Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Executive Vice President | February 27, 2026 | March 03, 2026 |
| Primerica, Inc.PRI · Entity 3587 | Director | March 13, 2026 | March 16, 2026 |
| W.W. GRAINGER, INC.GWW · Entity 2997 | Director | September 01, 2026 | September 01, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 160,428 |
Ending reported balance
After 2026-02-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-27 · Exercise / conversion · Acquired 21,326 · Balance 195,054 Row 2 · 2026-02-27 · Sale · Disposed 21,326 · Balance 173,728 Row 3 · 2026-02-27 · Tax withholding · Disposed 13,300 · Balance 160,428 F1: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 19, 2026 under the 2023-2025 performance share unit program. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $44.48 · Expires 2028-02-15 | Direct | 0 |
Reported balance
After 2026-02-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-27 · Exercise / conversion · Disposed 21,326 · Balance 0 F3: Options (with tax withholding right) granted on February 15, 2018 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 | 24,200 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 24,200 F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 12,462 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 12,462 F4: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. F5: There is no data applicable with respect to the hypothetical shares. F6: As of February 26, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 19, 2026 under the 2023-2025 performance share unit program.
F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026.
F3: Options (with tax withholding right) granted on February 15, 2018 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.
F4: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
F5: There is no data applicable with respect to the hypothetical shares.
F6: As of February 26, 2026.
Primerica, Inc.
Report date March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,362.2757 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 54.482 · Balance 11,362.2757 F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan.
W.W. GRAINGER, INC.
Report date September 01, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,365 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 10 · Balance 5,365 F1: 1-for-1 F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 1, 2026 21:38 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 10 | $1,309.49 | $13,094.90 |
DisclosureSEC source: 0000277135-26-000081 · wk-form4_1788298715.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,365 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:11 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 11 | $1,234.24 | $13,576.64 |
DisclosureSEC source: 0000277135-26-000060 · wk-form4_1780434657.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,355 Underlying: Common Stock · 11 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| April 29, 2026 Filed May 1, 2026 21:18 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 69 | $1,160.14 | $80,049.66 |
DisclosureSEC source: 0000277135-26-000041 · wk-form4_1777670282.xml · derivative · entry 2 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,344 Underlying: Common Stock · 69 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F3 · kind: The reporting person received deferred stock units in lieu of cash compensation for service on the board of directors. F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| April 29, 2026 Filed May 1, 2026 21:18 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0000277135-26-000041 · wk-form4_1777670282.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,275 Underlying: Common Stock · 176 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:28 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 54.482 | $249.06 | $13,569.29 |
DisclosureSEC source: 0001475922-26-000029 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,362.2757 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 19:47 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 10 | $1,144.73 | $11,447.30 |
DisclosureSEC source: 0000277135-26-000023 · wk-form4_1772567256.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,099 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 17:28 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,326 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0000021344-26-000069 · form4.xml · derivative · entry 5 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 21,326 shares Expires 2028-02-15 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. F3 · derivative.exercise_date: Options (with tax withholding right) granted on February 15, 2018 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 |
| February 27, 2026 Filed Mar 3, 2026 17:28 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 13,300 | $80.50 | $1,070,650.00 |
DisclosureSEC source: 0000021344-26-000069 · form4.xml · nonDerivative · entry 3 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,428 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 19, 2026 under the 2023-2025 performance share unit program. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 17:28 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 21,326 | $81.00 | $1,727,406.00 |
DisclosureSEC source: 0000021344-26-000069 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,728 Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 17:28 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 21,326 | $44.48 | $948,473.85 |
DisclosureSEC source: 0000021344-26-000069 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,054 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 26, 2026 Filed Feb 27, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,326 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0000021344-26-000039 · form4.xml · derivative · entry 8 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,326 Underlying: Common Stock, $.25 Par Value · 21,326 shares Expires 2028-02-15 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. F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 15, 2018 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 |
| February 26, 2026 Filed Feb 27, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 39,517 | $0.00 Strike: $80.46 | $0.00 |
DisclosureSEC source: 0000021344-26-000039 · form4.xml · derivative · entry 7 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,517 Underlying: Common Stock, $.25 Par Value · 39,517 shares Expires 2036-02-26 F3 · derivative.exercise_date: Options (with tax withholding right) granted on February 26, 2026 under The Coca-Cola Company 2024 Equity Plan. One fourth of grant becomes exercisable on each of February 26, 2027, February 29, 2028, February 28, 2029 and February 28, 2030. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 21,326 | $80.75 | $1,722,074.50 |
DisclosureSEC source: 0000021344-26-000039 · form4.xml · nonDerivative · entry 4 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,728 Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 21,326 | $44.48 | $948,473.85 |
DisclosureSEC source: 0000021344-26-000039 · form4.xml · nonDerivative · entry 3 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,054 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 25, 2026 Filed Feb 27, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $45.44 | $0.00 |
DisclosureSEC source: 0000021344-26-000039 · form4.xml · derivative · entry 6 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,681 Underlying: Common Stock, $.25 Par Value · 15,000 shares Expires 2029-02-21 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. F2 · derivative.exercise_date: 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. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 15,000 | $80.60 | $1,209,000.00 |
DisclosureSEC source: 0000021344-26-000039 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,728 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 17:04 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 15,000 | $45.44 | $681,525.00 |
DisclosureSEC source: 0000021344-26-000039 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,728 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, 2026 Filed Feb 23, 2026 18:57 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 29,859 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-26-000019 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,728 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of performance share units issued under the 2023-2025 performance share unit program. These performance share units vest on February 27, 2026. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 21:33 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 45.385 | $258.08 | $11,712.96 |
DisclosureSEC source: 0001475922-25-000040 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,307.7937 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 15:17 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $948.63 | $11,383.56 |
DisclosureSEC source: 0000277135-25-000166 · wk-form4_1764775026.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,089 Underlying: Common Stock · 12 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 20:19 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 42.551 | $274.73 | $11,690.04 |
DisclosureSEC source: 0001475922-25-000018 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,262.4087 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 20:31 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 11 | $1,013.50 | $11,148.50 |
DisclosureSEC source: 0000277135-25-000135 · wk-form4_1756931454.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,077 Underlying: Common Stock · 11 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| August 04, 2025 Filed Aug 5, 2025 19:45 UTC | COCA COLA CO KO · Entity 2806 | GiftCommon Stock, $.25 Par Value | 43,847 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-25-000063 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,869 Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 18:04 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 44.503 | $261.16 | $11,622.40 |
DisclosureSEC source: 0001127602-25-017445 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,219.8577 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:32 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 11 | $1,087.56 | $11,963.16 |
DisclosureSEC source: 0000277135-25-000104 · wk-form4_1748982711.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,066 Underlying: Common Stock · 11 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| May 14, 2025 Filed May 14, 2025 20:38 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 552 | $271.30 | $149,757.60 |
DisclosureSEC source: 0001127602-25-014310 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,175.3547 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 14, 2025; November 14, 2025; February 14, 2026; and May 14, 2026. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:46 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 60,326 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001127602-25-013881 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 60,326 shares Expires 2027-02-15 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. F3 · derivative.exercise_date: Options(with tax withholding right) granted on February 16, 2017 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 |
| May 08, 2025 Filed May 9, 2025 21:46 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 60,326 | $71.87 | $4,335,370.22 |
DisclosureSEC source: 0001127602-25-013881 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,716 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 $71.8350 to $71.91. 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 |
| May 08, 2025 Filed May 9, 2025 21:46 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 60,326 | $40.89 | $2,466,730.14 |
DisclosureSEC source: 0001127602-25-013881 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,042 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 |
| April 30, 2025 Filed May 2, 2025 22:00 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 69 | $1,012.71 | $69,876.99 |
DisclosureSEC source: 0001628280-25-021965 · wk-form4_1746223226.xml · derivative · entry 2 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,055 Underlying: Common Stock · 69 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F3 · kind: The reporting person received stock units in lieu of cash compensation for service on the board of directors. F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| April 30, 2025 Filed May 2, 2025 22:00 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-021965 · wk-form4_1746223226.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,986 Underlying: Common Stock · 178 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:57 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 39.779 | $276.70 | $11,006.85 |
DisclosureSEC source: 0001127602-25-009703 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,623.3547 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:31 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 10 | $1,021.21 | $10,212.10 |
DisclosureSEC source: 0000277135-25-000035 · wk-form4_1741134705.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,808 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 18:33 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 68,383 | $0.00 Strike: $70.98 | $0.00 |
DisclosureSEC source: 0001127602-25-007427 · form4.xml · derivative · entry 3 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,383 Underlying: Common Stock, $.25 Par Value · 68,383 shares Expires 2035-02-27 F2 · derivative.exercise_date: Options (with tax withholding right) granted on February 27, 2025 under The Coca-Cola Company 2024 Equity Plan. One fourth of grant becomes exercisable on each of February 27, 2026, February 26, 2027, February 29, 2028, and February 28, 2029. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 18:22 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 12,914 | $70.07 | $904,883.98 |
DisclosureSEC source: 0001127602-25-006319 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,716 F2 · shares: Represents shares withheld to satisfy tax liabilities upon the release of performance share units issued on February 20, 2025 under the 2022-2024 performance share unit program. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 18:22 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 33,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006319 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,630 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon the release of performance share units issued under the 2022-2024 performance share unit program. Read SEC document |
| December 12, 2024 Filed Dec 12, 2024 21:19 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 33.571 | $282.83 | $9,494.89 |
DisclosureSEC source: 0001127602-24-029266 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,583.5757 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| December 01, 2024 Filed Dec 4, 2024 01:29 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 8 | $1,205.34 | $9,642.72 |
DisclosureSEC source: 0000277135-24-000205 · wk-form4_1733275782.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,798 Underlying: Common Stock · 8 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 20:40 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 37.8951 | $249.66 | $9,460.89 |
DisclosureSEC source: 0001127602-24-023910 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,550.0047 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| September 01, 2024 Filed Sep 5, 2024 01:42 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 10 | $984.92 | $9,849.20 |
DisclosureSEC source: 0000277135-24-000154 · wk-form4_1725500217.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,790 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 17:27 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 35,382 | $0.00 Strike: $43.52 | $0.00 |
DisclosureSEC source: 0001127602-24-021929 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 35,382 shares Expires 2026-02-17 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: Options (with tax withholding right) granted on February 18, 2016 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 08, 2024 Filed Aug 9, 2024 17:27 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 35,382 | $68.62 | $2,427,983.60 |
DisclosureSEC source: 0001127602-24-021929 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,107 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 $68.6150 to $68.6250. 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 08, 2024 Filed Aug 9, 2024 17:27 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 35,382 | $43.52 | $1,539,647.73 |
DisclosureSEC source: 0001127602-24-021929 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,489 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 12, 2024 Filed Jun 13, 2024 21:16 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 35.5716 | $220.89 | $7,857.41 |
DisclosureSEC source: 0001127602-24-018588 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,512.1096 F1 · shares: Represents dividends paid on phantom stock that were reinvested automatically in additional shares of phantom stock in accordance with the terms of the Non-Employee Directors' Deferred Compensation Plan. Phantom stock is convertible into common stock on a one-for-one basis in accordance with the terms of such plan. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 23:47 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 10 | $921.46 | $9,214.60 |
DisclosureSEC source: 0000277135-24-000113 · wk-form4_1717544861.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,780 Underlying: Common Stock · 10 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. Read SEC document |
| May 08, 2024 Filed May 8, 2024 20:30 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 684 | $219.21 | $149,939.64 |
DisclosureSEC source: 0001127602-24-014614 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,476.538 F1 · shares: Each RSU is granted under the Issuer's 2020 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · shares: RSUs vest 25% on each of August 8, 2024; November 8, 2024; February 8, 2025; and May 8, 2025. Read SEC document |
| May 06, 2024 Filed May 7, 2024 19:30 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 57,298 | $0.00 Strike: $41.89 | $0.00 |
DisclosureSEC source: 0001127602-24-014411 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 57,298 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. F3 · 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 |
| May 06, 2024 Filed May 7, 2024 19:30 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 57,298 | $61.99 | $3,551,977.51 |
DisclosureSEC source: 0001127602-24-014411 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,107 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 $61.955 to $62.11. 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 |
| May 06, 2024 Filed May 7, 2024 19:30 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 57,298 | $41.89 | $2,399,926.73 |
DisclosureSEC source: 0001127602-24-014411 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,405 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 |
| April 24, 2024 Filed Apr 27, 2024 00:01 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 61 | $955.79 | $58,303.19 |
DisclosureSEC source: 0000277135-24-000075 · wk-form4_1714176048.xml · derivative · entry 2 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,770 Underlying: Common Stock · 61 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F3 · kind: The reporting person received stock units in lieu of cash compensation for service on the board of directors. F2 · derivative.exercise_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. F2 · derivative.expiration_date: The deferred stock units are expected to settle in shares of common stock on a one-for-one basis following end of service as a director. 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.