Medalist Diversified REIT's three largest insider shareholders as of March 23, 2026 are Thomas E Messier (See Remarks, 235.22K shares), William R Elliott (Vice Chairman/President/Coo, 196.28K shares), Alfred Lee Finley (Director, 166.66K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Frank Kavanaugh | Chairman, Ceo President | 646,177 | 0 | 13 Mar, 2026 |
| Thomas E Messier | See Remarks | 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 | |
| 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 |
| Colin Elliott | 43,365 | 0 | 09 Dec, 2022 | |
| Kory J. Kramer | 0 | 41,039 | 03 Sep, 2025 | |
| Charles M Iii Polk | 30,495 | 0 | 08 Apr, 2021 | |
| Charles S Jr Pearson | 15,394 | 0 | 24 Jan, 2024 | |
| Timothy Patrick O'Brien | 15,082 | 0 | 14 Mar, 2024 | |
| Benjamin Ore | 14,600 | 0 | 17 Mar, 2025 | |
| 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 | |
| Marc Carlson | 3,039 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 501 | $11.40 | 60,053 | 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 | Neil P Farmer | Common Stock | A | 2,500 | $12.12 | 14,258 | 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 | 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 | Frank Kavanaugh | Common Stock | A | 4,000 | $12.12 | 306,177 | 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 | 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 | 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 |
| 10 Dec, 2025 | Frank Kavanaugh | Common Stock | A | 60,000 | $15.00 | 299,595 | D | P |