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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 ·  2024/12/24 05:42

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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CEO W. Craig Jelinek贈送了2,017股普通股，歸類爲真實的贈與交易。這些股份以0美元的價格處置，表明這是一次慈善捐贈或轉移到信託的行爲。交易之後，Jelinek直接持有好市多的204,365股普通股。此外，他還通過多種贈與保留年金信託（GRATs）間接持有150,027股，包括在GRAT I中的96,727股，在GRAT II和III中的各16,650股，以及在GRAT IV和V中的各10,000股。這次贈與交易並沒有顯著改變Jelinek在好市多的重大持股，顯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，可能旨在減少稅負，同時保持對資產的控制。
在2024年12月19日，好市多CEO W. Craig Jelinek贈送了2,017股普通股，歸類爲真實的贈與交易。這些股份以0美元的價格處置，表明這是一次慈善捐贈或轉移到信託的行爲。交易之後，Jelinek直接持有好市多的204,365股普通股。此外，他還通過多種贈與保留年金信託（GRATs）間接持有150,027股，包括在GRAT I中的96,727股，在GRAT II和III中的各16,650股，以及在GRAT IV和V中的各10,000股。這次贈與交易並沒有顯著改變Jelinek在好市多的重大持股，顯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，可能旨在減少稅負，同時保持對資產的控制。
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