Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Chief Administrative Officer | February 21, 2018 | February 23, 2018 |
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 February 21, 2018 · Filed February 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,656.4921 |
Reported balance
After 2018-02-21 transaction · row 1
1 source rowRow 1 · 2018-02-21 · Grant · Acquired 345 · Balance 11,656.4921 F1: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2020. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 1,412.82 |
Reported balance
Holding disclosure · report date 2018-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,412.82 F2: Holdings under the Markel Corporation 401(K) Plan are reported in units. The information reported herein is based on a plan statement dated as of December 31, 2017 and utilizes the most recent closing stock price on that date of $1,139.13 per share. As of December 31, 2017, a unit under the Plan represented one share of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,859 |
Reported balance
Holding disclosure · report date 2018-02-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,859 F3: Beneficial ownership of securities is expressly disclaimed. |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 100 |
Reported balance
Holding disclosure · report date 2018-02-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2020.
F2: Holdings under the Markel Corporation 401(K) Plan are reported in units. The information reported herein is based on a plan statement dated as of December 31, 2017 and utilizes the most recent closing stock price on that date of $1,139.13 per share. As of December 31, 2017, a unit under the Plan represented one share of Common Stock.
F3: 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 |
|---|---|---|---|---|---|---|
| February 21, 2018 Filed Feb 23, 2018 21:40 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 345 | $1,112.73 | $383,891.85 |
DisclosureSEC source: 0001096343-18-000056 · wf-form4_151942198752092.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,656.4921 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2020. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:53 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 73 | $1,130.97 | $82,560.81 |
DisclosureSEC source: 0001096343-18-000018 · wf-form4_151631238851478.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,311.4921 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 21:28 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000196 · wf-form4_151397811173854.xml · nonDerivative · entry 3 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,384.4921 Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 21:28 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000196 · wf-form4_151397811173854.xml · nonDerivative · entry 5 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,859 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 21:28 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000196 · wf-form4_151397811173854.xml · nonDerivative · entry 2 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,406.4921 Read SEC document |
| December 19, 2017 Filed Dec 22, 2017 21:28 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000196 · wf-form4_151397811173854.xml · nonDerivative · entry 4 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,925 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 19, 2017 Filed Dec 22, 2017 21:28 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000196 · wf-form4_151397811173854.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,481.4921 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 593 | $1,112.05 | $659,445.65 |
DisclosureSEC source: 0001096343-17-000185 · wf-form4_151268265987187.xml · nonDerivative · entry 2 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,499.4921 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 148 | $1,101.82 | $163,069.36 |
DisclosureSEC source: 0001096343-17-000185 · wf-form4_151268265987187.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,092.4921 Read SEC document |
| November 21, 2017 Filed Nov 29, 2017 21:34 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000172 · wf-form4_151199123485438.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,943 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000167 · wf-form4_151060895298614.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,953 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 0.0691 | $979.18 | $67.66 |
DisclosureSEC source: 0001096343-17-000060 · wf-form4_148952348392615.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,240.4921 F1 · shares: Shares acquired pursuant to, or bonus shares granted under, Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 391 | $981.23 | $383,660.93 |
DisclosureSEC source: 0001096343-17-000040 · wf-form4_148788552235769.xml · nonDerivative · entry 2 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,240.423 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2019. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 86 | $973.82 | $83,748.52 |
DisclosureSEC source: 0001096343-17-000040 · wf-form4_148788552235769.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,849.423 Read SEC document |
| December 20, 2016 Filed Feb 14, 2017 21:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000015 · wf-form5_148710793570146.xml · nonDerivative · entry 6 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Disclosed balance after: 100 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 20, 2016 Filed Feb 14, 2017 21:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000015 · wf-form5_148710793570146.xml · nonDerivative · entry 3 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 1,963 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 20, 2016 Filed Feb 14, 2017 21:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000015 · wf-form5_148710793570146.xml · nonDerivative · entry 1 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,935.423 Read SEC document |
| December 16, 2016 Filed Feb 14, 2017 21:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000015 · wf-form5_148710793570146.xml · nonDerivative · entry 2 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,023 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 23, 2015 Filed Feb 14, 2017 21:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000015 · wf-form5_148710793570146.xml · nonDerivative · entry 5 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Disclosed balance after: 70 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. Read SEC document |
| December 15, 2014 Filed Feb 14, 2017 21:42 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000015 · wf-form5_148710793570146.xml · nonDerivative · entry 4 Glisson Britton L. · CIK 0001454630 · Chf Admin Off-Pres Global Ins 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Disclosed balance after: 40 F1 · ownership.nature: Beneficial ownership of securities is expressly disclaimed. 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.