Filing Details
- Accession Number:
- 0001557239-15-000002
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2015-06-17 11:00:54
- Reporting Period:
- 2015-06-16
- Filing Date:
- 2015-06-17
- Accepted Time:
- 2015-06-17 11:00:54
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1527541 | Wheeler Real Estate Investment Trust Inc. | WHLR | Real Estate Investment Trusts (6798) | 452681082 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1557239 | S Jon Wheeler | 2529 Virginia Beach Boulevard Suite 200 Virginia Beach VA 23452 | Ceo & Chairman | Yes | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Acquisiton | 2015-06-16 | 3,000 | $2.04 | 677,619 | No | 4 | P | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | P | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 17,980 | Indirect | Owned by spouse |
| Common Stock | 12,047 | Indirect | Held in Profit Sharing Plan |
| Common Stock | 2,572 | Indirect | Controlled through interests in other entities |
| Common Stock | 1,600 | Indirect | Held by dependent child |
Reported Derivative Holdings
| Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|---|---|---|---|
| Common Stock | Common Units | $0.00 | 65,823 | 65,823 | Direct | ||
| Common Stock | Common Units | $0.00 | 1,519,035 | 1,519,035 | Direct | ||
| Common Stock | Common Units | $0.00 | 288,009 | 288,009 | Indirect | ||
| Common Stock | Common Units | $0.00 | 16,576 | 16,576 | Indirect | ||
| Common Stock | Common Units | $0.00 | 3,123 | 3,123 | Indirect | ||
| Common Stock | Common Units | $0.00 | 31,234 | 31,234 | Indirect |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 65,823 | 65,823 | Direct | |
| 1,519,035 | 1,519,035 | Direct | |
| 288,009 | 288,009 | Indirect | |
| 16,576 | 16,576 | Indirect | |
| 3,123 | 3,123 | Indirect | |
| 31,234 | 31,234 | Indirect |
Footnotes
- Pursuant to the Partnership Agreement of Wheeler REIT, L.P. (the "Partnership"), holders of the Partnership may, after a one year holding period, elect to exchange their common units for common stock of the Company on a one-for-one basis. Upon a redemption request, the Company has the option to purchase the common units directly, either in cash or common stock of the Company.
- These common units have been held for at least one year and therefore may be exchanged in accordance with the Partnership Agreement.
- These derivative securities do not have an expiration date.
- These common units have been held for less than one year and therefore may not be currently exchanged.
Billionaire Hedge Funds
