Form 4 for STZ Constellation Brands
Accepted 2025-05-05 00:00:00 ET · period of report 2025-05-01 · accession 0000016918-25-000057 · 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 | 2025-05-05 | 2025-05-01 | STZ | Bourdeau James O. | EVP, CLO | M - OptEx | $0.00 | +3,350 | 11.3K | +42% | $0 |
| D | 2025-05-05 | 2025-05-01 | STZ | Bourdeau James O. | EVP, CLO | F - Tax | $185.44 | -1,068 | 10.3K | -9% | -$198.0K |
| DM | 2025-05-05 | 2025-05-01 | STZ | Bourdeau James O. | EVP, CLO | M - OptEx | $0.00 | -3,350 | 628 | -84% | $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 | 2025-05-01 | M | A | 3,350 | $0.00 | 11,327 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. (F2) Includes shares of Class A Common Stock acquired in July 2024 and January 2025 under the Constellation Brands, Inc. 1989 Employee Stock Purchase Plan. |
| 2 | Common | Class A Common Stock | 2025-05-01 | F | D | 1,068 | $185.44 | 10,259 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-05-01 | M | D | 895 | $0.00 | 0 | D | — · 2022-05-01 to — | 895 Class A Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. (F3) The restricted stock units vest in four equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2025. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| 4 | Derivative | Restricted Stock Units | 2025-05-01 | M | D | 688 | $0.00 | 1,376 | D | — · 2025-05-01 to — | 688 Class A Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. (F4) The restricted stock units vest in three equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2025. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| 5 | Derivative | Restricted Stock Units | 2025-05-01 | M | D | 1,139 | $0.00 | 1,139 | D | — · 2024-05-01 to — | 1,139 Class A Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. (F4) The restricted stock units vest in three equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2025. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |
| 6 | Derivative | Restricted Stock Units | 2025-05-01 | M | D | 628 | $0.00 | 628 | D | — · 2023-05-01 to — | 628 Class A Common Stock | (F1) Each restricted stock unit represents a contingent right to receive one share of Constellation Brands, Inc. Class A Common Stock. (F3) The restricted stock units vest in four equal annual installments beginning on the date specified. The restricted stock units disposed of in the reported transaction vested on May 1, 2025. Vested shares are delivered to the reporting person net of shares withheld to satisfy taxes. |