Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gyrodyne, LLCGYRO · Entity 7938 | Director | April 01, 2024 | September 03, 2024 |
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.
Gyrodyne, LLC
Report date April 01, 2024 · Filed September 03, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON SHARES OF LIMITED LIABILITY COMPANY INTERESTSSEC Table I · non-derivative | Direct | 30,542 |
Reported balance
After 2024-04-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-04-01 · Sale · Acquired 4,368 · Balance 30,542 |
| COMMON SHARES OF LIMITED LIABILITY COMPANY INTERESTSSEC Table I · non-derivative | IndirectThese shares are held indirectly in an Individual Retirement Account. | 80,557 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 80,557 F1: This amendment is being filed to correct the amount of securities indirectly beneficially owned through the Individual Retirement Account. |
Filing footnotes · ownership attribution and instrument terms
F1: This amendment is being filed to correct the amount of securities indirectly beneficially owned through the Individual Retirement Account.
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 |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 4, 2024 13:03 UTC | Gyrodyne, LLC GYRO · Entity 7938 | SaleCOMMON SHARES OF LIMITED LIABILITY COMPANY INTERESTS | 4,368 | $7.99 | $34,916.48 |
DisclosureSEC source: 0001244352-24-000002 · primary_doc.xml · nonDerivative · entry 1 LAMB PAUL L · CIK 0001244352 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · SEE FOOTNOTE Disclosed balance after: 111,328 F1 · ownership.nature: Includes 80,786 shares in an Individual Retirement Account. Read SEC document |
| April 01, 2024 Filed Sep 3, 2024 21:08 UTC Amendment | Gyrodyne, LLC GYRO · Entity 7938 | SaleCOMMON SHARES OF LIMITED LIABILITY COMPANY INTERESTS | 4,368 | $7.99 | $34,916.48 |
DisclosureSEC source: 0001244352-24-000003 · primary_doc.xml · nonDerivative · entry 1 LAMB PAUL L · CIK 0001244352 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,542 Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 14:13 UTC | Gyrodyne, LLC GYRO · Entity 7938 | OtherCOMMON SHARES OF LIMITED LIABILITY COMPANY INTERESTS | 47,895 | $8.00 | $383,160.00 |
DisclosureSEC source: 0001244352-24-000001 · primary_doc.xml · nonDerivative · entry 1 LAMB PAUL L · CIK 0001244352 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · SEE FOOTNOTE Disclosed balance after: 115,696 F1 · kind: Acquired shares through exercise of rights pursuant to rights offering of the issuer F2 · ownership.nature: Includes 4,368 shares held by Lamb & Barnosky, LLP Profit Sharing Trust and 80,786 shares in an Individual Retirement Account. Mr. Lamb is a trustee of the Profit-Sharing Trust. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 11:27 UTC | Gyrodyne, LLC GYRO · Entity 7938 | GrantCOMMON SHARES OF LIMITED LIABILITY COMPANY INTERESTS | 30,542 | $21.60 | $659,707.20 |
DisclosureSEC source: 0001244352-23-000003 · primary_doc.xml · nonDerivative · entry 1 LAMB PAUL L · CIK 0001244352 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · SEE FOOTNOTE Disclosed balance after: 67,801 F2 · shares: The Reporting Person agreed to waive his benefits under the Issuer's Bonus Plan, and receive in exchange shares of equivalent value under the Issuer's Stock Plan. F1 · ownership.nature: Includes 4,368 shares held by Lamb & Barnosky, LLP Profit Sharing Trust and 32,891 shares in an Individual Retirement Account. Mr. Lamb is a trustee of the Profit-Sharing Trust. Read SEC document |
| August 25, 2017 Filed Aug 28, 2017 10:08 UTC | Gyrodyne, LLC GYRO · Entity 7938 | PurchaseCommon Shares representing limited liability company interes | 1,500 | $20.44 | $30,660.00 |
DisclosureSEC source: 0000899243-17-021064 · doc4.xml · nonDerivative · entry 1 LAMB PAUL L · CIK 0001244352 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Lamb & Barnosky Profit Sharing Plan, of which Mr. Lamb is Trustee Disclosed balance after: 4,368 F1 · balance_after: The Reporting Person is also the indirect owner: (x) as Trustee of the Paul L. Lamb, P.C. Defined Benefit Plan of 15,022 Common Shares representing limited liability company interest and (y) under the Paul L. Lamb IRA of 17,869 Common Shares representing limited liability company interest. 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.