Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Director | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 22,601.8971 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Grant · Acquired 4,089.1702 · Balance 22,601.8971 F3: Each phantom share unit is economically equivalent to one share of Common Stock. F4: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation. F5: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F6: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 162,610 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 162,610 F1: Exhibit Index - Exhibit No. 24 - Power of Attorney |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectAllen & Company LLC | 99,054 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 99,054 F2: Shares owned by Allen & Company LLC, of which the reporting person is the President. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Exhibit Index - Exhibit No. 24 - Power of Attorney
F2: Shares owned by Allen & Company LLC, of which the reporting person is the President. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F3: Each phantom share unit is economically equivalent to one share of Common Stock.
F4: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation.
F5: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board.
F6: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 4,089.1702 | $75.81 Strike: $0.00 | $309,999.99 |
DisclosureSEC source: 0000021344-26-000104 · form4.xml · derivative · entry 3 Allen Herbert A III · CIK 0001295077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,601.8971 Underlying: Common Stock, $.25 Par Value · 4,089.1702 shares Expires not disclosed F3 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F4 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation. F5 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F6 · balance_after: This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:21 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 4,332.6345 | $71.55 Strike: $0.00 | $310,000.00 |
DisclosureSEC source: 0001127602-25-011302 · form4.xml · derivative · entry 3 Allen Herbert A III · CIK 0001295077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,958.3057 Underlying: Common Stock, $.25 Par Value · 4,332.6345 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2025 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2025 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:23 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 4,756.4376 | $60.97 Strike: $0.00 | $290,000.00 |
DisclosureSEC source: 0001127602-24-012119 · form4.xml · derivative · entry 3 Allen Herbert A III · CIK 0001295077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,075.4801 Underlying: Common Stock, $.25 Par Value · 4,756.4376 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2024 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2024 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:00 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 4,672.8972 | $62.06 Strike: $0.00 | $290,000.00 |
DisclosureSEC source: 0001127602-23-012083 · form4.xml · derivative · entry 3 Allen Herbert A III · CIK 0001295077 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,964.702 Underlying: Common Stock, $.25 Par Value · 4,672.8972 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2023 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through December 15, 2022 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 19:44 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 33,200 | $60.18 | $1,997,952.76 |
DisclosureSEC source: 0001127602-22-024567 · form4.xml · nonDerivative · entry 1 Allen Herbert A III · CIK 0001295077 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Allen & Company LLC Disclosed balance after: 99,054 F1 · price: The price is the weighted average purchase price of the aggregate number of shares that were purchased by the reporting person. These shares were purchased in multiple transactions at prices ranging from $60.125 to $60.24. 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 purchased at each separate price. F2 · ownership.nature: Shares owned by Allen & Company LLC, of which the reporting person is the President. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:56 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,198.9763 | $62.52 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-22-011446 · form4.xml · derivative · entry 3 Allen Herbert A III · CIK 0001295077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,221.4899 Underlying: Common Stock, $.25 Par Value · 3,198.9763 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2022 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2022 under the Directors' Plan as result of crediting phantom dividends. 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.