Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | ACIW | Common Stock | 11K | Dec 31, 2023 | Direct | F1 | |||||
holding | ACIW | Common Stock | 30.1K | Dec 31, 2023 | by GRAT #3 | F2 | |||||
holding | ACIW | Common Stock | 47.1K | Dec 31, 2023 | by GRAT #4 | F3 | |||||
holding | ACIW | Common Stock | 1.79K | Dec 31, 2023 | by Trust | F4 |
Id | Content |
---|---|
F1 | On September 12, 2023, 9,667 Issuer shares were contributed from Mr. Sanchez's direct holdings to a grantor retained annuity trust ("GRAT") dated September 12, 2023 ("GRAT #4"). Mr. Sanchez is the sole settlor, trustee and annuitant of GRAT #4. |
F2 | On September 12, 2023, 26,177 Issuer shares were distributed from a GRAT dated September 9, 2022 ("GRAT #3") to Mr. Sanchez and then contributed to GRAT #4. Mr. Sanchez is the sole settlor, trustee and annuitant of GRAT #3 and GRAT #4. |
F3 | On September 12, 2023, 11,292 Issuer shares were distributed from a GRAT dated August 25, 2021 ("GRAT #2") to Mr. Sanchez and then contributed to GRAT #4. Mr. Sanchez was the sole settlor, trustee, and annuitant of GRAT #2 and GRAT #4. GRAT #2 has terminated. |
F4 | Represents shares held in a trust regarding which Mr. Sanchez's spouse is the trustee and Mr. Sanchez's child is the beneficiary. |