Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Keurig Dr Pepper Inc.KDP · Entity 3055 | Chief R&D Officer | March 07, 2024 | March 11, 2024 |
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 March 07, 2024 · Filed March 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,523 |
Reported balance
After 2024-03-07 transaction · row 1
1 source rowRow 1 · 2024-03-07 · Purchase · Acquired 4,075 · Balance 73,523 |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan | 20,171 |
Reported balance
Holding disclosure · report date 2024-03-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,171 |
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 |
|---|---|---|---|---|---|---|
| March 07, 2024 Filed Mar 11, 2024 16:57 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 4,075 | $29.11 | $118,623.25 |
DisclosureSEC source: 0001418135-24-000040 · wk-form4_1710190666.xml · nonDerivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,523 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 19:13 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 24,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001418135-24-000019 · wk-form4_1709684011.xml · derivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,055 Underlying: Common Stock · 24,055 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 4, 2027; 20% on March 4, 2028, and 20% on March 4, 2029. 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 4, 2027; 20% on March 4, 2028, and 20% on March 4, 2029. 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 4, 2027; 20% on March 4, 2028, and 20% on March 4, 2029. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. Read SEC document |
| October 27, 2023 Filed Oct 30, 2023 16:49 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 7,050 | $29.95 | $211,147.50 |
DisclosureSEC source: 0001418135-23-000020 · wk-form4_1698698951.xml · nonDerivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,448 Read SEC document |
| August 03, 2023 Filed Aug 4, 2023 17:37 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 5,884 | $34.00 | $200,056.00 |
DisclosureSEC source: 0001209191-23-044644 · doc4.xml · nonDerivative · entry 3 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,398 Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 17:37 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 47,000 | $34.37 | $1,615,390.00 |
DisclosureSEC source: 0001209191-23-044644 · doc4.xml · nonDerivative · entry 2 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,514 F3 · price: The price represents the weighted average purchase price of the shares that were purchased in multiple transactions at prices ranging from $34.21 to $34.51. 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 |
| May 23, 2023 Filed May 25, 2023 16:25 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 93,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032172 · doc4.xml · derivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,692 Underlying: Common Stock · 93,692 shares Expires not disclosed F1 · derivative.exercise_price: Represents matching restricted stock units ("Matching RSUs") granted to the Reporting Person in connection with the Issuer's Elite Investment Program. These Matching RSUs vest on May 23, 2028 ("Vesting Date"), subject to continued service with the Issuer and other vesting conditions. In addition, all or a portion of the Matching RSUs may be forfeited by the Reporting Person if specified stock ownership requirements are not maintained to the Vesting Date. Each Matching RSU represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.exercise_date: Represents matching restricted stock units ("Matching RSUs") granted to the Reporting Person in connection with the Issuer's Elite Investment Program. These Matching RSUs vest on May 23, 2028 ("Vesting Date"), subject to continued service with the Issuer and other vesting conditions. In addition, all or a portion of the Matching RSUs may be forfeited by the Reporting Person if specified stock ownership requirements are not maintained to the Vesting Date. Each Matching RSU represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. F1 · derivative.expiration_date: Represents matching restricted stock units ("Matching RSUs") granted to the Reporting Person in connection with the Issuer's Elite Investment Program. These Matching RSUs vest on May 23, 2028 ("Vesting Date"), subject to continued service with the Issuer and other vesting conditions. In addition, all or a portion of the Matching RSUs may be forfeited by the Reporting Person if specified stock ownership requirements are not maintained to the Vesting Date. Each Matching RSU represents a contingent right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| May 04, 2023 Filed May 5, 2023 08:21 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 8,561 | $32.35 | $276,948.35 |
DisclosureSEC source: 0001209191-23-027555 · doc4.xml · nonDerivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,732 F1 · price: The price represents the weighted average purchase price of the shares that were purchased in multiple transactions at prices ranging from $32.34 to $32.35. 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 |
| May 04, 2023 Filed Aug 4, 2023 17:37 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 953 | $32.42 | $30,896.26 |
DisclosureSEC source: 0001209191-23-044644 · doc4.xml · nonDerivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,514 F1 · price: The price represents the weighted average purchase price of the shares that were purchased in multiple transactions at prices ranging from $32.41 to $32.42. 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. F2 · balance_after: Reflects 20,171 shares previously reported as directly owned due to administrative error now being reported as indirectly owned. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 17:54 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 2,070 | $34.71 | $71,849.70 |
DisclosureSEC source: 0001209191-23-019390 · doc4.xml · nonDerivative · entry 2 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,171 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 17:54 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 18,101 | $34.51 | $624,665.51 |
DisclosureSEC source: 0001209191-23-019390 · doc4.xml · nonDerivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,101 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:41 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 20,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015591 · doc4.xml · derivative · entry 1 Rotem-Wildeman Karin · CIK 0001959299 · Chief R&D 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.