Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARNWELL INDUSTRIES INCBRN · Entity 7823 | Director · 10% owner | June 02, 2017 | June 05, 2017 |
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.
BARNWELL INDUSTRIES INC
Report date June 02, 2017 · Filed June 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,357,560 |
Reported balance
After 2017-06-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-02 · Other · Disposed 731,600 · Balance 1,357,560 F1: Reflects the disposition of 731,600 shares owned by the Estate of R. David Sudarsky, for which Mr. Kinzler served as executor. |
| Common StockSEC Table I · non-derivative | IndirectBy R. David Sudarsky Testamentary Charitable Trust | 182,897 |
Reported balance
After 2017-06-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-06-02 · Other · Acquired 182,897 · Balance 182,897 F2: Includes the 182,897 shares owned by the R. David Sudarsky Testamentary Charitable Trust, for which Mr. Kinzler serves as co-trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 1,848 |
Reported balance
Holding disclosure · report date 2017-06-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,848 F3: Includes the indirect beneficial ownership of 1,848 shares owned by Mr. Kinzler's wife, to which Mr. Kinzler disclaims beneficial ownership. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of 731,600 shares owned by the Estate of R. David Sudarsky, for which Mr. Kinzler served as executor.
F2: Includes the 182,897 shares owned by the R. David Sudarsky Testamentary Charitable Trust, for which Mr. Kinzler serves as co-trustee.
F3: Includes the indirect beneficial ownership of 1,848 shares owned by Mr. Kinzler's wife, to which Mr. Kinzler disclaims beneficial ownership.
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 |
|---|---|---|---|---|---|---|
| June 02, 2017 Filed Jun 5, 2017 18:24 UTC | BARNWELL INDUSTRIES INC BRN · Entity 7823 | OtherCommon Stock | 182,897 | $0.00 | $0.00 |
DisclosureSEC source: 0000899681-17-000197 · p17-0135_form4.xml · nonDerivative · entry 2 Kinzler Morton H. · CIK 0001421821 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By R. David Sudarsky Testamentary Charitable Trust Disclosed balance after: 182,897 F2 · balance_after: Includes the 182,897 shares owned by the R. David Sudarsky Testamentary Charitable Trust, for which Mr. Kinzler serves as co-trustee. Read SEC document |
| June 02, 2017 Filed Jun 5, 2017 18:24 UTC | BARNWELL INDUSTRIES INC BRN · Entity 7823 | OtherCommon Stock | 731,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899681-17-000197 · p17-0135_form4.xml · nonDerivative · entry 1 Kinzler Morton H. · CIK 0001421821 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,357,560 F1 · balance_after: Reflects the disposition of 731,600 shares owned by the Estate of R. David Sudarsky, for which Mr. Kinzler served as executor. 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.