Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Senior Vice President | March 02, 2022 | March 04, 2022 |
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 March 02, 2022 · Filed March 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 25,806 |
Reported balance
After 2022-03-02 transaction · row 1
1 source rowRow 1 · 2022-03-02 · Sale · Disposed 33,010 · Balance 25,806 F1: 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 $62.51 to $62.53. 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. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,467 |
Reported balance
Holding disclosure · report date 2022-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,467 F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of March 2, 2022. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 3,083 |
Reported balance
Holding disclosure · report date 2022-03-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,083 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 March 2, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 $62.51 to $62.53. 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: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of March 2, 2022.
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 March 2, 2022.
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 |
|---|---|---|---|---|---|---|
| March 02, 2022 Filed Mar 4, 2022 19:11 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 33,010 | $62.51 | $2,063,573.94 |
DisclosureSEC source: 0001127602-22-008217 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,806 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 $62.51 to $62.53. 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 20:40 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,669 | $0.00 Strike: $61.34 | $0.00 |
DisclosureSEC source: 0001127602-22-005989 · form4.xml · derivative · entry 4 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,669 Underlying: Common Stock, $.25 Par Value · 60,669 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 20:40 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 10,134 | $60.90 | $617,160.60 |
DisclosureSEC source: 0001127602-22-005989 · form4.xml · nonDerivative · entry 2 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,816 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 · ownership.direct: Exhibit List - Exhibit No. 24 - Power of Attorney Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 20:40 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 27,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-005989 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,950 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 |
| February 20, 2021 Filed Feb 23, 2021 20:25 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 14,141 | $50.11 | $708,605.51 |
DisclosureSEC source: 0001127602-21-007259 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,129 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 20:49 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 73,946 | $0.00 Strike: $50.44 | $0.00 |
DisclosureSEC source: 0001127602-21-006957 · form4.xml · derivative · entry 4 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,946 Underlying: Common Stock, $.25 Par Value · 73,946 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 20:49 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 3,549 | $50.13 | $177,911.37 |
DisclosureSEC source: 0001127602-21-006957 · form4.xml · nonDerivative · entry 2 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,270 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 20:49 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 11,668 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006957 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,819 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 21, 2020 Filed Feb 25, 2020 22:09 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 4,980 | $59.78 | $297,704.40 |
DisclosureSEC source: 0001127602-20-007693 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,151 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 22:01 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 63,412 | $0.00 Strike: $59.49 | $0.00 |
DisclosureSEC source: 0001127602-20-007317 · form4.xml · derivative · entry 3 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,412 Underlying: Common Stock, $.25 Par Value · 63,412 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 22:01 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 34,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-007317 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,131 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 |
| February 21, 2019 Filed Feb 25, 2019 21:48 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 70,278 | $0.00 Strike: $45.44 | $0.00 |
DisclosureSEC source: 0001127602-19-008070 · form4.xml · derivative · entry 3 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,278 Underlying: Common Stock, $.25 Par Value · 70,278 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 21:48 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 16,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008070 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,023 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 |
| February 15, 2018 Filed Feb 20, 2018 20:59 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 54,026 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0001127602-18-007152 · form4.xml · derivative · entry 3 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,026 Underlying: Common Stock, $.25 Par Value · 54,026 shares Expires 2028-02-15 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 15, 2018 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 |
| December 29, 2017 Filed Jan 3, 2018 20:36 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 794 | $45.94 | $36,473.34 |
DisclosureSEC source: 0001127602-18-000522 · form4.xml · nonDerivative · entry 1 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,584 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of a one-time award of restricted stock units issued on February 18, 2016 under The Coca-Cola Company 2014 Equity Plan. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:29 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 58,797 | $0.00 Strike: $40.89 | $0.00 |
DisclosureSEC source: 0001127602-17-007287 · form4.xml · derivative · entry 3 Simpson Barry · CIK 0001688657 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,797 Underlying: Common Stock, $.25 Par Value · 58,797 shares Expires 2027-02-15 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2017 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.