Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Director · Chairman | July 28, 2026 | July 30, 2026 |
| PFIZER INCPFE · Entity 2863 | Director | September 25, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 122,833 |
Ending reported balance
After 2026-07-29 transaction · row 4
4 source rows · reconciled sequenceRow 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 2029-02-21 | Direct | 145,947 |
Reported balance
After 2026-07-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2029-02-21 | Direct | 0 |
Reported balance
After 2026-07-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectBy 401(k) Plan | 9,101 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 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 $0.00 | IndirectBy Supplemental 401(k) Plan | 38,392 |
Reported balance
Holding disclosure · report date 2026-07-28 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 90,670.847 |
Reported balance
After 2026-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| February 16, 2017 Filed Feb 21, 2017 19:21 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 46,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007281 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,037 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of performance share units that were issued to the reporting person in connection with the attainment of the performance criterion underlying performance share units granted for the 2014-2016 performance period. These performance share units vest in February 2018. Read SEC document |
| February 18, 2016 Filed Feb 22, 2016 21:17 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 266,403 | $0.00 Strike: $43.52 | $0.00 |
DisclosureSEC source: 0001127602-16-042662 · form4.xml · derivative · entry 4 Quincey James · CIK 0001561264 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,403 Underlying: Common Stock, $.25 Par Value · 266,403 shares Expires 2026-02-17 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 18, 2016 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 12, 2015 Filed Aug 14, 2015 18:35 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 72,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-024938 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,533 F1 · shares: A special one-time award of restricted stock units was issued to the reporting person under The Coca-Cola Company 2014 Equity Plan and vests 50% on August 12, 2018 and 50% on August 12, 2019, contingent on his continued employment. Read SEC document |
| February 26, 2015 Filed Feb 26, 2015 20:15 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 114,784 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-15-008562 · form4.xml · derivative · entry 8 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,260 Underlying: Common Stock, $.25 Par Value · 114,784 shares Expires 2022-02-15 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: Option (with tax withholding right) granted on February 16, 2012 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 26, 2015 Filed Feb 26, 2015 20:15 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 114,784 | $42.26 | $4,850,358.62 |
DisclosureSEC source: 0001127602-15-008562 · form4.xml · nonDerivative · entry 4 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,695 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 $42.25 to $42.29. 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 |
| February 26, 2015 Filed Feb 26, 2015 20:15 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 114,784 | $34.35 | $3,943,117.36 |
DisclosureSEC source: 0001127602-15-008562 · form4.xml · nonDerivative · entry 3 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,479 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 |
| February 24, 2015 Filed Feb 26, 2015 20:15 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 171,800 | $0.00 Strike: $32.00 | $0.00 |
DisclosureSEC source: 0001127602-15-008562 · form4.xml · derivative · entry 7 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 171,800 shares Expires 2021-02-16 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 17, 2011 under The Coca-Cola Company 1999 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 |
| February 24, 2015 Filed Feb 26, 2015 20:15 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 171,800 | $42.25 | $7,258,309.48 |
DisclosureSEC source: 0001127602-15-008562 · form4.xml · nonDerivative · entry 2 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,695 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 $42.18 to $42.33. 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. Cancel Read SEC document |
| February 24, 2015 Filed Feb 26, 2015 20:15 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 171,800 | $32.00 | $5,497,170.50 |
DisclosureSEC source: 0001127602-15-008562 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,495 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 |
| February 19, 2015 Filed Feb 23, 2015 20:58 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 144,930 | $0.00 Strike: $41.89 | $0.00 |
DisclosureSEC source: 0001127602-15-007675 · form4.xml · derivative · entry 4 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,930 Underlying: Common Stock, $.25 Par Value · 144,930 shares Expires 2025-02-18 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 19, 2015 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 20:27 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 119 | $41.76 | $4,969.44 |
DisclosureSEC source: 0001127602-15-007094 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,695 F1 · kind: Represents shares withheld to satisfy tax liabilities upon the vesting of a one-time award of restricted stock units issued on February 16, 2012 under The Coca-Cola Company 1989 Restricted Stock Award Plan. Read SEC document |
| November 12, 2014 Filed Nov 14, 2014 19:44 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 151,600 | $0.00 Strike: $27.77 | $0.00 |
DisclosureSEC source: 0001127602-14-032250 · form4.xml · derivative · entry 5 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 151,600 shares Expires 2020-02-17 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. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 18, 2010 under The Coca-Cola Company 1999 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 |
| November 12, 2014 Filed Nov 14, 2014 19:44 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 151,600 | $42.71 | $6,474,184.12 |
DisclosureSEC source: 0001127602-14-032250 · form4.xml · nonDerivative · entry 2 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,814 F1 · kind: 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 $42.70 to $42.755. 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 12, 2014 Filed Nov 14, 2014 19:44 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 151,600 | $27.77 | $4,209,553.00 |
DisclosureSEC source: 0001127602-14-032250 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,414 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 |
| March 13, 2014 Filed Mar 14, 2014 16:17 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100,112 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001127602-14-011550 · form4.xml · derivative · entry 5 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 100,112 shares Expires 2019-02-18 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. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 19, 2009 under The Coca-Cola Company 2008 Stock Option Plan. One-fourth of grant became exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| March 13, 2014 Filed Mar 14, 2014 16:17 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 95,490 | $38.40 | $3,666,529.53 |
DisclosureSEC source: 0001127602-14-011550 · form4.xml · nonDerivative · entry 2 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,814 F1 · kind: 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 $38.31 to $38.47 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 |
| March 13, 2014 Filed Mar 14, 2014 16:17 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 100,112 | $21.60 | $2,162,419.20 |
DisclosureSEC source: 0001127602-14-011550 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,304 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 |
| February 20, 2014 Filed Feb 24, 2014 21:15 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 368,114 | $0.00 Strike: $37.21 | $0.00 |
DisclosureSEC source: 0001127602-14-007912 · form4.xml · derivative · entry 4 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,114 Underlying: Common Stock, $.25 Par Value · 368,114 shares Expires 2024-02-19 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 20, 2014 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 20:38 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 16,898 | $37.69 | $636,801.13 |
DisclosureSEC source: 0001127602-14-007366 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,192 F1 · kind: Represents shares withheld to satisfy tax liabilities upon the vesting of (i) restricted stock units issued under the 2010-2012 performance share unit program, and (ii) a one-time award of restricted stock units issued on February 17, 2011 under The Coca-Cola Company 1989 Restricted Stock Award Plan. Read SEC document |
| February 21, 2013 Filed Feb 25, 2013 22:14 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 256,972 | $0.00 Strike: $37.61 | $0.00 |
DisclosureSEC source: 0001127602-13-007831 · form4.xml · derivative · entry 4 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,972 Underlying: Common Stock, $.25 Par Value · 256,972 shares Expires 2023-02-20 F4 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2013 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant becomes exercisable on each of the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 21, 2013 Filed Feb 25, 2013 22:14 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 35,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-007831 · form4.xml · nonDerivative · entry 1 Quincey James · CIK 0001561264 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,090 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of restricted stock units that were issued to the reporting person in connection with the attainment of the performance criterion underlying performance share units granted for the 2010-2012 performance period. F2 · balance_after: Includes 22 shares acquired under an employee stock purchase plan. 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.