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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：持股变动声明-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，好市多的首席执行官W. Craig Jelinek赠送了2,017股普通股， classified 作为一次真正的赠与交易。这些股票以$0的价格被处理，表明这是一次慈善捐赠或转移到Trust。在交易之后，Jelinek直接拥有204,365股好市多普通股。此外，他还通过各种设立者保留年金Trusts (GRATs)间接持有150,027股，包括在GRAt I的96,727股，在GRAt II和III各16,650股，以及在GRAt IV和V各10,000股。这笔赠与交易并没有显著改变Jelinek在好市多的重大股份，显示出他与公司的利益持续保持一致。使用GRATs表明了一种战略性遗产规划，以可能减少税务负担，同时保持对资产的控制。
在2024年12月19日，好市多的首席执行官W. Craig Jelinek赠送了2,017股普通股， classified 作为一次真正的赠与交易。这些股票以$0的价格被处理，表明这是一次慈善捐赠或转移到Trust。在交易之后，Jelinek直接拥有204,365股好市多普通股。此外，他还通过各种设立者保留年金Trusts (GRATs)间接持有150,027股，包括在GRAt I的96,727股，在GRAt II和III各16,650股，以及在GRAt IV和V各10,000股。这笔赠与交易并没有显著改变Jelinek在好市多的重大股份，显示出他与公司的利益持续保持一致。使用GRATs表明了一种战略性遗产规划，以可能减少税务负担，同时保持对资产的控制。
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