Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Vice President & Controller | February 21, 2023 | February 23, 2023 |
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 21, 2023 · Filed February 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 5,896 |
Reported balance
After 2023-02-21 transaction · row 1
1 source rowRow 1 · 2023-02-21 · Tax withholding · Disposed 368 · Balance 5,896 F1: Represents shares withheld to satisfy tax liabilities upon the vesting and release of restricted stock units issued on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 19,637 |
Reported balance
Holding disclosure · report date 2023-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,637 F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 21, 2023. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 2,142 |
Reported balance
Holding disclosure · report date 2023-02-21 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,142 F3: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. F4: There is no data applicable with respect to the hypothetical shares. F5: As of February 21, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax liabilities upon the vesting and release of restricted stock units issued on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan.
F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 21, 2023.
F3: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
F4: There is no data applicable with respect to the hypothetical shares.
F5: As of February 21, 2023.
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 21, 2023 Filed Feb 23, 2023 20:11 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 368 | $60.12 | $22,124.16 |
DisclosureSEC source: 0001127602-23-006735 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,896 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting and release of restricted stock units issued on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:30 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 2,237 | $59.59 | $133,302.83 |
DisclosureSEC source: 0001127602-23-006198 · form4.xml · nonDerivative · entry 3 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,309 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 21:30 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 4,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006198 · form4.xml · nonDerivative · entry 2 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,546 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 21:30 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 2,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006198 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,110 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 15, 2022 Filed Feb 23, 2023 20:08 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 45 | $63.99 | $2,879.55 |
DisclosureSEC source: 0001127602-23-006731 · form5.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 F1 · shares: Represents shares withheld to satisfy payroll tax liabilities upon the release of restricted stock units issued on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 17:49 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 2,512 | $64.00 | $160,768.00 |
DisclosureSEC source: 0001127602-22-020121 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,370 Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 20:02 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 478 | $62.54 | $29,894.12 |
DisclosureSEC source: 0001127602-22-006541 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,882 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting and release of restricted stock units issued on February 21, 2019 under The Coca-Cola Company 2014 Equity Plan. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:18 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 19,304 | $0.00 Strike: $61.34 | $0.00 |
DisclosureSEC source: 0001127602-22-005973 · form4.xml · derivative · entry 4 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,304 Underlying: Common Stock, $.25 Par Value · 19,304 shares Expires 2032-02-17 F5 · 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 20:18 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 701 | $60.90 | $42,690.90 |
DisclosureSEC source: 0001127602-22-005973 · form4.xml · nonDerivative · entry 2 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,360 F2 · shares: Represents shares withheld to satisfy tax liabilities upon the release of performance share units issued on February 17, 2022 under 2019-2021 performance share unit program. F3 · ownership.direct: Exhibit List - Exhibit No. 24 - Power of Attorney Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:18 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005973 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,061 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 |
| April 21, 2021 Filed Apr 23, 2021 19:08 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 7,263 | $54.30 | $394,380.90 |
DisclosureSEC source: 0001127602-21-014329 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,961 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 18, 2021. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 19:13 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 501 | $50.46 | $25,280.46 |
DisclosureSEC source: 0001127602-21-011804 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,224 Read SEC document |
| February 20, 2021 Filed Feb 23, 2021 20:11 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 1,535 | $50.11 | $76,918.85 |
DisclosureSEC source: 0001127602-21-007239 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,725 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 20:28 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 18,487 | $0.00 Strike: $50.44 | $0.00 |
DisclosureSEC source: 0001127602-21-006947 · form4.xml · derivative · entry 4 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,487 Underlying: Common Stock, $.25 Par Value · 18,487 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 became 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 20:28 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 216 | $50.13 | $10,828.08 |
DisclosureSEC source: 0001127602-21-006947 · form4.xml · nonDerivative · entry 2 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,260 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 20:28 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006947 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,476 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 21:01 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 429 | $50.69 | $21,746.01 |
DisclosureSEC source: 0001127602-21-006473 · form4.xml · nonDerivative · entry 1 LOVELESS KATHY · CIK 0001805253 · Vice President & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,759 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting and release of restricted stock units issued on February 15, 2018 under The Coca-Cola Company 2014 Equity 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.