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 |
|---|---|---|---|---|---|---|
| November 11, 2013 Filed Nov 13, 2013 19:49 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001127602-13-031463 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,414 Underlying: Common Stock, $.25 Par Value · 50,000 shares Expires 2019-02-18 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 19, 2009 under The Coca-Cola Company 2002 Stock Option Plan. One-fourth of grant became exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| November 11, 2013 Filed Nov 13, 2013 19:49 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 50,000 | $39.82 | $1,991,225.00 |
DisclosureSEC source: 0001127602-13-031463 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,126 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 $39.77 to $39.86. 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 |
| November 11, 2013 Filed Nov 13, 2013 19:49 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 50,000 | $21.60 | $1,080,000.00 |
DisclosureSEC source: 0001127602-13-031463 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,126 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 07, 2013 Filed May 9, 2013 19:32 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 149,268 | $0.00 Strike: $29.07 | $0.00 |
DisclosureSEC source: 0001127602-13-016257 · form4.xml · derivative · entry 4 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 149,268 shares Expires 2018-02-20 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. F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2008 under The Coca-Cola Company 1999 Stock Option Plan. One-fourth of grant became exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| May 07, 2013 Filed May 9, 2013 19:32 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 149,268 | $42.25 | $6,306,244.61 |
DisclosureSEC source: 0001127602-13-016257 · form4.xml · nonDerivative · entry 2 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,126 F1 · kind: 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 $42.21 to $42.30. 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 |
| May 07, 2013 Filed May 9, 2013 19:32 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 149,268 | $29.07 | $4,339,593.93 |
DisclosureSEC source: 0001127602-13-016257 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,394 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 21, 2013 Filed Feb 25, 2013 22:29 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 256,972 | $0.00 Strike: $37.61 | $0.00 |
DisclosureSEC source: 0001127602-13-007848 · form4.xml · derivative · entry 3 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,972 Underlying: Common Stock, $.25 Par Value · 256,972 shares Expires 2023-02-20 F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2013 under The Coca-Cola Company 2008 Stock Option 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, 2013 Filed Feb 25, 2013 22:29 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 32,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-007848 · form4.xml · nonDerivative · entry 1 SMITH BRIAN JOHN · CIK 0001564882 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,126 F1 · shares: These shares represent common stock of The Coca-Cola Company issuable upon vesting of restricted stock units that were issued to the reporting person in connection with the attainment of the performance criterion underlying performance share units granted for the 2010-2012 performance period. 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.