|
· XYZ
Closing Price on 8/19/2005: $17.11
Shares held as of March 1, 2005 (Source: Proxy Statement)
The --- Family Stockholders COLLECTIVELY) and related legal entities held 24,201,008 shares of common stock amounting to 15.2% of the total outstanding shares of common stock
In looking at the table breakdown below of shares beneficially owned a significant number of shares attributable to the individual members of the family are reflected more than once as a result of members of the prospect's family being co-trustees of various trusts
Name here (21,763,273) 13.7%
Name here (19,944,398) 12.5%
Name here (21,828,918) 13.7%
Name here QTIP Marital Trust (19,099,259) 12.0%
**6/15/2005 Form 4 Statement Source: Securities Exchange Commission
changes in beneficial ownership for propect shows:
Class A Common Stock owned 208,472 (nature of indirect beneficial ownership: by Children)
A note further states: Does not include (631,498) shares held directly and (1,646,986) shares held indirectly in trust for the benefit of the reporting person
Recent Share Sales:
XYZ
Transaction Date Shares Transaction Avg. Price Total
· Dec. 2, 2004 100,000 Market Sale $20.00 $2,000,000
· Dec. 1, 2004 100,000 Market Sale $19.50 $1,950,000
· Real Estate:
Davidson County:
· The --- own a single-family residence in Nashville, Tennessee with a 2005 market value of $4,411,900 which was purchased in 1998 for $4,215,000
Philanthropy:
· Univ-Co. Cancer Center
Donated $5 million to the XYZ Program. The gift enables the program to evolve into a comprehensive center that will be a model for the rest of the medical center and other institutions across the country. Dr. H, vice chancellor for Health Affairs stated, "With the resources we now have, we will be able to make a huge difference in the lives of patients with cancer."
· XYZ Charitable Fund
Address
1999. $56 million gift from the XYZ Charitable Fund to V for XYZ Cancer Research Professorships and to be the nucleus of the $100 million Imagine Cancer Campaign.
NOTE: Father and his family endowed four chairs at University
|
|
