Power REIT
4.70%
15,670
1532619
Jun 25, 2026
Jun 26, 2026, 06:20 PM
Reporting Persons (5)
| Name | Type | % of Class | Aggregate | Sole Voting | Shared Voting |
|---|---|---|---|---|---|
| Bradley & Daytona Railway & Land Co. LLC | Other | 4.70% | 15,670 | 15,670 | 39,281 |
| David Cacciapaglia | Individual | 4.00% | 13,311 | 13,311 | 39,281 |
| Alexander Kachmar | Individual | 3.00% | 10,300 | 10,300 | 39,281 |
| D & C Cacciapaglia Living Trust, U/A DTD 02/01/2013 | Other | 2.80% | 9,439 | 9,439 | 39,281 |
| David Cacciapaglia Family Trust, U/A DTD 11/25/2020 | Individual | 1.20% | 3,872 | 3,872 | 39,281 |
Disclosure Items (3)
Series A Cumulative Redeemable Perpetual Preferred Stock Liquidation Preference $25 per Share
Power REIT
301 WINDING ROAD, OLD BETHPAGE, NY, 11804
Relating solely to the exercise of voting rights with respect to the Series A Preferred Stock and matters arising under Section 8 of the Articles Supplementary, the Reporting Persons may be deemed to beneficially own an aggregate of 39,281 shares of the Issuer's Series A Preferred Stock, representing approximately 11.7% of the Issuer's outstanding Series A Preferred Stock, which percentage is calculated based upon 336,944 shares of Series A Preferred Stock outstanding as of March 31, 2026, as disclosed by the Issuer in its Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, filed with the SEC on May 15, 2026. Bradley & Daytona and Alexander Kachmar directly beneficially own 25,970 shares of Series A Preferred Stock. D & C Cacciapaglia Living Trust, U/A DTD 02/01/2013 and David Cacciapaglia Family Trust, U/A DTD 11/25/2020 beneficially owns 13,311 shares of Series A Preferred Stock; David Cacciapaglia indirectly beneficially owns said 13,311 shares of Series A Preferred Stock through the above named trusts together.
The Reporting Persons may be deemed to share voting power with respect to the aggregate 39,281 shares of Series A Preferred Stock solely with respect to matters previously described in Item 4 of Amendment No. 4 filed on May 26, 2026. Each Reporting Person retains sole dispositive power over the shares beneficially owned by such Reporting Person.
The transactions in the Series A Preferred Stock by Bradley & Daytona and Alexander Kachmar since Amendment No. 5 was filed on June 15, 2026, are included in Exhibit 99.A.
Not applicable.
Not applicable.
Exhibit 99.A - Transactions in the Issuer's Securities by the Reporting Persons Exhibit 99.B - Joint Filing Agreement Exhibit 99.C - Notification to the Board of Trustees of Failure to Implement the Preferred Stockholder Election of Two Trustees to the Board