Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Senior Executive | February 16, 2023 | February 21, 2023 |
| EVERTEC, Inc.EVTC · Entity 4599 | Director | June 12, 2026 | June 12, 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 16, 2023 · Filed February 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 220,429 |
Ending reported balance
After 2023-02-16 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-02-16 · Grant · Acquired 141,528 · Balance 257,696 F1: 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. Row 2 · 2023-02-16 · Grant · Acquired 48,386 · Balance 306,082 F2: 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. Row 3 · 2023-02-16 · Tax withholding · Disposed 85,653 · Balance 220,429 F3: 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. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 41,539 |
Reported balance
Holding disclosure · report date 2023-02-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 41,539 F4: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 16, 2023. |
| Hypothetical SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Supplemental 401(k) Plan | 22,589 |
Reported balance
Holding disclosure · report date 2023-02-16 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 22,589 F5: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. F6: There is no data applicable with respect to the hypothetical shares. F7: As of February 16, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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.
F4: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 16, 2023.
F5: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
F6: There is no data applicable with respect to the hypothetical shares.
F7: As of February 16, 2023.
EVERTEC, Inc.
Report date June 12, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 88,222 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Purchase · Acquired 16,202 · Balance 88,222 |
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 |
|---|---|---|---|---|---|---|
| June 12, 2026 Filed Jun 12, 2026 20:34 UTC | EVERTEC, Inc. EVTC · Entity 4599 | PurchaseCommon Stock | 16,202 | $26.42 | $427,998.51 |
DisclosureSEC source: 0001564882-26-000002 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,222 Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:25 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 10,344 | $24.65 | $254,979.60 |
DisclosureSEC source: 0001564882-26-000001 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,020 F1 · shares: Reports a grant of restricted stock units which will vest on May 31, 2027. Read SEC document |
| May 22, 2025 Filed Jun 4, 2025 20:03 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 6,339 | $37.07 | $234,986.73 |
DisclosureSEC source: 0001562180-25-004423 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,676 F1 · shares: Reports a grant of restricted stock units which will vest on May 31, 2026. Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 20:25 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 88 | $34.97 | $3,077.36 |
DisclosureSEC source: 0001562180-24-004848 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,337 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on June 1, 2023. Read SEC document |
| May 23, 2024 Filed Jun 3, 2024 21:26 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 6,704 | $35.05 | $234,975.20 |
DisclosureSEC source: 0001562180-24-004586 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,425 F1 · kind: Reports a grant on May 23, 2024 of 6,704 restricted stock units which will vest on May 31, 2025. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 21:11 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 6,219 | $34.97 | $217,478.43 |
DisclosureSEC source: 0001562180-23-004825 · primarydocument.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,721 F2 · shares: Reports a grant on June 1, 2023 of 6,219 restricted stock units which will vest on May 31, 2024. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:11 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 344 | $34.48 | $11,861.12 |
DisclosureSEC source: 0001562180-23-004825 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,502 F1 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on June 1, 2022. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:58 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 85,653 | $59.59 | $5,104,062.27 |
DisclosureSEC source: 0001127602-23-006226 · form4.xml · nonDerivative · entry 3 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,429 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 21:58 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 48,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006226 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,082 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 21:58 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 141,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-006226 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,696 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 |
| January 17, 2023 Filed Jan 19, 2023 20:01 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 126,972 | $0.00 Strike: $37.61 | $0.00 |
DisclosureSEC source: 0001127602-23-001774 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 126,972 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. F4 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2013 under The Coca-Cola Company 1999 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 17, 2023 Filed Jan 19, 2023 20:01 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 126,972 | $62.07 | $7,881,317.10 |
DisclosureSEC source: 0001127602-23-001774 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,168 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 1, 2022. 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 $62.25. 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 17, 2023 Filed Jan 19, 2023 20:01 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 126,972 | $37.61 | $4,775,416.92 |
DisclosureSEC source: 0001127602-23-001774 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,140 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 16, 2022 Filed Dec 20, 2022 18:00 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 94,200 | $0.00 Strike: $37.61 | $0.00 |
DisclosureSEC source: 0001127602-22-027945 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,972 Underlying: Common Stock, $.25 Par Value · 94,200 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. F4 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2013 under The Coca-Cola Company 1999 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 16, 2022 Filed Dec 20, 2022 18:00 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 94,200 | $63.02 | $5,936,408.64 |
DisclosureSEC source: 0001127602-22-027945 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,168 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 1, 2022. 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 $63.00 to $63.07. 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 16, 2022 Filed Dec 20, 2022 18:00 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 94,200 | $37.61 | $3,542,862.00 |
DisclosureSEC source: 0001127602-22-027945 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Senior Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,368 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 02, 2022 Filed Jun 3, 2022 20:39 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 56 | $37.94 | $2,124.64 |
DisclosureSEC source: 0001562180-22-004798 · primarydocument.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,846 F2 · shares: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock units granted on June 1, 2021. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:39 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 5,738 | $37.90 | $217,470.20 |
DisclosureSEC source: 0001562180-22-004798 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,902 F1 · shares: Reports a grant on June 1, 2022 of 5,738 restricted stock units which will vest on May 31, 2023. Read SEC document |
| April 25, 2022 Filed Apr 27, 2022 18:40 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 35,800 | $0.00 Strike: $37.61 | $0.00 |
DisclosureSEC source: 0001127602-22-012567 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,172 Underlying: Common Stock, $.25 Par Value · 35,800 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. F4 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2013 under The Coca-Cola Company 1999 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 |
| April 25, 2022 Filed Apr 27, 2022 18:40 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 35,800 | $67.04 | $2,400,096.44 |
DisclosureSEC source: 0001127602-22-012567 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,168 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 1, 2022. 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 $67.00 to $67.11. 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 |
| April 25, 2022 Filed Apr 27, 2022 18:40 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 35,800 | $37.61 | $1,346,438.00 |
DisclosureSEC source: 0001127602-22-012567 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,968 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 |
| February 23, 2022 Filed Feb 25, 2022 20:01 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 48,292 | $61.66 | $2,977,824.77 |
DisclosureSEC source: 0001127602-22-006750 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,168 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 $61.62 to $61.73. 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 17, 2022 Filed Feb 22, 2022 20:43 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 248,143 | $0.00 Strike: $61.34 | $0.00 |
DisclosureSEC source: 0001127602-22-005991 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,143 Underlying: Common Stock, $.25 Par Value · 248,143 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 20:43 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 35,173 | $60.90 | $2,142,035.70 |
DisclosureSEC source: 0001127602-22-005991 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,460 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. F3 · balance_after: Includes 1 share acquired under a dividend reinvestment plan. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:43 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 83,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005991 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,633 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 |
| November 05, 2021 Filed Nov 9, 2021 20:18 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 37,000 | $56.64 | $2,095,731.80 |
DisclosureSEC source: 0001127602-21-028684 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,167 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 $56.64 to $56.651. 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. F2 · balance_after: Includes 8,938 shares acquired under a dividend reinvestment plan. F3 · ownership.direct: Exhibit Index - Exhibit No. 24 - Power of Attorney Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 19:03 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 10,000 | $55.65 | $556,505.00 |
DisclosureSEC source: 0001127602-21-024573 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,229 Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 22:06 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 4,762 | $43.57 | $207,480.34 |
DisclosureSEC source: 0001562180-21-004037 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,164 F1 · shares: Reports a grant on June 1, 2021 of 4,762 restricted stock units which will vest on May 31, 2022. Read SEC document |
| February 20, 2021 Filed Feb 23, 2021 20:28 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 34,723 | $50.11 | $1,739,969.53 |
DisclosureSEC source: 0001127602-21-007262 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,229 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 20:16 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 201,672 | $0.00 Strike: $50.44 | $0.00 |
DisclosureSEC source: 0001127602-21-006935 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,672 Underlying: Common Stock, $.25 Par Value · 201,672 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 20:16 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 9,576 | $50.13 | $480,044.88 |
DisclosureSEC source: 0001127602-21-006935 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,952 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 20:16 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 27,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006935 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,528 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 |
| June 02, 2020 Filed Jun 3, 2020 21:07 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004179 · primarydocument.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,402 F2 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock granted on May 30, 2019. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:07 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 4,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004179 · primarydocument.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,555 F1 · price: Reports a grant on June 1, 2020 of 4,258 restricted stock units which will vest on May 31, 2021. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:14 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 20,629 | $59.78 | $1,233,201.62 |
DisclosureSEC source: 0001127602-20-007699 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,662 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 22:05 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 176,964 | $0.00 Strike: $59.49 | $0.00 |
DisclosureSEC source: 0001127602-20-007321 · form4.xml · derivative · entry 3 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,964 Underlying: Common Stock, $.25 Par Value · 176,964 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 22:05 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 76,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007321 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,291 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 |
| January 30, 2020 Filed Feb 3, 2020 20:25 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 32,808 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-20-003084 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 32,808 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. F3 · derivative.exercise_date: Option (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 30, 2020 Filed Feb 3, 2020 20:25 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 32,808 | $58.00 | $1,902,864.00 |
DisclosureSEC source: 0001127602-20-003084 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,302 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 August 5, 2019. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 20:25 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 32,808 | $34.35 | $1,127,036.82 |
DisclosureSEC source: 0001127602-20-003084 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,110 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, 2020 Filed Jan 15, 2020 20:57 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: 0001127602-20-001649 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,808 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. F3 · derivative.exercise_date: Option (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, 2020 Filed Jan 15, 2020 20:57 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 25,000 | $56.00 | $1,400,000.00 |
DisclosureSEC source: 0001127602-20-001649 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,302 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 August 5, 2019. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 20:57 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 25,000 | $34.35 | $858,812.50 |
DisclosureSEC source: 0001127602-20-001649 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,302 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 09, 2019 Filed Sep 10, 2019 20:05 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-19-028105 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,808 Underlying: Common Stock, $.25 Par Value · 60,000 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: Option (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 |
| September 09, 2019 Filed Sep 10, 2019 20:05 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 60,000 | $54.87 | $3,292,128.00 |
DisclosureSEC source: 0001127602-19-028105 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,302 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 August 5, 2019. 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 $54.64 and $55.03. 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 |
| September 09, 2019 Filed Sep 10, 2019 20:05 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 60,000 | $34.35 | $2,061,150.00 |
DisclosureSEC source: 0001127602-19-028105 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,302 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 |
| May 31, 2019 Filed Jun 3, 2019 23:19 UTC | EVERTEC, Inc. EVTC · Entity 4599 | Tax withholdingCommon Stock | 323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000064 · primary_doc.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,297 F2 · price: Reflects shares of common stock withheld by the Issuer to pay the tax liability of the Reporting Person in connection with the vesting of restricted stock granted in May 24, 2018. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 23:19 UTC | EVERTEC, Inc. EVTC · Entity 4599 | GrantCommon Stock | 3,827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001559865-19-000064 · primary_doc.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,620 F1 · price: Reports a grant on May 30, 2019 of 3,827 shares of restricted stock which will vest on May 31, 2020. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:54 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 210,835 | $0.00 Strike: $45.44 | $0.00 |
DisclosureSEC source: 0001127602-19-008073 · form4.xml · derivative · entry 3 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,835 Underlying: Common Stock, $.25 Par Value · 210,835 shares Expires 2029-02-21 F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2019 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 21, 2019 Filed Feb 25, 2019 21:54 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 45,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008073 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,302 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 2016-2018 performance period. These performance share units vest in February 2020. 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.