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NYSE · USD

GRMN

GARMIN LTD

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Tapewire entity
3024
SEC CIK
0001121788
Parsed reports
667

Last 12 months

Inside the activity.

0 purchase rows · 44 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202504
Jan 202602
Feb 2026017
Mar 202601
Apr 202600
May 202602
Jun 202606
Jul 202605
Aug 202607
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 18, 2025 Filed Aug 18, 2025 18:22 UTC GiftRegistered Shares 277,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000058 · primary_doc.xml · nonDerivative · entry 3

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 4,945,052

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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August 15, 2025 Filed Aug 18, 2025 18:22 UTC GiftRegistered Shares 45,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000058 · primary_doc.xml · nonDerivative · entry 6

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 2,024,643

Read SEC document
August 15, 2025 Filed Aug 18, 2025 18:22 UTC GiftRegistered Shares 45,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000058 · primary_doc.xml · nonDerivative · entry 2

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 738,800

F2 · ownership.nature: The reporting person is a co-trustee of multiple grantor retained annuity trusts (GRATs) established by him, and his children hold the remainder interests therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interests therein.

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August 11, 2025 Filed Aug 12, 2025 01:55 UTC
LINK EDWARD J.VP, Information Technology
SaleRegistered Shares 1,718 $230.00 $395,140.00
Disclosure

SEC source: 0002055228-25-000004 · ownership.xml · nonDerivative · entry 1

LINK EDWARD J. · CIK 0002055228 · VP, Information Technology

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,703

F1 · balance_after: Includes (i) 5,908 unvested shares acquired pursuant to previously granted restricted stock unit awards and (ii) 69 shares acquired in June 2025 under the Garmin Ltd. Employee Stock Purchase Plan.

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August 08, 2025 Filed Aug 12, 2025 01:55 UTC
Straub PhilipEVP, Man. Director - Aviation
GiftRegistered Shares 440 $0.00 $0.00
Disclosure

SEC source: 0001533581-25-000004 · ownership.xml · nonDerivative · entry 1

Straub Philip · CIK 0001533581 · EVP, Man. Director - Aviation

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,694.5

F1 · kind: Shares gifted to a charitable organization.

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August 08, 2025 Filed Aug 28, 2025 01:55 UTC Amendment
Straub PhilipEVP, Man. Director - Aviation
GiftRegistered Shares 440 $0.00 $0.00
Disclosure

SEC source: 0001533581-25-000007 · ownership.xml · nonDerivative · entry 1

Straub Philip · CIK 0001533581 · EVP, Man. Director - Aviation

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,694.5

F1 · kind: Shares gifted to a charitable organization.

F2 · balance_after: Includes 21,549 unvested shares acquired pursuant to previously granted restricted stock unit awards.

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August 07, 2025 Filed Aug 8, 2025 15:06 UTC GiftRegistered Shares 816,902 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000056 · primary_doc.xml · nonDerivative · entry 7

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 0

F6 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and his mother's attorney-in-fact and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
August 07, 2025 Filed Aug 8, 2025 15:06 UTC GiftRegistered Shares 250,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000056 · primary_doc.xml · nonDerivative · entry 6

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 1,979,643

Read SEC document
August 07, 2025 Filed Aug 8, 2025 15:06 UTC GiftRegistered Shares 816,902 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000056 · primary_doc.xml · nonDerivative · entry 3

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 5,222,052

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
August 07, 2025 Filed Aug 8, 2025 15:06 UTC GiftRegistered Shares 250,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000056 · primary_doc.xml · nonDerivative · entry 2

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 783,800

F2 · ownership.nature: The reporting person is a co-trustee of multiple grantor retained annuity trusts (GRATs) established by him, and his children hold the remainder interests therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interests therein.

Read SEC document
August 06, 2025 Filed Aug 7, 2025 01:55 UTC
MINARD LAURIE AVP, Human Resources
SaleRegistered Shares 787 $230.00 $181,010.00
Disclosure

SEC source: 0000950170-25-104482 · ownership.xml · nonDerivative · entry 1

MINARD LAURIE A · CIK 0002011960 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,547

F1 · balance_after: Includes (i) 4,491 unvested shares acquired pursuant to previously granted restricted stock unit awards and (ii) 56 shares acquired in June 2025 under the Garmin Ltd. Employee Stock Purchase Plan.

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July 03, 2025 Filed Jul 8, 2025 01:55 UTC
Boessen Douglas G.CFO and Treasurer
SaleRegistered Shares 1,859 $215.00 $399,685.00
Disclosure

SEC source: 0000950170-25-094433 · ownership.xml · nonDerivative · entry 1

Boessen Douglas G. · CIK 0001450652 · CFO and Treasurer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,146

F1 · kind: Pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2025.

F2 · balance_after: Includes (i) 17,947 unvested shares acquired pursuant to previously granted restricted stock unit awards and (ii) 69 shares acquired in June 2025 under the Garmin Ltd. Employee Stock Purchase Plan.

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June 16, 2025 Filed Jun 17, 2025 21:18 UTC
PEMBLE CLIFTON ADirector · President and CEO
SaleRegistered Shares 879 $204.00 $179,312.22
Disclosure

SEC source: 0000950170-25-087512 · ownership.xml · nonDerivative · entry 3

PEMBLE CLIFTON A · CIK 0001264835 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 141,626

F1 · kind: Pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2025.

F5 · price: This transaction was executed in multiple trades at prices ranging from $203.84 to $204.37. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Garmin Ltd. or a security holder of Garmin Ltd. full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Includes 74,367 unvested shares acquired pursuant to previously granted restricted stock unit awards.

Read SEC document
June 16, 2025 Filed Jun 17, 2025 21:18 UTC
PEMBLE CLIFTON ADirector · President and CEO
SaleRegistered Shares 5,846 $203.39 $1,189,034.31
Disclosure

SEC source: 0000950170-25-087512 · ownership.xml · nonDerivative · entry 2

PEMBLE CLIFTON A · CIK 0001264835 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 142,505

F1 · kind: Pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $202.80 to $203.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Garmin Ltd. or a security holder of Garmin Ltd. full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Includes 74,367 unvested shares acquired pursuant to previously granted restricted stock unit awards.

Read SEC document
June 16, 2025 Filed Jun 17, 2025 21:18 UTC
PEMBLE CLIFTON ADirector · President and CEO
SaleRegistered Shares 1,174 $202.01 $237,163.03
Disclosure

SEC source: 0000950170-25-087512 · ownership.xml · nonDerivative · entry 1

PEMBLE CLIFTON A · CIK 0001264835 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 148,351

F1 · kind: Pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $201.42 to $202.39. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Garmin Ltd. or a security holder of Garmin Ltd. full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Includes 74,367 unvested shares acquired pursuant to previously granted restricted stock unit awards.

Read SEC document
June 13, 2025 Filed Jun 16, 2025 18:27 UTC GiftRegistered Shares 1,012,098 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000048 · primary_doc.xml · nonDerivative · entry 8

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs (3)

Disclosed balance after: 4,405,150

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
June 13, 2025 Filed Jun 16, 2025 18:27 UTC GiftRegistered Shares 308,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000048 · primary_doc.xml · nonDerivative · entry 7

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust (6)

Disclosed balance after: 816,902

F6 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney-in-fact and also holds a remainder interest in the securities held in such trust. The reporting ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
June 13, 2025 Filed Jun 16, 2025 18:27 UTC GiftRegistered Shares 337,366 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000048 · primary_doc.xml · nonDerivative · entry 5

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust (5)

Disclosed balance after: 1,382,199

F5 · ownership.nature: The reporting person is a co-trustee of a GRAT remainder trust established for his benefit.

Read SEC document
June 13, 2025 Filed Jun 16, 2025 18:27 UTC GiftRegistered Shares 308,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000048 · primary_doc.xml · nonDerivative · entry 3

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs (3)

Disclosed balance after: 5,417,248

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
June 09, 2025 Filed Jun 9, 2025 19:43 UTC GiftRegistered Shares 508,902 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000047 · primary_doc.xml · nonDerivative · entry 8

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 508,902

F9 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney in fact and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
June 09, 2025 Filed Jun 9, 2025 19:43 UTC GiftRegistered Shares 508,902 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000047 · primary_doc.xml · nonDerivative · entry 4

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 5,725,248

F6 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
June 07, 2025 Filed Jun 9, 2025 21:30 UTC Tax withholdingRegistered Shares 273 $207.45 $56,633.85
Disclosure

SEC source: 0000950170-25-083877 · ownership.xml · nonDerivative · entry 2

Ball Susan M. · CIK 0001554999 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,850

F3 · shares: 1,090 shares that were acquired pursuant to an award of restricted stock units on June 7, 2024 vested and were released to the reporting person. Of these 1,090 shares, 273 shares were withheld to pay a resulting tax liability.

F4 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1.

Read SEC document
June 07, 2025 Filed Jun 9, 2025 21:30 UTC Tax withholdingRegistered Shares 273 $207.45 $56,633.85
Disclosure

SEC source: 0000950170-25-083875 · ownership.xml · nonDerivative · entry 2

Hartnett Joseph J · CIK 0001446349 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,382

F3 · shares: 1,090 shares that were acquired pursuant to an award of restricted stock units on June 7, 2024 vested and were released to the reporting person. Of these 1,090 shares, 273 shares were withheld to pay a resulting tax liability.

F4 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1.

Read SEC document
June 07, 2025 Filed Jun 9, 2025 21:30 UTC Tax withholdingRegistered Shares 273 $207.45 $56,633.85
Disclosure

SEC source: 0000950170-25-083876 · ownership.xml · nonDerivative · entry 2

LEWIS CATHERINE A. · CIK 0001582992 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,407

F3 · shares: 1,090 shares that were acquired pursuant to an award of restricted stock units on June 7, 2024 vested and were released to the reporting person. Of these 1,090 shares, 273 shares were withheld to pay a resulting tax liability.

F4 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1.

Read SEC document
June 07, 2025 Filed Jun 9, 2025 19:43 UTC Tax withholdingRegistered Shares 273 $207.45 $56,633.85
Disclosure

SEC source: 0001014108-25-000047 · primary_doc.xml · nonDerivative · entry 2

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,351

F3 · shares: 1,090 shares that were acquired pursuant to an award of restricted stock units on June 7, 2024 and were released to the reporting person. Of these 1,090 shares, 273 shares were withheld to pay a resulting tax liability.

F4 · balance_after: Includes the 858 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1.

Read SEC document
June 06, 2025 Filed Jun 9, 2025 21:30 UTC GrantRegistered Shares 858 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083877 · ownership.xml · nonDerivative · entry 1

Ball Susan M. · CIK 0001554999 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,123

F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 6, 2026.

F2 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1 and 1,090 shares acquired pursuant a previously granted restricted stock unit award.

Read SEC document
June 06, 2025 Filed Jun 9, 2025 21:30 UTC GrantRegistered Shares 858 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083875 · ownership.xml · nonDerivative · entry 1

Hartnett Joseph J · CIK 0001446349 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,655

F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 6, 2026.

F2 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1 and 1,090 shares acquired pursuant a previously granted restricted stock unit award.

Read SEC document
June 06, 2025 Filed Jun 9, 2025 21:30 UTC GrantRegistered Shares 858 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-083876 · ownership.xml · nonDerivative · entry 1

LEWIS CATHERINE A. · CIK 0001582992 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,680

F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 6, 2026.

F2 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1 and 1,090 shares acquired pursuant a previously granted restricted stock unit award.

Read SEC document
June 06, 2025 Filed Jun 9, 2025 19:43 UTC GrantRegistered Shares 858 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000047 · primary_doc.xml · nonDerivative · entry 1

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,624

F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. Non-Employee Directors' Equity Incentive Plan. The award vests on June 6, 2026.

F2 · balance_after: Includes the 858 unvested shares acquired pursuant to the grant of restricted stock unit award described in Footnote 1 and 1,090 unvested shares acquired pursuant to a previously granted restricted stock unit award.

Read SEC document
May 27, 2025 Filed May 29, 2025 16:57 UTC GiftRegistered Shares 15,600 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000046 · primary_doc.xml · nonDerivative · entry 6

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 2,229,643

Read SEC document
May 27, 2025 Filed May 29, 2025 16:57 UTC GiftRegistered Shares 15,600 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000046 · primary_doc.xml · nonDerivative · entry 2

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 533,800

F2 · ownership.nature: The reporting person is a co-trustee of multiple grantor retained annuity trusts (GRATs) established by him, and his children hold the remainder interests therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 13, 2025 Filed May 13, 2025 20:21 UTC GiftRegistered Shares 210,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000043 · primary_doc.xml · nonDerivative · entry 9

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 0

F6 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney-in-fact, and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 13, 2025 Filed May 13, 2025 20:21 UTC GiftRegistered Shares 210,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000043 · primary_doc.xml · nonDerivative · entry 8

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 6,234,150

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 12, 2025 Filed May 13, 2025 20:21 UTC GiftRegistered Shares 210,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000043 · primary_doc.xml · nonDerivative · entry 6

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 210,000

F6 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney-in-fact, and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 12, 2025 Filed May 13, 2025 20:21 UTC GiftRegistered Shares 210,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000043 · primary_doc.xml · nonDerivative · entry 3

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 6,024,150

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 07, 2025 Filed May 9, 2025 19:45 UTC GiftRegistered Shares 250,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000042 · primary_doc.xml · nonDerivative · entry 7

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 2,214,043

Read SEC document
May 07, 2025 Filed May 9, 2025 19:45 UTC GiftRegistered Shares 256,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000042 · primary_doc.xml · nonDerivative · entry 6

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 0

F6 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney-in-fact, and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 07, 2025 Filed May 9, 2025 19:45 UTC GiftRegistered Shares 256,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000042 · primary_doc.xml · nonDerivative · entry 3

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 6,234,150

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 07, 2025 Filed May 9, 2025 19:45 UTC GiftRegistered Shares 250,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000042 · primary_doc.xml · nonDerivative · entry 2

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 549,400

F2 · ownership.nature: The reporting person is a co-trustee of multiple grantor retained annuity trusts (GRATs) established by him, and his children hold the remainder interests therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
May 05, 2025 Filed May 7, 2025 19:25 UTC GiftRegistered Shares 116,002 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000041 · primary_doc.xml · nonDerivative · entry 8

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 2,464,043

Read SEC document
May 05, 2025 Filed May 7, 2025 19:25 UTC GiftRegistered Shares 348,006 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000041 · primary_doc.xml · nonDerivative · entry 4

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By CLATs

Disclosed balance after: 0

F4 · ownership.nature: The reporting person is a co-trustee of several charitable lead annuity trusts (CLATs) and holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
March 17, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 224,400 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 12

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 256,000

F7 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney-in-fact, and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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March 17, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 224,400 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 11

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 5,978,150

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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March 14, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 6,600 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 10

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 31,600

F7 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney-in-fact, and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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March 14, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 481,500 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 9

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 6,202,550

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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March 14, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 504,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 8

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By GRATs

Disclosed balance after: 6,684,050

F3 · ownership.nature: The reporting person is a co-trustee of several grantor retained annuity trusts (GRATs) established by his mother, and he holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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March 14, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 2,348,041 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 7

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 2,348,041

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March 14, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 504,000 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 6

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 25,000

F7 · ownership.nature: The reporting person is a co-trustee of his mother's revocable trust and is his mother's attorney-in-fact, and also holds a remainder interest in the securities held in such trust. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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March 14, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 158,300 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 5

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By trust

Disclosed balance after: 1,044,833

F6 · ownership.nature: The reporting person is a co-trustee of a GRAT remainder trust established for his benefit.

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March 14, 2025 Filed Mar 17, 2025 22:03 UTC GiftRegistered Shares 7,010,523 $0.00 $0.00
Disclosure

SEC source: 0001014108-25-000028 · primary_doc.xml · nonDerivative · entry 3

BURRELL JONATHAN · CIK 0001134084 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By CLATs

Disclosed balance after: 348,006

F4 · ownership.nature: The reporting person is a co-trustee of several charitable lead annuity trusts (CLATs) and holds a remainder interest therein. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.