Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc.whlr · Entity 8666 | Corporate Secretary | 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 | 39,232 |
Reported balance
After 2017-02-28 transaction · row 1
1 source rowRow 1 · 2017-02-28 · Grant · Acquired 18,383 · Balance 39,232 F1: Granted for 2016 discretionary bonus based upon the closing price of the company's common stock on December 30 2016. |
| Common UnitsSEC Table II · derivative / convertible security | Direct | 2,050 |
Reported balance
Holding disclosure · report date 2017-02-28 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,050 F2: Pursuant to the Partnership Agreement of Wheeler REIT, L.P. (the "Partnership"), holders of the Partnership, may, after a one year holding period, elect to exchange their common units for common stock of Wheeler Real Estate Investment Trust, Inc. (the "Company") on an one-for-one basis. Upon a redemption request, the Company has the option to purchase the common units directly, either in cash or common stock of the Company. F3: These common units have been held for one year and therefore may be redeemed in accordance with the Partnership Agreement. F4: These derivative securities do not have an expiration date. |
| Common UnitsSEC Table II · derivative / convertible security | IndirectControlled through interests in other entities | 2,390 |
Reported balance
Holding disclosure · report date 2017-02-28 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,390 F2: Pursuant to the Partnership Agreement of Wheeler REIT, L.P. (the "Partnership"), holders of the Partnership, may, after a one year holding period, elect to exchange their common units for common stock of Wheeler Real Estate Investment Trust, Inc. (the "Company") on an one-for-one basis. Upon a redemption request, the Company has the option to purchase the common units directly, either in cash or common stock of the Company. F3: These common units have been held for one year and therefore may be redeemed in accordance with the Partnership Agreement. F4: These derivative securities do not have an expiration date. |
| Common UnitsSEC Table II · derivative / convertible security | IndirectControlled through interests in other entities | 6,452 |
Reported balance
Holding disclosure · report date 2017-02-28 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 6,452 F2: Pursuant to the Partnership Agreement of Wheeler REIT, L.P. (the "Partnership"), holders of the Partnership, may, after a one year holding period, elect to exchange their common units for common stock of Wheeler Real Estate Investment Trust, Inc. (the "Company") on an one-for-one basis. Upon a redemption request, the Company has the option to purchase the common units directly, either in cash or common stock of the Company. F5: These common units have been held for less than one year and therefore may not be currently exchanged. F4: These derivative securities do not have an expiration date. |
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.
F2: Pursuant to the Partnership Agreement of Wheeler REIT, L.P. (the "Partnership"), holders of the Partnership, may, after a one year holding period, elect to exchange their common units for common stock of Wheeler Real Estate Investment Trust, Inc. (the "Company") on an one-for-one basis. Upon a redemption request, the Company has the option to purchase the common units directly, either in cash or common stock of the Company.
F3: These common units have been held for one year and therefore may be redeemed in accordance with the Partnership Agreement.
F4: These derivative securities do not have an expiration date.
F5: These common units have been held for less than one year and therefore may not be currently exchanged.
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 01:56 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Stock | 18,383 | $1.70 | $31,251.10 |
DisclosureSEC source: 0001557307-17-000001 · primary_doc.xml · nonDerivative · entry 1 Hanisch Robin A · CIK 0001557307 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,232 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 |
| November 10, 2016 Filed Dec 9, 2016 22:06 UTC | Wheeler Real Estate Investment Trust, Inc. whlr · Entity 8666 | GrantCommon Units · Derivative | 6,452 | $2.25 | $14,517.00 |
DisclosureSEC source: 0001557239-16-000011 · primary_doc.xml · derivative · entry 2 Hanisch Robin A · CIK 0001557307 · Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Controlled through interests in other entities Disclosed balance after: 6,452 Underlying: Common Stock · 6,452 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Partnership Agreement of Wheeler REIT, L.P. (the "Partnership"), holders of the Partnership, may, after a one year holding period, elect to exchange their common units for common stock of Wheeler Real Estate Investment Trust, Inc. (the "Company") on an one-for-one basis. Upon a redemption request, the Company has the option to purchase the common units directly, either in cash or common stock of the Company. F1 · price: Pursuant to the Partnership Agreement of Wheeler REIT, L.P. (the "Partnership"), holders of the Partnership, may, after a one year holding period, elect to exchange their common units for common stock of Wheeler Real Estate Investment Trust, Inc. (the "Company") on an one-for-one basis. Upon a redemption request, the Company has the option to purchase the common units directly, either in cash or common stock of the Company. F4 · derivative.exercise_date: These common units have been held for less than one year and therefore may not be currently exchanged. F3 · derivative.expiration_date: These derivative securities do not have an expiration date. 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.