Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | SAM | Class A Common | Gift | $0 | +39K | +50.24% | $0.00 | 117K | Dec 16, 2021 | By Foundation managed by Reporting Person | F1 |
holding | SAM | Class A Common | 400 | Dec 16, 2021 | Direct | ||||||
holding | SAM | Class A Common | 33.2K | Dec 16, 2021 | By LLC managed by Reporting Person | F2 | |||||
holding | SAM | Class A Common | 23.5K | Dec 16, 2021 | By spouse as custodian for children under UGTMA | ||||||
holding | SAM | Class A Common | 20.5K | Dec 16, 2021 | By LLC managed by Reporting Person( | F3 | |||||
holding | SAM | Class A Common | 3.66K | Dec 16, 2021 | By adult children. Reporting Person disclaims beneficial ownership | ||||||
holding | SAM | Class A Common | 2.53K | Dec 16, 2021 | As trustee in trust for children |
Id | Content |
---|---|
F1 | This transaction is a Form 5 transaction being voluntarily reported early. On the Transaction Date, the Reporting Person's spouse gifted 39,000 shares from his direct ownership into a Foundation that the Reporting Person's spouse controls. The Reporting Person serves on the Board of Directors of the Foundation, but disclaims beneficial ownership of the shares. |
F2 | The shares are held by an LLC managed by the Reporting Person and owned by Trusts established for the benefit of the Reporting Person's children and the Reporting Person's spouse's children. The Reporting Person is the Trustee or Co-Trustee for each Trust. |
F3 | The shares are held by West Summit Grand LLC, a limited liability company managed by the Reporting Person. The Reporting Person expressly disclaims beneficial ownership of the securities except to the extent of her pecuniary interest therein. |