Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medalist Diversified, Inc.MDRR · Entity 7509 | CHIEF FINANCIAL OFFICER | September 09, 2026 | September 09, 2026 |
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 September 09, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,260 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Purchase · Acquired 49 · Balance 63,260 |
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 |
|---|---|---|---|---|---|---|
| November 27, 2023 Filed Nov 29, 2023 17:05 UTC Amendment | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 385 | $5.10 | $1,963.50 |
DisclosureSEC source: 0001415889-23-015569 · form4a-11292023_051139.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,329 F1 · kind: 'V' was erroneously entered on the original submission. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 23:15 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 3,961 | $5.63 | $22,283.79 |
DisclosureSEC source: 0001062993-23-016628 · form4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,944 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.60 to $5.7388, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: This amount reflects the effects of a 1-for-8 reverse stock split by the Issuer, effective May 3, 2023. Read SEC document |
| December 09, 2022 Filed Dec 9, 2022 22:14 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 76,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-125939 · tm2232394-8_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,877 F1 · price: 76,433 shares of common stock were issued to Mr. Winn on December 9, 2022 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| November 18, 2022 Filed Nov 18, 2022 20:59 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 20,000 | $0.82 | $16,400.00 |
DisclosureSEC source: 0001104659-22-120264 · tm2230996-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,444 Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 02:23 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 9,590 | $0.79 | $7,600.08 |
DisclosureSEC source: 0001104659-22-120001 · tm2230900-1_4seq1.xml · nonDerivative · entry 3 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,444 Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 02:23 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 23,770 | $0.78 | $18,633.30 |
DisclosureSEC source: 0001104659-22-120001 · tm2230900-1_4seq1.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,854 Read SEC document |
| November 15, 2022 Filed Nov 18, 2022 02:23 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 20,000 | $0.81 | $16,140.00 |
DisclosureSEC source: 0001104659-22-120001 · tm2230900-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,084 Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 21:51 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 30,000 | $0.88 | $26,427.00 |
DisclosureSEC source: 0001104659-22-092638 · tm2224147-1_4seq1.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,084 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 21:51 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 20,000 | $0.93 | $18,640.00 |
DisclosureSEC source: 0001104659-22-092638 · tm2224147-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,084 Read SEC document |
| June 17, 2022 Filed Jun 21, 2022 10:07 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 19,432 | $0.91 | $17,671.46 |
DisclosureSEC source: 0001104659-22-072585 · tm2218915-1_4seq1.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,084 Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 10:07 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 30,568 | $0.89 | $27,168.84 |
DisclosureSEC source: 0001104659-22-072585 · tm2218915-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,652 Read SEC document |
| June 14, 2022 Filed Jun 14, 2022 23:12 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 11,000 | $0.91 | $10,010.00 |
DisclosureSEC source: 0001104659-22-071129 · tm2218465-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,084 Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:23 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 23,295 | $0.93 | $21,662.02 |
DisclosureSEC source: 0001104659-22-060083 · tm2215548-1_4seq1.xml · nonDerivative · entry 3 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,084 Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:23 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 4,424 | $0.93 | $4,097.51 |
DisclosureSEC source: 0001104659-22-060083 · tm2215548-1_4seq1.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,789 Read SEC document |
| May 12, 2022 Filed May 13, 2022 16:23 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 14,278 | $0.93 | $13,228.57 |
DisclosureSEC source: 0001104659-22-060083 · tm2215548-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,365 Read SEC document |
| March 09, 2022 Filed Mar 23, 2022 20:23 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-037053 · tm2210276-5_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,087 F1 · price: 60,000 shares of common stock were issued to Mr. Winn on March 9, 2022 pursuant to the Medalist Diversified REIT. 2018 Equity Incentive Plan. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 22:05 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 7,982 | $1.11 | $8,860.02 |
DisclosureSEC source: 0001104659-21-142588 · tm2133720-1_4seq1.xml · nonDerivative · entry 3 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,087 Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 22:05 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 3,518 | $1.12 | $3,933.83 |
DisclosureSEC source: 0001104659-21-142588 · tm2133720-1_4seq1.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,105 Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 22:05 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 100 | $1.10 | $110.00 |
DisclosureSEC source: 0001104659-21-142588 · tm2133720-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,587 Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 17:47 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 10,000 | $1.15 | $11,500.00 |
DisclosureSEC source: 0001104659-21-106098 · tm2125236-1_4seq1.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,487 Read SEC document |
| May 19, 2021 Filed May 19, 2021 19:34 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 7,000 | $1.42 | $9,958.20 |
DisclosureSEC source: 0001104659-21-069288 · tm2117005-1_4.xml · nonDerivative · entry 4 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,487 Read SEC document |
| May 19, 2021 Filed May 19, 2021 19:34 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 10,000 | $1.44 | $14,395.00 |
DisclosureSEC source: 0001104659-21-069288 · tm2117005-1_4.xml · nonDerivative · entry 3 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,487 Read SEC document |
| May 18, 2021 Filed May 19, 2021 19:34 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 5,000 | $1.40 | $6,998.50 |
DisclosureSEC source: 0001104659-21-069288 · tm2117005-1_4.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,487 Read SEC document |
| May 17, 2021 Filed May 19, 2021 19:34 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | Sale8.0% Series A Cumulative Redeemable Preferred Stock | 800 | $23.62 | $18,896.00 |
DisclosureSEC source: 0001104659-21-069288 · tm2117005-1_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 24, 2021 Filed Mar 31, 2021 21:29 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 26,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-044932 · tm2111576d3_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,487 F1 · price: 26,900 shares of common stock were issued to Mr. Winn on March 24, 2021 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 16:56 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 2,000 | $2.26 | $4,520.00 |
DisclosureSEC source: 0001104659-21-040171 · tm2110632d1_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,587 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:56 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 2,000 | $2.19 | $4,377.80 |
DisclosureSEC source: 0001104659-21-038414 · tm2110246d1_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,587 Read SEC document |
| November 19, 2020 Filed Nov 20, 2020 19:34 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 916 | $2.20 | $2,015.20 |
DisclosureSEC source: 0001104659-20-127861 · tm2036580d1_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,587 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 20:44 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | Purchase8.0% Series A Cumulative Redeemable Preferred Stock | 500 | $13.35 | $6,674.65 |
DisclosureSEC source: 0001104659-20-126325 · tm2036277d1_4.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 20:44 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 84 | $2.00 | $168.00 |
DisclosureSEC source: 0001104659-20-126325 · tm2036277d1_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,671 Read SEC document |
| May 27, 2020 Filed Jun 4, 2020 20:08 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 26,087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-20-069814 · tm2021716d8_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,587 F1 · price: 26,087 shares of common stock were issued to Mr. Winn on May 27, 2020 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| May 20, 2020 Filed May 20, 2020 23:19 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 1,500 | $1.84 | $2,753.85 |
DisclosureSEC source: 0001104659-20-064390 · tm2020309d1_4.xml · nonDerivative · entry 4 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · price: The securities were purchased in multiple transactions at prices per share of $1.8016 to $1.8588, inclusive. The price shown is a weighted average of the per-share prices in those transactions. The Reporting Person undertakes to provide to the Issuer, of the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 20, 2020 Filed May 20, 2020 23:19 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | Purchase8.0% Series A Cumulative Redeemable Preferred Stock | 100 | $13.50 | $1,350.00 |
DisclosureSEC source: 0001104659-20-064390 · tm2020309d1_4.xml · nonDerivative · entry 3 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Read SEC document |
| May 19, 2020 Filed May 20, 2020 23:19 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | Purchase8.0% Series A Cumulative Redeemable Preferred Stock | 200 | $13.50 | $2,700.00 |
DisclosureSEC source: 0001104659-20-064390 · tm2020309d1_4.xml · nonDerivative · entry 2 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| May 19, 2020 Filed May 20, 2020 23:19 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 5,000 | $1.80 | $8,989.50 |
DisclosureSEC source: 0001104659-20-064390 · tm2020309d1_4.xml · nonDerivative · entry 1 Winn Charles Brent Jr. · CIK 0001808471 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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.