0001606716-20-000003.txt : 20200512
0001606716-20-000003.hdr.sgml : 20200512
20200512153105
ACCESSION NUMBER: 0001606716-20-000003
CONFORMED SUBMISSION TYPE: SC 13G
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20200512
DATE AS OF CHANGE: 20200512
SUBJECT COMPANY:
COMPANY DATA:
COMPANY CONFORMED NAME: Postal Realty Trust, Inc.
CENTRAL INDEX KEY: 0001759774
STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798]
IRS NUMBER: 832586114
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: SC 13G
SEC ACT: 1934 Act
SEC FILE NUMBER: 005-91013
FILM NUMBER: 20868842
BUSINESS ADDRESS:
STREET 1: 75 COLUMBIA AVE
CITY: CEDARHURST
STATE: NY
ZIP: 11516
BUSINESS PHONE: 576-295-7820
MAIL ADDRESS:
STREET 1: 75 COLUMBIA AVE
CITY: CEDARHURST
STATE: NY
ZIP: 11516
FILED BY:
COMPANY DATA:
COMPANY CONFORMED NAME: Taylor Wealth Management Partners
CENTRAL INDEX KEY: 0001606716
IRS NUMBER: 464499534
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: SC 13G
BUSINESS ADDRESS:
STREET 1: 50 FEDERAL STREET
CITY: BOSTON
STATE: MA
ZIP: 02110-1285
BUSINESS PHONE: 617-357-4600
MAIL ADDRESS:
STREET 1: 50 FEDERAL STREET
CITY: BOSTON
STATE: MA
ZIP: 02110-1285
SC 13G
1
13G-PSTL-TWMP.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934*
Postal Realty Trust, Inc.
(Name of Issuer)
Class A Common Stock, Par Value $0.01 Per Share
(Title of Class of Securities)
73757R102
(CUSIP Number)
December 31, 2019
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule
is filed:
[X] Rule 13d-1(b)
[ ] Rule 13d-1(c)
[ ] Rule 13d-1(d)
* The remainder of this cover page shall be filled out for a reporting person's
initial filing on this form with respect to the subject class of securities,
and for any subsequent amendment containing information which would alter the
disclosures provided in a prior cover page.
The information required in the remainder of this cover page shall not be
deemed to be "filed" for the purpose of Section 18 of the Securities Exchange
Act of 1934 ("Act") or otherwise subject to the liabilities of that section
of the Act but shall be subject to all other provisions of the Act
(however, see the Notes).
CUSIP No. 73757R102 Page 2 of 6
1 NAME OF REPORTING PERSONS
TAYLOR WEALTH MANAGEMENT PARTNERS LLC
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS
(ENTITIES ONLY) EIN: 46-4499534
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [ ]
(b) [ ]
3 SEC USE ONLY
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Boston, Massachusetts, United States of America
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:
5 SOLE VOTING POWER
318,070
6 SHARED VOTING POWER
0
7 SOLE DISPOSITIVE POWER
318,070
8 SHARED DISPOSITIVE POWER
0
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
318,070
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW 9 EXCLUDES CERTAIN SHARES [ ]
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
6.0%(1)
12 TYPE OF REPORTING PERSON
IA
(1) Based on a total of 5,285,904 shares outstanding as of November 11, 2019
as set forth in the Issuer's most recent 10-Q, filed November 12, 2019.
CUSIP No. 73757R102 Page 3 of 6
Item 1(a). Name of Issuer:
Postal Realty Trust, Inc.
Item 1(b). Address of Issuer's Principal Executive Offices:
75 Columbia Avenue
Cedarhurst, NY 11516
Item 2(a).Name of Person Filing:
This Schedule 13G is being filed with respect to shares of Common Stock of the
Issuer, of which 318,070 are beneficially owned by TAYLOR WEALTH MANAGEMENT
PARTNERS LLC.
Item 2(b). Address of Principal Business Office or, if None, Residence:
50 Federal Street
Boston, MA 02110-1285
Item 2(c). Citizenship:
See number 4 on the cover page hereto.
Item 2(d). Title of Class of Securities:
Class A Common Stock, Par Value $0.01 Per Share
Item 2(e). CUSIP Number:
73757R102
Item 3. If This Statement is Filed Pursuant to Section 240.13d-1(b), or
Section 240.13d-2(b) or (c), Check Whether the Person Filing is a:
(a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o).
(b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c).
(c) [ ] Insurance company as defined in Section 3(a)(19) of the Act
(15 U.S.C. 78c).
(d) [ ] Investment company registered under Section 8 of the Investment Company
Act of 1940 (15 U.S.C. 80a-8).
(e) [X] An investment adviser in accordance with Section 240.13d-1(b)(1)(ii)(E);
(f) [ ] An employee benefit plan or endowment fund in accordance with
Section 240.13d-1(b)(1)(ii)(F);
(g) [ ] A parent holding company or control person in accordance with
Section 240.13d-1(b)(ii)(G);
(h) [ ] A savings association as defined in Section 3(b) of the
Federal Deposit Insurance Act (12 U.S.C. 1813);
(i) [ ] A church plan that is excluded from the definition of an investment
company under Section 3(c)(14) of the Investment Company Act (15 U.S.C. 80a-3);
(j) [ ] Group, in accordance with Section 240.13d-1(b)(1)(ii)(J).
Item 4. Ownership.
Provide the following information regarding the aggregate number and
percentage of the class of securities of the issuer identified in Item 1.
(a) Amount beneficially owned:
See number 9 on the cover page hereto.
CUSIP No. 73757R102 Page 4 of 6
(b) Percent of class:
See number 11 on the cover page hereto.
(c) Number of shares as to which such person has:
(i) Sole power to vote or to direct the vote:
See number 5 on the cover page hereto.
(ii) Shared power to vote or to direct the vote:
See number 6 on the cover page hereto.
(iii) Sole power to dispose or to direct the disposition of:
See number 7 on the cover page hereto.
(iv) Shared power to dispose or to direct the disposition of:
See number 8 on the cover page hereto.
CUSIP No. 73757R102 Page 5 of 6
Item 5. Ownership of Five Percent or Less of a Class.
If this statement is being filed to report the fact that as of the date hereof
the reporting person has ceased to be the beneficial owner of more than five
percent of the class of securities, check the following [ ]
Item 6. Ownership of More than Five Percent on Behalf of Another Person.
Not applicable.
Item 7. Identification and Classification of the Subsidiary Which Acquired the
Security Being Reported on by the Parent Holding Company or Control Person.
Not applicable
Item 8. Identification and Classification of Members of the Group.
Not applicable.
Item 9. Notice of Dissolution of Group.
Not applicable
CUSIP No. 73757R102 Page 6 of 6
Item 10. Certification.
By signing below I certify that, to the best of my knowledge and belief, the
securities referred to above were acquired and are held in the ordinary course
of business and were not acquired and are not held for the purpose of or with
the effect of changing or influencing the control of the issuer of the
securities and were not acquired and are not held in connection with or as a
participant in any transaction having that purpose or effect, other than
activities solely in connection with a nomination under Section 240.14a-11.
Signature
After reasonable inquiry and to the best of my knowledge and belief, I certify
that the information set forth in this statement is true, complete and correct.
TAYLOR WEALTH MANAGEMENT PARTNERS LLC
Dated: May 12, 2020
By: /s/ Hugh R Taylor
Name: Hugh R. Taylor
Title: Managing Partner