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 |
|---|---|---|---|---|---|---|
| January 31, 2017 Filed Feb 1, 2017 22:41 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 4,961 | $10.99 | $54,503.03 |
DisclosureSEC source: 0001398344-17-001230 · fp0023755_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: Not disclosed Ownership: Direct Disclosed balance after: 1,141,627 F4 · price: This transaction was executed in multiple trades at prices ranging from $10.9799 to $10.9900. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 30, 2017 Filed Feb 1, 2017 22:41 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 1,855 | $10.88 | $20,185.55 |
DisclosureSEC source: 0001398344-17-001230 · fp0023755_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: Not disclosed Ownership: Direct Disclosed balance after: 1,136,666 F3 · price: This transaction was executed in multiple trades at prices ranging from $10.805 to $10.93. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 27, 2017 Filed Jan 27, 2017 22:46 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 237 | $10.80 | $2,559.60 |
DisclosureSEC source: 0001398344-17-000990 · fp0023655_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: Not disclosed Ownership: Direct Disclosed balance after: 1,134,811 F4 · price: This transaction was executed in multiple trades at the price of 10.80. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 26, 2017 Filed Jan 27, 2017 22:46 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 15,483 | $10.85 | $167,953.39 |
DisclosureSEC source: 0001398344-17-000990 · fp0023655_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: Not disclosed Ownership: Direct Disclosed balance after: 1,134,574 F3 · price: This transaction was executed in multiple trades at prices ranging from $10.84 to $10.85. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 23, 2017 Filed Jan 23, 2017 22:23 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 21,000 | $11.19 | $234,973.20 |
DisclosureSEC source: 0001398344-17-000726 · fp0023502_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: Not disclosed Ownership: Direct Disclosed balance after: 1,119,091 F4 · price: This transaction was executed in multiple trades at prices ranging from $11.095 to $11.22. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 20, 2017 Filed Jan 23, 2017 22:23 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 9,528 | $11.12 | $105,914.20 |
DisclosureSEC source: 0001398344-17-000726 · fp0023502_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: Not disclosed Ownership: Direct Disclosed balance after: 1,098,091 F3 · price: This transaction was executed in multiple trades at prices ranging from $11.03 to $11.15. 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: 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 18, 2017 Filed Jan 18, 2017 23:12 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 5,020 | $11.12 | $55,799.31 |
DisclosureSEC source: 0001398344-17-000621 · fp0023441_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: Not disclosed Ownership: Direct Disclosed balance after: 1,088,563 F4 · price: This transaction was executed in multiple trades at prices ranging from $10.9999 to $11.2499. 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. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 23:12 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 780 | $10.94 | $8,535.38 |
DisclosureSEC source: 0001398344-17-000621 · fp0023441_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: Not disclosed Ownership: Direct Disclosed balance after: 1,083,543 F3 · price: This transaction was executed in multiple trades at prices ranging from $10.93 to $10.95. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 12, 2017 Filed Jan 12, 2017 23:08 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 83,520 | $11.71 | $977,685.12 |
DisclosureSEC source: 0001398344-17-000516 · fp0023386_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: Not disclosed Ownership: Direct Disclosed balance after: 1,082,763 F4 · price: This transaction was executed in multiple trades at prices ranging from $11.5 to $11.9999. 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. Read SEC document |
| January 11, 2017 Filed Jan 12, 2017 23:08 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 18,635 | $11.95 | $222,691.98 |
DisclosureSEC source: 0001398344-17-000516 · fp0023386_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: Not disclosed Ownership: Direct Disclosed balance after: 999,243 F3 · price: This transaction was executed in multiple trades at prices ranging from $11.81 to $11.9999. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 06, 2017 Filed Jan 9, 2017 21:20 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 24,400 | $11.73 | $286,229.08 |
DisclosureSEC source: 0001398344-17-000309 · fp0023324_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: Not disclosed Ownership: Direct Disclosed balance after: 980,608 F3 · price: This transaction was executed in multiple trades at prices ranging from $11.47 to $11.74. 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 the above listed Common Stock of Nicholas Financial, 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 |
| January 05, 2017 Filed Jan 6, 2017 01:53 UTC | OLD MARKET CAPITAL Corp NICK · Entity 9599 | PurchaseCommon Stock | 28,000 | $11.85 | $331,844.80 |
DisclosureSEC source: 0001398344-17-000154 · fp0023264_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: Not disclosed Ownership: Direct Disclosed balance after: 956,208 F3 · price: This transaction was executed in multiple trades at prices ranging from $11.8000 to $11.8600. 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 the above listed Common Stock of Nicholas Financial, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.