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Steamboat Capital Partners, LLC's Form 4 filing

Wheeler Real Estate Investment Trust, Inc. (WHLR) · filed Sep 15, 2023

Accession no.
0001213900-23-076924
Filed
Sep 15, 2023, 1:22 PM ET
Trade date
Sep 13, 2023
Filing delay
2 days
Rule 10b5-1 plan
Not checked

This filing lists 4 derivative transactions. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Steamboat Capital Partners, LLCCIK 000163566310% Owner
Kiai ParsaCIK 000176685010% Owner

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

This filing has no transactions of this kind.

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Sep 13, 2023Common Stock, $0.01 par valueSSaleDisposed−434.2404$11.23F5−$33,072.09286,873Indirect
Sep 13, 2023Common Stock, $0.01 par valueSSaleDisposed−5.7486$11.23F5−$437.823,768Indirect
Sep 13, 2023Common Stock, $0.01 par valueSSaleDisposed−176.4375$1.57F6−$4,441.14115,987Indirect
Sep 13, 2023Common Stock, $0.01 par valueSSaleDisposed−2.4375$1.57F6−$61.351,607Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F5

This is an average price. Actual prices received for the shares sold on 9/13/23 and reported on this line range from $11.00 to $11.50. The reporting persons hereby undertake 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.

Referenced by the price of 2 transactions in Table II.

F6

This is an average price. Actual prices received for the shares sold on 9/13/23 and reported on this line range from $1.565 to $1.58. The reporting persons hereby undertake 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.

Referenced by the price of 2 transactions in Table II.

Read the full filing on SEC EDGAR (opens in a new tab)