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Kelly David

Disclosed activity across 1 company

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152792
SEC CIK
0001557312

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Wheeler Real Estate Investment Trust, Inc.whlr · Entity 8666Director · President & CEODecember 30, 2019December 31, 2019

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Wheeler Real Estate Investment Trust, Inc.

Report date December 30, 2019 · Filed December 31, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect31,904 Reported balance After 2019-12-30 transaction · row 1
1 source row

Row 1 · 2019-12-30 · Purchase · Acquired 1,685 · Balance 31,904

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 30, 2019 Filed Dec 31, 2019 15:35 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon Stock 1,685 $1.63 $2,746.55
Disclosure

SEC source: 0001557312-19-000002 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,904

Read SEC document
November 14, 2018 Filed Nov 15, 2018 00:08 UTC Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 PurchaseCommon Stock 3,217 $3.49 $11,227.33
Disclosure

SEC source: 0001557312-18-000004 · primary_doc.xml · nonDerivative · entry 2

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,929

Read SEC document
November 14, 2018 Filed Nov 15, 2018 00:08 UTC Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 PurchaseCommon Stock 33 $3.30 $108.90
Disclosure

SEC source: 0001557312-18-000004 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,712

Read SEC document
March 20, 2018 Filed Mar 22, 2018 15:51 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon Stock 15,000 $3.44 $51,600.00
Disclosure

SEC source: 0001557312-18-000003 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,679

Read SEC document
January 18, 2018 Filed Feb 12, 2019 20:25 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 290 $6.59 $1,911.10
Disclosure

SEC source: 0001557312-19-000001 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,219

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan pursuant to a dividend reinvestment transaction.

Read SEC document
October 18, 2017 Filed Feb 9, 2018 20:13 UTC Amendment Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 OtherCommon Stock 171.39 $10.85 $1,859.58
Disclosure

SEC source: 0001557312-18-000002 · primary_doc.xml · nonDerivative · entry 7

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,678.52

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
October 18, 2017 Filed Feb 9, 2018 15:53 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 171.39 $10.85 $1,859.58
Disclosure

SEC source: 0001557312-18-000001 · primary_doc.xml · nonDerivative · entry 7

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,678.52

F1 · kind: The reporting person acquired the shared under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
July 20, 2017 Filed Feb 9, 2018 20:13 UTC Amendment Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 OtherCommon Stock 168.23 $10.71 $1,801.74
Disclosure

SEC source: 0001557312-18-000002 · primary_doc.xml · nonDerivative · entry 6

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,507.13

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
July 20, 2017 Filed Feb 9, 2018 15:53 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 168.23 $10.71 $1,801.74
Disclosure

SEC source: 0001557312-18-000001 · primary_doc.xml · nonDerivative · entry 6

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,507.13

F1 · kind: The reporting person acquired the shared under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
May 18, 2017 Filed May 18, 2017 20:19 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon Stock 1,435 $10.02 $14,378.70
Disclosure

SEC source: 0001557312-17-000004 · primary_doc.xml · nonDerivative · entry 3

Kelly David · CIK 0001557312 · Director · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,882

Read SEC document
May 18, 2017 Filed May 18, 2017 20:19 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon Stock 645 $10.04 $6,475.80
Disclosure

SEC source: 0001557312-17-000004 · primary_doc.xml · nonDerivative · entry 2

Kelly David · CIK 0001557312 · Director · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,447

Read SEC document
May 18, 2017 Filed May 18, 2017 20:19 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon Stock 41 $10.00 $410.00
Disclosure

SEC source: 0001557312-17-000004 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,802

Read SEC document
May 03, 2017 Filed Feb 9, 2018 20:13 UTC Amendment Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 OtherCommon Stock 54.19 $13.38 $725.06
Disclosure

SEC source: 0001557312-18-000002 · primary_doc.xml · nonDerivative · entry 5

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,338.9

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
May 03, 2017 Filed Feb 9, 2018 15:53 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 54.19 $13.38 $725.06
Disclosure

SEC source: 0001557312-18-000001 · primary_doc.xml · nonDerivative · entry 5

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,338.9

F1 · kind: The reporting person acquired the shared under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
April 05, 2017 Filed Feb 9, 2018 20:13 UTC Amendment Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 OtherCommon Stock 51.06 $1.72 $87.82
Disclosure

SEC source: 0001557312-18-000002 · primary_doc.xml · nonDerivative · entry 4

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,284.71

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
April 05, 2017 Filed Feb 9, 2018 15:53 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 51.06 $1.72 $87.82
Disclosure

SEC source: 0001557312-18-000001 · primary_doc.xml · nonDerivative · entry 4

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,284.71

F1 · kind: The reporting person acquired the shared under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
March 27, 2017 Filed Apr 3, 2017 19:05 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon Stock 645 $1.73 $1,115.85
Disclosure

SEC source: 0001557312-17-000003 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,761

F1 · balance_after: Effective March 31, 2017, Wheeler Real Estate Investment Trust, Inc. (the "Company"), effected a one-for-eight reverse stock split of its common stock (the "Reverse Stock Split"). As a result of the Reverse Stock Split the 70,095 shares of the Company's common stock Mr. Kelly owned prior to the Reverse Stock Spit became 8,761 shares of common stock.

Read SEC document
March 03, 2017 Filed Feb 9, 2018 20:13 UTC Amendment Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 OtherCommon Stock 115.22 $1.77 $203.94
Disclosure

SEC source: 0001557312-18-000002 · primary_doc.xml · nonDerivative · entry 3

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,233.65

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
March 03, 2017 Filed Feb 9, 2018 15:53 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 115.22 $1.77 $203.94
Disclosure

SEC source: 0001557312-18-000001 · primary_doc.xml · nonDerivative · entry 3

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,233.65

F1 · kind: The reporting person acquired the shared under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
February 28, 2017 Filed Mar 2, 2017 16:17 UTC Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 GrantCommon Stock 29,412 $1.70 $50,000.40
Disclosure

SEC source: 0001557312-17-000002 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,450

F1 · kind: Granted for 2016 discretionary bonus based upon the closing price of the company's common stock on December 30, 2016.

Read SEC document
February 03, 2017 Filed Feb 9, 2018 20:13 UTC Amendment Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 OtherCommon Stock 118.66 $1.70 $201.72
Disclosure

SEC source: 0001557312-18-000002 · primary_doc.xml · nonDerivative · entry 2

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,118.43

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
February 03, 2017 Filed Feb 9, 2018 15:53 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 118.66 $170.00 $20,172.20
Disclosure

SEC source: 0001557312-18-000001 · primary_doc.xml · nonDerivative · entry 2

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,118.43

F1 · kind: The reporting person acquired the shared under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
January 05, 2017 Filed Feb 9, 2018 20:13 UTC Amendment Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 OtherCommon Stock 117.77 $1.69 $199.03
Disclosure

SEC source: 0001557312-18-000002 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,999.77

F1 · kind: The reporting person acquired the shares under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
January 05, 2017 Filed Feb 9, 2018 15:53 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 117.77 $1.69 $199.03
Disclosure

SEC source: 0001557312-18-000001 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,999.77

F1 · kind: The reporting person acquired the shared under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction.

Read SEC document
December 21, 2016 Filed Dec 22, 2016 17:06 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon Stock 360 $1.66 $597.60
Disclosure

SEC source: 0001557312-16-000008 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,613

Read SEC document
December 05, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 120.08 $1.64 $196.93
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 12

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,038.23

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
November 03, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 114.79 $1.70 $195.14
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 11

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,918.15

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
October 05, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 110.74 $1.75 $193.80
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 10

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,803.36

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
September 30, 2016 Filed Oct 3, 2016 14:34 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 PurchaseCommon stock 17,285 $1.74 $30,075.90
Disclosure

SEC source: 0001557312-16-000007 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,253

Read SEC document
September 06, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 109.49 $1.75 $191.61
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 9

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,692.62

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
August 04, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 109.36 $1.74 $190.29
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 8

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,583.13

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
July 06, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 120.7 $1.55 $187.09
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 7

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,473.77

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
June 03, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 121.8 $1.52 $185.14
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 6

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,353.07

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
May 05, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 123.03 $1.48 $182.08
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 5

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,231.27

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
April 05, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 145.39 $1.23 $178.83
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 4

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,108.24

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
March 03, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 146.95 $1.20 $176.34
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 3

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,862.85

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
February 04, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 117.61 $1.50 $176.42
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 2

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,815.9

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document
January 06, 2016 Filed Jan 6, 2017 17:04 UTC Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 OtherCommon Stock 85.29 $1.91 $162.90
Disclosure

SEC source: 0001557312-17-000001 · primary_doc.xml · nonDerivative · entry 1

Kelly David · CIK 0001557312 · Director · V.P. Director of Acquisitions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,698.29

F1 · kind: The reporting person acquired the shares of common stock under a dividend reinvestment plan, pursuant to a dividend reinvestment transaction exempt from Section 16 under Rule 16a-11.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.