Insider holders · CIK 0001527541
Wheeler Real Estate Investment Trust, Inc. · WHLR
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Sean F ArmstrongDirector | 39,104 | 2,000,000 | 2,039,104 | Feb 27, 2019 · 5:47 pm EST | Form 4 |
| Wm. Gregory Geiger10% Owner | — | 2,000,000 | 2,000,000 | Jun 15, 2015 · 4:39 pm EDT | Form 3 |
| Marc Porosoff10% Owner | — | 2,000,000 | 2,000,000 | Jun 15, 2015 · 4:39 pm EDT | Form 3 |
| Jordan S. Socaransky10% Owner | — | 2,000,000 | 2,000,000 | Jun 15, 2015 · 4:39 pm EDT | Form 3 |
| Westport Capital Partners LLC10% Owner | — | 2,000,000 | 2,000,000 | Jun 15, 2015 · 4:39 pm EDT | Form 3 |
| WCP Real Estate Fund IV, L.P.10% Owner | — | 2,000,000 | 2,000,000 | Jun 15, 2015 · 4:39 pm EDT | Form 3 |
| WCP Real Estate Fund IV (ERISA), L.P.10% Owner | — | 2,000,000 | 2,000,000 | Jun 15, 2015 · 4:39 pm EDT | Form 3 |
| Russel S Bernard10% Owner | — | 2,000,000 | 2,000,000 | Jun 15, 2015 · 4:39 pm EDT | Form 3 |
| Andrew R JonesDirector | 36,108 | 445,084 | 481,192 | Feb 27, 2019 · 9:08 am EST | Form 4 |
| Jon S WheelerCEO & Chairman | 110,997 | 942 | 111,939 | Aug 28, 2017 · 6:51 pm EDT | Form 4 |
| Jeffrey M. ZwerdlingDirector | 96,593 | 750 | 97,343 | Mar 1, 2019 · 2:22 pm EST | Form 4 |
| Wilkes Jackson GrahamChief Financial Officer | 51,492 | 18,108 | 69,600 | Mar 29, 2017 · 4:44 pm EDT | Form 4 |
| John SweetDirector | 60,611 | — | 60,611 | Feb 27, 2019 · 10:26 am EST | Form 4 |
| Carl B. McGowan Jr.Director | 58,673 | — | 58,673 | Feb 27, 2019 · 11:03 am EST | Form 4 |
| Stewart J BrownDirector | 57,807 | — | 57,807 | Feb 27, 2019 · 11:15 am EST | Form 4 |
| Robin A HanischCorporate Secretary | 39,232 | — | 39,232 | Mar 1, 2017 · 8:56 pm EST | Form 4 |
| John P McAuliffeDirector | 38,349 | — | 38,349 | Feb 27, 2019 · 10:20 am EST | Form 4 |
| Michael Andrew FranklinSenior VP - Operations | 34,362 | — | 34,362 | Mar 1, 2017 · 8:27 pm EST | Form 4 |
| David KellyPresident & CEO | 30,219 | — | 30,219 | Feb 12, 2019 · 3:25 pm EST | Form 5 |
| Matthew Thomas ReddyChief Accounting Officer | 29,521 | — | 29,521 | Mar 2, 2017 · 11:29 am EST | Form 4 |
| Ann L McKinneyDirector | 26,840 | — | 26,840 | Dec 7, 2015 · 5:01 pm EST | Form 4 |
| Steven M BeloteChief Financial Officer | 21,181 | — | 21,181 | Dec 7, 2015 · 5:32 pm EST | Form 4 |
| Kurt R HarringtonDirector | 14,824 | — | 14,824 | Feb 6, 2018 · 4:45 pm EST | Form 4 |
| William Walter KingDirector | 14,130 | 125 | 14,255 | Feb 6, 2018 · 4:07 pm EST | Form 4 |
| Christopher James EttelDirector | 12,171 | 232 | 12,403 | Aug 17, 2015 · 3:58 pm EDT | Form 4 |
| Jeffrey B. ParkerDirector | 10,876 | — | 10,876 | May 2, 2016 · 4:33 pm EDT | Form 4 |
| Warren D HarrisDirector | 9,415 | — | 9,415 | Aug 17, 2015 · 3:48 pm EDT | Form 4 |
| George H. FoxSenior V.P. Bus. Development | 6,752 | — | 6,752 | Jun 25, 2015 · 1:39 pm EDT | Form 3 |
| Victoria V. PaulSenior V.P. Operations | 3,364 | — | 3,364 | Jun 25, 2015 · 1:55 pm EDT | Form 3 |
| HRT FINANCIAL LP10% Owner | 1,315 | — | 1,315 | Sep 11, 2026 · 2:19 pm EDT | Form 4 |
| Stilwell Activist Investments, L.P.10% Owner | — | 1 | 1 | Sep 25, 2026 · 6:48 pm EDT | Form 4 |
| Stilwell Activist Fund, L.P.10% Owner | — | 1 | 1 | Sep 25, 2026 · 6:48 pm EDT | Form 4 |
| Stilwell Value Partners VII, L.P.10% Owner | — | 1 | 1 | Sep 25, 2026 · 6:48 pm EDT | Form 4 |
| Stilwell Value LLC10% Owner | — | 1 | 1 | Sep 25, 2026 · 6:48 pm EDT | Form 4 |
| Joseph StilwellDirector | — | 1 | 1 | Sep 25, 2026 · 6:48 pm EDT | Form 4 |
| Stilwell Associates, L.P.10% Owner | — | 1 | 1 | Sep 25, 2026 · 6:48 pm EDT | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.