Form 4: Brown-Forman EVP Timothy Nall Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


Executive Vice President of Brown-Forman, Timothy Nall, reports acquisition and disposal of Class B Common stock due to option exercise and tax withholding.

Summary

  • On April 1, 2024, Timothy Nall, EVP, Chief Supply Chain and Technology Officer at Brown-Forman Corp, engaged in transactions involving Class B Common stock.
  • Nall acquired 8,043 shares of Class B Common stock through the exercise of stock appreciation rights at a price of $35.603.
  • Simultaneously, Nall disposed of 6,726 shares of Class B Common stock at $51.62 to cover withholding tax obligations.
  • Following these transactions, Nall directly owns 6,158 shares of Class B Common stock.
  • Nall also indirectly owns 6,656.7345 shares through a family trust and shares through a 401(k) plan.
  • Nall has granted power of attorney to Michael E. Carr, Jr., Mary E. Barrazotto, Nancie Oliver Mauffray, Laura H. Pulliam, and Mary C. Garris to handle SEC filings.

Sentiment

Score: 6

Explanation: The document reflects standard executive compensation practices and SEC reporting, indicating a neutral sentiment.

Positives

  • The exercise of stock appreciation rights indicates a positive outlook by the executive on the company's future performance.

Industry Context

Form 4 filings are standard practice for company insiders to report transactions in their company's stock, ensuring transparency and compliance with SEC regulations.

Comparison to Industry Standards

  • Executive compensation packages often include stock options and appreciation rights to align management's interests with those of shareholders.
  • Tax withholding practices related to stock option exercises are standard across publicly traded companies.
  • Power of attorney arrangements for SEC filings are common among corporate executives.

Stakeholder Impact

  • The transactions have a minimal direct impact on stakeholders, as they are related to executive compensation and tax obligations.

Key Dates

DateDescription
2024-02-29Date of Power of Attorney execution.
2017-05-01Date Stock Appreciation Right was exercisable.
2024-03-28Date used to calculate withholding obligation.
2024-04-01Date of stock transaction (exercise of rights and disposal of shares).
2024-04-02Date of shares acquired through the issuer's 401(k) plan.
2024-04-03Date of signature on the Form 4.

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