Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Executive Vice President | December 08, 2014 | December 10, 2014 |
| Voya Financial, Inc.VOYA · Entity 3571 | Director | May 21, 2026 | May 26, 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 December 08, 2014 · Filed December 10, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 89,709 |
Ending reported balance
After 2014-12-09 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2014-12-08 · Exercise / conversion · Acquired 140,000 · Balance 229,709 Row 2 · 2014-12-08 · Exercise / conversion · Acquired 166,500 · Balance 396,209 Row 3 · 2014-12-08 · Sale · Disposed 306,500 · Balance 89,709 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 5, 2014. F2: 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 $43.35 to $43.625. 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. Row 4 · 2014-12-09 · Exercise / conversion · Acquired 75,000 · Balance 164,709 Row 5 · 2014-12-09 · Sale · Disposed 75,000 · Balance 89,709 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 5, 2014. F3: 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 $41.68 to $42.12. 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. Due to an administrative error in executing the transaction, the broker credited to the reporting person's account the difference between the weighted average sale price of the aggregate number of shares that were sold by the reporting person and $43.61 per share. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.07 · Expires 2018-02-20 | Direct | 0 |
Reported balance
After 2014-12-08 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2014-12-08 · Exercise / conversion · Disposed 140,000 · Balance 0 F7: 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.60 · Expires 2019-02-18 | Direct | 169,634 |
Reported balance
After 2014-12-08 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2014-12-08 · Exercise / conversion · Disposed 166,500 · Balance 169,634 F8: 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.60 · Expires 2019-02-18 | Direct | 94,634 |
Reported balance
After 2014-12-09 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2014-12-09 · Exercise / conversion · Disposed 75,000 · Balance 94,634 F8: 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. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Wife as Trustee | 1,392 |
Reported balance
Holding disclosure · report date 2014-12-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,392 F4: These shares are held by trusts for the benefit of the reporting person's two children. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Trust | 696 |
Reported balance
Holding disclosure · report date 2014-12-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 696 F5: These shares are held by a trust in which the reporting person is the trustee for the benefit of the reporting person's son. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 8,944 |
Reported balance
Holding disclosure · report date 2014-12-08 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 8,944 F6: Shares credited to my account under The Coca-Cola Company 401(k) Plan, as of December 5, 2014. |
| Hypothetical SharesSEC Table II · derivative / convertible security | IndirectBy Supplemental 401(k) Plan | 10,007 |
Reported balance
Holding disclosure · report date 2014-12-08 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 10,007 F9: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company. F10: There is no data applicable with respect to the hypothetical shares. F11: As of December 5, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 5, 2014.
F2: 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 $43.35 to $43.625. 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.
F3: 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 $41.68 to $42.12. 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. Due to an administrative error in executing the transaction, the broker credited to the reporting person's account the difference between the weighted average sale price of the aggregate number of shares that were sold by the reporting person and $43.61 per share.
F4: These shares are held by trusts for the benefit of the reporting person's two children.
F5: These shares are held by a trust in which the reporting person is the trustee for the benefit of the reporting person's son.
F6: Shares credited to my account under The Coca-Cola Company 401(k) Plan, as of December 5, 2014.
F7: 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.
F8: 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.
F9: Each hypothetical share is equal to one share of Common Stock of The Coca-Cola Company.
F10: There is no data applicable with respect to the hypothetical shares.
F11: As of December 5, 2014.
Voya Financial, Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,733 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 2,547 · Balance 15,733 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,160 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Exercise / conversion · Disposed 2,547 · Balance 16,160 F1: Each stock unit represents a conditional right to receive one share of the company's common stock. F2: The restricted stock units will vest based on their respective award agreements. F3: The number of derivative securities beneficially owned was amended due to a clerical error in a prior year filing. The restricted stock unit balance decreased by 110 shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,222 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Grant · Acquired 2,062 · Balance 18,222 F1: Each stock unit represents a conditional right to receive one share of the company's common stock. F4: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2027 Annual Meeting of Shareholders. F3: The number of derivative securities beneficially owned was amended due to a clerical error in a prior year filing. The restricted stock unit balance decreased by 110 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a conditional right to receive one share of the company's common stock.
F2: The restricted stock units will vest based on their respective award agreements.
F3: The number of derivative securities beneficially owned was amended due to a clerical error in a prior year filing. The restricted stock unit balance decreased by 110 shares.
F4: 100% of the restricted stock units will vest at 11:59pm Eastern Time on the date of the Company's 2027 Annual Meeting of Shareholders.
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 |
|---|---|---|---|---|---|---|
| February 17, 2011 Filed Feb 22, 2011 20:15 UTC | COCA COLA CO KO · Entity 2806 | GrantCommon Stock, $.25 Par Value | 13,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-006705 · form4.xml · nonDerivative · entry 1 TRIPODI JOSEPH V · CIK 0001269275 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,720 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 2008-2010 performance period. Read SEC document |
| February 18, 2010 Filed Feb 22, 2010 22:00 UTC | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 147,300 | $0.00 Strike: $55.54 | $0.00 |
DisclosureSEC source: 0001127602-10-005812 · form4.xml · derivative · entry 3 TRIPODI JOSEPH V · CIK 0001269275 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,300 Underlying: Common Stock, $.25 Par Value · 147,300 shares Expires 2020-02-17 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 becomes exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 19, 2009 Filed Feb 23, 2009 20:14 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 168,067 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0000021344-09-000045 · tri218.xml · derivative · entry 3 TRIPODI JOSEPH V · CIK 0001269275 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,067 Underlying: Common Stock, $.25 par value · 168,067 shares Expires 2019-02-18 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 becomes exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 21, 2008 Filed Feb 25, 2008 21:58 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 82,296 | $0.00 Strike: $58.15 | $0.00 |
DisclosureSEC source: 0000021344-08-000028 · tri184.xml · derivative · entry 3 TRIPODI JOSEPH V · CIK 0001269275 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,296 Underlying: Common Stock, $.25 par value · 82,296 shares Expires 2018-02-20 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2008 under The Coca-Cola Company 2002 Stock Option Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| February 21, 2008 Filed Aug 6, 2009 17:50 UTC Amendment | COCA COLA CO KO · Entity 2806 | GrantEmployee Stock Option (Right to Buy) · Derivative | 82,926 | $0.00 Strike: $58.15 | $0.00 |
DisclosureSEC source: 0001127602-09-016890 · form4a.xml · derivative · entry 1 TRIPODI JOSEPH V · CIK 0001269275 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,926 Underlying: Common Stock, $.25 Par Value · 82,926 shares Expires 2018-02-20 F1 · shares: Due to a clerical error, the option grant was underreported by 630 shares. The reporting person was granted an option to purchase 82,926 shares, not 82,296 shares. F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2008 under The Coca-Cola Company 2002 Stock Option Plan. One-fourth of grant becomes exercisable on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| October 17, 2007 Filed Oct 19, 2007 18:21 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 143,500 | $0.00 Strike: $58.75 | $0.00 |
DisclosureSEC source: 0000021344-07-000141 · tri168.xml · derivative · entry 3 TRIPODI JOSEPH V · CIK 0001269275 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,500 Underlying: Common Stock, $.25 par value · 143,500 shares Expires 2017-10-16 F3 · derivative.exercise_date: Option (with tax withholding right) granted on October 17, 2007 under The Coca-Cola Company 1999 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 |
| October 17, 2007 Filed Oct 19, 2007 18:21 UTC | COCA COLA CO (KO) · Entity 2806 | GrantCommon Stock, $.25 par value | 33,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-07-000141 · tri168.xml · nonDerivative · entry 1 TRIPODI JOSEPH V · CIK 0001269275 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,950 F1 · kind: Shares awarded under the 1989 Restricted Stock Award Plan of The Coca-Cola Company (which plan allows for delivery or withholding of shares to pay taxes), subject to certain restrictions. 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.