SEC Form 4 · accession 0001096343-17-000157
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
Jul 6, 2016
Accepted (ET)
Nov 1, 2017 · 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 StockF1 | Jul 6, 2016 | G | 1,000 | $0.00 | D | 44,650 | D | |
| Common StockF1 | Feb 13, 2017 | G | 770 | $0.00 | D | 43,880 | D | |
| Common StockF1 | Apr 5, 2017 | G | 1,000 | $0.00 | D | 42,880 | D | |
| Common StockF1,F2 | Sep 28, 2017 | G | 965 | $0.00 | D | 35,334 | I | By Trust |
| Common StockF3 | Oct 30, 2017 | S | 169 | $1,096.26 | D | 2,717 | I | As Trustee |
| Common StockF4 | holding | — | — | — | 6,220 | I | As Trustee | |
| Common StockF3 | holding | — | — | — | 3,366 | I | As Trustee | |
| Common Stock | holding | — | — | — | 2,850 | I | As Trustee | |
| Common StockF5 | holding | — | — | — | 2,443 | I | By Trust | |
| Common StockF6 | holding | — | — | — | 1,961 | I | As Trustee |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 5,399 shares from Grantor Retained Annuity Trusts to Mr. Markel and the contribution of 22,557 shares from Mr. Markel to Grantor Retained Annuity Trusts.
- F2Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts.
- 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 under trusts for the benefit of himself and his children.
- F5Mr. 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.
- F6Mr. Markel is the Trustee of irrevocable trusts for the benefit of his children. Beneficial ownership of securities is expressly disclaimed.