Form 4 for WHLR Wheeler Real Estate Investment Trust, Inc.
Accepted 2024-08-02 00:00:00 ET · period of report 2024-07-31 · accession 0001398344-24-013652 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2024-08-02 | 2024-07-31+ | WHLR | Peterson Adam K | 10% | S - Sale | $19.54 | -6,500 | 321.2K | -2% | -$127.0K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Series D Cumulative Convertible Preferred Stock | 2024-07-31 | S | D | 3,000 | $19.70 | 324,662 | D | — | — | (F1) 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. (F2) 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. |
| 2 | Common | Series D Cumulative Convertible Preferred Stock | 2024-08-01 | S | D | 3,500 | $19.40 | 321,162 | D | — | — | (F1) 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. (F2) 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. |