Coca-Cola EVP Lisa Chang share tax withholding

Coca-Cola Executive Vice President Lisa Chang reported a tax-related share transaction in company stock.

Accepted by SEC EDGAR 03/03/2026 - 12:17 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Coca-Cola Executive Vice President Lisa Chang reported a tax-related share transaction in company stock. On February 27, 2026, 15,920 shares of common stock at $80.50 per share were withheld to cover tax liabilities tied to the vesting of performance share units from the 2023-2025 program.

After this withholding, Chang directly held 118,563 common shares. She also had indirect interests, including shares in a 401(k) plan and supplemental 401(k) plan, and shares held by her husband, with those plan balances reported as of February 26, 2026.

Insider Trade Summary

Exercise Price or Tax Liability: 15,920 shares

Exercise Price or Tax Liability 1 txn

Insider CHANG LISA

Role Executive Vice President

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock, $.25 Par Value	15,920	$80.50	$1.28M
Holding	Hypothetical Shares	--	--	--
Holding	Common Stock, $.25 Par Value	--	--	--
Holding	Common Stock, $.25 Par Value	--	--	--

Holdings After Transaction: Common Stock, $.25 Par Value — 118,563 shares (Direct); Hypothetical Shares — 5,126 contracts (Indirect, By Supplemental 401(k) Plan); Common Stock, $.25 Par Value — 3,215 shares (Indirect, By Husband); Common Stock, $.25 Par Value — 5,394 shares (Indirect, By 401(k) Plan)

Footnotes (5)

1. 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.
2. F2. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026.
3. F3. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
4. F4. There is no data applicable with respect to the hypothetical shares.
5. F5. As of February 26, 2026.

FAQ

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What insider transaction did Coca-Cola (KO) EVP Lisa Chang report?

Lisa Chang reported a tax-withholding disposition of Coca-Cola shares. On February 27, 2026, 15,920 common shares were withheld at $80.50 per share to satisfy tax liabilities from vesting performance share units under the 2023-2025 program, rather than an open-market sale.

How many Coca-Cola (KO) shares does Lisa Chang hold after this Form 4?

After the transaction, Lisa Chang directly held 118,563 Coca-Cola shares. The filing also lists indirect holdings through a 401(k) plan, a supplemental 401(k) plan measured in hypothetical shares, and shares held by her husband, with plan balances reported as of February 26, 2026.

Was Lisa Chang’s Coca-Cola (KO) Form 4 transaction a tax event or open-market sale?

The transaction was a tax-withholding event, not an open-market sale. Shares were withheld to cover tax liabilities when performance share units vested under the 2023-2025 performance share unit program, a common mechanism for settling taxes on equity compensation.

What are the hypothetical shares noted in Lisa Chang’s Coca-Cola (KO) filing?

Hypothetical shares represent units in a supplemental 401(k) plan. Each hypothetical share equals one share of Coca-Cola common stock, and 5,126 such units were credited to Chang’s supplemental 401(k) account, with the filing stating there is no traditional transaction data applicable to these units.

How are Lisa Chang’s indirect Coca-Cola (KO) holdings structured in the Form 4?

Indirect holdings are reported through retirement plans and a spouse. The filing shows balances in a 401(k) plan, a supplemental 401(k) plan measured in hypothetical shares, and shares held by her husband, reflecting different ownership types beyond her direct 118,563-share position.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

CHANG LISA

(Last) (First) (Middle)

THE COCA-COLA COMPANY

ONE COCA-COLA PLAZA

(Street)

ATLANTA GA 30313

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
COCA COLA CO [ KO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Executive Vice President

3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock, $.25 Par Value	02/27/2026		F		15,920(1)	D	$80.5	118,563	D
Common Stock, $.25 Par Value								3,215	I	By Husband
Common Stock, $.25 Par Value								5,394(2)	I	By 401(k) Plan

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Hypothetical Shares	(3)							(4)	(4)	Common Stock, $.25 Par Value	5,126		5,126(5)	I	By Supplemental 401(k) Plan

Explanation of Responses:

1. 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.

2. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026.

3. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.

4. There is no data applicable with respect to the hypothetical shares.

5. As of February 26, 2026.

	/s/ Lisa Chang	03/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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