Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSTELLATION BRANDS, INC.STZ · Entity 3227 | EVP & Pres. Wine and Spirits | January 18, 2024 | January 22, 2024 |
| Canopy Growth CorpCGC · Entity 5524 | Director | April 01, 2020 | April 01, 2020 |
| URBAN OUTFITTERS INCURBN · Entity 1630 | Director | June 05, 2018 | June 07, 2018 |
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.
CONSTELLATION BRANDS, INC.
Report date January 18, 2024 · Filed January 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,716 |
Reported balance
After 2024-01-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-01-18 · Gift · Disposed 198 · Balance 11,716 F1: Includes shares of Class A Common Stock acquired in July 2023 under the Constellation Brands, Inc. 1989 Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of Class A Common Stock acquired in July 2023 under the Constellation Brands, Inc. 1989 Employee Stock Purchase Plan.
Canopy Growth Corp
Report date April 01, 2020 · Filed April 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 3,367 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,367 |
URBAN OUTFITTERS INC
Report date June 05, 2018 · Filed June 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option - right to buySEC Table II · derivative / convertible security · Conversion / exercise price $46.42 · Expires 2025-06-04 | Direct | 20,000 |
Reported balance
After 2018-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-06-05 · Grant · Acquired 20,000 · Balance 20,000 F1: The option becomes fully exercisable on the earlier of June 5, 2019, or the date preceding the day of the 2019 annual meeting of the issuer's shareholders, provided that the reporting person is a director of the issuer through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The option becomes fully exercisable on the earlier of June 5, 2019, or the date preceding the day of the 2019 annual meeting of the issuer's shareholders, provided that the reporting person is a director of the issuer through such date.
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 |
|---|---|---|---|---|---|---|
| February 07, 2020 Filed Feb 11, 2020 21:15 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | SaleClass A Common Stock | 2,028 | $200.39 | $406,395.58 |
DisclosureSEC source: 0000016918-20-000021 · wf-form4_158145573975731.xml · nonDerivative · entry 1 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,639 F1 · price: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $200.3300 to $200.4550, inclusive. Upon request by the Commission staff, the issuer, or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes shares of Class A Common Stock acquired in January 2020 under the Constellation Brands, Inc. 1989 Employee Stock Purchase Plan. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 22:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | ConversionClass 1 (convertible) Common Stock · Derivative | 4,056 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-20-000013 · wf-form4_157869395496573.xml · derivative · entry 6 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,056 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Shares of Class 1 Common Stock are convertible to shares of Class A Common Stock of the Issuer on a one-to-one basis in connection with the holders' sale of the shares of Class A Common Stock received upon the conversion. Class 1 Common Stock is not traded on any stock exchange. F3 · derivative.exercise_date: Shares of Class 1 Common Stock are convertible to shares of Class A Common Stock of the Issuer on a one-to-one basis in connection with the holders' sale of the shares of Class A Common Stock received upon the conversion. Class 1 Common Stock is not traded on any stock exchange. F3 · derivative.expiration_date: Shares of Class 1 Common Stock are convertible to shares of Class A Common Stock of the Issuer on a one-to-one basis in connection with the holders' sale of the shares of Class A Common Stock received upon the conversion. Class 1 Common Stock is not traded on any stock exchange. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 22:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionClass 1 (convertible) Common Stock · Derivative | 4,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000016918-20-000013 · wf-form4_157869395496573.xml · derivative · entry 5 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,056 Underlying: Class A Common Stock · 4,056 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Shares of Class 1 Common Stock are convertible to shares of Class A Common Stock of the Issuer on a one-to-one basis in connection with the holders' sale of the shares of Class A Common Stock received upon the conversion. Class 1 Common Stock is not traded on any stock exchange. F4 · price: The shares of Class 1 Common Stock were acquired at the following prices: 1,306 shares at $44.65 and 2,705 shares at $50.90. F3 · derivative.exercise_date: Shares of Class 1 Common Stock are convertible to shares of Class A Common Stock of the Issuer on a one-to-one basis in connection with the holders' sale of the shares of Class A Common Stock received upon the conversion. Class 1 Common Stock is not traded on any stock exchange. F3 · derivative.expiration_date: Shares of Class 1 Common Stock are convertible to shares of Class A Common Stock of the Issuer on a one-to-one basis in connection with the holders' sale of the shares of Class A Common Stock received upon the conversion. Class 1 Common Stock is not traded on any stock exchange. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 22:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,750 | $0.00 Strike: $50.90 | $0.00 |
DisclosureSEC source: 0000016918-20-000013 · wf-form4_157869395496573.xml · derivative · entry 4 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class 1 (convertible) Common Stock · 2,750 shares Expires 2020-04-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 100% of this option has become exercisable. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 22:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,306 | $0.00 Strike: $44.65 | $0.00 |
DisclosureSEC source: 0000016918-20-000013 · wf-form4_157869395496573.xml · derivative · entry 3 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class 1 (convertible) Common Stock · 1,306 shares Expires 2020-04-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 100% of this option has become exercisable. Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 22:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | SaleClass A Common Stock | 4,056 | $195.00 | $790,920.00 |
DisclosureSEC source: 0000016918-20-000013 · wf-form4_157869395496573.xml · nonDerivative · entry 2 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,535 Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 22:06 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | ConversionClass A Common Stock | 4,056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000016918-20-000013 · wf-form4_157869395496573.xml · nonDerivative · entry 1 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,591 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The reported shares of Class A Common Stock were received upon the conversion of shares of Class 1 Common Stock on a one-to-one basis. Read SEC document |
| June 26, 2019 Filed Jun 28, 2019 20:19 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantRestricted Stock Units · Derivative | 7,906 | $0.00 | $0.00 |
DisclosureSEC source: 0000016918-19-000057 · wf-form4_156175317676505.xml · derivative · entry 2 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,906 Underlying: Class A Common Stock · 7,906 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. F3 · derivative.exercise_date: These restricted stock units vest in four equal annual installments beginning on the date specified. Vested shares will be delivered to the reporting person as of each vesting date net of shares withheld to satisfy taxes. F3 · derivative.expiration_date: These restricted stock units vest in four equal annual installments beginning on the date specified. Vested shares will be delivered to the reporting person as of each vesting date net of shares withheld to satisfy taxes. Read SEC document |
| June 26, 2019 Filed Jun 28, 2019 20:19 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 12,299 | $0.00 Strike: $185.02 | $0.00 |
DisclosureSEC source: 0000016918-19-000057 · wf-form4_156175317676505.xml · derivative · entry 1 Hanson Robert Lee · CIK 0001540516 · EVP & Pres. Wine and Spirits 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,299 Underlying: Class 1 (convertible) Common Stock · 12,299 shares Expires 2029-06-26 F1 · derivative.exercise_date: This option becomes exercisable at the rate of 25% per year beginning on the date specified. Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:17 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,015 | $0.00 Strike: $213.85 | $0.00 |
DisclosureSEC source: 0001225208-18-011852 · doc4.xml · derivative · entry 2 Hanson Robert Lee · CIK 0001540516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,015 Underlying: Class 1 Common Stock · 1,015 shares Expires 2028-07-17 Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:17 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantClass A Common Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011852 · doc4.xml · nonDerivative · entry 1 Hanson Robert Lee · CIK 0001540516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,979 Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 21:29 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GrantDirector Stock Option - right to buy · Derivative | 20,000 | $0.00 Strike: $46.42 | $0.00 |
DisclosureSEC source: 0001209191-18-036460 · doc4.xml · derivative · entry 1 Hanson Robert Lee · CIK 0001540516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Shares · 20,000 shares Expires 2025-06-04 F1 · derivative.exercise_date: The option becomes fully exercisable on the earlier of June 5, 2019, or the date preceding the day of the 2019 annual meeting of the issuer's shareholders, provided that the reporting person is a director of the issuer through such date. Read SEC document |
| July 18, 2017 Filed Jul 20, 2017 20:17 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,041 | $0.00 Strike: $197.18 | $0.00 |
DisclosureSEC source: 0001225208-17-012770 · doc4.xml · derivative · entry 2 Hanson Robert Lee · CIK 0001540516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,041 Underlying: Class 1 Common Stock · 1,041 shares Expires 2027-07-18 Read SEC document |
| July 18, 2017 Filed Jul 20, 2017 20:17 UTC | CONSTELLATION BRANDS, INC. STZ · Entity 3227 | GrantClass A Common Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012770 · doc4.xml · nonDerivative · entry 1 Hanson Robert Lee · CIK 0001540516 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,535 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.