Home > Insider Trading > Filing (0001398344-24-017209)

Filing Details

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	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
Series D Cumulative Convertible Preferred Stock	Disposition	2024-08-29	3,600	$19.14	310,189	No	4	S	Direct
Series D Cumulative Convertible Preferred Stock	Disposition	2024-08-30	13,500	$19.16	296,689	No	4	S	Direct
Series D Cumulative Convertible Preferred Stock	Disposition	2024-09-03	2,900	$19.05	293,789	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership
No	4	S	Direct
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 293,789 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.
This transaction was executed in multiple trades at prices ranging from $19.12 to $19.22. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
This transaction was executed in multiple trades at prices ranging from $19.05 to $19.25. The price reported above reflects the weighted-average sale price per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.