Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MKL | Common Stock | Gift | $0 | -2.5K | -11.67% | $0.00 | 18.9K | Nov 11, 2022 | Direct | F1 |
transaction | MKL | Common Stock | Sale | -$2.67K | -2 | -0.11% | $1,336.68 | 1.88K | Feb 3, 2023 | As Trustee | F2 |
holding | MKL | Common Stock | 41.3K | Feb 3, 2023 | By Trust | F1, F3 | |||||
holding | MKL | Common Stock | 8.18K | Feb 3, 2023 | As Trustee | F4 | |||||
holding | MKL | Common Stock | 6.22K | Feb 3, 2023 | As Trustee | F5 | |||||
holding | MKL | Common Stock | 2.44K | Feb 3, 2023 | By Trust | F6 | |||||
holding | MKL | Common Stock | 2.65K | Feb 3, 2023 | By Spouse | F7 |
Id | Content |
---|---|
F1 | The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 1,844 shares from Grantor Retained Annuity Trusts to Mr. Markel. |
F2 | Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed. |
F3 | Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. |
F4 | Mr. Markel is a Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed. |
F5 | Mr. Markel is the Trustee under trusts for the benefit of himself and his children. |
F6 | Mr. Markel is the Trustee of trusts for the benefit of his children and their descendants and in which Mr. Markel retains a partial interest. Mr. Markel disclaims beneficial ownership of the shares held in the trusts except to the extent of his partial interest. |
F7 | Beneficial ownership of securities is expressly disclaimed. |