ePlus CEO shifts 25,562 shares to revocable trust
ePlus inc. director and CEO Mark P. Marron reported an internal restructuring of his holdings.
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Form Type
4
Rhea-AI Filing Summary
ePlus inc. director and CEO Mark P. Marron reported an internal restructuring of his holdings. On July 2, he moved 25,562 shares of common stock from a personal account into the Mark P. Marron revocable trust for no consideration. After the transfer, he holds 56,713 shares directly and 169,360 shares indirectly through the trust, and remains the beneficial owner of all these shares.
Insider Trade Summary
Other: 51,124 shares
Other
2 txns
Insider
MARRON MARK P
Role
CHIEF EXECUTIVE OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 25,562 | $0.00 | $0.00 |
| Other | Common Stock | 25,562 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 56,713 shares (Direct);
Common Stock — 169,360 shares (Indirect, By Mark P. Marron Trust)
Footnotes (2)
- F1. On July 2, 2026, the reporting person transferred 25,562 shares of ePlus inc. common stock from an account owned by the reporting person to the Mark P. Marron Trust for no consideration. The reporting person remains the beneficial owner of the securities held by the trust.
- F2. The shares are held in a revocable trust, of which the reporting person and his spouse are the sole trustees and beneficiaries.
Key Figures
Shares transferred: 25,562 shares
Indirect holdings after transfer: 169,360 shares
Direct holdings after transfer: 56,713 shares
+1 more
4 metrics
Shares transferred
25,562 shares
Common stock moved on July 2, 2026
Indirect holdings after transfer
169,360 shares
Held through Mark P. Marron Trust after restructuring
Direct holdings after transfer
56,713 shares
Common stock held directly after July 2, 2026
Restructured shares total
51,124 shares
Total shares involved in restructuring transactions marked code J
Key Terms
beneficial owner, revocable trust, transaction code J, indirect ownership
4 terms
beneficial owner financial
"The reporting person remains the beneficial owner of the securities held by the trust."
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
revocable trust financial
"The shares are held in a revocable trust, of which the reporting person and his spouse are the sole trustees and beneficiaries."
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
transaction code J financial
"transaction_code_description": "Other acquisition or disposition""
indirect ownership financial
"total_shares_following_transaction": "169360.0000", "direct_or_indirect": "I""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did ePlus (PLUS) CEO Mark Marron report?
Mark P. Marron reported an internal restructuring of his ePlus holdings. He transferred 25,562 common shares from a personal account into the Mark P. Marron Trust, with no consideration paid, while remaining the beneficial owner of the transferred shares.
Does the ePlus (PLUS) trust transfer change Mark Marron’s beneficial ownership?
The transfer does not change his beneficial ownership. Footnotes state the trust is revocable and that Marron and his spouse are sole trustees and beneficiaries, so he remains the beneficial owner of the 25,562 shares moved into the trust.
What does transaction code J mean in the ePlus (PLUS) Form 4 filing?
Transaction code J in the Form 4 is described as “Other acquisition or disposition.” In this case, it reflects an internal transfer of 25,562 ePlus shares between Marron’s personal account and his revocable trust, rather than a market trade.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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