SEC Form 4 · accession 0001096343-16-000243
MARKEL GROUP INC. · MKL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
A later amendment supersedes this filing — read the amendment. The figures below are kept as originally reported (version chain, not an overwrite).
Reporting owner
Anthony F Markel
Officer — Vice Chairman · Director
Period of report
May 10, 2016
Accepted (ET)
May 12, 2016 · 4:32 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 Stock | May 10, 2016 | S | 95 | $961.00 | D | 70,580 | D | |
| Common StockF1 | holding | — | — | — | 13,610 | I | By Trust | |
| Common StockF2 | holding | — | — | — | 6,220 | I | As Trustee | |
| Common StockF3 | holding | — | — | — | 3,366 | I | As Trustee | |
| Common StockF3 | holding | — | — | — | 3,086 | I | As Trustee | |
| Common Stock | holding | — | — | — | 2,850 | I | As Trustee | |
| Common StockF4 | holding | — | — | — | 2,443 | I | By Trust | |
| Common StockF5 | 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.
- F2Mr. Markel is the Trustee under trusts for the benefit of himself and his children.
- F3Mr. Markel is the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed.
- F4Mr. 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.
- F5Mr. Markel is the Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed.