organization · Reporting owner
Michael F. Petrie Grantor Retained Annuity Trust
Disclosed activity across 1 company
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Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Merchants Bancorp
Report date January 03, 2018 · Filed February 09, 2018
Section 16 reporting ended · disclosed 2018-02-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-01-03 transaction · row 1
1 source rowRow 1 · 2018-01-03 · Gift · Disposed 4,957,250 · Balance 0 F1: Distribution pursuant to the terms of The Michael F. Petrie Grantor Retained Annuity Trust to beneficiaries who are Mr. Petrie and trusts for the adult children of Mr. and Mrs. Petrie for which Mrs. Petrie is the trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution pursuant to the terms of The Michael F. Petrie Grantor Retained Annuity Trust to beneficiaries who are Mr. Petrie and trusts for the adult children of Mr. and Mrs. Petrie for which Mrs. Petrie is the trustee.
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 |
|---|---|---|---|---|---|---|
| January 03, 2018 Filed Feb 9, 2018 19:15 UTC | Merchants Bancorp MBIN · Entity 4382 | GiftCommon Stock | 4,957,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001913 · edgar.xml · nonDerivative · entry 1 Michael F. Petrie Grantor Retained Annuity Trust · CIK 0001719820 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Distribution pursuant to the terms of The Michael F. Petrie Grantor Retained Annuity Trust to beneficiaries who are Mr. Petrie and trusts for the adult children of Mr. and Mrs. Petrie for which Mrs. Petrie is the trustee. 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.