Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BEYOND MEAT, INC.BYND · Entity 6266 | Director | May 20, 2026 | May 22, 2026 |
| COCA COLA COKO · Entity 2806 | Executive VP, CFO | February 21, 2019 | February 25, 2019 |
| DELTA AIR LINES, INC.DAL · Entity 3029 | Director | June 18, 2026 | June 22, 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.
BEYOND MEAT, INC.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 181,008 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 152,555 · Balance 181,008 F1: Restricted stock units ("RSU") granted under the 2018 Equity Incentive Plan (the "Plan") on May 20, 2026. The RSU award vests on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the day prior to the first annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service through the vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). The Reporting Person has elected to defer the receipt of the shares underlying the RSUs upon vesting of the RSUs in accordance with a deferral election provided by the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSU") granted under the 2018 Equity Incentive Plan (the "Plan") on May 20, 2026. The RSU award vests on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the day prior to the first annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service through the vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). The Reporting Person has elected to defer the receipt of the shares underlying the RSUs upon vesting of the RSUs in accordance with a deferral election provided by the Company.
COCA COLA CO
Report date February 21, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 227,688 |
Reported balance
After 2019-02-21 transaction · row 1
1 source rowRow 1 · 2019-02-21 · Grant · Acquired 85,869 · Balance 227,688 F1: 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. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 17,501 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,501 F2: Shares credited to my account under The Coca-Cola Company 401(k) Plan, as of February 20, 2019. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 10,031 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,031 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, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares credited to my account under The Coca-Cola Company 401(k) Plan, as of February 20, 2019.
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, 2019.
DELTA AIR LINES, INC.
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,500 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 2,380 · Balance 48,500 F1: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2026. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). |
Filing footnotes · ownership attribution and instrument terms
F1: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2026. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1).
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cadence Bancorporation
Report date October 29, 2021 · Filed October 29, 2021
Section 16 reporting ended · disclosed 2021-10-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 1
1 source rowRow 1 · 2021-10-29 · Disposition to issuer · Disposed 99,920 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("Cadence"), dated April 12, 2021 and amended as of May of 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of the BXS's common stock par value $2.50 per share ("the Exchange Ratio"), subject to cash in lieu of fractional shares. The opening price of the BXS's common stock on the New York Stock Exchange on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("Cadence"), dated April 12, 2021 and amended as of May of 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of the BXS's common stock par value $2.50 per share ("the Exchange Ratio"), subject to cash in lieu of fractional shares. The opening price of the BXS's common stock on the New York Stock Exchange on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence common stock.
Monster Beverage Corp
Report date June 05, 2019 · Filed June 07, 2019
Section 16 reporting ended · disclosed 2019-06-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-06-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-06-05 · Exercise / conversion · Disposed 3,123 · Balance 0 F2: 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 and the Reporting Person has elected to defer the same, see footnote 5 below. F3: Not applicable. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,872 |
Reported balance
After 2019-06-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-06-05 · Grant · Acquired 3,123 · Balance 6,872 F4: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F5: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F2: 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 and the Reporting Person has elected to defer the same, see footnote 5 below. F6: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. |
| Common StockSEC Table I · non-derivative | Direct | 6,153 |
Reported balance
Holding disclosure · report date 2019-06-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,153 F1: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
Filing footnotes · ownership attribution and instrument terms
F1: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
F2: 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 and the Reporting Person has elected to defer the same, see footnote 5 below.
F3: Not applicable.
F4: Each Deferred Stock Unit is economically equivalent to one share of Common Stock.
F5: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation.
F6: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan.
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 18, 2026 Filed Jun 22, 2026 20:45 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 2,380 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-26-005037 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,500 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2026. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2026. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). Read SEC document |
| May 20, 2026 Filed May 22, 2026 23:45 UTC | BEYOND MEAT, INC. BYND · Entity 6266 | GrantCommon Stock | 152,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001469388-26-000002 · wk-form4_1779493499.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,008 F1 · shares: Restricted stock units ("RSU") granted under the 2018 Equity Incentive Plan (the "Plan") on May 20, 2026. The RSU award vests on the earlier to occur of (i) the one-year anniversary of the grant date, and (ii) the day prior to the first annual meeting of stockholders following the grant date, in each case, subject to the Reporting Person's continued service through the vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). The Reporting Person has elected to defer the receipt of the shares underlying the RSUs upon vesting of the RSUs in accordance with a deferral election provided by the Company. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 20:30 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 4,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-25-004703 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,120 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 19, 2025. Because June 19, 2025 was a federal holiday, the grant date for the restricted stock award is deemed to be the next trading day (Friday, June 20, 2025) in accordance with Delta's Equity Award Grant Policy. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 19, 2025. Because June 19, 2025 was a federal holiday, the grant date for the restricted stock award is deemed to be the next trading day (Friday, June 20, 2025) in accordance with Delta's Equity Award Grant Policy. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). Read SEC document |
| June 20, 2024 Filed Jun 21, 2024 20:30 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 4,040 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-24-004410 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,880 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 20, 2024. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $200,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 20, 2024. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). Read SEC document |
| May 23, 2024 Filed May 24, 2024 22:44 UTC | BEYOND MEAT, INC. BYND · Entity 6266 | GrantCommon Stock | 14,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001655210-24-000164 · wk-form4_1716590646.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,453 F1 · shares: Restricted stock units ("RSU") granted under the Equity Incentive Plan (the "Plan") on May 23, 2024. The RSU award vests in equal monthly installments over the 12-month period following the grant date, subject to the Reporting Person's continued service through each vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:15 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 4,440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-23-004289 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,840 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $190,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 15, 2023. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $190,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 15, 2023. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). Read SEC document |
| May 24, 2023 Filed May 27, 2023 00:18 UTC | BEYOND MEAT, INC. BYND · Entity 6266 | GrantCommon Stock | 8,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001655210-23-000136 · wk-form4_1685146706.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,558 F1 · shares: Restricted stock units ("RSU") granted under the 2018 Equity Incentive Plan ("Plan") on May 24, 2023. The RSU award vests in equal monthly installments over the 12-month period following the grant date, subject to the Reporting Person's continued service through each vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:35 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 6,430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-22-004471 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,400 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $190,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 16, 2022. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $190,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 16, 2022. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). Read SEC document |
| May 24, 2022 Filed May 26, 2022 22:18 UTC | BEYOND MEAT, INC. BYND · Entity 6266 | GrantCommon Stock | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001655210-22-000120 · wf-form4_165360347768540.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,330 F1 · shares: Restricted stock units ("RSU") granted under the 2018 Equity Incentive Plan ("Plan") on May 24, 2022. The RSU award vests in equal monthly installments over the 12-month period following the grant date, subject to the Reporting Person's continued service through each vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 21:39 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share | 99,920 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000071 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in connection with the Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("Cadence"), dated April 12, 2021 and amended as of May of 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of the BXS's common stock par value $2.50 per share ("the Exchange Ratio"), subject to cash in lieu of fractional shares. The opening price of the BXS's common stock on the New York Stock Exchange on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence common stock. Read SEC document |
| September 20, 2021 Filed Sep 21, 2021 20:00 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 738 | $21.17 | $15,623.46 |
DisclosureSEC source: 0001702696-21-000058 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,920 F1 · shares: Director fees paid in stock. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 22:05 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 3,930 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-21-002660 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,970 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 17, 2021. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award valued at $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 17, 2021. The shares were acquired in a transaction exempt under Rule 16b-3(d)(1). Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 20:22 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 716 | $21.81 | $15,615.96 |
DisclosureSEC source: 0001702696-21-000045 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,182 F1 · shares: Director fees paid in stock. Read SEC document |
| May 19, 2021 Filed May 21, 2021 22:09 UTC | BEYOND MEAT, INC. BYND · Entity 6266 | GrantCommon Stock | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0001655210-21-000112 · wf-form4_162163497363536.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,348 F1 · shares: Restricted stock units ("RSU") granted under the 2018 Equity Incentive Plan ("Plan") on May 19, 2021. The RSU award vests in equal monthly installments over the 12-month period following the grant date, subject to the Reporting Person's continued service through each vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 19:33 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 665 | $23.47 | $15,607.55 |
DisclosureSEC source: 0001702696-21-000018 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,466 F1 · shares: Director fee paid in stock. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:58 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 1,030.36 | $15.16 | $15,620.26 |
DisclosureSEC source: 0001702696-20-000068 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,801.51 Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 20:18 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 1,738 | $8.99 | $15,619.41 |
DisclosureSEC source: 0001702696-20-000052 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,771 F1 · balance_after: Total includes dividend reinvestment purchases during 2020. Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 21:17 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 5,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-20-002035 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,040 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award of $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2020. The shares were acquired in a transaction exempt under Rule 16b-3(d). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award of $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 18, 2020. The shares were acquired in a transaction exempt under Rule 16b-3(d). Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 14:16 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 1,889 | $8.27 | $15,619.20 |
DisclosureSEC source: 0001702696-20-000044 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,928 Read SEC document |
| May 21, 2020 Filed May 27, 2020 01:14 UTC | BEYOND MEAT, INC. BYND · Entity 6266 | GrantCommon Stock | 1,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001655210-20-000141 · wf-form4_159054208280627.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506 F1 · shares: Restricted stock units ("RSU") granted under the 2018 Equity Incentive Plan ("Plan") on May 21, 2020. The RSU award vests in equal monthly installments over the 12-month period following the grant date, subject to the Reporting Person's continued service through each vesting date, and subject to accelerated vesting upon a Change in Control (as defined in the Plan). Read SEC document |
| May 04, 2020 Filed May 5, 2020 15:14 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 88,000 | $5.96 | $524,779.20 |
DisclosureSEC source: 0001702696-20-000037 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,039 F1 · price: The price represents the weighted average sale price (rounded to the nearest cent) for multiple transactions reported on this line range from $5.875 to $5.98. Upon request by the Commission staff, the issuer or a security holder of the issuer, the reporting person will undertake to provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 20:54 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 1,969 | $7.93 | $15,617.91 |
DisclosureSEC source: 0001702696-20-000020 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,039 Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:55 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 887.285 | $17.61 | $15,625.00 |
DisclosureSEC source: 0001702696-19-000059 · primary_doc.xml · nonDerivative · entry 2 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,069.4731 Read SEC document |
| December 13, 2019 Filed Dec 20, 2019 22:55 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 17.0586 | $17.02 | $290.40 |
DisclosureSEC source: 0001702696-19-000059 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,182.1881 Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 23:16 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 7.618 | $17.96 | $136.82 |
DisclosureSEC source: 0001702696-19-000046 · primary_doc.xml · nonDerivative · entry 2 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,165.1295 F1 · shares: Purchased through Dividend Reinvestment Plan. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 23:16 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 869.9889 | $17.96 | $15,625.00 |
DisclosureSEC source: 0001702696-19-000046 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,157.5115 Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 20:37 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 3,130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-19-001976 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,350 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award of $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 20, 2019. The shares were acquired in a transaction exempt under Rule 16b-3(d). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award of $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 20, 2019. The shares were acquired in a transaction exempt under Rule 16b-3(d). Read SEC document |
| June 14, 2019 Filed Jun 19, 2019 14:27 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 787.5226 | $19.84 | $15,625.00 |
DisclosureSEC source: 0001702696-19-000021 · primary_doc.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,287.5226 Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 20:11 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantDeferred Stock Units · Derivative | 3,123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-013049 · doc1.xml · derivative · entry 3 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,872 Underlying: Common Stock · 3,123 shares Expires not disclosed F4 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F5 · shares: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F2 · price: 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 and the Reporting Person has elected to defer the same, see footnote 5 below. F5 · price: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F6 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. F6 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 20:11 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionRestricted Stock Units · Derivative | 3,123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-013049 · doc1.xml · derivative · entry 2 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,123 shares Expires not disclosed 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. F2 · derivative.exercise_price: 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 and the Reporting Person has elected to defer the same, see footnote 5 below. F2 · price: 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 and the Reporting Person has elected to defer the same, see footnote 5 below. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 06, 2019 Filed May 9, 2019 01:52 UTC | BEYOND MEAT, INC. BYND · Entity 6266 | PurchaseCommon Stock | 500 | $25.00 | $12,500.00 |
DisclosureSEC source: 0001655210-19-000040 · wf-form4_155736673444103.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · balance_after: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Common Stock. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 22:27 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 85,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008125 · form4.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,688 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, 2019 Filed Feb 20, 2019 22:14 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 26,202 | $45.73 | $1,198,151.96 |
DisclosureSEC source: 0001127602-19-007243 · form4.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,819 F1 · shares: Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 15, 2018 under the 2015-2017 performance share unit program. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 20:44 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 88,400 | $0.00 Strike: $27.77 | $0.00 |
DisclosureSEC source: 0001127602-18-032997 · form4.xml · derivative · entry 4 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 88,400 shares Expires 2020-02-17 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 18, 2010 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 |
| November 12, 2018 Filed Nov 14, 2018 20:44 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 88,400 | $50.00 | $4,420,000.00 |
DisclosureSEC source: 0001127602-18-032997 · form4.xml · nonDerivative · entry 2 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,021 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 2, 2018. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 20:44 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 88,400 | $27.77 | $2,454,647.00 |
DisclosureSEC source: 0001127602-18-032997 · form4.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,421 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 |
| August 01, 2018 Filed Aug 3, 2018 18:56 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001127602-18-024559 · form4.xml · derivative · entry 7 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 20,000 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 2008 Stock Option Plan. One-fourth of grant became exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:56 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 48,230 | $0.00 Strike: $21.60 | $0.00 |
DisclosureSEC source: 0001127602-18-024559 · form4.xml · derivative · entry 6 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.25 Par Value · 48,230 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. F2 · 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 |
| August 01, 2018 Filed Aug 3, 2018 18:56 UTC | COCA COLA CO KO · Entity 2806 | GiftCommon Stock, $.25 Par Value | 4,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-024559 · form4.xml · nonDerivative · entry 4 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,021 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:56 UTC | COCA COLA CO KO · Entity 2806 | SaleCommon Stock, $.25 Par Value | 48,354 | $46.45 | $2,246,043.30 |
DisclosureSEC source: 0001127602-18-024559 · form4.xml · nonDerivative · entry 3 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,371 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:56 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 20,000 | $21.60 | $432,000.00 |
DisclosureSEC source: 0001127602-18-024559 · form4.xml · nonDerivative · entry 2 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,725 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 |
| August 01, 2018 Filed Aug 3, 2018 18:56 UTC | COCA COLA CO KO · Entity 2806 | Exercise / conversionCommon Stock, $.25 Par Value | 48,230 | $21.60 | $1,041,768.00 |
DisclosureSEC source: 0001127602-18-024559 · form4.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,725 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 28, 2018 Filed Jul 2, 2018 20:41 UTC | DELTA AIR LINES, INC. DAL · Entity 3029 | GrantCommon Stock | 3,520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001683168-18-001846 · ownership.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,220 F1 · shares: Non-employee members of Delta's Board of Directors receive an annual restricted stock award of $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 28, 2018. The shares were acquired in a transaction exempt under Rule 16b-3(d). F1 · price: Non-employee members of Delta's Board of Directors receive an annual restricted stock award of $175,000. The shares reported in this Form 4 represent the annual restricted stock award grant to the Reporting Person, as approved by the Board of Directors on June 28, 2018. The shares were acquired in a transaction exempt under Rule 16b-3(d). Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 21:45 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantRestricted Stock Units · Derivative | 3,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-027921 · doc1.xml · derivative · entry 3 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,123 Underlying: Common Stock · 3,123 shares Expires not disclosed F4 · derivative.exercise_price: 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. F5 · derivative.exercise_date: The restricted stock units vest with respect to 100% of such restricted stock units on the last business day prior to the Company's 2019 annual shareholder meeting, provided that the reporting person continues as a director of the Company through such date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:45 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantDeferred Stock Units · Derivative | 3,244 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-027921 · doc1.xml · derivative · entry 4 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,749 Underlying: Common Stock · 3,244 shares Expires not disclosed F6 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F7 · shares: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F2 · price: 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 and the Reporting Person has elected to defer the same, see footnote 7 below. F7 · price: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F8 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. F8 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:45 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionRestricted Stock Units · Derivative | 3,244 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-027921 · doc1.xml · derivative · entry 2 Waller Kathy N · CIK 0001469388 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,244 shares Expires not disclosed 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. F2 · derivative.exercise_price: 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 and the Reporting Person has elected to defer the same, see footnote 7 below. F2 · price: 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 and the Reporting Person has elected to defer the same, see footnote 7 below. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 05, 2018 Filed Mar 8, 2018 21:09 UTC | COCA COLA CO KO · Entity 2806 | GiftCommon Stock, $.25 Par Value | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010709 · form4.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,495 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:04 UTC | COCA COLA CO KO · Entity 2806 | Tax withholdingCommon Stock, $.25 Par Value | 11,092 | $45.18 | $501,136.56 |
DisclosureSEC source: 0001127602-18-007161 · form4.xml · nonDerivative · entry 2 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,795 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 21:04 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 151,061 | $0.00 Strike: $44.48 | $0.00 |
DisclosureSEC source: 0001127602-18-007161 · form4.xml · derivative · entry 4 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,061 Underlying: Common Stock, $.25 Par Value · 151,061 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 21:04 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 65,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007161 · form4.xml · nonDerivative · entry 1 Waller Kathy N · CIK 0001469388 · Executive VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,887 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.