As of June 09, 2026, Medalist Diversified's top three insider holders are Frank Kavanaugh (Chairman, Ceo President, 646.18K shares), Thomas E Messier (Director, 235.22K shares), William R Elliott (Vice Chairman/President/Coo, 196.28K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Frank Kavanaugh | Chairman, Ceo President | 646,177 | 0 | 13 Mar, 2026 |
| Thomas E Messier | - | 235,219 | 0 | 09 Dec, 2022 |
| Charles S Jr Pearson | - | 15,394 | 0 | 24 Jan, 2024 |
| Neil P Farmer | - | 14,258 | 0 | 30 Jan, 2026 |
| William R Elliott | Vice Chairman/President/Coo | 196,282 | 0 | 09 Dec, 2022 |
| Charles Brent Jr. Winn | Chief Financial Officer | 60,390 | 0 | 06 Mar, 2026 |
| Operating Partners, Ltd. Alf | - | 125,000 | 0 | 01 Jul, 2022 |
| Alfred Lee Finley | - | 0 | 166,659 | 28 Jan, 2025 |
| Benjamin Ore | - | 14,600 | 0 | 17 Mar, 2025 |
| Colin Elliott | - | 43,365 | 0 | 09 Dec, 2022 |
| Timothy Patrick O'Brien | - | 15,082 | 0 | 14 Mar, 2024 |
| Emanuel D Neuman | - | 14,378 | 0 | 30 Jan, 2026 |
| David Lunin | - | 6,066 | 0 | 30 Jan, 2026 |
| Kory J. Kramer | - | 101,039 | 0 | 31 Jan, 2025 |
| Marc Carlson | - | 21,039 | 0 | 03 Sep, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Frank Kavanaugh | Common Stock | A | 40,000 | $15.00 | 646,177 | D | P |
| 05 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 350 | $11.60 | 59,552 | D | P |
| 05 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 350 | $11.60 | 59,552 | D | P |
| 05 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 350 | $11.60 | 59,552 | D | P |
| 05 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 501 | $11.40 | 60,053 | D | P |
| 05 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 501 | $11.40 | 60,053 | D | P |
| 05 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 501 | $11.40 | 60,053 | D | P |
| 06 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 337 | $11.40 | 60,390 | D | P |
| 06 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 337 | $11.40 | 60,390 | D | P |
| 06 Mar, 2026 | Charles Brent Jr. Winn | Common Stock | A | 337 | $11.40 | 60,390 | D | P |
| 12 Feb, 2026 | Frank Kavanaugh | Common Stock | A | 300,000 | $12.40 | 606,177 | D | C |
| 12 Feb, 2026 | Frank Kavanaugh | Operating Partnership Units | D | 160,000 | - | 946,200 | D | C |
| 12 Feb, 2026 | Frank Kavanaugh | Operating Partnership Units | D | 140,000 | - | 806,200 | D | C |
| 28 Jan, 2026 | Emanuel D Neuman | Common Stock | A | 2,500 | $12.12 | 14,378 | D | A |
| 28 Jan, 2026 | Emanuel D Neuman | Common Stock | A | 2,500 | $12.12 | 14,378 | D | A |
| 28 Jan, 2026 | David Lunin | Common | A | 2,500 | $12.12 | 6,066 | D | A |
| 28 Jan, 2026 | Charles Brent Jr. Winn | Common Stock | A | 4,000 | $12.12 | 59,202 | D | A |
| 28 Jan, 2026 | Emanuel D Neuman | Common Stock | A | 2,500 | $12.12 | 14,378 | D | A |
| 28 Jan, 2026 | Charles Brent Jr. Winn | Common Stock | A | 4,000 | $12.12 | 59,202 | D | A |
| 28 Jan, 2026 | Charles Brent Jr. Winn | Common Stock | A | 4,000 | $12.12 | 59,202 | D | A |