Coca-Cola (KO) EVP Beatriz Perez exercises options and sells 36,326 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Coca-Cola Executive Vice President Beatriz R. Perez reported a mix of option grants, exercises, and stock sales. She received a grant of 39,517 employee stock options, exercisable in annual installments beginning February 26, 2027 under a company equity plan.
On February 25–26, 2026 she exercised 36,326 options into common stock at exercise prices of $44.475 and $45.435 per share, then sold 36,326 common shares in open-market transactions at prices of $80.60 and $80.75 per share. After these transactions, she directly held 173,728 common shares and 39,517 stock options, plus additional indirect holdings through 401(k) and supplemental plans.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 36,326 shares ($2,931,075)
Net Sell
9 txns
Insider
Perez Beatriz R
Role
Executive Vice President
Sold
36,326 shs ($2.93M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Employee Stock Option (Right to Buy) | 39,517 | $0.00 | -- |
| Exercise | Employee Stock Option (Right to Buy) | 21,326 | $0.00 | -- |
| Exercise | Common Stock, $.25 Par Value | 21,326 | $44.475 | $948K |
| Sale | Common Stock, $.25 Par Value | 21,326 | $80.75 | $1.72M |
| Exercise | Employee Stock Option (Right to Buy) | 15,000 | $0.00 | -- |
| Exercise | Common Stock, $.25 Par Value | 15,000 | $45.435 | $682K |
| Sale | Common Stock, $.25 Par Value | 15,000 | $80.60 | $1.21M |
| holding | Hypothetical Shares | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (Right to Buy) — 39,517 shares (Direct);
Common Stock, $.25 Par Value — 195,054 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 (1)
- Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026. Options (with tax withholding right) granted on February 21, 2019 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. 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. 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. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company. There is no data applicable with respect to the hypothetical shares. As of February 26, 2026.
FAQ
What did Coca-Cola (KO) executive Beatriz Perez report in this Form 4?
Beatriz R. Perez reported a new grant of 39,517 employee stock options, the exercise of 36,326 existing options into common stock, and open-market sales of 36,326 Coca-Cola shares on February 25–26, 2026, along with updated direct and indirect share holdings.
What stock option grant did Beatriz Perez receive from Coca-Cola (KO)?
She received 39,517 employee stock options with a right to buy Coca-Cola shares. The options were granted on February 26, 2026 under the 2024 Equity Plan and become exercisable in four equal annual installments starting February 26, 2027 through February 28, 2030.
What indirect Coca-Cola holdings does Beatriz Perez report in this Form 4?
She reports indirect ownership of Coca-Cola through retirement plans. One holding is 24,200 common shares credited under a 401(k) Plan, and another is 12,462 hypothetical shares under a Supplemental 401(k) Plan, with each hypothetical share equal to one Coca-Cola common share.