Graham Holdings SC 13D Filing

TL;DR

**Graham Holdings SC 13D filed. O'Shaughnessy involved. Class B Common Stock.**

AI Summary

On May 10, 2024, Graham Holdings Company filed an SC 13D, indicating a change in beneficial ownership. The filing was made by Timothy J. O'Shaughnessy, with the company's principal executive offices located at 1300 North 17th Street, Suite 1700, Arlington, VA 22209. The filing pertains to the Class B Common Stock of Graham Holdings Company.

Why It Matters

This filing signals a potential shift in control or significant stake changes within Graham Holdings Company, which could impact its stock price and strategic direction.

Risk Assessment

Risk Level: medium — SC 13D filings often indicate significant ownership changes or activist investor involvement, which can introduce uncertainty and volatility.

Key Players & Entities

• Graham Holdings Company (company) — Subject company
• Timothy J. O'Shaughnessy (person) — Filing person
• Nicole M. Maddrey (person) — Authorized to receive notices
• Class B Common Stock (security) — Securities subject to filing

FAQ

Key Financial Figures

• $1.00 — (Name of Issuer) Class B Common Stock $1.00 par value (Title of Class of Securiti

Filing Documents

• sc13d.htm (SC 13D) — 43KB
• 0000950157-24-000736.txt ( ) — 44KB

Security and Issuer

Item 1. Security and Issuer This statement on Schedule 13D (this "Statement") relates to the Class B Common Stock, par value $1.00 per share (the "Class B Common Stock"), of Graham Holdings Company, a Delaware corporation (the "Company"). The principal executive office of the Company is 1300 North 17th Street, Suite 1700, Arlington, VA 22209.

Identity and Background

Item 2. Identity and Background (a)-(c) This Statement is being filed by Timothy J. O'Shaughnessy (the "Reporting Person"). The principal business address of the Reporting Person is 1300 North 17th Street, Suite 1700, Arlington, VA 22209. The Reporting Person is the Chief Executive Officer of the Company. (d)-(e) During the last five years, the Reporting Person has not (i) been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors) or (ii) been party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities law or finding any violation with respect to such laws. (f) The Reporting Person is a citizen of the United States of America.

Source and Amount of Funds or Other Consideration

Item 3. Source and Amount of Funds or Other Consideration The information set forth in Row 4 and Item 5 of this Statement is hereby incorporated by reference into this Item 3. The 132,415 shares of Class B Common Stock that the Reporting Person has the right to purchase, pursuant to stock options, and 6,213 shares of Class B Common Stock held by the Reporting Person were received as compensation pursuant to stock options in the Reporting Person's role as Chief Executive Officer of the Company. 1 share of Class B Common Stock was held by the Reporting Person in his Company 401(k) Plan account. 9,942 shares of Class B Common Stock held by the Reporting Person were purchased in open market transactions and the remaining 2,700 shares of Class B Common Stock were acquired jointly with the Reporting Person's spouse.

Purpose of Transaction

Item 4. Purpose of Transaction The Reporting Person does not have any current plan or proposal that relates to or would result in any transaction, event or action enumerated in paragraphs (a) through (j) of Item 4 of this Statement. Notwithstanding the foregoing, the Reporting Person reserves the right to effect any such actions as any of them may deem necessary or appropriate in the future.

Interest in Securities of the Issuer

Item 5. Interest in Securities of the Issuer Interests of the Reporting Person: As of April 26, 2024, the Reporting Person was the beneficial owner (as determined in accordance with Rule 13d-3(a), (c) and (d) under the Act) of 212,296 shares of Class B Common Stock of the Company, constituting approximately 5.8% of such shares then outstanding (as determined in accordance with Rule 13d-3(d)(1) under the Act). Such beneficial ownership is as set forth in paragraphs (a) through (h) below. Except as to the extent of his shared fiduciary voting and investment power with respect to the shares held in the trusts referred to in paragraph (d) below, the Reporting Person has no beneficial interest, and expressly disclaims any beneficial interest, in the shares referred to in such paragraph (d). (a) 48,626 shares of Class A Common Stock, par value $1.00 per share ("Class A Common Stock"), of the Company (Class A Common Stock being convertible share for share into Class B Common Stock), held in a trust for the benefit of the Reporting Person's spouse, for which the Reporting Person's spouse had shared voting power with respect to such shares by virtue of a revocable proxy granted by Daniel L. Mosley. The Reporting Person has determined in light of the relevant facts and circumstances that he shared voting power with respect to such shares. (b) 2,700 shares of Class A Common Stock, held by the Reporting Person's spouse. The Reporting Person has determined in light of the relevant facts and circumstances that he had shared voting and investment power with respect to such shares with his spouse. (c) 4,099 shares of Class B Common Stock, held by the Reporting Person's spouse. The Reporting Person has determined in light of the relevant facts and circumstances that he had shared voting and investment power with respect to such shares with his spouse. (d) 5,600 shares of Class B Common Stock, held in trusts for the benefit of the Reporting Person's spouse and children. The Rep

Contracts, Arrangements, Understandings and Relationships with Respect to Securities of the Issuer

Item 6. Contracts, Arrangements, Understandings and Relationships with Respect to Securities of the Issuer To the knowledge of the Reporting Person, except for the matters described in this Statement, there is no contract, arrangement, understanding or relationship (legal or otherwise) among the Reporting Person and any other person with respect to any securities of the Company.

Material to Be Filed as Exhibits

Item 7. Material to Be Filed as Exhibits None. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: May 10, 2024 By: /s/ Timothy J. O'Shaughnessy Name: Timothy J. O'Shaughnessy

View Full Filing

View this SC 13D filing on SEC EDGAR