Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COCA COLA CO(KO) · Entity 2806 | Director · Chairman of the Board | February 19, 2009 | February 23, 2009 |
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 19, 2009 · Filed February 23, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 par valueSEC Table I · non-derivative | Direct | 785,365 |
Reported balance
After 2009-02-19 transaction · row 1
1 source rowRow 1 · 2009-02-19 · Grant · Acquired 240,000 · Balance 785,365 F1: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2005. |
| Common Stock, $.25 par valueSEC Table I · non-derivative | IndirectBy 401(k) plan | 5,475 |
Reported balance
Holding disclosure · report date 2009-02-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,475 F2: Shares credited to my account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of February 18, 2009. |
| Hypothetical sharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Supplemental Benefit Plan | 16,959 |
Reported balance
Holding disclosure · report date 2009-02-19 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 16,959 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 18, 2009. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2005.
F2: Shares credited to my account under The Coca-Cola Company Thrift & Investment Plan, a tax-qualified 401(k) plan, as of February 18, 2009.
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 18, 2009.
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 19, 2009 Filed Feb 23, 2009 20:13 UTC | COCA COLA CO (KO) · Entity 2806 | GrantCommon Stock, $.25 par value | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-09-000037 · isd223.xml · nonDerivative · entry 1 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785,365 F1 · shares: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2005. 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 | 878,048 | $0.00 Strike: $58.15 | $0.00 |
DisclosureSEC source: 0000021344-08-000022 · isd179.xml · derivative · entry 3 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878,048 Underlying: Common Stock, $.25 par value · 878,048 shares Expires 2018-02-20 F3 · derivative.exercise_date: Option (with tax withholding right) granted on February 21, 2008 under The Coca-Cola Company 1999 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 | GrantCommon Stock, $.25 par value | 209,610 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-08-000022 · isd179.xml · nonDerivative · entry 1 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545,365 F1 · shares: These shares of restricted stock were issued in connection with the attainment of the performance criterion underlying performance share units granted in December 2004. Read SEC document |
| February 22, 2007 Filed Feb 26, 2007 20:17 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 896,552 | $0.00 Strike: $47.84 | $0.00 |
DisclosureSEC source: 0000021344-07-000042 · isd158.xml · derivative · entry 4 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896,552 Underlying: Common Stock, $.25 par value · 896,552 shares Expires 2017-02-21 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 22, 2007 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 |
| February 16, 2006 Filed Feb 17, 2006 20:54 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 900,000 | $0.00 Strike: $41.39 | $0.00 |
DisclosureSEC source: 0000021344-06-000018 · isd129.xml · derivative · entry 3 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900,000 Underlying: Common Stock, $.25 par value · 900,000 shares Expires 2016-02-15 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 16, 2006 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 |
| February 17, 2005 Filed Feb 22, 2005 14:59 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 620,690 | $0.00 Strike: $43.08 | $0.00 |
DisclosureSEC source: 0000021344-05-000010 · isd87.xml · derivative · entry 4 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,690 Underlying: Common Stock, $.25 par value · 620,690 shares Expires 2015-02-16 F2 · derivative.exercise_date: Option (with tax withholding right) granted on February 17, 2005 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 |
| September 21, 2004 Filed Sep 21, 2004 20:36 UTC | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 100,000 | $40.57 | $4,057,090.00 |
DisclosureSEC source: 0000021344-04-000146 · isd60.xml · nonDerivative · entry 1 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,755 Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 2,500 | $40.52 | $101,300.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 8 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,755 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 4,500 | $40.44 | $181,980.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 7 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,255 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 6,500 | $40.55 | $263,575.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 6 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,755 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 7,500 | $40.54 | $304,050.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 5 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,255 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 7,500 | $40.51 | $303,825.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 4 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,755 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 9,000 | $40.47 | $364,230.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 3 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,255 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 12,500 | $40.45 | $505,625.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 2 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,255 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| September 21, 2004 Filed Sep 23, 2004 15:39 UTC Amendment | COCA COLA CO (KO) · Entity 2806 | PurchaseCommon Stock, $.25 par value | 50,000 | $40.65 | $2,032,500.00 |
DisclosureSEC source: 0000021344-04-000148 · isd62.xml · nonDerivative · entry 1 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,755 F1 · price: This form is being amended to list the individual purchase prices as opposed to the average purchase price previously reported. Read SEC document |
| July 22, 2004 Filed Jul 23, 2004 16:50 UTC | COCA COLA CO (KO) · Entity 2806 | GrantEmployee Stock Option (right to buy) · Derivative | 450,000 | $0.00 Strike: $48.89 | $0.00 |
DisclosureSEC source: 0000021344-04-000115 · isd52.xml · derivative · entry 4 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 Underlying: Common Stock, $.25 par value · 450,000 shares Expires 2014-07-21 F2 · derivative.exercise_date: Option (with tax withholding right) granted on July 22, 2004 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 |
| July 22, 2004 Filed Jul 23, 2004 16:50 UTC | COCA COLA CO (KO) · Entity 2806 | GrantCommon Stock, $.25 par value | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-04-000115 · isd52.xml · nonDerivative · entry 2 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,755 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 |
| June 22, 2004 Filed Jul 23, 2004 16:50 UTC | COCA COLA CO (KO) · Entity 2806 | GiftCommon Stock, $.25 par value | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000021344-04-000115 · isd52.xml · nonDerivative · entry 1 ISDELL E NEVILLE · CIK 0001020264 · Director · Chairman of the Board and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,755 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.