Form 4: Coca-Cola Executive Vice President Beatriz R. Perez Reports Stock Transactions

Beatriz R. Perez, Executive Vice President of The Coca-Cola Company, reports acquisition and disposal of company stock related to performance share units and tax liabilities.

Summary

• On February 20, 2025, Beatriz R. Perez, an Executive Vice President at The Coca-Cola Company, reported transactions involving the company's common stock.
• She acquired 33,523 shares upon the release of performance share units under the 2022-2024 program at $0.
• Simultaneously, she disposed of 12,914 shares at $70.07 to cover tax liabilities related to the released performance share units.
• Following these transactions, Perez directly owns 187,716 shares of Coca-Cola common stock.
• Additionally, she indirectly owns 23,340 shares through The Coca-Cola Company 401(k) Plan and 11,258 hypothetical shares through the Supplemental 401(k) Plan.

Sentiment

Score: 5

Explanation: This is a neutral disclosure of stock transactions. It doesn't inherently indicate positive or negative sentiment about the company's future prospects.

Industry Context

This filing is a routine disclosure of stock transactions by a company executive, which is common practice for publicly traded companies like Coca-Cola. It provides transparency into the trading activities of company insiders.

Comparison to Industry Standards

• Executive stock transactions are a normal part of compensation and wealth management in publicly traded companies.
• Similar filings are made by executives at companies like PepsiCo (PEP), Nestle (NSRGY), and Unilever (UL) when they trade company stock.
• The details of these transactions, such as the number of shares and the price, are often scrutinized by investors to gauge executive sentiment and potential future performance.

Stakeholder Impact

• The transactions have a minimal direct impact on stakeholders.
• The filing provides transparency to shareholders regarding executive stock ownership.

Key Dates

Keywords

Coca-Cola, Beatriz R. Perez, Executive Vice President, Stock Transaction, Form 4, Performance Share Units, 401(k) Plan, Tax Liabilities, KO