Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Director | April 01, 2024 | April 03, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COCA COLA CO
Report date April 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 48,366.9063 |
Reported balance
After 2024-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-04-01 · Grant · Acquired 3,280.3018 · Balance 48,366.9063 F1: Each phantom share unit is economically equivalent to one share of Common Stock. F2: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2024 compensation, which may include voluntary deferred compensation. F3: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4: This number includes phantom share units accrued through April 1, 2024 under the Directors' Plan as a result of crediting phantom dividends. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share unit is economically equivalent to one share of Common Stock.
F2: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2024 compensation, which may include voluntary deferred compensation.
F3: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board.
F4: This number includes phantom share units accrued through April 1, 2024 under the Directors' Plan as a result of crediting phantom dividends.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 3, 2024 18:16 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,280.3018 | $60.97 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-24-012131 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,366.9063 Underlying: Common Stock, $.25 Par Value · 3,280.3018 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2024 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2024 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 18:08 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,222.6877 | $62.06 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-23-012086 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,338.3174 Underlying: Common Stock, $.25 Par Value · 3,222.6877 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2023 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through December 15, 2022 under the Directors' Plan as a result of crediting phantom dividends. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:59 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Share Units · Derivative | 3,198.9763 | $62.52 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-22-011450 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,258.7367 Underlying: Common Stock, $.25 Par Value · 3,198.9763 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2022 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2022 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:48 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 3,787.1615 | $52.81 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-21-013130 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,976.8124 Underlying: Common Stock, $.25 Par Value · 3,787.1615 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2021 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2021 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 19:00 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,680.5523 | $42.73 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-20-013006 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,152.4353 Underlying: Common Stock, $.25 Par Value · 4,680.5523 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2020 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through April 1, 2020 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:16 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,266.2116 | $46.88 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-19-014577 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,627.2895 Underlying: Common Stock, $.25 Par Value · 4,266.2116 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F3 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2019 compensation, which may include voluntary deferred compensation. F4 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F5 · balance_after: This number includes phantom share units accrued through April 1, 2019 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:04 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,586.1041 | $43.61 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-18-013252 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,475.6973 Underlying: Common Stock, $.25 Par Value · 4,586.1041 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2018 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through December 15, 2017 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:25 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,701.4575 | $42.54 Strike: $0.00 | $200,000.00 |
DisclosureSEC source: 0001127602-17-013920 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,405.9423 Underlying: Common Stock, $.25 Par Value · 4,701.4575 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2017 compensation, which may include voluntary deferred compensation. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F4 · balance_after: This number includes phantom share units accrued through December 15, 2016 under the Directors' Plan as result of crediting phantom dividends. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 18:55 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,372.7671 | $46.49 Strike: $0.00 | $203,289.94 |
DisclosureSEC source: 0001127602-16-048766 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,470.6141 Underlying: Common Stock, $.25 Par Value · 4,372.7671 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Consists of 4,302.0004 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2016 compensation, which may include voluntary deferred compensation, and 70.7667 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. Read SEC document |
| December 15, 2015 Filed Dec 17, 2015 19:24 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 38.8251 | $43.00 Strike: $0.00 | $1,669.48 |
DisclosureSEC source: 0001127602-15-034401 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,097.847 Underlying: Common Stock, $.25 Par Value · 38.8251 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. Read SEC document |
| October 01, 2015 Filed Oct 5, 2015 18:20 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 41.3544 | $40.04 Strike: $0.00 | $1,655.83 |
DisclosureSEC source: 0001127602-15-028576 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,059.0219 Underlying: Common Stock, $.25 Par Value · 41.3544 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. Read SEC document |
| July 01, 2015 Filed Jul 6, 2015 22:26 UTC | COCA COLA CO ko · Entity 2806 | GrantPhantom Stock Units · Derivative | 41.6352 | $39.44 Strike: $0.00 | $1,642.09 |
DisclosureSEC source: 0000021344-15-000016 · primary_doc.xml · derivative · entry 1 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,017.6675 Underlying: Common Stock, $.25 Par Value · 41.6352 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Phantom share units accrued under The Coca-Cola Company Directors' Plan (the "Directors' Plan") as a result of crediting phantom dividends. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 15:56 UTC | COCA COLA CO KO · Entity 2806 | GrantPhantom Stock Units · Derivative | 4,976.0323 | $40.52 Strike: $0.00 | $201,628.83 |
DisclosureSEC source: 0001127602-15-013841 · form4.xml · derivative · entry 2 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,976.0323 Underlying: Common Stock, $.25 Par Value · 4,976.0323 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share unit is economically equivalent to one share of Common Stock. F2 · shares: Consists of 4,935.8342 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2015 compensation, which may include voluntary deferred compensation, and 40.1981 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F3 · derivative.exercise_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. Read SEC document |
| February 24, 2015 Filed Feb 26, 2015 20:08 UTC | COCA COLA CO KO · Entity 2806 | PurchaseCommon Stock, $.25 Par Value | 10,000 | $42.09 | $420,949.00 |
DisclosureSEC source: 0001127602-15-008557 · form4.xml · nonDerivative · entry 1 BOLLAND MARC J · CIK 0001299262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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.