Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | ACIW | Common Stock | Gift | $0 | -14.9K | -100% | $0.00 | 0 | Sep 13, 2024 | by GRAT #3 | F1, F2, F3 |
transaction | ACIW | Common Stock | Gift | $0 | +14.9K | +833.65% | $0.00 | 16.7K | Sep 13, 2024 | by Trust | F1 |
holding | ACIW | Common Stock | 36K | Sep 13, 2024 | by GRAT #4 | F4, F5 | |||||
holding | ACIW | Common Stock | 44.5K | Sep 13, 2024 | Direct | F2, F4 |
Id | Content |
---|---|
F1 | On September 13, 2024, 14,939 Issuer shares were transferred from a grantor retained annuity trust ("GRAT") dated September 9, 2022 ("GRAT #3") to a trust regarding which Mr. Sanchez's spouse is trustee and Mr. Sanchez's child is the beneficiary (the "Trust"). |
F2 | On September 13, 2024, 15,147 Issuer shares were distributed from GRAT #3 to Mr. Sanchez. |
F3 | Mr. Sanchez is the sole settlor, trustee, and annuitant of GRAT #3. GRAT #3 has terminated. |
F4 | On September 13, 2024, 11,137 Issuer shares were distributed from a GRAT dated September 12, 2023 ("GRAT #4") to Mr. Sanchez. |
F5 | Mr. Sanchez is the sole settlor, trustee and annuitant of GRAT #4. |