SEC Form 4 · accession 0001096343-15-000091
MARKEL GROUP INC. · MKL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Anthony F Markel
Officer — Vice Chairman · Director
Period of report
Sep 15, 2015
Accepted (ET)
Sep 17, 2015 · 4:33 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001096343
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Sep 15, 2015 | G | 2,327 | $0.00 | D | 12,607 | I | By Trust |
| Common StockF2 | holding | — | — | — | 78,817 | D | ||
| Common StockF3 | holding | — | — | — | 6,220 | I | As Trustee | |
| Common StockF4 | holding | — | — | — | 3,366 | I | As Trustee | |
| Common StockF5 | holding | — | — | — | 3,086 | I | As Trustee | |
| Common StockF4 | holding | — | — | — | 2,850 | I | As Trustee | |
| Common StockF6 | holding | — | — | — | 2,443 | I | By Trust | |
| Common StockF4 | holding | — | — | — | 1,961 | I | As Trustee |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts.
- F2The direct holding balance of Mr. Markel reflects the distribution of 1,924 shares from Grantor Retained Annuity Trusts to Mr. Markel.
- F3Mr. Markel is the Trustee under trusts for the benefit of himself and his children.
- F4Mr. Markel is the Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed.
- F5Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed.
- F6Mr. Markel is the Trustee of a trust 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 trust except to the extent of his partial interest.