Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMREP CORP.AXR · Entity 6644 | 10% owner | June 22, 2026 | June 24, 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.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 501,708 |
Reported balance
After 2026-06-22 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-06-22 · Purchase · Acquired 3,075 · Balance 501,708 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.13 to $26.00 per share. F2: The shares are held by James H. Dahl. |
| Common SharesSEC Table I · non-derivative | Direct | 173,750 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 173,750 F5: The shares are held by Rainey E. Lancaster who is a member of a group with James H. Dahl for purposes of Section 13(d) of the Exchange Act. |
| Common SharesSEC Table I · non-derivative | IndirectIRA Accounts | 229,151 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 229,151 F3: The shares are held in two IRA accounts as follows: 204,151 shares held by the ROTH Conversion Account and 25,000 shares held by the IRA Account. |
| Common SharesSEC Table I · non-derivative | IndirectTrust | 94,120 |
Reported balance
Holding disclosure · report date 2026-06-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 94,120 F4: The shares are held by Dahl Family Foundation, Inc. Neither James H. Dahl nor any member of his family have any pecuniary interest in shares held by Dahl Family Foundation, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.13 to $26.00 per share.
F2: The shares are held by James H. Dahl.
F3: The shares are held in two IRA accounts as follows: 204,151 shares held by the ROTH Conversion Account and 25,000 shares held by the IRA Account.
F4: The shares are held by Dahl Family Foundation, Inc. Neither James H. Dahl nor any member of his family have any pecuniary interest in shares held by Dahl Family Foundation, Inc.
F5: The shares are held by Rainey E. Lancaster who is a member of a group with James H. Dahl for purposes of Section 13(d) of the Exchange Act.
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 28, 2022 Filed Jul 10, 2023 21:14 UTC | AMREP CORP. AXR · Entity 6644 | PurchaseCommon Shares | 9 | $14.15 | $127.35 |
DisclosureSEC source: 0001209191-23-041941 · doc4.xml · nonDerivative · entry 2 DAHL JAMES H · CIK 0000933422 · 10% owner Lancaster Rainey E. · CIK 0001984157 · 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: 159,618 F1 · ownership.direct: The shares are held by Rainey E. Lancaster who is a member of a "group" with James H. Dahl for purposes of Section 13(d) of the Exchange Act. Read SEC document |
| July 22, 2022 Filed Jul 10, 2023 21:14 UTC | AMREP CORP. AXR · Entity 6644 | PurchaseCommon Shares | 3,905 | $12.61 | $49,242.05 |
DisclosureSEC source: 0001209191-23-041941 · doc4.xml · nonDerivative · entry 1 DAHL JAMES H · CIK 0000933422 · 10% owner Lancaster Rainey E. · CIK 0001984157 · 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: 159,609 F1 · ownership.direct: The shares are held by Rainey E. Lancaster who is a member of a "group" with James H. Dahl for purposes of Section 13(d) of the Exchange Act. 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.