Form 4: Coca-Cola EVP Perez to Receive 29,859 Shares from PSU Vesting

Coca-Cola Executive Vice President Beatriz R. Perez is set to acquire 29,859 shares of common stock upon the vesting of performance share units in February 2026.

Summary

• Beatriz R. Perez, Executive Vice President of The Coca-Cola Company, will acquire 29,859 shares of common stock.
• These shares are issuable upon the vesting of performance share units granted under the 2023-2025 program.
• The vesting event is scheduled for February 27, 2026.
• The transaction is made pursuant to a Rule 10b5-1(c) plan.
• Following this transaction, Perez will directly own 173,728 shares of common stock.
• Perez also indirectly holds 24,200 shares in The Coca-Cola Company 401(k) Plan and 12,462 hypothetical shares in a Supplemental 401(k) Plan as of February 19, 2026.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive, routine disclosure reflecting the successful vesting of executive performance-based compensation, which aligns management incentives with shareholder interests.

Positives

• The vesting of performance share units indicates the successful achievement of previously set performance targets by the executive.
• Increased direct ownership by an executive aligns management's financial interests with those of shareholders, potentially signaling confidence in the company's future.

Future Outlook

The filing indicates the future vesting of performance share units on February 27, 2026, which were granted under the 2023-2025 program.

Industry Context

StockSavvy.ai notes that executive equity compensation, particularly through performance share units, is a standard practice across large consumer goods companies like Coca-Cola. This aligns executive incentives with long-term shareholder value creation, a common governance trend.

Comparison to Industry Standards

• This type of equity award vesting is a standard component of executive compensation packages in large, established companies within the consumer staples sector.
• Practices are comparable to those at peers such as PepsiCo (PEP) or Nestlé (NSRGY), where performance-based incentives are used to retain talent and drive strategic objectives.

Corporate Governance

Stakeholder Impact

• Shareholders: Increased executive ownership aligns management's interests with shareholder value creation, potentially signaling confidence in the company's long-term prospects.
• Employees: Reflects standard executive compensation practices within the company and industry.

Next Steps

• Vesting of performance share units on February 27, 2026.

Key Dates

Recommendation

This Form 4 reports a routine vesting of performance share units for an executive, which is a standard component of compensation and does not provide new fundamental information to warrant a change in investment recommendation. It primarily indicates the executive's continued equity ownership and alignment with the company's performance.

Keywords

Coca-Cola, KO, Beatriz R. Perez, Form 4, Insider Transaction, Performance Share Units, Equity Compensation, Executive Compensation, Stock Ownership