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Filing Details

Accession Number:
0001209191-19-061655
Form Type:
4
Zero Holdings:
No
Publication Time:
2019-12-20 19:24:04
Reporting Period:
2019-12-18
Accepted Time:
2019-12-20 19:24:04
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
784011 Pope Resources Ltd Partnership POPE Forestry (800) 911313292
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
933422 H James Dahl 4314 Pablo Oaks Court
Jacksonville FL 32224
No No Yes No
1542075 L. William Dahl 4314 Pablo Oaks Court
Jacksonville FL 32224
No No Yes No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Limited Partnership Units Acquisiton 2019-12-18 100 $90.75 34,821 No 4 P Indirect By Dahl Family Foundation
Limited Partnership Units Acquisiton 2019-12-18 600 $91.96 35,421 No 4 P Indirect By Dahl Family Foundation
Limited Partnership Units Acquisiton 2019-12-19 600 $94.39 36,021 No 4 P Indirect By Dahl Family Foundation
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Indirect By Dahl Family Foundation
No 4 P Indirect By Dahl Family Foundation
No 4 P Indirect By Dahl Family Foundation
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Limited Partnership Units 2,836 Indirect By JHD Traditional IRA
Limited Partnership Units 28,911 Indirect By KMD Trust
Limited Partnership Units 188,648 Indirect By IRA Accounts
Limited Partnership Units 6,521 Indirect By JHD Trust
Limited Partnership Units 170 Indirect TD IRA
Limited Partnership Units 600 Indirect WD IRAs
Limited Partnership Units 147,652 Direct
Limited Partnership Units 102,842 Indirect By JHD Trust FBO KWD
Limited Partnership Units 21,879 Indirect By JHD Trust FBO JAD
Footnotes
  1. Units are held by Dahl Family Foundation, Inc., the trustee of which is William L. Dahl. Neither James H. Dahl nor any member of his family has any pecuniary interest in the units held by the Dahl Family Foundation, Inc.
  2. The price reported in Column 4 is a weighted average price. The units were purchased at prices ranging from $91.90 to $92.00 per unit. The reporting persons undertake to provide the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of units purchased at each separate price within the ranges set forth in this Footnote.
  3. The price reported in Column 4 is a weighted average price. The units were purchased at prices ranging from $94.30 to $94.4099 per unit. The reporting persons undertake to provide the Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of units purchased at each separate price within the ranges set forth in this Footnote.
  4. Units are held by IRA FBO James H. Dahl, Traditional IRA Account.
  5. Units are held by Kathleen M. Dahl Irrevocable Trust, the trustee of which is James H. Dahl.
  6. Units are held in two IRA accounts as follows: 54,534 units held by IRA FBO James H. Dahl (ROTH Conversion Account) and 134,114 units held by IRA FBO James H. Dahl (ROTH II Jefferies).
  7. Units are owned by the James H. Dahl Irrevocable Trust, 2007, James Schmitt, Trustee.
  8. Units are held by IRA custodial accounts for the benefit of Theresa A. Dahl.
  9. Units are held by in IRA accounts for the benefit of William L. Dahl.
  10. Units are held by James H. Dahl Trust FBO Kathryn Whitten Dahl, the trustee of which is William L. Dahl.
  11. Units are held by James H. Dahl Trust FBO James Andrew Dahl, the trustee of which is William L. Dahl.