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 06, 2018 | February 06, 2018 |
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 06, 2018 · Filed February 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,130 |
Ending reported balance
After 2018-02-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-06 · Grant · Acquired 814 · Balance 8,893 F1: Granted for fourth quarter and annual board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s (the "Commpany") common stock on December 29, 2017. Row 2 · 2018-02-06 · Grant · Acquired 5,237 · Balance 14,130 F2: Granted for fourth quarter and annual board fees based upon the closing price of the Company's common stock on January 12, 2018. |
| Common StockSEC Table I · non-derivative | IndirectOwned by spouse | 125 |
Reported balance
Holding disclosure · report date 2018-02-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 125 |
Filing footnotes · ownership attribution and instrument terms
F1: Granted for fourth quarter and annual board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s (the "Commpany") common stock on December 29, 2017.
F2: Granted for fourth quarter and annual board fees based upon the closing price of the Company's common stock on January 12, 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 06, 2018 Filed Feb 6, 2018 21:07 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 5,237 | $7.16 | $37,496.92 |
DisclosureSEC source: 0001557287-18-000001 · primary_doc.xml · nonDerivative · entry 2 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,130 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 21:07 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 814 | $9.98 | $8,123.72 |
DisclosureSEC source: 0001557287-18-000001 · primary_doc.xml · nonDerivative · entry 1 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,893 F1 · kind: Granted for fourth quarter and annual board fees based upon the closing price of Wheeler Real Estate Investment Trust, Inc.'s (the "Commpany") 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 "Commpany") common stock on December 29, 2017. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 15:45 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 791 | $11.22 | $8,875.02 |
DisclosureSEC source: 0001557287-17-000005 · primary_doc.xml · nonDerivative · entry 1 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,079 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 20:20 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 869 | $10.21 | $8,872.49 |
DisclosureSEC source: 0001557287-17-000003 · primary_doc.xml · nonDerivative · entry 2 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,288 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 for the Reverse Stock Split. Read SEC document |
| July 19, 2017 Filed Jul 20, 2017 15:40 UTC Amendment | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 869 | $10.21 | $8,872.49 |
DisclosureSEC source: 0001557287-17-000004 · primary_doc.xml · nonDerivative · entry 2 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,288 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 for the Reverse Stock Split. Read SEC document |
| May 10, 2017 Filed Jul 19, 2017 20:20 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 695 | $13.84 | $9,618.80 |
DisclosureSEC source: 0001557287-17-000003 · primary_doc.xml · nonDerivative · entry 1 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,419 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 for the Reverse Stock Split. Read SEC document |
| May 10, 2017 Filed Jul 20, 2017 15:40 UTC Amendment | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 695 | $13.84 | $9,618.80 |
DisclosureSEC source: 0001557287-17-000004 · primary_doc.xml · nonDerivative · entry 1 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,419 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 for the Reverse Stock Split. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 20:20 UTC | Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 | GrantCommon Stock | 14,706 | $1.70 | $25,000.20 |
DisclosureSEC source: 0001557287-17-000002 · primary_doc.xml · nonDerivative · entry 1 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,793 F1 · shares: Granted for 2016 discretionary bonus. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 16:13 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 4,265 | $1.70 | $7,250.50 |
DisclosureSEC source: 0001557287-17-000001 · primary_doc.xml · nonDerivative · entry 1 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,087 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 23:44 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 4,143 | $1.75 | $7,250.25 |
DisclosureSEC source: 0001557287-16-000004 · primary_doc.xml · nonDerivative · entry 1 King William Walter · CIK 0001557287 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,822 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.