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Magnolia Capital Fund, LP's Form 4 filing

Wheeler Real Estate Investment Trust, Inc. (WHLR) · filed Aug 2, 2024

Accession no.
0001398344-24-013652
Filed
Aug 2, 2024, 5:28 PM ET
Trade date
Jul 31-Aug 1, 2024
Filing delay
2 days
Rule 10b5-1 plan
Not checked

This filing lists 2 non-derivative transactions. Open-market sales total $127.0K. 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
Magnolia Capital Fund, LPCIK 000161833310% Owner
Magnolia Group, LLCCIK 000161837610% Owner
Peterson Adam KCIK 000166776910% 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
Jul 31, 2024Series D Cumulative Convertible Preferred StockSSaleDisposed−3,000$19.70−$59,100324,662Direct
Aug 1, 2024Series D Cumulative Convertible Preferred StockSSaleDisposed−3,500$19.40−$67,900321,162Direct

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.

No transaction price on this filing refers to a footnote.

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