Form 4 filed by STILWELL JOSEPH
STILWELL JOSEPH filed this Form 4 on Wheeler Real Estate Investment Trust, Inc. with 10 transaction rows and 5 holding rows, accepted by EDGAR 2026-10-02 21:07:04 UTC.
- Accession
- 0001213900-26-106486
- Filer
- CIK 1113303
- Filed
- 2026-10-02
- Accepted by EDGAR
- Ingested
- Source
- EDGAR daily index
Issuer and reporting owners
Issuer: Wheeler Real Estate Investment Trust, Inc. (CIK 1527541)
- Stilwell Joseph director, 10% owner
- Stilwell Value LLC 10% owner
- Stilwell Activist Investments, L.P. 10% owner
- Stilwell Activist Fund, L.P. 10% owner
- Stilwell Value Partners VII, L.P. 10% owner
- Stilwell Associates, L.P. 10% owner
Rows
| Security | Date | Code | Shares | Price | Owned after | Ownership |
|---|---|---|---|---|---|---|
| Common Stock | 2026-09-30 | A granted | +142,015 | 584,578 | I See footnote | |
| Common Stock | 2026-09-30 | S sold | -5 | $3.03 | 584,573 | I See footnote |
| Common Stock | 2026-09-30 | A granted | +19,685 | 80,969 | I See footnote | |
| Common Stock holding | 1 | I See footnote | ||||
| Common Stock holding | 62,829 | I See footnote | ||||
| 7.00% Subordinated Convertible Notes due 2031 derivative | 2026-09-30 | P bought | + | $1,287,410 | I See footnote | |
| 7.00% Subordinated Convertible Notes due 2031 derivative | 2026-09-30 | S sold | - | $2,725,865 | I See footnote | |
| 7.00% Subordinated Convertible Notes due 2031 derivative | 2026-09-30 | P bought | + | $246,925 | I See footnote | |
| Series D Cumulative Convertible Preferred Stock derivative | 2026-09-30 | D returned to the issuer | -6,801 | 121,302 | I See footnote | |
| Series D Cumulative Convertible Preferred Stock derivative | 2026-09-30 | D returned to the issuer | -899 | 17,688 | I See footnote | |
| Series B Preferred Stock derivative | 2026-09-30 | D returned to the issuer | -26,897 | 469,288 | I See footnote | |
| Series B Preferred Stock derivative | 2026-09-30 | D returned to the issuer | -3,903 | 61,693 | I See footnote | |
| 7.00% Subordinated Convertible Notes due 2031 derivativeholding | I See footnote | |||||
| Series D Cumulative Convertible Preferred Stock derivativeholding | 21,148 | I See footnote | ||||
| Series B Preferred Stock derivativeholding | 90,565 | I See footnote |