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person · Reporting owner

Quincey James

Disclosed activity across 2 companies

Tapewire entity
10522
SEC CIK
0001561264

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
COCA COLA COKO · Entity 2806Director · ChairmanJuly 28, 2026July 30, 2026
PFIZER INCPFE · Entity 2863DirectorSeptember 25, 2026September 29, 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.

COCA COLA CO

Report date July 28, 2026 · Filed July 30, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $.25 Par ValueSEC Table I · non-derivativeDirect122,833 Ending reported balance After 2026-07-29 transaction · row 4
4 source rows · reconciled sequence

Row 1 · 2026-07-28 · Exercise / conversion · Acquired 381,140 · Balance 503,973

Row 2 · 2026-07-28 · Sale · Disposed 381,140 · Balance 122,833

F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 5, 2026.

F2: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.21. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Row 3 · 2026-07-29 · Exercise / conversion · Acquired 145,947 · Balance 268,780

Row 4 · 2026-07-29 · Sale · Disposed 145,947 · Balance 122,833

F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 5, 2026.

F3: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.26. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.44 · Expires 2029-02-21Direct145,947 Reported balance After 2026-07-28 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2026-07-28 · Exercise / conversion · Disposed 381,140 · Balance 145,947

F5: Options (with tax withholding right) granted on February 21, 2019 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $45.44 · Expires 2029-02-21Direct0 Reported balance After 2026-07-29 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2026-07-29 · Exercise / conversion · Disposed 145,947 · Balance 0

F5: Options (with tax withholding right) granted on February 21, 2019 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Common Stock, $.25 Par ValueSEC Table I · non-derivativeIndirectBy 401(k) Plan9,101 Reported balance Holding disclosure · report date 2026-07-28 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 9,101

F4: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of July 28, 2026.

Hypothetical SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00IndirectBy Supplemental 401(k) Plan38,392 Reported balance Holding disclosure · report date 2026-07-28 · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · Balance 38,392

F6: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.

F7: There is no data applicable with respect to the hypothetical shares.

F8: As of July 28, 2026.

Filing footnotes · ownership attribution and instrument terms

F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 5, 2026.

F2: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.21. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F3: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.26. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

F4: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of July 28, 2026.

F5: Options (with tax withholding right) granted on February 21, 2019 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

F6: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.

F7: There is no data applicable with respect to the hypothetical shares.

F8: As of July 28, 2026.

PFIZER INC

Report date September 25, 2026 · Filed September 29, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityDirect90,670.847 Reported balance After 2026-09-25 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-25 · Grant · Acquired 1,351.587 · Balance 90,670.847

F1: Each unit represents one phantom share of common stock.

F2: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Filing footnotes · ownership attribution and instrument terms

F1: Each unit represents one phantom share of common stock.

F2: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 30, 2024 Filed Oct 2, 2024 19:43 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 1,338.977 $28.94 $38,749.99
Disclosure

SEC source: 0001225208-24-008994 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,710.584

Underlying: Common Stock · 1,338.977 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 14,160 $0.00 Strike: $41.89 $0.00
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · derivative · entry 11

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $.25 Par Value · 14,160 shares

Expires 2025-02-18

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.

F5 · derivative.exercise_date: Options (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 14,119 $0.00 Strike: $41.89 $0.00
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · derivative · entry 10

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,160

Underlying: Common Stock, $.25 Par Value · 14,119 shares

Expires 2025-02-18

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.

F5 · derivative.exercise_date: Options (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 14,118 $0.00 Strike: $41.89 $0.00
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · derivative · entry 9

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,279

Underlying: Common Stock, $.25 Par Value · 14,118 shares

Expires 2025-02-18

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.

F5 · derivative.exercise_date: Options (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 14,160 $70.03 $991,589.40
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · nonDerivative · entry 6

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F3 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.09. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 14,160 $41.89 $593,091.60
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · nonDerivative · entry 5

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 456,706

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.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 14,119 $70.03 $988,719.68
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · nonDerivative · entry 4

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F2 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.10. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 14,119 $41.89 $591,374.32
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · nonDerivative · entry 3

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 456,665

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.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 14,118 $70.00 $988,260.00
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · nonDerivative · entry 2

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

Read SEC document
August 26, 2024 Filed Aug 27, 2024 17:49 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 14,118 $41.89 $591,332.43
Disclosure

SEC source: 0001127602-24-022954 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 456,664

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.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 22,114 $0.00 Strike: $41.89 $0.00
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · derivative · entry 14

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,397

Underlying: Common Stock, $.25 Par Value · 22,114 shares

Expires 2025-02-18

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.

F6 · derivative.exercise_date: Options (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 22,073 $0.00 Strike: $41.89 $0.00
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · derivative · entry 13

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,511

Underlying: Common Stock, $.25 Par Value · 22,073 shares

Expires 2025-02-18

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.

F6 · derivative.exercise_date: Options (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 22,114 $0.00 Strike: $41.89 $0.00
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · derivative · entry 12

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 86,584

Underlying: Common Stock, $.25 Par Value · 22,114 shares

Expires 2025-02-18

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.

F6 · derivative.exercise_date: Options (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 36,232 $0.00 Strike: $41.89 $0.00
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · derivative · entry 11

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 108,698

Underlying: Common Stock, $.25 Par Value · 36,232 shares

Expires 2025-02-18

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.

F6 · derivative.exercise_date: Options (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 22,114 $70.03 $1,548,751.78
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 8

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F4 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.12. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 22,114 $41.89 $926,244.89
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 7

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 464,660

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.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 22,073 $70.04 $1,545,893.59
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 6

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F3 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.12. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 22,073 $41.89 $924,527.61
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 5

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 464,619

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.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 22,114 $70.04 $1,548,756.20
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 4

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F2 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.13. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 22,114 $41.89 $926,244.89
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 3

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 464,660

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.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 36,232 $70.00 $2,536,240.00
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 2

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 17:58 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 36,232 $41.89 $1,517,577.32
Disclosure

SEC source: 0001127602-24-022831 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 478,778

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.

Read SEC document
June 28, 2024 Filed Jul 2, 2024 00:43 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 1,384.918 $27.98 $38,750.01
Disclosure

SEC source: 0001225208-24-007123 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,620.351

Underlying: Common Stock · 1,384.918 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 17:23 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 8,115.598 $25.26 $205,000.01
Disclosure

SEC source: 0001225208-24-005276 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,495.58

Underlying: Common Stock · 8,115.598 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors.

F3 · derivative.exercise_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F3 · derivative.expiration_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 17:32 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 1,396.396 $27.75 $38,749.99
Disclosure

SEC source: 0001225208-24-004642 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,379.982

Underlying: Common Stock · 1,396.396 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 18:42 UTC COCA COLA CO KO · Entity 2806 GrantEmployee Stock Option (Right to Buy) · Derivative 835,436 $0.00 Strike: $60.28 $0.00
Disclosure

SEC source: 0001127602-24-007780 · form4.xml · derivative · entry 4

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 835,436

Underlying: Common Stock, $.25 Par Value · 835,436 shares

Expires 2034-02-28

F2 · derivative.exercise_date: Options (with tax withholding right) granted on February 28, 2024 under The Coca-Cola Company 2014 Equity Plan. One fourth of grant becomes exercisable on each of February 28, 2025, February 27, 2026, February 26, 2027 and February 29, 2028.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 19:01 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 247,188 $60.94 $15,063,191.78
Disclosure

SEC source: 0001127602-24-006809 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,546

F1 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $60.845 to $61.05. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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February 15, 2024 Filed Feb 20, 2024 19:54 UTC COCA COLA CO KO · Entity 2806 Tax withholdingCommon Stock, $.25 Par Value 196,356 $59.29 $11,641,947.24
Disclosure

SEC source: 0001127602-24-005632 · form4.xml · nonDerivative · entry 2

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 689,734

F2 · shares: Represents shares withheld to satisfy tax liabilities upon the release of performance share units issued on February 15, 2024 under the 2021-2023 performance share unit program.

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February 15, 2024 Filed Feb 20, 2024 19:54 UTC COCA COLA CO KO · Entity 2806 GrantCommon Stock, $.25 Par Value 443,544 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-005632 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 886,090

F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon the release of performance share units issued under the 2021-2023 performance share unit program.

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December 29, 2023 Filed Jan 2, 2024 22:49 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 1,345.953 $28.79 $38,749.99
Disclosure

SEC source: 0001225208-24-000077 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,377.399

Underlying: Common Stock · 1,345.953 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

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December 18, 2023 Filed Dec 20, 2023 19:11 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 92,028 $0.00 Strike: $37.21 $0.00
Disclosure

SEC source: 0001127602-23-030165 · form4.xml · derivative · entry 5

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $.25 Par Value · 92,028 shares

Expires 2024-02-19

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.

F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 20, 2014 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

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December 18, 2023 Filed Dec 20, 2023 19:11 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 92,028 $59.06 $5,435,376.14
Disclosure

SEC source: 0001127602-23-030165 · form4.xml · nonDerivative · entry 2

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F2 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $58.62 to $59.48. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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December 18, 2023 Filed Dec 20, 2023 19:11 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 92,028 $37.21 $3,423,901.74
Disclosure

SEC source: 0001127602-23-030165 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534,574

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.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:07 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 92,028 $0.00 Strike: $37.21 $0.00
Disclosure

SEC source: 0001127602-23-027975 · form4.xml · derivative · entry 5

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,028

Underlying: Common Stock, $.25 Par Value · 92,028 shares

Expires 2024-02-19

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.

F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 20, 2014 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

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November 16, 2023 Filed Nov 20, 2023 20:07 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 92,028 $57.15 $5,258,958.47
Disclosure

SEC source: 0001127602-23-027975 · form4.xml · nonDerivative · entry 2

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F2 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $56.99 to $57.47. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
November 16, 2023 Filed Nov 20, 2023 20:07 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 92,028 $37.21 $3,423,901.74
Disclosure

SEC source: 0001127602-23-027975 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534,574

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.

Read SEC document
October 17, 2023 Filed Oct 19, 2023 17:21 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 92,029 $0.00 Strike: $37.21 $0.00
Disclosure

SEC source: 0001127602-23-026083 · form4.xml · derivative · entry 5

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,056

Underlying: Common Stock, $.25 Par Value · 92,029 shares

Expires 2024-02-19

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.

F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 20, 2014 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
October 17, 2023 Filed Oct 19, 2023 17:21 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 92,029 $53.86 $4,956,488.68
Disclosure

SEC source: 0001127602-23-026083 · form4.xml · nonDerivative · entry 2

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F2 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $53.22 to $54.09. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
October 17, 2023 Filed Oct 19, 2023 17:21 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 92,029 $37.21 $3,423,938.95
Disclosure

SEC source: 0001127602-23-026083 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534,575

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.

Read SEC document
September 29, 2023 Filed Oct 2, 2023 23:25 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 1,168.224 $33.17 $38,749.99
Disclosure

SEC source: 0001225208-23-009139 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,520.066

Underlying: Common Stock · 1,168.224 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 18:37 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 92,029 $0.00 Strike: $37.21 $0.00
Disclosure

SEC source: 0001127602-23-024525 · form4.xml · derivative · entry 5

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 276,085

Underlying: Common Stock, $.25 Par Value · 92,029 shares

Expires 2024-02-19

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.

F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 20, 2014 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 18:37 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 92,029 $58.09 $5,346,323.52
Disclosure

SEC source: 0001127602-23-024525 · form4.xml · nonDerivative · entry 2

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,546

F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on February 22, 2023.

F2 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $57.64 to $58.34 The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
September 18, 2023 Filed Sep 20, 2023 18:37 UTC COCA COLA CO KO · Entity 2806 Exercise / conversionCommon Stock, $.25 Par Value 92,029 $37.21 $3,423,938.95
Disclosure

SEC source: 0001127602-23-024525 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534,575

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.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 14:14 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 1,056.434 $36.68 $38,750.00
Disclosure

SEC source: 0001225208-23-007153 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,946.861

Underlying: Common Stock · 1,056.434 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
May 01, 2023 Filed May 2, 2023 20:57 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 150,000 $64.33 $9,649,095.00
Disclosure

SEC source: 0001127602-23-014102 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 442,546

F1 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $64.275 to $64.495. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
April 27, 2023 Filed Apr 28, 2023 20:34 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 5,291.688 $38.74 $204,999.99
Disclosure

SEC source: 0001225208-23-005155 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,537.581

Underlying: Common Stock · 5,291.688 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · shares: Granted pursuant to the Pfizer Inc. Nonfunded Deferred Compensation and Unit Award Plan for Non-Employee Directors.

F3 · derivative.exercise_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F3 · derivative.expiration_date: These units represent deferred director's compensation that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 12:03 UTC PFIZER INC PFE · Entity 2863 GrantPhantom Stock Units · Derivative 949.755 $40.80 $38,750.00
Disclosure

SEC source: 0001225208-23-004408 · doc4.xml · derivative · entry 1

Quincey James · CIK 0001561264 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,245.893

Underlying: Common Stock · 949.755 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit represents one phantom share of common stock.

F2 · derivative.exercise_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

F2 · derivative.expiration_date: These units represent deferred director's compensation (including dividend equivalents thereon) that are settled in cash or common stock at the director's election following the reporting person's retirement from the Board of Directors.

Read SEC document
March 07, 2023 Filed Mar 9, 2023 18:05 UTC COCA COLA CO KO · Entity 2806 SaleCommon Stock, $.25 Par Value 46,421 $60.50 $2,808,470.50
Disclosure

SEC source: 0001127602-23-009542 · form4.xml · nonDerivative · entry 1

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 592,546

Read SEC document
February 27, 2023 Filed Mar 1, 2023 19:35 UTC COCA COLA CO KO · Entity 2806 GrantEmployee Stock Option (Right to Buy) · Derivative 733,437 $0.00 Strike: $60.02 $0.00
Disclosure

SEC source: 0001127602-23-007818 · form4.xml · derivative · entry 4

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 733,437

Underlying: Common Stock, $.25 Par Value · 733,437 shares

Expires 2033-02-25

F2 · derivative.exercise_date: Options (with tax withholding right) granted on February 27, 2023 under The Coca-Cola Company 2014 Equity Plan. One fourth of grant becomes exercisable on each of February 29, 2024, February 28, 2025, February 27, 2026 and February 26, 2027.

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February 16, 2023 Filed Feb 21, 2023 21:55 UTC COCA COLA CO KO · Entity 2806 Tax withholdingCommon Stock, $.25 Par Value 235,050 $59.59 $14,006,629.50
Disclosure

SEC source: 0001127602-23-006220 · form4.xml · nonDerivative · entry 3

Quincey James · CIK 0001561264 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 638,967

F3 · shares: Represents shares withheld to satisfy tax liabilities upon the release of performance share units issued on February 16, 2023 under the 2020-2022 performance share unit program and the 2021-2022 Emerging Stronger performance share unit program.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.