[Form 4] COCA COLA CO Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Bajaria Bela reported acquisition or exercise transactions in this Form 4 filing.
COCA COLA CO director Bela Bajaria received a grant of 2,756.8922 phantom share units on 2026-04-01 as compensation under The Coca-Cola Company Directors' Plan effective June 1, 2025. Each phantom share unit is economically equivalent to one share of common stock but is settled in cash after the director leaves the Board.
Following this grant, Bajaria holds a total of 7,174.7809 phantom share units credited under the Directors' Plan, including amounts accrued through phantom dividends as of April 1, 2026. Separately, a family trust holds 2,100.0000 shares of Coca-Cola common stock as an indirect ownership position.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Bajaria Bela
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Share Units | 2,756.892 | $75.81 | $209K |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Phantom Share Units — 7,174.781 shares (Direct);
Common Stock, $.25 Par Value — 2,100 shares (Indirect, By Family Trust)
Footnotes (1)
- Exhibit Index - Exhibit No. 24 - Power of Attorney Each phantom share unit is economically equivalent to one share of Common Stock. Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025 (the "Directors' Plan") for 2026 compensation, which may include voluntary deferred compensation. 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. This number includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends.
Key Figures
Phantom units granted: 2,756.8922 units
Grant reference price: $75.8100 per unit
Total phantom units after grant: 7,174.7809 units
+2 more
5 metrics
Phantom units granted
2,756.8922 units
Grant for 2026 compensation on 2026-04-01
Grant reference price
$75.8100 per unit
Economic reference value per phantom share unit
Total phantom units after grant
7,174.7809 units
Holdings under Directors' Plan as of 2026-04-01
Indirect common shares
2,100.0000 shares
Coca-Cola common stock held by family trust
Conversion price
$0.0000
Phantom share units have no exercise price; cash-settled
Key Terms
Phantom Share Units, Directors' Plan, phantom dividends, Power of Attorney
4 terms
Directors' Plan financial
"Phantom share units credited to the reporting person under The Coca-Cola Company Directors' Plan effective June 1, 2025"
phantom dividends financial
"includes phantom share units accrued through April 1, 2026 under the Directors' Plan as a result of crediting phantom dividends."
Power of Attorney regulatory
"Exhibit Index - Exhibit No. 24 - Power of Attorney"
A power of attorney is a legal document that allows one person to make decisions and act on behalf of another person, often in financial or legal matters. It’s like giving someone a trusted helper or agent the authority to handle important tasks if you are unable to do so yourself. This matters to investors because it can impact how their assets are managed or transferred if they become unable to oversee their affairs.
FAQ
What did Coca-Cola (KO) director Bela Bajaria report in this Form 4?
Bela Bajaria reported receiving 2,756.8922 phantom share units as director compensation. These units track Coca-Cola’s common stock value and increase her total phantom unit holdings to 7,174.7809 units under the company’s Directors' Plan.
Does Bela Bajaria have any indirect holdings of Coca-Cola (KO) common stock?
Yes. A family trust holds 2,100.0000 shares of Coca-Cola common stock as an indirect position associated with Bajaria. This is separate from her phantom share units, which are cash-settled and not actual shares of stock.
Is this Coca-Cola Form 4 transaction an open-market stock purchase or sale?
No. The filing shows a grant of 2,756.8922 phantom share units as director compensation, not an open-market trade. The units are awarded under the Directors' Plan and will be settled in cash rather than through buying or selling shares.