SEC Form 5 · accession 0001209191-19-010521
Xylem Inc. · XYL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Markos I Tambakeras
Director
Period of report
Dec 31, 2018
Accepted (ET)
Feb 15, 2019 · 3:31 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001524472
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1,F2 | Aug 8, 2018 | G | 6,599 | $0.00 | D | 6,620 | I | Tambakeras 2018 Grantor Retained Annuity Trust |
| Common StockF3,F4 | Dec 21, 2018 | G | 4,065 | $0.00 | D | 56,455 | I | Tambakeras Family Trust |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1On August 8, 2018, 6,599 shares of Xylem Inc. common stock were transferred from the reporting person's family trust to the reporting person's 2018 Grantor Retained Annuity Trust account.
- F2An additional 20 shares accrued through a qualified DRIP.
- F3On December 21, 2018, 4,065 shares of Xylem Inc. common stock were gifted from the reporting person's personal brokerage account to the Tambakeras Family Trust, of which the reporting person is the sole beneficiary.
- F4Reflects a transfer of 31,005 shares of Xylem Inc. common stock from the reporting person's personal brokerage account to the Tambakeras Family Trust, of which the reporting person is the sole beneficiary.