Filing Details

Accession Number:
0001140361-15-036963
Form Type:
4
Zero Holdings:
No
Publication Time:
2015-10-06 15:04:02
Reporting Period:
2015-09-25
Filing Date:
2015-10-06
Accepted Time:
2015-10-06 15:04:02
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
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 2015-09-25 490 $67.50 3,765 No 4 P Indirect By Child
Limited Partnership Units Acquisiton 2015-09-28 22 $67.50 3,787 No 4 P Indirect By Child
Limited Partnership Units Acquisiton 2015-09-29 488 $67.50 4,275 No 4 P Indirect By Child
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Indirect By Child
No 4 P Indirect By Child
No 4 P Indirect By Child
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Limited Partnership Units 144,827 Direct
Limited Partnership Units 186,168 Indirect IRA Accounts
Limited Partnership Units 6,471 Indirect By JHD Trust
Limited Partnership Units 26,411 Indirect By KMD Trust
Limited Partnership Units 102,842 Indirect By JHD Trust FBO KWD
Limited Partnership Units 21,879 Indirect By JHD Trust FBO JAD
Limited Partnership Units 29,250 Indirect By Dahl Family Foundation
Footnotes
  1. The units are held in two IRA accounts as follows: 53,854 units held by IRA FBO James H. Dahl (ROTH Conversion Account) and 132,314 units held by IRA FBO James H. Dahl (ROTH II-Jefferies).
  2. Shares are owned by the James H. Dahl Irrevocable Trust, 2007, James Schmitt, Trustee.
  3. Units are held by Kathleen M. Dahl Irrevocable Trust, the trustee of which is James H. Dahl.
  4. Units are held by James H. Dahl Trust FBO Kathryn Whitten Dahl, the trustee of which is William L. Dahl.
  5. Units are held by James H. Dahl Trust FBO James Andrew Dahl, the trustee of which is William L. Dahl.
  6. Units are held by Dahl Family Foundation, the trustee of which is William L. Dahl. Neither James H. Dahl nor any member of his family have any pecuniary interest in the units held by the Dahl Family Foundation, Inc.
  7. Units are owned by an adult member of Mr. Dahl's household. Mr. Dahl disclaims beneficial ownership of these units.