Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Keurig Dr Pepper Inc.KDP · Entity 3055 | Senior VP & Controller | September 03, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Keurig Dr Pepper Inc.
Report date September 03, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,786 |
Reported balance
After 2026-09-03 transaction · row 1
1 source rowRow 1 · 2026-09-03 · Sale · Disposed 9,500 · Balance 55,786 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 02, 2017 Filed Mar 6, 2017 22:42 UTC | Keurig Dr Pepper Inc. DPS · Entity 3055 | GrantEmployee Stock Option (right to Buy) · Derivative | 5,628 | $94.62 Strike: $94.62 | $532,521.36 |
DisclosureSEC source: 0001209191-17-018437 · doc4.xml · derivative · entry 7 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,628 Underlying: Common Stock · 5,628 shares Expires 2027-03-02 F7 · derivative.exercise_date: This option was granted pursuant to the Issuer's Omnibus Stock Incentive Plan of 2009 and vests in three equal annual installments on each anniversary date of the grant commencing on March 2, 2018. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:42 UTC | Keurig Dr Pepper Inc. DPS · Entity 3055 | Tax withholdingCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018437 · doc4.xml · nonDerivative · entry 3 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,091 F3 · kind: Represents shares withheld by Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units referenced in footnotes (1) and (2) above. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:42 UTC | Keurig Dr Pepper Inc. DPS · Entity 3055 | OtherCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018437 · doc4.xml · nonDerivative · entry 2 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,203 F2 · kind: These shares are restricted stock units (acquired with dividend equivalent payments made under the Issuer's dividend reinvestment plan with respect to the shares referenced in footnote (1) above) that vested on March 2, 2017. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 22:42 UTC | Keurig Dr Pepper Inc. DPS · Entity 3055 | Exercise / conversionCommon Stock | 399 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018437 · doc4.xml · nonDerivative · entry 1 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,194 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares represent restricted stock units granted pursuant to the Issuer's Omnibus Stock Incentive Plan of 2009 and vest in three equal annual installments on each anniversary date of the grant commencing on March 2, 2017. Read SEC document |
| March 02, 2017 Filed May 12, 2017 13:15 UTC Amendment | Keurig Dr Pepper Inc. DPS · Entity 3055 | GrantRestricted Stock Units · Derivative | 1,183 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031701 · doc4a.xml · derivative · entry 1 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,183 Underlying: Common Stock · 1,183 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock and is granted pursuant to the Issuer's Omnibus Stock Incentive Plan of 2009. F2 · shares: On March 6, 2017 the reporting person filed a Form 4 reporting the acquisition of 887 restricted stock units granted on March 2, 2107 pursuant to the Issuer's Omnibus Stock Incentive Plan of 2009. The total number of shares acquired was reported as 887 and should have been reported as 1,183. F3 · derivative.exercise_date: These shares represent restricted stock units granted pursuant to the Issuer's Omnibus Stock Incentive Plan of 2009 and vests in three equal annual installments on March 4, 2018, March 4, 2019 and March 4, 2020. F3 · derivative.expiration_date: These shares represent restricted stock units granted pursuant to the Issuer's Omnibus Stock Incentive Plan of 2009 and vests in three equal annual installments on March 4, 2018, March 4, 2019 and March 4, 2020. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:35 UTC | Keurig Dr Pepper Inc. DPS · Entity 3055 | Tax withholdingCommon Stock | 1,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014786 · doc4.xml · nonDerivative · entry 2 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,795 F1 · kind: These shares were issued to the Reporting Person as the result of the vesting of non-derivative performance stock units ("PSU"). The level of achievement of the performance targets set forth in the Issuer's PSU Plan and the number of shares to be issued was approved by the Compensation Committee of the Issuer on February 23, 2017. 1,287 shares were withheld by Issuer to satisfy tax withholding obligations in connection with the vesting of these PSUs. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:35 UTC | Keurig Dr Pepper Inc. DPS · Entity 3055 | GrantCommon Stock | 4,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014786 · doc4.xml · nonDerivative · entry 1 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,082 F1 · kind: These shares were issued to the Reporting Person as the result of the vesting of non-derivative performance stock units ("PSU"). The level of achievement of the performance targets set forth in the Issuer's PSU Plan and the number of shares to be issued was approved by the Compensation Committee of the Issuer on February 23, 2017. 1,287 shares were withheld by Issuer to satisfy tax withholding obligations in connection with the vesting of these PSUs. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 13:37 UTC | Keurig Dr Pepper Inc. DPS · Entity 3055 | SaleCommon Stock | 2,100 | $94.05 | $197,494.50 |
DisclosureSEC source: 0001209191-17-012443 · doc4.xml · nonDerivative · entry 1 Stephens Angela A. · CIK 0001457301 · Sr. Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,505 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.