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Stilwell Joseph's Form 4 filing

Wheeler Real Estate Investment Trust, Inc. (WHLR) · filed Sep 25, 2026

Accession no.
0001213900-26-103642
Filed
Sep 25, 2026, 6:48 PM ET
Trade date
Sep 23, 2026
Filing delay
2 days
Rule 10b5-1 plan
Not checked

This filing lists 5 non-derivative transactions and 9 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
Stilwell JosephCIK 0001113303Director, 10% Owner
Stilwell Associates, L.P.CIK 000091396010% Owner
Stilwell Value LLCCIK 000139707610% Owner
Stilwell Value Partners VII, L.P.CIK 000155593110% Owner
Stilwell Activist Fund, L.P.CIK 000156445210% Owner
Stilwell Activist Investments, L.P.CIK 000157372010% Owner

Non-derivative securities (Table I)

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

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Sep 23, 2026Common StockAGrant or awardAcquired+184,655––184,661Indirect
Sep 23, 2026Common StockAGrant or awardAcquired+257,902––442,563Indirect
Sep 23, 2026Common StockAGrant or awardAcquired+25,516––25,516Indirect
Sep 23, 2026Common StockAGrant or awardAcquired+35,768––61,284Indirect
Sep 23, 2026Common StockAGrant or awardAcquired+62,829––62,829Indirect

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 23, 2026Common StockDReturned to the companyDisposed0––134,678Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––128,103Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––19,542Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––18,587Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––0Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––522,788Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––496,185Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––69,113Indirect
Sep 23, 2026Common StockDReturned to the companyDisposed0––65,596Indirect

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

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