Form 4: Eli Lilly EVP Anat Hakim Transfers Shares to Spouse and Trust

EVP, GC & Secretary of Eli Lilly, Anat Hakim, reports transferring shares to a spousal lifetime access trust and to her spouse on May 2, 2025.

Summary

• On May 2, 2025, Anat Hakim, EVP, GC & Secretary of Eli Lilly & Co, reported a transaction involving the transfer of Eli Lilly common stock.
• 1,000 shares were transferred to a spousal lifetime access trust (SLAT), where Hakim's spouse is the trustee and the spouse and children are beneficiaries.
• Additionally, 16,875 shares were transferred directly to Hakim's spouse.
• Following these transactions, Hakim directly owns 10,962.5 shares and indirectly owns 15,700 shares through the Anat Hakim SLAT and 16,875 shares through her spouse.
• Hakim disclaims beneficial ownership of these indirectly held securities except to the extent of her pecuniary interest.

Sentiment

Score: 5

Explanation: This is a neutral disclosure of stock transactions, with no inherent positive or negative implications for the company's performance.

Industry Context

This is a routine disclosure of stock transactions by a company executive, which is common practice and required by the SEC.

Related Party Transactions

• The transfer of shares to a spousal lifetime access trust and to the reporting person's spouse constitutes a related party transaction.

Stakeholder Impact

• The transactions have a minimal direct impact on stakeholders, as they represent a transfer of ownership rather than a change in the company's operations or financial condition.

Key Dates

Keywords

Form 4, Beneficial Ownership, Anat Hakim, Eli Lilly, LLY, Stock Transfer, Spousal Lifetime Access Trust, SLAT