Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Horizon Kinetics Holding CorpHKHC · Entity 1286 | Director | September 18, 2026 | September 22, 2026 |
| MONMOUTH REAL ESTATE INVESTMENT CORPMNR · Entity 129987 | Legal Counsel | December 16, 2019 | December 17, 2019 |
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.
Horizon Kinetics Holding Corp
Report date September 18, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 590 |
Reported balance
After 2026-09-18 transaction · row 1
1 source rowRow 1 · 2026-09-18 · Purchase · Acquired 190 · Balance 590 |
MONMOUTH REAL ESTATE INVESTMENT CORP
Report date December 16, 2019 · Filed December 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | Direct | 80,633.2626 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 80,633.2626 F1: Includes 14.8485 shares acquired through dividend reinvestment on 12/16/2019 and 16,969.88 shares held in the 401K Plan as of 12/2019. |
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | IndirectIRA | 6,978.87 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,978.87 F2: Includes 78.6740 shares acquired through dividend reinvestment on 12/16/2019. |
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | IndirectIRA Account of Spouse | 3,845.0144 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,845.0144 F3: Includes 43.3454 shares acquired through dividend reinvestment on 12/16/2019. |
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | IndirectAccount is C/F Son Cory | 633.3411 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 633.3411 F4: Includes 7.2163 shares acquired through dividend reinvestment on 12/16/2019. |
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | IndirectAccount is C/F Daughter Haley | 633.3411 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 633.3411 F5: Includes 7.2163 shares acquired through dividend reinvestment on 12/16/2019. |
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | IndirectAccount is C/F Son Jesse | 626.9812 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 626.9812 F6: Includes 7.2075 shares acquired through dividend reinvestment on 12/16/2019. |
| Monmouth Real Estate Investment CorporationSEC Table II · derivative / convertible security · Conversion / exercise price $13.64 · Expires 2026-12-10 | Direct | 45,000 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 45,000 |
| Monmouth Real Estate Investment CorporationSEC Table II · derivative / convertible security · Conversion / exercise price $14.24 · Expires 2024-12-09 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2019-12-16 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 30,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 14.8485 shares acquired through dividend reinvestment on 12/16/2019 and 16,969.88 shares held in the 401K Plan as of 12/2019.
F2: Includes 78.6740 shares acquired through dividend reinvestment on 12/16/2019.
F3: Includes 43.3454 shares acquired through dividend reinvestment on 12/16/2019.
F4: Includes 7.2163 shares acquired through dividend reinvestment on 12/16/2019.
F5: Includes 7.2163 shares acquired through dividend reinvestment on 12/16/2019.
F6: Includes 7.2075 shares acquired through dividend reinvestment on 12/16/2019.
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 |
|---|---|---|---|---|---|---|
| September 18, 2026 Filed Sep 22, 2026 13:28 UTC | Horizon Kinetics Holding Corp HKHC · Entity 1286 | PurchaseCommon Stock | 190 | $26.27 | $4,991.30 |
DisclosureSEC source: 0001437749-26-030860 · rdgdoc.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590 Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 16:11 UTC | Horizon Kinetics Holding Corp HKHC · Entity 1286 | PurchaseCommon Stock | 150 | $33.96 | $5,094.00 |
DisclosureSEC source: 0001437749-26-009345 · rdgdoc.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 15:12 UTC | Horizon Kinetics Holding Corp HKHC · Entity 1286 | PurchaseCommon Stock | 50 | $38.99 | $1,949.50 |
DisclosureSEC source: 0001437749-24-035548 · rdgdoc.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 17:33 UTC | Horizon Kinetics Holding Corp HKHC · Entity 1286 | PurchaseCommon Stock | 200 | $25.48 | $5,096.00 |
DisclosureSEC source: 0001437749-24-028612 · rdgdoc.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Read SEC document |
| August 15, 2019 Filed Aug 16, 2019 13:29 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 1,587.3015 | $12.60 | $20,000.00 |
DisclosureSEC source: 0001567619-19-017157 · doc1.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,743.2184 F1 · balance_after: Includes 1,587.3015 shares purchased through Dividend Reinvestment and Stock Purchase Plan on 8/15/2019 Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 11:54 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation · Derivative | 45,000 | $13.64 Strike: $13.64 | $613,800.00 |
DisclosureSEC source: 0001567619-18-007675 · doc1.xml · derivative · entry 7 Nagelberg Allison · CIK 0001408737 · Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Monmouth Real Estate Investment Corporation · 45,000 shares Expires 2026-12-10 F1 · shares: New stock option granted. Read SEC document |
| November 30, 2018 Filed Nov 30, 2018 14:43 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 725 | $13.79 | $9,996.74 |
DisclosureSEC source: 0001567619-18-007158 · doc1.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Legal Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 6,578.4226 Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 12:49 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 1,246.882 | $16.04 | $19,999.99 |
DisclosureSEC source: 0001567619-18-001266 · doc1.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,762.9651 F1 · balance_after: Includes 1,246.882 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 8/15/2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 15:00 UTC Amendment | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 1,414.4272 | $14.14 | $20,000.00 |
DisclosureSEC source: 0001140361-18-014014 · doc1.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,293.1022 F1 · balance_after: Amendment is to revise total shares held to include 1,414.4272 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 3/15/18. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 11:59 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 1,390.82 | $14.38 | $19,999.99 |
DisclosureSEC source: 0001140361-17-032395 · doc1.xml · nonDerivative · entry 1 Nagelberg Allison · CIK 0001408737 · Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,144.1043 F1 · balance_after: Includes 1,390.820 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 8/15/2017 and 10,775 shares held in the 401K Plan as of 3/2017. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 12:52 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation · Derivative | 30,000 | $14.24 Strike: $14.24 | $427,200.00 |
DisclosureSEC source: 0001140361-16-089325 · doc1.xml · derivative · entry 7 Nagelberg Allison · CIK 0001408737 · Legal Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Monmouth Real Estate Investment Corporation · 30,000 shares Expires 2024-12-09 F1 · shares: New stock option granted. 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.