David B. Weinberg - 01 Apr 2024 Form 4 Insider Report for COCA COLA CO (KO)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
03 Apr 2024, 13:50:27 UTC
Prior SEC filing
28 Feb 2024
Next SEC filing
26 Nov 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ April Edwards, attorney-in-fact for David B. Weinberg

Key filing fact

David B. Weinberg filed Form 4 for COCA COLA CO (KO) on 03 Apr 2024.

Key facts

  • This page summarizes David B. Weinberg's Form 4 filing for COCA COLA CO (KO).
  • 1 reported transaction and 1 derivative row are listed below.
  • Accepted by SEC: 03 Apr 2024, 13:50.

Change

  • Previous filing in this sequence was filed on 28 Feb 2024.
  • Current net transaction value: +$320,000.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

KO holding

Common Stock, $.25 Par Value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
658,014
Date
01 Apr 2024
Ownership
Direct
KO holding

Common Stock, $.25 Par Value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
152,930
Date
01 Apr 2024
Ownership
By Estate Trust of Deceased Family Member
Footnotes
F1
KO holding

Common Stock, $.25 Par Value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,540,000
Date
01 Apr 2024
Ownership
By Family Limited Partnerships
Footnotes
F2
KO holding

Common Stock, $.25 Par Value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
56,738
Date
01 Apr 2024
Ownership
By Marital Trust of Deceased Family Member
Footnotes
F3
KO holding

Common Stock, $.25 Par Value

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,000,000
Date
01 Apr 2024
Ownership
By Family Trusts
Footnotes
F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

KO transaction Derivative

Phantom Share Units

Award

Transaction value
$320,000
Shares
+5,248
Change %
+8.7%
Price
$60.97
Shares after
65,453
Date
01 Apr 2024
Ownership
Direct
Underlying class
Common Stock, $.25 Par Value
Underlying amount
5,248
Exercise price
Footnotes
F5, F6, F7, F8
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 8 footnotes

Footnote F1

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.

Footnote F2

The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Footnote F3

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.

Footnote F4

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.

Footnote F5

Each phantom share unit is economically equivalent to one share of Common Stock.

Footnote F6

Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective January 1, 2020 (the "Directors' Plan") for 2024 compensation, which may include voluntary deferred compensation.

Footnote 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.

Footnote F8

This number includes phantom share units accrued through April 1, 2024 under the Directors' Plan as a result of crediting phantom dividends.

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