Brown–Forman insider trading
Every open-market purchase and sale by Brown–Forman's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Brown–Forman’s insiders pay?
From January 5, 2010 to July 5, 2023, 35 insiders reported 30 open-market purchases and 126 sales not made under a pre-set plan in Brown–Forman. Twelve months after each purchase was reported, the shares were +4.9% against the S&P 500 on average (median +9.8%), over 30 purchases with a full year of prices; 73% beat the index. After sales, the shares moved +0.1% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 8, 2011 into $58,588 by November 2, 2026, +12.3% a year. It held shares 73% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $52,131 (+11.5% a year), and held throughout $87,956 (+15.4%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Frazier Laura | 10% owner | 1 | +17.7% (1) | 100% | 21 | +4.3% (21) | March 31, 2016 |
| Brown J Mccauley | 10% owner | 15 | +7.0% (15) | 73% | 1 | −9.1% (1) | December 13, 2016 |
| Brown Frazier Owsley | 10% owner | 0 | — | — | 13 | +5.3% (13) | January 19, 2012 |
| Morreau Jane Cecil | EVP, Chief Financial Officer | 0 | — | — | 12 | +2.0% (12) | January 5, 2021 |
| Steiner Lisa P | SVP, Chief of Staff | 0 | — | — | 9 | +5.2% (9) | March 28, 2017 |
| Stubbs Dace Brown | Director | 2 | −3.1% (2) | 50% | 6 | +4.6% (6) | March 11, 2015 |
| De Chabert Ralph E | SVP, Chief Diversity Officer | 0 | — | — | 6 | −8.7% (6) | October 16, 2020 |
| Barzun Brooke Brown and related entities | 10% owner | 0 | — | — | 5 | −13.2% (5) | July 11, 2012 |
| Hamel Matthew E | EVP, Gen Counsel and Secretary | 5 | −0.4% (5) | 80% | 0 | — | September 13, 2021 |
| Hawley Kirsten M | EVP, Chief Ppl/Places/Comm | 0 | — | — | 5 | −17.8% (5) | June 26, 2023 |
| Jones Jill Ackerman | Executive Vice President | 1 | −0.9% (1) | 0% | 4 | −4.7% (4) | January 18, 2017 |
| Mccallum Mark I | EVP, Chief Brands Officer | 0 | — | — | 5 | +3.5% (5) | September 13, 2019 |
| Brown Christina Lee and related entities | 10% owner | 0 | — | — | 4 | −5.8% (4) | October 24, 2013 |
| Hayes John V. | SVP/President, USA & Canada | 0 | — | — | 4 | −1.1% (4) | January 10, 2020 |
| Alvarez Alejandro A | SVP, Chief Production Officer | 0 | — | — | 3 | −1.8% (3) | March 16, 2021 |
| Berg Donald C | Chief Financial Officer | 0 | — | — | 3 | +10.0% (3) | July 15, 2013 |
| Bond Ina Brown | 10% owner | 0 | — | — | 3 | +23.0% (3) | July 7, 2011 |
| Brown George Garvin IV | Executive Vice President | 3 | +11.5% (3) | 100% | 0 | — | July 16, 2013 |
| Brown Owsley II | 10% owner | 1 | +8.5% (1) | 100% | 2 | +13.1% (2) | November 22, 2010 |
| Welch James S Jr | Vice Chairman | 0 | — | — | 3 | +11.4% (3) | June 23, 2015 |
| Amble Joan Lordi | Director | 2 | −4.1% (2) | 50% | 0 | — | September 20, 2012 |
| Bousquet Chavanne Patrick | Director | 0 | — | — | 2 | −26.9% (2) | September 10, 2020 |
| Cook John D. | Director | 0 | — | — | 2 | −5.8% (2) | January 10, 2020 |
| Hinrichs Thomas | SVP/Pres., International Div | 0 | — | — | 2 | −5.8% (2) | September 4, 2019 |
| Brown Kelli | SVP, Chief Accounting Officer | 0 | — | — | 1 | −43.0% (1) | September 16, 2020 |
| Brown Stuart R | Director | 0 | — | — | 1 | +22.0% (1) | June 14, 2017 |
| Fitzgerald Brian P | VP, Chief Accounting Officer | 0 | — | — | 1 | +8.4% (1) | January 12, 2015 |
| Holland Augusta Brown | Director | 0 | — | — | 1 | −64.1% (1) | July 5, 2023 |
| Keyes Mike J. | SVP, Chief Corporate Affairs | 0 | — | — | 1 | +12.2% (1) | December 27, 2018 |
| Masick Michael Andrew | VP DIR CORP STRATEGY | 0 | — | — | 1 | −7.3% (1) | January 9, 2018 |
| Nall Timothy M | SVP CIO | 0 | — | — | 1 | +14.1% (1) | September 13, 2021 |
| Shepherd Jeremy J | EVP, Pres, USA & Canada | 0 | — | — | 1 | −49.0% (1) | March 29, 2023 |
| Sirchio John Kristin | EVP, Chief Marketing Officer | 0 | — | — | 1 | −10.3% (1) | December 27, 2012 |
| Street William M | Director | 0 | — | — | 1 | +4.3% (1) | June 14, 2010 |
| Whiting Lawson E | EVP, Chief Brands & Strategy | 0 | — | — | 1 | +32.3% (1) | March 14, 2017 |
When several insiders traded Brown–Forman
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Brown–Forman in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 14 selling crowds, −0.7%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| October 30, 2020 | 3 selling | −12.4% | −17.5% | −40.1% |
| January 31, 2020 | 4 selling | +2.1% | +0.5% | −11.4% |
| September 30, 2019 | 3 selling | −0.8% | +1.1% | +6.9% |
| January 31, 2018 | 6 selling | +5.3% | −2.6% | −9.2% |
| January 31, 2017 | 3 selling | −0.8% | −1.1% | +27.8% |
| March 31, 2016 | 5 selling | −3.3% | −10.0% | −21.8% |
| January 30, 2015 | 3 selling | −2.7% | +16.3% | +10.7% |
| March 31, 2014 | 3 selling | +0.2% | −5.5% | −10.5% |
| December 31, 2012 | 3 selling | +2.1% | −6.4% | −11.0% |
| October 31, 2012 | 3 selling | −5.2% | −2.9% | −11.4% |
| July 31, 2012 | 3 selling | −0.1% | −5.5% | −8.8% |
| January 31, 2012 | 3 selling | −0.2% | +10.3% | +5.1% |