Medalist Diversified's top three insider shareholders as of April 22, 2026 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 | 846,177 | 0 | 17 Apr, 2026 |
| Thomas E Messier | - | 235,219 | 0 | 09 Dec, 2022 |
| Thomas E Messier | - | 235,219 | 0 | 09 Dec, 2022 |
| William R Elliott | Vice Chairman/President/Coo | 196,282 | 0 | 09 Dec, 2022 |
| Alfred Lee Finley | - | 0 | 166,659 | 28 Jan, 2025 |
| Operating Partners, Ltd. Alf | - | 125,000 | 0 | 01 Jul, 2022 |
| Operating Partners, Ltd. Alf | - | 125,000 | 0 | 01 Jul, 2022 |
| Kory J. Kramer | - | 101,039 | 0 | 31 Jan, 2025 |
| Alfred Lee Finley | - | 66,659 | 0 | 11 Dec, 2025 |
| Charles Brent Jr. Winn | Chief Financial Officer | 60,390 | 0 | 06 Mar, 2026 |
| Charles Brent Jr. Winn | Chief Financial Officer | 60,390 | 0 | 06 Mar, 2026 |
| Frank Kavanaugh | Ceo President | 50,000 | 0 | 12 Dec, 2023 |
| Colin Elliott | - | 43,365 | 0 | 09 Dec, 2022 |
| Kory J. Kramer | - | 0 | 41,039 | 03 Sep, 2025 |
| Marc Carlson | - | 21,039 | 0 | 03 Sep, 2025 |
| Charles S Jr Pearson | - | 15,394 | 0 | 24 Jan, 2024 |
| Charles S Jr Pearson | - | 15,394 | 0 | 24 Jan, 2024 |
| Timothy Patrick O'Brien | - | 15,082 | 0 | 14 Mar, 2024 |
| Timothy Patrick O'Brien | - | 15,082 | 0 | 14 Mar, 2024 |
| Benjamin Ore | - | 14,600 | 0 | 17 Mar, 2025 |
| Benjamin Ore | - | 14,600 | 0 | 17 Mar, 2025 |
| Emanuel D Neuman | - | 14,378 | 0 | 30 Jan, 2026 |
| Emanuel D Neuman | - | 14,378 | 0 | 30 Jan, 2026 |
| Neil P Farmer | - | 14,258 | 0 | 30 Jan, 2026 |
| David Lunin | - | 6,066 | 0 | 30 Jan, 2026 |
| Benjamin Ore | - | 4,976 | 0 | 27 Nov, 2023 |
| Benjamin Ore | - | 4,976 | 0 | 27 Nov, 2023 |
| Marc Carlson | - | 3,039 | 0 | 30 Jan, 2026 |
| Timothy Patrick O'Brien | - | 500 | 0 | 21 Aug, 2023 |
| Timothy Patrick O'Brien | - | 500 | 0 | 21 Aug, 2023 |
| Benjamin Ore | - | 470 | 0 | 13 Dec, 2023 |
| Benjamin Ore | - | 470 | 0 | 13 Dec, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Apr, 2026 | Frank Kavanaugh | Common Stock | A | 200,000 | $11.36 | 846,177 | D | C |
| 16 Apr, 2026 | Frank Kavanaugh | Operating Partnership Units | D | 200,000 | - | 606,200 | D | C |
| 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 | 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 |
| 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 | 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 | 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 |
| 28 Jan, 2026 | Charles Brent Jr. Winn | Common Stock | A | 4,000 | $12.12 | 59,202 | D | A |