Coca-Cola (NYSE: KO) EVP Perez exercises options and sells 21,326 shares
Rhea-AI Filing Summary
Coca-Cola Executive Vice President Beatriz R. Perez exercised employee stock options for 21,326 shares at $44.475 per share and received the same number of common shares. She then sold 21,326 shares at $81.000 in an open-market transaction, and 13,300 shares were withheld to cover tax liabilities upon vesting of performance share units. After these transactions, she held 160,428 shares directly, plus 12,462 hypothetical shares in a supplemental 401(k) plan and 24,200 shares credited under the 401(k) plan as of February 26, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise and Sale: 21,326 shares ($779K approx. pre-tax spread)
Exercise and Sale
6 txns
Insider
Perez Beatriz R
Role
Executive Vice President
Sold
21,326 shs ($1.73M)
Approx. gross sale proceeds
$1.73M
Approx. exercise cost
$948K
Approx. pre-tax spread
$779K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Employee Stock Option (Right to Buy) | 21,326 | $0.00 | $0.00 |
| Exercise | Common Stock, $.25 Par Value | 21,326 | $44.475 | $948K |
| Sale | Common Stock, $.25 Par Value | 21,326 | $81.00 | $1.73M |
| Exercise Price or Tax Liability | Common Stock, $.25 Par Value | 13,300 | $80.50 | $1.07M |
| holding | Hypothetical Shares | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (Right to Buy) — 0 shares (Direct);
Common Stock, $.25 Par Value — 160,428 shares (Direct);
Hypothetical Shares — 12,462 shares (Indirect, By Supplemental 401(k) Plan);
Common Stock, $.25 Par Value — 24,200 shares (Indirect, By 401(k) Plan)
Footnotes (6)
- F1. Represents shares withheld to satisfy tax liabilities upon the vesting of performance share units issued on February 19, 2026 under the 2023-2025 performance share unit program.
- F2. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026.
- F3. Options (with tax withholding right) granted on February 15, 2018 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. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
- F5. There is no data applicable with respect to the hypothetical shares.
- F6. As of February 26, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transactions did KO Executive Vice President Beatriz R. Perez report?
Beatriz R. Perez reported exercising options for 21,326 Coca-Cola shares, receiving common stock, then selling 21,326 shares in an open-market transaction. She also had 13,300 shares withheld to satisfy tax liabilities tied to vesting performance share units.
What was the option exercise activity for Coca-Cola (KO) reported by Beatriz R. Perez?
She exercised employee stock options for 21,326 shares at an exercise price of $44.475 per share, converting derivative options into common stock. These options were originally granted on February 15, 2018, under The Coca-Cola Company 2014 Equity Plan with four annual vesting tranches.