Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA COKO · Entity 2806 | Executive Vice President & CFO | February 18, 2014 | February 20, 2014 |
| GENUINE PARTS COGPC · Entity 3284 | Director | April 02, 2025 | April 03, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COCA COLA CO
Report date February 18, 2014 · Filed February 20, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 146,510 |
Reported balance
After 2014-02-18 transaction · row 1
1 source rowRow 1 · 2014-02-18 · Tax withholding · Disposed 42,434 · Balance 146,510 F1: Represents shares withheld to satisfy tax liabilities upon the vesting of restricted stock units issued under the 2010-2012 performance share unit program. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy wife | 4,054 |
Reported balance
Holding disclosure · report date 2014-02-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,054 |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Holdings LLLP | 142,600 |
Reported balance
Holding disclosure · report date 2014-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 142,600 F2: These shares are held by a limited liability limited partnership ("Holdings LLLP") of which the Family LLC is the sole general partner and a trust for the benefit of the reporting person's wife and their children (the "Family Trust") is the sole limited partner. The reporting person's wife is trustee of the Family Trust. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Investments LLLP | 187,900 |
Reported balance
Holding disclosure · report date 2014-02-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 187,900 F3: These shares are held by a limited liability limited partnership ("Investments LLLP") of which a limited liability company (the "Family LLC") is the sole general partner and two trusts for the benefit of the reporting person's children are the sole limited partners. The reporting person's children are the trustees and beneficiaries of their respective trusts. The reporting person and his wife are the sole owners of the Family LLC and the reporting person has investment control over the shares held by the Family LLC. The reporting person disclaims beneficial ownership of the shares of common stock of The Coca-Cola Company held by Investments LLLP except to the extent of his pecuniary interest therein. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) Plan | 22,931 |
Reported balance
Holding disclosure · report date 2014-02-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 22,931 F4: Shares credited to my account under The Coca-Cola Company 401(k) Plan, as of February 14, 2014. |
| Hypothetical SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Supplemental 401(k) Plan | 32,174 |
Reported balance
Holding disclosure · report date 2014-02-18 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 32,174 F5: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. F6: There is no data applicable with respect to the hypothetical shares. F7: As of February 14, 2014. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax liabilities upon the vesting of restricted stock units issued under the 2010-2012 performance share unit program.
F2: These shares are held by a limited liability limited partnership ("Holdings LLLP") of which the Family LLC is the sole general partner and a trust for the benefit of the reporting person's wife and their children (the "Family Trust") is the sole limited partner. The reporting person's wife is trustee of the Family Trust.
F3: These shares are held by a limited liability limited partnership ("Investments LLLP") of which a limited liability company (the "Family LLC") is the sole general partner and two trusts for the benefit of the reporting person's children are the sole limited partners. The reporting person's children are the trustees and beneficiaries of their respective trusts. The reporting person and his wife are the sole owners of the Family LLC and the reporting person has investment control over the shares held by the Family LLC. The reporting person disclaims beneficial ownership of the shares of common stock of The Coca-Cola Company held by Investments LLLP except to the extent of his pecuniary interest therein.
F4: Shares credited to my account under The Coca-Cola Company 401(k) Plan, as of February 14, 2014.
F5: Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
F6: There is no data applicable with respect to the hypothetical shares.
F7: As of February 14, 2014.
GENUINE PARTS CO
Report date April 02, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 10,254 |
Reported balance
After 2025-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-04-02 · Grant · Acquired 208 · Balance 10,254 F1: Each share of phantom stock is the economic equivalent of one share of GPC common stock. The shares of phantom stock become payable in cash or common stock, at the election of the reporting person, pursuant to the reporting person's prior deferral election. F2: Includes 86 shares of phantom stock acquired through most recent Dividend Reinvestment Plan purchase. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of GPC common stock. The shares of phantom stock become payable in cash or common stock, at the election of the reporting person, pursuant to the reporting person's prior deferral election.
F2: Includes 86 shares of phantom stock acquired through most recent Dividend Reinvestment Plan purchase.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Monster Beverage Corp
Report date June 11, 2025 · Filed June 13, 2025
Section 16 reporting ended · disclosed 2025-06-13. 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 2025-06-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-11 · Exercise / conversion · Disposed 3,592 · 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 | 53,084 |
Reported balance
After 2025-06-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-06-11 · Grant · Acquired 3,592 · Balance 53,084 F4: Each deferred stock unit is economically equivalent to one share of the Company's 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 as Amended and Restated on February 23, 2022, 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 of Directors of the Company separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. |
| Common StockSEC Table I · non-derivative | Direct | 12,306 |
Reported balance
Holding disclosure · report date 2025-06-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,306 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 the Company's 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 as Amended and Restated on February 23, 2022, 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 of Directors of the Company 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 |
|---|---|---|---|---|---|---|
| December 31, 2003 Filed Jan 5, 2004 21:19 UTC | COCA COLA CO (KO) · Entity 2806 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $25.38 | $0.00 |
DisclosureSEC source: 0000021344-04-000003 · fay30.xml · derivative · entry 4 FAYARD GARY P · CIK 0001019421 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock, $.25 par value · 8,000 shares Expires 2004-10-18 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. F4 · derivative.exercise_date: Grant was awarded on October 19, 1994. One-third of grant became exercisable one year after date of grant, with the remainder becoming exercisable in equal monthly installments over the next 24 months. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 21:19 UTC | COCA COLA CO (KO) · Entity 2806 | Tax withholdingCommon Stock, $.25 par value | 4,017 | $50.53 | $202,979.01 |
DisclosureSEC source: 0000021344-04-000003 · fay30.xml · nonDerivative · entry 2 FAYARD GARY P · CIK 0001019421 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,128 F1 · kind: Shares delivered to the issuer to pay the option exercise price. F2 · balance_after: Includes 14 shares acquired in December 2003 under The Coca-Cola Company Dividend and Cash Investment Plan. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 21:19 UTC | COCA COLA CO (KO) · Entity 2806 | Exercise / conversionCommon Stock, $.25 par value | 8,000 | $25.38 | $203,000.00 |
DisclosureSEC source: 0000021344-04-000003 · fay30.xml · nonDerivative · entry 1 FAYARD GARY P · CIK 0001019421 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,145 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 |
| December 18, 2003 Filed Dec 22, 2003 20:15 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 112,000 | $0.00 Strike: $49.80 | $0.00 |
DisclosureSEC source: 0000021344-03-000204 · fay42.xml · derivative · entry 3 FAYARD GARY P · CIK 0001019421 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,000 Underlying: Common Stock, $.25 par value · 112,000 shares Expires 2013-12-17 F3 · derivative.exercise_date: Option (with tax withholding right) granted on December 18, 2003 under The Coca-Cola Company 2002 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.