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Qualified Annuity Trust under the James J. Kim 2018-1 Qualified Annuity Trust Agreement dtd 8/30/18

Disclosed activity across 1 company

Tapewire entity
131240
SEC CIK
0001752917

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMKOR TECHNOLOGY, INC.AMKR · Entity 3481Member of 10% owner group (4)October 01, 2021January 21, 2022

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

AMKOR TECHNOLOGY, INC.

Report date October 01, 2021 · Filed January 21, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Ending reported balance After 2021-10-04 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2021-10-01 · Gift · Disposed 328,350 · Balance 1,252,384

F1: On October 1, 2021, the reporting person distributed 328,350 shares of the Issuer's Common Stock to James J. Kim. The co-trustees of the trust are James J. Kim and Susan Y. Kim.

Row 2 · 2021-10-04 · Gift · Disposed 626,192 · Balance 626,192

F2: On October 4, 2021, the reporting person distributed 626,192 shares of the Issuer's Common Stock to Susan Y. Kim.

Row 3 · 2021-10-04 · Gift · Disposed 626,192 · Balance 0

F3: On October 4, 2021, the reporting person distributed 626,192 shares of the Issuer's Common Stock to John T. Kim.

Filing footnotes · ownership attribution and instrument terms

F1: On October 1, 2021, the reporting person distributed 328,350 shares of the Issuer's Common Stock to James J. Kim. The co-trustees of the trust are James J. Kim and Susan Y. Kim.

F2: On October 4, 2021, the reporting person distributed 626,192 shares of the Issuer's Common Stock to Susan Y. Kim.

F3: On October 4, 2021, the reporting person distributed 626,192 shares of the Issuer's Common Stock to John T. Kim.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 04, 2021 Filed Jan 21, 2022 01:54 UTC AMKOR TECHNOLOGY, INC. AMKR · Entity 3481 GiftCommon Stock 626,192 $24.70 $15,466,942.40
Disclosure

SEC source: 0000899243-22-002762 · doc4.xml · nonDerivative · entry 3

Qualified Annuity Trust under the James J. Kim 2018-1 Qualified Annuity Trust Agreement dtd 8/30/18 · CIK 0001752917 · Member of 10% owner group (4)

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F3 · shares: On October 4, 2021, the reporting person distributed 626,192 shares of the Issuer's Common Stock to John T. Kim.

Read SEC document
October 04, 2021 Filed Jan 21, 2022 01:54 UTC AMKOR TECHNOLOGY, INC. AMKR · Entity 3481 GiftCommon Stock 626,192 $24.70 $15,466,942.40
Disclosure

SEC source: 0000899243-22-002762 · doc4.xml · nonDerivative · entry 2

Qualified Annuity Trust under the James J. Kim 2018-1 Qualified Annuity Trust Agreement dtd 8/30/18 · CIK 0001752917 · Member of 10% owner group (4)

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 626,192

F2 · shares: On October 4, 2021, the reporting person distributed 626,192 shares of the Issuer's Common Stock to Susan Y. Kim.

Read SEC document
October 01, 2021 Filed Jan 21, 2022 01:54 UTC AMKOR TECHNOLOGY, INC. AMKR · Entity 3481 GiftCommon Stock 328,350 $25.11 $8,244,868.50
Disclosure

SEC source: 0000899243-22-002762 · doc4.xml · nonDerivative · entry 1

Qualified Annuity Trust under the James J. Kim 2018-1 Qualified Annuity Trust Agreement dtd 8/30/18 · CIK 0001752917 · Member of 10% owner group (4)

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,252,384

F1 · shares: On October 1, 2021, the reporting person distributed 328,350 shares of the Issuer's Common Stock to James J. Kim. The co-trustees of the trust are James J. Kim and Susan Y. Kim.

Read SEC document
December 15, 2020 Filed Feb 16, 2021 13:43 UTC AMKOR TECHNOLOGY, INC. AMKR · Entity 3481 GiftCommon Stock 446,316 $15.40 $6,873,266.40
Disclosure

SEC source: 0000899243-21-006539 · doc5.xml · nonDerivative · entry 1

Qualified Annuity Trust under the James J. Kim 2018-1 Qualified Annuity Trust Agreement dtd 8/31/18 · CIK 0001752917 · Exhibit 99.1

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,580,734

F1 · kind: On December 15, 2020, the James J. Kim 2018-1 Qualified Annuity Trust U/A Dated 8/30/18 distributed 446,316 shares of the Issuer's Common Stock to James J. Kim. James J. Kim and Susan Y. Kim are co-trustees of the trust.

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December 16, 2019 Filed Feb 14, 2020 17:34 UTC AMKOR TECHNOLOGY, INC. AMKR · Entity 3481 OtherCommon Stock 443,100 $12.92 $5,724,852.00
Disclosure

SEC source: 0000899243-20-004616 · doc5.xml · nonDerivative · entry 1

Qualified Annuity Trust under the James J. Kim 2018-1 Qualified Annuity Trust Agreement dtd 8/31/18 · CIK 0001752917 · Exhibit 99.1

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,027,050

F1 · kind: On December 16, 2019, the James J. Kim 2018-1 Qualified Annuity Trust U/A dtd 8/30/18 transferred 443,100 shares of the Issuer's Common Stock to James J. Kim. James J. Kim and Susan Y. Kim are co-trustees of the trust.

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September 07, 2018 Filed Feb 14, 2019 22:21 UTC AMKOR TECHNOLOGY, INC. AMKR · Entity 3481 OtherCommon Stock 2,470,150 $7.86 $19,415,379.00
Disclosure

SEC source: 0000899243-19-003650 · doc5.xml · nonDerivative · entry 1

Qualified Annuity Trust under the James J. Kim 2018-1 Qualified Annuity Trust Agreement dtd 8/31/18 · CIK 0001752917 · Exhibit 99.1

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,470,150

F1 · kind: On September 7, 2018, James J. Kim transferred 2,470,150 shares of the Issuer's Common Stock to the James J. Kim 2018-1 Qualified Annuity Trust U/A dtd 8/30/18. James J. Kim and Susan Y. Kim are co-trustees.

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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.