Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medalist Diversified, Inc.MDRR · Entity 7509 | Director | March 24, 2021 | April 09, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Medalist Diversified, Inc.
Report date March 24, 2021 · Filed April 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,495 |
Reported balance
After 2021-03-24 transaction · row 1
1 source rowRow 1 · 2021-03-24 · Grant · Acquired 13,452 · Balance 30,495 F1: 13,452 shares of common stock were issued to Mr. Polk on March 24, 2021 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: 13,452 shares of common stock were issued to Mr. Polk on March 24, 2021 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 24, 2021 Filed Apr 9, 2021 22:45 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 13,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-048974 · tm2112683-1_4seq1.xml · nonDerivative · entry 1 Polk Charles M III · CIK 0001758840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,495 F1 · price: 13,452 shares of common stock were issued to Mr. Polk on March 24, 2021 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| May 27, 2020 Filed Jul 8, 2020 23:19 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 13,043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-082175 · tm2021716d6_4.xml · nonDerivative · entry 1 Polk Charles M III · CIK 0001758840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,043 F1 · price: 13,043 shares of common stock were issued to Mr. Polk on May 27, 2020 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| September 04, 2019 Filed Sep 6, 2019 17:02 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-19-043724 · tv528971_4.xml · nonDerivative · entry 1 Polk Charles M III · CIK 0001758840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · price: 2,000 shares of common stock were issued to Mr. Polk as an annual retainer on September 4, 2019 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 22:27 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-19-004869 · tv508256_4.xml · nonDerivative · entry 1 Polk Charles M III · CIK 0001758840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: 2,000 shares of common stock were issued to Mr. Polk as an annual retainer on January 31, 2019 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.