Quincey James 4
4 · COCA COLA CO · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
Coca-Cola CEO James Quincey Sells 149,616 Shares (Tax Withholding)
What Happened James Quincey, Chairman and CEO of The Coca‑Cola Company (KO), had 149,616 shares withheld and disposed to satisfy tax liabilities tied to vested performance share units. The shares were valued at $80.50 each, for a total of $12,044,088. This was a tax-withholding disposition related to PSU vesting (routine), not an open‑market trading decision signaling a change in opinion.
Key Details
- Transaction date: February 27, 2026; Filing date: March 3, 2026 (filed within standard Form 4 timing).
- Shares disposed/withheld: 149,616 at $80.50 per share; total value reported $12,044,088.
- Transaction type/code: F — payment of exercise price or tax liability (shares withheld to satisfy taxes on vested PSUs).
- Shares owned following the transaction: not specified in this filing.
- Relevant footnotes: F1 — shares withheld to satisfy tax on PSUs issued Feb 19, 2026 under the 2023–2025 PSU program; F2–F5 are administrative notes about 401(k) crediting and hypothetical share definitions.
Context This was a tax-withholding share disposition tied to vested performance awards (common and routine for executives). It differs from an open-market sale or a purchase; such withholdings are administrative and don't necessarily reflect the insider's view on the stock.
Insider Transaction Report
- Tax Payment
Common Stock, $.25 Par Value
[F1]2026-02-27$80.50/sh−149,616$12,044,088→ 528,843 total
- 44,678(indirect: By Spouse)
Common Stock, $.25 Par Value
- 8,886(indirect: By 401(k))
Common Stock, $.25 Par Value
[F2] - 35,443(indirect: By 401(k))
Hypothetical Shares
[F3][F4][F5]Exercise: $0.00→ Common Stock, $.25 Par Value (35,443 underlying)
Footnotes (5)
- [F1]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.
- [F2]Shares credited to the reporting person's account under The Coca-Cola Company 401(k) Plan, as of February 26, 2026.
- [F3]Each hypothetical share is equal to one share of common stock of The Coca-Cola Company.
- [F4]There is no data applicable with respect to the hypothetical shares.
- [F5]As of February 26, 2026.