Constellation Brands, Inc. (STZ)
Rochester, NY, US
Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. The company offers beer under the Corona Extra, Corona Familiar, Corona Hard Seltzer, Corona Light, Corona Non-Alcoholic, Corona Premier, Corona Refresca, Modelo Especial, Modelo Chelada, Modelo Negra, Modelo Oro, Victoria, Vicky Chamoy, and Pacifico brands. It also offers wine under the Cook’s California Champagne, Kim Crawford, Meiomi, Mount Veeder, Ruffino, SIMI, My Favorite Neighbor, Robert Mondavi Winery, Schrader, and The Prisoner Wine Company brands; and spirits under the Casa Noble, Copper & Kings, High West, Mi CAMPO, Nelson’s Green Brier, and SVEDKA brands. The company provides its products to wholesale distributors, retailers, on-premise locations, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is based in Rochester, New York.
5 articles
- STZ Stock Tracks Key Alcohol Trends in Demand and Margins Zacks Investment Research
- Jim Cramer Calls Corona Beer Maker Constellation Brands a 'Steal' After Stock Drop Benzinga
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2005-07-01 | — | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.33% | -6.40% | -11.34% | -12.06% | +1.79% | +0.62% | -20.30% | -42.87% | -41.51% | -9.36% | +7,244.97% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 11 | -1 |
| Hold | 8 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 2 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 7 |
173.71
+31.9%
|
| Last Year | 27 |
175.81
+33.5%
|
| All Time | 95 |
249.98
+89.8%
|
-
Revenue growth Beverages - Wineries & Distilleries: +2.0%+2.5% ★ Q2'26: -3.3% (vs Q2'25)
-
EPS growth Beverages - Wineries & Distilleries: +11.3%-104.8% Q2'26: +30.7% (vs Q2'25)
-
FCF margin Beverages - Wineries & Distilleries: +52.5%-1.6% Q2'26: +19.9% (vs Q2'25)
-
EBIT margin Beverages - Wineries & Distilleries: +14.5%+3.3% Q2'26: +34.8% (vs Q2'25)
-
ROIC Beverages - Wineries & Distilleries: +8.5%+1.0% Q2'26: +15.8% (vs Q2'25)
-
Share dilution Beverages - Wineries & Distilleries: +0.0%-1.4% ★ Q2'26: -3.1% (vs Q2'25)
-
Debt / EBITDA Beverages - Wineries & Distilleries: 0.18×15.48× Q2'26: 3.11× (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 |
Feb 1998 actual |
Feb 1999 actual |
Feb 2000 actual |
Feb 2001 actual |
Feb 2002 actual |
Feb 2003 actual |
Feb 2004 actual |
Feb 2005 actual |
Feb 2006 actual |
Feb 2007 actual |
Feb 2008 actual |
Feb 2009 actual |
Feb 2010 actual |
Feb 2011 actual |
Feb 2012 actual |
Feb 2013 actual |
Feb 2014 actual |
Feb 2015 actual |
Feb 2016 actual |
Feb 2017 actual |
Feb 2018 actual |
Feb 2019 actual |
Feb 2020 actual |
Feb 2021 actual |
Feb 2022 actual |
Feb 2023 actual |
Feb 2024 actual |
Feb 2025 actual |
Feb 2026 16 Rev. Ana. 13 EPS Ana. |
Feb 2027 15 Rev. Ana. 13 EPS Ana. |
Feb 2028 15 Rev. Ana. 13 EPS Ana. |
Feb 2029 11 Rev. Ana. 5 EPS Ana. |
Feb 2030 5 Rev. Ana. 2 EPS Ana. |
Feb 2031 4 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.21B
est: 1.06B (+14.7%)
|
1.50B
est: 1.24B (+20.9%)
|
2.34B
est: 2.19B (+6.7%)
|
2.40B
est: 2.24B (+6.9%)
|
2.82B
est: 2.48B (+13.9%)
|
2.73B
est: 2.61B (+4.7%)
|
3.55B
est: 3.23B (+10.1%)
|
4.09B
est: 3.86B (+5.8%)
|
4.60B
est: 4.48B (+2.8%)
|
5.22B
est: 5.21B (+0.1%)
|
3.77B
est: 3.66B (+3.0%)
|
3.66B
est: 3.45B (+6.0%)
|
3.35B
est: 3.15B (+6.1%)
|
3.32B
est: 3.08B (+7.9%)
|
2.65B
est: 2.47B (+7.0%)
|
2.79B
est: 2.36B (+18.5%)
|
4.86B
est: 3.91B (+24.5%)
|
6.03B
est: 6.04B (-0.2%)
|
6.55B
est: 6.52B (+0.3%)
|
7.33B
est: 7.30B (+0.4%)
|
7.58B
est: 7.57B (+0.1%)
|
8.12B
est: 8.05B (+0.8%)
|
8.34B
est: 8.27B (+0.9%)
|
8.61B
est: 8.53B (+1.0%)
|
8.82B
est: 8.73B (+1.0%)
|
9.45B
est: 9.47B (-0.2%)
|
9.96B
est: 10.11B (-1.5%)
|
10.21B
est: 10.17B (+0.4%)
|
9.10B
9.06B – 9.13B
-10.5% YoY
|
9.10B
9.00B – 9.25B
+0.0% YoY
|
9.28B
9.01B – 9.53B
+1.9% YoY
|
9.50B
9.49B – 9.52B
+2.4% YoY
|
9.89B
9.66B – 10.07B
+4.1% YoY
|
10.03B
9.80B – 10.21B
+1.4% YoY
|
| EBITDA |
150.50M
est: 91.40M (+64.7%)
|
187.50M
est: 125.75M (+49.1%)
|
305.70M
est: 169.31M (+80.6%)
|
341.75M
est: 215.01M (+58.9%)
|
427.89M
est: 284.90M (+50.2%)
|
469.87M
est: 349.75M (+34.3%)
|
620.56M
est: 410.33M (+51.2%)
|
675.60M
est: 545.51M (+23.8%)
|
802.84M
est: 579.91M (+38.4%)
|
954.60M
est: 656.50M (+45.4%)
|
65.70M
est: 567.88M (-88.4%)
|
374.40M
est: 134.73M (+177.9%)
|
662.60M
est: 184.24M (+259.6%)
|
883.60M
est: 675.69M (+30.8%)
|
833.60M
est: 724.15M (+15.1%)
|
857.20M
est: 684.19M (+25.3%)
|
2.70B
est: 2.26B (+19.4%)
|
1.71B
est: 1.58B (+8.6%)
|
2.03B
est: 1.75B (+16.0%)
|
2.72B
est: 2.24B (+21.4%)
|
3.06B
est: 2.67B (+14.8%)
|
5.01B
est: 3.66B (+36.8%)
|
-173.30M
est: 770.36M (-122.5%)
|
3.22B
est: 2.22B (+45.0%)
|
1.01B
est: 771.35M (+30.3%)
|
1.17B
est: 842.45M (+38.7%)
|
3.08B
est: 1.99B (+55.2%)
|
782.60M
est: 1.97B (-60.3%)
|
1.76B
1.75B – 1.77B
-10.5% YoY
|
1.76B
1.74B – 1.79B
+0.0% YoY
|
1.80B
1.75B – 1.85B
+1.9% YoY
|
1.84B
1.84B – 1.84B
+2.4% YoY
|
1.92B
1.87B – 1.95B
+4.1% YoY
|
1.94B
1.90B – 1.98B
+1.4% YoY
|
| EBIT |
112.10M
est: 92.26M (+21.5%)
|
148.50M
est: 123.92M (+19.8%)
|
240.55M
est: 219.72M (+9.5%)
|
270.87M
est: 252.40M (+7.3%)
|
342.48M
est: 316.73M (+8.1%)
|
409.72M
est: 381.05M (+7.5%)
|
518.51M
est: 428.99M (+20.9%)
|
571.95M
est: 570.43M (+0.3%)
|
674.74M
est: 637.90M (+5.8%)
|
815.30M
est: 703.17M (+15.9%)
|
-100.20M
est: 480.25M (-120.9%)
|
217.40M
est: -176.57M (+223.1%)
|
506.70M
est: 4.64M (+10,822.7%)
|
749.80M
est: 333.02M (+125.2%)
|
723.30M
est: 456.00M (+58.6%)
|
741.80M
est: 394.69M (+87.9%)
|
2.54B
est: 2.01B (+26.7%)
|
1.51B
est: 1.38B (+9.5%)
|
1.81B
est: 1.53B (+17.8%)
|
2.42B
est: 1.96B (+23.4%)
|
2.67B
est: 2.18B (+22.8%)
|
4.56B
est: 2.31B (+97.0%)
|
-516.50M
est: 1.91B (-127.0%)
|
2.93B
est: 2.24B (+30.6%)
|
662.60M
est: 2.11B (-68.6%)
|
781.40M
est: 2.40B (-67.5%)
|
2.66B
est: 1.56B (+70.5%)
|
335.60M
est: 1.54B (-78.2%)
|
1.38B
1.37B – 1.38B
-10.5% YoY
|
1.38B
1.36B – 1.40B
+0.0% YoY
|
1.40B
1.36B – 1.44B
+1.9% YoY
|
1.44B
1.43B – 1.44B
+2.4% YoY
|
1.49B
1.46B – 1.52B
+4.1% YoY
|
1.52B
1.48B – 1.54B
+1.4% YoY
|
| Net Income |
50.10M
est: 37.86M (+32.3%)
|
50.50M
est: 55.82M (-9.5%)
|
77.38M
est: 60.10M (+28.7%)
|
97.34M
est: 89.82M (+8.4%)
|
136.42M
est: 124.16M (+9.9%)
|
203.31M
est: 172.24M (+18.0%)
|
220.41M
est: 202.78M (+8.7%)
|
276.46M
est: 287.30M (-3.8%)
|
325.26M
est: 307.06M (+5.9%)
|
331.90M
est: 326.15M (+1.8%)
|
-613.30M
est: 270.96M (-326.3%)
|
-301.40M
est: -434.09M (+30.6%)
|
99.30M
est: -308.50M (+132.2%)
|
559.50M
est: 216.29M (+158.7%)
|
445.00M
est: 511.78M (-13.0%)
|
387.80M
est: 334.88M (+15.8%)
|
1.94B
est: 1.68B (+15.4%)
|
839.30M
est: 729.71M (+15.0%)
|
1.05B
est: 919.78M (+14.7%)
|
1.54B
est: 1.23B (+24.9%)
|
2.30B
est: 1.63B (+40.9%)
|
3.44B
est: 2.95B (+16.6%)
|
-11.80M
est: 717.41M (-101.6%)
|
2.00B
est: 1.52B (+31.3%)
|
-40.40M
est: -188.52M (+78.6%)
|
-71.00M
est: -210.64M (+66.3%)
|
1.73B
est: 2.36B (-26.8%)
|
-81.40M
est: 2.37B (-103.4%)
|
2.05B
2.03B – 2.06B
-13.4% YoY
|
2.07B
2.03B – 2.12B
+1.3% YoY
|
2.18B
2.07B – 2.30B
+5.3% YoY
|
2.32B
1.93B – 2.71B
+6.3% YoY
|
2.59B
2.51B – 2.65B
+11.6% YoY
|
2.65B
2.57B – 2.71B
+2.3% YoY
|
| SGA |
231.70M
est: 187.53M (+23.6%)
|
299.50M
est: 244.85M (+22.3%)
|
481.91M
est: 448.40M (+7.5%)
|
486.59M
est: 462.45M (+5.2%)
|
576.56M
est: 524.74M (+9.9%)
|
350.99M
est: 396.23M (-11.4%)
|
457.28M
est: 418.94M (+9.2%)
|
525.89M
est: 500.65M (+5.0%)
|
606.20M
est: 616.20M (-1.6%)
|
739.30M
est: 720.63M (+2.6%)
|
770.90M
est: 671.59M (+14.8%)
|
749.50M
est: 773.43M (-3.1%)
|
652.60M
est: 651.41M (+0.2%)
|
665.40M
est: 601.78M (+10.6%)
|
524.20M
est: 462.95M (+13.2%)
|
555.60M
est: 478.35M (+16.1%)
|
842.20M
est: 741.01M (+13.7%)
|
1.05B
est: 987.14M (+6.6%)
|
1.12B
est: 1.02B (+9.7%)
|
1.29B
est: 1.24B (+4.4%)
|
1.38B
est: 1.37B (+0.9%)
|
1.45B
est: 1.48B (-2.1%)
|
1.55B
est: 1.55B (+0.1%)
|
1.61B
est: 1.27B (+27.2%)
|
1.70B
est: 1.65B (+2.7%)
|
1.82B
est: 1.80B (+1.2%)
|
1.78B
est: 1.86B (-4.6%)
|
1.58B
est: 1.87B (-15.5%)
|
1.68B
1.67B – 1.68B
-10.5% YoY
|
1.68B
1.66B – 1.70B
+0.0% YoY
|
1.71B
1.66B – 1.75B
+1.9% YoY
|
1.75B
1.75B – 1.75B
+2.4% YoY
|
1.82B
1.78B – 1.85B
+4.1% YoY
|
1.85B
1.80B – 1.88B
+1.4% YoY
|
| EPS |
0.32
est: 0.21 (+52.4%)
|
0.35
est: 0.35 (+0.0%)
|
0.53
est: 0.49 (+8.2%)
|
0.67
est: 0.58 (+15.5%)
|
0.80
est: 0.71 (+12.7%)
|
1.13
est: 0.92 (+22.8%)
|
1.08
est: 1.13 (-4.4%)
|
1.25
est: 1.27 (-1.6%)
|
1.44
est: 1.46 (-1.4%)
|
1.44
est: 1.74 (-17.2%)
|
-2.80
est: 1.26 (-322.2%)
|
-1.38
est: 1.45 (-195.2%)
|
0.45
est: 1.32 (-65.9%)
|
2.68
est: 1.57 (+70.7%)
|
2.20
est: 1.63 (+35.0%)
|
2.15
est: 1.55 (+39.2%)
|
10.45
est: 2.37 (+340.9%)
|
4.40
est: 4.35 (+1.2%)
|
5.42
est: 5.38 (+0.7%)
|
7.79
est: 6.65 (+17.1%)
|
11.55
est: 8.56 (+35.0%)
|
18.03
est: 9.19 (+96.2%)
|
-0.06
est: 8.73 (-100.7%)
|
10.42
est: 9.77 (+6.6%)
|
-0.21
est: 10.03 (-102.1%)
|
-0.37
est: 10.61 (-103.5%)
|
9.42
est: 13.48 (-30.1%)
|
-0.45
est: 13.45 (-103.3%)
|
11.64
11.57 – 11.76
-13.5% YoY
|
11.80
11.54 – 12.09
+1.4% YoY
|
12.41
11.77 – 13.11
+5.1% YoY
|
13.22
10.99 – 15.45
+6.6% YoY
|
14.76
14.32 – 15.11
+11.6% YoY
|
15.10
14.64 – 15.45
+2.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-28 | B of A Securities | Underperform | Underperform | Maintain |
| 2026-04-13 | TD Cowen | Hold | Buy | Upgrade |
| 2026-04-10 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-14 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-13 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-10 | A- | 4/5 | 4/5 | 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 | Robert Sands | 29.50M | 16.00% | 8.6K | 1.44M | 8.6K | 29.49M | IN | — | 2022-11-14 | ↗ |
| 2 | Richard Sands | 29.13M | 15.80% | — | 1.08M | — | 29.13M | IN | — | 2022-11-14 | ↗ |
| 3 | Astra Legacy LLC | 28.05M | 15.20% | — | 28.05M | — | — | CO | — | 2022-11-14 | ↗ |
| 4 | WildStar Partners LLC | 28.05M | 15.20% | — | — | — | 28.05M | CO | — | 2022-11-14 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 12.29M | 7.48% | — | 251.9K | 11.65M | 642.4K | IA | — | 2022-02-09 | ↗ |
| 6 | (1) BlackRock, Inc. | 11.61M | 7.10% | 10.35M | — | 11.61M | — | HC | Delaware | 2022-02-01 | ↗ |
| 7 | Eric W. Mandelblatt | 11.14M | 6.50% | — | 11.14M | — | 11.14M | HC, IN | Delaware | 2017-02-27 | ↗ |
| 8 | Soroban Capital GP LLC | 11.14M | 6.50% | — | 11.14M | — | 11.14M | OO | Delaware | 2017-02-27 | ↗ |
| 9 | Soroban Capital Partners GP LLC | 11.14M | 6.50% | — | 11.14M | — | 11.14M | OO | Delaware | 2017-02-27 | ↗ |
| 10 | Soroban Capital Partners LP | 11.14M | 6.50% | — | 11.14M | — | 11.14M | IA, PN | Delaware | 2017-02-27 | ↗ |
| 11 | Abigail P. Johnson | 10.30M | 5.95% | — | — | 10.30M | — | IN | United States of America | 2016-02-12 | ↗ |
| 12 | FMR LLC | 10.30M | 5.95% | 612.4K | — | 10.30M | — | HC | Delaware | 2016-02-12 | ↗ |
| 13 | Zachary Stern | 9.34M | 5.10% | 33.4K | 41.3K | 33.4K | 9.31M | IN | — | 2022-11-14 | ↗ |
| 14 | Abigail Bennett | 9.30M | 5.00% | 37.4K | — | 37.4K | 9.26M | IN | — | 2022-11-14 | ↗ |
| 15 | A&Z 2015 Business Holdings LP | 9.26M | 5.00% | — | 9.26M | — | 9.26M | PN | — | 2022-11-14 | ↗ |
| 16 | Capital Research Global Investors ** | 9.10M | 5.40% | 9.10M | — | 9.10M | — | IA | — | 2020-02-14 | ↗ |
| 17 | RES Business Holdings LP | 5.30M | 2.90% | — | 5.30M | — | 5.30M | PN | — | 2022-11-14 | ↗ |
| 18 | JPMorgan Chase & Co. | 4.72M | 2.70% | 4.06M | 88.9K | 4.68M | 37.9K | HC | Delaware | 2015-10-26 | ↗ |
| 19 | RSS Business Holdings LP | 4.52M | 2.40% | — | 4.52M | — | 4.52M | PN | — | 2022-11-14 | ↗ |
| 20 | Melvin Capital Management LP | 2.72M | 1.63% | 2.72M | — | 2.72M | — | IA | Delaware, USA | 2019-02-14 | ↗ |
| 21 | SER Business Holdings LP | 2.69M | 1.50% | — | 2.69M | — | 2.69M | PN | — | 2022-11-14 | ↗ |
| 22 | SSR Business Holdings LP | 2.16M | 1.20% | — | 2.16M | — | 2.16M | PN | — | 2022-11-14 | ↗ |
| 23 | RSS 2015 Business Holdings LP | 1.41M | 0.80% | — | 1.41M | — | 1.41M | PN | — | 2022-11-14 | ↗ |
| 24 | RCT 2015 Business Holdings LP | 1.35M | 0.70% | — | 1.35M | — | 1.35M | PN | — | 2022-11-14 | ↗ |
| 25 | RHT 2015 Business Holdings LP | 1.35M | 0.70% | — | 1.35M | — | 1.35M | PN | — | 2022-11-14 | ↗ |
| 26 | Sands Family Foundation | 818.2K | 0.40% | — | 818.2K | — | 818.2K | CO | — | 2022-11-14 | ↗ |
| 27 | RCT 2020 Investments LLC | 675.0K | 0.40% | — | 675.0K | — | 675.0K | CO | — | 2022-11-14 | ↗ |
| 28 | RSS Master LLC | 550.2K | 0.30% | — | 550.2K | — | 550.2K | CO | — | 2022-11-14 | ↗ |
| 29 | RES Master LLC | 187.2K | 0.10% | — | 187.2K | — | 187.2K | CO | — | 2022-11-14 | ↗ |
| 30 | LES Lauren Holdings LLC | 80.6K | 0.00% | 80.6K | — | 80.6K | — | CO | — | 2022-11-14 | ↗ |
| 31 | MES Mackenzie Holdings LLC | 74.1K | 0.00% | 74.1K | — | 74.1K | — | CO | — | 2022-11-14 | ↗ |
| 32 | NSDT 2009 STZ LLC | 20.7K | 0.00% | — | 20.7K | — | 20.7K | CO | — | 2022-11-14 | ↗ |
| 33 | NSDT 2011 STZ LLC | 20.6K | 0.00% | — | 20.6K | — | 20.6K | CO | — | 2022-11-14 | ↗ |
| 34 | SSR Business Management LLC | 158.00 | 0.00% | — | 158.00 | 158.00 | — | CO | — | 2022-11-14 | ↗ |
| 35 | RSS Business Management LLC | 156.00 | 0.00% | — | 156.00 | 156.00 | — | CO | — | 2022-11-14 | ↗ |
| 36 | MAS Business Holdings LP | 100.00 | 0.00% | — | 100.00 | — | 100.00 | PN | — | 2022-11-14 | ↗ |
| 37 | 95-1411037 | 13.00 | 5.70% | 10.34M | — | 10.41M | — | IA | Delaware | 2024-11-13 | ↗ |
| 38 | The Marilyn Sands Master Trust | — | 0.00% | — | — | — | — | OO | — | 2022-11-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 17.86M -338.3K (-1.9%) | 2.46B +13.2M (+0.5%) | 10.24% -0.116 pp | 0.04% -0.001 pp | USD126.29 +9.2% | 84 qtrs — |
| 2 | BERKSHIRE HATHAWAY INC | 13.00M -400.0K (-3.0%) | 1.79B -11.1M (-0.6%) | 7.45% -0.172 pp | 0.65% -0.021 pp | USD197.09 -30.0% | 5 qtrs — |
| 3 | BLACKROCK, INC. | 10.87M +244.2K (+2.3%) | 1.50B +68.6M (+4.8%) | 6.23% +0.185 pp | 0.03% +0.000 pp | USD252.14 -45.3% | 6 qtrs — |
| 4 | CAPITAL WORLD INVESTORS | 7.24M +554.0K (+8.3%) | 998.74M +98.5M (+10.9%) | 4.15% +0.346 pp | 0.14% +0.013 pp | USD213.80 -35.5% | 43 qtrs — |
| 5 | STATE STREET CORP | 6.91M +329.3K (+5.0%) | 953.49M +67.1M (+7.6%) | 3.96% +0.217 pp | 0.03% +0.001 pp | USD104.20 +32.4% | 51 qtrs — |
| 6 | CAPITAL INTERNATIONAL INVESTORS | 6.44M +2.1M (+48.5%) | 888.93M +304.8M (+52.2%) | 3.69% +1.225 pp | 0.14% +0.045 pp | USD204.08 -32.4% | 23 qtrs — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 6.02M +739.4K (+14.0%) | 830.33M +119.4M (+16.8%) | 3.45% +0.446 pp | 0.15% +0.021 pp | USD186.13 -25.9% | 40 qtrs — |
| 8 | FMR LLC | 4.03M -68.0K (-1.7%) | 556.45M +4.1M (+0.7%) | 2.31% -0.022 pp | 0.03% 0.000 pp | USD193.56 -28.7% | 70 qtrs — |
| 9 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 3.86M +153.1K (+4.1%) | 533.08M +33.3M (+6.7%) | 2.21% +0.104 pp | 1.36% -0.047 pp | USD209.98 -34.3% | 19 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.74M +54.2K (+1.5%) | 513.87M +19.7M (+4.0%) | 2.14% +0.047 pp | 0.03% +0.000 pp | USD144.78 -4.7% | 78 qtrs — |
| 11 | HARRIS ASSOCIATES L P | 3.23M +1.2M (+57.8%) | 446.18M +170.2M (+61.7%) | 1.85% +0.688 pp | 0.56% +0.122 pp | USD162.20 -14.9% | 4 qtrs — |
| 12 | AMERIPRISE FINANCIAL INC | 2.89M -232.8K (-7.4%) | 399.24M -21.8M (-5.2%) | 1.66% -0.120 pp | 0.09% -0.007 pp | USD155.29 -11.2% | 55 qtrs — |
| 13 | MORGAN STANLEY | 2.73M -35.3K (-1.3%) | 375.97M +4.2M (+1.1%) | 1.56% -0.009 pp | 0.02% 0.000 pp | USD237.16 -41.8% | 51 qtrs — |
| 14 | VAN ECK ASSOCIATES CORP | 2.40M +237.1K (+11.0%) | 330.73M +39.8M (+13.7%) | 1.37% +0.145 pp | 0.27% +0.003 pp | USD187.28 -26.3% | 24 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.13M +106.5K (+5.3%) | 293.77M +21.4M (+7.8%) | 1.22% +0.070 pp | 0.05% +0.002 pp | USD188.34 -26.7% | 100 qtrs — |
| 16 | NORGES BANK | 1.94M +1.9M (+100.0%) | 267.80M +267.8M (+100.0%) | 1.11% +1.112 pp | 0.03% +0.029 pp | USD137.96 +0.0% | 1 qtrs NEW |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.84M -748.4K (-28.9%) | 253.63M -94.7M (-27.2%) | 1.05% -0.418 pp | 0.03% -0.011 pp | USD171.66 -19.6% | 51 qtrs — |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.79M +122.9K (+7.4%) | 246.54M +22.4M (+10.0%) | 1.02% +0.078 pp | 0.74% +0.044 pp | USD155.47 -11.3% | 3 qtrs — |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1.74M -116.6K (-6.3%) | 239.83M -10.0M (-4.0%) | 1.00% -0.059 pp | 0.05% -0.003 pp | USD197.72 -30.2% | 51 qtrs — |
| 20 | INVESCO LTD. | 1.73M +265.6K (+18.2%) | 238.09M +41.4M (+21.1%) | 0.99% +0.158 pp | 0.04% +0.006 pp | USD203.27 -32.1% | 57 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 1.43M +750.6K (+110.7%) | 197.07M +105.8M (+115.9%) | 0.82% +0.433 pp | 0.02% +0.013 pp | USD159.85 -13.7% | 73 qtrs — |
| 22 | POINT72 ASSET MANAGEMENT, L.P. | 1.41M +1.2M (+543.4%) | 194.15M +164.7M (+559.1%) | 0.81% +0.682 pp | 0.22% +0.168 pp | USD137.45 +0.4% | 2 qtrs — |
| 23 | NORTHERN TRUST CORP | 1.33M +9.2K (+0.7%) | 183.79M +5.6M (+3.2%) | 0.76% +0.011 pp | 0.02% +0.001 pp | USD112.44 +22.7% | 51 qtrs — |
| 24 | JPMORGAN CHASE & CO | 1.31M -500.8K (-27.7%) | 180.28M -63.1M (-25.9%) | 0.75% -0.279 pp | 0.01% -0.003 pp | USD205.16 -32.8% | 51 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 1.28M -83.5K (-6.1%) | 176.83M -7.0M (-3.8%) | 0.73% -0.042 pp | 0.01% +0.000 pp | USD192.52 -28.3% | 52 qtrs — |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.27M +200.6K (+18.8%) | 175.03M +31.2M (+21.7%) | 0.73% +0.120 pp | 0.10% +0.012 pp | USD169.56 -18.6% | 24 qtrs — |
| 27 | HOLOCENE ADVISORS, LP | 1.16M +1.1M (+1,698.2%) | 159.54M +150.9M (+1,742.2%) | 0.66% +0.626 pp | 0.34% +0.315 pp | USD139.15 -0.9% | 3 qtrs — |
| 28 | UBS GROUP AG | 1.10M -224.6K (-16.9%) | 151.89M -26.6M (-14.9%) | 0.63% -0.123 pp | 0.02% -0.003 pp | USD194.74 -29.2% | 45 qtrs — |
| 29 | UBS ASSET MANAGEMENT AMERICAS INC | 1.01M +64.0K (+6.7%) | 140.01M +12.0M (+9.3%) | 0.58% +0.041 pp | 0.03% +0.002 pp | USD189.16 -27.1% | 90 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 1.00M +110.6K (+12.4%) | 138.31M +18.2M (+15.1%) | 0.57% +0.067 pp | 0.02% +0.001 pp | USD98.07 +40.7% | 66 qtrs — |
| 31 | DEUTSCHE BANK AG\ | 968.6K +61.6K (+6.8%) | 133.62M +11.5M (+9.4%) | 0.56% +0.039 pp | 0.04% +0.003 pp | USD209.06 -34.0% | 50 qtrs — |
| 32 | CITADEL ADVISORS LLC | 929.4K -203.3K (-17.9%) | 128.22M -24.3M (-15.9%) | 0.53% -0.112 pp | 0.02% -0.004 pp | USD174.25 -20.8% | 38 qtrs — |
| 33 | SQUAREPOINT OPS LLC | 881.4K -18.6K (-2.1%) | 121.60M +394.9K (+0.3%) | 0.51% -0.007 pp | 0.13% +0.008 pp | USD149.26 -7.6% | 12 qtrs — |
| 34 | NORDEA INVESTMENT MANAGEMENT AB | 867.8K +49.6K (+6.1%) | 120.30M +10.0M (+9.1%) | 0.50% +0.032 pp | 0.10% +0.007 pp | USD177.28 -22.2% | 81 qtrs — |
| 35 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 836.2K -1.8M (-68.4%) | 115.38M -241.3M (-67.6%) | 0.48% -1.027 pp | 0.23% -0.458 pp | USD250.86 -45.0% | 17 qtrs — |
| 36 | LEGAL & GENERAL GROUP PLC | 782.6K +6.5K (+0.8%) | 107.97M +3.4M (+3.3%) | 0.45% +0.007 pp | 0.02% +0.001 pp | USD138.50 -0.4% | 75 qtrs — |
| 37 | PACER ADVISORS, INC. | 751.5K -187.0K (-19.9%) | 103.67M -22.7M (-18.0%) | 0.43% -0.103 pp | 0.26% -0.053 pp | USD159.72 -13.6% | 41 qtrs — |
| 38 | ILEX CAPITAL PARTNERS (UK) LLP | 675.6K +670.6K (+13,534.5%) | 93.20M +92.5M (+13,867.6%) | 0.39% +0.384 pp | 2.63% +2.609 pp | USD137.94 +0.0% | 4 qtrs — |
| 39 | ROYAL BANK OF CANADA | 654.8K -589.2K (-47.4%) | 90.34M -77.2M (-46.1%) | 0.38% -0.332 pp | 0.01% -0.013 pp | USD218.22 -36.8% | 51 qtrs — |
| 40 | TUDOR INVESTMENT CORP ET AL | 623.9K +5.0K (+0.8%) | 86.07M +2.7M (+3.3%) | 0.36% +0.006 pp | 0.16% +0.016 pp | USD147.50 -6.5% | 14 qtrs — |
| 41 | PZENA INVESTMENT MANAGEMENT LLC | 589.9K +589.9K (+100.0%) | 81.38M +81.4M (+100.0%) | 0.34% +0.338 pp | 0.24% +0.244 pp | USD137.96 +0.0% | 1 qtrs NEW |
| 42 | EMPYREAN CAPITAL PARTNERS, LP | 586.7K +135.7K (+30.1%) | 80.94M +20.2M (+33.3%) | 0.34% +0.080 pp | 2.82% +0.382 pp | USD135.43 +1.9% | 2 qtrs — |
| 43 | JANUS HENDERSON GROUP PLC | 554.1K -71.9K (-11.5%) | 76.45M -7.9M (-9.3%) | 0.32% -0.039 pp | 0.03% -0.004 pp | USD212.54 -35.1% | 70 qtrs — |
| 44 | JANE STREET GROUP, LLC | 535.9K -300.1K (-35.9%) | 73.93M -38.7M (-34.3%) | 0.31% -0.168 pp | 0.01% -0.006 pp | USD154.95 -11.0% | 6 qtrs — |
| 45 | LSV ASSET MANAGEMENT | 495.2K +250.0K (+102.0%) | 68.32M +35.3M (+106.9%) | 0.28% +0.144 pp | 0.15% +0.076 pp | USD136.33 +1.2% | 2 qtrs — |
| 46 | WELLS FARGO & COMPANY/MN | 413.1K -161.5K (-28.1%) | 57.00M -20.4M (-26.3%) | 0.24% -0.090 pp | 0.01% -0.004 pp | USD140.74 -2.0% | 57 qtrs — |
| 47 | SWISS NATIONAL BANK | 408.4K -23.5K (-5.4%) | 56.34M -1.8M (-3.1%) | 0.23% -0.012 pp | 0.03% 0.000 pp | USD154.22 -10.5% | 51 qtrs — |
| 48 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 401.0K -70.6K (-15.0%) | 55.33M -8.2M (-12.9%) | 0.23% -0.038 pp | 0.02% -0.002 pp | USD157.40 -12.4% | 49 qtrs — |
| 49 | FIL LTD | 398.0K +13.0K (+3.4%) | 54.91M +3.1M (+5.9%) | 0.23% +0.009 pp | 0.04% +0.000 pp | USD134.78 +2.4% | 2 qtrs — |
| 50 | THOMPSON SIEGEL & WALMSLEY LLC | 362.8K +39.0K (+12.0%) | 50.05M +6.4M (+14.8%) | 0.21% +0.024 pp | 0.84% +0.135 pp | USD135.02 +2.2% | 2 qtrs — |
| 51 | AMUNDI | 358.3K -102.3K (-22.2%) | 49.43M -14.5M (-22.6%) | 0.21% -0.057 pp | 0.01% -0.007 pp | USD228.22 -39.5% | 19 qtrs — |
| 52 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 350.8K -36.3K (-9.4%) | 48.40M -3.7M (-7.2%) | 0.20% -0.019 pp | 0.03% -0.004 pp | USD194.25 -29.0% | 58 qtrs — |
| 53 | BARCLAYS PLC | 318.4K -231.6K (-42.1%) | 43.92M -97.8M (-69.0%) | 0.18% -0.130 pp | 0.01% -0.026 pp | USD194.52 -29.1% | 51 qtrs — |
| 54 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 310.8K +23.0K (+8.0%) | 43.88M +5.1M (+13.2%) | 0.18% +0.014 pp | 0.03% +0.002 pp | USD238.32 -42.1% | 58 qtrs — |
| 55 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 312.0K -21.0K (-6.3%) | 43.05M -1.8M (-4.0%) | 0.18% -0.011 pp | 0.03% -0.001 pp | USD109.45 +26.0% | 59 qtrs — |
| 56 | CAPITAL FUND MANAGEMENT S.A. | 306.9K +135.3K (+78.8%) | 42.34M +19.2M (+83.2%) | 0.18% +0.078 pp | 0.12% +0.057 pp | USD157.78 -12.6% | 4 qtrs — |
| 57 | NUVEEN, LLC | 299.6K +1.2K (+0.4%) | 41.33M +1.1M (+2.9%) | 0.17% +0.002 pp | 0.01% +0.000 pp | USD183.34 -24.8% | 4 qtrs — |
| 58 | NATIONAL PENSION SERVICE | 295.0K +27.4K (+10.3%) | 40.70M +4.7M (+12.9%) | 0.17% +0.017 pp | 0.03% +0.002 pp | USD182.57 -24.4% | 46 qtrs — |
| 59 | CITIGROUP INC | 292.6K -37.8K (-11.4%) | 40.37M -4.1M (-9.3%) | 0.17% -0.020 pp | 0.02% -0.002 pp | USD184.81 -25.4% | 101 qtrs — |
| 60 | RHUMBLINE ADVISERS | 286.0K -13.6K (-4.5%) | 39.46M -891.7K (-2.2%) | 0.16% -0.007 pp | 0.03% -0.001 pp | USD115.68 +19.3% | 51 qtrs — |
| 61 | HSBC HOLDINGS PLC | 269.3K -19.4K (-6.7%) | 37.20M -1.7M (-4.3%) | 0.15% -0.010 pp | 0.02% -0.003 pp | USD219.27 -37.1% | 56 qtrs — |
| 62 | FIRST TRUST ADVISORS LP | 267.7K -46.6K (-14.8%) | 36.94M -5.4M (-12.8%) | 0.15% -0.025 pp | 0.03% -0.005 pp | USD142.36 -3.1% | 51 qtrs — |
| 63 | BNP PARIBAS ARBITRAGE, SNC | 261.6K -8.0K (-3.0%) | 36.09M -210.2K (-0.6%) | 0.15% -0.003 pp | 0.02% -0.003 pp | USD242.26 -43.1% | 51 qtrs — |
| 64 | WALLEYE CAPITAL LLC | 259.0K +151.4K (+140.7%) | 35.73M +21.2M (+146.6%) | 0.15% +0.087 pp | 0.11% +0.055 pp | USD152.07 -9.3% | 12 qtrs — |
| 65 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 250.5K +5.2K (+2.1%) | 34.56M +1.5M (+4.6%) | 0.14% +0.004 pp | 0.18% +0.005 pp | USD218.89 -37.0% | 13 qtrs — |
| 66 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 247.6K -5.4K (-2.1%) | 34.16M +85.5K (+0.3%) | 0.14% -0.002 pp | 0.03% -0.001 pp | USD113.34 +21.7% | 52 qtrs — |
| 67 | CAMBIAR INVESTORS LLC | 246.8K +19.6K (+8.6%) | 34.04M +3.4M (+11.3%) | 0.14% +0.012 pp | 1.52% +0.130 pp | USD206.60 -33.2% | 17 qtrs — |
| 68 | RAYMOND JAMES FINANCIAL INC | 246.6K -73.6K (-23.0%) | 34.03M -9.1M (-21.1%) | 0.14% -0.041 pp | 0.01% -0.003 pp | USD198.94 -30.7% | 5 qtrs — |
| 69 | HOOK MILL CAPITAL PARTNERS, LP | 242.2K +25.2K (+11.6%) | 33.41M +4.2M (+14.3%) | 0.14% +0.015 pp | 3.15% +0.475 pp | USD157.40 -12.4% | 3 qtrs — |
| 70 | MARSHALL WACE, LLP | 241.0K -788.6K (-76.6%) | 33.25M -105.4M (-76.0%) | 0.14% -0.448 pp | 0.03% -0.110 pp | USD137.09 +0.6% | 48 qtrs — |
| 71 | DIAMOND HILL CAPITAL MANAGEMENT INC | 230.3K -11.9K (-4.9%) | 31.77M -845.7K (-2.6%) | 0.13% -0.006 pp | 0.16% +0.008 pp | USD168.52 -18.1% | 32 qtrs — |
| 72 | GOTHAM ASSET MANAGEMENT, LLC | 217.3K +108.3K (+99.4%) | 29.97M +15.3M (+104.3%) | 0.12% +0.063 pp | 0.11% +0.046 pp | USD154.68 -10.8% | 33 qtrs — |
| 73 | ENVESTNET ASSET MANAGEMENT INC | 212.9K -80.7K (-27.5%) | 29.37M -10.2M (-25.7%) | 0.12% -0.045 pp | 0.01% -0.003 pp | USD233.53 -40.9% | 51 qtrs — |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 211.1K -1.6K (-0.7%) | 29.13M +483.0K (+1.7%) | 0.12% +0.000 pp | 0.00% +0.000 pp | USD227.18 -39.3% | 75 qtrs — |
| 75 | D. E. SHAW & CO., INC. | 202.4K +60.5K (+42.6%) | 27.92M +8.8M (+46.1%) | 0.12% +0.035 pp | 0.02% +0.005 pp | USD157.71 -12.5% | 4 qtrs — |
| 76 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 200.5K -173.0K (-46.3%) | 27.67M -22.6M (-45.0%) | 0.11% -0.098 pp | 0.07% -0.086 pp | USD157.28 -12.3% | 16 qtrs — |
| 77 | AMERICAN CENTURY COMPANIES INC | 194.6K +15.0K (+8.3%) | 26.84M +2.7M (+11.0%) | 0.11% +0.009 pp | 0.01% +0.001 pp | USD154.78 -10.9% | 51 qtrs — |
| 78 | OLD REPUBLIC INTERNATIONAL CORP | 193.5K +84.0K (+76.7%) | 26.70M +11.9M (+81.0%) | 0.11% +0.049 pp | 1.08% +0.532 pp | USD136.10 +1.4% | 2 qtrs — |
| 79 | MANE GLOBAL CAPITAL MANAGEMENT LP | 186.2K +186.2K (+100.0%) | 25.69M +25.7M (+100.0%) | 0.11% +0.107 pp | 1.38% +1.380 pp | USD137.96 +0.0% | 1 qtrs NEW |
| 80 | CAPITAL INTERNATIONAL, INC./CA/ | 185.5K +60.2K (+48.1%) | 25.59M +8.7M (+51.7%) | 0.11% +0.035 pp | 0.20% +0.066 pp | USD179.89 -23.3% | 23 qtrs — |
| 81 | AVIVA PLC | 182.8K +46.9K (+34.5%) | 25.21M +6.9M (+37.8%) | 0.10% +0.028 pp | 0.04% +0.009 pp | USD205.75 -32.9% | 51 qtrs — |
| 82 | TREDJE AP-FONDEN | 182.7K -30.0K (-14.1%) | 25.21M -3.4M (-12.0%) | 0.10% -0.016 pp | 0.19% -0.040 pp | USD207.38 -33.5% | 18 qtrs — |
| 83 | STIFEL FINANCIAL CORP | 179.8K -42.6K (-19.2%) | 24.81M -5.1M (-17.2%) | 0.10% -0.024 pp | 0.02% -0.005 pp | USD200.68 -31.3% | 48 qtrs — |
| 84 | VAUGHAN DAVID INVESTMENTS LLC/IL | 177.0K +7.8K (+4.6%) | 24.43M +1.6M (+7.1%) | 0.10% +0.005 pp | 0.53% +0.040 pp | USD230.34 -40.1% | 17 qtrs — |
| 85 | MILLENNIUM MANAGEMENT LLC | 173.9K +61.8K (+55.1%) | 23.99M +8.9M (+58.9%) | 0.10% +0.036 pp | 0.01% +0.004 pp | USD162.93 -15.3% | 14 qtrs — |
| 86 | AQR CAPITAL MANAGEMENT LLC | 172.5K +24.9K (+16.8%) | 23.80M +3.9M (+19.7%) | 0.10% +0.015 pp | 0.01% 0.000 pp | USD211.28 -34.7% | 68 qtrs — |
| 87 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 166.1K -27.5K (-14.2%) | 22.91M -3.2M (-12.1%) | 0.10% -0.015 pp | 0.05% -0.010 pp | USD184.12 -25.1% | 57 qtrs — |
| 88 | ALLIANCEBERNSTEIN L.P. | 161.7K +20.2K (+14.3%) | 22.31M +3.3M (+17.1%) | 0.09% +0.012 pp | 0.01% +0.001 pp | USD213.51 -35.4% | 61 qtrs — |
| 89 | LPL FINANCIAL LLC | 156.6K +4.7K (+3.1%) | 21.60M +1.2M (+5.6%) | 0.09% +0.003 pp | 0.01% 0.000 pp | USD204.32 -32.5% | 51 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | Flatley Edith Morgan | Director | A-Award | A | Restricted Stock Units | 187 | 0.00 | — | 187 | D | ↗ |
| 2026-05-12 | Bourdeau James O. | Officer | S-Sale | D | Class A Common Stock | 4,407 | 143.24 | 631.3K | 9,109 | D | ↗ |
| 2026-05-01 | Sabia James A. Jr. | Officer | M-Exempt | D | Restricted Stock Units | 860 | 0.00 | — | 860 | D | ↗ |
| 2026-05-01 | Monteiro Mallika | Officer | M-Exempt | D | Restricted Stock Units | 306 | 0.00 | — | 306 | D | ↗ |
| 2026-05-01 | McGrew Michael | Officer | M-Exempt | A | Class A Common Stock | 1,370 | 0.00 | — | 4,834 | D | ↗ |
| 2026-05-01 | LaBarge Jeffrey H. | Officer | — | — | Restricted Stock Units | 1,606 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Hankinson Garth | Officer | M-Exempt | D | Restricted Stock Units | 1,368 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Glaetzer Samuel J | Officer | M-Exempt | D | Restricted Stock Units | 583 | 0.00 | — | 583 | D | ↗ |
| 2026-05-01 | Erickson Paula Kristine | Officer | M-Exempt | D | Restricted Stock Units | 1,800 | 0.00 | — | 3,596 | D | ↗ |
| 2026-05-01 | Bourdeau James O. | Officer | M-Exempt | A | Class A Common Stock | 4,074 | 0.00 | — | 15,624 | D | ↗ |
| 2026-04-27 | Hernandez Ernesto M | Director | S-Sale | D | Class A Common Stock | 2,000 | 153.92 | 307.8K | 2,582 | D | ↗ |
| 2026-04-24 | Sabia James A. Jr. | Officer | A-Award | A | Restricted Stock Units | 7,372 | 0.00 | — | 7,372 | D | ↗ |
| 2026-04-24 | Monteiro Mallika | Officer | A-Award | A | Restricted Stock Units | 2,885 | 0.00 | — | 2,885 | D | ↗ |
| 2026-04-24 | McGrew Michael | Officer | A-Award | A | Restricted Stock Units | 1,763 | 0.00 | — | 1,763 | D | ↗ |
| 2026-04-24 | LaBarge Jeffrey H. | Officer | A-Award | A | Restricted Stock Units | 4,808 | 0.00 | — | 4,808 | D | ↗ |
| 2026-04-24 | Hankinson Garth | Officer | A-Award | A | Restricted Stock Units | 8,334 | 0.00 | — | 8,334 | D | ↗ |
| 2026-04-24 | Glaetzer Samuel J | Officer | A-Award | A | Restricted Stock Units | 5,289 | 0.00 | — | 5,289 | D | ↗ |
| 2026-04-24 | Fink Nicholas I. | Director / Officer | A-Award | A | Restricted Stock Units | 35,257 | 0.00 | — | 35,257 | D | ↗ |
| 2026-04-24 | Erickson Paula Kristine | Officer | A-Award | A | Restricted Stock Units | 3,526 | 0.00 | — | 3,526 | D | ↗ |
| 2026-04-14 | Fink Nicholas I. | Director / Officer | A-Award | A | Non-Qualified Stock Option (right to buy) | 415,295 | 164.50 | 68.32M | 415,295 | D | ↗ |
| 2026-04-07 | Sabia James A. Jr. | Officer | A-Award | A | Performance Share Units | 1,375 | 0.00 | — | 1,375 | D | ↗ |
| 2026-04-07 | Newlands William A | Director / Officer | A-Award | A | Performance Share Units | 7,430 | 0.00 | — | 7,430 | D | ↗ |
| 2026-04-07 | Monteiro Mallika | Officer | A-Award | A | Performance Share Units | 990 | 0.00 | — | 990 | D | ↗ |
| 2026-04-07 | McGrew Michael | Officer | A-Award | A | Performance Share Units | 757 | 0.00 | — | 757 | D | ↗ |
| 2026-04-07 | LaBarge Jeffrey H. | Officer | A-Award | A | Performance Share Units | 127 | 0.00 | — | 127 | D | ↗ |
| 2026-04-07 | Hankinson Garth | Officer | A-Award | A | Performance Share Units | 2,281 | 0.00 | — | 2,281 | D | ↗ |
| 2026-04-07 | Glaetzer Samuel J | Officer | A-Award | A | Performance Share Units | 192 | 0.00 | — | 192 | D | ↗ |
| 2026-04-07 | Bourdeau James O. | Officer | A-Award | A | Performance Share Units | 1,899 | 0.00 | — | 1,899 | D | ↗ |
| 2026-03-01 | LaBarge Jeffrey H. | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 4,390 | D | ↗ |
| 2026-02-17 | Glaetzer Samuel J | Officer | S-Sale | D | Class A Common Stock | 555 | 153.78 | 85.3K | 2,615 | D | ↗ |
| 2025-07-15 | Zaramella Luca | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | SANDS ROBERT | Director / 10% Owner | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | SANDS RICHARD | Director / 10% Owner | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | Madero Garza Jose Manuel | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | MCCARTHY DANIEL J | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | Hernandez Ernesto M | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | Hankinson Garth | Officer | A-Award | A | Restricted Stock Units | 7,531 | 0.00 | — | 7,531 | D | ↗ |
| 2025-07-15 | GILES WILLIAM T | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | Fink Nicholas I. | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | Daniels Jennifer | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | Clark Christy | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-15 | Baldwin Christopher J | Director | A-Award | A | Restricted Stock Units | 1,114 | 0.00 | — | 1,114 | D | ↗ |
| 2025-07-10 | Zaramella Luca | Director | M-Exempt | A | Class A Common Stock | 503 | 0.00 | — | 966 | D | ↗ |
| 2025-07-10 | SANDS ROBERT | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 503 | 0.00 | — | 0 | D | ↗ |
| 2025-07-10 | SANDS RICHARD | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 503 | 0.00 | — | 0 | D | ↗ |
| 2025-07-10 | Madero Garza Jose Manuel | Director | F-InKind | D | Class A Common Stock | 143 | 172.12 | 24.6K | 2,079 | D | ↗ |
| 2025-07-10 | MCCARTHY DANIEL J | Director | M-Exempt | D | Restricted Stock Units | 503 | 0.00 | — | 0 | D | ↗ |
| 2025-07-10 | Hernandez Ernesto M | Director | M-Exempt | D | Restricted Stock Units | 503 | 0.00 | — | 0 | D | ↗ |
| 2025-07-10 | GILES WILLIAM T | Director | M-Exempt | A | Class A Common Stock | 503 | 0.00 | — | 1,966 | D | ↗ |
| 2025-07-10 | Fink Nicholas I. | Director | M-Exempt | D | Restricted Stock Units | 503 | 0.00 | — | 0 | D | ↗ |
| 2025-07-10 | Daniels Jennifer | Director | M-Exempt | D | Restricted Stock Units | 503 | 0.00 | — | 0 | D | ↗ |
| 2025-07-10 | Clark Christy | Director | M-Exempt | D | Restricted Stock Units | 503 | 0.00 | — | 0 | D | ↗ |
| 2025-07-10 | Baldwin Christopher J | Director | M-Exempt | A | Class A Common Stock | 503 | 0.00 | — | 2,711 | D | ↗ |
| 2025-07-08 | Baldwin Christopher J | Director | P-Purchase | A | Class A Common Stock | 1,000 | 169.62 | 169.6K | 2,208 | D | ↗ |
| 2025-07-07 | Baldwin Christopher J | Director | P-Purchase | A | Class A Common Stock | 1,000 | 171.27 | 171.3K | 1,208 | D | ↗ |
| 2025-05-31 | WSP Holdings Trust | 10% Owner | — | — | Class A Common Stock | 0 | 0.00 | — | 20,428,521 | I | ↗ |
| 2025-05-31 | SANDS ROBERT | Director / 10% Owner | J-Other | D | Class A Common Stock | 20,428,521 | 0.00 | — | 0 | I | ↗ |
| 2025-05-31 | SANDS RICHARD | Director / 10% Owner | J-Other | D | Class A Common Stock | 20,428,521 | 0.00 | — | 0 | I | ↗ |
| 2025-05-31 | Robert Sands Master Trust | 10% Owner | J-Other | D | Class A Common Stock | 20,428,521 | 0.00 | — | 0 | I | ↗ |
| 2025-05-31 | Richard Sands Master Trust | 10% Owner | J-Other | D | Class A Common Stock | 20,428,521 | 0.00 | — | 0 | I | ↗ |
| 2025-05-13 | Glaetzer Samuel J | Officer | S-Sale | D | Class A Common Stock | 3,150 | 188.54 | 593.9K | 3,126 | D | ↗ |
| 2025-05-01 | Sabia James A. Jr. | Officer | M-Exempt | D | Restricted Stock Units | 314 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Newlands William A | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,652 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Monteiro Mallika | Officer | F-InKind | D | Class A Common Stock | 523 | 185.44 | 97.0K | 6,526 | D | ↗ |
| 2025-05-01 | McGrew Michael | Officer | M-Exempt | A | Class A Common Stock | 1,019 | 0.00 | — | 2,831 | D | ↗ |
| 2025-05-01 | Hankinson Garth | Officer | M-Exempt | D | Restricted Stock Units | 450 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Glaetzer Samuel J | Officer | F-InKind | D | Class A Common Stock | 626 | 185.44 | 116.1K | 6,276 | D | ↗ |
| 2025-05-01 | Bourdeau James O. | Officer | M-Exempt | A | Class A Common Stock | 3,350 | 0.00 | — | 11,327 | D | ↗ |
| 2025-04-25 | Sabia James A. Jr. | Officer | A-Award | A | Restricted Stock Units | 6,070 | 0.00 | — | 6,070 | D | ↗ |
| 2025-04-25 | Newlands William A | Director / Officer | A-Award | A | Restricted Stock Units | 28,325 | 0.00 | — | 28,325 | D | ↗ |
| 2025-04-25 | Monteiro Mallika | Officer | A-Award | A | Restricted Stock Units | 2,159 | 0.00 | — | 2,159 | D | ↗ |
| 2025-04-25 | McGrew Michael | Officer | A-Award | A | Restricted Stock Units | 1,403 | 0.00 | — | 1,403 | D | ↗ |
| 2025-04-25 | LaBarge Jeffrey H. | Officer | — | — | Non-Qualified Stock Option (right to buy) | 922 | 261.71 | 241.3K | 0 | D | ↗ |
| 2025-04-25 | Hankinson Garth | Officer | A-Award | A | Restricted Stock Units | 6,744 | 0.00 | — | 6,744 | D | ↗ |
| 2025-04-25 | Glaetzer Samuel J | Officer | A-Award | A | Restricted Stock Units | 4,114 | 0.00 | — | 4,114 | D | ↗ |
| 2025-04-25 | Erickson Paula Kristine | Officer | A-Award | A | Restricted Stock Units | 5,396 | 0.00 | — | 5,396 | D | ↗ |
| 2025-04-25 | Bourdeau James O. | Officer | A-Award | A | Restricted Stock Units | 4,856 | 0.00 | — | 4,856 | D | ↗ |
| 2025-04-21 | Erickson Paula Kristine | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-17 | GILES WILLIAM T | Director | P-Purchase | A | Class A Common Stock | 1,000 | 186.39 | 186.4K | 1,463 | D | ↗ |
| 2024-11-20 | WildStar Partners LLC | 10% Owner | S-Sale | D | Class A Common Stock | 660 | 241.00 | 159.1K | 1,736,884 | I | ↗ |
| 2024-11-20 | SER Business Holdings LP | 10% Owner | S-Sale | D | Class A Common Stock | 660 | 241.00 | 159.1K | 1,736,884 | D | ↗ |
| 2024-11-20 | SANDS ROBERT | Director / 10% Owner | S-Sale | D | Class A Common Stock | 660 | 241.00 | 159.1K | 20,428,521 | I | ↗ |
| 2024-11-20 | SANDS RICHARD | Director / 10% Owner | S-Sale | D | Class A Common Stock | 660 | 241.00 | 159.1K | 20,428,521 | I | ↗ |
| 2024-11-14 | Sabia James A. Jr. | Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 16,065 | 153.02 | 2.46M | 0 | D | ↗ |
| 2024-11-14 | Newlands William A | Director / Officer | C-Conversion | D | Class 1 (convertible) Common Stock | 25,000 | 0.00 | — | 0 | D | ↗ |
| 2024-11-13 | ZMSS Business Holdings LP | 10% Owner | S-Sale | D | Class A Common Stock | 59,637 | 240.38 | 14.34M | 3,306,078 | D | ↗ |
| 2024-11-13 | WildStar Partners LLC | 10% Owner | S-Sale | D | Class A Common Stock | 59,637 | 240.38 | 14.34M | 3,306,078 | I | ↗ |
| 2024-11-13 | STERN ZACHARY M | 10% Owner | S-Sale | D | Class A Common Stock | 59,637 | 240.38 | 14.34M | 3,306,078 | I | ↗ |
| 2024-11-13 | SANDS ROBERT | Director / 10% Owner | S-Sale | D | Class A Common Stock | 59,637 | 240.38 | 14.34M | 20,429,181 | I | ↗ |
| 2024-11-13 | SANDS RICHARD | Director / 10% Owner | S-Sale | D | Class A Common Stock | 59,637 | 240.38 | 14.34M | 20,429,181 | I | ↗ |
| 2024-11-13 | Carey Kaneenat Kristann | Officer | S-Sale | D | Class A Common Stock | 330 | 239.00 | 78.9K | 2,391 | D | ↗ |
| 2024-10-29 | Newlands William A | Director / Officer | S-Sale | D | Class A Common Stock | 7,426 | 237.24 | 1.76M | 7,274 | D | ↗ |
| 2024-10-16 | SANDS ROBERT | Director / 10% Owner | S-Sale | D | Class A Common Stock | 48,328 | 242.00 | 11.70M | 502,675 | I | ↗ |
| 2024-10-16 | Robert Sands Master Trust | 10% Owner | S-Sale | D | Class A Common Stock | 62,923 | 242.53 | 15.26M | 439,752 | I | ↗ |
| 2024-10-14 | Glaetzer Samuel J | Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 500 | 172.09 | 86.0K | 1,659 | D | ↗ |
| 2024-10-07 | Hermida Yuri | Officer | A-Award | A | Non-Qualified Stock Option (right to buy) | 4,137 | 243.07 | 1.01M | 4,137 | D | ↗ |
| 2024-10-01 | Hermida Yuri | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-09 | Hankinson Garth | Officer | C-Conversion | D | Class 1 (convertible) Common Stock | 20,097 | 0.00 | — | 0 | — | ↗ |
| 2024-08-08 | Hankinson Garth | Officer | M-Exempt | A | Class 1 (convertible) Common Stock | 2,439 | 0.00 | — | 2,439 | — | ↗ |
| 2024-07-26 | MCCARTHY DANIEL J | Director | M-Exempt | A | Class 1 (convertible) Common Stock | 1,391 | 0.00 | — | 1,391 | — | ↗ |
| 2024-07-17 | Zaramella Luca | Director | A-Award | A | Restricted Stock Units | 503 | 0.00 | — | 503 | — | ↗ |
| 2024-07-17 | SCHMELING JUDY | Director | A-Award | A | Restricted Stock Units | 503 | 0.00 | — | 503 | — | ↗ |
| 2024-07-17 | SANDS ROBERT | Director / 10% Owner | A-Award | A | Restricted Stock Units | 503 | 0.00 | — | 503 | — | ↗ |
| 2024-07-17 | SANDS RICHARD | Director / 10% Owner | A-Award | A | Restricted Stock Units | 503 | 0.00 | — | 503 | — | ↗ |
| 2024-07-17 | Madero Garza Jose Manuel | Director | A-Award | A | Restricted Stock Units | 503 | 0.00 | — | 503 | — | ↗ |
| 2024-07-17 | MCCARTHY DANIEL J | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 734 | 248.23 | 182.2K | 734 | — | ↗ |
| 2024-07-17 | Hernandez Ernesto M | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 734 | 248.23 | 182.2K | 734 | — | ↗ |
| 2024-07-17 | GILES WILLIAM T | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 734 | 248.23 | 182.2K | 734 | — | ↗ |
| 2024-07-17 | Fink Nicholas I. | Director | A-Award | A | Restricted Stock Units | 503 | 0.00 | — | 503 | — | ↗ |
| 2024-07-17 | Daniels Jennifer | Director | A-Award | A | Restricted Stock Units | 503 | 0.00 | — | 503 | — | ↗ |
| 2024-07-17 | Clark Christy | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 734 | 248.23 | 182.2K | 734 | — | ↗ |
| 2024-07-17 | Baldwin Christopher J | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 734 | 248.23 | 182.2K | 734 | — | ↗ |
| 2024-07-12 | Carey Kaneenat Kristann | Officer | C-Conversion | A | Class A Common Stock | 977 | 0.00 | — | 3,683 | — | ↗ |
| 2024-07-10 | Zaramella Luca | Director | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | SCHMELING JUDY | Director | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | SANDS ROBERT | Director / 10% Owner | M-Exempt | A | Class A Common Stock | 463 | 0.00 | — | 9,063 | — | ↗ |
| 2024-07-10 | SANDS RICHARD | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | Madero Garza Jose Manuel | Director | F-InKind | D | Class A Common Stock | 135 | 253.08 | 34.2K | 1,719 | — | ↗ |
| 2024-07-10 | MCCARTHY DANIEL J | Director | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | Hernandez Ernesto M | Director | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | GILES WILLIAM T | Director | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | Fink Nicholas I. | Director | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | Daniels Jennifer | Director | M-Exempt | A | Class A Common Stock | 463 | 0.00 | — | 2,888 | — | ↗ |
| 2024-07-10 | Clark Christy | Director | M-Exempt | D | Restricted Stock Units | 463 | 0.00 | — | 0 | — | ↗ |
| 2024-07-10 | Baldwin Christopher J | Director | M-Exempt | D | Restricted Stock Units | 208 | 0.00 | — | 0 | — | ↗ |
| 2024-05-10 | Newlands William A | Director / Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 25,000 | 153.02 | 3.83M | 76,208 | — | ↗ |
| 2024-05-03 | McGrew Michael | Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 768 | 172.09 | 132.2K | 0 | — | ↗ |
| 2024-05-01 | Sabia James A. Jr. | Officer | M-Exempt | A | Class A Common Stock | 1,954 | 0.00 | — | 23,738 | — | ↗ |
| 2024-05-01 | Newlands William A | Director / Officer | M-Exempt | A | Class A Common Stock | 11,141 | 0.00 | — | 21,125 | — | ↗ |
| 2024-05-01 | Monteiro Mallika | Officer | M-Exempt | D | Performance Share Units | 411 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | McGrew Michael | Officer | M-Exempt | D | Restricted Stock Units | 454 | 0.00 | — | 907 | — | ↗ |
| 2024-05-01 | Hankinson Garth | Officer | M-Exempt | D | Performance Share Units | 1,251 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Glaetzer Samuel J | Officer | M-Exempt | D | Restricted Stock Units | 163 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Carey Kaneenat Kristann | Officer | M-Exempt | D | Restricted Stock Units | 344 | 0.00 | — | 344 | — | ↗ |
| 2024-05-01 | Bourdeau James O. | Officer | M-Exempt | D | Restricted Stock Units | 628 | 0.00 | — | 1,256 | — | ↗ |
| 2024-04-25 | Sabia James A. Jr. | Officer | A-Award | A | Restricted Stock Units | 2,580 | 0.00 | — | 2,580 | — | ↗ |
| 2024-04-25 | Newlands William A | Director / Officer | A-Award | A | Restricted Stock Units | 12,610 | 0.00 | — | 12,610 | — | ↗ |
| 2024-04-25 | Monteiro Mallika | Officer | A-Award | A | Restricted Stock Units | 918 | 0.00 | — | 918 | — | ↗ |
| 2024-04-25 | McGrew Michael | Officer | A-Award | A | Restricted Stock Units | 597 | 0.00 | — | 597 | — | ↗ |
| 2024-04-25 | Hankinson Garth | Officer | A-Award | A | Restricted Stock Units | 2,637 | 0.00 | — | 2,637 | — | ↗ |
| 2024-04-25 | Glaetzer Samuel J | Officer | A-Award | A | Restricted Stock Units | 1,749 | 0.00 | — | 1,749 | — | ↗ |
| 2024-04-25 | Carey Kaneenat Kristann | Officer | A-Award | A | Restricted Stock Units | 1,147 | 0.00 | — | 1,147 | — | ↗ |
| 2024-04-25 | Bourdeau James O. | Officer | A-Award | A | Non-Qualified Stock Option (right to buy) | 4,321 | 261.71 | 1.13M | 4,321 | — | ↗ |
| 2024-04-24 | LaBarge Jeffrey H. | Officer | — | — | Non-Qualified Stock Option (right to buy) | 914 | 224.38 | 205.1K | 0 | D | ↗ |
| 2024-04-24 | Glaetzer Samuel J | Officer | — | D | Non-Qualified Stock Option (right to buy) | 1,387 | 224.38 | 311.2K | 0 | — | ↗ |
| 2024-04-19 | Newlands William A | Director / Officer | S-Sale | D | Class A Common Stock | 4,013 | 263.25 | 1.06M | 5,395 | — | ↗ |
| 2024-04-12 | Sabia James A. Jr. | Officer | C-Conversion | A | Class A Common Stock | 8,110 | 0.00 | — | 36,691 | — | ↗ |
| 2024-04-09 | Sabia James A. Jr. | Officer | A-Award | A | Performance Share Units | 874 | 0.00 | — | 874 | — | ↗ |
| 2024-04-09 | Newlands William A | Director / Officer | A-Award | A | Performance Share Units | 4,589 | 0.00 | — | 4,589 | — | ↗ |
| 2024-04-09 | Monteiro Mallika | Officer | A-Award | A | Performance Share Units | 411 | 0.00 | — | 411 | — | ↗ |
| 2024-04-09 | McGrew Michael | Officer | A-Award | A | Performance Share Units | 342 | 0.00 | — | 342 | — | ↗ |
| 2024-04-09 | Hankinson Garth | Officer | A-Award | A | Performance Share Units | 1,251 | 0.00 | — | 1,251 | — | ↗ |
| 2024-04-09 | Glaetzer Samuel J | Officer | A-Award | A | Performance Share Units | 292 | 0.00 | — | 292 | — | ↗ |
| 2024-04-09 | Carey Kaneenat Kristann | Officer | A-Award | A | Performance Share Units | 178 | 0.00 | — | 178 | — | ↗ |
| 2024-04-09 | Bourdeau James O. | Officer | A-Award | A | Performance Share Units | 1,031 | 0.00 | — | 1,031 | — | ↗ |
| 2024-03-11 | Glaetzer Samuel J | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 4,160 | — | ↗ |
| 2024-03-01 | Baldwin Christopher J | Director | — | I | Class A Common Stock | 0 | 0.00 | — | 15 | — | ↗ |
| 2024-01-18 | Hanson Robert Lee | Officer | G-Gift | D | Class A Common Stock | 198 | 0.00 | — | 11,716 | — | ↗ |
| 2024-01-09 | Sands Family Foundation | 10% Owner | S-Sale | D | Class A Common Stock | 2,448 | 250.62 | 613.5K | 48,985 | — | ↗ |
| 2024-01-08 | Sands Family Foundation | 10% Owner | S-Sale | D | Class A Common Stock | 13,408 | 251.38 | 3.37M | 54,461 | — | ↗ |
| 2023-11-08 | Sands Family Foundation | 10% Owner | S-Sale | D | Class A Common Stock | 4,559 | 243.09 | 1.11M | 409,077 | — | ↗ |
| 2023-11-07 | Sands Family Foundation | 10% Owner | S-Sale | D | Class A Common Stock | 15,086 | 241.02 | 3.64M | 666,706 | — | ↗ |
| 2023-11-06 | Sands Family Foundation | 10% Owner | S-Sale | D | Class A Common Stock | 67,254 | 241.87 | 16.27M | 750,900 | — | ↗ |
| 2023-08-04 | Hernandez Ernesto M | Director | C-Conversion | A | Class A Common Stock | 5,086 | 0.00 | — | 8,735 | — | ↗ |
| 2023-08-03 | Bourdeau James O. | Officer | M-Exempt | A | Class 1 (convertible) Common Stock | 4,554 | 0.00 | — | 4,554 | — | ↗ |
| 2023-07-24 | MCCARTHY DANIEL J | Director | M-Exempt | A | Class 1 (convertible) Common Stock | 1,267 | 0.00 | — | 1,267 | — | ↗ |
| 2023-07-21 | Zaramella Luca | Director | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | SCHMELING JUDY | Director | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | SANDS ROBERT | Director / 10% Owner | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | SANDS RICHARD | Director / 10% Owner | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | Madero Garza Jose Manuel | Director | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | MCCARTHY DANIEL J | Director | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | Johnson Susan S | Director | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | Hernandez Ernesto M | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 658 | 269.50 | 177.3K | 658 | — | ↗ |
| 2023-07-21 | GILES WILLIAM T | Director | A-Award | A | Restricted Stock Units | 463 | 0.00 | — | 463 | — | ↗ |
| 2023-07-21 | Fink Nicholas I. | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 658 | 269.50 | 177.3K | 658 | — | ↗ |
| 2023-07-21 | Daniels Jennifer | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 658 | 269.50 | 177.3K | 658 | — | ↗ |
| 2023-07-21 | Clark Christy | Director | A-Award | A | Non-Qualified Stock Option (right to buy) | 658 | 269.50 | 177.3K | 658 | — | ↗ |
| 2023-07-20 | Newlands William A | Director / Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 20,527 | 172.09 | 3.53M | 0 | — | ↗ |
| 2023-07-20 | Hanson Robert Lee | Officer | M-Exempt | D | Non-Qualified Stock Option (right to buy) | 12,299 | 185.02 | 2.28M | 0 | — | ↗ |
| 2023-07-20 | Hankinson Garth | Officer | S-Sale | D | Class A Common Stock | 1,550 | 267.96 | 415.3K | 9,491 | — | ↗ |
| 2023-07-20 | Carey Kaneenat Kristann | Officer | M-Exempt | A | Class 1 (convertible) Common Stock | 2,029 | 0.00 | — | 2,029 | — | ↗ |
| 2023-07-18 | Zaramella Luca | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 91 | — | ↗ |
| 2023-07-18 | GILES WILLIAM T | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-10 | SCHMELING JUDY | Director | M-Exempt | A | Class A Common Stock | 469 | 0.00 | — | 5,822 | — | ↗ |
| 2023-07-10 | SANDS ROBERT | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 326 | 0.00 | — | 0 | — | ↗ |
| 2023-07-10 | SANDS RICHARD | Director / 10% Owner | M-Exempt | D | Restricted Stock Units | 326 | 0.00 | — | 0 | — | ↗ |
| 2023-07-10 | Madero Garza Jose Manuel | Director | M-Exempt | D | Restricted Stock Units | 469 | 0.00 | — | 0 | — | ↗ |
| 2023-07-10 | MCCARTHY DANIEL J | Director | M-Exempt | A | Class A Common Stock | 469 | 0.00 | — | 3,701 | — | ↗ |
| 2023-07-10 | LOCKE JAMES A III | Director | M-Exempt | A | Class A Common Stock | 469 | 0.00 | — | 469 | — | ↗ |
| 2023-07-10 | Johnson Susan S | Director | M-Exempt | A | Class A Common Stock | 469 | 0.00 | — | 2,988 | — | ↗ |
| 2023-07-10 | Hernandez Ernesto M | Director | F-InKind | D | Class A Common Stock | 33 | 251.72 | 8.3K | 3,649 | — | ↗ |
| 2023-07-10 | Fink Nicholas I. | Director | M-Exempt | D | Restricted Stock Units | 469 | 0.00 | — | 0 | — | ↗ |
| 2023-07-10 | FOWDEN JEREMY S G | Director | M-Exempt | D | Restricted Stock Units | 469 | 0.00 | — | 0 | — | ↗ |
| 2023-07-10 | Daniels Jennifer | Director | M-Exempt | D | Restricted Stock Units | 469 | 0.00 | — | 0 | — | ↗ |
| 2023-07-10 | Clark Christy | Director | M-Exempt | D | Restricted Stock Units | 469 | 0.00 | — | 0 | — | ↗ |
| 2023-05-10 | ZMSS Business Holdings LP | 10% Owner | S-Sale | D | Class A Common Stock | 650,000 | 223.53 | 145.29M | 3,365,715 | — | ↗ |
| 2023-05-10 | WildStar Partners LLC | 10% Owner | S-Sale | D | Class A Common Stock | 641,710 | 223.53 | 143.44M | 3,876,548 | — | ↗ |
| 2023-05-10 | STERN ZACHARY M | 10% Owner | S-Sale | D | Class A Common Stock | 100 | 223.53 | 22.4K | 0 | — | ↗ |
| 2023-05-10 | SSR Business Management LLC | 10% Owner | S-Sale | D | Class A Common Stock | 158 | 223.53 | 35.3K | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | William A. Newlands, President and Chief Executive Officer | 1.39M | — | 9.47M | 2.20M | 1.69M | 264.2K | 15.01M | 77.73% | ↗ |
| 2 | 2025 | Garth Hankinson, Executive Vice President and Chief Financial Officer | 815.8K | — | 1.98M | 460.1K | 583.6K | 198.2K | 4.04M | 60.43% | ↗ |
| 3 | 2025 | James A. Sabia, Jr., Executive Vice President and President, Beer Division | 838.5K | — | 1.94M | 450.1K | 627.0K | 173.6K | 4.03M | 59.28% | ↗ |
| 4 | 2025 | James O. Bourdeau, Executive Vice President and Chief Legal Officer | 719.2K | 15.0K | 1.55M | 360.1K | 411.7K | 103.9K | 3.16M | 60.44% | ↗ |
| 5 | 2025 | Samuel J. Glaetzer, Executive Vice President and President, Wine & Spirits Division | 545.9K | — | 1.31M | 305.1K | 240.2K | 109.7K | 2.51M | 64.36% | ↗ |
| 6 | 2024 | William A. Newlands, President and Chief Executive Officer | 1.35M | — | 8.30M | 2.00M | 2.75M | 224.7K | 14.63M | 70.44% | ↗ |
| 7 | 2024 | Garth Hankinson, Executive Vice President and Chief Financial Officer | 778.7K | — | 2.55M | 613.8K | 991.6K | 165.7K | 5.10M | 62.03% | ↗ |
| 8 | 2024 | James O. Bourdeau, Executive Vice President and Chief Legal Officer | 688.0K | — | 2.12M | 511.0K | 700.8K | 73.3K | 4.09M | 64.30% | ↗ |
| 9 | 2024 | James A. Sabia, Jr., Executive Vice President and President, Beer Division | 776.9K | — | 1.54M | 370.0K | 1.08M | 107.9K | 3.87M | 49.22% | ↗ |
| 10 | 2023 | William A. Newlands, President and Chief Executive Officer | 1.34M | — | 6.39M | 5.00M | 3.11M | 232.9K | 16.07M | 70.87% | ↗ |
| 11 | 2023 | Garth Hankinson, Executive Vice President and Chief Financial Officer | 748.0K | — | 1.96M | 1.53M | 1.16M | 145.1K | 5.55M | 63.01% | ↗ |
| 12 | 2023 | James O. Bourdeau, Executive Vice President and Chief Legal Officer | 641.5K | — | 1.63M | 1.28M | 695.8K | 66.5K | 4.31M | 67.46% | ↗ |
| 13 | 2023 | James A. Sabia, Jr., Executive Vice President and President, Beer Division | 700.0K | — | 1.05M | 825.0K | 1.03M | 147.7K | 3.76M | 50.04% | ↗ |
| 14 | 2021 | William A. Newlands, President and Chief Executive Officer | 1.20M | — | 3.66M | 3.15M | 3.60M | 117.6K | 11.73M | 58.07% | ↗ |
| 15 | 2021 | Robert Sands, Executive Chairman of the Board | 1.02M | — | — | 4.08M | 3.06M | 957.5K | 9.12M | 44.75% | ↗ |
| 16 | 2021 | Richard Sands, Executive Vice Chairman of the Board | 867.0K | — | — | 3.47M | 2.60M | 881.6K | 7.82M | 44.37% | ↗ |
| 17 | 2021 | F. Paul Hetterich, Executive Vice President and President, Beer Division | 835.8K | — | 1.31M | 1.13M | 1.59M | 214.5K | 5.08M | 48.03% | ↗ |
| 18 | 2021 | Garth Hankinson, Executive Vice President and Chief Financial Officer | 597.1K | — | 801.8K | 690.2K | 1.02M | 67.9K | 3.17M | 47.03% | ↗ |
| 19 | 2020 | William A. Newlands, President and Chief Executive Officer | 1.23M | — | 3.09M | 2.40M | 2.50M | 167.6K | 9.39M | 58.41% | ↗ |
| 20 | 2020 | Robert Sands, Executive Chairman of the Board | 1.07M | — | — | 4.08M | 2.18M | 1.29M | 8.62M | 47.33% | ↗ |
| 21 | 2020 | Richard Sands, Executive Vice Chairman of the Board | 917.8K | — | — | 3.47M | 1.86M | 1.12M | 7.37M | 47.07% | ↗ |
| 22 | 2020 | Robert Hanson, Executive Vice President and President, Wine & Spirits Division | 600.6K | — | 5.12M | 481.3K | 575.1K | 158.0K | 6.94M | 80.78% | ↗ |
| 23 | 2020 | F. Paul Hetterich, Executive Vice President and President, Beer Division | 846.2K | — | 1.29M | 1.00M | 1.05M | 213.1K | 4.39M | 52.06% | ↗ |
| 24 | 2020 | David Klein, Former Executive Vice President and Chief Financial Officer | 750.0K | — | 1.29M | 1.00M | — | 139.4K | 3.18M | 71.99% | ↗ |
| 25 | 2020 | Garth Hankinson, Executive Vice President and Chief Financial Officer | 362.6K | — | 1.16M | 123.6K | 284.2K | 32.1K | 1.96M | 65.39% | ↗ |
| 26 | 2019 | Robert Sands , Chief Executive Officer | 1.39M | — | 3.28M | 2.72M | 1.92M | 1.01M | 10.31M | 58.15% | ↗ |
| 27 | 2019 | Robert Sands, Executive Chairman of the Board | 1.39M | — | 3.28M | 2.72M | 1.92M | 1.01M | 10.31M | 58.15% | ↗ |
| 28 | 2019 | Richard Sands, Executive Vice Chairman of the Board | 1.36M | — | — | 4.00M | 1.88M | 735.9K | 7.98M | 50.12% | ↗ |
| 29 | 2019 | Richard Sands , Chairman of the Board | 1.36M | — | — | 4.00M | 1.88M | 735.9K | 7.98M | 50.12% | ↗ |
| 30 | 2019 | William A. Newlands , President and Chief Operating Officer | 846.2K | — | 4.91M | 1.17M | 779.1K | 150.4K | 7.85M | 77.39% | ↗ |
| 31 | 2019 | William A. Newlands, President and Chief Executive Officer | 846.2K | — | 4.91M | 1.17M | 779.1K | 150.4K | 7.85M | 77.39% | ↗ |
| 32 | 2019 | David Klein , Executive Vice President and Chief Financial Officer | 773.1K | — | 4.56M | 875.1K | 676.3K | 142.3K | 7.02M | 77.34% | ↗ |
| 33 | 2019 | Christopher Stenzel , Former Executive Vice President and President, Wine & Spirits Division | 550.5K | — | 2.79M | 656.3K | — | 2.03M | 6.02M | 57.24% | ↗ |
| 34 | 2019 | F. Paul Hetterich , Executive Vice President and President, Beer Division | 773.1K | — | 3.06M | 875.1K | 605.1K | 172.3K | 5.48M | 71.71% | ↗ |
| 35 | 2019 | F. Paul Hetterich, Executive Vice President and President, Beer Division | 773.1K | — | 3.06M | 875.1K | 605.1K | 172.3K | 5.48M | 71.71% | ↗ |
| 36 | 2018 | Robert Sands , Chief Executive Officer | 1.35M | — | 3.24M | 2.64M | 2.50M | 1.12M | 10.84M | 54.20% | ↗ |
| 37 | 2018 | Richard Sands , Chairman of the Board | 1.32M | — | — | 3.88M | 2.45M | 904.7K | 8.56M | 45.35% | ↗ |
| 38 | 2018 | William A. Newlands , President and Chief Operating Officer | 750.0K | — | 1.15M | 937.5K | 880.1K | 45.2K | 3.76M | 55.48% | ↗ |
| 39 | 2018 | David Klein , Executive Vice President and Chief Financial Officer | 697.3K | — | 1.07M | 875.0K | 818.2K | 85.9K | 3.55M | 54.90% | ↗ |
| 40 | 2018 | F. Paul Hetterich , Executive Vice President and President, Beer Division | 697.3K | — | 1.07M | 875.0K | 732.1K | 113.5K | 3.49M | 55.82% | ↗ |
| 41 | 2017 | Robert Sands , Chief Executive Officer | 1.31M | — | 2.61M | 2.27M | 2.32M | 1.05M | 9.56M | 51.06% | ↗ |
| 42 | 2017 | Richard Sands , Chairman of the Board | 1.28M | — | — | 3.32M | 2.27M | 1.10M | 7.98M | 41.61% | ↗ |
| 43 | 2017 | David Klein , Executive Vice President and Chief Financial Officer | 600.0K | — | 814.1K | 708.0K | 619.2K | 268.9K | 3.01M | 50.56% | ↗ |
| 44 | 2017 | F. Paul Hetterich , Executive Vice President and President, Beer Division | 600.0K | — | 814.1K | 708.0K | 619.2K | 110.4K | 2.85M | 53.38% | ↗ |
| 45 | 2016 | Robert Sands, President and Chief Executive Officer | 1.28M | — | 2.57M | 2.22M | 2.43M | 822.4K | 9.32M | 51.34% | ↗ |
| 46 | 2016 | Richard Sands, Chairman of the Board | 1.25M | — | — | 3.24M | 2.38M | 559.4K | 7.44M | 43.55% | ↗ |
| 47 | 2016 | Robert Ryder, Former Executive Vice President and Chief Financial Officer | 274.1K | — | 842.7K | 727.0K | — | 2.44M | 4.29M | 36.61% | ↗ |
| 48 | 2016 | John A. Wright, Executive Vice President and President, Canadian Business | 623.5K | — | 837.3K | 722.5K | 691.5K | 46.1K | 2.92M | 53.40% | ↗ |
| 49 | 2016 | William F. Hackett, Executive Vice President and Chairman, Beer Division | 592.3K | — | 793.9K | 686.4K | 657.0K | 55.6K | 2.79M | 53.15% | ↗ |
| 50 | 2016 | David Klein, Executive Vice President and Chief Financial Officer | 474.7K | — | 638.3K | 555.4K | 498.4K | 48.6K | 2.22M | 53.88% | ↗ |
| 51 | 2015 | Robert Sands, President and Chief Executive Officer | 1.25M | — | 2.46M | 2.18M | 1.95M | 731.2K | 8.57M | 54.12% | ↗ |
| 52 | 2015 | Richard Sands, Chairman of the Board | 1.22M | — | — | 3.19M | 1.91M | 660.1K | 6.98M | 45.63% | ↗ |
| 53 | 2015 | Robert Ryder, Executive Vice President and Chief Financial Officer | 611.8K | — | 805.7K | 715.5K | 558.7K | 40.5K | 2.73M | 55.68% | ↗ |
| 54 | 2015 | Robert Ryder, Former Executive Vice President and Chief Financial Officer | 611.8K | — | 805.7K | 715.5K | 558.7K | 40.5K | 2.73M | 55.68% | ↗ |
| 55 | 2015 | John A. Wright, Executive Vice President and President, Canadian Business | 608.2K | — | 800.3K | 710.9K | 555.3K | 42.2K | 2.72M | 55.62% | ↗ |
| 56 | 2015 | John A. Wright, Executive Vice President and President, Wines & Spirits Division | 608.2K | — | 800.3K | 710.9K | 555.3K | 42.2K | 2.72M | 55.62% | ↗ |
| 57 | 2015 | William F. Hackett, Executive Vice President and President, Beer Division | 565.4K | — | 760.6K | 675.5K | 516.2K | 38.8K | 2.56M | 56.17% | ↗ |
| 58 | 2015 | William F. Hackett, Executive Vice President and Chairman, Beer Division | 565.4K | — | 760.6K | 675.5K | 516.2K | 38.8K | 2.56M | 56.17% | ↗ |
| 59 | 2014 | Robert Sands, President and Chief Executive Officer | 1.22M | — | 4.48M | 1.96M | 2.03M | 729.8K | 10.41M | 61.86% | ↗ |
| 60 | 2014 | Richard Sands, Chairman of the Board | 1.19M | — | — | 2.87M | 1.99M | 472.7K | 6.52M | 43.98% | ↗ |
| 61 | 2014 | William F. Hackett, Executive Vice President and President, Beer Division | 389.7K | — | 2.78M | 678.4K | 636.4K | 33.8K | 4.52M | 76.56% | ↗ |
| 62 | 2014 | William F. Hackett, Executive Vice President and Chairman, Beer Division | 389.7K | — | 2.78M | 678.4K | 636.4K | 33.8K | 4.52M | 76.56% | ↗ |
| 63 | 2014 | Robert Ryder, Former Executive Vice President and Chief Financial Officer | 595.9K | — | 1.81M | 643.3K | 579.4K | 42.7K | 3.67M | 66.85% | ↗ |
| 64 | 2014 | Robert Ryder, Executive Vice President and Chief Financial Officer | 595.9K | — | 1.81M | 643.3K | 579.4K | 42.7K | 3.67M | 66.85% | ↗ |
| 65 | 2014 | John A. Wright, Executive Vice President and President, Canadian Business | 592.4K | — | 807.2K | 639.3K | 575.9K | 52.9K | 2.67M | 54.22% | ↗ |
| 66 | 2014 | John A. Wright, Executive Vice President and President, Wines & Spirits Division | 592.4K | — | 807.2K | 639.3K | 575.9K | 52.9K | 2.67M | 54.22% | ↗ |
| 67 | 2013 | Robert Sands, President and Chief Executive Officer | 1.19M | — | 3.05M | 1.84M | 1.64M | 301.9K | 8.01M | 61.00% | ↗ |
| 68 | 2013 | Richard Sands, Chairman of the Board | 1.16M | — | — | 3.09M | 1.60M | 509.2K | 6.36M | 48.49% | ↗ |
| 69 | 2013 | Robert Ryder, Executive Vice President and Chief Financial Officer | 582.4K | — | 898.5K | 678.2K | 468.1K | 36.8K | 2.66M | 59.19% | ↗ |
| 70 | 2013 | John A. Wright, Executive Vice President and President, Wines & Spirits Division | 579.0K | — | 893.5K | 674.2K | 465.3K | 49.1K | 2.66M | 58.91% | ↗ |
| 71 | 2012 | Robert Sands, President and Chief Executive Officer | 1.20M | — | 2.32M | 2.14M | 1.63M | 414.4K | 7.71M | 57.90% | ↗ |
| 72 | 2012 | Richard Sands, Chairman of the Board | 1.18M | — | — | 3.41M | 1.60M | 504.3K | 6.69M | 50.96% | ↗ |
| 73 | 2012 | Robert Ryder, Executive Vice President and Chief Financial Officer | 589.7K | — | 682.3K | 792.4K | 465.6K | 42.0K | 2.57M | 57.33% | ↗ |
| 74 | 2012 | John A. (Jay) Wright, Executive Vice President and Chief Operating Officer | 570.7K | — | 615.1K | 714.5K | 450.6K | 50.1K | 2.40M | 55.38% | ↗ |
| 75 | 2012 | W. Keith Wilson, Executive Vice President and Chief Human Resources and Administrative Officer | 538.2K | — | 622.9K | 723.3K | 425.0K | 27.4K | 2.34M | 57.61% | ↗ |
| 76 | 2011 | Robert Sands, President and Chief Executive Officer | 1.13M | — | 2.26M | 2.14M | 2.62M | 310.4K | 8.47M | 52.01% | ↗ |
| 77 | 2011 | Richard Sands, Chairman of the Board | 1.14M | — | — | 3.50M | 2.64M | 557.4K | 7.83M | 44.65% | ↗ |
| 78 | 2011 | Robert Ryder, Executive Vice President and Chief Financial Officer | 554.0K | — | 665.5K | 792.5K | 750.8K | 76.1K | 2.84M | 51.36% | ↗ |
| 79 | 2011 | W. Keith Wilson, Executive Vice President and Chief Human Resources and Administrative Officer | 505.7K | — | 607.5K | 723.3K | 685.3K | 63.7K | 2.59M | 51.47% | ↗ |
| 80 | 2011 | Thomas J. Mullin, Executive Vice President and General Counsel | 497.7K | — | 597.8K | 711.9K | 674.4K | 61.0K | 2.54M | 51.51% | ↗ |
| 81 | 2010 | Richard Sands, Chairman of the Board | 1.14M | — | 1.14M | 3.19M | 1.31M | 338.8K | 7.11M | 60.86% | ↗ |
| 82 | 2010 | Robert Sands, President and Chief Executive Officer | 1.10M | — | 1.10M | 3.10M | 1.27M | 210.3K | 6.78M | 61.92% | ↗ |
| 83 | 2010 | Robert Ryder, Executive Vice President and Chief Financial Officer | 540.6K | — | 324.7K | 1.06M | 363.3K | 51.4K | 2.34M | 59.23% | ↗ |
| 84 | 2010 | W. Keith Wilson, Executive Vice President and Chief Human Resources and Administrative Officer | 493.4K | — | 296.4K | 970.2K | 331.6K | 40.5K | 2.13M | 59.41% | ↗ |
| 85 | 2010 | Thomas J. Mullin, Executive Vice President and General Counsel | 485.9K | — | 291.6K | 954.9K | 326.3K | 57.4K | 2.12M | 58.90% | ↗ |
| 86 | 2009 | Richard Sands, Chairman of the Board | 1.11M | — | 1.11M | 3.12M | 932.1K | 583.3K | 6.86M | 61.69% | ↗ |
| 87 | 2009 | Robert Sands, President and Chief Executive Officer | 1.08M | — | 1.08M | 3.03M | 904.9K | 266.4K | 6.36M | 64.60% | ↗ |
| 88 | 2009 | Robert Ryder, Executive Vice President and Chief Financial Officer | 529.6K | — | 319.3K | 1.04M | 258.8K | 35.5K | 2.18M | 62.26% | ↗ |
| 89 | 2008 | Richard Sands, Chairman of the Board | 1.08M | 669.8K | — | 1.46M | 923.0K | 390.7K | 4.53M | 32.34% | ↗ |
| 90 | 2008 | Robert Sands, President and Chief Executive Officer | 978.1K | 606.4K | — | 1.35M | 835.7K | 205.5K | 3.97M | 33.91% | ↗ |
| 91 | 2008 | Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits | 632.5K | 360.5K | — | 798.8K | 211.6K | 64.7K | 2.07M | 38.62% | ↗ |
| 92 | 2008 | Robert Ryder, Executive Vice President and Chief Financial Officer | 390.3K | 183.6K | — | 266.1K | 254.2K | 836.6K | 1.93M | 13.78% | ↗ |
| 93 | 2008 | Jose F. Fernandez, Chief Executive Officer, Constellation Wines North America | 593.1K | 53.4K | — | 462.9K | 599.5K | 103.4K | 1.81M | 25.54% | ↗ |
| 94 | 2008 | Jon Moramarco, Chief Executive Officer, Constellation International | 518.9K | 46.7K | — | 467.6K | 400.3K | 244.6K | 1.68M | 27.87% | ↗ |
| 95 | 2008 | Thomas S. Summer, Former Executive Vice President and Chief Financial Officer | 506.6K | 88.8K | — | 750.7K | — | 54.0K | 1.40M | 53.62% | ↗ |
| 96 | 2007 | Richard Sands, Chairman of the Board | 1.04M | 436.3K | — | 556.7K | — | 340.0K | 2.37M | 23.46% | ↗ |
| 97 | 2007 | Richard Sands, Chairman of the Board and Chief Executive Officer | 1.04M | 436.3K | — | 556.7K | — | 340.0K | 2.37M | 23.46% | ↗ |
| 98 | 2007 | Robert Sands, President and Chief Operating Officer | 852.8K | 357.8K | — | 473.7K | — | 288.9K | 1.97M | 24.01% | ↗ |
| 99 | 2007 | Robert Sands, President and Chief Executive Officer | 852.8K | 357.8K | — | 473.7K | — | 288.9K | 1.97M | 24.01% | ↗ |
| 100 | 2007 | Alexander L. Berk, Chief Executive Officer, Constellation Beers & Spirits | 608.2K | 29.8K | — | 193.7K | 548.3K | 65.9K | 1.45M | 13.39% | ↗ |
| 101 | 2007 | Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits | 608.2K | 29.8K | — | 193.7K | 548.3K | 65.9K | 1.45M | 13.39% | ↗ |
| 102 | 2007 | Thomas S. Summer, Executive Vice President and Chief Financial Officer | 487.7K | 119.2K | — | 247.2K | — | 40.2K | 894.2K | 27.65% | ↗ |
| 103 | 2007 | Thomas S. Summer, Former Executive Vice President and Chief Financial Officer | 487.7K | 119.2K | — | 247.2K | — | 40.2K | 894.2K | 27.65% | ↗ |
| 104 | 2007 | Thomas J. Mullin, Executive Vice President and General Counsel | 444.8K | 108.8K | — | 233.9K | — | 38.0K | 825.4K | 28.34% | ↗ |
| 105 | 2006 | Richard Sands, Chairman of the Board and Chief Executive Officer | 1.00M | 1.23M | — | 156.2K | — | 244.5K | 2.63M | 5.94% | ↗ |
| 106 | 2006 | Robert Sands, President and Chief Operating Officer | 820.0K | 1.01M | — | 128.0K | — | 69.3K | 2.02M | 6.32% | ↗ |
| 107 | 2006 | Stephen B. Millar, Chief Executive Officer, Constellation Wines | 690.7K | 473.3K | — | 64.8K | — | 285.3K | 1.51M | 4.28% | ↗ |
| 108 | 2006 | Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits | 584.8K | 493.3K | — | 53.8K | — | 53.3K | 1.19M | 4.54% | ↗ |
| 109 | 2006 | Thomas S. Summer, Executive Vice President and Chief Financial Officer | 441.3K | 325.5K | — | 40.6K | — | 40.3K | 847.7K | 4.79% | ↗ |
| 110 | 2005 | Richard Sands, Chairman of the Board and Chief Executive Officer | 950.0K | 1.15M | — | 282.8K | — | 77.6K | 2.46M | 11.47% | ↗ |
| 111 | 2005 | Robert Sands, President and Chief Operating Officer | 750.0K | 911.3K | — | 231.8K | — | 151.2K | 2.04M | 11.34% | ↗ |
| 112 | 2005 | Stephen B. Millar, Chief Executive Officer, Constellation Wines | 652.8K | 590.7K | — | 141.4K | — | 128.9K | 1.51M | 9.34% | ↗ |
| 113 | 2005 | Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits | 562.3K | 630.2K | — | 84.6K | — | 52.3K | 1.33M | 6.36% | ↗ |
| 114 | 2005 | Thomas S. Summer, Executive Vice President and Chief Financial Officer | 424.4K | 412.5K | — | 1.00 | — | 92.7K | 929.6K | 0.00% | ↗ |
| 115 | 2004 | Richard Sands, Chairman of the Board and Chief Executive Officer | 875.5K | 868.7K | — | 212.2K | — | 186.0K | 2.14M | 9.90% | ↗ |
| 116 | 2004 | Stephen B. Millar, Chief Executive Officer, Constellation Wines | 553.7K | 263.5K | — | 431.2K | — | 252.9K | 1.50M | 28.72% | ↗ |
| 117 | 2004 | Robert Sands, President and Chief Operating Officer | 618.0K | 613.2K | — | 167.6K | — | 46.5K | 1.45M | 11.60% | ↗ |
| 118 | 2004 | Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits | 545.9K | 610.7K | — | 81.0K | — | 125.1K | 1.36M | 5.94% | ↗ |
| 119 | 2004 | Thomas S. Summer, Executive Vice President and Chief Financial Officer | 412.0K | 327.0K | — | 3.8K | — | 33.0K | 775.8K | 0.49% | ↗ |
| 120 | 2003 | Richard Sands, Chairman of the Board and Chief Executive Officer | 875.5K | 1.11M | — | — | — | 64.5K | 2.05M | 0.00% | ↗ |
| 121 | 2003 | Robert Sands, President and Chief Operating Officer | 750.0K | 613.2K | — | — | — | 166.4K | 1.53M | 0.00% | ↗ |
| 122 | 2003 | Thomas S. Summer, Executive Vice President and Chief Financial Officer | 545.9K | 567.8K | — | — | — | 105.3K | 1.22M | 0.00% | ↗ |
| 123 | 2003 | Alexander L. Berk, President and Chief Executive Officer of Barton Incorporated | 530.0K | 567.8K | — | — | — | 51.9K | 1.15M | 0.00% | ↗ |
| 124 | 2003 | Thomas J. Mullin, Executive Vice President and General Counsel | 375.0K | 358.7K | — | — | — | 34.2K | 767.9K | 0.00% | ↗ |
| 125 | 2003 | Stephen B. Millar, Chief Executive Officer, Constellation Wines | — | 590.7K | — | — | — | 113.9K | 704.5K | 0.00% | ↗ |
| 126 | 2003 | Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits | — | — | — | — | — | 54.5K | 54.5K | 0.00% | ↗ |
| 127 | 2002 | Richard Sands, Chairman of the Board and Chief Executive Officer | 630.3K | 819.4K | — | 163.2K | — | 140.7K | 1.75M | 9.31% | ↗ |
| 128 | 2002 | Robert Sands, President and Chief Operating Officer | 559.1K | 726.8K | — | 136.0K | — | 134.2K | 1.56M | 8.74% | ↗ |
| 129 | 2002 | Alexander L. Berk, President and Chief Executive Officer of Barton Incorporated | 494.0K | 543.4K | — | 84.0K | — | 44.8K | 1.17M | 7.20% | ↗ |
| 130 | 2002 | Thomas S. Summer, Executive Vice President and Chief Financial Officer | 343.2K | 377.5K | — | 84.4K | — | 32.9K | 838.1K | 10.07% | ↗ |
| 131 | 2002 | Thomas J. Mullin, Executive Vice President and General Counsel | 312.0K | 343.2K | — | 81.2K | — | 26.0K | 762.4K | 10.65% | ↗ |
| 132 | 2001 | Richard Sands, Chairman of the Board and Chief Executive Officer | 606.1K | 425.4K | — | 125.2K | — | 123.4K | 1.28M | 9.78% | ↗ |
| 133 | 2001 | Robert Sands, President and Chief Operating Officer | 537.6K | 377.4K | — | 115.2K | — | 128.7K | 1.16M | 9.94% | ↗ |
| 134 | 2001 | Alexander L. Berk, President and Chief Executive Officer of Barton Incorporated | 475.0K | 328.2K | — | 100.0K | — | 41.2K | 944.3K | 10.59% | ↗ |
| 135 | 2001 | Thomas S. Summer, Executive Vice President and Chief Financial Officer | 330.0K | 178.2K | — | 76.4K | — | 29.0K | 613.6K | 12.45% | ↗ |
| 136 | 2001 | Thomas J. Mullin, Executive Vice President and General Counsel | 223.8K | 162.0K | — | 222.4K | — | — | 608.2K | 36.56% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William A. Newlands | Strategic Advisor | 3M | male |
| James A. Sabia Jr. | Executive VP & President of Beer Division | 2M | male |
| Garth Hankinson | Executive Vice President & Chief Financial Officer | 2M | male |
| James O. Bourdeau | Executive VP & Strategic Advisor | 1M | male |
| Jeffrey H. LaBarge | Executive Vice President, Chief Legal Officer & Secretary | 1M | male |
| Samuel James Glaetzer | Executive Vice President and President of Wine & Spirits Division | 895.8K | male |
| Nicholas Ian Fink | President, Chief Executive Officer & Director | 115.0K | male |
| Michael Becka | Senior Vice President of Corporate Finance | — | male |
| Blair Veenema | Vice President of Investor Relations | — | male |
| Michael McGrew | EVP and Chief Communications, CSR & Inclusion Officer | — | male |
| Steve King | SVP of Corporate Development and Financial Planning & Analytics | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-04-15 | 2025-05-15 | Tommy Tuberville | AL | Joint | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2025-04-15 | 2025-05-15 | Tommy Tuberville | AL | Joint | Sale | $15,001 - $50,000 | ↗ |
| 2025-02-13 | 2025-02-27 | Markwayne Mullin | OK | Joint | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2023-10-03 | 2023-11-01 | Markwayne Mullin | OK | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-13 | 2023-10-12 | Markwayne Mullin | OK | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2021-04-06 | 2021-04-09 | Ron Wyden | OR | Spouse | Sale (Full) | $100,001 - $250,000 | ↗ |
| 2020-06-04 | 2020-07-02 | Ron Wyden | OR | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2020-05-07 | 2020-06-01 | Ron Wyden | OR | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2020-04-07 | 2020-05-01 | Kelly Loeffler | GA | Joint | Sale (Full) | $100,001 - $250,000 | ↗ |
| 2018-12-21 | 2019-01-08 | Susan M. Collins | ME | Spouse | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2018-06-18 | 2018-07-10 | Susan M. Collins | ME | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-12-19 | 2026-01-12 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-11-18 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-29 | 2025-10-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-09-11 | 2025-10-22 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-09-05 | 2025-10-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-07-25 | 2025-08-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-08 | 2025-05-08 | Rob Bresnahan | PA08 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-01 | 2025-05-15 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-01-15 | 2025-02-12 | Julie Johnson | TX32 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-01-13 | 2025-02-12 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-11-15 | 2024-12-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-10-11 | 2024-11-06 | Earl Blumenauer | OR03 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2024-09-09 | 2024-10-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-09-03 | 2024-10-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-01-16 | 2024-02-05 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-01-10 | 2024-02-05 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-12-04 | 2023-12-15 | John Curtis | UT03 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2023-10-10 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for STZ
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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