SEC Form 5 · accession 0001209191-15-013602
MARKEL GROUP INC. · MKL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Steven A Markel
Officer — Vice Chairman · Director
Period of report
Dec 31, 2014
Accepted (ET)
Feb 13, 2015 · 4:38 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 | Dec 11, 2013 | G | 1,000 | $0.00 | D | 125,805 | D | |
| Common Stock | Nov 18, 2014 | G | 1,450 | $0.00 | D | 124,355 | D | |
| Common Stock | Dec 11, 2014 | G | 1,450 | $0.00 | D | 122,905 | D | |
| Common StockF2 | holding | — | — | — | 19,700 | I | By Trust | |
| Common StockF3 | holding | — | — | — | 15,000 | I | By Spouse | |
| Common StockF4 | holding | — | — | — | 3,875 | I | By Trust | |
| Common StockF5,F6 | holding | — | — | — | 2,000 | I | 401(K) Plan |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1This gift of 1,000 shares was inadvertently excluded from Mr. Markel's Form 4 filings made since the date of the gift.
- F2Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts.
- F3Beneficial ownership of securities is expressly disclaimed.
- F4Mr. Markel is trustee and retains a partial interest in the trust. The amount reported reflects all the securities held by the trust, but Mr. Markel disclaims beneficial ownership except with respect to his interest in the trust.
- F5Update of year-end 401(K) Plan holdings.
- F6Holdings under the Markel Corporation 401(K) Plan are reported in units. The information reported herein is based on a plan statement dated as of December 31, 2014 and utilizes the closing stock price on that date of $682.84 per share. As of December 31, 2014, a unit under the Plan represented one share of Common Stock.