Form 4 for STZ Constellation Brands
Accepted 2023-05-03 00:00:00 ET · period of report 2023-05-01 · accession 0000016918-23-000076 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2023-05-03 | 2023-05-01 | STZ | Newlands William A | Pres, CEO, Dir | F - Tax | $230.23 | -6,165 | 21.3K | -22% | -$1.42M |
| DM | 2023-05-03 | 2023-05-01 | STZ | Newlands William A | Pres, CEO, Dir | M - OptEx | $0.00 | +15.0K | 19.4K | +347% | $0 |
| DM | 2023-05-03 | 2023-05-01 | STZ | Newlands William A | Pres, CEO, Dir | M - OptEx | $0.00 | -15.0K | 7,376 | -67% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2023-05-01 | F | D | 6,165 | $230.23 | 21,332 | D | — | — | |
| 2 | Common | Class A Common Stock | 2023-05-01 | M | A | 8,131 | $0.00 | 27,497 | D | — | — | (F3) Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. |
| 3 | Common | Class A Common Stock | 2023-05-01 | M | A | 6,900 | $0.00 | 19,366 | D | — | — | (F1) Each performance share unit represents a contingent right to receive one share of Class A Common Stock. (F2) Includes shares of Class A Common Stock acquired in January 2023 under the Constellation Brands, Inc. 1989 Employee Stock Purchase Plan. |
| 4 | Derivative | Performance Share Units | 2023-05-01 | M | D | 6,900 | $0.00 | 0 | D | — · — to — | 6,900 Class A Common Stock | (F1) Each performance share unit represents a contingent right to receive one share of Class A Common Stock. (F4) The performance share units disposed of in the reported transaction vested on May 1, 2023. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| 5 | Derivative | Restricted Stock Units | 2023-05-01 | M | D | 1,653 | $0.00 | 3,304 | D | — · 2022-05-01 to — | 1,653 Class A Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. (F5) The restricted stock units vest in four equal annual installments beginning on the first date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2023. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| 6 | Derivative | Restricted Stock Units | 2023-05-01 | M | D | 2,573 | $0.00 | 2,573 | D | — · 2021-05-01 to — | 2,573 Class A Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. (F5) The restricted stock units vest in four equal annual installments beginning on the first date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2023. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| 7 | Derivative | Restricted Stock Units | 2023-05-01 | M | D | 1,446 | $0.00 | 0 | D | — · 2020-05-01 to — | 1,446 Class A Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. (F5) The restricted stock units vest in four equal annual installments beginning on the first date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2023. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| 8 | Derivative | Restricted Stock Units | 2023-05-01 | M | D | 2,459 | $0.00 | 7,376 | D | — · 2023-05-01 to — | 2,459 Class A Common Stock | (F3) Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. (F5) The restricted stock units vest in four equal annual installments beginning on the first date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2023. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |