SEC Form 4 · accession 0001209191-15-016048
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
Feb 17, 2015
Accepted (ET)
Feb 19, 2015 · 4:35 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 | Feb 17, 2015 | S | 90 | $730.82 | D | 3,202 | I | As Trustee |
| Common StockF2 | holding | — | — | — | 76,893 | D | ||
| Common StockF3 | holding | — | — | — | 17,782 | I | By Trust | |
| Common StockF4 | holding | — | — | — | 6,220 | I | As Trustee | |
| Common StockF5 | holding | — | — | — | 3,366 | I | As Trustee | |
| Common StockF5 | holding | — | — | — | 2,850 | I | As Trustee | |
| Common StockF6 | 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 the Trustee under a charitable lead unitrust in which his children have remainder interests. Beneficial ownership of securities is expressly disclaimed.
- F2The direct holding balance of Mr. Markel reflects the distribution of 1,149 shares from various GRATs to Mr. Markel and the issuance of 1,149 shares from Mr. Markel to the February 2015 GRAT.
- F3Mr. Markel is a Trustee and partial beneficiary of several Grantor Retained Annuity Trusts. The total reported represents the aggregate of the trusts.
- F4Mr. Markel is the Trustee under trusts for the benefit of himself and his children.
- F5Mr. Markel is the Trustee of irrevocable trusts for the benefit of his children. 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.