Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Medalist Diversified, Inc.MDRR · Entity 7509 | CONTROLLER | March 17, 2025 | March 17, 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 March 17, 2025 · Filed March 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 14,600 |
Reported balance
After 2025-03-17 transaction · row 1
1 source rowRow 1 · 2025-03-17 · Purchase · Acquired 100 · Balance 14,600 |
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 |
|---|---|---|---|---|---|---|
| March 17, 2025 Filed Mar 17, 2025 18:11 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 100 | $12.40 | $1,240.00 |
DisclosureSEC source: 0001415889-25-008183 · form4-03172025_060346.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,600 Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 16:40 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 1,000 | $12.75 | $12,750.00 |
DisclosureSEC source: 0001415889-25-006392 · form4-03042025_040358.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,500 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 17:28 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon | 1,000 | $12.03 | $12,030.00 |
DisclosureSEC source: 0001415889-25-001634 · form4-01172025_050135.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,500 Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 20:13 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 8,000 | $12.50 | $100,000.00 |
DisclosureSEC source: 0001415889-24-029568 · form4-12172024_081254.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 13:41 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 1,000 | $12.31 | $12,310.00 |
DisclosureSEC source: 0001415889-24-027678 · form4-11262024_011125.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,500 Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 19:05 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 369 | $12.05 | $4,446.45 |
DisclosureSEC source: 0001415889-24-023421 · form4-09162024_070900.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 22:00 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon | 644 | $12.25 | $7,889.00 |
DisclosureSEC source: 0001415889-24-023314 · form4-09122024_100949.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,131 Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 21:14 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchasePreferred Stock (non-voting) | 100 | $23.30 | $2,330.00 |
DisclosureSEC source: 0001415889-23-016365 · form4-12132023_091212.xml · nonDerivative · entry 2 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470 Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 21:14 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchasePreferred Stock (non-voting) | 370 | $23.50 | $8,695.00 |
DisclosureSEC source: 0001415889-23-016365 · form4-12132023_091212.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370 Read SEC document |
| November 21, 2023 Filed Nov 27, 2023 21:33 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 500 | $5.32 | $2,662.35 |
DisclosureSEC source: 0001415889-23-015494 · form4-11272023_091110.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,976 Read SEC document |
| November 21, 2023 Filed Nov 29, 2023 17:13 UTC Amendment | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 500 | $5.32 | $2,662.35 |
DisclosureSEC source: 0001415889-23-015571 · form4a-11292023_051140.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · CONTROLLER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,976 F1 · kind: "V' was erroneously entered on the original submission. Read SEC document |
| December 09, 2022 Filed Dec 16, 2022 21:47 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | GrantCommon Stock | 12,739 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-127888 · tm2232394-2_4seq1.xml · nonDerivative · entry 2 Ore Benjamin · CIK 0001958176 · Senior Accountant 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,821 F1 · price: 12,739 shares of common stock were issued to Mr. Ore on December 9, 2022 pursuant to the Medalist Diversified REIT, Inc. 2018 Equity Incentive Plan. Read SEC document |
| November 30, 2022 Filed Dec 16, 2022 21:47 UTC | Medalist Diversified, Inc. MDRR · Entity 7509 | PurchaseCommon Stock | 12,823 | $0.78 | $10,001.94 |
DisclosureSEC source: 0001104659-22-127888 · tm2232394-2_4seq1.xml · nonDerivative · entry 1 Ore Benjamin · CIK 0001958176 · Senior Accountant 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,082 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.