Coca-Cola executive reports stock and option holdings
The Coca-Cola Company executive Claudia Lorenzo, identified as President EME, filed an initial ownership report showing direct holdings in common stock and stock options.
Rhea-AI Filing Summary
The Coca-Cola Company executive Claudia Lorenzo, identified as President EME, filed an initial ownership report showing direct holdings in common stock and stock options. The filing lists 47,928 shares of common stock and multiple employee stock options over Coca-Cola common shares with exercise prices between the mid-$50s and low-$80s and expirations extending through 2036.
The disclosure also notes 8,354 restricted stock units issued under a company equity plan that vest in full on February 26, 2027, highlighting a mix of current share ownership and long-term equity incentives tied to future vesting and exercisability dates.
Positive
- None.
Negative
- None.
Insider Trade Summary
7 transactions reported
Mixed
7 txns
Insider
Lorenzo Claudia
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (Right to Buy) — 171,161 contracts (Direct);
Common Stock, $.25 Par Value — 47,928 shares (Direct)
Footnotes (8)
- F1. Includes 8,354 restricted stock units issued under The Coca-Cola Company 2014 Equity Plan that vest 100% on February 26, 2027.
- F2. Exhibit Index - Exhibit No. 24 - Power of Attorney
- F3. Options (with tax withholding right) granted on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.
- F4. Options (with tax withholding right) granted on February 18, 2021 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.
- F5. Options (with tax withholding right) granted on February 17, 2022 under The Coca-Cola Company 2014 Equity Plan. One-fourth of grant became exercisable on each of the first, second, third and fourth anniversaries of the grant date.
- F6. Options (with tax withholding right) granted on February 27, 2023 under The Coca-Cola Company 2014 Equity Plan. One fourth of grant becomes exercisable on each of February 29, 2024, February 28, 2025, February 27, 2026 and February 26, 2027.
- F7. Options (with tax withholding right) granted on February 27, 2025 under The Coca-Cola Company 2024 Equity Plan. One fourth of grant becomes exercisable on each of February 27, 2026, February 26, 2027, February 29, 2028, and February 28, 2029.
- F8. Options (with tax withholding right) granted on February 26, 2026 under The Coca-Cola Company 2024 Equity Plan. One fourth of grant becomes exercisable on each of February 26, 2027, February 29, 2028, February 28, 2029 and February 28, 2030.
Key Figures
Direct common stock holding: 47,928 shares
Option block exercise price: $59.4850 per share
Underlying shares for 2030 option: 20,646 shares
+5 more
8 metrics
Direct common stock holding
47,928 shares
Total shares of common stock held directly following reported holdings
Option block exercise price
$59.4850 per share
Employee stock option on common stock expiring February 20, 2030
Underlying shares for 2030 option
20,646 shares
Underlying common shares for option at $59.4850 exercise price
Option block exercise price
$50.4383 per share
Employee stock option on common stock expiring February 18, 2031
Underlying shares for 2031 option
28,570 shares
Underlying common shares for option at $50.4383 exercise price
Option block exercise price
$80.4550 per share
Employee stock option on common stock expiring February 26, 2036
Underlying shares for 2036 option
39,517 shares
Underlying common shares for option at $80.4550 exercise price
Restricted stock units
8,354 units
RSUs that vest 100% on February 26, 2027 under equity plan
Key Terms
Employee Stock Option (Right to Buy), restricted stock units, exercise price, tax withholding right, +1 more
5 terms
Employee Stock Option (Right to Buy) financial
"security_title: Employee Stock Option (Right to Buy)"
restricted stock units financial
"Includes 8,354 restricted stock units issued under The Coca-Cola Company 2014 Equity Plan"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
exercise price financial
"exercisePrice: 59.4850 with expiration date February 20, 2030"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
tax withholding right financial
"Options (with tax withholding right) granted on February 20, 2020 under The Coca-Cola Company 2014 Equity Plan"
Equity Plan financial
"issued under The Coca-Cola Company 2014 Equity Plan that vest 100% on February 26, 2027"
An equity plan is a company program that gives employees, executives or directors a stake in the business through stock, stock options or similar ownership awards, like handing out slices of a pie to people who help bake it. It matters to investors because these grants can motivate key personnel and align their interests with shareholders, but they also increase the number of shares over time and can dilute existing ownership and affect reported earnings.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Claudia Lorenzo’s Form 3 filing for KO show?
The Form 3 shows Claudia Lorenzo’s initial beneficial ownership in Coca-Cola stock. It details 47,928 common shares held directly, several employee stock option positions with future expiration dates, and restricted stock units scheduled to vest in 2027, outlining her long-term equity alignment.
What stock options are reported in Claudia Lorenzo’s KO Form 3?
The Form 3 lists several employee stock options on Coca-Cola common stock. Each option block has its own exercise price, such as $59.485 and $50.4383 per share, and expiration dates ranging from 2030 through 2036, representing long-dated potential share acquisitions.
When do Claudia Lorenzo’s Coca-Cola restricted stock units vest?
The filing notes 8,354 restricted stock units under a Coca-Cola equity plan that vest 100% on February 26, 2027. Once vested, these units are expected to convert into common shares, further increasing her direct equity stake in the company if she remains eligible.
What is the significance of the equity plans mentioned for KO?
The Form 3 references The Coca-Cola Company 2014 Equity Plan and 2024 Equity Plan. Under these plans, Lorenzo received options and restricted stock units, with portions becoming exercisable or vesting over multiple years, tying her compensation to long-term shareholder value creation.
Do the options in Claudia Lorenzo’s KO filing have long maturities?
Yes, the reported employee stock options have expiration dates running from 2030 through 2036. These long maturities give Lorenzo extended time periods to decide whether to exercise, aligning her incentives with Coca-Cola’s long-term share performance and strategic execution.
AI-generated analysis. How Rhea-AI works. Not financial advice.
