Coca-Cola (KO) EVP Nancy Quan reports tax withholding of 15,635 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Coca-Cola Executive Vice President Nancy Quan reported a tax-related share disposition connected to equity compensation. On February 27, 2026, 15,635 shares of common stock at $80.50 per share were withheld to satisfy tax liabilities upon the vesting of performance share units under the 2023-2025 program. After this, she directly owned 246,886 common shares. Indirect holdings included common stock in a 401(k) plan and hypothetical shares in a supplemental 401(k) plan, each equal to one share of Coca-Cola common stock, with balances reported as of February 26, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
QUAN NANCY
Role
Executive Vice President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock, $.25 Par Value | 15,635 | $80.50 | $1.26M |
| holding | Hypothetical Shares | -- | -- | -- |
| holding | Common Stock, $.25 Par Value | -- | -- | -- |
Holdings After Transaction:
Common Stock, $.25 Par Value — 246,886 shares (Direct);
Hypothetical Shares — 11,318 shares (Indirect, By Supplemental 401(k) Plan);
Common Stock, $.25 Par Value — 5,727 shares (Indirect, By 401(k) Plan)
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) executive Nancy Quan report?
Nancy Quan reported a tax-related share disposition, where 15,635 Coca-Cola common shares were withheld to cover tax liabilities upon vesting of performance share units. This was linked to the 2023-2025 performance share unit program and not an open-market sale.
What indirect Coca-Cola (KO) holdings does Nancy Quan report in retirement plans?
Nancy Quan reports indirect interests through The Coca-Cola Company 401(k) Plan and a Supplemental 401(k) Plan. The filing shows balances as of February 26, 2026, and notes each hypothetical share in the supplemental plan equals one Coca-Cola common share.
Was Nancy Quan’s Coca-Cola (KO) Form 4 transaction an open-market sale?
No, the Form 4 describes a tax-withholding disposition, not an open-market sale. Shares were withheld by Coca-Cola to pay tax liabilities upon vesting of performance share units, a common administrative feature of equity compensation programs.
What equity program is tied to Nancy Quan’s Coca-Cola (KO) tax withholding?
The withheld shares relate to vesting under Coca-Cola’s 2023-2025 performance share unit program. When these performance share units vested, a portion of the resulting shares was withheld to satisfy associated tax obligations, as described in the Form 4 footnotes.