The above information was disclosed in a filing to the SEC. Some additional info was provided as follows:
The price reported in column 4 is a weighted average price. These limited partnership units were purchased in multiple transactions at prices ranging from $69.96 to $70.00, 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, ful
l information regarding the number of limited partnership units purchased at each separate price within the range set forth herein.
The units are held in three IRA accounts as follows: 29,708 units held by IRA FBO James H. Dahl (ROTH Conversion Account); 23,530 units held by IRA FBO James H. Dahl (ROTH II Account-Wells); and 131,069 units held by IRA FBO James H. Dahl (ROTH II-Jefferies).
Shares are owned by the James H. Dahl Irrevocable Trust, 2007, James Schmitt, Trustee.
Units are held by Kathleen M. Dahl Irrevocable Trust, the trustee of which is James H. Dahl.
Units are held by James H. Dahl Trust FBO Kathryn Whitten Dahl, the trustee of which is William L. Dahl.
Units are held by James H. Dahl Trust FBO James Andrew Dahl, the trustee of which is William L. Dahl.
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.
Units are owned by an adult member of Mr. Dahl's household. These units were previously inadvertently included in Mr. Dahl's direct ownership total and 1,075 units were also reported as owned indirectly resulting in double counting. Mr. Dahl disclaims beneficial ownership of these units.
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Other recent filings from the company include the following: