organization · Reporting owner
Stilwell Associates, L.P.
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KINGSWAY CorpKWY · Entity 5976 | 10% owner | August 13, 2026 | August 17, 2026 |
| Wheeler Real Estate Investment Trust, Inc.WHLR · Entity 8666 | 10% owner | September 30, 2026 | October 03, 2026 |
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.
KINGSWAY Corp
Report date August 13, 2026 · Filed August 17, 2026
Jointly reported with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 267,018 |
Reported balance
After 2026-08-13 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-08-13 · Sale · Disposed 32,982 · Balance 267,018 F2: This Form 4 reports the following sales on August 13, 2026: Stilwell Associates, L.P. ("Associates") sold 32,982 shares at $10.00; Stilwell Activist Investments, L.P. ("SAI") sold 26,168 shares at $10.00; and Stilwell Value Partners VII, L.P. ("SVP VII") sold 40,850 shares at $10.00. F3: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,228,803 |
Reported balance
After 2026-08-13 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-08-13 · Sale · Disposed 26,168 · Balance 2,228,803 F2: This Form 4 reports the following sales on August 13, 2026: Stilwell Associates, L.P. ("Associates") sold 32,982 shares at $10.00; Stilwell Activist Investments, L.P. ("SAI") sold 26,168 shares at $10.00; and Stilwell Value Partners VII, L.P. ("SVP VII") sold 40,850 shares at $10.00. F4: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 330,718 |
Reported balance
After 2026-08-13 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-08-13 · Sale · Disposed 40,850 · Balance 330,718 F2: This Form 4 reports the following sales on August 13, 2026: Stilwell Associates, L.P. ("Associates") sold 32,982 shares at $10.00; Stilwell Activist Investments, L.P. ("SAI") sold 26,168 shares at $10.00; and Stilwell Value Partners VII, L.P. ("SVP VII") sold 40,850 shares at $10.00. F5: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 436,911 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 436,911 F6: These are shares owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | Direct | 162,500 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 162,500 F1: These are shares owned directly by Joseph Stilwell. |
| Class D Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $9.50 · Expires 2032-05-07 | IndirectSee footnote | 20,000 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 20,000 F7: The shares of Class D Preferred Stock of Kingsway Corporations (the "Company") have a stated value of $25 per share and are convertible at any time into shares of Common Stock, par value $0.01 per share, of the Company (the "Common Stock") at a conversion basis equal to 2.63158 shares of Common Stock for each share of Class D Preferred Stock, subject to customary adjustments. All outstanding shares of Class D Preferred Stock shall be redeemed by the Company on May 7, 2032. F3: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Class C Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $9.50 · Expires 2032-02-12 | IndirectSee footnote | 33,600 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 33,600 F8: The shares of Class C Preferred Stock of the Company have a stated value of $25 per share and are convertible at any time into shares of Common Stock at a conversion basis equal to 2.63158 shares of Common Stock for each share of Class C Preferred Stock, subject to customary adjustments. All outstanding shares of Class C Preferred Stock shall be redeemed by the Company on February 12, 2032. F4: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Class C Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $9.50 · Expires 2032-02-12 | IndirectSee footnote | 6,400 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,400 F8: The shares of Class C Preferred Stock of the Company have a stated value of $25 per share and are convertible at any time into shares of Common Stock at a conversion basis equal to 2.63158 shares of Common Stock for each share of Class C Preferred Stock, subject to customary adjustments. All outstanding shares of Class C Preferred Stock shall be redeemed by the Company on February 12, 2032. F6: These are shares owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These are shares owned directly by Joseph Stilwell.
F2: This Form 4 reports the following sales on August 13, 2026: Stilwell Associates, L.P. ("Associates") sold 32,982 shares at $10.00; Stilwell Activist Investments, L.P. ("SAI") sold 26,168 shares at $10.00; and Stilwell Value Partners VII, L.P. ("SVP VII") sold 40,850 shares at $10.00.
F3: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F4: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F5: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F6: These are shares owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F7: The shares of Class D Preferred Stock of Kingsway Corporations (the "Company") have a stated value of $25 per share and are convertible at any time into shares of Common Stock, par value $0.01 per share, of the Company (the "Common Stock") at a conversion basis equal to 2.63158 shares of Common Stock for each share of Class D Preferred Stock, subject to customary adjustments. All outstanding shares of Class D Preferred Stock shall be redeemed by the Company on May 7, 2032.
F8: The shares of Class C Preferred Stock of the Company have a stated value of $25 per share and are convertible at any time into shares of Common Stock at a conversion basis equal to 2.63158 shares of Common Stock for each share of Class C Preferred Stock, subject to customary adjustments. All outstanding shares of Class C Preferred Stock shall be redeemed by the Company on February 12, 2032.
Wheeler Real Estate Investment Trust, Inc.
Report date September 30, 2026 · Filed October 03, 2026
Jointly reported with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 584,578 |
Reported balance
After 2026-09-30 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 142,015 · Balance 584,578 F5: On September 30, 2026, the Issuer agreed to issue to SAI 142,015 shares of the Issuer's common stock ("Common Stock") in exchange for 26,897 shares of the Issuer's Series B Preferred Stock ("Series B Preferred Stock") and 6,801 shares of the Issuer's Series D Cumulative Convertible Preferred Stock ("Series D Preferred Stock") held by SAI (the "Third SAI Exchange"). The Issuer did not receive any cash proceeds in the Third SAI Exchange. F1: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 584,573 |
Reported balance
After 2026-09-30 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-09-30 · Sale · Disposed 5 · Balance 584,573 F6: This Form 4 reports the sale by SAI on September 30, 2026 of 5 shares of Common Stock at $3.03 per share. F1: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 80,969 |
Reported balance
After 2026-09-30 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-09-30 · Grant · Acquired 19,685 · Balance 80,969 F7: On September 30, 2026, the Issuer agreed to issue to SAF 19,685 shares of Common Stock in exchange for 3,903 shares of Series B Preferred Stock and 899 shares of Series D Preferred Stock held by SAF (the "Third SAF Exchange"). The Issuer did not receive any cash proceeds in the Third SAF Exchange. F2: These securities are owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 1 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1 F3: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 62,829 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 62,829 F4: These securities are owned directly by Stilwell Associates, L.P. ("SA") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SA. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| 7.00% Subordinated Convertible Notes due 2031SEC Table II · derivative / convertible security · Conversion / exercise price $4.85 · Expires 2031-12-31 | IndirectSee footnote | Not disclosed |
Reported balance
After 2026-09-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-30 · Purchase · Acquired Not disclosed · Balance Not disclosed F8: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of Common Stock at a conversion price of $4.84648 per share (5.158382 common shares for each $25.00 of principal amount of the Notes being converted). F10: The price reported in Column 8 is an aggregate purchase price. These Notes were purchased at a price of $85.00 per $25.00 of aggregate principal amount. F9: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of Series B Preferred Stock or in shares of Series D Preferred Stock, in each case as set forth in the Notes. F1: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| 7.00% Subordinated Convertible Notes due 2031SEC Table II · derivative / convertible security · Conversion / exercise price $4.85 · Expires 2031-12-31 | IndirectSee footnote | Not disclosed |
Reported balance
After 2026-09-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-30 · Sale · Disposed Not disclosed · Balance Not disclosed F8: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of Common Stock at a conversion price of $4.84648 per share (5.158382 common shares for each $25.00 of principal amount of the Notes being converted). F11: The price reported in Column 8 is an aggregate purchase price. These Notes were sold at a price of $85.00 per $25.00 of aggregate principal amount. F9: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of Series B Preferred Stock or in shares of Series D Preferred Stock, in each case as set forth in the Notes. F3: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| 7.00% Subordinated Convertible Notes due 2031SEC Table II · derivative / convertible security · Conversion / exercise price $4.85 · Expires 2031-12-31 | IndirectSee footnote | Not disclosed |
Reported balance
After 2026-09-30 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-30 · Purchase · Acquired Not disclosed · Balance Not disclosed F8: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of Common Stock at a conversion price of $4.84648 per share (5.158382 common shares for each $25.00 of principal amount of the Notes being converted). F12: The price reported in Column 8 is an aggregate purchase price. These Notes were purchased at a price of $85.00 per $25.00 of aggregate principal amount. F9: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of Series B Preferred Stock or in shares of Series D Preferred Stock, in each case as set forth in the Notes. F4: These securities are owned directly by Stilwell Associates, L.P. ("SA") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SA. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| 7.00% Subordinated Convertible Notes due 2031SEC Table II · derivative / convertible security · Conversion / exercise price $4.85 · Expires 2031-12-31 | IndirectSee footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F8: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of Common Stock at a conversion price of $4.84648 per share (5.158382 common shares for each $25.00 of principal amount of the Notes being converted). F9: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of Series B Preferred Stock or in shares of Series D Preferred Stock, in each case as set forth in the Notes. F2: These securities are owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Series D Cumulative Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 121,302 |
Reported balance
After 2026-09-30 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-09-30 · Disposition to issuer · Disposed 6,801 · Balance 121,302 F13: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000000002 shares of Common Stock (a conversion price of $1,107,800,064,000 per share of Common Stock). Series D Preferred Stock has no expiration date. F14: The preferred stock disposition was pursuant to the Third SAI Exchange. F1: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Series D Cumulative Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 17,688 |
Reported balance
After 2026-09-30 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-09-30 · Disposition to issuer · Disposed 899 · Balance 17,688 F13: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000000002 shares of Common Stock (a conversion price of $1,107,800,064,000 per share of Common Stock). Series D Preferred Stock has no expiration date. F15: The preferred stock disposition was pursuant to the Third SAF Exchange. F2: These securities are owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Series D Cumulative Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 21,148 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 21,148 F13: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000000002 shares of Common Stock (a conversion price of $1,107,800,064,000 per share of Common Stock). Series D Preferred Stock has no expiration date. F3: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Series B Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 469,288 |
Reported balance
After 2026-09-30 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-09-30 · Disposition to issuer · Disposed 26,897 · Balance 469,288 F16: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000000000001 shares of Common Stock (a conversion price of $2,612,736,000,000 per share of Common Stock). Series B Preferred Stock has no expiration date. F17: The preferred stock disposition was pursuant to the Third SAI Exchange. F1: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Series B Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 61,693 |
Reported balance
After 2026-09-30 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-09-30 · Disposition to issuer · Disposed 3,903 · Balance 61,693 F16: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000000000001 shares of Common Stock (a conversion price of $2,612,736,000,000 per share of Common Stock). Series B Preferred Stock has no expiration date. F18: The preferred stock disposition was pursuant to the Third SAF Exchange. F2: These securities are owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
| Series B Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnote | 90,565 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 90,565 F16: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000000000001 shares of Common Stock (a conversion price of $2,612,736,000,000 per share of Common Stock). Series B Preferred Stock has no expiration date. F3: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein.
F2: These securities are owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein.
F3: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein.
F4: These securities are owned directly by Stilwell Associates, L.P. ("SA") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SA. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein.
F5: On September 30, 2026, the Issuer agreed to issue to SAI 142,015 shares of the Issuer's common stock ("Common Stock") in exchange for 26,897 shares of the Issuer's Series B Preferred Stock ("Series B Preferred Stock") and 6,801 shares of the Issuer's Series D Cumulative Convertible Preferred Stock ("Series D Preferred Stock") held by SAI (the "Third SAI Exchange"). The Issuer did not receive any cash proceeds in the Third SAI Exchange.
F6: This Form 4 reports the sale by SAI on September 30, 2026 of 5 shares of Common Stock at $3.03 per share.
F7: On September 30, 2026, the Issuer agreed to issue to SAF 19,685 shares of Common Stock in exchange for 3,903 shares of Series B Preferred Stock and 899 shares of Series D Preferred Stock held by SAF (the "Third SAF Exchange"). The Issuer did not receive any cash proceeds in the Third SAF Exchange.
F8: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of Common Stock at a conversion price of $4.84648 per share (5.158382 common shares for each $25.00 of principal amount of the Notes being converted).
F9: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of Series B Preferred Stock or in shares of Series D Preferred Stock, in each case as set forth in the Notes.
F10: The price reported in Column 8 is an aggregate purchase price. These Notes were purchased at a price of $85.00 per $25.00 of aggregate principal amount.
F11: The price reported in Column 8 is an aggregate purchase price. These Notes were sold at a price of $85.00 per $25.00 of aggregate principal amount.
F12: The price reported in Column 8 is an aggregate purchase price. These Notes were purchased at a price of $85.00 per $25.00 of aggregate principal amount.
F13: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000000002 shares of Common Stock (a conversion price of $1,107,800,064,000 per share of Common Stock). Series D Preferred Stock has no expiration date.
F14: The preferred stock disposition was pursuant to the Third SAI Exchange.
F15: The preferred stock disposition was pursuant to the Third SAF Exchange.
F16: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000000000001 shares of Common Stock (a conversion price of $2,612,736,000,000 per share of Common Stock). Series B Preferred Stock has no expiration date.
F17: The preferred stock disposition was pursuant to the Third SAI Exchange.
F18: The preferred stock disposition was pursuant to the Third SAF Exchange.
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 |
|---|---|---|---|---|---|---|
| December 17, 2025 Filed Dec 20, 2025 00:50 UTC | KINGSWAY Corp KFS · Entity 5976 | OtherCommon Stock | 218,842 | $8.25 | $1,805,446.50 |
DisclosureSEC source: 0001104659-25-123371 · tm2533995-1_4seq1.xml · nonDerivative · entry 5 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 371,568 F2 · kind: On March 31, 2025, Stilwell Value LLC ("Value") entered into three Option Agreements with certain counterparties (collectively, the "Buyers"), pursuant to which Value granted each Buyer an option to purchase, respectively, (i) 815,000 shares of common stock, par value $0.01 per share (the "Common Stock"), of Kingsway Financial Services Inc. (the "Company"), (ii) 660,000 shares of Common Stock, and (iii) 275,000 shares of Common Stock, at an exercise price of $8.25 per share. The Option Agreements were set to expire at 5:00 p.m. Eastern Time on December 29, 2025, and were amended on December 17, 2025 so that the options became exercisable at any time prior to 5:00 p.m. Eastern Time on December 29, 2025. F6 · ownership.nature: These are shares owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 17, 2025 Filed Dec 20, 2025 00:50 UTC | KINGSWAY Corp KFS · Entity 5976 | OtherCommon Stock | 20,270 | $8.25 | $167,227.50 |
DisclosureSEC source: 0001104659-25-123371 · tm2533995-1_4seq1.xml · nonDerivative · entry 4 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 436,911 F2 · kind: On March 31, 2025, Stilwell Value LLC ("Value") entered into three Option Agreements with certain counterparties (collectively, the "Buyers"), pursuant to which Value granted each Buyer an option to purchase, respectively, (i) 815,000 shares of common stock, par value $0.01 per share (the "Common Stock"), of Kingsway Financial Services Inc. (the "Company"), (ii) 660,000 shares of Common Stock, and (iii) 275,000 shares of Common Stock, at an exercise price of $8.25 per share. The Option Agreements were set to expire at 5:00 p.m. Eastern Time on December 29, 2025, and were amended on December 17, 2025 so that the options became exercisable at any time prior to 5:00 p.m. Eastern Time on December 29, 2025. F5 · ownership.nature: These are shares owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 17, 2025 Filed Dec 20, 2025 00:50 UTC | KINGSWAY Corp KFS · Entity 5976 | OtherCommon Stock | 1,295,411 | $8.25 | $10,687,140.75 |
DisclosureSEC source: 0001104659-25-123371 · tm2533995-1_4seq1.xml · nonDerivative · entry 3 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 2,254,971 F2 · kind: On March 31, 2025, Stilwell Value LLC ("Value") entered into three Option Agreements with certain counterparties (collectively, the "Buyers"), pursuant to which Value granted each Buyer an option to purchase, respectively, (i) 815,000 shares of common stock, par value $0.01 per share (the "Common Stock"), of Kingsway Financial Services Inc. (the "Company"), (ii) 660,000 shares of Common Stock, and (iii) 275,000 shares of Common Stock, at an exercise price of $8.25 per share. The Option Agreements were set to expire at 5:00 p.m. Eastern Time on December 29, 2025, and were amended on December 17, 2025 so that the options became exercisable at any time prior to 5:00 p.m. Eastern Time on December 29, 2025. F4 · ownership.nature: These are shares owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 17, 2025 Filed Dec 20, 2025 00:50 UTC | KINGSWAY Corp KFS · Entity 5976 | OtherCommon Stock | 215,477 | $8.25 | $1,777,685.25 |
DisclosureSEC source: 0001104659-25-123371 · tm2533995-1_4seq1.xml · nonDerivative · entry 2 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 319,229 F2 · kind: On March 31, 2025, Stilwell Value LLC ("Value") entered into three Option Agreements with certain counterparties (collectively, the "Buyers"), pursuant to which Value granted each Buyer an option to purchase, respectively, (i) 815,000 shares of common stock, par value $0.01 per share (the "Common Stock"), of Kingsway Financial Services Inc. (the "Company"), (ii) 660,000 shares of Common Stock, and (iii) 275,000 shares of Common Stock, at an exercise price of $8.25 per share. The Option Agreements were set to expire at 5:00 p.m. Eastern Time on December 29, 2025, and were amended on December 17, 2025 so that the options became exercisable at any time prior to 5:00 p.m. Eastern Time on December 29, 2025. F3 · ownership.nature: These are shares owned directly by Stilwell Associates, L.P. ("Associates") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 21:30 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 10,429 | $12.80 | $133,491.20 |
DisclosureSEC source: 0001104659-25-122064 · tm2533782-1_4seq1.xml · nonDerivative · entry 3 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 534,706 F2 · kind: This Form 4 reports the following sales: on December 15, 2025, Stilwell Associates, L.P. ("Associates") sold 34,269 shares at $12.8005; and on December 16, 2025, Associates sold 10,429 shares at $12.80. F3 · ownership.nature: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:30 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 34,269 | $12.80 | $438,660.33 |
DisclosureSEC source: 0001104659-25-122064 · tm2533782-1_4seq1.xml · nonDerivative · entry 2 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 545,135 F2 · kind: This Form 4 reports the following sales: on December 15, 2025, Stilwell Associates, L.P. ("Associates") sold 34,269 shares at $12.8005; and on December 16, 2025, Associates sold 10,429 shares at $12.80. F3 · ownership.nature: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 23:30 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 67,500 | $12.80 | $864,000.00 |
DisclosureSEC source: 0001104659-25-121276 · tm2533499-1_4seq1.xml · nonDerivative · entry 2 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 579,404 F2 · kind: This Form 4 reports the following sales: on December 11, 2025 Stilwell Associates, L.P. ("Associates") sold 67,500 shares at $12.80. F3 · ownership.nature: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 17:33 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries B Convertible Preferred Stock · Derivative | 13,494 | $4.30 Strike: $403,200,000.00 | $58,037.69 |
DisclosureSEC source: 0001213900-25-121055 · ownership.xml · derivative · entry 15 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 116,990 Underlying: Common Stock · 0 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F8 · shares: This Form 4 reports the following sales of Series B Preferred Stock on December 10, 2025: (i) SAI sold 14,506 shares at $4.3010 per share, and (ii) SVP VII sold 13,494 shares at $4.3010 per share. F9 · derivative.exercise_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.expiration_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.underlying_shares: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F3 · ownership.nature: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 17:33 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries B Convertible Preferred Stock · Derivative | 14,506 | $4.30 Strike: $403,200,000.00 | $62,390.31 |
DisclosureSEC source: 0001213900-25-121055 · ownership.xml · derivative · entry 13 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 560,988 Underlying: Common Stock · 0 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F8 · shares: This Form 4 reports the following sales of Series B Preferred Stock on December 10, 2025: (i) SAI sold 14,506 shares at $4.3010 per share, and (ii) SVP VII sold 13,494 shares at $4.3010 per share. F9 · derivative.exercise_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.expiration_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.underlying_shares: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.00000006 shares of the Issuer's common stock (a conversion price of $403,200,000 per share of common stock). Series B Preferred Stock has no expiration date. F1 · ownership.nature: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all securities reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 23:13 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 20,000 | $12.80 | $256,000.00 |
DisclosureSEC source: 0001104659-25-120042 · tm2533231-1_4seq1.xml · nonDerivative · entry 3 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 646,904 F2 · kind: This Form 4 reports the following sales: on December 8, 2025 Stilwell Associates, L.P. ("Associates") sold 35,000 shares at $12.82; and on December 9, 2025 Associates sold 20,000 shares at $12.80. F3 · ownership.nature: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 23:13 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 35,000 | $12.82 | $448,700.00 |
DisclosureSEC source: 0001104659-25-120042 · tm2533231-1_4seq1.xml · nonDerivative · entry 2 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 666,904 F2 · kind: This Form 4 reports the following sales: on December 8, 2025 Stilwell Associates, L.P. ("Associates") sold 35,000 shares at $12.82; and on December 9, 2025 Associates sold 20,000 shares at $12.80. F3 · ownership.nature: These are shares owned directly by Associates and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 20:06 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | Purchase7.00% Subordinated Convertible Notes due 2031 · Derivative | Not disclosed | $1,000,000.00 Strike: $1.74 | $312,500.00 |
DisclosureSEC source: 0001213900-25-111485 · ownership.xml · derivative · entry 8 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: Not disclosed Underlying: Common Stock · 179,359 shares Expires 2031-12-31 F5 · derivative.exercise_price: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $1.742315 per share (14.348723 common shares for each $25.00 of principal amount of the Notes being converted). F8 · price: The price reported in Column 8 is an aggregate purchase price. These Notes were purchased at a price of $80.00 per $25.00 of aggregate principal amount. F5 · derivative.exercise_date: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $1.742315 per share (14.348723 common shares for each $25.00 of principal amount of the Notes being converted). F5 · derivative.underlying_shares: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $1.742315 per share (14.348723 common shares for each $25.00 of principal amount of the Notes being converted). F6 · derivative.underlying_shares: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of the Issuer's Series B Convertible Preferred Stock ("Series B Preferred Stock") or in shares of the Issuer's Series D Cumulative Convertible Preferred Stock ("Series D Preferred Stock"), in each case as set forth in the Notes. F4 · ownership.nature: These securities are owned directly by Stilwell Associates, L.P. ("SA") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SA. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 20:06 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | Sale7.00% Subordinated Convertible Notes due 2031 · Derivative | Not disclosed | $6,403,672.00 Strike: $1.74 | $2,000,000.00 |
DisclosureSEC source: 0001213900-25-111485 · ownership.xml · derivative · entry 7 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: Not disclosed Underlying: Common Stock · 1,147,897 shares Expires 2031-12-31 F5 · derivative.exercise_price: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $1.742315 per share (14.348723 common shares for each $25.00 of principal amount of the Notes being converted). F7 · price: The price reported in Column 8 is an aggregate purchase price. These Notes were sold at a price of $80.0459 per $25.00 of aggregate principal amount. F5 · derivative.exercise_date: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $1.742315 per share (14.348723 common shares for each $25.00 of principal amount of the Notes being converted). F5 · derivative.underlying_shares: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $1.742315 per share (14.348723 common shares for each $25.00 of principal amount of the Notes being converted). F6 · derivative.underlying_shares: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of the Issuer's Series B Convertible Preferred Stock ("Series B Preferred Stock") or in shares of the Issuer's Series D Cumulative Convertible Preferred Stock ("Series D Preferred Stock"), in each case as set forth in the Notes. F3 · ownership.nature: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 23:58 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | Disposition to issuerSeries D Cumulative Convertible Preferred Stock · Derivative | 500 | Not disclosed Strike: $85,478,400.00 | Not disclosed |
DisclosureSEC source: 0001213900-25-107765 · ownership.xml · derivative · entry 9 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 91,278 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000003 shares of the Issuer's common stock (a conversion price of $85,478,400 per share of common stock). Series D Preferred Stock has no expiration date. F9 · shares: Disposition was as a result of the redemption of Series D Preferred Stock, which was settled in shares of the Issuer's common stock at a redemption price of approximately $42.34 per share of Series D Preferred Stock ($25.00 per share plus the amount of all accrued but unpaid dividends to and including the redemption date). F9 · price: Disposition was as a result of the redemption of Series D Preferred Stock, which was settled in shares of the Issuer's common stock at a redemption price of approximately $42.34 per share of Series D Preferred Stock ($25.00 per share plus the amount of all accrued but unpaid dividends to and including the redemption date). F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000003 shares of the Issuer's common stock (a conversion price of $85,478,400 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000003 shares of the Issuer's common stock (a conversion price of $85,478,400 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000003 shares of the Issuer's common stock (a conversion price of $85,478,400 per share of common stock). Series D Preferred Stock has no expiration date. F1 · ownership.nature: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 23:58 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | GrantCommon Stock | 6,682 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-107765 · ownership.xml · nonDerivative · entry 1 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 87,843 F5 · price: Represents shares of the Issuer's common stock that were acquired as a result of the Issuer settling redemption requests for the Issuer's Series D Cumulative Convertible Preferred Stock ("Series D Preferred Stock") in shares of the Issuer's common stock. The redemption price for each share of Series D Preferred Stock was approximately $42.34 ($25.00 per share plus the amount of all accrued but unpaid dividends to and including the redemption date). The number of shares of common stock issued upon redemption of Series D Preferred Stock was based on a common stock price of approximately $3.17, which was the volume weighted average of the closing sales price, as reported on the Nasdaq Capital Market, per share of common stock for the ten consecutive trading days immediately preceding, but not including, the redemption date. F1 · ownership.nature: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 18:33 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | Sale7.00% Subordinated Convertible Notes due 2031 · Derivative | Not disclosed | $53,734.60 Strike: $4.91 | $11,725.00 |
DisclosureSEC source: 0001213900-25-095272 · ownership.xml · derivative · entry 7 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: Not disclosed Underlying: Common Stock · 2,389 shares Expires 2031-12-31 F5 · derivative.exercise_price: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $4.907490 per share (5.094256 common shares for each $25.00 of principal amount of the Notes being converted). F7 · price: The price reported in Column 8 is an aggregate purchase price. These Notes were sold at a price of $114.5727 per $25.00 of aggregate principal amount. F5 · derivative.exercise_date: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $4.907490 per share (5.094256 common shares for each $25.00 of principal amount of the Notes being converted). F5 · derivative.underlying_shares: The Issuer's 7.00% Subordinated Convertible Notes due 2031 (the "Notes") are convertible, in whole or in part, at any time, at the option of the holders thereof, into shares of the Issuer's common stock at a conversion price of $4.907490 per share (5.094256 common shares for each $25.00 of principal amount of the Notes being converted). F6 · derivative.underlying_shares: Interest on the Notes may be payable, at the Issuer's election, in cash, in shares of the Issuer's Series B Convertible Preferred Stock ("Series B Preferred Stock") or in shares of the Issuer's Series D Cumulative Convertible Preferred Stock ("Series D Preferred Stock"), in each case as set forth in the Notes. F3 · ownership.nature: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 17, 2025 Filed Sep 18, 2025 20:40 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 14,288 | $14.47 | $206,747.36 |
DisclosureSEC source: 0001104659-25-091309 · tm2526479-1_4seq1.xml · nonDerivative · entry 7 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 590,410 F2 · kind: This Form 4 reports the following sales on September 16, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 11,941 shares at $14.4000; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,106 shares at $14.4000; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 5,953 shares at $14.4000. This Form 4 also reports the following sales on September 17, 2025: (a) SAI sold 28,657 shares at $14.4700; (b) SAF sold 5,055 shares at $14.4700; and (c) SVP VII sold 14,288 shares at $14.4700. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 17, 2025 Filed Sep 18, 2025 20:40 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 5,055 | $14.47 | $73,145.85 |
DisclosureSEC source: 0001104659-25-091309 · tm2526479-1_4seq1.xml · nonDerivative · entry 6 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 457,181 F2 · kind: This Form 4 reports the following sales on September 16, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 11,941 shares at $14.4000; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,106 shares at $14.4000; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 5,953 shares at $14.4000. This Form 4 also reports the following sales on September 17, 2025: (a) SAI sold 28,657 shares at $14.4700; (b) SAF sold 5,055 shares at $14.4700; and (c) SVP VII sold 14,288 shares at $14.4700. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 17, 2025 Filed Sep 18, 2025 20:40 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 28,657 | $14.47 | $414,666.79 |
DisclosureSEC source: 0001104659-25-091309 · tm2526479-1_4seq1.xml · nonDerivative · entry 5 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,550,382 F2 · kind: This Form 4 reports the following sales on September 16, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 11,941 shares at $14.4000; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,106 shares at $14.4000; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 5,953 shares at $14.4000. This Form 4 also reports the following sales on September 17, 2025: (a) SAI sold 28,657 shares at $14.4700; (b) SAF sold 5,055 shares at $14.4700; and (c) SVP VII sold 14,288 shares at $14.4700. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:54 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock · Derivative | 2,293 | $36.36 Strike: $17,095,680.00 | $83,379.21 |
DisclosureSEC source: 0001213900-25-089042 · ownership.xml · derivative · entry 11 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 18,158 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F7 · shares: This Form 4 reports the following sales of Series D Preferred Stock on September 16, 2025: (i) SAI sold 11,995 shares at $36.3625 per share, (ii) SAF sold 1,712 shares at $36.3625 per share, and (iii) SVP VII sold 2,293 shares at $36.3625 per share. F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F3 · ownership.nature: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:54 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock · Derivative | 1,712 | $36.36 Strike: $17,095,680.00 | $62,252.60 |
DisclosureSEC source: 0001213900-25-089042 · ownership.xml · derivative · entry 10 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 13,175 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F7 · shares: This Form 4 reports the following sales of Series D Preferred Stock on September 16, 2025: (i) SAI sold 11,995 shares at $36.3625 per share, (ii) SAF sold 1,712 shares at $36.3625 per share, and (iii) SVP VII sold 2,293 shares at $36.3625 per share. F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F2 · ownership.nature: These securities are owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:54 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock · Derivative | 11,995 | $36.36 Strike: $17,095,680.00 | $436,168.19 |
DisclosureSEC source: 0001213900-25-089042 · ownership.xml · derivative · entry 9 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 91,778 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F7 · shares: This Form 4 reports the following sales of Series D Preferred Stock on September 16, 2025: (i) SAI sold 11,995 shares at $36.3625 per share, (ii) SAF sold 1,712 shares at $36.3625 per share, and (iii) SVP VII sold 2,293 shares at $36.3625 per share. F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F1 · ownership.nature: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:40 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 5,953 | $14.40 | $85,723.20 |
DisclosureSEC source: 0001104659-25-091309 · tm2526479-1_4seq1.xml · nonDerivative · entry 4 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 604,698 F2 · kind: This Form 4 reports the following sales on September 16, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 11,941 shares at $14.4000; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,106 shares at $14.4000; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 5,953 shares at $14.4000. This Form 4 also reports the following sales on September 17, 2025: (a) SAI sold 28,657 shares at $14.4700; (b) SAF sold 5,055 shares at $14.4700; and (c) SVP VII sold 14,288 shares at $14.4700. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:40 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 2,106 | $14.40 | $30,326.40 |
DisclosureSEC source: 0001104659-25-091309 · tm2526479-1_4seq1.xml · nonDerivative · entry 3 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 462,236 F2 · kind: This Form 4 reports the following sales on September 16, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 11,941 shares at $14.4000; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,106 shares at $14.4000; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 5,953 shares at $14.4000. This Form 4 also reports the following sales on September 17, 2025: (a) SAI sold 28,657 shares at $14.4700; (b) SAF sold 5,055 shares at $14.4700; and (c) SVP VII sold 14,288 shares at $14.4700. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:40 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 11,941 | $14.40 | $171,950.40 |
DisclosureSEC source: 0001104659-25-091309 · tm2526479-1_4seq1.xml · nonDerivative · entry 2 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,579,039 F2 · kind: This Form 4 reports the following sales on September 16, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 11,941 shares at $14.4000; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,106 shares at $14.4000; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 5,953 shares at $14.4000. This Form 4 also reports the following sales on September 17, 2025: (a) SAI sold 28,657 shares at $14.4700; (b) SAF sold 5,055 shares at $14.4700; and (c) SVP VII sold 14,288 shares at $14.4700. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 22:36 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 7,505 | $14.41 | $108,147.05 |
DisclosureSEC source: 0001104659-25-089153 · tm2525816-1_4seq1.xml · nonDerivative · entry 4 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 610,651 F2 · kind: This Form 4 reports the following sales on September 8, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 14,944 shares at $14.4100; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,551 shares at $14.4100; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 7,505 shares at $14.4100. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 22:36 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 2,551 | $14.41 | $36,759.91 |
DisclosureSEC source: 0001104659-25-089153 · tm2525816-1_4seq1.xml · nonDerivative · entry 3 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 464,342 F2 · kind: This Form 4 reports the following sales on September 8, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 14,944 shares at $14.4100; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,551 shares at $14.4100; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 7,505 shares at $14.4100. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| September 08, 2025 Filed Sep 10, 2025 22:36 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 14,944 | $14.41 | $215,343.04 |
DisclosureSEC source: 0001104659-25-089153 · tm2525816-1_4seq1.xml · nonDerivative · entry 2 Stilwell Joseph · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Associates, L.P. · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,590,980 F2 · kind: This Form 4 reports the following sales on September 8, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 14,944 shares at $14.4100; (b) Stilwell Activist Fund, L.P. ("SAF") sold 2,551 shares at $14.4100; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 7,505 shares at $14.4100. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 21:38 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 22,586 | $14.18 | $320,233.34 |
DisclosureSEC source: 0001104659-25-083161 · tm2524429-1_4seq1.xml · nonDerivative · entry 4 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 618,156 F2 · kind: This Form 4 reports the following sales on August 22, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 44,772 shares at $14.1784; (b) Stilwell Activist Fund, L.P. ("SAF") sold 7,642 shares at $14.1784; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 22,586 shares at $14.1784. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 21:38 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 7,642 | $14.18 | $108,351.33 |
DisclosureSEC source: 0001104659-25-083161 · tm2524429-1_4seq1.xml · nonDerivative · entry 3 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 466,893 F2 · kind: This Form 4 reports the following sales on August 22, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 44,772 shares at $14.1784; (b) Stilwell Activist Fund, L.P. ("SAF") sold 7,642 shares at $14.1784; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 22,586 shares at $14.1784. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 22, 2025 Filed Aug 26, 2025 21:38 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 44,772 | $14.18 | $634,795.32 |
DisclosureSEC source: 0001104659-25-083161 · tm2524429-1_4seq1.xml · nonDerivative · entry 2 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,605,924 F2 · kind: This Form 4 reports the following sales on August 22, 2025: (a) Stilwell Activist Investments, L.P. ("SAI") sold 44,772 shares at $14.1784; (b) Stilwell Activist Fund, L.P. ("SAF") sold 7,642 shares at $14.1784; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 22,586 shares at $14.1784. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 23:20 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 9,410 | $14.16 | $133,274.77 |
DisclosureSEC source: 0001104659-25-081007 · tm2524039-1_4seq1.xml · nonDerivative · entry 7 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 640,742 F2 · kind: This Form 4 reports the following sales: on August 18, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 23,779 shares at $13.95, and 18,835 shares at $14.1631; (b) Stilwell Activist Fund, L.P. ("SAF") sold 4,098 shares at $13.95, and 3,184 shares at $14.1631; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 12,123 shares at $13.95, and 9,410 shares at $14,1631. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 23:20 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 3,184 | $14.16 | $45,095.31 |
DisclosureSEC source: 0001104659-25-081007 · tm2524039-1_4seq1.xml · nonDerivative · entry 6 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 474,535 F2 · kind: This Form 4 reports the following sales: on August 18, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 23,779 shares at $13.95, and 18,835 shares at $14.1631; (b) Stilwell Activist Fund, L.P. ("SAF") sold 4,098 shares at $13.95, and 3,184 shares at $14.1631; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 12,123 shares at $13.95, and 9,410 shares at $14,1631. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 23:20 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 18,835 | $14.16 | $266,761.99 |
DisclosureSEC source: 0001104659-25-081007 · tm2524039-1_4seq1.xml · nonDerivative · entry 5 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,650,696 F2 · kind: This Form 4 reports the following sales: on August 18, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 23,779 shares at $13.95, and 18,835 shares at $14.1631; (b) Stilwell Activist Fund, L.P. ("SAF") sold 4,098 shares at $13.95, and 3,184 shares at $14.1631; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 12,123 shares at $13.95, and 9,410 shares at $14,1631. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 23:20 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 12,123 | $13.95 | $169,115.85 |
DisclosureSEC source: 0001104659-25-081007 · tm2524039-1_4seq1.xml · nonDerivative · entry 4 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 650,152 F2 · kind: This Form 4 reports the following sales: on August 18, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 23,779 shares at $13.95, and 18,835 shares at $14.1631; (b) Stilwell Activist Fund, L.P. ("SAF") sold 4,098 shares at $13.95, and 3,184 shares at $14.1631; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 12,123 shares at $13.95, and 9,410 shares at $14,1631. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 23:20 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 4,098 | $13.95 | $57,167.10 |
DisclosureSEC source: 0001104659-25-081007 · tm2524039-1_4seq1.xml · nonDerivative · entry 3 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 477,719 F2 · kind: This Form 4 reports the following sales: on August 18, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 23,779 shares at $13.95, and 18,835 shares at $14.1631; (b) Stilwell Activist Fund, L.P. ("SAF") sold 4,098 shares at $13.95, and 3,184 shares at $14.1631; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 12,123 shares at $13.95, and 9,410 shares at $14,1631. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| August 18, 2025 Filed Aug 20, 2025 23:20 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 23,779 | $13.95 | $331,717.05 |
DisclosureSEC source: 0001104659-25-081007 · tm2524039-1_4seq1.xml · nonDerivative · entry 2 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,669,531 F2 · kind: This Form 4 reports the following sales: on August 18, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 23,779 shares at $13.95, and 18,835 shares at $14.1631; (b) Stilwell Activist Fund, L.P. ("SAF") sold 4,098 shares at $13.95, and 3,184 shares at $14.1631; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 12,123 shares at $13.95, and 9,410 shares at $14,1631. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 17:39 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries B Convertible Preferred Stock · Derivative | 715 | $4.00 Strike: $40,320,000.00 | $2,860.00 |
DisclosureSEC source: 0001213900-25-062016 · ownership.xml · derivative · entry 15 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 130,484 Underlying: Common Stock · 0 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F8 · shares: This Form 4 reports the following sales of Series B Preferred Stock on July 3, 2025: (i) SAI sold 3,151 shares at $4.00 per share, and (ii) SVP VII sold 715 shares at $4.00 per share. F9 · derivative.exercise_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.expiration_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.underlying_shares: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F3 · ownership.nature: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 17:39 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries B Convertible Preferred Stock · Derivative | 3,151 | $4.00 Strike: $40,320,000.00 | $12,604.00 |
DisclosureSEC source: 0001213900-25-062016 · ownership.xml · derivative · entry 13 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 575,494 Underlying: Common Stock · 0 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F8 · shares: This Form 4 reports the following sales of Series B Preferred Stock on July 3, 2025: (i) SAI sold 3,151 shares at $4.00 per share, and (ii) SVP VII sold 715 shares at $4.00 per share. F9 · derivative.exercise_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.expiration_date: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F9 · derivative.underlying_shares: Each share of Series B Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.0000006 shares of the Issuer's common stock (a conversion price of $40,320,000 per share of common stock). Series B Preferred Stock has no expiration date. F1 · ownership.nature: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:52 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 18,763 | $13.90 | $260,897.64 |
DisclosureSEC source: 0001104659-25-064846 · tm2519640-1_4seq1.xml · nonDerivative · entry 7 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 662,275 F2 · kind: This Form 4 reports the following sales: on June 27, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 85,191 shares at $14.0327; (b) Stilwell Activist Fund, L.P. ("SAF") sold 11,224 shares at $14.0327; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 31,828 shares at $14.0327; and on June 30, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 8,319 shares at $13.90497; (b) Stilwell Activist Fund, L.P. ("SAF") sold 5,896 shares at $13.90497; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 18,763 shares at $13.90497. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:52 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 5,896 | $13.90 | $81,983.29 |
DisclosureSEC source: 0001104659-25-064846 · tm2519640-1_4seq1.xml · nonDerivative · entry 6 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 481,817 F2 · kind: This Form 4 reports the following sales: on June 27, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 85,191 shares at $14.0327; (b) Stilwell Activist Fund, L.P. ("SAF") sold 11,224 shares at $14.0327; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 31,828 shares at $14.0327; and on June 30, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 8,319 shares at $13.90497; (b) Stilwell Activist Fund, L.P. ("SAF") sold 5,896 shares at $13.90497; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 18,763 shares at $13.90497. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:52 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 8,319 | $13.90 | $115,674.86 |
DisclosureSEC source: 0001104659-25-064846 · tm2519640-1_4seq1.xml · nonDerivative · entry 5 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,693,310 F2 · kind: This Form 4 reports the following sales: on June 27, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 85,191 shares at $14.0327; (b) Stilwell Activist Fund, L.P. ("SAF") sold 11,224 shares at $14.0327; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 31,828 shares at $14.0327; and on June 30, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 8,319 shares at $13.90497; (b) Stilwell Activist Fund, L.P. ("SAF") sold 5,896 shares at $13.90497; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 18,763 shares at $13.90497. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 23:18 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | OtherSeries D Cumulative Convertible Preferred Stock · Derivative | 452 | Not disclosed Strike: $17,095,680.00 | Not disclosed |
DisclosureSEC source: 0001213900-25-061149 · ownership.xml · derivative · entry 12 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,361 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F7 · shares: As disclosed in the Issuer's Form 8-K filed with the Securities and Exchange Commission on May 22, 2025, the Issuer determined that interest on the Notes payable on June 30, 2025, would be paid in the form of Series D Preferred Stock. On June 30, 2025, the Issuer issued shares of Series D Preferred Stock to the Reporting Person as payment of interest with respect to the Notes, in accordance with the terms thereof and of the Indenture among the Issuer and Wilmington Savings Fund Society, FSB, as Trustee, governing the terms of the Notes (the "Indenture"). F9 · price: In accordance with the terms of the Indenture, the number of shares of Series D Preferred Stock paid as interest on the Notes on June 30, 2025 was determined based on a per share value of $18.58379, calculated as the product of (x) the average of the per share volume-weighted average prices for Series D Preferred Stock for the 15 consecutive trading days ending on the third business day immediately preceding the interest payment date, and (y) 0.55. F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F4 · ownership.nature: These securities are owned directly by Stilwell Associates, L.P. ("SA") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SA. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 23:18 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | OtherSeries D Cumulative Convertible Preferred Stock · Derivative | 7,769 | Not disclosed Strike: $17,095,680.00 | Not disclosed |
DisclosureSEC source: 0001213900-25-061149 · ownership.xml · derivative · entry 11 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 20,452 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F7 · shares: As disclosed in the Issuer's Form 8-K filed with the Securities and Exchange Commission on May 22, 2025, the Issuer determined that interest on the Notes payable on June 30, 2025, would be paid in the form of Series D Preferred Stock. On June 30, 2025, the Issuer issued shares of Series D Preferred Stock to the Reporting Person as payment of interest with respect to the Notes, in accordance with the terms thereof and of the Indenture among the Issuer and Wilmington Savings Fund Society, FSB, as Trustee, governing the terms of the Notes (the "Indenture"). F9 · price: In accordance with the terms of the Indenture, the number of shares of Series D Preferred Stock paid as interest on the Notes on June 30, 2025 was determined based on a per share value of $18.58379, calculated as the product of (x) the average of the per share volume-weighted average prices for Series D Preferred Stock for the 15 consecutive trading days ending on the third business day immediately preceding the interest payment date, and (y) 0.55. F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F3 · ownership.nature: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 23:18 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | OtherSeries D Cumulative Convertible Preferred Stock · Derivative | 4,943 | Not disclosed Strike: $17,095,680.00 | Not disclosed |
DisclosureSEC source: 0001213900-25-061149 · ownership.xml · derivative · entry 10 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 14,887 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F7 · shares: As disclosed in the Issuer's Form 8-K filed with the Securities and Exchange Commission on May 22, 2025, the Issuer determined that interest on the Notes payable on June 30, 2025, would be paid in the form of Series D Preferred Stock. On June 30, 2025, the Issuer issued shares of Series D Preferred Stock to the Reporting Person as payment of interest with respect to the Notes, in accordance with the terms thereof and of the Indenture among the Issuer and Wilmington Savings Fund Society, FSB, as Trustee, governing the terms of the Notes (the "Indenture"). F9 · price: In accordance with the terms of the Indenture, the number of shares of Series D Preferred Stock paid as interest on the Notes on June 30, 2025 was determined based on a per share value of $18.58379, calculated as the product of (x) the average of the per share volume-weighted average prices for Series D Preferred Stock for the 15 consecutive trading days ending on the third business day immediately preceding the interest payment date, and (y) 0.55. F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F2 · ownership.nature: These securities are owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 23:18 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | OtherSeries D Cumulative Convertible Preferred Stock · Derivative | 34,467 | Not disclosed Strike: $17,095,680.00 | Not disclosed |
DisclosureSEC source: 0001213900-25-061149 · ownership.xml · derivative · entry 9 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 103,773 Underlying: Common Stock · 0 shares Expires not disclosed F8 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F7 · shares: As disclosed in the Issuer's Form 8-K filed with the Securities and Exchange Commission on May 22, 2025, the Issuer determined that interest on the Notes payable on June 30, 2025, would be paid in the form of Series D Preferred Stock. On June 30, 2025, the Issuer issued shares of Series D Preferred Stock to the Reporting Person as payment of interest with respect to the Notes, in accordance with the terms thereof and of the Indenture among the Issuer and Wilmington Savings Fund Society, FSB, as Trustee, governing the terms of the Notes (the "Indenture"). F9 · price: In accordance with the terms of the Indenture, the number of shares of Series D Preferred Stock paid as interest on the Notes on June 30, 2025 was determined based on a per share value of $18.58379, calculated as the product of (x) the average of the per share volume-weighted average prices for Series D Preferred Stock for the 15 consecutive trading days ending on the third business day immediately preceding the interest payment date, and (y) 0.55. F8 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F8 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F1 · ownership.nature: These securities are owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 21:52 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 31,828 | $14.03 | $446,632.78 |
DisclosureSEC source: 0001104659-25-064846 · tm2519640-1_4seq1.xml · nonDerivative · entry 4 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 681,038 F2 · kind: This Form 4 reports the following sales: on June 27, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 85,191 shares at $14.0327; (b) Stilwell Activist Fund, L.P. ("SAF") sold 11,224 shares at $14.0327; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 31,828 shares at $14.0327; and on June 30, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 8,319 shares at $13.90497; (b) Stilwell Activist Fund, L.P. ("SAF") sold 5,896 shares at $13.90497; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 18,763 shares at $13.90497. F5 · ownership.nature: These are shares owned directly by SVP VII and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 21:52 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 11,224 | $14.03 | $157,503.02 |
DisclosureSEC source: 0001104659-25-064846 · tm2519640-1_4seq1.xml · nonDerivative · entry 3 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 487,713 F2 · kind: This Form 4 reports the following sales: on June 27, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 85,191 shares at $14.0327; (b) Stilwell Activist Fund, L.P. ("SAF") sold 11,224 shares at $14.0327; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 31,828 shares at $14.0327; and on June 30, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 8,319 shares at $13.90497; (b) Stilwell Activist Fund, L.P. ("SAF") sold 5,896 shares at $13.90497; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 18,763 shares at $13.90497. F4 · ownership.nature: These are shares owned directly by SAF and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 21:52 UTC | KINGSWAY Corp KFS · Entity 5976 | SaleCommon Stock | 85,191 | $14.03 | $1,195,459.75 |
DisclosureSEC source: 0001104659-25-064846 · tm2519640-1_4seq1.xml · nonDerivative · entry 2 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,701,629 F2 · kind: This Form 4 reports the following sales: on June 27, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 85,191 shares at $14.0327; (b) Stilwell Activist Fund, L.P. ("SAF") sold 11,224 shares at $14.0327; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 31,828 shares at $14.0327; and on June 30, 2025 (a) Stilwell Activist Investments, L.P. ("SAI") sold 8,319 shares at $13.90497; (b) Stilwell Activist Fund, L.P. ("SAF") sold 5,896 shares at $13.90497; and (c) Stilwell Value Partners VII, L.P. ("SVP VII") sold 18,763 shares at $13.90497. F3 · ownership.nature: These are shares owned directly by SAI and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Stilwell Value LLC ("Value"), which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 23:00 UTC | Wheeler Real Estate Investment Trust, Inc. WHLR · Entity 8666 | SaleSeries D Cumulative Convertible Preferred Stock · Derivative | 2,414 | $33.23 Strike: $17,095,680.00 | $80,208.53 |
DisclosureSEC source: 0001213900-25-054414 · ownership.xml · derivative · entry 11 STILWELL JOSEPH · CIK 0001113303 · Director · 10% owner Stilwell Value LLC · CIK 0001397076 · 10% owner Stilwell Activist Investments, L.P. · CIK 0001573720 · 10% owner Stilwell Activist Fund, L.P. · CIK 0001564452 · 10% owner Stilwell Value Partners VII, L.P. · CIK 0001555931 · 10% owner STILWELL ASSOCIATES L P · CIK 0000913960 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 12,683 Underlying: Common Stock · 0 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F10 · shares: This Form 4 reports the following sales of Series D Preferred Stock on June 12, 2025: (i) SAI sold 13,193 shares at $33.2264 per share, (ii) SAF sold 1,893 shares at $33.2264 per share, and (iii) SVP VII sold 2,414 shares at $33.2264 per share. F9 · derivative.exercise_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F9 · derivative.expiration_date: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F9 · derivative.underlying_shares: Each share of Series D Preferred Stock is convertible, in whole or in part, at any time, at the option of the holders thereof, into 0.000001 shares of the Issuer's common stock (a conversion price of $17,095,680 per share of common stock). Series D Preferred Stock has no expiration date. F3 · ownership.nature: These securities are owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein. 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.