SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| MANN JENNIFER K | Executive Vice President | 2026-06-10 | Open-market sell 10b5-1 | 23984 | $2.0M |
| MANN JENNIFER K | Executive Vice President | 2026-06-09 | Option exercise 10b5-1 | 18830 | $950K |
| MANN JENNIFER K | Executive Vice President | 2026-06-09 | Open-market sell 10b5-1 | 18830 | $1.5M |
| MANN JENNIFER K | Executive Vice President | 2026-06-09 | Option exercise 10b5-1 | 55154 | $3.4M |
| MANN JENNIFER K | Executive Vice President | 2026-06-09 | Open-market sell 10b5-1 | 55154 | $4.5M |
| MANN JENNIFER K | Executive Vice President | 2026-06-09 | Open-market sell 10b5-1 | 26016 | $2.1M |
| MANN JENNIFER K | Executive Vice President | 2026-06-08 | Option exercise 10b5-1 | 51606 | $3.1M |
| MANN JENNIFER K | Executive Vice President | 2026-06-08 | Open-market sell 10b5-1 | 51606 | $4.1M |
| MANN JENNIFER K | Executive Vice President | 2026-06-08 | Option exercise 10b5-1 | 48394 | $2.4M |
| MANN JENNIFER K | Executive Vice President | 2026-06-08 | Open-market sell 10b5-1 | 48394 | $3.8M |
| MANN JENNIFER K | Executive Vice President | 2026-06-05 | Option exercise 10b5-1 | 80820 | $3.7M |
| MANN JENNIFER K | Executive Vice President | 2026-06-05 | Open-market sell 10b5-1 | 80820 | $6.4M |
| MANN JENNIFER K | Executive Vice President | 2026-06-05 | Option exercise 10b5-1 | 19180 | $1.1M |
| MANN JENNIFER K | Executive Vice President | 2026-06-05 | Open-market sell 10b5-1 | 19180 | $1.5M |
| Quincey James | Chairman, Director | 2026-06-05 | Option exercise 10b5-1 | 436296 | $19.4M |
| Quincey James | Chairman, Director | 2026-06-05 | Open-market sell 10b5-1 | 436296 | $35.0M |
| Quincey James | Chairman, Director | 2026-06-04 | Option exercise 10b5-1 | 8000 | $356K |
| Quincey James | Chairman, Director | 2026-06-04 | Open-market sell 10b5-1 | 8000 | $640K |
| QUAN NANCY | Executive Vice President | 2026-05-15 | Option exercise | 31625 | $1.4M |
| QUAN NANCY | Executive Vice President | 2026-05-15 | Open-market sell | 31625 | $2.6M |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
A newly disclosed 10% revenue concentration in a single bottler relationship — compounded by reputational exposure to that partner's actions — is the sharpest incremental risk, but it lands alongside concrete regulatory escalation (childhood nutrition policy, SNAP restriction risk) and a materially broadened product-recall liability profile. Together, the three changes represent a real, substantive worsening across customer concentration, regulatory, and operational dimensions, though no solvency or existential trigger is present.
Added disclosure of 10% revenue concentration with single bottler and expanded risk scope to include reputational/brand damage from bottler actions.
Added specific disclosure of government focus on childhood chronic diseases and new risk of SNAP restrictions—concrete regulatory threats beyond prior boilerplate.
Expanded scope of recall triggers (undeclared allergens, misbranding, spoilage explicitly added), broader liability exposure, and new risk of production disruption from remediation efforts.
The disclosure describes unauthorized third-party access to fairlife's systems via a ransomware event, resulting in temporary suspension of U.S. production operations. This is a material cybersecurity incident involving a breach of production-related systems and operational disruption, requiring mandatory disclosure under Item 1.05 (or Item 8.01 as here). The incident's materiality is evidenced by the production shutdown and ongoing investigation, despite the company's caveat that full impacts are not yet determined.
View raw filing on EDGAR →Jennifer Mann, Executive Vice President and President of the North America Operating Unit (Coca-Cola's largest operating unit), is departing effective July 31, 2026, with a transition period as senior advisor through April 30, 2027. The filing discloses a Separation Agreement with severance benefits and details the interim assumption of her duties by John Murphy (CFO). This is a material departure of a senior executive from a key operational role.
View raw filing on EDGAR →