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Costco | 4: Statement of changes in beneficial ownership of securities-Director JELINEK W CRAIG

Costco | 4: Statement of changes in beneficial ownership of securities-Director JELINEK W CRAIG

好市多 | 4:持股變動聲明-董事 JELINEK W CRAIG
美股SEC公告 ·  12/24 05:42

牛牛AI助理已提取核心訊息

On 12/19/2024, Costco's CEO W. Craig Jelinek gifted 2,017 shares of common stock, classified as a bona fide gift transaction. The shares were disposed of at a price of $0, indicating a charitable donation or transfer to a trust.Following the transaction, Jelinek directly owns 204,365 shares of Costco common stock. Additionally, he indirectly holds 150,027 shares through various Grantor Retained Annuity Trusts (GRATs), including 96,727 shares in GRAT I, 16,650 shares each in GRAT II and III, and 10,000 shares each in GRAT IV and V.This gift transaction does not significantly alter Jelinek's substantial stake in Costco, demonstrating his continued alignment with the company's interests. The use of GRATs suggests strategic estate planning to potentially reduce tax liabilities while maintaining control over the assets.
On 12/19/2024, Costco's CEO W. Craig Jelinek gifted 2,017 shares of common stock, classified as a bona fide gift transaction. The shares were disposed of at a price of $0, indicating a charitable donation or transfer to a trust.Following the transaction, Jelinek directly owns 204,365 shares of Costco common stock. Additionally, he indirectly holds 150,027 shares through various Grantor Retained Annuity Trusts (GRATs), including 96,727 shares in GRAT I, 16,650 shares each in GRAT II and III, and 10,000 shares each in GRAT IV and V.This gift transaction does not significantly alter Jelinek's substantial stake in Costco, demonstrating his continued alignment with the company's interests. The use of GRATs suggests strategic estate planning to potentially reduce tax liabilities while maintaining control over the assets.
在2024年12月19日,好市多的首席執行官W. Craig Jelinek贈送了2017股普通股,作爲真正的贈與交易。這些股份以價格0美元處置,表明是慈善捐贈或轉讓給Trust。交易完成後,Jelinek直接擁有好市多204,365股普通股。此外,他通過各種贈與保留年金Trust(GRATs)間接持有150,027股,其中GRAT I爲96,727股,GRAT II和III各爲16,650股,GRAT IV和V各爲10,000股。這筆贈與交易並未顯著改變Jelinek在好市多的重大股權,展示了他與公司利益的持續一致性。使用GRATs表明了戰略性的遺產規劃,以潛在地減少稅務負擔,同時保持對資產的控制。
在2024年12月19日,好市多的首席執行官W. Craig Jelinek贈送了2017股普通股,作爲真正的贈與交易。這些股份以價格0美元處置,表明是慈善捐贈或轉讓給Trust。交易完成後,Jelinek直接擁有好市多204,365股普通股。此外,他通過各種贈與保留年金Trust(GRATs)間接持有150,027股,其中GRAT I爲96,727股,GRAT II和III各爲16,650股,GRAT IV和V各爲10,000股。這筆贈與交易並未顯著改變Jelinek在好市多的重大股權,展示了他與公司利益的持續一致性。使用GRATs表明了戰略性的遺產規劃,以潛在地減少稅務負擔,同時保持對資產的控制。

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