Coca-Cola chair sells 444K shares after option exercise
Coca-Cola Chairman James Quincey reported a series of option exercises and share sales.
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Form Type
4
Rhea-AI Filing Summary
Coca-Cola Chairman James Quincey reported a series of option exercises and share sales. On June 4–5, 2026, he exercised employee stock options to acquire a total of 444,296 shares of common stock at an exercise price of $44.475 per share.
He then sold the same 444,296 shares in open-market transactions at weighted average prices of about $80 per share under a pre-arranged Rule 10b5-1 trading plan. After these transactions, he directly holds 122,833 shares and also has indirect holdings through Coca-Cola retirement plans, including 9,043 shares in a 401(k) plan and 38,079 hypothetical shares tied to common stock.
Insider Trade Summary 10b5-1
Exercise and Sale: 444,296 shares ($15.84M approx. pre-tax spread)
Exercise and Sale
8 txns
Insider
Quincey James
Role
Chairman
Sold
444,296 shs ($35.60M)
Approx. gross sale proceeds
$35.60M
Approx. exercise cost
$19.76M
Approx. pre-tax spread
$15.84M
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Employee Stock Option (Right to Buy) | 436,296 | $0.00 | $0.00 |
| Exercise | Common Stock, $.25 Par Value | 436,296 | $44.475 | $19.40M |
| Sale | Common Stock, $.25 Par Value | 436,296 | $80.1271 | $34.96M |
| Exercise | Employee Stock Option (Right to Buy) | 8,000 | $0.00 | $0.00 |
| Exercise | Common Stock, $.25 Par Value | 8,000 | $44.475 | $356K |
| Sale | Common Stock, $.25 Par Value | 8,000 | $80.0024 | $640K |
| holding | Hypothetical Shares | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (Right to Buy) — 0 contracts (Direct);
Common Stock, $.25 Par Value — 122,833 shares (Direct);
Hypothetical Shares — 38,079 contracts (Indirect, By Supplemental 401(k) Plan);
Common Stock, $.25 Par Value — 9,043 shares (Indirect, By 401(k) Plan)
Footnotes (8)
- F1. The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 5, 2026.
- F2. The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.02. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
- F3. The price is the weighted average sale price of the aggregate number of shares that were sold by the reporting person. These shares were sold in multiple transactions at prices ranging from $80.00 to $80.39. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
- F4. Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of June 4, 2026.
- F5. 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.
- F6. Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
- F7. There is no data applicable with respect to the hypothetical shares.
- F8. As of June 4, 2026.
Key Figures
Shares sold: 444,296 shares
Exercise price: $44.475 per share
Sale price example: $80.1271 per share
+5 more
8 metrics
Shares sold
444,296 shares
Open-market sales on June 4–5, 2026
Exercise price
$44.475 per share
Employee stock options exercised
Sale price example
$80.1271 per share
Weighted average price in June 5, 2026 sale
Sale price example
$80.0024 per share
Weighted average price in June 4, 2026 sale
Direct holdings after
122,833 shares
Common stock held directly after transactions
401(k) holdings
9,043 shares
Shares in Coca-Cola 401(k) Plan as of June 4, 2026
Hypothetical shares
38,079 units
Supplemental 401(k) hypothetical shares tied to common stock
Option expiration
February 15, 2028
Expiration date for the reported employee stock options
Key Terms
Rule 10b5-1 trading plan, weighted average sale price, Employee Stock Option (Right to Buy), 401(k) Plan, +1 more
5 terms
Rule 10b5-1 trading plan regulatory
"The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan..."
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
weighted average sale price financial
"The price is the weighted average sale price of the aggregate number of shares..."
Employee Stock Option (Right to Buy) financial
"security_title": "Employee Stock Option (Right to Buy)""
401(k) Plan financial
"Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan..."
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Coca-Cola (KO) Chairman James Quincey do in this Form 4 filing?
James Quincey exercised stock options and sold the resulting Coca-Cola shares. He acquired 444,296 shares at a $44.475 exercise price, then sold the same 444,296 shares in open-market trades around $80 per share under a pre-arranged trading plan.
What stock options did James Quincey exercise in the latest Coca-Cola (KO) Form 4?
He exercised employee stock options covering 444,296 Coca-Cola shares at an exercise price of $44.475 per share. These options were granted under The Coca-Cola Company 2014 Equity Plan and became exercisable in four annual installments after the 2018 grant date.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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