Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloomin' Brands, Inc.BLMN · Entity 5085 | Director | April 22, 2026 | April 24, 2026 |
| COCA COLA COKO · Entity 2806 | Senior Vice President | February 21, 2020 | February 25, 2020 |
| Monster Beverage CorpMNST · Entity 2931 | Director | May 13, 2026 | May 15, 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.
Bloomin' Brands, Inc.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,156 |
Reported balance
After 2026-04-22 transaction · row 1
1 source rowRow 1 · 2026-04-22 · Exercise / conversion · Acquired 19,746 · Balance 23,156 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 23,485 |
Reported balance
After 2026-04-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-22 · Grant · Acquired 23,485 · Balance 23,485 F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F2: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027. F3: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-22 · Exercise / conversion · Disposed 19,746 · Balance 0 F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F4: These RSUs, in the original grant amount of 19,746, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026. F3: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
F2: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027.
F3: This field is not applicable.
F4: These RSUs, in the original grant amount of 19,746, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026.
COCA COLA CO
Report date February 21, 2020 · Filed February 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 75,434 |
Reported balance
After 2020-02-21 transaction · row 1
1 source rowRow 1 · 2020-02-21 · Tax withholding · Disposed 12,568 · Balance 75,434 F1: 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. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 3,207 |
Reported balance
Holding disclosure · report date 2020-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,207 F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 20, 2020. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 4,771 |
Reported balance
Holding disclosure · report date 2020-02-21 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,771 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 20, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 20, 2020.
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 20, 2020.
Monster Beverage Corp
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,826 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Exercise / conversion · Acquired 2,748 · Balance 16,826 F1: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-13 · Exercise / conversion · Disposed 2,748 · Balance 0 F1: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock. F2: Not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,039 |
Reported balance
After 2026-05-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-14 · Grant · Acquired 2,039 · Balance 2,039 F3: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. F4: The restricted stock units vest with respect to 100% of such restricted stock units on the last business day prior to the Company's 2027 annual stockholder meeting, provided that the reporting person continues as a director of the Company through such date. F2: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock.
F2: Not applicable.
F3: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date.
F4: The restricted stock units vest with respect to 100% of such restricted stock units on the last business day prior to the Company's 2027 annual stockholder meeting, provided that the reporting person continues as a director of the Company through such date.
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 |
|---|---|---|---|---|---|---|
| October 24, 2018 Filed Oct 25, 2018 19:31 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,754 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001127602-18-030946 · form4.xml · derivative · entry 4 DINKINS JAMES L · CIK 0001137617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 8,754 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 |
| October 24, 2018 Filed Oct 25, 2018 19:31 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 8,754 | $46.95 | $411,000.30 |
DisclosureSEC source: 0001127602-18-030946 · form4.xml · nonDerivative · entry 2 DINKINS JAMES L · CIK 0001137617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 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 13, 2018. Read SEC document |
| October 24, 2018 Filed Oct 25, 2018 19:31 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 8,754 | $34.35 | $300,721.79 |
DisclosureSEC source: 0001127602-18-030946 · form4.xml · nonDerivative · entry 1 DINKINS JAMES L · CIK 0001137617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,354 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 16, 2018 Filed Feb 20, 2018 20:23 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 1,974 | $45.18 | $89,185.32 |
DisclosureSEC source: 0001127602-18-007088 · form4.xml · nonDerivative · entry 2 DINKINS JAMES L · CIK 0001137617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 F2 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 16, 2017 under the 2014-2016 performance share unit program. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 20:23 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 37,531 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0001127602-18-007088 · form4.xml · derivative · entry 4 DINKINS JAMES L · CIK 0001137617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,531 Underlying: Common Stock, $.25 Par Value · 37,531 shares Expires 2028-02-15 F4 · 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 |
| February 15, 2018 Filed Feb 20, 2018 20:23 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 15,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007088 · form4.xml · nonDerivative · entry 1 DINKINS JAMES L · CIK 0001137617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,574 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 criterion underlying performance share units granted for the 2015-2017 performance period. These performance share units vest in February 2019. Read SEC document |
| February 15, 2018 Filed May 24, 2019 19:22 UTC Amendment | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 93,835 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0001127602-19-019855 · form4a.xml · derivative · entry 1 DINKINS JAMES L · CIK 0001137617 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,835 Underlying: Common Stock, $.25 Par Value · 93,835 shares Expires 2028-02-15 F1 · shares: This amended report is being filed to correct the number of shares of common stock of The Coca-Cola Company underlying the employee stock options granted to the reporting person on February 15, 2018, which number was reported incorrectly in the original report due to an inadvertent error. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.