Brown-Forman Corporation (BF-B)
Louisville, KY, US
Brown-Forman Corporation, along with its subsidiaries, operates globally within the alcoholic beverage industry. The company is actively involved in the production, distillation, bottling, international trade (importing and exporting), marketing, and sale of a diverse portfolio of alcoholic products. Its extensive offerings encompass a wide variety of spirits, wines, and whiskey products, including specialty whiskey spirits and flavored whiskey liqueurs. The range also features convenient ready-to-drink and ready-to-pour options, pre-mixed cocktails, vodkas, tequilas, champagnes, brandy, bourbons, and other liqueurs. These beverages are primarily marketed under prominent brands such as Jack Daniel's, Reserve, Old Forester, Coopers' Craft, Herradura, el Jimador, New Mix, Korbel Champagnes, Sonoma-Cutrer, Finlandia, GlenDronach, Benriach, Glenglassaugh, Chambord, Slane, and Fords Gin. Beyond beverage sales, Brown-Forman also engages in the sale of used barrels, bulk whiskey, and wine, in addition to offering contract bottling services. The company's distribution model involves reaching retail customers and end consumers through independent distributors or state governments, while directly supplying retailers, wholesalers, and provincial governments. With a history dating back to its founding in 1870, Brown-Forman Corporation is headquartered in Louisville, Kentucky, and conducts substantial operations across the United States, Germany, Australia, the United Kingdom, Mexico, and numerous other international markets.
| Target company | Date | Filing |
|---|---|---|
| CLASS B | 2003-04-21 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1982-10-14 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.73% | +2.33% | -4.47% | +3.54% | -13.96% | +0.36% | -5.44% | -59.62% | -67.29% | -32.83% | +10,493.36% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 11 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 3 | 0 |
-
Revenue growth Beverages - Wineries & Distilleries: -2.7%-1.2% ★ Q2'26: +2.0% (vs Q2'25)
-
EPS growth Beverages - Wineries & Distilleries: -4.2%-16.9% Q2'26: -61.3% (vs Q2'25)
-
FCF margin FCF growth · Beverages - Wineries & Distilleries: +19.1%+21.6% ★ Q2'26: +29.1% (vs Q2'25)
-
EBIT margin Beverages - Wineries & Distilleries: +16.0%+28.2% ★ Q2'26: +23.7% (vs Q2'25)
-
ROIC Beverages - Wineries & Distilleries: +6.4%+15.3% ★ Q2'26: +11.2% (vs Q2'25)
-
Share dilution Beverages - Wineries & Distilleries: +0.0%-1.3% ★ Q2'26: -2.9% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Beverages - Wineries & Distilleries: -0.29×1.94× Q2'26: 2.49× (vs Q2'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Apr 1997 actual |
Apr 1998 actual |
Apr 1999 actual |
Apr 2000 actual |
Apr 2003 actual |
Apr 2004 actual |
Apr 2005 actual |
Apr 2006 actual |
Apr 2007 actual |
Apr 2008 actual |
Apr 2009 actual |
Apr 2010 actual |
Apr 2011 actual |
Apr 2012 actual |
Apr 2013 actual |
Apr 2014 actual |
Apr 2015 actual |
Apr 2016 actual |
Apr 2017 actual |
Apr 2018 actual |
Apr 2019 actual |
Apr 2020 actual |
Apr 2021 actual |
Apr 2022 actual |
Apr 2023 actual |
Apr 2024 actual |
Apr 2025 actual |
Apr 2026 17 Rev. Ana. 17 EPS Ana. |
Apr 2027 17 Rev. Ana. 15 EPS Ana. |
Apr 2028 15 Rev. Ana. 15 EPS Ana. |
Apr 2029 7 Rev. Ana. 6 EPS Ana. |
Apr 2030 7 Rev. Ana. 6 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.58B
est: 1.50B (+5.7%)
|
1.67B
est: 1.62B (+3.2%)
|
1.78B
est: 1.71B (+3.9%)
|
1.88B
est: 1.83B (+2.4%)
|
2.06B
est: 1.95B (+5.4%)
|
2.21B
est: 2.06B (+7.3%)
|
2.31B
est: 2.14B (+7.8%)
|
1.98B
est: 2.11B (-6.4%)
|
2.22B
est: 1.94B (+14.5%)
|
2.58B
est: 2.51B (+2.8%)
|
2.48B
est: 2.80B (-11.4%)
|
2.47B
est: 2.12B (+16.7%)
|
2.59B
est: 2.67B (-3.0%)
|
2.72B
est: 2.57B (+6.1%)
|
2.85B
est: 2.72B (+4.6%)
|
2.99B
est: 2.94B (+1.9%)
|
3.13B
est: 4.08B (-23.2%)
|
3.09B
est: 3.06B (+1.0%)
|
2.99B
est: 3.05B (-1.7%)
|
3.25B
est: 3.26B (-0.5%)
|
3.32B
est: 3.35B (-0.7%)
|
3.36B
est: 3.33B (+1.0%)
|
3.46B
est: 3.42B (+1.3%)
|
3.93B
est: 3.77B (+4.2%)
|
4.23B
est: 4.18B (+1.2%)
|
4.18B
est: 4.25B (-1.6%)
|
3.98B
est: 4.05B (-1.8%)
|
3.89B
3.85B – 3.92B
-3.7% YoY
|
3.94B
3.86B – 3.99B
+1.2% YoY
|
4.04B
3.92B – 4.20B
+2.6% YoY
|
4.22B
4.11B – 4.33B
+4.4% YoY
|
4.38B
4.26B – 4.49B
+3.7% YoY
|
| EBITDA |
337.00M
est: 294.70M (+14.4%)
|
358.00M
est: 336.50M (+6.4%)
|
377.00M
est: 359.70M (+4.8%)
|
410.00M
est: 386.20M (+6.2%)
|
427.00M
est: 396.96M (+7.6%)
|
423.00M
est: 417.72M (+1.3%)
|
488.00M
est: 465.06M (+4.9%)
|
605.00M
est: 477.95M (+26.6%)
|
646.00M
est: 586.86M (+10.1%)
|
745.00M
est: 788.99M (-5.6%)
|
722.00M
est: 882.48M (-18.2%)
|
772.00M
est: 665.11M (+16.1%)
|
914.00M
est: 759.38M (+20.4%)
|
840.00M
est: 870.54M (-3.5%)
|
952.00M
est: 876.86M (+8.6%)
|
1.02B
est: 996.75M (+2.6%)
|
1.08B
est: 998.41M (+8.2%)
|
1.59B
est: 1.08B (+47.3%)
|
1.05B
est: 1.44B (-27.1%)
|
1.11B
est: 1.04B (+6.2%)
|
1.20B
est: 1.11B (+8.1%)
|
1.17B
est: 1.12B (+4.0%)
|
1.24B
est: 1.20B (+3.5%)
|
1.28B
est: 1.25B (+2.4%)
|
1.19B
est: 1.21B (-1.5%)
|
1.51B
est: 1.40B (+7.9%)
|
1.29B
est: 1.27B (+1.3%)
|
1.23B
1.21B – 1.23B
-3.7% YoY
|
1.24B
1.21B – 1.26B
+1.2% YoY
|
1.27B
1.23B – 1.32B
+2.6% YoY
|
1.33B
1.29B – 1.36B
+4.4% YoY
|
1.38B
1.34B – 1.41B
+3.7% YoY
|
| EBIT |
287.00M
est: 264.04M (+8.7%)
|
307.00M
est: 298.30M (+2.9%)
|
322.00M
est: 314.30M (+2.4%)
|
348.00M
est: 333.00M (+4.5%)
|
372.00M
est: 345.97M (+7.5%)
|
381.00M
est: 377.62M (+0.9%)
|
445.00M
est: 428.52M (+3.8%)
|
563.00M
est: 384.28M (+46.5%)
|
602.00M
est: 551.82M (+9.1%)
|
693.00M
est: 624.89M (+10.9%)
|
667.00M
est: 677.21M (-1.5%)
|
713.00M
est: 629.35M (+13.3%)
|
858.00M
est: 697.26M (+23.1%)
|
791.00M
est: 818.06M (-3.3%)
|
901.00M
est: 827.59M (+8.9%)
|
973.00M
est: 940.97M (+3.4%)
|
1.03B
est: 948.77M (+8.5%)
|
1.54B
est: 1.03B (+49.5%)
|
992.00M
est: 1.38B (-28.3%)
|
1.05B
est: 983.64M (+6.2%)
|
1.13B
est: 1.04B (+8.7%)
|
1.09B
est: 1.07B (+2.4%)
|
1.16B
est: 1.13B (+3.2%)
|
1.20B
est: 1.17B (+2.5%)
|
1.11B
est: 1.14B (-3.3%)
|
1.43B
est: 1.31B (+8.5%)
|
1.20B
est: 1.21B (-0.4%)
|
1.16B
1.15B – 1.17B
-3.7% YoY
|
1.18B
1.15B – 1.19B
+1.2% YoY
|
1.21B
1.17B – 1.25B
+2.6% YoY
|
1.26B
1.23B – 1.29B
+4.4% YoY
|
1.31B
1.27B – 1.34B
+3.7% YoY
|
| Net Income |
169.00M
est: 154.70M (+9.2%)
|
185.00M
est: 176.60M (+4.8%)
|
202.00M
est: 194.20M (+4.0%)
|
218.00M
est: 208.80M (+4.4%)
|
245.00M
est: 224.47M (+9.1%)
|
258.00M
est: 240.20M (+7.4%)
|
308.00M
est: 274.38M (+12.3%)
|
320.00M
est: 264.84M (+20.8%)
|
389.00M
est: 387.09M (+0.5%)
|
440.00M
est: 544.62M (-19.2%)
|
435.00M
est: 629.10M (-30.9%)
|
449.20M
est: 417.38M (+7.6%)
|
571.60M
est: 444.04M (+28.7%)
|
513.20M
est: 539.93M (-5.0%)
|
591.00M
est: 549.69M (+7.5%)
|
659.00M
est: 618.69M (+6.5%)
|
684.00M
est: 654.90M (+4.4%)
|
1.07B
est: 678.46M (+57.3%)
|
669.00M
est: 963.00M (-30.5%)
|
717.00M
est: 679.70M (+5.5%)
|
835.00M
est: 743.01M (+12.4%)
|
827.00M
est: 791.67M (+4.5%)
|
903.00M
est: 851.78M (+6.0%)
|
838.00M
est: 802.95M (+4.4%)
|
783.00M
est: 850.26M (-7.9%)
|
1.02B
est: 923.34M (+10.9%)
|
869.00M
est: 847.33M (+2.6%)
|
817.05M
790.60M – 838.12M
-3.6% YoY
|
790.62M
754.92M – 814.54M
-3.2% YoY
|
799.20M
735.57M – 883.68M
+1.1% YoY
|
894.24M
864.22M – 925.26M
+11.9% YoY
|
821.86M
794.27M – 850.37M
-8.1% YoY
|
| SGA |
617.00M
est: 589.06M (+4.7%)
|
672.00M
est: 633.70M (+6.0%)
|
723.00M
est: 698.90M (+3.4%)
|
755.00M
est: 736.70M (+2.5%)
|
812.00M
est: 770.35M (+5.4%)
|
650.00M
est: 818.21M (-20.6%)
|
713.00M
est: 842.84M (-15.4%)
|
792.00M
est: 797.04M (-0.6%)
|
898.00M
est: 793.90M (+13.1%)
|
1.01B
est: 938.72M (+7.3%)
|
931.00M
est: 991.82M (-6.1%)
|
889.00M
est: 748.18M (+18.8%)
|
940.00M
est: 918.44M (+2.3%)
|
1.01B
est: 918.79M (+9.4%)
|
1.06B
est: 1.02B (+3.5%)
|
1.12B
est: 1.09B (+2.7%)
|
1.13B
est: 1.13B (+0.3%)
|
1.11B
est: 1.11B (0.0%)
|
1.03B
est: 1.02B (+0.7%)
|
1.17B
est: 982.95M (+19.0%)
|
1.04B
est: 1.17B (-11.2%)
|
1.03B
est: 961.88M (+6.6%)
|
1.07B
est: 924.66M (+15.7%)
|
1.13B
est: 1.15B (-2.0%)
|
1.25B
est: 853.56M (+46.2%)
|
1.36B
est: 1.29B (+4.6%)
|
1.23B
est: 1.24B (-1.4%)
|
1.20B
1.18B – 1.21B
-3.7% YoY
|
1.21B
1.19B – 1.23B
+1.2% YoY
|
1.24B
1.21B – 1.29B
+2.6% YoY
|
1.30B
1.27B – 1.33B
+4.4% YoY
|
1.35B
1.31B – 1.38B
+3.7% YoY
|
| EPS |
0.26
est: 0.24 (+8.3%)
|
0.28
est: 0.26 (+7.7%)
|
0.31
est: 0.30 (+3.3%)
|
0.34
est: 0.32 (+6.3%)
|
0.35
est: 0.37 (-5.4%)
|
0.43
est: 0.41 (+4.9%)
|
0.54
est: 0.45 (+20.0%)
|
0.56
est: 0.49 (+15.5%)
|
0.68
est: 0.58 (+17.2%)
|
0.77
est: 0.65 (+18.5%)
|
0.77
est: 0.80 (-3.8%)
|
0.81
est: 0.65 (+24.6%)
|
1.05
est: 0.82 (+28.0%)
|
0.96
est: 0.86 (+12.3%)
|
1.11
est: 1.02 (+8.8%)
|
1.23
est: 1.11 (+10.8%)
|
1.29
est: 1.28 (+0.6%)
|
2.10
est: 1.35 (+55.2%)
|
1.38
est: 1.39 (-0.9%)
|
1.49
est: 1.51 (-1.0%)
|
1.74
est: 1.70 (+2.2%)
|
1.73
est: 1.73 (0.0%)
|
1.89
est: 1.72 (+9.6%)
|
1.75
est: 1.70 (+3.1%)
|
1.63
est: 1.74 (-6.4%)
|
2.15
est: 1.95 (+10.1%)
|
1.84
est: 1.82 (+1.4%)
|
1.75
1.69 – 1.80
-3.6% YoY
|
1.69
1.62 – 1.75
-3.2% YoY
|
1.71
1.58 – 1.89
+1.1% YoY
|
1.92
1.85 – 1.98
+11.9% YoY
|
1.76
1.70 – 1.82
-8.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-06-05 | RBC Capital | Sector Perform | Sector Perform | Maintain |
| 2026-06-02 | RBC Capital | Sector Perform | Sector Perform | Maintain |
| 2026-05-29 | Barclays | Overweight | Overweight | Maintain |
| 2026-05-20 | Citigroup | Neutral | Neutral | Maintain |
| 2026-05-13 | Bernstein | Market Perform | Market Perform | Maintain |
| 2026-04-29 | JP Morgan | Neutral | Underweight | Downgrade |
| 2026-04-15 | Citigroup | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-04 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-06-03 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-02 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-06-01 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-28 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Brown-Forman Corporation | 31.53M | 21.50% | 31.53M | — | 31.53M | 10.00 | CO | Delaware | 2024-05-01 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 21.07M | 6.80% | — | 346.3K | 20.26M | 812.5K | IA | — | 2022-02-09 | ↗ |
| 3 | Fundsmith LLP | 16.09M | 5.19% | 16.00M | — | 16.09M | — | IA | United Kingdom | 2023-02-14 | ↗ |
| 4 | Association 22-1146430 | 8.86M | 10.32% | 4.33M | — | 679.8K | — | BK | Delaware | 2012-08-10 | ↗ |
| 5 | Group, Inc. 25-1435979 | 8.86M | 10.32% | 4.33M | — | 679.8K | — | HC | Delaware | 2012-08-10 | ↗ |
| 6 | Inc. 51-0326854 | 8.86M | 10.32% | 4.33M | — | 679.8K | — | HC | Delaware | 2012-08-10 | ↗ |
| 7 | (1) BlackRock, Inc. | 6.28M | 5.40% | 5.47M | — | 6.28M | — | HC | Delaware | 2016-02-10 | ↗ |
| 8 | STATE STREET CORPORATION | 5.33M | 4.60% | — | 5.33M | — | 5.33M | HC | BOSTON, MASSACHUSETTS | 2016-02-22 | ↗ |
| 9 | Company 81-0581990 | 4.78M | 5.57% | 312.3K | — | 130.00 | — | BK | Delaware | 2012-08-10 | ↗ |
| 10 | A. Cary Brown | 3.32M | 5.90% | 507.4K | 2.81M | 507.4K | — | IN | United States America | 2012-05-10 | ↗ |
| 11 | Brown | 3.11M | 5.50% | 207.1K | 2.91M | 207.1K | — | IN | United States America | 2012-05-10 | ↗ |
| 12 | III | 2.87M | 5.10% | 464.00 | 2.87M | 464.00 | — | IN | United States America | 2012-05-10 | ↗ |
| 13 | (2) | 511.2K | 0.30% | — | — | 511.2K | — | IN | United States America | 2017-03-28 | ↗ |
| 14 | LLC 27-0640560 | 1.5K | 0.01% | 452.00 | — | 1.3K | — | IA | Delaware | 2012-08-10 | ↗ |
| 15 | 2) | 10.00 | 12.00% | 5.00 | 5.00 | 5.00 | 5.00 | IA | Delaware | 2012-08-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 30.30M -394.8K (-1.3%) | 789.50M -41.6M (-5.0%) | 6.42% -0.072 pp | 0.01% -0.001 pp | USD44.85 -41.9% | 84 qtrs — |
| 2 | FMR LLC | 25.65M +2.9M (+12.7%) | 668.52M +52.4M (+8.5%) | 5.44% +0.623 pp | 0.03% +0.002 pp | USD28.00 -6.9% | 70 qtrs — |
| 3 | BLACKROCK, INC. | 14.51M -92.6K (-0.6%) | 378.18M -17.3M (-4.4%) | 3.08% -0.014 pp | 0.01% -0.001 pp | USD48.12 -45.8% | 6 qtrs — |
| 4 | VAN ECK ASSOCIATES CORP | 11.69M +5.6M (+91.6%) | 304.75M +139.4M (+84.4%) | 2.48% +1.187 pp | 0.25% +0.098 pp | USD28.19 -7.6% | 25 qtrs — |
| 5 | STATE STREET CORP | 11.27M -287.8K (-2.5%) | 296.33M -19.3M (-6.1%) | 2.39% -0.057 pp | 0.01% -0.001 pp | USD39.46 -34.0% | 51 qtrs — |
| 6 | INVESCO LTD. | 6.55M -504.3K (-7.2%) | 170.64M -20.3M (-10.6%) | 1.39% -0.104 pp | 0.03% -0.004 pp | USD45.32 -42.5% | 57 qtrs — |
| 7 | PROSHARE ADVISORS LLC | 5.68M +267.2K (+4.9%) | 147.93M +1.4M (+1.0%) | 1.20% +0.059 pp | 0.26% -0.046 pp | USD45.00 -42.1% | 74 qtrs — |
| 8 | MORGAN STANLEY | 5.40M -528.0K (-8.9%) | 140.80M -19.8M (-12.3%) | 1.15% -0.110 pp | 0.01% -0.001 pp | USD48.79 -46.6% | 51 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 5.39M -100.1K (-1.8%) | 140.00M -8.2M (-5.5%) | 1.14% -0.019 pp | 0.01% -0.001 pp | USD44.12 -40.9% | 78 qtrs — |
| 10 | BLACK CREEK INVESTMENT MANAGEMENT INC. | 5.09M +514.3K (+11.2%) | 132.59M +8.7M (+7.1%) | 1.08% +0.111 pp | 6.58% +0.737 pp | USD28.64 -9.0% | 4 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.06M +210.5K (+4.3%) | 131.91M +536.7K (+0.4%) | 1.07% +0.047 pp | 0.02% -0.001 pp | USD40.01 -34.9% | 100 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 5.02M +2.2M (+78.9%) | 130.92M +54.9M (+72.1%) | 1.06% +0.471 pp | 0.02% +0.007 pp | USD34.16 -23.7% | 73 qtrs — |
| 13 | UBS GROUP AG | 4.47M +953.3K (+27.1%) | 116.43M +21.3M (+22.3%) | 0.95% +0.203 pp | 0.02% +0.004 pp | USD31.03 -16.0% | 45 qtrs — |
| 14 | D. E. SHAW & CO., INC. | 3.20M +566.3K (+21.5%) | 83.46M +12.1M (+16.9%) | 0.68% +0.121 pp | 0.05% +0.006 pp | USD27.11 -3.9% | 29 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 2.97M +984.4K (+49.6%) | 77.32M +23.6M (+44.0%) | 0.63% +0.209 pp | 0.01% +0.003 pp | USD33.90 -23.1% | 66 qtrs — |
| 16 | BANK OF AMERICA CORP /DE/ | 2.88M -3.5M (-55.0%) | 75.09M -98.3M (-56.7%) | 0.61% -0.744 pp | 0.01% -0.006 pp | USD38.38 -32.1% | 52 qtrs — |
| 17 | EQUITY INVESTMENT CORP | 2.78M -626.9K (-18.4%) | 72.56M -19.8M (-21.5%) | 0.59% -0.132 pp | 1.46% -0.470 pp | USD26.91 -3.2% | 3 qtrs — |
| 18 | WELLS FARGO & COMPANY/MN | 2.58M -426.6K (-14.2%) | 67.23M -14.2M (-17.4%) | 0.55% -0.089 pp | 0.01% -0.003 pp | USD46.66 -44.1% | 57 qtrs — |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 2.53M +3.5K (+0.1%) | 65.96M -2.5M (-3.6%) | 0.54% +0.002 pp | 0.01% 0.000 pp | USD44.78 -41.8% | 28 qtrs — |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.34M -99.9K (-4.1%) | 61.00M -5.1M (-7.7%) | 0.50% -0.020 pp | 0.02% -0.001 pp | USD27.08 -3.8% | 2 qtrs — |
| 21 | UBS ASSET MANAGEMENT AMERICAS INC | 2.28M -25.3K (-1.1%) | 59.42M -3.0M (-4.8%) | 0.48% -0.005 pp | 0.01% -0.001 pp | USD41.39 -37.0% | 90 qtrs — |
| 22 | DIMENSIONAL FUND ADVISORS LP | 2.08M +214.7K (+11.5%) | 54.12M +3.7M (+7.3%) | 0.44% +0.046 pp | 0.01% +0.001 pp | USD37.29 -30.1% | 51 qtrs — |
| 23 | NORTHERN TRUST CORP | 2.03M -30.5K (-1.5%) | 52.98M -2.9M (-5.2%) | 0.43% -0.006 pp | 0.01% 0.000 pp | USD35.63 -26.9% | 51 qtrs — |
| 24 | CITIGROUP INC | 1.78M +125.8K (+7.6%) | 46.46M +1.6M (+3.5%) | 0.38% +0.027 pp | 0.02% +0.001 pp | USD31.05 -16.1% | 108 qtrs — |
| 25 | CBOE VEST FINANCIAL, LLC | 1.76M -4.2K (-0.2%) | 45.76M -1.9M (-4.0%) | 0.37% 0.000 pp | 0.58% -0.042 pp | USD45.25 -42.4% | 21 qtrs — |
| 26 | NORGES BANK | 1.69M +1.7M (+100.0%) | 43.99M +44.0M (+100.0%) | 0.36% +0.358 pp | 0.00% +0.005 pp | USD26.06 +0.0% | 1 qtrs NEW |
| 27 | LINDSELL TRAIN LTD | 1.65M +— (+0.0%) | 42.99M -1.7M (-3.8%) | 0.35% +0.001 pp | 1.09% -0.006 pp | USD48.97 -46.8% | 32 qtrs — |
| 28 | ALECTA TJANSTEPENSION OMSESIDIGT | 1.60M +— (+0.0%) | 41.71M -1.6M (-3.7%) | 0.34% +0.001 pp | 0.18% -0.010 pp | USD57.10 -54.4% | 9 qtrs — |
| 29 | DEUTSCHE BANK AG\ | 1.57M -283.8K (-15.3%) | 40.92M -9.3M (-18.5%) | 0.33% -0.059 pp | 0.01% -0.004 pp | USD39.77 -34.5% | 50 qtrs — |
| 30 | J. SAFRA SARASIN HOLDING AG | 1.52M +33.6K (+2.3%) | 39.67M -642.8K (-1.6%) | 0.32% +0.008 pp | 0.65% -0.007 pp | USD31.45 -17.1% | 4 qtrs — |
| 31 | NOMURA ASSET MANAGEMENT CO LTD | 1.36M +53.4K (+4.1%) | 35.39M +61.0K (+0.2%) | 0.29% +0.012 pp | 0.09% -0.003 pp | USD46.91 -44.4% | 76 qtrs — |
| 32 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 1.34M -8.9K (-0.7%) | 34.91M -1.6M (-4.4%) | 0.28% -0.001 pp | 0.09% -0.014 pp | USD26.96 -3.3% | 3 qtrs — |
| 33 | JPMORGAN CHASE & CO | 1.34M +151.9K (+12.8%) | 34.90M +2.7M (+8.5%) | 0.28% +0.033 pp | 0.00% +0.000 pp | USD40.77 -36.1% | 51 qtrs — |
| 34 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.19M -154.3K (-11.4%) | 31.14M -5.4M (-14.8%) | 0.25% -0.032 pp | 0.47% -0.055 pp | USD34.32 -24.1% | 6 qtrs — |
| 35 | LONDON CO OF VIRGINIA | 1.18M -98.1K (-7.7%) | 30.80M -3.9M (-11.1%) | 0.25% -0.020 pp | 0.18% -0.014 pp | USD52.52 -50.4% | 72 qtrs — |
| 36 | THOMPSON SIEGEL & WALMSLEY LLC | 1.17M +510.9K (+77.7%) | 30.44M +12.6M (+71.0%) | 0.25% +0.109 pp | 0.51% +0.223 pp | USD26.63 -2.1% | 2 qtrs — |
| 37 | OLD REPUBLIC INTERNATIONAL CORP | 906.3K +130.0K (+16.7%) | 23.62M +2.6M (+12.3%) | 0.19% +0.028 pp | 0.95% +0.175 pp | USD26.93 -3.2% | 2 qtrs — |
| 38 | LEGAL & GENERAL GROUP PLC | 895.5K -634.2K (-41.5%) | 23.34M -18.1M (-43.7%) | 0.19% -0.134 pp | 0.01% -0.004 pp | USD43.17 -39.6% | 75 qtrs — |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 884.0K +705.5K (+395.2%) | 23.04M +18.2M (+376.6%) | 0.19% +0.150 pp | 0.00% +0.002 pp | USD28.11 -7.3% | 44 qtrs — |
| 40 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 865.5K -36.2K (-4.0%) | 22.55M -1.9M (-7.6%) | 0.18% -0.007 pp | 2.53% -0.271 pp | USD38.07 -31.5% | 6 qtrs — |
| 41 | AEGON ASSET MANAGEMENT UK PLC | 732.9K +732.9K (+100.0%) | 19.11M +19.1M (+100.0%) | 0.16% +0.155 pp | 0.23% +0.227 pp | USD26.06 +0.0% | 1 qtrs NEW |
| 42 | GARDNER RUSSO & QUINN LLC | 708.2K -57.6K (-7.5%) | 18.46M -2.3M (-11.0%) | 0.15% -0.012 pp | 0.20% -0.023 pp | USD38.97 -33.1% | 82 qtrs — |
| 43 | AMUNDI | 661.6K +53.7K (+8.8%) | 17.24M +499.4K (+3.0%) | 0.14% +0.012 pp | 0.00% -0.001 pp | USD46.29 -43.7% | 19 qtrs — |
| 44 | VICTORY CAPITAL MANAGEMENT INC | 644.7K -4.8K (-0.7%) | 16.80M -787.3K (-4.5%) | 0.14% -0.001 pp | 0.01% -0.001 pp | USD39.18 -33.5% | 43 qtrs — |
| 45 | CERITY PARTNERS LLC | 605.9K -1.1K (-0.2%) | 15.79M -647.7K (-3.9%) | 0.13% +0.000 pp | 0.02% -0.004 pp | USD49.06 -46.9% | 15 qtrs — |
| 46 | GLENVIEW TRUST CO | 575.1K -6.4K (-1.1%) | 14.99M -758.8K (-4.8%) | 0.12% -0.001 pp | 0.23% -0.018 pp | USD43.95 -40.7% | 37 qtrs — |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 563.2K -77.9K (-12.2%) | 14.68M -2.7M (-15.5%) | 0.12% -0.016 pp | 0.00% -0.001 pp | USD36.73 -29.0% | 50 qtrs — |
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 552.2K +9.0K (+1.7%) | 14.39M -318.5K (-2.2%) | 0.12% +0.002 pp | 0.01% -0.001 pp | USD44.87 -41.9% | 51 qtrs — |
| 49 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 534.6K -7.3K (-1.3%) | 13.98M -699.4K (-4.8%) | 0.11% -0.001 pp | 0.01% -0.001 pp | USD52.33 -50.2% | 58 qtrs — |
| 50 | CEREDEX VALUE ADVISORS LLC | 520.6K +520.6K (+100.0%) | 13.57M +13.6M (+100.0%) | 0.11% +0.110 pp | 0.41% +0.408 pp | USD26.06 +0.0% | 1 qtrs NEW |
| 51 | MATHER GROUP, LLC. | 520.4K +46.8K (+9.9%) | 13.56M +737.8K (+5.8%) | 0.11% +0.010 pp | 0.14% +0.010 pp | USD32.39 -19.5% | 8 qtrs — |
| 52 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 516.7K -675.0 (-0.1%) | 13.47M -545.3K (-3.9%) | 0.11% +0.000 pp | 0.01% 0.000 pp | USD43.14 -39.6% | 59 qtrs — |
| 53 | FIRST TRUST ADVISORS LP | 497.3K -336.2K (-40.3%) | 12.96M -9.6M (-42.6%) | 0.11% -0.071 pp | 0.01% -0.007 pp | USD45.95 -43.3% | 42 qtrs — |
| 54 | SWISS NATIONAL BANK | 496.3K -28.7K (-5.5%) | 12.93M -1.3M (-9.0%) | 0.11% -0.006 pp | 0.01% -0.001 pp | USD43.19 -39.7% | 51 qtrs — |
| 55 | ROYAL BANK OF CANADA | 491.4K -315.8K (-39.1%) | 12.81M -9.1M (-41.4%) | 0.10% -0.067 pp | 0.00% -0.002 pp | USD46.90 -44.4% | 51 qtrs — |
| 56 | MARKEL GROUP INC. | 474.2K +— (+0.0%) | 12.36M -483.7K (-3.8%) | 0.10% +0.000 pp | 0.10% -0.006 pp | USD39.17 -33.5% | 57 qtrs — |
| 57 | BARCLAYS PLC | 454.3K -195.7K (-30.1%) | 11.84M -20.1M (-63.0%) | 0.10% -0.041 pp | 0.00% -0.005 pp | USD53.34 -51.1% | 51 qtrs — |
| 58 | RAYMOND JAMES FINANCIAL INC | 438.6K -120.2K (-21.5%) | 11.43M -3.7M (-24.5%) | 0.09% -0.025 pp | 0.00% -0.001 pp | USD37.24 -30.0% | 5 qtrs — |
| 59 | RHUMBLINE ADVISERS | 437.3K -101.5K (-18.8%) | 11.40M -3.2M (-21.9%) | 0.09% -0.021 pp | 0.01% -0.003 pp | USD40.68 -35.9% | 55 qtrs — |
| 60 | RBO & CO LLC | 431.4K +139.1K (+47.6%) | 11.24M +3.3M (+42.0%) | 0.09% +0.030 pp | 1.79% +0.551 pp | USD36.62 -28.8% | 37 qtrs — |
| 61 | AMIRAL GESTION | 409.7K +157.4K (+62.4%) | 10.68M +3.8M (+56.3%) | 0.09% +0.034 pp | 3.93% +1.443 pp | USD31.59 -17.5% | 5 qtrs — |
| 62 | GRACE & WHITE INC /NY | 404.9K -30.9K (-7.1%) | 10.55M -1.2M (-10.6%) | 0.09% -0.006 pp | 1.88% -0.201 pp | USD60.48 -56.9% | 23 qtrs — |
| 63 | NUVEEN, LLC | 390.2K -24.2K (-5.8%) | 10.17M -1.1M (-9.4%) | 0.08% -0.005 pp | 0.00% 0.000 pp | USD33.12 -21.3% | 4 qtrs — |
| 64 | BNP PARIBAS ARBITRAGE, SNC | 366.4K -188.0K (-33.9%) | 9.55M -5.5M (-36.4%) | 0.08% -0.040 pp | 0.00% -0.004 pp | USD47.36 -45.0% | 51 qtrs — |
| 65 | STIFEL FINANCIAL CORP | 362.6K -47.0K (-11.5%) | 9.45M -1.6M (-14.8%) | 0.08% -0.010 pp | 0.01% -0.002 pp | USD43.28 -39.8% | 48 qtrs — |
| 66 | CITADEL ADVISORS LLC | 352.7K -1.4M (-79.4%) | 9.19M -37.2M (-80.2%) | 0.07% -0.288 pp | 0.00% -0.006 pp | USD28.86 -9.7% | 24 qtrs — |
| 67 | LAZARD ASSET MANAGEMENT LLC | 352.1K +8.0K (+2.3%) | 9.18M -142.4K (-1.5%) | 0.07% +0.002 pp | 0.02% +0.003 pp | USD42.65 -38.9% | 7 qtrs — |
| 68 | STATE OF WISCONSIN INVESTMENT BOARD | 350.5K -48.0K (-12.0%) | 9.13M -1.7M (-15.4%) | 0.07% -0.010 pp | 0.02% -0.004 pp | USD35.96 -27.5% | 31 qtrs — |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 336.3K -2.1K (-0.6%) | 8.76M -398.9K (-4.4%) | 0.07% 0.000 pp | 0.01% -0.001 pp | USD48.63 -46.4% | 52 qtrs — |
| 70 | POINT72 ASSET MANAGEMENT, L.P. | 334.9K +334.9K (+100.0%) | 8.73M +8.7M (+100.0%) | 0.07% +0.071 pp | 0.01% +0.010 pp | USD26.06 +0.0% | 1 qtrs NEW |
| 71 | HSBC HOLDINGS PLC | 329.7K -71.8K (-17.9%) | 8.60M -2.3M (-20.9%) | 0.07% -0.015 pp | 0.00% -0.002 pp | USD58.33 -55.3% | 56 qtrs — |
| 72 | ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | 326.6K +45.0K (+16.0%) | 8.51M +885.5K (+11.6%) | 0.07% +0.010 pp | 1.00% +0.191 pp | USD39.72 -34.4% | 7 qtrs — |
| 73 | MARINER, LLC | 323.7K +10.4K (+3.3%) | 8.43M -48.7K (-0.6%) | 0.07% +0.002 pp | 0.01% -0.001 pp | USD33.38 -21.9% | 20 qtrs — |
| 74 | BANK OF MONTREAL /CAN/ | 311.5K +15.7K (+5.3%) | 8.12M +108.5K (+1.4%) | 0.07% +0.003 pp | 0.00% 0.000 pp | USD56.79 -54.1% | 51 qtrs — |
| 75 | PRICE T ROWE ASSOCIATES INC /MD/ | 311.2K -6.5K (-2.1%) | 8.11M -494.0K (-5.7%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD30.35 -14.1% | 75 qtrs — |
| 76 | QUANTINNO CAPITAL MANAGEMENT LP | 295.0K -30.9K (-9.5%) | 7.69M -1.1M (-12.9%) | 0.06% -0.006 pp | 0.02% -0.009 pp | USD31.85 -18.2% | 14 qtrs — |
| 77 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 291.2K -73.5K (-20.1%) | 7.59M -2.3M (-23.1%) | 0.06% -0.015 pp | 0.45% +0.085 pp | USD27.08 -3.8% | 2 qtrs — |
| 78 | BAIRD FINANCIAL GROUP, INC. | 283.3K -492.0K (-63.5%) | 7.38M -13.6M (-64.8%) | 0.06% -0.104 pp | 0.01% -0.022 pp | USD44.03 -40.8% | 43 qtrs — |
| 79 | MATTERN CAPITAL MANAGEMENT, LLC | 265.7K +71.9K (+37.1%) | 6.92M +1.7M (+32.0%) | 0.06% +0.015 pp | 0.82% +0.201 pp | USD46.46 -43.9% | 25 qtrs — |
| 80 | AQR CAPITAL MANAGEMENT LLC | 261.3K +202.8K (+346.8%) | 6.81M +5.2M (+330.4%) | 0.06% +0.043 pp | 0.00% +0.003 pp | USD28.51 -8.6% | 82 qtrs — |
| 81 | JANNEY MONTGOMERY SCOTT LLC | 258.7K -62.2K (-19.4%) | 6.74M -1.9M (-22.4%) | 0.05% -0.013 pp | 0.02% -0.005 pp | USD47.23 -44.8% | 40 qtrs — |
| 82 | SATHER FINANCIAL GROUP INC | 248.4K -241.4K (-49.3%) | 6.47M -6.8M (-51.2%) | 0.05% -0.051 pp | 0.35% -0.373 pp | USD46.91 -44.4% | 29 qtrs — |
| 83 | JANE STREET GROUP, LLC | 244.7K +64.4K (+35.7%) | 6.38M +1.5M (+30.6%) | 0.05% +0.014 pp | 0.00% +0.000 pp | USD27.03 -3.6% | 5 qtrs — |
| 84 | PRINCIPAL FINANCIAL GROUP INC | 235.8K +6.1K (+2.6%) | 6.15M -76.1K (-1.2%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD51.23 -49.1% | 81 qtrs — |
| 85 | AQUATIC CAPITAL MANAGEMENT LLC | 226.7K +155.5K (+218.7%) | 5.91M +4.0M (+206.7%) | 0.05% +0.033 pp | 0.17% +0.132 pp | USD28.81 -9.5% | 5 qtrs — |
| 86 | GUGGENHEIM CAPITAL LLC | 220.1K -4.5K (-2.0%) | 5.74M -346.8K (-5.7%) | 0.05% -0.001 pp | 0.04% -0.003 pp | USD42.96 -39.3% | 62 qtrs — |
| 87 | GOTHAM ASSET MANAGEMENT, LLC | 215.6K -162.7K (-43.0%) | 5.62M -4.6M (-45.2%) | 0.05% -0.034 pp | 0.02% -0.024 pp | USD29.91 -12.9% | 7 qtrs — |
| 88 | XTX TOPCO LTD | 210.8K +210.8K (+100.0%) | 5.49M +5.5M (+100.0%) | 0.04% +0.045 pp | 0.14% +0.144 pp | USD26.06 +0.0% | 1 qtrs NEW |
| 89 | ALLIANCEBERNSTEIN L.P. | 207.6K -63.9K (-23.5%) | 5.41M -1.9M (-26.4%) | 0.04% -0.013 pp | 0.00% -0.001 pp | USD41.32 -36.9% | 61 qtrs — |
| 90 | YOUSIF CAPITAL MANAGEMENT, LLC | 194.5K -6.7K (-3.3%) | 5.29M -158.8K (-2.9%) | 0.04% -0.001 pp | 0.06% 0.000 pp | USD54.40 -52.1% | 17 qtrs — |
| 91 | DOUGLASS WINTHROP ADVISORS, LLC | 195.4K -6.8K (-3.4%) | 5.09M -383.6K (-7.0%) | 0.04% -0.001 pp | 0.09% -0.006 pp | USD42.26 -38.3% | 51 qtrs — |
| 92 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 193.1K -263.9K (-57.7%) | 5.03M -7.3M (-59.3%) | 0.04% -0.056 pp | 0.61% -0.387 pp | USD35.78 -27.2% | 5 qtrs — |
| 93 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 192.1K -13.1K (-6.4%) | 5.01M -549.6K (-9.9%) | 0.04% -0.003 pp | 0.01% -0.001 pp | USD39.31 -33.7% | 51 qtrs — |
| 94 | BANYAN CAPITAL MANAGEMENT, INC. | 192.0K +509.0 (+0.3%) | 5.00M -182.1K (-3.5%) | 0.04% +0.000 pp | 2.17% -0.181 pp | USD26.93 -3.2% | 3 qtrs — |
| 95 | AVIVA PLC | 189.3K +44.8K (+31.0%) | 4.93M +1.0M (+26.1%) | 0.04% +0.010 pp | 0.01% +0.001 pp | USD45.88 -43.2% | 51 qtrs — |
| 96 | RK ASSET MANAGEMENT, LLC | 185.8K +1.2K (+0.6%) | 4.84M -159.0K (-3.2%) | 0.04% +0.000 pp | 4.57% +0.021 pp | USD43.32 -39.8% | 6 qtrs — |
| 97 | BLACK CYPRESS CAPITAL MANAGEMENT, LLC | 185.0K -29.4K (-13.7%) | 4.82M -984.4K (-17.0%) | 0.04% -0.006 pp | 3.37% -0.989 pp | USD37.03 -29.6% | 7 qtrs — |
| 98 | J. STERN & CO. LLP | 715.5K +697.3K (+3,833.3%) | 715.5K +222.9K (+45.2%) | 0.15% +0.148 pp | 0.06% +0.024 pp | USD26.55 -1.8% | 6 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Whiting Lawson E | Director / Officer | F-InKind | D | Class A Common | 16,494 | 26.72 | 440.7K | 26,913 | D | ↗ |
| 2026-05-27 | Shepherd Jeremy J | Officer | F-InKind | D | Class A Common | 1,357 | 26.72 | 36.3K | 2,210 | D | ↗ |
| 2026-05-27 | Peterson Crystal L | Officer | F-InKind | D | Class A Common | 616 | 26.72 | 16.5K | 1,101 | D | ↗ |
| 2026-05-27 | Pafilis Yiannis | Officer | A-Award | A | Class B Common | 508 | 0.00 | — | 685 | D | ↗ |
| 2026-05-27 | Nguyen Diane F | Officer | F-InKind | D | Class B Common | 597 | 25.94 | 15.5K | 1,039 | D | ↗ |
| 2026-05-27 | Nall Timothy M | Officer | F-InKind | D | Class A Common | 1,065 | 26.72 | 28.5K | 3,050 | D | ↗ |
| 2026-05-27 | Masick Michael Andrew | Officer | A-Award | A | Class B Common | 611 | 0.00 | — | 1,540 | D | ↗ |
| 2026-05-27 | Graven Christina M | Officer | F-InKind | D | Class B Common | 607 | 25.94 | 15.7K | 1,862 | D | ↗ |
| 2026-05-27 | Farrer Marshall | Director | F-InKind | D | Class A Common | 2,176 | 26.72 | 58.1K | 4,577 | D | ↗ |
| 2026-05-27 | Carr Michael E Jr | Officer | F-InKind | D | Class B Common | 245 | 25.94 | 6.4K | 615 | D | ↗ |
| 2026-04-30 | Enyard Angela S | Officer | M-Exempt | D | Restricted Stock Units | 207 | 0.00 | — | 210 | D | ↗ |
| 2026-04-23 | Peters James W | Officer | A-Award | A | Stock Appreciation Right | 8,992 | 28.40 | 255.4K | 8,992 | D | ↗ |
| 2026-02-12 | Whiting Lawson E | Director / Officer | S-Sale | D | Class A Common | 25,915 | 31.01 | 803.6K | 7,018 | D | ↗ |
| 2025-12-12 | Whiting Lawson E | Director / Officer | S-Sale | D | Class A Common | 8,834 | 31.00 | 273.9K | 32,933 | D | ↗ |
| 2025-12-04 | Whiting Lawson E | Director / Officer | S-Sale | D | Class A Common | 7,746 | 31.01 | 240.2K | 41,767 | D | ↗ |
| 2025-10-08 | Farrer Marshall | Director | G-Gift | D | Class B Common | 2,720 | 0.00 | — | 19,017 | D | ↗ |
| 2025-07-24 | Whiting Lawson E | Director / Officer | A-Award | A | Stock Appreciation Right | 288,238 | 31.15 | 8.98M | 288,238 | D | ↗ |
| 2025-07-24 | TODMAN MICHAEL | Director | A-Award | A | Deferred Stock Units | 5,015 | 0.00 | — | 34,864 | D | ↗ |
| 2025-07-24 | Skeans Tracy L | Director | A-Award | A | Deferred Stock Units | 5,015 | 0.00 | — | 30,416 | D | ↗ |
| 2025-07-24 | Singer Jan | Director | A-Award | A | Deferred Stock Units | 5,015 | 0.00 | — | 13,957 | D | ↗ |
| 2025-07-24 | Shepherd Jeremy J | Officer | A-Award | A | Stock Appreciation Right | 28,418 | 31.15 | 885.2K | 28,418 | D | ↗ |
| 2025-07-24 | SMITH ELIZABETH A | Director | A-Award | A | Deferred Stock Units | 7,603 | 0.00 | — | 17,915 | D | ↗ |
| 2025-07-24 | RONEY MICHAEL J | Director | A-Award | A | Deferred Stock Units | 5,015 | 0.00 | — | 45,137 | D | ↗ |
| 2025-07-24 | Peterson Crystal L | Officer | A-Award | A | Stock Appreciation Right | 10,150 | 31.15 | 316.2K | 10,150 | D | ↗ |
| 2025-07-24 | Pafilis Yiannis | Officer | A-Award | A | Stock Appreciation Right | 31,317 | 31.15 | 975.5K | 31,317 | D | ↗ |
| 2025-07-24 | Nguyen Diane F | Officer | A-Award | A | Stock Appreciation Right | 28,418 | 31.15 | 885.2K | 28,418 | D | ↗ |
| 2025-07-24 | Nall Timothy M | Officer | A-Award | A | Stock Appreciation Right | 28,418 | 31.15 | 885.2K | 28,418 | D | ↗ |
| 2025-07-24 | Masick Michael Andrew | Officer | A-Award | A | Stock Appreciation Right | 28,418 | 31.15 | 885.2K | 28,418 | D | ↗ |
| 2025-07-24 | Graven Christina M | Officer | A-Award | A | Stock Appreciation Right | 22,532 | 31.15 | 701.9K | 22,532 | D | ↗ |
| 2025-07-24 | Farrer Marshall | Director / Officer | A-Award | A | Stock Appreciation Right | 33,513 | 31.15 | 1.04M | 33,513 | D | ↗ |
| 2025-07-24 | Enyard Angela S | Officer | A-Award | A | Stock Appreciation Right | 7,564 | 31.15 | 235.6K | 7,564 | D | ↗ |
| 2025-07-24 | Cunningham Leanne D | Officer | A-Award | A | Stock Appreciation Right | 75,105 | 31.15 | 2.34M | 75,105 | D | ↗ |
| 2025-07-24 | Clouse Mark A. | Director | A-Award | A | Deferred Stock Units | 7,603 | 0.00 | — | 17,109 | D | ↗ |
| 2025-07-24 | Carr Michael E Jr | Officer | A-Award | A | Stock Appreciation Right | 31,463 | 31.15 | 980.1K | 31,463 | D | ↗ |
| 2025-07-24 | Brown Elizabeth M | Director | A-Award | A | Deferred Stock Units | 7,603 | 0.00 | — | 12,845 | D | ↗ |
| 2025-07-24 | Brown Campbell P | Director | A-Award | A | Deferred Stock Units | 5,015 | 0.00 | — | 31,837 | D | ↗ |
| 2025-07-23 | Whiting Lawson E | Director / Officer | S-Sale | D | Class B Common | 23,641 | 31.00 | 732.9K | 4,787 | D | ↗ |
| 2025-07-15 | Musselman William Austin Jr | Director | J-Other | D | Class B Common | 379,650 | 0.00 | — | 770,974 | I | ↗ |
| 2025-07-09 | Brown Campbell P | Director | G-Gift | D | Class B Common | 390,000 | 0.00 | — | 180,863 | D | ↗ |
| 2024-05-01 | Peterson Crystal L | Officer | — | D | Stock Appreciation Right | 1,840 | 70.24 | 129.2K | 0 | — | ↗ |
| 2024-01-05 | Brown Stuart R | Director | G-Gift | D | Class A Common | 2,020 | 0.00 | — | 43,139 | — | ↗ |
| 2023-12-15 | Brown Stuart R | Director | G-Gift | A | Class B Common | 581 | 0.00 | — | 12,071 | — | ↗ |
| 2023-10-31 | Hamel Matthew E | Officer | M-Exempt | A | Class B Common | 8,538 | 35.60 | 304.0K | 32,169 | — | ↗ |
| 2023-07-31 | Hamel Matthew E | Officer | M-Exempt | A | Class B Common | 8,538 | 35.60 | 304.0K | 29,879 | — | ↗ |
| 2023-07-27 | Whiting Lawson E | Director / Officer | A-Award | A | Stock Appreciation Right | 101,906 | 69.87 | 7.12M | 101,906 | — | ↗ |
| 2023-07-27 | TODMAN MICHAEL | Director | A-Award | A | Deferred Stock Units | 2,176 | 0.00 | — | 25,307 | — | ↗ |
| 2023-07-27 | Skeans Tracy L | Director | A-Award | A | Deferred Stock Units | 2,176 | 0.00 | — | 21,042 | — | ↗ |
| 2023-07-27 | Singer Jan | Director | A-Award | A | Deferred Stock Units | 2,176 | 0.00 | — | 5,260 | — | ↗ |
| 2023-07-27 | Shepherd Jeremy J | Officer | A-Award | A | Stock Appreciation Right | 8,429 | 69.87 | 588.9K | 8,429 | — | ↗ |
| 2023-07-27 | SMITH ELIZABETH A | Director | A-Award | A | Deferred Stock Units | 4,862 | 0.00 | — | 4,862 | — | ↗ |
| 2023-07-27 | RONEY MICHAEL J | Director | A-Award | A | Deferred Stock Units | 2,457 | 0.00 | — | 34,731 | — | ↗ |
| 2023-07-27 | Peterson Crystal L | Officer | A-Award | A | Stock Appreciation Right | 3,825 | 69.87 | 267.3K | 3,825 | — | ↗ |
| 2023-07-27 | Nall Timothy M | Officer | A-Award | A | Stock Appreciation Right | 8,429 | 69.87 | 588.9K | 8,429 | — | ↗ |
| 2023-07-27 | Hinrichs Thomas | Officer | A-Award | A | Stock Appreciation Right | 8,628 | 69.87 | 602.8K | 8,628 | — | ↗ |
| 2023-07-27 | Hawley Kirsten M | Officer | A-Award | A | Stock Appreciation Right | 9,885 | 69.87 | 690.7K | 9,885 | — | ↗ |
| 2023-07-27 | Hamel Matthew E | Officer | A-Award | A | Stock Appreciation Right | 11,232 | 69.87 | 784.8K | 11,232 | — | ↗ |
| 2023-07-27 | Farrer Marshall | Director / Officer | A-Award | A | Stock Appreciation Right | 12,651 | 69.87 | 883.9K | 12,651 | — | ↗ |
| 2023-07-27 | Cunningham Leanne D | Officer | A-Award | A | Stock Appreciation Right | 22,987 | 69.87 | 1.61M | 22,987 | — | ↗ |
| 2023-07-27 | Clouse Mark A. | Director | A-Award | A | Deferred Stock Units | 4,517 | 0.00 | — | 4,517 | — | ↗ |
| 2023-07-27 | Brown Stuart R | Director | A-Award | A | Deferred Stock Units | 3,299 | 0.00 | — | 16,230 | — | ↗ |
| 2023-07-27 | Brown Kelli | Officer | A-Award | A | Stock Appreciation Right | 3,695 | 69.87 | 258.2K | 3,695 | — | ↗ |
| 2023-07-27 | Brown Elizabeth M | Director | — | I | Class B Common | 0 | 0.00 | — | 1,410 | — | ↗ |
| 2023-07-27 | Brown Campbell P | Director | A-Award | A | Deferred Stock Units | 5,616 | 0.00 | — | 17,164 | — | ↗ |
| 2023-07-27 | Bentel Matias | Officer | A-Award | A | Stock Appreciation Right | 9,400 | 69.87 | 656.8K | 9,400 | — | ↗ |
| 2023-07-11 | Holland Augusta Brown | Director | J-Other | D | Class B Common | 16,922 | 66.19 | 1.12M | 679,982 | — | ↗ |
| 2023-06-30 | Holland Augusta Brown | Director | S-Sale | D | Class B Common | 150 | 66.96 | 10.0K | 2,262 | — | ↗ |
| 2023-06-26 | Brown Stuart R | Director | G-Gift | A | Class A Common | 11,370 | 0.00 | — | 23,745 | — | ↗ |
| 2023-06-23 | Hamel Matthew E | Officer | G-Gift | A | Class B Common | 19,700 | 0.00 | — | 89,972 | — | ↗ |
| 2023-06-22 | Hawley Kirsten M | Officer | F-InKind | D | Class B Common | 6,618 | 66.32 | 438.9K | 6,586 | — | ↗ |
| 2023-06-01 | Whiting Lawson E | Director / Officer | F-InKind | D | Class A Common | 6,831 | 65.88 | 450.0K | 35,546 | — | ↗ |
| 2023-06-01 | Shepherd Jeremy J | Officer | A-Award | A | Class B Common | 74 | 0.00 | — | 2,796 | — | ↗ |
| 2023-06-01 | Peterson Crystal L | Officer | F-InKind | D | Class B Common | 40 | 65.09 | 2.6K | 1,173 | — | ↗ |
| 2023-06-01 | Nall Timothy M | Officer | F-InKind | D | Class B Common | 98 | 65.09 | 6.4K | 4,841 | — | ↗ |
| 2023-06-01 | Hinrichs Thomas | Officer | F-InKind | D | Class A Common | 507 | 65.88 | 33.4K | 5,386 | — | ↗ |
| 2023-06-01 | Hawley Kirsten M | Officer | F-InKind | D | Class A Common | 331 | 65.88 | 21.8K | 10,261 | — | ↗ |
| 2023-06-01 | Hamel Matthew E | Officer | A-Award | A | Class A Common | 1,388 | 0.00 | — | 7,355 | — | ↗ |
| 2023-06-01 | Farrer Marshall | Director / Officer | F-InKind | D | Class B Common | 143 | 65.09 | 9.3K | 21,737 | — | ↗ |
| 2023-06-01 | Brown Kelli | Officer | F-InKind | D | Class B Common | 53 | 65.09 | 3.4K | 1,614 | — | ↗ |
| 2023-06-01 | Brown Campbell P | Director | A-Award | A | Class B Common | 244 | 0.00 | — | 570,457 | — | ↗ |
| 2023-06-01 | Bentel Matias | Officer | F-InKind | D | Class A Common | 351 | 65.88 | 23.1K | 783 | — | ↗ |
| 2023-05-01 | Nall Timothy M | Officer | — | D | Stock Appreciation Right | 2,965 | 69.21 | 205.2K | 0 | — | ↗ |
| 2023-05-01 | Cunningham Leanne D | Officer | — | D | Stock Appreciation Right | 2,965 | 69.21 | 205.2K | 0 | — | ↗ |
| 2023-04-30 | Nall Timothy M | Officer | — | D | Restricted Stock Units | 626 | 0.00 | — | 0 | — | ↗ |
| 2023-04-28 | Hinrichs Thomas | Officer | F-InKind | D | Class B Common | 7,909 | 65.28 | 516.3K | 16,387 | — | ↗ |
| 2023-04-28 | Hamel Matthew E | Officer | F-InKind | D | Class B Common | 6,600 | 65.28 | 430.8K | 41,041 | — | ↗ |
| 2023-03-28 | Shepherd Jeremy J | Officer | M-Exempt | A | Class B Common | 1,683 | 28.03 | 47.2K | 4,405 | — | ↗ |
| 2023-03-24 | Brown Stuart R | Director | G-Gift | D | Class B Common | 3,260 | 0.00 | — | 306,061 | — | ↗ |
| 2023-02-22 | Whiting Lawson E | Director / Officer | M-Exempt | A | Class B Common | 22,195 | 28.03 | 622.2K | 40,838 | — | ↗ |
| 2023-01-31 | Hamel Matthew E | Officer | M-Exempt | D | Stock Appreciation Right | 10,880 | 28.03 | 305.0K | 10,880 | — | ↗ |
| 2023-01-24 | SMITH ELIZABETH A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-01-23 | Holland Augusta Brown | Director | G-Gift | D | Class A Common | 1,586 | 0.00 | — | 1,005,089 | — | ↗ |
| 2023-01-19 | Holland Augusta Brown | Director | G-Gift | A | Class B Common | 15,305 | 0.00 | — | 696,904 | — | ↗ |
| 2023-01-06 | Brown Stuart R | Director | G-Gift | D | Class A Common | 1,700 | 0.00 | — | 523,449 | — | ↗ |
| 2023-01-05 | Holland Augusta Brown | Director | G-Gift | A | Class A Common | 258 | 0.00 | — | 6,742 | — | ↗ |
| 2023-01-04 | Brown Stuart R | Director | G-Gift | A | Class A Common | 260 | 0.00 | — | 525,149 | — | ↗ |
| 2023-01-03 | Brown Stuart R | Director | G-Gift | A | Class A Common | 260 | 0.00 | — | 524,889 | — | ↗ |
| 2022-12-22 | Holland Augusta Brown | Director | G-Gift | A | Class A Common | 235 | 0.00 | — | 1,006,417 | — | ↗ |
| 2022-12-21 | Brown Stuart R | Director | G-Gift | A | Class B Common | 484 | 0.00 | — | 11,490 | — | ↗ |
| 2022-11-17 | Clouse Mark A. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-31 | Hamel Matthew E | Officer | M-Exempt | D | Stock Appreciation Right | 10,880 | 28.03 | 305.0K | 21,760 | — | ↗ |
| 2022-10-06 | Holland Augusta Brown | Director | G-Gift | D | Class A Common | 1,477 | 0.00 | — | 1,006,182 | — | ↗ |
| 2022-08-15 | Holland Augusta Brown | Director | G-Gift | A | Class B Common | 7,344 | 0.00 | — | 681,599 | — | ↗ |
| 2022-07-15 | Shepherd Jeremy J | Officer | — | D | Class B Common | 0 | 0.00 | — | 2,722 | — | ↗ |
| 2022-07-12 | Brown Stuart R | Director | G-Gift | D | Class A Common | 49,500 | 0.00 | — | 0 | — | ↗ |
| 2022-06-15 | Peterson Crystal L | Officer | — | D | Class B Common | 0 | 0.00 | — | 1,081 | — | ↗ |
| 2022-05-01 | Nall Timothy M | Officer | — | D | Stock Appreciation Right | 9,729 | 54.64 | 531.6K | 0 | — | ↗ |
| 2022-05-01 | Cunningham Leanne D | Officer | — | D | Stock Appreciation Right | 3,892 | 54.64 | 212.7K | 0 | — | ↗ |
| 2022-01-31 | Hamel Matthew E | Officer | F-InKind | D | Class B Common | 9,133 | 67.25 | 614.2K | 11,907 | — | ↗ |
| 2022-01-25 | Singer Jan | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-01-13 | Whiting Lawson E | Director / Officer | M-Exempt | A | Class B Common | 20,044 | 22.72 | 455.5K | 31,676 | — | ↗ |
| 2022-01-06 | Brown Stuart R | Director | G-Gift | D | Class A Common | 1,540 | 0.00 | — | 524,629 | — | ↗ |
| 2022-01-04 | Brown Stuart R | Director | G-Gift | A | Class A Common | 478 | 0.00 | — | 246,219 | — | ↗ |
| 2021-12-29 | Brown Stuart R | Director | G-Gift | D | Class A Common | 190,000 | 0.00 | — | 245,741 | — | ↗ |
| 2021-12-20 | Brown Stuart R | Director | G-Gift | A | Class B Common | 419 | 0.00 | — | 11,006 | — | ↗ |
| 2021-10-29 | Hamel Matthew E | Officer | M-Exempt | A | Class B Common | 14,133 | 23.05 | 325.7K | 36,722 | — | ↗ |
| 2021-10-04 | Holland Augusta Brown | Director | G-Gift | A | Class B Common | 3,728 | 0.00 | — | 674,255 | — | ↗ |
| 2021-09-10 | Nall Timothy M | Officer | F-InKind | D | Class B Common | 7,973 | 71.20 | 567.7K | 8,383 | — | ↗ |
| 2021-09-09 | Hamel Matthew E | Officer | P-Purchase | A | Class B Common | 348 | 71.38 | 24.8K | 46,721 | — | ↗ |
| 2021-07-30 | Hamel Matthew E | Officer | F-InKind | D | Class B Common | 9,016 | 71.46 | 644.3K | 22,069 | — | ↗ |
| 2021-07-22 | de Chabert Ralph E | Officer | A-Award | A | Stock Appreciation Right | 4,961 | 71.24 | 353.4K | 4,961 | — | ↗ |
| 2021-07-22 | Whiting Lawson E | Director / Officer | A-Award | A | Stock Appreciation Right | 100,332 | 71.24 | 7.15M | 100,332 | — | ↗ |
| 2021-07-22 | Skeans Tracy L | Director | A-Award | A | Deferred Stock Units | 3,192 | 0.00 | — | 3,192 | — | ↗ |
| 2021-07-22 | RONEY MICHAEL J | Director | A-Award | A | Deferred Stock Units | 2,673 | 0.00 | — | 2,673 | — | ↗ |
| 2021-07-22 | Nall Timothy M | Officer | A-Award | A | Stock Appreciation Right | 4,472 | 71.24 | 318.6K | 4,472 | — | ↗ |
| 2021-07-22 | Hinrichs Thomas | Officer | A-Award | A | Stock Appreciation Right | 11,153 | 71.24 | 794.5K | 11,153 | — | ↗ |
| 2021-07-22 | Hayes John V. | Officer | A-Award | A | Stock Appreciation Right | 8,681 | 71.24 | 618.4K | 8,681 | — | ↗ |
| 2021-07-22 | Hawley Kirsten M | Officer | A-Award | A | Stock Appreciation Right | 10,997 | 71.24 | 783.4K | 10,997 | — | ↗ |
| 2021-07-22 | Hamel Matthew E | Officer | A-Award | A | Stock Appreciation Right | 13,519 | 71.24 | 963.1K | 13,519 | — | ↗ |
| 2021-07-22 | Gutmann Kathleen M. | Director | A-Award | A | Deferred Stock Units | 2,153 | 0.00 | — | 2,153 | — | ↗ |
| 2021-07-22 | Farrer Marshall | Officer | A-Award | A | Stock Appreciation Right | 8,629 | 0.00 | — | 8,629 | — | ↗ |
| 2021-07-22 | Cunningham Leanne D | Officer | A-Award | A | Stock Appreciation Right | 12,451 | 71.24 | 887.0K | 12,451 | — | ↗ |
| 2021-07-22 | Cook John D. | Director | A-Award | A | Deferred Stock Units | 3,192 | 0.00 | — | 3,192 | — | ↗ |
| 2021-07-22 | Brown Stuart R | Director | A-Award | A | Deferred Stock Units | 3,192 | 0.00 | — | 3,192 | — | ↗ |
| 2021-07-22 | Brown Kelli | Officer | A-Award | A | Stock Appreciation Right | 2,026 | 71.24 | 144.3K | 2,026 | — | ↗ |
| 2021-07-22 | Brown Campbell P | Director | A-Award | A | Deferred Stock Units | 5,509 | 0.00 | — | 5,509 | — | ↗ |
| 2021-07-22 | Bentel Matias | Officer | A-Award | A | Stock Appreciation Right | 11,368 | 71.24 | 809.9K | 11,368 | — | ↗ |
| 2021-07-22 | BOUSQUET CHAVANNE PATRICK | Director | A-Award | A | Deferred Stock Units | 2,153 | 0.00 | — | 2,153 | — | ↗ |
| 2021-07-22 | Alvarez Alejandro A | Officer | A-Award | A | Stock Appreciation Right | 8,516 | 71.24 | 606.7K | 8,516 | — | ↗ |
| 2021-07-02 | Nall Timothy M | Officer | — | I | Class A Common | 0 | 0.00 | — | 36 | — | ↗ |
| 2021-07-02 | Cunningham Leanne D | Officer | — | I | Class B Common | 0 | 0.00 | — | 3,095 | — | ↗ |
| 2021-07-01 | Hawley Kirsten M | Officer | M-Exempt | A | Class B Common | 30,008 | 39.76 | 1.19M | 34,192 | — | ↗ |
| 2021-06-01 | de Chabert Ralph E | Officer | A-Award | A | Class A Common | 777 | 0.00 | — | 2,987 | — | ↗ |
| 2021-06-01 | Whiting Lawson E | Director / Officer | F-InKind | D | Class A Common | 3,432 | 71.35 | 244.9K | 15,597 | — | ↗ |
| 2021-06-01 | MORREAU JANE C | Officer | A-Award | A | Class A Common | 5,160 | 0.00 | — | 43,056 | — | ↗ |
| 2021-06-01 | Hayes John V. | Officer | A-Award | A | Class A Common | 1,434 | 0.00 | — | 1,434 | — | ↗ |
| 2021-06-01 | Hawley Kirsten M | Officer | A-Award | A | Class A Common | 1,925 | 0.00 | — | 8,748 | — | ↗ |
| 2021-06-01 | Hamel Matthew E | Officer | F-InKind | D | Class A Common | 1,248 | 71.35 | 89.0K | 4,925 | — | ↗ |
| 2021-06-01 | Farrer Marshall | Director / Officer | F-InKind | D | Class B Common | 116 | 76.28 | 8.8K | 18,169 | — | ↗ |
| 2021-06-01 | Brown Kelli | Officer | F-InKind | D | Class B Common | 102 | 76.28 | 7.8K | 1,328 | — | ↗ |
| 2021-06-01 | Brown Campbell P | Director | A-Award | A | Class B Common | 346 | 0.00 | — | 534,253 | — | ↗ |
| 2021-06-01 | Bentel Matias | Officer | F-InKind | D | Class B Common | 170 | 76.28 | 13.0K | 2,577 | — | ↗ |
| 2021-06-01 | Alvarez Alejandro A | Officer | A-Award | A | Class A Common | 1,639 | 0.00 | — | 8,386 | — | ↗ |
| 2021-05-01 | Nall Timothy M | Officer | — | D | Stock Appreciation Right | 9,505 | 54.00 | 513.3K | 0 | — | ↗ |
| 2021-05-01 | Cunningham Leanne D | Officer | — | D | Stock Appreciation Right | 3,802 | 54.00 | 205.3K | 0 | — | ↗ |
| 2021-04-30 | Hinrichs Thomas | Officer | M-Exempt | A | Class B Common | 12,302 | 18.22 | 224.1K | 15,199 | — | ↗ |
| 2021-04-30 | Hamel Matthew E | Officer | M-Exempt | A | Class B Common | 15,245 | 18.22 | 277.7K | 25,666 | — | ↗ |
| 2021-04-30 | Farrer Marshall | Officer | M-Exempt | A | Class B Common | 3,916 | 18.22 | 71.3K | 19,693 | — | ↗ |
| 2021-04-27 | Hayes John V. | Officer | M-Exempt | A | Class B Common | 14,456 | 18.22 | 263.3K | 20,678 | — | ↗ |
| 2021-01-29 | Hamel Matthew E | Officer | G-Gift | A | Class B Common | 67,539 | 0.00 | — | 67,539 | — | ↗ |
| 2021-01-15 | Whiting Lawson E | Director / Officer | F-InKind | D | Class B Common | 13,129 | 73.46 | 964.5K | 11,632 | — | ↗ |
| 2021-01-15 | Brown Campbell P | Director | J-Other | D | Class B Common | 189,452 | 73.46 | 13.92M | 191,850 | — | ↗ |
| 2021-01-14 | Brown Campbell P | Director | G-Gift | A | Class B Common | 191,850 | 0.00 | — | 191,850 | — | ↗ |
| 2021-01-07 | Holland Augusta Brown | Director | G-Gift | A | Class B Common | 3,363 | 0.00 | — | 624,277 | — | ↗ |
| 2021-01-04 | MORREAU JANE C | Officer | F-InKind | D | Class B Common | 15,743 | 79.43 | 1.25M | 30,564 | — | ↗ |
| 2020-12-18 | Hayes John V. | Officer | M-Exempt | D | Stock Appreciation Right | 14,456 | 18.22 | 263.3K | 14,456 | — | ↗ |
| 2020-12-16 | Brown George Garvin IV | Director | G-Gift | D | Class B Common | 13,100 | 0.00 | — | 583,368 | — | ↗ |
| 2020-10-30 | Hamel Matthew E | Officer | F-InKind | D | Class B Common | 9,229 | 69.62 | 642.5K | 118,892 | — | ↗ |
| 2020-10-14 | de Chabert Ralph E | Officer | M-Exempt | D | Stock Appreciation Right | 3,074 | 18.22 | 56.0K | 0 | — | ↗ |
| 2020-10-07 | de Chabert Ralph E | Officer | S-Sale | D | Class A Common | 695 | 69.68 | 48.4K | 2,210 | — | ↗ |
| 2020-10-02 | Holland Augusta Brown | Director | J-Other | D | Class A Common | 3,413 | 68.86 | 235.0K | 1,010,027 | — | ↗ |
| 2020-10-01 | Holland Augusta Brown | Director | G-Gift | A | Class A Common | 225 | 0.00 | — | 1,008,852 | — | ↗ |
| 2020-09-25 | Holland Augusta Brown | Director | G-Gift | A | Class B Common | 5,066 | 0.00 | — | 620,914 | — | ↗ |
| 2020-09-15 | Brown Kelli | Officer | M-Exempt | D | Stock Appreciation Right | 1,024 | 36.11 | 37.0K | 0 | — | ↗ |
| 2020-09-09 | Hayes John V. | Officer | G-Gift | D | Class B Common | 955 | 0.00 | — | 41,001 | — | ↗ |
| 2020-09-09 | BOUSQUET CHAVANNE PATRICK | Director | S-Sale | D | Class B Common | 6,250 | 80.00 | 500.0K | 60,415 | — | ↗ |
| 2020-09-08 | Hamel Matthew E | Officer | P-Purchase | A | Class A Common | 264 | 72.95 | 19.3K | 31,087 | — | ↗ |
| 2020-07-30 | de Chabert Ralph E | Officer | A-Award | A | Stock Appreciation Right | 7,393 | 69.21 | 511.7K | 7,393 | — | ↗ |
| 2020-07-30 | Whiting Lawson E | Director / Officer | A-Award | A | Stock Appreciation Right | 107,803 | 69.21 | 7.46M | 107,803 | — | ↗ |
| 2020-07-30 | Skeans Tracy L | Director | A-Award | A | Deferred Stock Units | 3,253 | 0.00 | — | 11,940 | — | ↗ |
| 2020-07-30 | RONEY MICHAEL J | Director | A-Award | A | Deferred Stock Units | 3,253 | 0.00 | — | 25,698 | — | ↗ |
| 2020-07-30 | MORREAU JANE C | Officer | A-Award | A | Stock Appreciation Right | 23,933 | 69.21 | 1.66M | 23,933 | — | ↗ |
| 2020-07-30 | Holland Augusta Brown | Director | A-Award | A | Deferred Stock Units | 2,718 | 0.00 | — | 13,413 | — | ↗ |
| 2020-07-30 | Hinrichs Thomas | Officer | A-Award | A | Stock Appreciation Right | 17,708 | 69.21 | 1.23M | 17,708 | — | ↗ |
| 2020-07-30 | Hayes John V. | Officer | A-Award | A | Stock Appreciation Right | 14,374 | 69.21 | 994.8K | 14,374 | — | ↗ |
| 2020-07-30 | Hawley Kirsten M | Officer | A-Award | A | Stock Appreciation Right | 8,847 | 69.21 | 612.3K | 8,847 | — | ↗ |
| 2020-07-30 | Hamel Matthew E | Officer | A-Award | A | Stock Appreciation Right | 23,056 | 69.21 | 1.60M | 23,056 | — | ↗ |
| 2020-07-30 | Gutmann Kathleen M. | Director | A-Award | A | Deferred Stock Units | 2,143 | 0.00 | — | 9,645 | — | ↗ |
| 2020-07-30 | Farrer Marshall | Director / Officer | A-Award | A | Stock Appreciation Right | 3,358 | 69.21 | 232.4K | 3,358 | — | ↗ |
| 2020-07-30 | Cook John D. | Director | A-Award | A | Deferred Stock Units | 2,143 | 0.00 | — | 25,184 | — | ↗ |
| 2020-07-30 | Brown Stuart R | Director | A-Award | A | Deferred Stock Units | 3,253 | 0.00 | — | 6,285 | — | ↗ |
| 2020-07-30 | Brown George Garvin IV | Director | A-Award | A | Deferred Stock Units | 4,960 | 0.00 | — | 36,369 | — | ↗ |
| 2020-07-30 | Brown Campbell P | Director | A-Award | A | Stock Appreciation Right | 8,894 | 69.21 | 615.6K | 8,894 | — | ↗ |
| 2020-07-30 | Bentel Matias | Officer | A-Award | A | Stock Appreciation Right | 9,412 | 69.21 | 651.4K | 9,412 | — | ↗ |
| 2020-07-30 | BOUSQUET CHAVANNE PATRICK | Director | A-Award | A | Deferred Stock Units | 2,143 | 0.00 | — | 25,943 | — | ↗ |
| 2020-07-30 | Alvarez Alejandro A | Officer | A-Award | A | Stock Appreciation Right | 8,460 | 69.21 | 585.5K | 8,460 | — | ↗ |
| 2020-07-24 | Hamel Matthew E | Officer | M-Exempt | D | Stock Appreciation Right | 15,245 | 18.22 | 277.7K | 45,735 | — | ↗ |
| 2020-07-01 | Hawley Kirsten M | Officer | S-Sale | D | Class B Common | 3,562 | 64.18 | 228.6K | 4,184 | — | ↗ |
| 2020-06-25 | Hawley Kirsten M | Officer | M-Exempt | D | Stock Appreciation Right | 14,032 | 40.15 | 563.3K | 0 | — | ↗ |
| 2020-06-01 | de Chabert Ralph E | Officer | A-Award | A | Class B Common | 340 | 0.00 | — | 5,207 | — | ↗ |
| 2020-06-01 | Whiting Lawson E | Officer | A-Award | A | Class A Common | 4,782 | 0.00 | — | 13,168 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Lawson E. Whiting President and Chief Executive Officer | 1.25M | — | 4.77M | 2.22M | 3.71M | 1.25M | 13.19M | 52.92% | ↗ |
| 2 | 2024 | Leanne D. Cunningham Executive Vice President and Chief Financial Officer | 655.6K | — | 1.08M | 500.0K | 937.0K | 617.0K | 3.78M | 41.62% | ↗ |
| 3 | 2024 | Marshall B. Farrer Executive Vice President, Chief Strategic Growth Officer | 523.5K | — | 591.7K | 275.2K | 615.0K | 1.65M | 3.66M | 23.68% | ↗ |
| 4 | 2024 | Matthew E. Hamel Executive Vice President and General Counsel | 614.8K | — | 525.3K | 244.3K | 676.2K | 205.3K | 2.27M | 33.96% | ↗ |
| 5 | 2024 | Thomas W. Hinrichs Executive Vice President, President, Emerging International | 528.7K | — | 403.5K | 187.7K | 731.1K | 22.1K | 1.87M | 31.56% | ↗ |
| 6 | 2023 | Lawson E. Whiting President and Chief Executive Officer | 1.25M | — | 2.08M | 1.79M | 3.39M | 1.15M | 9.65M | 40.02% | ↗ |
| 7 | 2023 | Leanne D. Cunningham Executive Vice President and Chief Financial Officer | 620.8K | — | 387.3K | 333.3K | 902.0K | 489.5K | 2.73M | 26.37% | ↗ |
| 8 | 2023 | Thomas W. Hinrichs Executive Vice President, President, Emerging International | 473.3K | — | 193.1K | 166.1K | 688.5K | 468.2K | 1.99M | 18.06% | ↗ |
| 9 | 2023 | Matthew E. Hamel Executive Vice President and General Counsel | 591.1K | — | 273.0K | 234.9K | 636.7K | 161.0K | 1.90M | 26.78% | ↗ |
| 10 | 2023 | Kirsten M. Hawley Executive Vice President, Chief People, Places, and Communications Officer | 487.7K | — | 222.1K | 191.1K | 680.9K | 36.0K | 1.62M | 25.54% | ↗ |
| 11 | 2022 | Lawson E. Whiting President and Chief Executive Officer | 1.25M | — | 1.68M | 1.69M | 2.73M | 1.01M | 8.36M | 40.31% | ↗ |
| 12 | 2022 | Thomas W. Hinrichs Senior Vice President, President, Emerging International | 507.5K | — | 186.9K | 187.9K | 526.8K | 441.1K | 1.85M | 20.26% | ↗ |
| 13 | 2022 | Thomas W. Hinrichs Executive Vice President, President, Emerging International | 507.5K | — | 186.9K | 187.9K | 526.8K | 441.1K | 1.85M | 20.26% | ↗ |
| 14 | 2022 | Leanne D. Cunningham Executive Vice President and Chief Financial Officer | 551.3K | — | 208.7K | 209.8K | 628.2K | 33.2K | 1.63M | 25.65% | ↗ |
| 15 | 2022 | Leanne D. Cunningham Senior Vice President and Chief Financial Officer | 551.3K | — | 208.7K | 209.8K | 628.2K | 33.2K | 1.63M | 25.65% | ↗ |
| 16 | 2022 | Matthew E. Hamel Executive Vice President and General Counsel | 566.5K | — | 226.5K | 227.7K | 496.2K | 33.3K | 1.55M | 29.30% | ↗ |
| 17 | 2022 | Kirsten M. Hawley Senior Vice President, Chief People, Places, and Communications Officer | 465.3K | — | 184.3K | 185.3K | 566.7K | 35.1K | 1.44M | 25.73% | ↗ |
| 18 | 2022 | Kirsten M. Hawley Executive Vice President, Chief People, Places, and Communications Officer | 465.3K | — | 184.3K | 185.3K | 566.7K | 35.1K | 1.44M | 25.73% | ↗ |
| 19 | 2022 | Jane C. Morreau Former Executive Vice President and Chief Financial Officer | 122.2K | — | 65.4K | 65.7K | 567.7K | 550.5K | 1.37M | 9.56% | ↗ |
| 20 | 2021 | Lawson E. Whiting President and Chief Executive Officer | 1.18M | — | 2.02M | 1.58M | 2.99M | 1.35M | 9.11M | 39.46% | ↗ |
| 21 | 2021 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 643.8K | — | 392.6K | 349.7K | 960.4K | 633.0K | 2.98M | 24.91% | ↗ |
| 22 | 2021 | Jane C. Morreau Former Executive Vice President and Chief Financial Officer | 643.8K | — | 392.6K | 349.7K | 960.4K | 633.0K | 2.98M | 24.91% | ↗ |
| 23 | 2021 | Matthew E. Hamel Executive Vice President, General Counsel and Secretary | 552.6K | — | 189.1K | 336.8K | 531.8K | 347.4K | 1.96M | 26.86% | ↗ |
| 24 | 2021 | Matthew E. Hamel Executive Vice President and General Counsel | 552.6K | — | 189.1K | 336.8K | 531.8K | 347.4K | 1.96M | 26.86% | ↗ |
| 25 | 2021 | Thomas W. Hinrichs Senior Vice President, President, Emerging International | 480.7K | — | 145.2K | 258.7K | 727.7K | 129.0K | 1.74M | 23.20% | ↗ |
| 26 | 2021 | Thomas W. Hinrichs Executive Vice President, President, Emerging International | 480.7K | — | 145.2K | 258.7K | 727.7K | 129.0K | 1.74M | 23.20% | ↗ |
| 27 | 2021 | Kirsten M. Hawley Executive Vice President, Chief People, Places, and Communications Officer | 443.0K | — | 145.1K | 129.3K | 585.1K | 308.4K | 1.61M | 17.03% | ↗ |
| 28 | 2021 | Kirsten M. Hawley Senior Vice President, Chief People, Places, and Communications Officer | 443.0K | — | 145.1K | 129.3K | 585.1K | 308.4K | 1.61M | 17.03% | ↗ |
| 29 | 2020 | Lawson E. Whiting President and Chief Executive Officer | 1.07M | — | 1.48M | 1.23M | 660.4K | 1.76M | 6.20M | 43.66% | ↗ |
| 30 | 2020 | Jane C. Morreau Former Executive Vice President and Chief Financial Officer | 640.8K | — | 369.7K | 349.7K | 416.7K | 1.48M | 3.25M | 22.12% | ↗ |
| 31 | 2020 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 640.8K | — | 369.7K | 349.7K | 416.7K | 1.48M | 3.25M | 22.12% | ↗ |
| 32 | 2020 | Mark I. McCallum Former Executive Vice President and Chief Brands Officer | 475.8K | — | 160.8K | 152.1K | 427.1K | 946.4K | 2.16M | 14.47% | ↗ |
| 33 | 2020 | Matthew E. Hamel Executive Vice President, General Counsel and Secretary | 550.0K | — | 178.1K | 336.8K | 209.8K | 593.6K | 1.87M | 27.56% | ↗ |
| 34 | 2020 | Matthew E. Hamel Executive Vice President and General Counsel | 550.0K | — | 178.1K | 336.8K | 209.8K | 593.6K | 1.87M | 27.56% | ↗ |
| 35 | 2020 | John V. Hayes Senior Vice President, President, USA & Canada | 427.2K | — | 111.0K | 105.0K | 181.0K | 875.0K | 1.70M | 12.71% | ↗ |
| 36 | 2020 | Thomas W. Hinrichs Senior Vice President, President, Emerging International | 473.5K | — | 137.2K | 259.5K | 268.5K | 218.7K | 1.36M | 29.23% | ↗ |
| 37 | 2020 | Thomas Hinrichs Senior Vice President, President, International Division | 473.5K | — | 137.2K | 259.5K | 268.5K | 218.7K | 1.36M | 29.23% | ↗ |
| 38 | 2019 | Paul C. Varga Former Company Chairman and Chief Executive Officer | 806.8K | — | 927.0K | 907.3K | 2.55M | 5.45M | 10.64M | 17.24% | ↗ |
| 39 | 2019 | Lawson E. Whiting President and Chief Executive Officer | 872.4K | — | 459.8K | 450.0K | 1.15M | 766.4K | 3.70M | 24.62% | ↗ |
| 40 | 2019 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 620.8K | — | 321.8K | 315.0K | 747.2K | 1.06M | 3.07M | 20.78% | ↗ |
| 41 | 2019 | Mark I. McCallum Executive Vice President and Chief Brands Officer | 678.1K | — | 226.3K | 221.5K | 886.0K | 566.8K | 2.58M | 17.36% | ↗ |
| 42 | 2019 | Mark I. McCallum Former Executive Vice President and Chief Brands Officer | 678.1K | — | 226.3K | 221.5K | 886.0K | 566.8K | 2.58M | 17.36% | ↗ |
| 43 | 2019 | Matthew E. Hamel Executive Vice President, General Counsel and Secretary | 534.0K | — | 167.1K | 327.0K | 458.9K | 369.0K | 1.86M | 26.62% | ↗ |
| 44 | 2019 | Thomas W. Hinrichs Senior Vice President, President, Emerging International | 477.0K | — | 126.0K | 123.4K | 558.2K | 188.4K | 1.47M | 16.93% | ↗ |
| 45 | 2019 | Thomas Hinrichs Senior Vice President, President, International Division | 477.0K | — | 126.0K | 123.4K | 558.2K | 188.4K | 1.47M | 16.93% | ↗ |
| 46 | 2019 | Thomas Hinrichs Senior Vice President, International Division | 477.0K | — | 126.0K | 123.4K | 558.2K | 188.4K | 1.47M | 16.93% | ↗ |
| 47 | 2018 | Paul C. Varga Former Company Chairman and Chief Executive Officer | 1.15M | — | 1.50M | 1.54M | 4.20M | 438.6K | 8.83M | 34.44% | ↗ |
| 48 | 2018 | Paul C. Varga Company Chairman and Chief Executive Officer | 1.15M | — | 1.50M | 1.54M | 4.20M | 438.6K | 8.83M | 34.44% | ↗ |
| 49 | 2018 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 599.0K | — | 306.8K | 270.0K | 966.7K | 804.2K | 2.95M | 19.57% | ↗ |
| 50 | 2018 | Mark I. McCallum Executive Vice President and Chief Brands Officer | 661.5K | — | 244.3K | 215.0K | 1.17M | 481.2K | 2.78M | 16.55% | ↗ |
| 51 | 2018 | Mark I. McCallum Executive Vice President, President Jack Daniel’s Brands | 661.5K | — | 244.3K | 215.0K | 1.17M | 481.2K | 2.78M | 16.55% | ↗ |
| 52 | 2018 | Mark I. McCallum Former Executive Vice President and Chief Brands Officer | 661.5K | — | 244.3K | 215.0K | 1.17M | 481.2K | 2.78M | 16.55% | ↗ |
| 53 | 2018 | Jill A. Jones Former Executive Vice President, President, NAR, CCSA, IMEA & GTR | 614.6K | — | 238.6K | 210.0K | 967.2K | 473.6K | 2.50M | 17.91% | ↗ |
| 54 | 2018 | Lawson E. Whiting Executive Vice President, Chief Operating Officer | 597.5K | — | 184.6K | 227.5K | 931.7K | 436.2K | 2.38M | 17.33% | ↗ |
| 55 | 2018 | Lawson E. Whiting President and Chief Executive Officer | 597.5K | — | 184.6K | 227.5K | 931.7K | 436.2K | 2.38M | 17.33% | ↗ |
| 56 | 2017 | Paul C. Varga Former Company Chairman and Chief Executive Officer | 1.14M | — | 1.24M | 1.54M | 3.86M | 1.08M | 8.87M | 31.32% | ↗ |
| 57 | 2017 | Paul C. Varga Company Chairman and Chief Executive Officer | 1.14M | — | 1.24M | 1.54M | 3.86M | 1.08M | 8.87M | 31.32% | ↗ |
| 58 | 2017 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 594.8K | — | 278.1K | 297.0K | 915.1K | 810.1K | 2.90M | 19.87% | ↗ |
| 59 | 2017 | Mark I. McCallum Executive Vice President, President Jack Daniel’s Brands | 659.0K | — | 201.3K | 215.0K | 981.2K | 462.4K | 2.52M | 16.53% | ↗ |
| 60 | 2017 | Mark I. McCallum Executive Vice President and Chief Brands Officer | 659.0K | — | 201.3K | 215.0K | 981.2K | 462.4K | 2.52M | 16.53% | ↗ |
| 61 | 2017 | Jill A. Jones Former Executive Vice President, President, NAR, CCSA, IMEA & GTR | 612.1K | — | 196.6K | 210.0K | 915.6K | 490.0K | 2.42M | 16.77% | ↗ |
| 62 | 2017 | Jill A. Jones Executive Vice President, President, NAR, CCSA, IMEA & GTR | 612.1K | — | 196.6K | 210.0K | 915.6K | 490.0K | 2.42M | 16.77% | ↗ |
| 63 | 2017 | Lawson E. Whiting Executive Vice President, Chief Operating Officer | 487.3K | — | 152.2K | 162.5K | 741.5K | 377.1K | 1.92M | 16.38% | ↗ |
| 64 | 2017 | Lawson E. Whiting President and Chief Executive Officer | 487.3K | — | 152.2K | 162.5K | 741.5K | 377.1K | 1.92M | 16.38% | ↗ |
| 65 | 2017 | Lawson E. Whiting Executive Vice President, Chief Brands and Strategy Officer, B-F Brands | 487.3K | — | 152.2K | 162.5K | 741.5K | 377.1K | 1.92M | 16.38% | ↗ |
| 66 | 2016 | Paul C. Varga Company Chairman and Chief Executive Officer | 1.13M | — | 1.27M | 1.47M | 4.68M | 1.06M | 9.61M | 28.51% | ↗ |
| 67 | 2016 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 569.6K | — | 360.2K | 255.0K | 1.00M | 841.9K | 3.03M | 20.31% | ↗ |
| 68 | 2016 | Jill A. Jones Former Executive Vice President, President, NAR, CCSA, IMEA & GTR | 594.8K | — | 339.0K | 240.0K | 1.08M | 518.9K | 2.77M | 20.89% | ↗ |
| 69 | 2016 | Jill A. Jones Executive Vice President, President, NAR, CCSA, IMEA & GTR | 594.8K | — | 339.0K | 240.0K | 1.08M | 518.9K | 2.77M | 20.89% | ↗ |
| 70 | 2016 | Mark I. McCallum Executive Vice President, President Jack Daniel’s Brands | 642.5K | — | 257.3K | 212.5K | 1.01M | 518.1K | 2.64M | 17.80% | ↗ |
| 71 | 2016 | Matthew E. Hamel Executive Vice President, General Counsel & Secretary | 493.4K | — | 174.0K | 287.5K | 596.0K | 227.2K | 1.78M | 25.96% | ↗ |
| 72 | 2015 | Paul C. Varga Company Chairman and Chief Executive Officer | 1.13M | — | 1.46M | 1.20M | 4.17M | 3.06M | 11.02M | 24.13% | ↗ |
| 73 | 2015 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 544.6K | — | 283.3K | 264.0K | 1.01M | 876.2K | 2.98M | 18.40% | ↗ |
| 74 | 2015 | Mark I. McCallum Executive Vice President, President Jack Daniel’s Brands | 621.3K | — | 280.2K | 269.0K | 1.00M | 730.7K | 2.91M | 18.90% | ↗ |
| 75 | 2015 | Jill A. Jones Executive Vice President, President, NAR, CCSA, IMEA & GTR | 529.6K | — | 244.3K | 201.0K | 1.07M | 565.0K | 2.61M | 17.09% | ↗ |
| 76 | 2014 | Paul C. Varga Chairman and Chief Executive Officer | 1.11M | — | 6.10M | 925.0K | 3.65M | 473.9K | 12.26M | 57.29% | ↗ |
| 77 | 2014 | Paul C. Varga Company Chairman and Chief Executive Officer | 1.11M | — | 6.10M | 925.0K | 3.65M | 473.9K | 12.26M | 57.29% | ↗ |
| 78 | 2014 | Donald C. Berg Retired Executive Vice President and Chief Financial Officer | 596.5K | — | 188.0K | 190.0K | 1.01M | 1.22M | 3.20M | 11.81% | ↗ |
| 79 | 2014 | Mark I. McCallum Executive Vice President, President for Europe, Africa, Middle East, Asia Pacific and Travel Retail | 605.6K | — | 312.7K | 237.0K | 1.10M | 375.6K | 2.63M | 20.90% | ↗ |
| 80 | 2014 | Mark I. McCallum Executive Vice President, President Jack Daniel’s Brands | 605.6K | — | 312.7K | 237.0K | 1.10M | 375.6K | 2.63M | 20.90% | ↗ |
| 81 | 2014 | James S. Welch, Jr. Vice Chairman, Executive Director of Corporate Affairs, Strategy, and Diversity | 600.4K | — | 288.9K | 219.0K | 849.7K | 280.5K | 2.24M | 22.69% | ↗ |
| 82 | 2014 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 456.5K | — | 190.5K | 137.5K | 806.7K | 447.5K | 2.04M | 16.09% | ↗ |
| 83 | 2014 | Jill A. Jones Executive Vice President, North America and Latin America Regions | 496.5K | — | 143.5K | 145.0K | 853.9K | 274.6K | 1.91M | 15.08% | ↗ |
| 84 | 2014 | Jill A. Jones Executive Vice President, President, NAR, CCSA, IMEA & GTR | 496.5K | — | 143.5K | 145.0K | 853.9K | 274.6K | 1.91M | 15.08% | ↗ |
| 85 | 2013 | Paul C. Varga Chairman and Chief Executive Officer | 1.10M | — | 1.32M | 989.9K | 3.79M | 2.12M | 9.32M | 24.74% | ↗ |
| 86 | 2013 | Donald C. Berg Retired Executive Vice President and Chief Financial Officer | 584.8K | — | 251.3K | 294.0K | 1.10M | 895.6K | 3.13M | 17.41% | ↗ |
| 87 | 2013 | Mark I. McCallum Executive Vice President, President for Europe, Africa, Middle East, Asia Pacific and Travel Retail | 584.1K | — | 346.5K | 266.0K | 1.33M | 492.1K | 3.02M | 20.28% | ↗ |
| 88 | 2013 | James S. Welch, Jr. Vice Chairman, Executive Director of Corporate Affairs, Strategy, and Diversity | 584.8K | — | 328.3K | 216.0K | 872.8K | 724.5K | 2.73M | 19.96% | ↗ |
| 89 | 2013 | Jane C. Morreau Executive Vice President and Chief Financial Officer | 404.0K | — | 162.4K | 118.7K | 733.1K | 504.1K | 1.92M | 14.63% | ↗ |
| 90 | 2012 | Paul C. Varga Chairman and Chief Executive Officer | 1.07M | — | 1.20M | 900.2K | 3.21M | 1.76M | 8.15M | 25.77% | ↗ |
| 91 | 2012 | Donald C. Berg Retired Executive Vice President and Chief Financial Officer | 569.2K | — | 280.0K | 196.0K | 881.2K | 712.0K | 2.64M | 18.04% | ↗ |
| 92 | 2012 | Donald C. Berg Executive Vice President and Chief Financial Officer | 569.2K | — | 280.0K | 196.0K | 881.2K | 712.0K | 2.64M | 18.04% | ↗ |
| 93 | 2012 | James S. Welch, Jr. Vice Chairman, Executive Director of Corporate Affairs, Strategy, and Diversity | 569.2K | — | 280.0K | 210.0K | 646.8K | 571.2K | 2.28M | 21.52% | ↗ |
| 94 | 2012 | James S. Welch, Jr. Vice Chairman | 569.2K | — | 280.0K | 210.0K | 646.8K | 571.2K | 2.28M | 21.52% | ↗ |
| 95 | 2012 | Mark I. McCallum Executive Vice President, President for Europe, Africa, Middle East, Asia Pacific and Travel Retail | 568.6K | — | 253.8K | 217.6K | 780.2K | 391.4K | 2.21M | 21.31% | ↗ |
| 96 | 2012 | Mark I. McCallum Executive Vice President and Chief Operating Officer | 568.6K | — | 253.8K | 217.5K | 780.2K | 391.4K | 2.21M | 21.31% | ↗ |
| 97 | 2012 | Kris Sirchio Executive Vice President and Chief Marketing Officer | 557.7K | — | 132.0K | 132.0K | 675.9K | 123.9K | 1.62M | 16.28% | ↗ |
| 98 | 2011 | Paul C. Varga Chairman and Chief Executive Officer | 1.04M | — | 810.0K | 1.08M | 2.92M | 1.23M | 7.08M | 26.69% | ↗ |
| 99 | 2011 | Donald C. Berg Executive Vice President and Chief Financial Officer | 553.5K | — | 250.0K | 156.3K | 843.0K | 421.6K | 2.22M | 18.26% | ↗ |
| 100 | 2011 | James S. Welch, Jr. Vice Chairman | 554.8K | — | 187.5K | 250.0K | 735.0K | 359.2K | 2.09M | 20.97% | ↗ |
| 101 | 2011 | Mark I. McCallum Executive Vice President and Chief Operating Officer | 554.4K | — | 162.5K | 162.5K | 859.0K | 252.1K | 1.99M | 16.33% | ↗ |
| 102 | 2010 | Paul C. Varga Chairman and Chief Executive Officer | 1.01M | — | 651.0K | 577.3K | 3.68M | 1.78M | 7.70M | 15.96% | ↗ |
| 103 | 2010 | James S. Welch, Jr. Vice Chairman | 546.9K | — | 240.0K | 186.2K | 885.8K | 694.6K | 2.55M | 16.69% | ↗ |
| 104 | 2010 | Donald C. Berg Executive Vice President and Chief Financial Officer | 541.7K | — | 150.0K | 212.8K | 793.3K | 713.3K | 2.41M | 15.05% | ↗ |
| 105 | 2010 | Mark I. McCallum Executive Vice President and Chief Operating Officer | 546.6K | — | 312.5K | 138.6K | 973.0K | 282.9K | 2.25M | 20.02% | ↗ |
| 106 | 2010 | Matthew E. Hamel Executive Vice President, General Counsel and Secretary | 413.4K | — | 100.0K | 177.4K | 698.0K | 99.0K | 1.49M | 18.64% | ↗ |
| 107 | 2009 | Paul C. Varga Chairman and Chief Executive Officer | 1.00M | — | 813.8K | — | 2.05M | 151.2K | 4.02M | 20.26% | ↗ |
| 108 | 2009 | James L. Bareuther Executive Vice President for Global Business Development | 565.2K | — | 301.7K | 215.3K | 616.9K | 231.4K | 1.93M | 26.78% | ↗ |
| 109 | 2009 | James S. Welch, Jr. Vice Chairman | 545.6K | — | 90.0K | 155.0K | 658.6K | 32.2K | 1.48M | 16.54% | ↗ |
| 110 | 2009 | Donald C. Berg Executive Vice President and Chief Financial Officer | 539.2K | — | 90.0K | 155.0K | 506.9K | 38.9K | 1.33M | 18.42% | ↗ |
| 111 | 2009 | Mark I. McCallum Executive Vice President and Chief Operating Officer | 492.5K | — | 135.0K | 103.3K | 459.2K | 80.1K | 1.27M | 18.76% | ↗ |
| 112 | 2008 | Paul C. Varga Chairman and Chief Executive Officer | 986.1K | — | 1.73M | — | 3.10M | 435.5K | 6.25M | 27.73% | ↗ |
| 113 | 2008 | James L. Bareuther Executive Vice President for Global Business Development | 550.5K | — | 302.6K | 125.6K | 968.4K | 340.2K | 2.29M | 18.72% | ↗ |
| 114 | 2008 | James S. Welch, Jr. Vice Chairman | 524.2K | — | 202.8K | 180.6K | 858.9K | 156.0K | 1.92M | 19.95% | ↗ |
| 115 | 2008 | Mark I. McCallum Executive Vice President and Chief Operating Officer | 462.3K | — | 202.8K | 120.4K | 774.3K | 87.6K | 1.65M | 19.62% | ↗ |
| 116 | 2007 | Owsley Brown II Executive Chairman of the Corporation | 957.6K | — | — | 246.4K | 3.28M | 1.86M | 6.34M | 3.89% | ↗ |
| 117 | 2007 | Paul C. Varga Chairman and Chief Executive Officer | 945.0K | — | 690.5K | — | 2.59M | 497.0K | 4.72M | 14.62% | ↗ |
| 118 | 2007 | Paul C. Varga President and Chief Executive Officer | 945.0K | — | 690.5K | — | 2.59M | 497.0K | 4.72M | 14.62% | ↗ |
| 119 | 2007 | James L. Bareuther Executive Vice President for Global Business Development | 526.2K | — | 204.1K | 218.5K | 1.08M | 358.3K | 2.39M | 17.70% | ↗ |
| 120 | 2007 | James L. Bareuther Chief Operating Officer | 526.2K | — | 204.1K | 218.5K | 1.08M | 358.3K | 2.39M | 17.70% | ↗ |
| 121 | 2007 | Michael B. Crutcher Vice Chairman, General Counsel and Secretary | 486.8K | — | 174.3K | — | 1.17M | 490.6K | 2.32M | 7.52% | ↗ |
| 122 | 2007 | Phoebe A. Wood Vice Chairman and Chief Financial Officer | 588.0K | — | 137.5K | 155.9K | 982.5K | 184.3K | 2.05M | 14.33% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2025-06-20 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Lawson E. Whiting | Chief Executive Officer, President & Director | 4M | male |
| Marshall Farrer | Executive Chairman | 2M | male |
| James W. Peters | Executive Vice President & Chief Financial Officer | 1M | male |
| Leanne D. Cunningham | Executive Officer | 1M | female |
| Michael E. Carr Jr. | Executive Vice President, General Counsel & Secretary | 1M | male |
| Timothy Nall | Executive Vice President, Chief Global Supply Chain & Technology Officer | 861.3K | male |
| Jeremy J. Shepherd | Executive Vice President & Chief Marketing Officer | 856.8K | male |
| Campbell Brown | Executive Director | 346.6K | male |
| Larry Combs | Chief Information Officer and Director of Supply Chain Integration & Strategy | — | male |
| Susanne J. Perram | Vice President & Director of Investor Relations | — | female |
| Angela S. Enyard | Senior Vice President & Chief Accounting Officer | — | female |
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No House trading activity found for this company.
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Community Opinion for BF-B
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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