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 |
|---|---|---|---|---|---|---|
| December 16, 2016 Filed Dec 16, 2016 21:28 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 4.939 | $70.00 | $345.73 |
DisclosureSEC source: 0001127602-16-070290 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,925.827 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 16, 2016 Filed Sep 20, 2016 18:05 UTC | Primerica, Inc. PRI · Entity 3587 | OtherCommon Stock | 6.127 | $56.25 | $344.64 |
DisclosureSEC source: 0001127602-16-062900 · form4.xml · nonDerivative · entry 1 Perez Beatriz R · CIK 0001434519 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,920.888 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.