SEC Form 5 · accession 0001096343-19-000031
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
Dec 31, 2018
Accepted (ET)
Feb 13, 2019 · 5:32 pm EST
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 | Nov 12, 2018 | G | 1,000 | $0.00 | D | 43,597 | D | |
| Common StockF1,F2 | holding | — | — | — | 30,524 | I | By Trust | |
| Common StockF3 | holding | — | — | — | 6,220 | I | As Trustee | |
| Common StockF4 | holding | — | — | — | 3,366 | I | As Trustee | |
| Common StockF4 | holding | — | — | — | 2,850 | I | As Trustee | |
| Common StockF5 | holding | — | — | — | 2,520 | 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
- F1The total reported for Grantor Retained Annuity Trusts (as well as the direct holding balance of Mr. Markel) also reflects the distribution of 891 shares from Grantor Retained Annuity Trusts to Mr. Markel.
- 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 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.