Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Power REITPW · Entity 8465 | 10% owner | February 06, 2026 | February 10, 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.
Power REIT
Report date February 06, 2026 · Filed February 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 7.75% Series A Cum. Red. Perpetual Preferred StockSEC Table I · non-derivative | Direct | 14,787 |
Reported balance
After 2026-02-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-06 · Purchase · Acquired 5,420 · Balance 14,787 F1: The 7.75% Series A Cumulative Redeemable Perpetual Preferred Stock Liquidation Preference $25.00 per Share ("Series A Preferred Stock") may be convertible into shares of the common stock of Power REIT ("Issuer") only upon the occurrence of certain material events outside the control of the reporting person, including a "Change of Control" and a "Delisting Event" (each as defined in the Series A Preferred Stock Articles Supplementary), provided that the Issuer has not earlier delivered notice of the Issuer's election to redeem such shares of Series A Preferred Stock. F2: If it becomes convertible as noted in footnote (1), one share of Series A Preferred Stock may be converted into a number of shares of common stock equal to the lesser of: (i) the quotient obtained by dividing the sum of $25 plus any accrued and unpaid dividends by (x) the cash consideration per share of common stock received in the Change of Control if cash is the sole consideration received or (y) the average of the closing price per share of common stock on the 10 consecutive trading days immediately preceding the effective date of the Change of Control (if any consideration other than cash is received by holders of common stock) or the effective date of the Delisting Event, as applicable; or (ii) 5. The trading symbol for the Series A Preferred Stock is PW.A. F3: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transaction at prices ranging from $5.49 to $6.45, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (3) and (4) of this Form 4. |
| 7.75% Series A Cum. Red. Perpetual Preferred StockSEC Table I · non-derivative | Direct | 34,000 |
Reported balance
After 2026-02-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-06 · Purchase · Acquired 19,213 · Balance 34,000 F4: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.50 to $7.00, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The 7.75% Series A Cumulative Redeemable Perpetual Preferred Stock Liquidation Preference $25.00 per Share ("Series A Preferred Stock") may be convertible into shares of the common stock of Power REIT ("Issuer") only upon the occurrence of certain material events outside the control of the reporting person, including a "Change of Control" and a "Delisting Event" (each as defined in the Series A Preferred Stock Articles Supplementary), provided that the Issuer has not earlier delivered notice of the Issuer's election to redeem such shares of Series A Preferred Stock.
F2: If it becomes convertible as noted in footnote (1), one share of Series A Preferred Stock may be converted into a number of shares of common stock equal to the lesser of: (i) the quotient obtained by dividing the sum of $25 plus any accrued and unpaid dividends by (x) the cash consideration per share of common stock received in the Change of Control if cash is the sole consideration received or (y) the average of the closing price per share of common stock on the 10 consecutive trading days immediately preceding the effective date of the Change of Control (if any consideration other than cash is received by holders of common stock) or the effective date of the Delisting Event, as applicable; or (ii) 5. The trading symbol for the Series A Preferred Stock is PW.A.
F3: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transaction at prices ranging from $5.49 to $6.45, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (3) and (4) of this Form 4.
F4: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.50 to $7.00, inclusive.
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 |
|---|---|---|---|---|---|---|
| February 06, 2026 Filed Feb 10, 2026 19:53 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 19,213 | $6.79 | $130,496.62 |
DisclosureSEC source: 0001042634-26-000005 · primary_doc.xml · nonDerivative · entry 2 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,000 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.50 to $7.00, inclusive. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 19:53 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 5,420 | $5.98 | $32,432.20 |
DisclosureSEC source: 0001042634-26-000005 · primary_doc.xml · nonDerivative · entry 1 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,787 F1 · security: The 7.75% Series A Cumulative Redeemable Perpetual Preferred Stock Liquidation Preference $25.00 per Share ("Series A Preferred Stock") may be convertible into shares of the common stock of Power REIT ("Issuer") only upon the occurrence of certain material events outside the control of the reporting person, including a "Change of Control" and a "Delisting Event" (each as defined in the Series A Preferred Stock Articles Supplementary), provided that the Issuer has not earlier delivered notice of the Issuer's election to redeem such shares of Series A Preferred Stock. F2 · security: If it becomes convertible as noted in footnote (1), one share of Series A Preferred Stock may be converted into a number of shares of common stock equal to the lesser of: (i) the quotient obtained by dividing the sum of $25 plus any accrued and unpaid dividends by (x) the cash consideration per share of common stock received in the Change of Control if cash is the sole consideration received or (y) the average of the closing price per share of common stock on the 10 consecutive trading days immediately preceding the effective date of the Change of Control (if any consideration other than cash is received by holders of common stock) or the effective date of the Delisting Event, as applicable; or (ii) 5. The trading symbol for the Series A Preferred Stock is PW.A. F3 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transaction at prices ranging from $5.49 to $6.45, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (3) and (4) of this Form 4. Read SEC document |
| February 04, 2026 Filed Feb 4, 2026 23:09 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 575 | $8.00 | $4,600.00 |
DisclosureSEC source: 0001042634-26-000003 · primary_doc.xml · nonDerivative · entry 3 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,367 Read SEC document |
| February 03, 2026 Filed Feb 4, 2026 23:09 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 647 | $8.00 | $5,176.00 |
DisclosureSEC source: 0001042634-26-000003 · primary_doc.xml · nonDerivative · entry 2 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,792 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 23:09 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 800 | $7.93 | $6,344.00 |
DisclosureSEC source: 0001042634-26-000003 · primary_doc.xml · nonDerivative · entry 1 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,145 Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 21:37 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 2,548 | $8.41 | $21,433.01 |
DisclosureSEC source: 0001042634-26-000002 · primary_doc.xml · nonDerivative · entry 1 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,345 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.35 to $8.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 23:30 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 1,497 | $7.75 | $11,595.61 |
DisclosureSEC source: 0001042634-26-000001 · primary_doc.xml · nonDerivative · entry 2 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,797 F1 · price: The price reported in column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $7.70 to $7.75, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| January 15, 2026 Filed Feb 10, 2026 19:00 UTC Amendment | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 1,497 | $7.75 | $11,595.61 |
DisclosureSEC source: 0001042634-26-000004 · primary_doc.xml · nonDerivative · entry 2 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,797 F4 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.70 to $7.75, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 23:30 UTC | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 3,300 | $7.10 | $23,429.34 |
DisclosureSEC source: 0001042634-26-000001 · primary_doc.xml · nonDerivative · entry 1 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,300 Read SEC document |
| January 14, 2026 Filed Feb 10, 2026 19:00 UTC Amendment | Power REIT PW · Entity 8465 | Purchase7.75% Series A Cum. Red. Perpetual Preferred Stock | 3,300 | $7.10 | $23,429.34 |
DisclosureSEC source: 0001042634-26-000004 · primary_doc.xml · nonDerivative · entry 1 POSNER HENRY III · CIK 0001042634 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,300 F1 · security: The 7.75% Series A Cumulative Redeemable Perpetual Preferred Stock Liquidation Preference $25 per Share ("Series A Preferred Stock") may be convertible into shares of the common stock of Power REIT (the "Issuer") only upon the occurrence of certain material events outside the control of the reporting person, including a "Change of Control" and a "Delisting Event" (each as defined in the Series A Preferred Stock Articles Supplementary), provided that the Issuer has not earlier delivered notice of the Issuer's election to redeem such shares of Series A Preferred Stock. F2 · security: If it becomes convertible as noted in footnote (1), one share of Series A Preferred Stock may be converted into a number of shares of common stock equal to the lesser of: (i) the quotient obtained by dividing the sum of $25 plus any accrued and unpaid dividends by (x) the cash consideration per share of common stock received in the Change of Control if cash is the sole consideration received or (y) the average of the closing price per share of common stock on the 10 consecutive trading days immediately preceding the effective date of the Change of Control (if any consideration other than cash is received by holders of common stock) or the effective date of the Delisting Event, as applicable; or (ii) 5. The trading symbol for the Series A Preferred Stock is PW.A. F3 · security: This amendment has been filed to include footnotes (1) and (2) explaining the conversion feature of the Series A Preferred Stock. The reporting person's Form 4 reports filed on 01/16/2026, 01/30/2026 and 02/04/2026 did not include footnotes (1) and (2). 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.