Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BROWN FORMAN CORP
Report date July 06, 2023 · Filed June 05, 2024
Section 16 reporting ended · disclosed 2024-06-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B CommonSEC Table I · non-derivative | Direct | 691,537 |
Reported balance
After 2023-07-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-07-06 · Gift · Acquired 12,776 · Balance 691,537 F1: Balance updated to reflect the effect of transactions that occurred after the reporting person's departure from the issuer's board of directors. |
| Class B CommonSEC Table I · non-derivative | IndirectBy Spouse | 7,201 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,201 |
| Class B CommonSEC Table I · non-derivative | IndirectCLB Trust fbo Child-1 | 38,678 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 38,678 |
| Class B CommonSEC Table I · non-derivative | IndirectCLB Trust fbo Child-2 | 41,474 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 41,474 |
| Class B CommonSEC Table I · non-derivative | IndirectCLB Trust fbo Child-3 | 41,474 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 41,474 |
| Class B CommonSEC Table I · non-derivative | IndirectHebe Exempt Trust fbo ABH | 38,102 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 38,102 |
| Class B CommonSEC Table I · non-derivative | IndirectTrust fbo Augusta Holland | 22,991 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 22,991 |
| Class B CommonSEC Table I · non-derivative | IndirectHolland Family Trust | 2,262 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 2,262 |
Filing footnotes · ownership attribution and instrument terms
F1: Balance updated to reflect the effect of transactions that occurred after the reporting person's departure from the issuer's board of directors.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 8 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trust fbo Child-3 Disclosed balance after: 5,767 F6 · balance_after: Reflects the acquisition of 2,742 additional shares in the August 2016 stock split. Read SEC document |
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 7 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trust fbo Child-2 Disclosed balance after: 5,767 F6 · balance_after: Reflects the acquisition of 2,742 additional shares in the August 2016 stock split. Read SEC document |
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 6 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trust fbo Child-1 Disclosed balance after: 7,849 F5 · balance_after: Reflects the acquisition of 3,783 additional shares in the August 2016 stock split. Read SEC document |
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 5 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trust fbo Barzun Children Disclosed balance after: 255,563 F4 · balance_after: Reflects the acquisition of 126,881 additional shares in the August 2016 stock split. Read SEC document |
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 4 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · OB3 GST Non-Exempt Trust Disclosed balance after: 12,517 F3 · balance_after: Reflects the acquisition of 5,358 additional shares in the August 2016 stock split. Read SEC document |
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 3 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,033 F2 · balance_after: Reflects the acquisition of 2,375 additional shares in the August 2016 stock split. Read SEC document |
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 1,792 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 2 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,032,701 Read SEC document |
| October 10, 2016 Filed Dec 27, 2016 23:05 UTC | BROWN FORMAN CORP BFA, BFB · Entity 3449 | GiftClass A Common | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0000014693-16-000265 · wf-form4_148287993380292.xml · nonDerivative · entry 1 Holland Augusta Brown · CIK 0001548896 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,034,493 F1 · balance_after: In August 2016, the Class A and Class B common stock of Brown-Forman Corporation split 2-1, resulting in the reporting person's acquisition of 517,105 additional shares. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.