Wheeler Real Estate Investment Trust, Inc. insider trading
Every open-market purchase and sale by Wheeler Real Estate Investment Trust, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Wheeler Real Estate Investment Trust, Inc.’s insiders pay?
From August 26, 2013 to July 9, 2026, 34 insiders reported 67 open-market purchases and 28 sales not made under a pre-set plan in Wheeler Real Estate Investment Trust, Inc. Twelve months after each purchase was reported, the shares were −81.5% against the S&P 500 on average (median −69.2%), over 9 purchases with a full year of prices; 0% beat the index. After sales, the shares moved −119.4% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 25, 2014 into $1 by November 2, 2026, −51.8% a year. It held shares 28% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $17,383 (+4.7% a year), and held throughout $46,328 (+13.4%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Wheeler Jon S | CEO & Chairman | 13 | −63.4% (4) | 0% | 0 | — | August 28, 2017 |
| Jones Andrew R | Director | 0 | — | — | 7 | — | April 1, 2021 |
| Khoshaba Daniel | Chief Executive Officer | 7 | — | — | 0 | — | May 18, 2021 |
| Kiai Parsa | 10% owner | 5 | — | — | 1 | — | September 11, 2023 |
| Zwerdling Jeffrey M. | Director | 6 | −67.5% (1) | 0% | 0 | — | May 19, 2017 |
| Campbell Kerry G. | Director | 2 | — | — | 2 | — | September 7, 2022 |
| Hrt Financial LP | 10% owner | 3 | — | — | 1 | — | July 9, 2026 |
| Kelly David | President & CEO | 4 | −69.2% (1) | 0% | 0 | — | November 14, 2018 |
| Stilwell Value LLC | Director | 4 | — | — | 0 | — | September 22, 2020 |
| Magnolia Capital Fund, LP | 10% owner | 0 | — | — | 3 | −121.3% (1) | September 9, 2024 |
| Mcauliffe John P | Director | 1 | — | — | 2 | — | September 20, 2019 |
| Snyderman David J. | 10% owner | 0 | — | — | 3 | — | April 14, 2026 |
| Stilwell Activist Fund, L.P. | Director | 3 | — | — | 0 | — | September 18, 2020 |
| Douglas Russell Palmer | 10% owner | 2 | — | — | 0 | — | December 23, 2024 |
| Graham Wilkes Jackson | Chief Financial Officer | 1 | — | — | 1 | — | March 29, 2017 |
| Investment Opportunities 14 Segregated Portfolio | 10% owner | 2 | −114.5% (2) | 0% | 0 | — | December 4, 2024 |
| Magnolia Group, LLC | 10% owner | 0 | — | — | 2 | −117.7% (1) | September 19, 2024 |
| Peterson Adam K | 10% owner | 0 | — | — | 2 | −119.1% (1) | September 13, 2024 |
| Poskon Paula | Director | 2 | — | — | 0 | — | May 18, 2020 |
| Stilwell Value Partners VII, L.P. | Director | 2 | — | — | 0 | — | September 8, 2020 |
| Belote Steven M | Chief Financial Officer | 1 | — | — | 0 | — | August 26, 2013 |
| Brown Stewart J | Director | 1 | — | — | 0 | — | March 27, 2018 |
| Ceof Holdings LP | Other | 0 | — | — | 1 | — | October 11, 2023 |
| Hahn Andrew | 10% owner | 1 | — | — | 0 | — | January 2, 2025 |
| Hanisch Robin A | Secretary | 0 | — | — | 1 | — | December 13, 2013 |
| Harrington Kurt R | Director | 1 | — | — | 0 | — | December 8, 2015 |
| Madhu Sanjay | Director | 1 | — | — | 0 | — | August 26, 2013 |
| Mckinney Ann L | Director | 1 | — | — | 0 | — | June 16, 2015 |
| Steamboat Capital Partners, LLC | 10% owner | 0 | — | — | 1 | — | November 9, 2023 |
| Stilwell Activist Investments, L.P. | Director | 1 | — | — | 0 | — | August 19, 2020 |
| Stilwell Associates, L.P. | Director | 1 | — | — | 0 | — | December 22, 2023 |
| Supernova Management LLC | 10% owner | 0 | — | — | 1 | — | March 31, 2026 |
| Sweet John | Director | 1 | — | — | 0 | — | December 20, 2016 |
| Ursa Fund Management, LLC | 10% owner | 1 | −114.6% (1) | 0% | 0 | — | November 25, 2024 |
← Back to Wheeler Real Estate Investment Trust, Inc. · Funds · Politicians