Tax withholding share move by Coca-Cola (NYSE: KO) EVP Lisa Chang
Filing Impact
Filing Sentiment
Form Type
4
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
CHANG LISA
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | 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 shares (Indirect, By Supplemental 401(k) Plan);
Common Stock, $.25 Par Value — 3,215 shares (Indirect, By Husband)
Footnotes (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. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026. 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 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.
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.
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.