Daily Journal (DJCO) investors disclose roughly 26% ownership stake
Rhea-AI Filing Summary
Daily Journal Corporation’s shareholder list shows a concentrated ownership position by an investment adviser and related parties. The group, including Scott P. Roseman and Aaron J. Wagner, reports beneficial ownership of up to 26.5% of the company’s common stock as of the event date.
The advisory firm is shown with 351,652 shares beneficially owned, representing 25.5% of the class, while Roseman and Wagner report 26.5% and 25.7% stakes, respectively, through direct holdings and controlled entities. The securities are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of Daily Journal.
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FAQ
What ownership stake in Daily Journal Corporation (DJCO) is reported?
The filing reports a significant concentrated stake in Daily Journal Corporation. An investment adviser and related parties collectively report beneficial ownership of up to 26.5% of the common stock, indicating a large, long-term shareholder presence within the company’s investor base.
What percentage of Daily Journal (DJCO) does Aaron J. Wagner report owning?
Aaron J. Wagner reports beneficial ownership of 354,171 shares of Daily Journal common stock. This stake represents about 25.7% of the outstanding class, reflecting both his direct shareholdings and shares held through entities where he has dispositive authority.
What is the investment adviser’s beneficial stake in Daily Journal (DJCO)?
The investment adviser, , Inc., reports beneficial ownership of 351,652 shares of Daily Journal common stock. This position equals roughly 25.5% of the class, consisting primarily of shares held in client accounts where it has sole or shared dispositive power.
Is this large Daily Journal (DJCO) stake intended to influence control of the company?
The reporting persons certify the shares were acquired and are held in the ordinary course of business. They state the holdings are not for the purpose or effect of changing or influencing control of Daily Journal, consistent with a passive investment intent.
When was the ownership position in Daily Journal (DJCO) measured?
The reported beneficial ownership percentages and share counts are tied to an event date of December 31, 2025. That date anchors the calculations of each reporting person’s stake in Daily Journal’s common stock as disclosed in the Schedule 13G/A.