Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc.whlr · Entity 8666 | Director | December 17, 2019 | December 18, 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 17, 2019 · Filed December 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,564 |
Reported balance
After 2019-12-17 transaction · row 1
1 source rowRow 1 · 2019-12-17 · Sale · Disposed 4,243 · Balance 53,564 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 17, 2019 Filed Dec 18, 2019 12:22 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | SaleCommon Stock | 4,243 | $1.99 | $8,443.57 |
DisclosureSEC source: 0001208785-19-000002 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,564 Read SEC document |
| February 27, 2019 Filed Feb 27, 2019 11:15 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 27,528 | $0.89 | $24,499.92 |
DisclosureSEC source: 0001208785-19-000001 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,807 F1 · kind: Granted for fourth quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on December 31, 2018. F1 · price: Granted for fourth quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on December 31, 2018. Read SEC document |
| October 17, 2018 Filed Oct 17, 2018 19:06 UTC | Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 | GrantCommon Stock | 5,724 | $4.28 | $24,498.72 |
DisclosureSEC source: 0001208785-18-000012 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,279 F1 · kind: Granted for third quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on September 28, 2018. F1 · price: Granted for third quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on September 28, 2018. Read SEC document |
| September 06, 2018 Filed Sep 6, 2018 12:46 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 3,032 | $4.04 | $12,249.28 |
DisclosureSEC source: 0001208785-18-000011 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,555 F1 · kind: Granted for second quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on June 29, 2018. F1 · price: Granted for second quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on June 29, 2018. Read SEC document |
| July 23, 2018 Filed Jul 24, 2018 12:20 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 3,032 | $4.04 | $12,249.28 |
DisclosureSEC source: 0001208785-18-000009 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,523 F1 · kind: Granted for second quarter board fees based upon the closing price of Wheeler Real Estate Investment, Trust, Inc.'s common stock on June 29, 2018. F1 · price: Granted for second quarter board fees based upon the closing price of Wheeler Real Estate Investment, Trust, Inc.'s common stock on June 29, 2018. Read SEC document |
| May 15, 2018 Filed May 16, 2018 17:57 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | GrantCommon Stock | 3,142 | $3.58 | $11,248.36 |
DisclosureSEC source: 0001208785-18-000007 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,491 F1 · kind: Granted for first quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on March 29, 2018. Read SEC document |
| March 22, 2018 Filed Mar 27, 2018 16:45 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | PurchaseCommon Stock | 200 | $4.20 | $840.00 |
DisclosureSEC source: 0001208785-18-000006 · primary_doc.xml · nonDerivative · entry 4 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,349 Read SEC document |
| March 22, 2018 Filed Mar 27, 2018 16:45 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | PurchaseCommon stock | 200 | $4.19 | $838.00 |
DisclosureSEC source: 0001208785-18-000006 · primary_doc.xml · nonDerivative · entry 3 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,149 Read SEC document |
| March 21, 2018 Filed Mar 27, 2018 16:45 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | PurchaseCommon Stock | 400 | $3.59 | $1,436.00 |
DisclosureSEC source: 0001208785-18-000006 · primary_doc.xml · nonDerivative · entry 2 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,949 Read SEC document |
| March 21, 2018 Filed Mar 27, 2018 16:45 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | PurchaseCommon Stock | 1,900 | $4.23 | $8,037.00 |
DisclosureSEC source: 0001208785-18-000006 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,549 Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 16:24 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 5,237 | $7.16 | $37,496.92 |
DisclosureSEC source: 0001208785-18-000001 · primary_doc.xml · nonDerivative · entry 2 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,649 F2 · kind: Granted for fourth quarter and annual board fees based upon the closing price of the Company's common stock on January 12, 2018. F2 · price: Granted for fourth quarter and annual board fees based upon the closing price of the Company's common stock on January 12, 2018. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 16:24 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 814 | $9.98 | $8,123.72 |
DisclosureSEC source: 0001208785-18-000001 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,412 F1 · kind: Granted for fourth quarter and annual board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s (the "Company") common stock on December 29, 2017. F1 · price: Granted for fourth quarter and annual board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s (the "Company") common stock on December 29, 2017. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 11:38 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 791 | $11.22 | $8,875.02 |
DisclosureSEC source: 0001208785-17-000004 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,598 F1 · kind: Granted for third quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on September 28, 2017. F1 · price: Granted for third quarter board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s common stock on September 28, 2017. Read SEC document |
| July 19, 2017 Filed Jul 19, 2017 16:56 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 869 | $10.21 | $8,872.49 |
DisclosureSEC source: 0001208785-17-000003 · primary_doc.xml · nonDerivative · entry 2 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,807 F3 · kind: Granted for third quarter board fees based upon the closing price of the Company's common stock on June 30, 2017. F3 · price: Granted for third quarter board fees based upon the closing price of the Company's common stock on June 30, 2017. F2 · balance_after: Effective March 31, 2017 the Company effected a one-for-eight reverse stock split of its common stock (the "Reverse Stock Split"). The amount of common stock reflected on this Form 4 has been adjusted to reflect the Reverse Stock Split. Read SEC document |
| May 10, 2017 Filed Jul 19, 2017 16:56 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 695 | $13.84 | $9,618.80 |
DisclosureSEC source: 0001208785-17-000003 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,938 F1 · kind: Granted for first quarter board fees based upon the closing price of Wheeler Real estate Investment Trust, Inc.'s (the "Company") common stock on March 31, 2017. F1 · price: Granted for first quarter board fees based upon the closing price of Wheeler Real estate Investment Trust, Inc.'s (the "Company") common stock on March 31, 2017. F2 · balance_after: Effective March 31, 2017 the Company effected a one-for-eight reverse stock split of its common stock (the "Reverse Stock Split"). The amount of common stock reflected on this Form 4 has been adjusted to reflect the Reverse Stock Split. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 15:41 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 14,706 | $1.70 | $25,000.20 |
DisclosureSEC source: 0001208785-17-000002 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,946 F1 · shares: Granted for 2016 discretionary bonus based upon the closing price of the company's common stock on December 30, 2016. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 11:20 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 4,265 | $1.70 | $7,250.50 |
DisclosureSEC source: 0001208785-17-000001 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,240 F1 · kind: Granted for fourth quarter board fees based upon the closing price of the company's common stock on December 30, 2016. Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 18:52 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 4,143 | $1.75 | $7,250.25 |
DisclosureSEC source: 0001208785-16-000007 · primary_doc.xml · nonDerivative · entry 1 BROWN STEWART J · CIK 0001208785 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,975 F1 · kind: Granted for third quarter board fees based upon the closing price of the company's common stock on September 30, 2016. F1 · price: Granted for third quarter board fees based upon the closing price of the company's common stock on September 30, 2016. 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.