Filing Details
- Accession Number:
- 0001398344-24-013652
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-08-02 17:28:36
- Reporting Period:
- 2024-07-31
- Accepted Time:
- 2024-08-02 17:28:36
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1527541 | Wheeler Real Estate Investment Trust Inc. | WHLRD | Real Estate Investment Trusts (6798) | 452681082 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1618333 | Magnolia Capital Fund, Lp | 1601 Dodge Street, Suite 3300 Omaha NE 68102 | No | No | Yes | No | |
1618376 | Magnolia Group, Llc | 1601 Dodge Street Suite 3300 Omaha NE 68102 | No | No | Yes | No | |
1667769 | K Adam Peterson | 1601 Dodge Street, Suite 3300 Omaha NE 68102 | No | No | Yes | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Series D Cumulative Convertible Preferred Stock | Disposition | 2024-07-31 | 3,000 | $19.70 | 324,662 | No | 4 | S | Direct | |
Series D Cumulative Convertible Preferred Stock | Disposition | 2024-08-01 | 3,500 | $19.40 | 321,162 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Direct | |
No | 4 | S | Direct |
Footnotes
- All of the reported shares are directly owned by Magnolia Capital Fund, LP, of which The Magnolia Group, LLC ("TMG") is the general partner and investment manager. Adam K. Peterson("Mr. Peterson") is the managing member of TMG. TMG and Mr. Peterson could both be deemed to share indirect beneficial ownership of 321,162 shares of Series D Preferred Stock of Wheeler Real Estate Investment Trust, Inc.
- TMG and Mr. Peterson disclaim beneficial ownership except to the extent of their respective pecuniary interests therein, and this report shall not be deemed an admission of beneficial ownership of these securities for Section 16 or for any other purposes.