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Brown-Forman Corporation filings document formal disclosures for a public spirits company with Class A common stock, nonvoting common stock, and outstanding notes. Recent Form 8-K reports furnish operating results and financial condition updates, Regulation FD releases, and other material-event disclosures tied to the company’s beverage alcohol business.
The filing record also covers executive officer changes, compensatory arrangements, an executive change-in-control severance plan, and board authorization of share repurchases. These disclosures provide the formal record for Brown-Forman’s governance actions, capital structure, securities, and recurring public-company reporting obligations.
Brown-Forman executive Yiannis Pafilis reported equity compensation activity tied to performance-based awards. On May 27, 2026, he received 272 shares of Class A Common and 508 shares of Class B Common at $0.00 per share, issued upon vesting of earlier performance-based restricted stock unit awards with three-year performance periods ending April 30, 2026.
To cover withholding taxes on these vested awards, he surrendered 95 Class A shares at a price of $26.72 and 177 Class B shares at $25.94 through tax-withholding dispositions, which are not open-market sales. After these transactions, his reported direct holdings were 272 Class A shares and 685 Class B shares.
Brown-Forman executive Crystal L. Peterson received 1,367 shares of Class A common stock as a performance-based restricted stock unit award that vested after a three-year period ending April 30, 2026. To cover related tax withholding, she surrendered 616 shares at a price of $26.72, leaving her with 1,717 directly held shares.
Brown‑Forman executive Jeremy J. Shepherd reported a stock-based compensation event involving Class A common shares. On May 27, 2026, he received 3,010 shares of Class A common stock at $0.00 per share as a grant tied to a July 27, 2023 award of performance-based restricted stock units that carried a three-year performance period ending April 30, 2026.
To cover related tax withholding obligations, he surrendered 1,357 shares of Class A common stock, valued using the $26.72 closing price of BF‑A on the same date. After these non‑market transactions, the filing shows 2,210 shares following the tax-withholding disposition and 3,567 shares following the award entry, indicating his direct holdings remain in the low‑thousands of shares. The activity reflects routine equity compensation and tax settlement rather than open‑market buying or selling.
BROWN FORMAN CORP President & CEO Lawson E. Whiting reported compensation-related equity activity in Class A common stock. On May 27, 2026, he acquired 36,389 shares at no cost from a July 27, 2023 award of performance-based restricted stock units that vested after a three-year performance period ending April 30, 2026. To cover tax withholding on this vesting, he surrendered 16,494 Class A shares, with the obligation calculated using the May 27, 2026 BF-A closing price of $26.72 per share. A separate entry reflects 3.13 shares held through the company’s dividend reinvestment plan as of May 29, 2026.
BROWN FORMAN CORP executive Timothy M. Nall reported routine equity compensation activity. On May 27, 2026, he received 3,010 shares of Class A Common as shares issued from a July 27, 2023 award of performance-based restricted stock units after a three-year performance period ending April 30, 2026.
To cover tax withholding obligations from this award, he surrendered 1,065 Class A shares valued at $26.72 per share, based on the May 27, 2026 closing price. Following these transactions, he directly holds 3,050 Class A shares and indirectly holds 36 Class A shares through a Family Trust.
Brown-Forman Corp reports a Schedule 13G/A showing FMR LLC beneficially owns 12,779,312.42 shares of Class B common stock, representing 4.4% of the class as of 03/31/2026. The filing states FMR LLC has sole dispositive power over 12,779,312.42 shares and sole voting power over 7,408,620.36 shares. The filing is an ownership disclosure amendment and notes related Exhibit 99 and a power of attorney.
Brown-Forman senior vice president and chief accounting officer Angela S. Enyard reported compensation-related equity activity in Class B common stock. On April 30, 2026, she exercised restricted stock units, converting 884 shares of RSUs into Class B common shares, with each RSU representing one share.
To cover tax obligations, 307 Class B shares were disposed of through a tax-withholding transaction at $25.77 per share, based on the BF-B closing price on April 30, 2026. After these transactions, Enyard directly held 1,204 Class B shares, reflecting a routine vesting and tax-settlement event rather than an open-market trade.
Vanguard Capital Management reports 16,213,828 shares of Brown-Forman Corp common stock, representing 5.58% of the class. The filing states Vanguard has sole dispositive power over 16,213,828 shares and sole voting power for 1,541,500 shares. The Schedule 13G notes these holdings include shares held for Vanguard funds and managed accounts. The filing is signed by Ashley Grim on 04/29/2026.
Brown-Forman Corporation announced that it and Pernod Ricard have terminated discussions about a potential business combination after the parties were unable to reach mutually agreeable terms. No transaction was signed, and Brown-Forman will continue operating independently.
The company reaffirmed its focus on creating long-term value by advancing existing strategic and operational plans. Priorities include expanding its geographic footprint, building brands that resonate with consumers, and improving operational efficiency. Brown-Forman highlights its global spirits portfolio and presence in more than 170 countries as it pursues these goals.
Brown-Forman EVP and CFO James W. Peters received a grant of 8,992 stock appreciation rights. These derivative awards were granted at an exercise price of $28.40 per share and relate to 8,992 shares of Class B common stock. The rights become exercisable on May 1, 2028 and expire on April 30, 2035. Following this grant, his reported holdings of these stock appreciation rights total 8,992 units held directly.