Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medalist Diversified, Inc.MDRR · Entity 7509 | Director | August 29, 2025 | September 03, 2025 |
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.
Medalist Diversified, Inc.
Report date August 29, 2025 · Filed September 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Kramerica Trust, Dated July 24, 2015 | 41,039 |
Reported balance
After 2025-08-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-08-29 · Sale · Disposed 60,000 · Balance 41,039 F1: Pursuant to a Stock Purchase Agreement dated August 29, 2025, the Kramerica Trust, Dated July 24, 2015 (the "Trust") sold 60,000 shares of common stock for $12.50 per share to Frank Kavanaugh, the Chairman, CEO and President of Medalist Diversified REIT, Inc. F2: The shares are held by the Trust, of which the Reporting Person is the sole trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to a Stock Purchase Agreement dated August 29, 2025, the Kramerica Trust, Dated July 24, 2015 (the "Trust") sold 60,000 shares of common stock for $12.50 per share to Frank Kavanaugh, the Chairman, CEO and President of Medalist Diversified REIT, Inc.
F2: The shares are held by the Trust, of which the Reporting Person is the sole trustee.
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 |
|---|---|---|---|---|---|---|
| August 29, 2025 Filed Sep 3, 2025 16:13 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | SaleCommon Stock | 60,000 | $12.50 | $750,000.00 |
DisclosureSEC source: 0001415889-25-023529 · form4-09032025_080937.xml · nonDerivative · entry 1 Kramer Kory J. · CIK 0002050571 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Kramerica Trust, Dated July 24, 2015 Disclosed balance after: 41,039 F1 · shares: Pursuant to a Stock Purchase Agreement dated August 29, 2025, the Kramerica Trust, Dated July 24, 2015 (the "Trust") sold 60,000 shares of common stock for $12.50 per share to Frank Kavanaugh, the Chairman, CEO and President of Medalist Diversified REIT, Inc. F2 · ownership.nature: The shares are held by the Trust, of which the Reporting Person is the sole trustee. Read SEC document |
| January 31, 2025 Filed Jan 31, 2025 15:22 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 1,039 | $12.03 | $12,499.17 |
DisclosureSEC source: 0001415889-25-002455 · form4-01312025_080108.xml · nonDerivative · entry 1 Kramer Kory J. · CIK 0002050571 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,039 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.