Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc.whir · Entity 8666 | Chief Accounting Officer | February 28, 2017 | March 02, 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 February 28, 2017 · Filed March 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,521 |
Reported balance
After 2017-02-28 transaction · row 1
1 source rowRow 1 · 2017-02-28 · Grant · Acquired 24,265 · Balance 29,521 F1: Granted for 2016 discretionary bonus based upon the closing price of the company's common stock on December 30, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted for 2016 discretionary bonus based upon the closing price of the company's common stock on December 30, 2016.
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 28, 2017 Filed Mar 2, 2017 16:29 UTC | Wheeler Real Estate Investment Trust, Inc. whir · Entity 8666 | GrantCommon Stock | 24,265 | $1.70 | $41,250.50 |
DisclosureSEC source: 0001645612-17-000001 · primary_doc.xml · nonDerivative · entry 1 Reddy Matthew Thomas · CIK 0001645612 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,521 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.