信托之家，护航家族财富传承
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chinatrust.cn|信托之家
信托之家，护航家族财富传承
| 公司 | Koss（高斯耳机） KOSS 美股 |
|---|---|
| 持有人 | Koss 家族 创始人家族（创始人 John C. Koss 之子 John C. Koss, Jr. 等家族成员） |
| 受托人 | John C. Koss, Jr.（Voting Trust 表决受托人；并为子女两只 1987/1989 年信托的共同受托人） |
| 信托名称 / 架构 | Koss Family Voting Trust；Sarah Evelyn Koss 1987 Trust；Charles John Koss II 1989 Trust |
| 信托设立辖区 | — |
| 披露比例 | 45% |
| 披露时点 | 2022-06-03 |
| 来源等级 | A |
| 来源原文 | SEC Schedule 13D/A（2022-06-03） |
| 申报日 | 类型 | 比例(见原文) | 信托表述（摘录） | 来源 |
|---|---|---|---|---|
| 2001-02-02 | SC 13G | — | 原文 | |
| 2001-02-14 | SC 13G/A | — | 原文 | |
| 2002-02-12 | SC 13G/A | 5% | 原文 | |
| 2002-02-12 | SC 13G/A | 5% | 原文 | |
| 2003-02-07 | SC 13G/A | 5% | 原文 | |
| 2004-02-06 | SC 13G/A | 5%、3.49% | 原文 | |
| 2005-01-31 | SC 13G | — | 原文 | |
| 2006-01-30 | SC 13G/A | 5.78% | 原文 | |
| 2007-01-22 | SC 13G/A | 6.5% | 原文 | |
| 2008-01-30 | SC 13G/A | 7.19%、5.29% | 原文 | |
| 2009-01-26 | SC 13G/A | 8.28%、5.44% | 原文 | |
| 2009-07-09 | SC 13G/A | 10.04%、6% | 原文 | |
| 2010-02-03 | SC 13G/A | 10.12%、6.1% | 原文 | |
| 2010-02-04 | SC 13G/A | 0.99% | 原文 | |
| 2013-10-15 | SC 13D | 30%、13.6%、13.3% | (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust Dated 9/11/12, (ii) 983,800 shares held by K | 原文 |
| 2013-10-15 | SC 13D | 25%、21.9% | The Reporting Person is co-trustee of The Nancy L | 原文 |
| 2013-10-15 | SC 13D | 11.6% | The reporting person has the power to remove and replace the trustees of the trust and therefore may be deemed a beneficial owner of the shares held by the trust | 原文 |
| 2013-10-15 | SC 13D | 38.7%、25% | (iii) 28,122, 38,000, 38,000 and 38,000 shares held, respectively, by four separate trusts established for the benefit of the Reporting Person s children | 原文 |
| 2014-01-31 | SC 13G | 7.7% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement | 原文 |
| 2015-02-13 | SC 13G/A | 7.36% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement | 原文 |
| 2016-01-22 | SC 13G/A | 6.82% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement | 原文 |
| 2017-02-10 | SC 13G/A | 6.54% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement | 原文 |
| 2018-02-07 | SC 13G/A | 6.44% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement | 原文 |
| 2019-01-31 | SC 13G/A | 5.7% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement | 原文 |
| 2020-02-11 | SC 13G/A | 5.32% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement IRS No | 原文 |
| 2021-02-10 | SC 13D/A | 50.5%、25%、11.9%、11.7%、9% | (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust, of which Mr | 原文 |
| 2021-02-10 | SC 13D/A | 37.3%、25% | 2 (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust, of which the Reporting Person is co-trustee | 原文 |
| 2021-02-11 | SC 13G/A | 5.29% | Delaware Charter Guarantee Trust Company dba Principal Trust Company as Directed Trustee for the Koss Corporation Employee Stock Ownership Plan and Trust Agreement IRS No | 原文 |
| 2021-02-12 | SC 13D/A | 50.5%、25%、11.9%、11.7%、9% | (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust, of which Mr | 原文 |
| 2021-03-16 | SC 13D/A | 47.8%、25%、11.8%、11.6%、8.3% | (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust, of which Mr | 原文 |
| 2021-03-16 | SC 13D/A | 35.5%、25% | 2 (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust, of which the Reporting Person is co-trustee | 原文 |
| 2021-09-08 | SC 13D/A | 44%、25%、11%、10.8%、7.8% | (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust, of which Mr | 原文 |
| 2021-09-08 | SC 13D/A | 32.5%、25% | 2 (2) Consists of (i) 1,000,885 shares held by the Koss Family Trust, of which the Reporting Person is co-trustee | 原文 |
| 2022-06-03 | SC 13D/A | 45%、25% | Koss s capacity as voting trustee of a voting trust (the Voting Trust ) established pursuant to Restatement of the Koss Family Voting Trust Agreement, dated March 23, … | 原文 |
| 2022-06-03 | SC 13D/A | 25%、20%、10%、3% | es not include shares over which the Reporting Power may be deemed to have shared dispositive power pursuant to Restatement of the Koss Family Voting Trust Agreement, … | 原文 |
