Home/Filings/5/0001181431-09-009539
5//SEC Filing

Summerwill William Richard 5

Accession 0001181431-09-009539

CIK 0001412665other

Filed

Feb 17, 7:00 PM ET

Accepted

Feb 18, 10:24 AM ET

Size

14.1 KB

Accession

0001181431-09-009539

Insider Transaction Report

Form 5
Period: 2008-12-31
Transactions
  • Other

    Common Stock

    2008-07-1520,7300 total(indirect: By Trust)
Holdings
  • Common Stock

    2,354
  • Common Stock

    (indirect: By Trust)
    113,358
  • Common Stock

    (indirect: By Spouse)
    1,854
  • Common Stock

    (indirect: By Trust)
    66,408
  • Common Stock

    (indirect: By Trust)
    135,240
Footnotes (2)
  • [F1]Prior to July 15, 2008, 41,460 shares were held in a trust established by the reporting person's mother for which the reporting person was the trustee. In late 2007, the reporting person's mother passed away and pursuant to the terms of her will and the trust, the shares held in the trust were distributed in equal portions to the reporting person and his sister. Accordingly, the reporting person remained the beneficial owner of 20,730 of the shares, although they are now reported as being held in his revocable grantor trust.
  • [F2]This number is 20,730 higher than the amount reported in this line item on the reporting person's most recent Form 4 due to the 20,730 shares that were distributed from his deceased mother's trust upon its termination. See the previous footnote.

Issuer

MidWestOne Financial Group, Inc.

CIK 0001412665

Entity typeother

Related Parties

1
  • filerCIK 0001430206

Filing Metadata

Form type
5
Filed
Feb 17, 7:00 PM ET
Accepted
Feb 18, 10:24 AM ET
Size
14.1 KB