Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Director | November 03, 2020 | November 05, 2020 |
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.
MARKEL GROUP INC.
Report date November 03, 2020 · Filed November 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,879.387 |
Reported balance
After 2020-11-03 transaction · row 1
1 source rowRow 1 · 2020-11-03 · Sale · Disposed 997 · Balance 1,879.387 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 2,028 |
Last balance in matching sequence
After 2020-11-03 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2020-11-03 · Sale · Disposed 779 · Balance 2,249 F1: Beneficial ownership of securities is expressly disclaimed. Row 3 · 2020-11-03 · Sale · Disposed 221 · Balance 2,028 F1: Beneficial ownership of securities is expressly disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: Beneficial ownership of securities is expressly disclaimed.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 03, 2020 Filed Nov 5, 2020 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 221 | $966.77 | $213,656.17 |
DisclosureSEC source: 0001096343-20-000139 · wf-form4_160461217402173.xml · nonDerivative · entry 3 KASEN STEWART M · CIK 0001053480 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,028 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 779 | $960.00 | $747,840.00 |
DisclosureSEC source: 0001096343-20-000139 · wf-form4_160461217402173.xml · nonDerivative · entry 2 KASEN STEWART M · CIK 0001053480 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,249 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 997 | $960.00 | $957,120.00 |
DisclosureSEC source: 0001096343-20-000139 · wf-form4_160461217402173.xml · nonDerivative · entry 1 KASEN STEWART M · CIK 0001053480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879.387 Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:22 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-20-000079 · wf-form4_158931851957894.xml · nonDerivative · entry 1 KASEN STEWART M · CIK 0001053480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,876.387 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 11, 2021. Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000136 · wf-form4_155795229543380.xml · nonDerivative · entry 1 KASEN STEWART M · CIK 0001053480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,730.387 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 13, 2020. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:41 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000104 · wf-form4_152650681040447.xml · nonDerivative · entry 1 KASEN STEWART M · CIK 0001053480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,609.387 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 14, 2019. Read SEC document |
| May 15, 2017 Filed May 16, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000087 · wf-form4_149497065837823.xml · nonDerivative · entry 1 KASEN STEWART M · CIK 0001053480 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499.387 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 15, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.