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 |
|---|---|---|---|---|---|---|
| April 24, 2024 Filed Apr 27, 2024 00:01 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0000277135-24-000075 · wk-form4_1714176048.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,709 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 12, 2024 Filed Mar 12, 2024 20:36 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 29.732 | $246.27 | $7,322.10 |
DisclosureSEC source: 0001127602-24-009777 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,792.538 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, 2024 Filed Mar 6, 2024 00:26 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 8 | $973.46 | $7,787.68 |
DisclosureSEC source: 0000277135-24-000035 · wk-form4_1709684797.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,533 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 |
| February 28, 2024 Filed Mar 1, 2024 18:32 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 71,012 | $0.00 Strike: $60.28 | $0.00 |
DisclosureSEC source: 0001127602-24-007763 · form4.xml · derivative · entry 3 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,012 Underlying: Common Stock, $.25 Par Value · 71,012 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 15, 2024 Filed Feb 20, 2024 19:46 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 19,286 | $59.29 | $1,143,466.94 |
DisclosureSEC source: 0001127602-24-005626 · 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 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. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 19:46 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 43,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005626 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,393 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. Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 18:42 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 22,700 | $0.00 Strike: $37.21 | $0.00 |
DisclosureSEC source: 0001127602-24-002866 · form4.xml · derivative · entry 7 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 · 22,700 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: Option (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 |
| January 31, 2024 Filed Feb 1, 2024 18:42 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 22,700 | $60.13 | $1,364,951.00 |
DisclosureSEC source: 0001127602-24-002866 · form4.xml · nonDerivative · entry 4 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,383 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 24, 2023. Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 18:42 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 22,700 | $37.21 | $844,553.50 |
DisclosureSEC source: 0001127602-24-002866 · form4.xml · nonDerivative · entry 3 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,083 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 |
| January 30, 2024 Filed Feb 1, 2024 18:42 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 52,300 | $0.00 Strike: $37.21 | $0.00 |
DisclosureSEC source: 0001127602-24-002866 · form4.xml · derivative · entry 6 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,700 Underlying: Common Stock, $.25 Par Value · 52,300 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: Option (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 |
| January 30, 2024 Filed Feb 1, 2024 18:42 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 52,300 | $60.00 | $3,138,104.60 |
DisclosureSEC source: 0001127602-24-002866 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,383 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 24, 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 $60.00 to $60.01. 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 |
| January 30, 2024 Filed Feb 1, 2024 18:42 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 52,300 | $37.21 | $1,945,821.50 |
DisclosureSEC source: 0001127602-24-002866 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,683 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 |
| December 12, 2023 Filed Dec 13, 2023 21:26 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 29.765 | $212.55 | $6,326.55 |
DisclosureSEC source: 0001127602-23-029575 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,762.806 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, 2023 Filed Dec 5, 2023 23:03 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 11 | $786.19 | $8,648.09 |
DisclosureSEC source: 0000277135-23-000122 · wk-form4_1701817412.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,525 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 |
| October 26, 2023 Filed Oct 30, 2023 15:04 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,534 | $0.00 Strike: $37.21 | $0.00 |
DisclosureSEC source: 0001127602-23-026348 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock, $.25 Par Value · 20,534 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. F3 · derivative.exercise_date: Option (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 26, 2023 Filed Oct 30, 2023 15:04 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 20,534 | $56.12 | $1,152,292.10 |
DisclosureSEC source: 0001127602-23-026348 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,383 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 $56.03 to $56.1950. 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 26, 2023 Filed Oct 30, 2023 15:04 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 20,534 | $37.21 | $763,967.47 |
DisclosureSEC source: 0001127602-23-026348 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,917 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 11, 2023 Filed Sep 12, 2023 20:48 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 31.271 | $201.66 | $6,306.11 |
DisclosureSEC source: 0001127602-23-024005 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,733.041 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, 2023 Filed Sep 6, 2023 18:01 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $714.14 | $8,569.68 |
DisclosureSEC source: 0000277135-23-000075 · wk-form4_1694023269.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,514 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 |
| July 27, 2023 Filed Jul 28, 2023 17:06 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $37.21 | $0.00 |
DisclosureSEC source: 0001127602-23-021493 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,534 Underlying: Common Stock, $.25 Par Value · 50,000 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. F3 · derivative.exercise_date: Option (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 |
| July 27, 2023 Filed Jul 28, 2023 17:06 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 50,000 | $62.66 | $3,132,800.00 |
DisclosureSEC source: 0001127602-23-021493 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,383 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 $62.63 to $62.69. 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 |
| July 27, 2023 Filed Jul 28, 2023 17:06 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 50,000 | $37.21 | $1,860,250.00 |
DisclosureSEC source: 0001127602-23-021493 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,383 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, 2023 Filed Jun 12, 2023 20:23 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 32.637 | $192.57 | $6,284.91 |
DisclosureSEC source: 0001127602-23-018549 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,701.77 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, 2023 Filed Jun 2, 2023 18:40 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 13 | $649.02 | $8,437.26 |
DisclosureSEC source: 0000277135-23-000040 · wk-form4_1685731204.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,502 Underlying: Common Stock · 13 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 17, 2023 Filed May 18, 2023 20:25 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 720 | $180.46 | $129,931.20 |
DisclosureSEC source: 0001127602-23-016145 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,669.133 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 17, 2023; November 17, 2023; February 17, 2024; and May 8, 2024. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 21:34 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 74 | $671.83 | $49,715.42 |
DisclosureSEC source: 0001104659-23-053201 · tm2314126-6_4seq1.xml · derivative · entry 2 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,489 Underlying: Common Stock · 74 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 26, 2023 Filed Apr 28, 2023 21:34 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-053201 · tm2314126-6_4seq1.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,415 Underlying: Common Stock · 236 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, 2023 Filed Mar 15, 2023 20:45 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 35.709 | $162.25 | $5,793.79 |
DisclosureSEC source: 0001127602-23-010321 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,949.133 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, 2023 Filed Mar 2, 2023 20:31 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 11 | $668.43 | $7,352.73 |
DisclosureSEC source: 0001209191-23-014546 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,179 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 |
| February 27, 2023 Filed Mar 1, 2023 20:28 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 65,194 | $0.00 Strike: $60.02 | $0.00 |
DisclosureSEC source: 0001127602-23-007841 · form4.xml · derivative · entry 3 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,194 Underlying: Common Stock, $.25 Par Value · 65,194 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. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 13,733 | $59.59 | $818,349.47 |
DisclosureSEC source: 0001127602-23-006206 · form4.xml · nonDerivative · entry 3 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,383 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. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 6,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006206 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,116 F2 · shares: These shares represent common stock of The Coca-Cola Company issuable upon the release of performance share units issued under the 2021-2022 Emerging Stronger performance share unit program. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:40 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 29,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006206 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,664 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon the release of performance share units issued under the 2020-2022 performance share unit program. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:46 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 34.668 | $140.86 | $4,883.33 |
DisclosureSEC source: 0001127602-22-027566 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,913.424 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, 2022 Filed Dec 2, 2022 20:11 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $603.06 | $7,236.72 |
DisclosureSEC source: 0001209191-22-059357 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,168 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 14, 2022 Filed Sep 15, 2022 20:28 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 38.097 | $127.63 | $4,862.32 |
DisclosureSEC source: 0001127602-22-022459 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,878.756 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, 2022 Filed Sep 1, 2022 21:13 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $554.94 | $6,659.28 |
DisclosureSEC source: 0001209191-22-048277 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,156 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 |
| June 14, 2022 Filed Jun 14, 2022 20:31 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 42.344 | $114.28 | $4,839.07 |
DisclosureSEC source: 0001127602-22-017445 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,840.659 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, 2022 Filed Jun 3, 2022 13:19 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 15 | $487.07 | $7,306.05 |
DisclosureSEC source: 0001209191-22-033803 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,144 Underlying: Common Stock · 15 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 11, 2022 Filed May 11, 2022 21:01 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,090 | $119.26 | $129,993.40 |
DisclosureSEC source: 0001127602-22-014166 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,798.315 F1 · shares: Represents deferred compensation payable in common stock on a one-for-one basis in accordance with the election of the director under the Non-employee Directors' Deferred Compensation Plan. Read SEC document |
| May 05, 2022 Filed May 6, 2022 19:08 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 143,924 | $0.00 Strike: $37.61 | $0.00 |
DisclosureSEC source: 0001127602-22-013630 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 143,924 shares Expires 2023-02-20 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 21, 2013 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 |
| May 05, 2022 Filed May 6, 2022 19:08 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 143,924 | $64.78 | $9,323,799.71 |
DisclosureSEC source: 0001127602-22-013630 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,178 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 $64.54 to $64.965. 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 05, 2022 Filed May 6, 2022 19:08 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 143,924 | $37.61 | $5,412,981.64 |
DisclosureSEC source: 0001127602-22-013630 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,102 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 27, 2022 Filed Apr 29, 2022 18:39 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 423 | $492.13 | $208,170.99 |
DisclosureSEC source: 0001209191-22-026186 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,129 Underlying: Common Stock · 423 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, 2022 Filed Mar 15, 2022 20:11 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 33.396 | $126.40 | $4,221.25 |
DisclosureSEC source: 0001127602-22-009315 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,708.315 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, 2022 Filed Mar 2, 2022 16:55 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $477.06 | $5,724.72 |
DisclosureSEC source: 0001209191-22-014525 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,706 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 |
| February 17, 2022 Filed Feb 22, 2022 20:27 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 44,123 | $0.00 Strike: $61.34 | $0.00 |
DisclosureSEC source: 0001127602-22-005979 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,123 Underlying: Common Stock, $.25 Par Value · 44,123 shares Expires 2032-02-17 F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 17, 2022 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, 2022 Filed Feb 22, 2022 20:27 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 8,156 | $60.90 | $496,700.40 |
DisclosureSEC source: 0001127602-22-005979 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,178 F2 · shares: Represents shares withheld to satisfy tax liabilities upon the release of performance share units issued on February 17, 2022 under the 2019-2021 performance share unit program. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:27 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 18,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005979 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,334 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon the release of performance share units issued under the 2019-2021 performance share unit program. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:42 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,406 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-22-004280 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 25,406 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. F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 16, 2012 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.