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 | February 27, 2019 | February 27, 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 February 27, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,673 |
Reported balance
After 2019-02-27 transaction · row 1
1 source rowRow 1 · 2019-02-27 · Grant · Acquired 28,090 · Balance 58,673 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| February 27, 2019 Filed Feb 27, 2019 16:03 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 28,090 | $0.89 | $25,000.10 |
DisclosureSEC source: 0001317491-19-000002 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,673 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 18, 2018 00:59 UTC | Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 | GrantCommon Stock | 5,841 | $4.28 | $24,999.48 |
DisclosureSEC source: 0001575206-18-000005 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,583 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 16:16 UTC | Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 | GrantCommon Stock | 3,094 | $4.04 | $12,499.76 |
DisclosureSEC source: 0001575206-18-000004 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,742 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 15:23 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 3,094 | $4.04 | $12,499.76 |
DisclosureSEC source: 0001575206-18-000003 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,648 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 21:49 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 3,492 | $3.58 | $12,501.36 |
DisclosureSEC source: 0001575206-18-000002 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,554 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 29, 2018. 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 29, 2018. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 20:47 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 5,237 | $7.16 | $37,496.92 |
DisclosureSEC source: 0001575206-18-000001 · primary_doc.xml · nonDerivative · entry 2 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,062 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 20:47 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 1,002 | $9.98 | $9,999.96 |
DisclosureSEC source: 0001575206-18-000001 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,825 F1 · kind: Grated 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: Grated 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 15:32 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 891 | $11.22 | $9,997.02 |
DisclosureSEC source: 0001575206-17-000004 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,823 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 18:42 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 979 | $10.21 | $9,995.59 |
DisclosureSEC source: 0001575206-17-000003 · primary_doc.xml · nonDerivative · entry 2 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,932 F3 · kind: Granted for second quarter board fees based upon the closing price of the Company's common stock on June 30, 2017. F3 · price: Granted for second 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 05, 2017 Filed Jul 19, 2017 18:42 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 723 | $13.84 | $10,006.32 |
DisclosureSEC source: 0001575206-17-000003 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,953 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 17:18 UTC | Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 | GrantCommon Stock | 14,706 | $1.70 | $25,000.20 |
DisclosureSEC source: 0001575206-17-000002 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,845 F1 · shares: Granted for 2016 discretionary bonus. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 16:03 UTC | Wheeler Real Estate Investment Trust, Inc. WHLr · Entity 8666 | GrantCommon Stock | 4,412 | $1.70 | $7,500.40 |
DisclosureSEC source: 0001575206-17-000001 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,139 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 23:33 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 4,286 | $1.75 | $7,500.50 |
DisclosureSEC source: 0001575206-16-000009 · primary_doc.xml · nonDerivative · entry 1 McGowan Carl B. Jr. · CIK 0001575206 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,727 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.