Welcome to our dedicated page for Medalist Diversified SEC filings (Ticker: MDRR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Medalist Diversified, Inc. filings document material events for a public real estate company and DST sponsor, including Regulation FD press releases, property dispositions, contributions to Delaware Statutory Trust structures and related material agreements.
8-K disclosures also cover credit agreement amendments, operating partnership arrangements, OP unit exchanges, board changes, common stock dividend declarations and exhibits tied to acquisitions, sales and sponsor platform announcements. The filings reflect the company's transition from the Medalist Diversified REIT name and its use of subsidiaries, an operating partnership and DST vehicles in real estate transactions.
Medalist Diversified, Inc. completed the acquisition of a property at 14939 Metcalf Avenue in Overland Park, Kansas, consisting of approximately 1.64 acres of land and an automotive service building of about 16,100 square feet, for a total purchase price of $5,800,000 funded using cash on hand.
The property was purchased from an unaffiliated seller through a Delaware statutory trust formed to hold title. Medalist Diversified expects to offer beneficial interests in the trust to accredited investors in a private placement under Regulation D, with proceeds used to redeem the company’s beneficial interests for cash, and plans to file required financial statements and pro forma information within 71 days of the required reporting date.
Medalist Diversified, Inc. entered into two Purchase and Sale Agreements on July 21, 2026 with NPH Ventures, LLC to acquire Caliber Collision Center properties in Texas. The Denton Property, at 8600 Highway 377 in Aubrey, has total consideration of $5,494,444, and the Johnson Property, at 282 South Colonial Drive in Cleburne, has total consideration of $5,648,000, each subject to prorations and adjustments.
The company must fund earnest money deposits of $122,000 for Denton and $105,000 for Johnson within three business days of the effective date, and under certain conditions these deposits may not be returned. Both acquisitions are expected to close within 60 days, but several conditions remain and there is no assurance they will be completed. Medalist Diversified intends to assign its interests in these acquisitions to to‑be‑formed Delaware statutory trusts, which will hold title to the properties. The company expects to offer beneficial interests in the trusts to accredited investors in a Regulation D private placement, using the proceeds to redeem its beneficial interests for cash.
Medalist Diversified, Inc. declared a quarterly cash dividend on its common stock of $0.0675 per share. The Board of Directors authorized this dividend, which will be paid in cash on July 30, 2026 to shareholders who are holders of record as of July 23, 2026. The company’s common stock trades on the Nasdaq Capital Market under the symbol MDRR.
Medalist Diversified, Inc. reported a signed Purchase and Sale Agreement for Brookfield Center, a 64,880-square-foot flex-industrial property in Greenville, South Carolina, for total consideration of $10,250,000, with a $150,000 earnest money deposit. Closing is expected within 45 days, subject to customary conditions, and may not occur.
Stockholders approved an amendment to the Articles of Incorporation that restricts transfers of common stock to protect the company’s net operating loss and net capital loss tax benefits, generally limiting ownership increases at the 4.9% threshold. At the 2026 annual meeting, two Class III directors were elected, executive compensation was approved on an advisory basis, the auditor appointment was ratified, and the charter amendment related to the tax benefit strategy was approved.
Medalist Diversified, Inc. has agreed to acquire a commercial property at 14939 Metcalf Avenue in Overland Park, Kansas. The site includes about 1.64 acres of land with an approximately 16,100 square foot automotive service building. The total purchase price is $5,800,000, payable at closing, with an $150,000 earnest money deposit due within three business days of the June 8, 2026 effective date. The deal is expected to close within 45 days, but remains subject to multiple closing conditions and the deposit may be forfeited in certain circumstances.
The company plans to assign the agreement to a newly formed Delaware statutory trust, which will acquire and hold title to the property. Medalist Diversified expects to offer beneficial interests in the trust to accredited investors in a private placement under Regulation D, using the proceeds to redeem its own beneficial interests for cash.
Medalist Diversified, Inc., through its wholly owned subsidiary Own Digital Treasury TRS, LLC, entered into a Pledged Asset Line Agreement with Charles Schwab & Co., Inc. The revolving, non-purpose margin credit facility allows the Company to borrow up to $15.8 million, based on the collateral value in a designated Schwab brokerage account as of May 21, 2026.
The facility is secured by a first-priority lien on that brokerage account and carries a variable interest rate tied to the Secured Overnight Financing Rate (SOFR) plus an applicable margin. The agreement includes customary events of default, such as failure to make required payments or post additional collateral, insolvency events, and insufficient collateral value in the pledged account.
Medalist Diversified, Inc. chief financial officer Charles Brent Winn Jr. reported an open-market purchase of common stock. He bought 1,640 shares on May 22, 2026 at a weighted average price of $10.42 per share, in multiple trades between $10.09 and $11.25. Following this transaction, he directly owns 62,585 common shares.
Medalist Diversified, Inc. Chief Financial Officer Charles Brent Winn Jr. bought company common stock in the open market on two consecutive days. He purchased 40 shares on May 20, 2026 and 34 shares on May 21, 2026, each at a price of $11.25 per share. After these transactions, he directly owns 60,945 shares of common stock.
Medalist Diversified, Inc. chief financial officer Winn Charles Brent Jr. bought 481 shares of Common Stock in open-market transactions. He purchased 20 shares on May 18, 2026 and 461 shares on May 19, 2026, both at $11.25 per share. Following these purchases, he directly owns 60,871 shares.