Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc.whlr · Entity 8666 | Chief Financial Officer | March 29, 2017 | March 29, 2017 |
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 March 29, 2017 · Filed March 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,492 |
Reported balance
After 2017-03-29 transaction · row 1
1 source rowRow 1 · 2017-03-29 · Sale · Disposed 16,871 · Balance 51,492 F1: The sale proceeds will be used by the reporting person to satisfy his tax liabilities resulting from his 2016 discretionary bonus of common stock granted by Wheeler Real Estate Investment Trust, Inc. on February 28, 2017. |
| Common StockSEC Table I · non-derivative | IndirectHeld in IRA | 18,108 |
Reported balance
Holding disclosure · report date 2017-03-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,108 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale proceeds will be used by the reporting person to satisfy his tax liabilities resulting from his 2016 discretionary bonus of common stock granted by Wheeler Real Estate Investment Trust, Inc. on February 28, 2017.
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 |
|---|---|---|---|---|---|---|
| March 29, 2017 Filed Mar 29, 2017 20:44 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | SaleCommon Stock | 16,871 | $1.73 | $29,186.83 |
DisclosureSEC source: 0001663612-17-000002 · primary_doc.xml · nonDerivative · entry 1 Graham Wilkes Jackson · CIK 0001663612 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,492 F1 · kind: The sale proceeds will be used by the reporting person to satisfy his tax liabilities resulting from his 2016 discretionary bonus of common stock granted by Wheeler Real Estate Investment Trust, Inc. on February 28, 2017. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 01:36 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 51,471 | $1.70 | $87,500.70 |
DisclosureSEC source: 0001663612-17-000001 · primary_doc.xml · nonDerivative · entry 1 Graham Wilkes Jackson · CIK 0001663612 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,363 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 |
| September 19, 2016 Filed Sep 19, 2016 22:31 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | PurchaseCommon Stock | 18,108 | $1.73 | $31,326.84 |
DisclosureSEC source: 0001663612-16-000003 · primary_doc.xml · nonDerivative · entry 2 Graham Wilkes Jackson · CIK 0001663612 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Held in IRA Disclosed balance after: 18,108 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.