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 |
|---|---|---|---|---|---|---|
| February 08, 2022 Filed Feb 10, 2022 21:42 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 25,406 | $62.01 | $1,575,502.28 |
DisclosureSEC source: 0001127602-22-004280 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,250 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 May 5, 2021. 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 $62.00 to $62.08. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:42 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 25,406 | $34.35 | $872,759.62 |
DisclosureSEC source: 0001127602-22-004280 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,656 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 14, 2022 Filed Jan 18, 2022 23:29 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30,100 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001552781-22-000077 · ownership.xml · derivative · entry 7 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,406 Underlying: Common Stock, $.25 Par Value · 30,100 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. F6 · 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 |
| January 14, 2022 Filed Jan 18, 2022 23:29 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 30,100 | $61.07 | $1,838,149.81 |
DisclosureSEC source: 0001552781-22-000077 · ownership.xml · nonDerivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,250 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 May 5, 2021. F3 · price: The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $61.00 to $61.130. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F4 · ownership.direct: Exhibit Index - Exhibit No. 24 - Power of Attorney Read SEC document |
| January 14, 2022 Filed Jan 18, 2022 23:29 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 30,100 | $34.35 | $1,034,010.25 |
DisclosureSEC source: 0001552781-22-000077 · ownership.xml · nonDerivative · entry 3 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,350 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 13, 2022 Filed Jan 18, 2022 23:29 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 27,900 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001552781-22-000077 · ownership.xml · derivative · entry 6 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,506 Underlying: Common Stock, $.25 Par Value · 27,900 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. F6 · 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 |
| January 13, 2022 Filed Jan 18, 2022 23:29 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 27,900 | $61.01 | $1,702,170.63 |
DisclosureSEC source: 0001552781-22-000077 · ownership.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,250 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 May 5, 2021. 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 $61.00 to $61.035. 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 13, 2022 Filed Jan 18, 2022 23:29 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 27,900 | $34.35 | $958,434.75 |
DisclosureSEC source: 0001552781-22-000077 · ownership.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,150 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 29, 2021 Filed Dec 30, 2021 16:09 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-21-032000 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,406 Underlying: Common Stock, $.25 Par Value · 25,000 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 |
| December 29, 2021 Filed Dec 30, 2021 16:09 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 25,000 | $59.04 | $1,476,110.00 |
DisclosureSEC source: 0001127602-21-032000 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,250 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 May 5, 2021. 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 $59.00 to $59.09. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 16:09 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 25,000 | $34.35 | $858,812.50 |
DisclosureSEC source: 0001127602-21-032000 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,250 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 14, 2021 Filed Dec 15, 2021 22:41 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 23.917 | $150.35 | $3,595.92 |
DisclosureSEC source: 0001127602-21-031010 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,674.919 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, 2021 Filed Dec 2, 2021 20:15 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $481.41 | $5,776.92 |
DisclosureSEC source: 0001209191-21-067531 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,694 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, 2021 Filed Sep 15, 2021 20:27 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 24.007 | $149.32 | $3,584.73 |
DisclosureSEC source: 0001127602-21-025332 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,651.002 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, 2021 Filed Sep 3, 2021 15:50 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 14 | $433.70 | $6,071.80 |
DisclosureSEC source: 0001209191-21-054643 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,682 Underlying: Common Stock · 14 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, 2021 Filed Jun 14, 2021 21:09 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 22.073 | $161.93 | $3,574.28 |
DisclosureSEC source: 0001127602-21-019809 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,626.995 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, 2021 Filed Jun 2, 2021 20:43 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 13 | $462.16 | $6,008.08 |
DisclosureSEC source: 0001209191-21-037233 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,668 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 12, 2021 Filed May 12, 2021 20:50 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 825 | $157.46 | $129,904.50 |
DisclosureSEC source: 0001127602-21-016421 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,604.922 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 11, 2021 Filed May 19, 2021 19:04 UTC | COCA COLA CO KO · Entity 2806 | GiftCommon Stock, $.25 Par Value | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-017360 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,250 Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 15:04 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 485 | $423.32 | $205,310.20 |
DisclosureSEC source: 0001209191-21-029181 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,655 Underlying: Common Stock · 485 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 15, 2021 Filed Mar 16, 2021 20:46 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 20.738 | $153.19 | $3,176.85 |
DisclosureSEC source: 0001127602-21-010825 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,779.922 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, 2021 Filed Mar 2, 2021 17:43 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 13 | $372.71 | $4,845.23 |
DisclosureSEC source: 0001209191-21-015641 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,170 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 |
| February 20, 2021 Filed Feb 23, 2021 21:19 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 15,783 | $50.11 | $790,886.13 |
DisclosureSEC source: 0001127602-21-007282 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,050 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 20, 2020 under the 2017-2019 performance share unit program. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:26 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 53,779 | $0.00 Strike: $50.44 | $0.00 |
DisclosureSEC source: 0001127602-21-006944 · form4.xml · derivative · entry 4 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,779 Underlying: Common Stock, $.25 Par Value · 53,779 shares Expires 2031-02-18 F4 · derivative.exercise_date: Options (with tax withholding right) granted on February 18, 2021 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 18, 2021 Filed Feb 22, 2021 20:26 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 3,506 | $50.13 | $175,755.78 |
DisclosureSEC source: 0001127602-21-006944 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,833 F2 · shares: Represents shares withheld to satisfy tax liabilities upon the release of performance share units issued on February 18, 2021 under the 2018-2020 performance share unit program. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:26 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 9,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006944 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,339 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon the release of performance share units issued under the 2018-2020 performance share unit program. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:29 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 42,044 | $0.00 Strike: $32.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006495 · 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 · 42,044 shares Expires 2021-02-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 17, 2011 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 |
| February 16, 2021 Filed Feb 18, 2021 21:29 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 42,044 | $50.62 | $2,128,267.28 |
DisclosureSEC source: 0001127602-21-006495 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,127 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 March 3, 2020. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:29 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 42,044 | $32.00 | $1,345,302.89 |
DisclosureSEC source: 0001127602-21-006495 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,171 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 14, 2020 Filed Dec 16, 2020 21:23 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 20.054 | $134.42 | $2,695.66 |
DisclosureSEC source: 0001127602-20-031548 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,759.184 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, 2020 Filed Dec 2, 2020 22:02 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $418.30 | $5,019.60 |
DisclosureSEC source: 0001209191-20-061208 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,157 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, 2020 Filed Sep 14, 2020 21:17 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 22.247 | $120.77 | $2,686.77 |
DisclosureSEC source: 0001127602-20-025065 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,739.13 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, 2020 Filed Sep 2, 2020 20:01 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 13 | $365.43 | $4,750.59 |
DisclosureSEC source: 0001209191-20-049094 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,145 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 |
| June 15, 2020 Filed Jun 16, 2020 20:56 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 23.402 | $114.41 | $2,677.42 |
DisclosureSEC source: 0001127602-20-019751 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,716.883 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, 2020 Filed Jun 3, 2020 12:47 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 14 | $309.62 | $4,334.68 |
DisclosureSEC source: 0001209191-20-033813 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,132 Underlying: Common Stock · 14 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 13, 2020 Filed May 13, 2020 21:17 UTC | Primerica, Inc. PRI · Entity 3587 | GrantCommon Stock | 1,256 | $103.47 | $129,958.32 |
DisclosureSEC source: 0001127602-20-016445 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,693.481 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 |
| April 29, 2020 Filed Apr 30, 2020 21:32 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 751 | $286.02 | $214,801.02 |
DisclosureSEC source: 0001209191-20-026385 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,118 Underlying: Common Stock · 751 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 16, 2020 Filed Mar 17, 2020 20:30 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 21.943 | $98.72 | $2,166.21 |
DisclosureSEC source: 0001127602-20-011079 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,437.481 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, 2020 Filed Mar 3, 2020 21:27 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $277.54 | $3,330.48 |
DisclosureSEC source: 0001209191-20-015164 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,367 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 21, 2020 Filed Feb 25, 2020 21:30 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 5,325 | $59.78 | $318,328.50 |
DisclosureSEC source: 0001127602-20-007637 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,127 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 21, 2019 under the 2016-2018 performance share unit program. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:34 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 36,867 | $0.00 Strike: $59.49 | $0.00 |
DisclosureSEC source: 0001127602-20-007244 · form4.xml · derivative · entry 3 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,867 Underlying: Common Stock, $.25 Par Value · 36,867 shares Expires 2030-02-20 F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:34 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 34,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007244 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,452 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of performance share units that were issued to the reporting person in connection with the attainment of the performance criteria underlying performance share units granted for the 2017-2019 performance period. These performance share units vest in February 2021. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 21:30 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 13.456 | $136.50 | $1,836.74 |
DisclosureSEC source: 0001127602-19-035063 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,415.538 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 |
| December 01, 2019 Filed Dec 2, 2019 21:19 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 11 | $316.95 | $3,486.45 |
DisclosureSEC source: 0001209191-19-058533 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355 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 |
| September 13, 2019 Filed Sep 13, 2019 20:26 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 14.952 | $122.50 | $1,831.62 |
DisclosureSEC source: 0001127602-19-028348 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,402.082 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, 2019 Filed Sep 4, 2019 18:33 UTC | W.W. GRAINGER, INC. GWW · Entity 2997 | GrantDeferred Stock Units · Derivative | 12 | $273.65 | $3,283.80 |
DisclosureSEC source: 0001209191-19-048126 · doc4.xml · derivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,344 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 23, 2019 Filed Jul 25, 2019 19:44 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $27.77 | $0.00 |
DisclosureSEC source: 0001127602-19-025192 · 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 · 14,000 shares Expires 2020-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 18, 2010 under The Coca-Cola Company 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 23, 2019 Filed Jul 25, 2019 19:44 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 14,000 | $53.40 | $747,600.00 |
DisclosureSEC source: 0001127602-19-025192 · form4.xml · nonDerivative · entry 2 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,457 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 March 12, 2019. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 19:44 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 14,000 | $27.77 | $388,745.00 |
DisclosureSEC source: 0001127602-19-025192 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,457 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 14, 2019 Filed Jun 17, 2019 20:19 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 14.969 | $122.02 | $1,826.52 |
DisclosureSEC source: 0001127602-19-021817 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,387.13 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.