Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | KO | Common Stock, $.25 Par Value | 755K | Mar 31, 2023 | Direct | ||||||
holding | KO | Common Stock, $.25 Par Value | 3.54M | Mar 31, 2023 | By Family Limited Partnerships | F1 | |||||
holding | KO | Common Stock, $.25 Par Value | 3M | Mar 31, 2023 | By Family Trusts | F2 | |||||
holding | KO | Common Stock, $.25 Par Value | 153K | Mar 31, 2023 | By Estate Trust of Deceased Family Member | F3 | |||||
holding | KO | Common Stock, $.25 Par Value | 56.7K | Mar 31, 2023 | By Marital Trust of Deceased Family Member | F4 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | KO | Phantom Share Units | Award | $320K | +5.16K | +9.78% | $62.06 | 57.9K | Mar 31, 2023 | Common Stock, $.25 Par Value | 5.16K | Direct | F5, F6, F7, F8 |
Id | Content |
---|---|
F1 | The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
F2 | The reported securities are held in three trusts of which the reporting person is one of three trustees. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
F3 | The reporting person is one of three trustees and holds a residuary interest in the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
F4 | The reporting person is one of three trustees and holds an indirect residuary interest in the trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
F5 | Each phantom share unit is economically equivalent to one share of Common Stock. |
F6 | Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2023 compensation, which may include voluntary deferred compensation. |
F7 | 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. |
F8 | This number includes phantom share units accrued through December 15, 2022 under the Directors' Plan as a result of crediting phantom dividends. |