According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at Medalist Diversified REIT are Chairman And Ceo & President Frank Kavanaugh (606.18K shares), Director Alfred Lee Finley (233.32K shares), Director Kory J. Kramer (142.08K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Frank Kavanaugh | Chairman And Ceo & President | 606,177 | 17 Feb, 2026 |
| Thomas E Messier | Nan | 7,351 | 09 Dec, 2022 |
| Alfred Lee Finley | 233,318 | 12 Dec, 2025 | |
| William R Elliott | Vice Chairman/President/Coo | 6,134 | 09 Dec, 2022 |
| Kory J. Kramer | 142,078 | 31 Jan, 2025 | |
| Operating Partners, Ltd. Alf | 3,906 | 01 Jul, 2022 | |
| Charles Brent Jr. Winn | Chief Financial Officer | 59,202 | 30 Jan, 2026 |
| Colin Elliott | 1,355 | 09 Dec, 2022 | |
| Charles S Jr Pearson | 7,697 | 24 Jan, 2024 | |
| Timothy Patrick O'Brien | 7,541 | 14 Mar, 2024 | |
| Benjamin Ore | 14,600 | 17 Mar, 2025 | |
| Emanuel D Neuman | 14,378 | 30 Jan, 2026 | |
| Neil P Farmer | 14,258 | 30 Jan, 2026 | |
| David Lunin | 6,066 | 30 Jan, 2026 | |
| Marc Carlson | 3,039 | 30 Jan, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Feb, 2026 | Frank Kavanaugh | Common Stock | A | 300,000 | $12.40 | 606,177 | D | C |
| 28 Jan, 2026 | Frank Kavanaugh | Common Stock | A | 4,000 | $12.12 | 306,177 | D | A |
| 28 Jan, 2026 | Neil P Farmer | Common Stock | A | 2,500 | $12.12 | 14,258 | 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 | David Lunin | Common | A | 2,500 | $12.12 | 6,066 | D | A |
| 28 Jan, 2026 | Marc Carlson | Common Stock | A | 2,000 | $12.12 | 3,039 | D | A |
| 12 Dec, 2025 | Frank Kavanaugh | Common Stock | A | 88 | $13.00 | 299,683 | D | P |
| 12 Dec, 2025 | Frank Kavanaugh | Common Stock | A | 2,494 | $12.99 | 302,177 | D | P |
| 10 Dec, 2025 | Frank Kavanaugh | Common Stock | A | 60,000 | $15.00 | 299,595 | D | P |
| 10 Dec, 2025 | Frank Kavanaugh | Common Stock | A | 10,000 | $13.00 | 239,595 | D | P |
| 10 Dec, 2025 | Charles Brent Jr. Winn | Common Stock | A | 400 | $12.66 | 55,202 | D | P |
| 10 Dec, 2025 | Alfred Lee Finley | - | - | 106,659 | D | |||
| 10 Dec, 2025 | Alfred Lee Finley | - | - | 66,659 | D | |||
| 10 Dec, 2025 | Alfred Lee Finley | Common Stock | D | 60,000 | $15.00 | 106,659 | D | S |
| 10 Dec, 2025 | Alfred Lee Finley | Common Stock | D | 40,000 | $15.00 | 66,659 | D | S |
| 08 Dec, 2025 | Frank Kavanaugh | Common Stock | A | 958 | $13.50 | 229,595 | D | P |
| 05 Dec, 2025 | Frank Kavanaugh | Common Stock | A | 7,063 | $14.03 | 228,637 | D | P |
| 04 Dec, 2025 | Charles Brent Jr. Winn | Common Stock | A | 140 | $13.50 | 54,802 | D | P |
| 03 Dec, 2025 | Charles Brent Jr. Winn | Common Stock | A | 112 | $13.33 | 54,662 | D | P |