MacKenzie Realty insider reports new stock purchases
MacKenzie Realty Capital, Inc. director and General Counsel/Secretary Charles E. Patterson II reported indirect open-market purchases of common stock.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
MacKenzie Realty Capital, Inc. director and General Counsel/Secretary Charles E. Patterson II reported indirect open-market purchases of common stock. On August 10, 2026, a trust associated with him bought 23,400 shares at a weighted average price of $1.60 per share, and on August 7, 2026 it bought 10,000 shares at a weighted average price of $1.59 per share. Footnotes state the shares were acquired by Berniece Patterson Legacy Trust, with Patterson disclaiming beneficial ownership except for his pecuniary interest. Additional indirect holdings are reported through MacKenzie Real Estate Advisers, LP and MPF Successors, LP.
Insider Trade Summary
Net Buyer: 33,400 shares
Net Buy
4 txns
Insider
PATTERSON CHARLES E. II
Role
General Counsel/Secretary
Bought
33,400 shs ($53K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | MacKenzie Realty Capital Inc. Common Stock F2, F3 | 23,400 | $1.60 | $37K |
| Purchase | MacKenzie Realty Capital Inc. Common Stock F1, F3 | 10,000 | $1.59 | $16K |
| holding | MacKenzie Realty Capital Inc. Common Stock F4 | -- | -- | -- |
| holding | MacKenzie Realty Capital Inc. Common Stock F5 | -- | -- | -- |
Holdings After Transaction:
MacKenzie Realty Capital Inc. Common Stock — 100,000 shares (Indirect, By Berniece Patterson Legacy Trust);
MacKenzie Realty Capital Inc. Common Stock — 86,855 shares (Indirect, By MacKenzie Real Estate Advisers, LP);
MacKenzie Realty Capital Inc. Common Stock — 5,569 shares (Indirect, By MPF Successors, LP)
Footnotes (5)
- F1. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.55 to $1.65, inclusive. The reporting person undertakes to provide to MacKenzie Realty Capital, Inc. (MKZR), any security holder of MKZR, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote 1 to this Form 4.
- F2. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.44 to $1.64 inclusive. The reporting person undertakes to provide to MacKenzie Realty Capital, Inc. (MKZR), any security holder of MKZR, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote 2 to this Form 4.
- F3. Berniece Patterson Legacy Trust ("BPLT") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer is a beneficiary of BPLT and therefore could be deemed to beneficially own the MRC shares acquired by BPLT, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.
- F4. MacKenzie Real Estate Advisers, LP ("MREA") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MREA and therefore could be deemed to beneficially own the MRC shares acquired by MREA, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.
- F5. MPF Successors, LP ("MPF") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MPF and therefore could be deemed to beneficially own the MRC shares acquired by MPF, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.
Key Figures
Shares purchased 2026-08-10: 23,400 shares at $1.60 per share
Shares purchased 2026-08-07: 10,000 shares at $1.59 per share
Price range 2026-08-07 trade: $1.55 to $1.65 per share
+4 more
7 metrics
Shares purchased 2026-08-10
23,400 shares at $1.60 per share
Indirect purchase by Berniece Patterson Legacy Trust
Shares purchased 2026-08-07
10,000 shares at $1.59 per share
Indirect purchase by Berniece Patterson Legacy Trust
Price range 2026-08-07 trade
$1.55 to $1.65 per share
Weighted average price qualified by footnote F1
Price range 2026-08-10 trade
$1.44 to $1.64 per share
Weighted average price qualified by footnote F2
Indirect holdings via MREA
86,855 shares
Total shares following transaction held by MacKenzie Real Estate Advisers, LP
Indirect holdings via MPF
5,569 shares
Total shares following transaction held by MPF Successors, LP
Total reported net purchases
33,400 shares
Net buy direction across reported non-derivative transactions
Key Terms
weighted average price, beneficial ownership, pecuniary interest, indirect, +1 more
5 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
beneficial ownership financial
"could be deemed to beneficially own the MRC shares acquired"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"disclaims beneficial ownership ... except to the extent of the filer's pecuniary interest"
indirect financial
"ownership_type is indirect with nature of ownership by related entities"
Legacy Trust financial
"Berniece Patterson Legacy Trust ("BPLT") acquired shares of MacKenzie"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did MKZR’s Charles E. Patterson II report on this Form 4?
Charles E. Patterson II reported two indirect open-market purchases of MacKenzie Realty Capital common stock totaling 33,400 shares at weighted average prices of $1.59 and $1.60 per share through a related trust.
On what dates did the MKZR insider stock purchases occur and at what prices?
The reported purchases occurred on August 7, 2026 at a weighted average price of $1.59 and on August 10, 2026 at a weighted average price of $1.60, with each trade executed across price ranges detailed in the footnotes.
Were the MKZR insider purchases made under a Rule 10b5-1 trading plan?
The filing’s 10b5-1 checkbox is not marked as using a plan, and the footnotes do not indicate a Rule 10b5-1 arrangement, so the trades are not characterized there as plan-based.
AI-generated analysis. How Rhea-AI works. Not financial advice.
