Filing Details

Accession Number:
0001140361-12-030988
Form Type:
4
Zero Holdings:
No
Publication Time:
2012-06-22 17:18:51
Reporting Period:
2012-06-22
Filing Date:
2012-06-22
Accepted Time:
2012-06-22 17:18:51
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 501 Riverside Avenue
Jacksonville FL 32202
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 2012-06-22 621 $58.81 139,654 No 4 P Indirect IRA Accounts
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Indirect IRA Accounts
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Limited Partnership Units 6,471 Indirect By JHD Trust
Limited Partnership Units 146,952 Direct
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
Limited Partnership Units 1,075 Indirect By Child
Footnotes
  1. The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $58.50 to $59.00, inclusive. The reporting person undertakes to provide to Pope Resources Limited Partnership, any security holder of Pope Resources Limited Partnership, 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 range set forth herein.
  2. The units are held in three IRA accounts as follows: 19,367 units held by IRA FBO James H. Dahl (ROTH Conversion Account); 23,530 units held by IRA FBO James H. Dahl (ROTH II Account); and 96,757 units held by IRA FBO James H. Dahl.
  3. Shares are owned by the James H. Dahl Irrevocable Trust, 2007, James Schmitt, Trustee.
  4. Units are held by Kathleen M. Dahl Irrevocable Trust, the trustee of which is James H. Dahl.
  5. Units are held by James H. Dahl Trust FBO Kathryn Whitten Dahl, the trustee of which is William L. Dahl.
  6. Units are held by James H. Dahl Trust FBO James Andrew Dahl, the trustee of which is William L. Dahl.
  7. 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.
  8. Shares are owned by an adult member of Mr. Dahl's household. Mr. Dahl disclaims beneficial ownership of these shares.