Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Keurig Dr Pepper Inc.KDP · Entity 3055 | Chief Legal Officer | September 14, 2026 | September 16, 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.
Keurig Dr Pepper Inc.
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 177,014 |
Ending reported balance
After 2026-09-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-14 · Exercise / conversion · Acquired 59,781 · Balance 200,062 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 2 · 2026-09-14 · Exercise / conversion · Acquired 785 · Balance 200,847 F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis. Row 3 · 2026-09-14 · Tax withholding · Disposed 23,833 · Balance 177,014 F2: Shares of common stock withheld for payment of applicable taxes upon vesting of RSUs in accordance with Rule 16b-3. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-14 · Exercise / conversion · Disposed 59,781 · Balance 0 F3: As previously disclosed, these RSUs represent matching restricted stock units ("Matching RSUs") granted to the Reporting Person in connection with the Issuer's Elite Investment Program. These Matching RSUs were granted on September 14, 2021 and vested in full on September 14, 2026. The Matching RSUs converted into common stock on a one-for-one basis pursuant to the Issuer's Omnibus Stock Incentive Plan of 2026. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-14 · Exercise / conversion · Disposed 785 · Balance 0 F4: RSUs were granted September 14, 2021 and vest in three installments as follows: 60% on September 14, 2024; 20% on September 14, 2025, and 20% on September 14, 2026. Tweny percent of the RSUs vested on September 14, 2026. The RSUs converted into common stock on a one-for-one basis pursuant to the Issuer's Ombinus Stock Incentive Plan of 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.
F2: Shares of common stock withheld for payment of applicable taxes upon vesting of RSUs in accordance with Rule 16b-3.
F3: As previously disclosed, these RSUs represent matching restricted stock units ("Matching RSUs") granted to the Reporting Person in connection with the Issuer's Elite Investment Program. These Matching RSUs were granted on September 14, 2021 and vested in full on September 14, 2026. The Matching RSUs converted into common stock on a one-for-one basis pursuant to the Issuer's Omnibus Stock Incentive Plan of 2026.
F4: RSUs were granted September 14, 2021 and vest in three installments as follows: 60% on September 14, 2024; 20% on September 14, 2025, and 20% on September 14, 2026. Tweny percent of the RSUs vested on September 14, 2026. The RSUs converted into common stock on a one-for-one basis pursuant to the Issuer's Ombinus Stock Incentive Plan of 2026.
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 |
|---|---|---|---|---|---|---|
| May 03, 2023 Filed May 5, 2023 08:21 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 9,870 | $33.02 | $325,907.40 |
DisclosureSEC source: 0001209191-23-027556 · doc4.xml · nonDerivative · entry 1 Shoemaker Anthony · CIK 0001885848 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,167 F1 · price: The price represents the weighted average purchase price of the shares that were purchased in multiple transactions at prices ranging from $33.02 to $33.03. The reporting person undertakes to provide to the Company, any security holder of the Company or the SEC, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 17:55 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 5,297 | $34.82 | $184,441.54 |
DisclosureSEC source: 0001209191-23-019391 · doc4.xml · nonDerivative · entry 1 Shoemaker Anthony · CIK 0001885848 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,297 F1 · price: The price represents the weighted average purchase price of the shares that were purchased in multiple transactions at prices ranging from $34.79 to $34.82. The reporting person undertakes to provide to the Company, any security holder of the Company or the SEC, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 16:43 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 3,500 | $34.34 | $120,190.00 |
DisclosureSEC source: 0001209191-23-015599 · doc4.xml · nonDerivative · entry 1 Shoemaker Anthony · CIK 0001885848 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,000 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:43 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 20,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015599 · doc4.xml · derivative · entry 2 Shoemaker Anthony · CIK 0001885848 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,474 Underlying: Common Stock · 20,474 shares Expires not disclosed F1 · derivative.exercise_price: Subject to certain vesting conditions and exceptions, these restricted stock units vest in three installments as follows: 60% on March 1, 2026; 20% on March 1, 2027, and 20% on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.exercise_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest in three installments as follows: 60% on March 1, 2026; 20% on March 1, 2027, and 20% on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.expiration_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest in three installments as follows: 60% on March 1, 2026; 20% on March 1, 2027, and 20% on March 1, 2028. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| May 17, 2022 Filed May 18, 2022 17:35 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 5,500 | $35.60 | $195,794.50 |
DisclosureSEC source: 0001209191-22-030165 · doc4.xml · nonDerivative · entry 1 Shoemaker Anthony · CIK 0001885848 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,500 Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:23 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 10,000 | $36.42 | $364,150.00 |
DisclosureSEC source: 0001209191-22-027081 · doc4.xml · nonDerivative · entry 1 Shoemaker Anthony · CIK 0001885848 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:27 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 18,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016254 · doc4.xml · derivative · entry 1 Shoemaker Anthony · CIK 0001885848 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,131 Underlying: Common Stock · 18,131 shares Expires not disclosed F1 · derivative.exercise_price: Subject to certain vesting conditions and exceptions, these restricted stock units vest in three installments as follows: 60% on March 2, 2025; 20% on March 2, 2026, and 20% on March 2, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.exercise_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest in three installments as follows: 60% on March 2, 2025; 20% on March 2, 2026, and 20% on March 2, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.expiration_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest in three installments as follows: 60% on March 2, 2025; 20% on March 2, 2026, and 20% on March 2, 2027. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. 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.