Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKSHIRE HATHAWAY INCBRKA · Entity 2792 | Director | August 08, 2011 | August 09, 2011 |
| COCA COLA COKO · Entity 2806 | Director | April 01, 2013 | April 03, 2013 |
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.
BERKSHIRE HATHAWAY INC
Report date August 08, 2011 · Filed August 09, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 100 |
Reported balance
After 2011-08-08 transaction · row 1
1 source rowRow 1 · 2011-08-08 · Purchase · Acquired 8 · Balance 100 |
| Class A Common StockSEC Table I · non-derivative | IndirectOwned by Spouse | 8 |
Reported balance
Holding disclosure · report date 2011-08-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8 |
COCA COLA CO
Report date April 01, 2013 · Filed April 03, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 54,646.26 |
Reported balance
After 2013-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2013-04-01 · Grant · Acquired 1,371.42 · Balance 54,646.26 F3: Each phantom share unit is economically equivalent to one share of Common Stock. F4: Consists of 991.82 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2013 compensation, which may include voluntary deferred compensation, and 379.60 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends. F5: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 8,968,000 |
Reported balance
Holding disclosure · report date 2013-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,968,000 |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy LLCs | 840,176 |
Reported balance
Holding disclosure · report date 2013-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 840,176 F1: The reporting person's wife has investment control over the shares held by three limited liability companies. A majority of the economic interest in these limited liability companies is held by the reporting person's children. The reporting person disclaims beneficial ownership of the shares of common stock of The Coca-Cola Company held by these limited liability companies except to the extent of his pecuniary interest therein. |
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | IndirectBy Trust | 12,000 |
Reported balance
Holding disclosure · report date 2013-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,000 F2: These shares are held in a trust for the benefit of the reporting person's children. A management company in which the reporting person has a significant interest is the trustee and also owns one percent of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person's wife has investment control over the shares held by three limited liability companies. A majority of the economic interest in these limited liability companies is held by the reporting person's children. The reporting person disclaims beneficial ownership of the shares of common stock of The Coca-Cola Company held by these limited liability companies except to the extent of his pecuniary interest therein.
F2: These shares are held in a trust for the benefit of the reporting person's children. A management company in which the reporting person has a significant interest is the trustee and also owns one percent of the trust. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F3: Each phantom share unit is economically equivalent to one share of Common Stock.
F4: Consists of 991.82 phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2013 (the "Directors' Plan") for 2013 compensation, which may include voluntary deferred compensation, and 379.60 phantom share units accrued under the Directors' Plan as a result of crediting phantom dividends.
F5: The phantom share units credited under the Directors' Plan are settled in cash the later of (i) January 15 of the year following the year in which the reporting person leaves the Board, or (ii) six months following the date on which the reporting person leaves the Board.
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 |
|---|---|---|---|---|---|---|
| July 01, 2005 Filed Jul 6, 2005 20:10 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 458.7502 | $42.18 | $19,347.79 |
DisclosureSEC source: 0000021344-05-000107 · keo201.xml · derivative · entry 3 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593.7271 Underlying: Common Stock, $.25 par value · 458.7502 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is economically equivalent to one share of Common Stock. F3 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F4 · balance_after: Includes 14.1740 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 18:24 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 461.7612 | $41.62 | $19,218.50 |
DisclosureSEC source: 0000021344-05-000028 · keo187.xml · derivative · entry 3 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,134.9769 Underlying: Common Stock, $.25 par value · 461.7612 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is economically equivalent to one share of Common Stock. F3 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F4 · balance_after: Includes 11.2566 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| January 05, 2005 Filed Jan 6, 2005 15:45 UTC | BERKSHIRE HATHAWAY INC BRKA · Entity 2792 | PurchaseClass A Common Stock | 5 | $85,700.00 | $428,500.00 |
DisclosureSEC source: 0001005477-05-000084 · edgar123.xml · nonDerivative · entry 1 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70 Read SEC document |
| December 15, 2004 Filed Dec 16, 2004 23:11 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 461.442 | $41.29 Strike: $0.00 | $19,052.94 |
DisclosureSEC source: 0000021344-04-000205 · keo173.xml · derivative · entry 3 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,673.2157 Underlying: Common Stock, $.25 par value · 461.442 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is economically equivalent to one share of Common Stock. F3 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F4 · balance_after: Includes 7.3369 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| October 01, 2004 Filed Oct 5, 2004 19:57 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 467.2129 | $40.53 Strike: $0.00 | $18,936.14 |
DisclosureSEC source: 0000021344-04-000172 · keo157.xml · derivative · entry 3 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,211.7737 Underlying: Common Stock, $.25 par value · 467.2129 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is economically equivalent to one share of Common Stock. F3 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F4 · balance_after: Includes 4.5926 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| July 01, 2004 Filed Jul 6, 2004 20:29 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 372.832 | $50.54 Strike: $0.00 | $18,842.93 |
DisclosureSEC source: 0000021344-04-000103 · keo141.xml · derivative · entry 3 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744.5608 Underlying: Common Stock, $.25 par value · 372.832 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is economically equivalent to one share of Common Stock. F3 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F3 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the reporting person leaves the Board. F4 · balance_after: Includes 1.8387 phantom stock units accrued as a result of crediting phantom dividends. Read SEC document |
| May 12, 2004 Filed May 14, 2004 10:32 UTC | BERKSHIRE HATHAWAY INC BRK.A · Entity 2792 | PurchaseClass A Common Stock | 18 | $87,000.00 | $1,566,000.00 |
DisclosureSEC source: 0001005477-04-001948 · edgar123.xml · nonDerivative · entry 2 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65 Read SEC document |
| May 12, 2004 Filed May 14, 2004 10:32 UTC | BERKSHIRE HATHAWAY INC BRK.A · Entity 2792 | PurchaseClass A Common Stock | 5 | $86,800.00 | $434,000.00 |
DisclosureSEC source: 0001005477-04-001948 · edgar123.xml · nonDerivative · entry 1 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47 Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 19:05 UTC | COCA COLA CO (KO) · Entity 2806 | GrantPhantom Stock Units · Derivative | 371.7288 | $50.44 Strike: $0.00 | $18,750.00 |
DisclosureSEC source: 0000021344-04-000042 · keo120.xml · derivative · entry 3 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371.7288 Underlying: Common Stock, $.25 par value · 371.7288 shares Expires not disclosed F2 · derivative.exercise_price: Phantom stock units convert to Common Stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the Reporting Person leaves the Board. F3 · derivative.expiration_date: The phantom stock units were accrued under The Coca-Cola Company Deferred Compensation Plan for Non-Employee Directors and are to be settled 100% in cash after the Reporting Person leaves the Board. Read SEC document |
| December 17, 2003 Filed Dec 19, 2003 14:36 UTC | BERKSHIRE HATHAWAY INC BRKa · Entity 2792 | PurchaseClass A Common Stock | 1 | $82,400.00 | $82,400.00 |
DisclosureSEC source: 0000932799-03-000244 · keough4_ex.xml · nonDerivative · entry 1 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · owned by spouse Disclosed balance after: 8 F1 · balance_after: The reporting person disclaims beneficial ownership of the securities held by his spouse, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F2 · balance_after: The reporting person, as previously disclosed, is also the direct beneficial owner of 42 shares of the Issuer's Class A Common Stock. Read SEC document |
| Date not disclosed Filed May 13, 2003 17:10 UTC | BERKSHIRE HATHAWAY INC BRK.A · Entity 2792 | OtherClass A Common Stock | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001005477-03-000950 · edgar123.xml · nonDerivative · entry 2 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Owned by wife Disclosed balance after: Not disclosed F1 · shares: The reporting person disclaims the beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or any other purpose. Read SEC document |
| Date not disclosed Filed May 13, 2003 17:10 UTC | BERKSHIRE HATHAWAY INC BRK.A · Entity 2792 | OtherClass A Common Stock | 42 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001005477-03-000950 · edgar123.xml · nonDerivative · entry 1 KEOUGH DONALD R /NY · CIK 0001071098 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed 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.