organization · Reporting owner
MAGNOLIA CAPITAL FUND, LP
Disclosed activity across 6 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON OMAHA CorpBOMN · Entity 5619 | 10% owner | May 28, 2020 | June 01, 2020 |
| OLD MARKET CAPITAL CorpOMCC · Entity 9599 | 10% owner | January 09, 2026 | January 13, 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.
BOSTON OMAHA Corp
Report date May 28, 2020 · Filed June 01, 2020
Jointly reported with Peterson Adam K, MAGNOLIA GROUP, LLC, MAGNOLIA BOC I, LP, MAGNOLIA BOC II, LP
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,801,494 |
Reported balance
After 2020-05-28 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-05-28 · Purchase · Acquired 9,375 · Balance 10,801,494 F6: The purchase of shares being reported on this Form 4 were purchased by Adam Peterson directly for his personal account. No shares were purchased by the other Reporting Persons. F4: This transaction was executed at $16.00 per share. F5: MCF may be the beneficial owner of 580,558 shares of Common Stock that it holds (comprised of 527,780 shares of Class B Common Stock, 51,516 $10 Warrants to purchase Common Stock, and 1,262 $8 Warrants to purchase Common Stock). BOC I may be deemed the beneficial owner of 7,960,095 shares of Common Stock that it holds. BOC II may be deemed the beneficial owner of 2,070,328 shares of Common Stock that it holds. TMG may be deemed the beneficial owner of 10,704,157 shares of Common Stock including the 93,176 shares of Common Stock that it holds directly. Adam Peterson may be deemed the beneficial owner of 10,801,494 shares of Common Stock including the 97,337 shares of Common Stock that he holds directly and he holds interest in MCF, BOC I, BOC II, and TMG. F1: The reported shares are owned both directly and indirectly by Adam K. Peterson ("Mr. Peterson"), The Magnolia Group, LLC ("TMG"), Magnolia Capital Fund ("MCF"), Magnolia BOC I, LP ("BOC I"), and Magnolia BOC II, LP ("BOC II"). TMG is the general partner and investment manager of MCF, BOC I, and BOC II. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein for those reporting persons. F2: TMG and Mr. Peterson disclaim beneficial ownership with respect to the shares reported indirectly except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3: Mr. Peterson serves as a director of the Issuer, and as the co-chief executive officer of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are owned both directly and indirectly by Adam K. Peterson ("Mr. Peterson"), The Magnolia Group, LLC ("TMG"), Magnolia Capital Fund ("MCF"), Magnolia BOC I, LP ("BOC I"), and Magnolia BOC II, LP ("BOC II"). TMG is the general partner and investment manager of MCF, BOC I, and BOC II. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein for those reporting persons.
F2: TMG and Mr. Peterson disclaim beneficial ownership with respect to the shares reported indirectly except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes.
F3: Mr. Peterson serves as a director of the Issuer, and as the co-chief executive officer of the issuer.
F4: This transaction was executed at $16.00 per share.
F5: MCF may be the beneficial owner of 580,558 shares of Common Stock that it holds (comprised of 527,780 shares of Class B Common Stock, 51,516 $10 Warrants to purchase Common Stock, and 1,262 $8 Warrants to purchase Common Stock). BOC I may be deemed the beneficial owner of 7,960,095 shares of Common Stock that it holds. BOC II may be deemed the beneficial owner of 2,070,328 shares of Common Stock that it holds. TMG may be deemed the beneficial owner of 10,704,157 shares of Common Stock including the 93,176 shares of Common Stock that it holds directly. Adam Peterson may be deemed the beneficial owner of 10,801,494 shares of Common Stock including the 97,337 shares of Common Stock that he holds directly and he holds interest in MCF, BOC I, BOC II, and TMG.
F6: The purchase of shares being reported on this Form 4 were purchased by Adam Peterson directly for his personal account. No shares were purchased by the other Reporting Persons.
OLD MARKET CAPITAL Corp
Report date January 09, 2026 · Filed January 13, 2026
Jointly reported with Peterson Adam K, MAGNOLIA GROUP, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,546,084 |
Reported balance
After 2026-01-09 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-01-09 · Purchase · Acquired 2,149 · Balance 2,546,084 F4: These shares were awarded on 1/9/2026. 2,149 shares vested immediately. The closing stock price of the issuer's common stock reported on FINRA Other OTC on 1/9/2026 was $3.55 F1: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer. F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer.
F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes.
F3: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer.
F4: These shares were awarded on 1/9/2026. 2,149 shares vested immediately. The closing stock price of the issuer's common stock reported on FINRA Other OTC on 1/9/2026 was $3.55
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERICAS CARMART INC
Report date July 20, 2026 · Filed July 22, 2026
Jointly reported with Peterson Adam K, MAGNOLIA GROUP, LLC
Section 16 reporting ended · disclosed 2026-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 682,714 |
Reported balance
After 2026-07-20 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-07-20 · Other · Disposed 437,161 · Balance 682,714 F3: In satisfaction of certain withdrawal requests, MCF distributed in-kind a total of 437,161 shares of the Issuer's Common Stock to the withdrawing limited partners on July 20, 2026. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 437,161 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG). F1: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein.
F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes.
F3: In satisfaction of certain withdrawal requests, MCF distributed in-kind a total of 437,161 shares of the Issuer's Common Stock to the withdrawing limited partners on July 20, 2026. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 437,161 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG).
NELNET INC
Report date March 23, 2026 · Filed April 27, 2026
Jointly reported with Peterson Adam K, MAGNOLIA GROUP, LLC
Section 16 reporting ended · disclosed 2026-04-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,678,520 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,678,520 F1: 1,668,976 of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 1,668,976 shares of Common Stock of Nelnet Inc held by Magnolia Capital Fund, LP. Mr. Peterson holds directly 9,544 shares of Class A Common Stock for his own account. In reference to Item 3. Date of Earliest Transaction, March 23, 2026 is used as on that date, Adam Peterson notified NelNet, Inc. of his resignation from the Board of Directors effective immediately. As such, this 'Exit' Form 4 is voluntarily filed as confirmation that Adam Peterson is no longer subject to this filing. |
Filing footnotes · ownership attribution and instrument terms
F1: 1,668,976 of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 1,668,976 shares of Common Stock of Nelnet Inc held by Magnolia Capital Fund, LP. Mr. Peterson holds directly 9,544 shares of Class A Common Stock for his own account. In reference to Item 3. Date of Earliest Transaction, March 23, 2026 is used as on that date, Adam Peterson notified NelNet, Inc. of his resignation from the Board of Directors effective immediately. As such, this 'Exit' Form 4 is voluntarily filed as confirmation that Adam Peterson is no longer subject to this filing.
RE/MAX Holdings, Inc.
Report date April 27, 2026 · Filed April 29, 2026
Jointly reported with Peterson Adam K, MAGNOLIA GROUP, LLC
Section 16 reporting ended · disclosed 2026-04-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 982,440 |
Last balance in matching sequence
After 2026-04-29 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-04-27 · Sale · Disposed 632,091 · Balance 1,691,727 F3: This transaction was executed in multiple trades at prices ranging from $9.72 to $10.07. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. F1: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F6: Due to transactions listed above and explained in Footnotes 3, 4, and 5, MCF, TMG and Mr. Peterson are no longer 10% Owners of the Issuer. Row 2 · 2026-04-28 · Sale · Disposed 493,006 · Balance 1,198,721 F4: This transaction was executed in multiple trades at prices ranging from $10.42 to $11.38. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. F1: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F6: Due to transactions listed above and explained in Footnotes 3, 4, and 5, MCF, TMG and Mr. Peterson are no longer 10% Owners of the Issuer. Row 3 · 2026-04-29 · Sale · Disposed 216,281 · Balance 982,440 F5: This transaction was executed in multiple trades at prices ranging from $11.02 to $11.46. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. F1: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F6: Due to transactions listed above and explained in Footnotes 3, 4, and 5, MCF, TMG and Mr. Peterson are no longer 10% Owners of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein.
F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes.
F3: This transaction was executed in multiple trades at prices ranging from $9.72 to $10.07. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected.
F4: This transaction was executed in multiple trades at prices ranging from $10.42 to $11.38. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected.
F5: This transaction was executed in multiple trades at prices ranging from $11.02 to $11.46. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected.
F6: Due to transactions listed above and explained in Footnotes 3, 4, and 5, MCF, TMG and Mr. Peterson are no longer 10% Owners of the Issuer.
Wheeler Real Estate Investment Trust, Inc.
Report date September 17, 2024 · Filed September 19, 2024
Jointly reported with MAGNOLIA GROUP, LLC, Peterson Adam K
Section 16 reporting ended · disclosed 2024-09-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series D Cumulative Convertible Preferred StockSEC Table I · non-derivative | Direct | 249,626 |
Last balance in matching sequence
After 2024-09-18 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-09-17 · Sale · Disposed 9,380 · Balance 261,326 F3: This transaction was executed in multiple trades at prices ranging from $20.30 to $20.65. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 249,626 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Row 2 · 2024-09-18 · Sale · Disposed 11,700 · Balance 249,626 F4: This transaction was executed in multiple trades at prices ranging from $20.32 to $20.55. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 249,626 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 249,626 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc.
F2: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes.
F3: This transaction was executed in multiple trades at prices ranging from $20.30 to $20.65. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4: This transaction was executed in multiple trades at prices ranging from $20.32 to $20.55. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| July 20, 2026 Filed Jul 22, 2026 19:52 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | OtherCommon Stock | 437,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-012482 · fp0100111-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · Former 10% beneficial owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · Former 10% beneficial owner MAGNOLIA GROUP, LLC · CIK 0001618376 · Former 10% beneficial owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 682,714 F3 · kind: In satisfaction of certain withdrawal requests, MCF distributed in-kind a total of 437,161 shares of the Issuer's Common Stock to the withdrawing limited partners on July 20, 2026. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 437,161 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG). F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| April 29, 2026 Filed Apr 29, 2026 23:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleCommon Stock | 216,281 | $11.10 | $2,400,719.10 |
DisclosureSEC source: 0001398344-26-007721 · fp0098758-1_4.xml · nonDerivative · entry 3 Peterson Adam K · CIK 0001667769 · See Footnote 6 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · See Footnote 6 MAGNOLIA GROUP, LLC · CIK 0001618376 · See Footnote 6 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 982,440 F5 · price: This transaction was executed in multiple trades at prices ranging from $11.02 to $11.46. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F6 · balance_after: Due to transactions listed above and explained in Footnotes 3, 4, and 5, MCF, TMG and Mr. Peterson are no longer 10% Owners of the Issuer. Read SEC document |
| April 28, 2026 Filed Apr 29, 2026 23:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleCommon Stock | 493,006 | $10.97 | $5,408,275.82 |
DisclosureSEC source: 0001398344-26-007721 · fp0098758-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · See Footnote 6 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · See Footnote 6 MAGNOLIA GROUP, LLC · CIK 0001618376 · See Footnote 6 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,198,721 F4 · price: This transaction was executed in multiple trades at prices ranging from $10.42 to $11.38. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F6 · balance_after: Due to transactions listed above and explained in Footnotes 3, 4, and 5, MCF, TMG and Mr. Peterson are no longer 10% Owners of the Issuer. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 20:43 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | SaleCommon Stock | 8,000 | $12.59 | $100,720.00 |
DisclosureSEC source: 0001398344-26-007699 · fp0098759-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,119,875 F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 23:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleCommon Stock | 632,091 | $9.84 | $6,219,775.44 |
DisclosureSEC source: 0001398344-26-007721 · fp0098758-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · See Footnote 6 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · See Footnote 6 MAGNOLIA GROUP, LLC · CIK 0001618376 · See Footnote 6 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,691,727 F3 · price: This transaction was executed in multiple trades at prices ranging from $9.72 to $10.07. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F6 · balance_after: Due to transactions listed above and explained in Footnotes 3, 4, and 5, MCF, TMG and Mr. Peterson are no longer 10% Owners of the Issuer. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 22:15 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | OtherCommon Stock | 132,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-006885 · fp0098686-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,127,875 F3 · kind: In satisfaction of certain withdrawal requests, MCF distributed in-kind a total of 132,815 shares of the Issuer's Common Stock to the withdrawing limited partners on April 20, 2026. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 132,815 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG). F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 22:09 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | OtherCommon Stock | 280,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-006883 · fp0098687-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,323,818 F3 · kind: In satisfaction of certain withdrawal requests, MCF distributed in-kind a total of 280,825 shares of the Issuer's Common Stock to the withdrawing limited partners on April 20, 2026. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 280,825 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG). F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:41 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleCommon Stock | 61,000 | $5.71 | $348,310.00 |
DisclosureSEC source: 0001398344-26-006066 · fp0098265-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,604,643 F4 · price: This transaction was executed in multiple trades at prices ranging from $5.70 to $5.73. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:41 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleCommon Stock | 81,693 | $5.80 | $473,819.40 |
DisclosureSEC source: 0001398344-26-006066 · fp0098265-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,665,643 F3 · price: This transaction was executed in multiple trades at prices ranging from $5.77 to $5.86. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and price at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 22:22 UTC | NELNET INC NNI · Entity 3982 | ConversionPhantom Stock · Derivative | 9,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-006012 · fp0098105-1_4.xml · derivative · entry 2 Peterson Adam K · CIK 0001667769 · See below MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · See remarks MAGNOLIA GROUP, LLC · CIK 0001618376 · See remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,544 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. On March 23, 2026, Adam Peterson notified Nelnet, Inc. of his resignation from the Board of Directors effective immediately. The phantom shares became payable in shares of Class A Common Stock at that time. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. On March 23, 2026, Adam Peterson notified Nelnet, Inc. of his resignation from the Board of Directors effective immediately. The phantom shares became payable in shares of Class A Common Stock at that time. F3 · balance_after: 1,668,976 of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 1,668,976 shares of Common Stock of Nelnet Inc held by Magnolia Capital Fund, LP. Mr. Peterson holds directly 9,544 shares of Class A Common Stock for his own account. F4 · balance_after: Includes a total of 23 shares acquired on September 16, 2025, 24 shares acquired on December 15, 2025, and 25 shares acquired on March 13, 2026 pursuant to the dividend reinvestment feature of the issuers Directors Stock Compensation Plan. Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 22:22 UTC | NELNET INC NNI · Entity 3982 | Exercise / conversionClass A Common Stock | 9,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-006012 · fp0098105-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · See below MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · See remarks MAGNOLIA GROUP, LLC · CIK 0001618376 · See remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,678,520 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 22:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleCommon Stock | 67,500 | $6.84 | $461,700.00 |
DisclosureSEC source: 0001398344-26-003450 · fp0097730-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed F4 · price: This transaction was executed in multiple trades at prices ranging from $6.81 to $6.85. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · valueOwnedAfter: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · valueOwnedAfter: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 22:20 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | SaleCommon Stock | 52,362 | $6.90 | $361,297.80 |
DisclosureSEC source: 0001398344-26-003450 · fp0097730-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed F3 · price: This transaction was executed in multiple trades at prices ranging from $6.85 to $7.02. The price reported above represents the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · valueOwnedAfter: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · valueOwnedAfter: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 22:54 UTC | OLD MARKET CAPITAL Corp OMCC · Entity 9599 | PurchaseCommon Stock | 2,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-000636 · fp0097082-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · Director · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,546,084 F4 · price: These shares were awarded on 1/9/2026. 2,149 shares vested immediately. The closing stock price of the issuer's common stock reported on FINRA Other OTC on 1/9/2026 was $3.55 F1 · balance_after: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3 · balance_after: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer. Read SEC document |
| October 06, 2025 Filed Oct 8, 2025 19:18 UTC | OLD MARKET CAPITAL Corp OMCC · Entity 9599 | PurchaseCommon Stock | 5,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-25-019020 · fp0094215-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · Director · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,543,935 F4 · price: These shares were awarded on 10/06/2025. 5,493 shares vested immediately. The closing stock price of the issuer's common stock reported on NASDAQ on 10/06/2025 was $4.99. F1 · balance_after: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3 · balance_after: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 14:06 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | OtherCommon Stock | 167,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-25-013241 · fp0094500-2_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,260,690 F3 · kind: In satisfaction of a partial withdrawal request, MCF distributed in-kind to three limited partners a total of 167,404 shares of the Issuer's Common Stock on July 15, 2025. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 167,404 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG). F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 14:02 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | OtherCommon Stock | 380,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-25-013240 · fp0094500-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,867,198 F3 · kind: In satisfaction of a partial withdrawal request, MCF distributed in-kind to three limited partners a total of 380,731 shares of the Issuer's Common Stock on July 15, 2025. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 380,731 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG). F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 20:18 UTC | OLD MARKET CAPITAL Corp OMCC · Entity 9599 | PurchaseCommon Stock | 6,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-25-012902 · fp0094215-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · Director · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,538,442 F4 · price: These shares were awarded on 07/03/2025. 6,136 shares vested immediately. The closing stock price of the issuer's common stock reported on NASDAQ on 07/03/2025 was $5.80. F1 · balance_after: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3 · balance_after: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 21:26 UTC | NELNET INC NNI · Entity 3982 | GrantPhantom Stock · Derivative | 1,884 | $95.58 | $180,072.72 |
DisclosureSEC source: 0001398344-25-011946 · fp0094006-1_4.xml · derivative · entry 1 Peterson Adam K · CIK 0001667769 · Director · See below MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · See remarks MAGNOLIA GROUP, LLC · CIK 0001618376 · See remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,678,448 Underlying: Class A Common Stock · 1,884 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock promptly after the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum promptly after the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F2 · derivative.expiration_date: The shares of phantom stock were granted pursuant to the issuer's Directors Stock Compensation Plan. They will become payable in shares of Class A Common Stock promptly after the time of termination of the reporting person's service as a member of the issuer's Board of Directors. The shares will be payable in a lump sum promptly after the time of termination of the reporting person's service as a member of the issuer's Board, or in up to five annual installments, commencing promptly after the time of termination of the reporting person's service on the issuer's Board, as elected by the reporting person. F3 · balance_after: 1,668,976 of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 1,668,976 shares of Common Stock of Nelnet Inc held by Magnolia Capital Fund, LP. Mr. Peterson holds directly the 9,472 shares of Phantom Stock for his own account. F4 · balance_after: Includes a total of 19 shares acquired on September 13, 2024, 20 shares acquired on December 16, 2024, 19 shares acquired on March 14, 2025, and 19 shares acquired on June 16, 2025 pursuant to the dividend reinvestment feature of the issuer's Directors Stock Compensation Plan. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 23:14 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | SaleCommon Stock | 43,000 | $57.57 | $2,475,510.00 |
DisclosureSEC source: 0001398344-25-011758 · fp0093918-1_4.xml · nonDerivative · entry 4 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,428,094 F6 · price: This transaction was executed in multiple trades at prices ranging from $57.15 to $58.04. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| June 11, 2025 Filed Jun 11, 2025 23:14 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | SaleCommon Stock | 45,000 | $56.28 | $2,532,600.00 |
DisclosureSEC source: 0001398344-25-011758 · fp0093918-1_4.xml · nonDerivative · entry 3 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,471,094 F5 · price: This transaction was executed in multiple trades at prices ranging from $56.10 to $56.55. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 23:14 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | SaleCommon Stock | 53,000 | $55.49 | $2,940,970.00 |
DisclosureSEC source: 0001398344-25-011758 · fp0093918-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,516,094 F4 · price: This transaction was executed in multiple trades at prices ranging from $55.21 to $55.95. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| June 09, 2025 Filed Jun 10, 2025 23:01 UTC | NELNET INC NNI · Entity 3982 | OtherClass A Common Stock, Par Value $0.01 per Share | 231,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-25-011713 · fp0093871-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · Director · See below MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · (See remarks) MAGNOLIA GROUP, LLC · CIK 0001618376 · (See remarks) Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,676,487 F4 · kind: In satisfaction of a partial withdrawal request, MCF distributed in-kind to three limited partners a total of 231,024 shares of the Issuer's Common Stock on June 9, 2025. As a result of the distribution, MCF is no longer deemed beneficial owner of such distributed shares and, accordingly, the number of shares reported by MCF decreased by 231,024 (with a corresponding decrease in the number of shares beneficially owned by TMG, as the general partner of MCF, and Mr. Peterson, as the managing member of TMG). F5 · balance_after: MCF may be deemed the beneficial owner of 1,668,976 shares of Common Stock that it holds. TMG may be deemed the beneficial owner of 1,668,976 shares of Common Stock that it holds. Mr. Peterson may be deemed the beneficial owner of 1,676,487 shares of Common Stock, including the 7,511 shares of Phantom Stock that he holds directly and he holds interest in MCF and TMG. F1 · ownership.direct: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson"), The Magnolia Group, LLC ("TMG") and Magnolia Capital Fund ("MCF"). TMG is the general partner and investment manager of MCF. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein for those reporting persons. F2 · ownership.direct: TMG and Mr. Peterson disclaim beneficial ownership with respect to the shares reported indirectly except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3 · ownership.direct: Mr. Peterson serves on the Board of Directors of the Issuer. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 23:14 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | SaleCommon Stock | 13,269 | $55.80 | $740,410.20 |
DisclosureSEC source: 0001398344-25-011758 · fp0093918-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,569,094 F3 · price: This transaction was executed in multiple trades at prices ranging from $55.37 to $56.15. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr.Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| January 10, 2025 Filed Jan 14, 2025 21:52 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 11,798 | $9.64 | $113,732.72 |
DisclosureSEC source: 0001398344-25-000659 · fp0091880-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,247,929 F3 · price: This transaction was executed in multiple trades at prices ranging from $9.60 to $9.65. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| January 02, 2025 Filed Jan 2, 2025 23:22 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 15,000 | $10.30 | $154,500.00 |
DisclosureSEC source: 0001398344-25-000059 · fp0091589-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,236,131 F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| December 30, 2024 Filed Jan 2, 2025 23:22 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 13,636 | $10.45 | $142,496.20 |
DisclosureSEC source: 0001398344-25-000059 · fp0091589-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,221,131 F3 · price: This transaction was executed in multiple trades at prices ranging from $10.45 to $10.48. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 18:50 UTC | OLD MARKET CAPITAL Corp OMCC · Entity 9599 | PurchaseCommon Stock | 4,835 | $6.02 | $29,106.70 |
DisclosureSEC source: 0001398344-24-023409 · fp0091441-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · Director · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,532,306 F5 · price: This transaction was executed at $6.02. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3 · balance_after: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 22:12 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 29,455 | $10.82 | $318,703.10 |
DisclosureSEC source: 0001398344-24-023433 · fp0091475-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,207,495 F3 · price: This transaction was executed in multiple trades at prices ranging from $10.80 to $10.84. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 18:50 UTC | OLD MARKET CAPITAL Corp OMCC · Entity 9599 | PurchaseCommon Stock | 12,000 | $5.95 | $71,400.00 |
DisclosureSEC source: 0001398344-24-023409 · fp0091441-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · Director · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,527,471 F4 · price: This transation was executed at $5.95. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3 · balance_after: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer. Read SEC document |
| December 13, 2024 Filed Dec 18, 2024 00:27 UTC | OLD MARKET CAPITAL Corp OMCC · Entity 9599 | PurchaseCommon Stock | 73,000 | $6.00 | $438,000.00 |
DisclosureSEC source: 0001398344-24-023335 · fp0091413-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · Director · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,515,471 F4 · price: This transaction was executed in multiple trades at $6.00. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Adam K. Peterson ("Mr. Peterson") and the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Mr. Peterson is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. Mr. Peterson serves as a director of the Issuer. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. F3 · balance_after: Mr. Peterson serves as a Director and is a 10% Owner of the Issuer. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 22:24 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 27,366 | $10.96 | $299,931.36 |
DisclosureSEC source: 0001398344-24-021041 · fp0091146-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,178,040 F3 · price: This transaction was executed in multiple trades at prices ranging from $10.94 to $10.99. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| September 19, 2024 Filed Sep 23, 2024 20:28 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | PurchaseCommon Stock | 813,953 | $43.00 | $34,999,979.00 |
DisclosureSEC source: 0001398344-24-018079 · fp0090329-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,582,363 F3 · price: Represents shares purchased by the reporting person at the public offering price of $43.00 per share in connection with the issuer's underwritten public offering of common stock. F1 · balance_after: The reported shares are directly owned by the Magnolia Capital Fund ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| September 18, 2024 Filed Sep 19, 2024 22:03 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 11,700 | $20.40 | $238,680.00 |
DisclosureSEC source: 0001398344-24-018001 · fp0090281-1_4.xml · nonDerivative · entry 2 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,626 F4 · price: This transaction was executed in multiple trades at prices ranging from $20.32 to $20.55. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 249,626 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 22:03 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 9,380 | $20.48 | $192,102.40 |
DisclosureSEC source: 0001398344-24-018001 · fp0090281-1_4.xml · nonDerivative · entry 1 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,326 F3 · price: This transaction was executed in multiple trades at prices ranging from $20.30 to $20.65. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 249,626 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 21:20 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 4,550 | $20.30 | $92,365.00 |
DisclosureSEC source: 0001398344-24-017885 · fp0090212-1_4.xml · nonDerivative · entry 1 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,706 F3 · price: This transaction was executed in multiple trades at prices ranging from $20.30 to $20.40. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 270,706 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| September 09, 2024 Filed Sep 9, 2024 21:25 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 5,033 | $20.15 | $101,414.95 |
DisclosureSEC source: 0001398344-24-017718 · fp0090140-1_4.xml · nonDerivative · entry 2 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,256 F4 · price: This transaction was executed in multiple trades at prices ranging from $20.15 to $20.45. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 275,256 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 21:25 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 13,500 | $19.17 | $258,795.00 |
DisclosureSEC source: 0001398344-24-017718 · fp0090140-1_4.xml · nonDerivative · entry 1 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,289 F3 · price: This transaction was executed in multiple trades at prices ranging from $19.10 to $19.25. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 275,256 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| September 03, 2024 Filed Sep 3, 2024 22:28 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 2,900 | $19.05 | $55,245.00 |
DisclosureSEC source: 0001398344-24-017209 · fp0089740-1_4.xml · nonDerivative · entry 3 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,789 F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 293,789 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 22:28 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 13,500 | $19.16 | $258,660.00 |
DisclosureSEC source: 0001398344-24-017209 · fp0089740-1_4.xml · nonDerivative · entry 2 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,689 F4 · price: This transaction was executed in multiple trades at prices ranging from $19.05 to $19.25. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 293,789 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 22:28 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 3,600 | $19.14 | $68,904.00 |
DisclosureSEC source: 0001398344-24-017209 · fp0089740-1_4.xml · nonDerivative · entry 1 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,189 F3 · price: This transaction was executed in multiple trades at prices ranging from $19.12 to $19.22. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 293,789 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 22:08 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 3,857 | $18.94 | $73,051.58 |
DisclosureSEC source: 0001398344-24-016214 · fp0089740-1_4.xml · nonDerivative · entry 1 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,789 F3 · price: This transaction was executed in multiple trades at prices ranging from $18.90 to $18.95. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 313,789 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| August 12, 2024 Filed Aug 15, 2024 00:42 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 3,516 | $19.00 | $66,804.00 |
DisclosureSEC source: 0001398344-24-014726 · fp0089740-1_4.xml · nonDerivative · entry 1 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,646 F3 · price: This transaction was executed in multiple trades at prices ranging from $19.00 to $19.10. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 317,646 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 21:28 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 3,500 | $19.40 | $67,900.00 |
DisclosureSEC source: 0001398344-24-013652 · fp0087118-1_4.xml · nonDerivative · entry 2 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,162 F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 321,162 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 21:28 UTC | Wheeler Real Estate Investment Trust, Inc. WHLRD · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock | 3,000 | $19.70 | $59,100.00 |
DisclosureSEC source: 0001398344-24-013652 · fp0087118-1_4.xml · nonDerivative · entry 1 MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Peterson Adam K · CIK 0001667769 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,662 F1 · balance_after: All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 321,162 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 19:49 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 522 | $7.92 | $4,134.24 |
DisclosureSEC source: 0001398344-24-012269 · fp0088987-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,150,674 F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 19:49 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 26,000 | $8.03 | $208,780.00 |
DisclosureSEC source: 0001398344-24-012269 · fp0088987-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,150,152 F3 · price: This transaction was executed in multiple trades at a price of $8.03. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 21:22 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 23,500 | $8.27 | $194,345.00 |
DisclosureSEC source: 0001398344-24-012091 · fp0088915-1_4.xml · nonDerivative · entry 2 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,124,152 F4 · price: This transaction was executed in multiple trades at prices ranging from $8.26 to $8.29. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 21:22 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 2,180 | $8.03 | $17,505.40 |
DisclosureSEC source: 0001398344-24-012091 · fp0088915-1_4.xml · nonDerivative · entry 1 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,100,652 F3 · price: This transaction was executed in multiple trades at prices ranging from $8.00 to $8.13. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. Read SEC document |
| June 21, 2024 Filed Jun 21, 2024 20:25 UTC | RE/MAX Holdings, Inc. RMAX · Entity 9537 | PurchaseCommon Stock | 12,000 | $8.34 | $100,080.00 |
DisclosureSEC source: 0001398344-24-011875 · fp0088829-1_4.xml · nonDerivative · entry 3 Peterson Adam K · CIK 0001667769 · 10% owner MAGNOLIA CAPITAL FUND, LP · CIK 0001618333 · 10% owner MAGNOLIA GROUP, LLC · CIK 0001618376 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,098,472 F1 · balance_after: The reported shares are directly owned by Magnolia Capital Fund, LP ("MCF"), of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson ("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of the shares reported herein. F2 · balance_after: TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes. 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.