Jon S Wheeler - Net Worth and Insider Trading
Jon S Wheeler Net Worth
The estimated net worth of Jon S Wheeler is at least $271 dollars as of 2024-11-08. Jon S Wheeler is the CEO & Chairman of Wheeler Real Estate Investment Trust Inc and owns about 36 shares of Wheeler Real Estate Investment Trust Inc (WHLR) stock worth over $271. Details can be seen in Jon S Wheeler's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jon S Wheeler has not made any transactions after 2017-08-25 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jon S Wheeler
Jon S Wheeler Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jon S Wheeler owns 2 companies in total, including Wheeler Real Estate Investment Trust Inc (WHLR) , and Wheeler Real Estate Investment Trust Inc (WHLRD.PFD) .
Click here to see the complete history of Jon S Wheeler’s form 4 insider trades.
Insider Ownership Summary of Jon S Wheeler
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WHLR | Wheeler Real Estate Investment Trust Inc | 2017-08-25 | director & Chairman and President |
| WHLRD.PFD | Wheeler Real Estate Investment Trust Inc | 2012-11-16 | director & Chairman and President |
Jon S Wheeler Latest Holdings Summary
Jon S Wheeler currently owns a total of 1 stock. Jon S Wheeler owns 36 shares of Wheeler Real Estate Investment Trust Inc (WHLR) as of August 25, 2017, with a value of $271.
Latest Holdings of Jon S Wheeler
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WHLR | Wheeler Real Estate Investment Trust Inc | 2017-08-25 | 36 | 7.54 | 271 |
Holding Weightings of Jon S Wheeler
Jon S Wheeler Form 4 Trading Tracker
According to the SEC Form 4 filings, Jon S Wheeler has made a total of 0 transactions in Wheeler Real Estate Investment Trust Inc (WHLR) over the past 5 years. The most-recent trade in Wheeler Real Estate Investment Trust Inc is the acquisition of 1 shares on August 25, 2017, which cost Jon S Wheeler around $40,160.
Insider Trading History of Jon S Wheeler
- 1
Jon S Wheeler Trading Performance
GuruFocus tracks the stock performance after each of Jon S Wheeler's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jon S Wheeler is -0.6%. GuruFocus also compares Jon S Wheeler's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jon S Wheeler within 3 months outperforms 5 times out of 15 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jon S Wheeler's insider trading performs compared to the benchmark.
Performance of Jon S Wheeler
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.41 | | | | | |
| Relative Return to S&P 500(%) | -1.32 | | | | | |
Jon S Wheeler Ownership Network
Ownership Network List of Jon S Wheeler
Ownership Network Relation of Jon S Wheeler
Jon S Wheeler Owned Company Details
What does Wheeler Real Estate Investment Trust Inc do?
Who are the key executives at Wheeler Real Estate Investment Trust Inc?
Jon S Wheeler is the director & Chairman and President of Wheeler Real Estate Investment Trust Inc. Other key executives at Wheeler Real Estate Investment Trust Inc include director & 10 percent owner Joseph Stilwell , 10 percent owner Steamboat Capital Partners, Llc , and 10 percent owner Corbin Capital Partners, L.p. .
Wheeler Real Estate Investment Trust Inc (WHLR) Insider Trades Summary
Over the past 18 months, Jon S Wheeler made no insider transaction in Wheeler Real Estate Investment Trust Inc (WHLR). Other recent insider transactions involving Wheeler Real Estate Investment Trust Inc (WHLR) include a net sale of 278,411 shares made by Steamboat Capital Partners, Llc , a net purchase of 519,238 shares made by Joseph Stilwell , and a net sale of 254,961 shares made by Corbin Capital Partners, L.p. .
In summary, during the past 3 months, insiders sold 0 shares of Wheeler Real Estate Investment Trust Inc (WHLR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,482 shares of Wheeler Real Estate Investment Trust Inc (WHLR) were sold and 1,442 shares were bought by its insiders, resulting in a net sale of 40 shares.
Wheeler Real Estate Investment Trust Inc (WHLR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Wheeler Real Estate Investment Trust Inc Insider Transactions
Jon S Wheeler Mailing Address
Above is the net worth, insider trading, and ownership report for Jon S Wheeler. You might contact Jon S Wheeler via mailing address: 2529 Virginia Beach Boulevard, Suite 200, Virginia Beach Va 23452.
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