Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MKL | Common Stock | Gift | $0 | -743 | -4.72% | $0.00 | 15K | Jul 24, 2023 | Direct | F1 |
holding | MKL | Common Stock | 44.5K | Jul 24, 2023 | By Trust | F1, F2 | |||||
holding | MKL | Common Stock | 8.18K | Jul 24, 2023 | As Trustee | F3 | |||||
holding | MKL | Common Stock | 6.22K | Jul 24, 2023 | As Trustee | F4 | |||||
holding | MKL | Common Stock | 2.44K | Jul 24, 2023 | By Trust | F5 | |||||
holding | MKL | Common Stock | 1.88K | Jul 24, 2023 | As Trustee | F6 | |||||
holding | MKL | Common Stock | 2.65K | Jul 24, 2023 | By Spouse | F7 |
Id | Content |
---|---|
F1 | The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of the reporting person) also reflects the distribution of 4,174 shares from Grantor Retained Annuity Trusts to the reporting person and the contribution of 7,353 shares from the reporting person to Grantor Retained Annuity Trusts. |
F2 | The reporting person is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts. |
F3 | The reporting person is a Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed. |
F4 | The reporting person is the Trustee under trusts for the benefit of himself and his children. |
F5 | The reporting person is the Trustee of trusts for the benefit of his children and their descendants and in which the reporting person retains a partial interest. The reporting person disclaims beneficial ownership of the shares held in the trust except to the extent of his partial interest. |
F6 | The reporting person is the Trustee under trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed. The shares previously had been held under a charitable lead unitrust, for which the reporting person was Trustee and in which the reporting person's children had remainder interests. |
F7 | Beneficial ownership of securities is expressly disclaimed. |