惠勒房地產投資信託公司 - 優先股
US ˙ NasdaqCM ˙ US9630253097

簡介

本頁面提供了有關 Jon S Wheeler 已知的內部交易歷史的全面分析。內部人士包括公司的高管、董事或重要投資者。一般而言，基於內幕、非公開信息進行交易是非法的。這並不意味著他們在自己的公司進行任何交易都是非法的。但是，他們必須透過Form 4向美國證券交易委員會（SEC）報告所有交易。盡管存在這些限制，學術研究表明，內部人士 - 整體而言 - 在自己公司中的投資表現往往優於市場。

平均交易盈利能力

「平均交易盈利能力」衡量了內部人士在過去三年中所有非計劃性的公開市場購買交易的平均回報率。計算過程包括檢查每筆交易，排除了作為10b5-1交易計劃的一部分的交易。然後，對每筆交易在3、6和12個月的表現進行平均，以生成該筆交易最終的表現指標。最終，將所有交易的表現指標進行平均，計算出內部人士的總體平均表現指標。列表僅包含在過去兩年中進行過至少三筆交易的內部人士。

如果內部人士的交易盈利能力顯示為"N/A"，則可能是因為該內部人士在過去三年內沒有進行任何公開市場購買交易，或者他們進行的交易距離現在太近，無法計算出可靠的表現指標。

更新頻率：每日

查看收益最高的的內幕交易者列表。

查看排名最高的內部人士。
報告內部持倉的公司

SEC文件顯示Jon S Wheeler已報告在以下公司擁有持倉或進行了交易：

證券 職位 最新報告的持倉
US:WHLRP / Wheeler Real Estate Investment Trust, Inc. - Preferred Stock CEO & Chairman, Director 110,997
如何解讀這些圖表

以下圖表顯示了在Jon S Wheeler進行的每筆公開市場非計劃交易後證券的股價表現。非計劃交易是指沒有作為10b5-1交易計劃的一部分而進行的交易。股價表現以累積百分比變化的方式繪製。例如，如果一筆內部人士交易是在2019年1月1日進行的，該圖表將顯示該證券的每日百分比變化直至當前日期。如果在此期間股價從10美元漲至15美元，則股價的累積百分比變化將為50%。從10美元漲至20美元的價格變化將為100%，而從10美元跌至5美元的價格變化將為-50%。

最終，我們將評估內部人士的交易與股價的超額回報（正向或負向）之間的相關性，以判斷內部人士是否在交易中利用內部信息獲利。如果內部人士有這樣的行為，我們預期看到（a）購買後的正回報，或者（b）賣出後的負回報。對於情況（a），購買圖表將顯示一系列向上傾斜的曲線，表示每次購買後都有正回報。對於情況（b），賣出圖表將顯示一系列向下傾斜的曲線，表示每次賣出後都有負回報。

然而，僅憑這一點還不足以得出結論。例如，如果公司的股價在多年內呈現非周期性上升，我們會預期所有購買後的圖表都呈現向上傾斜。同樣地，多年來呈現非周期性下降的股價會導致賣出後的圖表也呈現向下傾斜。這兩種情況的圖表都不能表示內部人士在進行內幕交易。

最有力的指標是在公司股價呈極度循環波動的情況下，「購買」圖表顯示正向信號，而「賣出」圖表顯示負向趨勢。這種情況強烈暗示內部人士可能根據內幕信息精確地計時進行交易，以獲得財務優勢。

WHLRP / Wheeler Real Estate Investment Trust, Inc. - Preferred Stock內部人士買入 - 短期收益分析

在這一部分，我們分析了在 WHLRP / Wheeler Real Estate Investment Trust, Inc. - Preferred Stock 中進行的每筆非計劃的公開市場內部人士購買的盈利情況。這種分析有助於了解內部人士是否持續產生異常的回報，以及是否值得跟踪。該分析基於每筆交易後一年的情況，結果僅為理論值。

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數		 Reported
價格		 經調整
股數		 經調整
價格		 成本基礎 達到最高利潤的
天數		 達到最高利潤時的
價格		 最高
淨利 ($)		 最高回報率（%）
2017-08-25 whlr Wheeler Jon S 4,000 10.0400 4,000 10.0400 40,160 46 22.4000 49,440 123.11
2017-05-08 whlr Wheeler Jon S 4,300 11.8600 4,300 11.8600 50,998
2017-03-24 whir Wheeler Jon S 47,000 1.7100 47,000 1.7100 80,370
2016-12-20 whlr Wheeler Jon S 22,000 1.6500 22,000 1.6500 36,300
2016-12-19 whlr Wheeler Jon S 8,867 1.5900 8,867 1.5900 14,099
2016-12-08 whlr Wheeler Jon S 6,875 1.5900 6,875 1.5900 10,931
2016-05-19 whlr Wheeler Jon S 37,500 1.5000 37,500 1.5000 56,250
2015-06-22 WHLR Wheeler Jon S 11,300 2.1400 1,814 13.3338 24,182
2015-06-22 WHLR Wheeler Jon S 11,700 2.1400 1,878 13.3338 25,038
2015-06-19 WHLR Wheeler Jon S 11,500 2.2700 1,846 14.1438 26,105
2015-06-17 WHLR Wheeler Jon S 2,000 2.1300 321 13.2715 4,260
2015-06-16 whlr Wheeler Jon S 3,000 2.0370 3,000 2.0370 6,111
2015-06-02 WHLR Wheeler Jon S 12,250 1,966
2014-08-29 WHLR Wheeler Jon S 250 5.1000 40 31.7769 1,275
2014-08-29 WHLR Wheeler Jon S 4,500 5.0600 722 31.5277 22,770
2014-08-21 WHLR Wheeler Jon S 10,000 5.1200 1,605 31.9015 51,200
2014-08-21 WHLR Wheeler Jon S 10,000 5.0800 1,605 31.6523 50,800
2014-07-25 WHLR Wheeler Jon S 2,182 350
2014-07-03 WHLR Wheeler Jon S 4,326 694
2013-12-31 WHLR Wheeler Jon S 235,000 4.1800 37,716 26.0446 982,300
2013-12-17 WHLR Wheeler Jon S 2,355 378
2013-12-17 WHLR Wheeler Jon S 3,464 556
2013-12-13 WHLR Wheeler Jon S 100 4.3200 16 26.9169 432
2013-12-13 WHLR Wheeler Jon S 900 4.3000 144 26.7923 3,870
2013-12-13 WHLR Wheeler Jon S 800 4.3400 128 27.0415 3,472
2013-12-12 WHLR Wheeler Jon S 2,012 4.2500 323 26.4808 8,551
2013-12-12 WHLR Wheeler Jon S 488 4.2400 78 26.4185 2,069
2013-12-12 WHLR Wheeler Jon S 1,500 4.2200 241 26.2938 6,330
2013-12-02 WHLR Wheeler Jon S 345,000 4.2000 55,370 26.1692 1,449,000
2013-11-18 WHLR Wheeler Jon S 6,247 3.9999 1,003 24.9225 24,987
2013-10-21 WHLR Wheeler Jon S 6,248 1,003
2013-10-21 WHLR Wheeler Jon S 3,123 501
2013-10-21 WHLR Wheeler Jon S 31,234 5,013
2013-08-26 WHLR Wheeler Jon S 2,200 4.3000 353 26.7923 9,460
2012-12-21 WHLR Wheeler Jon S 4,897 786
2012-12-21 WHLR Wheeler Jon S 1,430 230

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

WHLRP / Wheeler Real Estate Investment Trust, Inc. - Preferred Stock Insider Trades
WHLRP / Wheeler Real Estate Investment Trust, Inc. - Preferred Stock內部人士賣出 - 短期虧損分析

在這一部分，我們分析了在 WHLRP / Wheeler Real Estate Investment Trust, Inc. - Preferred Stock 中進行的每筆非計劃的公開市場內部人士賣出所達成的短期虧損規避。如果存在持續的虧損規避模式，可能表明未來的內部人士賣出交易預示著價格的下跌。該分析基於每筆交易後一年的情況，

以下表格顯示了最近的自動交易計劃之外的公開市場購買。

交易日期 證券代碼 內部人士 報告
股數		 Reported
價格		 經調整
股數		 經調整
價格		 成本基礎 達到最低利潤的
天數		 達到最低利潤時的
價格		 避免的
最高損失金額($)		 避免的
最高損失率($)
當前未知該內部人士及證券組合進行過任何未預先計劃的公開市場交易。

經調整價格 已按拆股調整。經調整股數 已按拆股調整。

WHLRP / Wheeler Real Estate Investment Trust, Inc. - Preferred Stock Insider Trades
歷史內部人交易

該表格顯示了由 Jon S Wheeler 進行的所有內幕交易的完整列表，這些交易已向美國證券交易委員會（SEC）披露。

呈報日期 交易日期 表格 證券代碼 證券 代碼 10b5-1 股份 剩餘股份 %
變化		 每股
股價		 交易
金額		 剩餘
金額
2017-08-28 2017-08-25 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 4,000 110,997 3.74 10.04 40,160 1,114,410
2017-05-09 2017-05-08 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 4,300 106,977 4.19 11.86 50,998 1,268,747
2017-03-27 2017-03-24 4 whir Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 47,000 96,547 94.86 1.71 80,370 165,095
2017-03-02 2017-02-28 4 whir Wheeler Real Estate Investment Trust, Inc.
Common Stock 		A - Award 69,853 821,419 9.29 1.70 118,750 1,396,412
2017-01-06 2016-12-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 384 7,541 5.36 1.64 630 12,367
2017-01-06 2016-11-03 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 367 7,157 5.41 1.70 624 12,167
2017-01-06 2016-10-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 354 6,790 5.51 1.75 620 11,882
2017-01-06 2016-09-06 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 351 6,436 5.76 1.75 613 11,262
2017-01-06 2016-08-04 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 350 6,085 6.11 1.74 610 10,588
2017-01-06 2016-07-06 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 387 5,735 7.23 1.55 600 8,889
2017-01-06 2016-06-03 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 390 5,348 7.88 1.52 594 8,129
2017-01-06 2016-05-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 395 4,957 8.65 1.48 584 7,337
2017-01-06 2016-04-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 467 4,563 11.40 1.23 574 5,612
2017-01-06 2016-03-03 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 472 4,096 13.03 1.20 566 4,915
2017-01-06 2016-02-04 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 378 3,624 11.64 1.50 567 5,436
2017-01-06 2016-01-06 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 296 3,246 10.03 1.91 565 6,200
2016-12-20 2016-12-20 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 22,000 751,566 3.02 1.65 36,300 1,240,084
2016-12-20 2016-12-19 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 8,867 729,566 1.23 1.59 14,099 1,160,010
2016-12-09 2016-12-08 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 6,875 720,699 0.96 1.59 10,931 1,145,911
2016-12-09 2016-11-10 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Units 		A - Award 65,292 65,292 2.25 146,907 146,907
2016-05-20 2016-05-19 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 37,500 751,324 5.25 1.50 56,250 1,126,986
2016-05-20 2016-05-19 4/A whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 37,500 49,547 311.28 1.50 56,250 74,320
2016-01-19 2015-12-03 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 301 2,950 11.35 1.87 562 5,517
2016-01-19 2015-11-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 283 2,649 11.94 1.97 557 5,219
2016-01-19 2015-10-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 294 2,367 14.21 1.87 551 4,426
2016-01-19 2015-09-03 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 288 2,072 16.12 1.90 547 3,938
2016-01-19 2015-08-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 283 1,785 18.84 1.92 543 3,427
2016-01-19 2015-07-06 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 269 1,502 21.77 2.01 540 3,019
2016-01-19 2015-06-04 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 234 1,233 23.42 2.30 538 2,836
2016-01-19 2015-05-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 230 999 29.82 2.31 530 2,308
2016-01-19 2015-04-06 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 462 770 150.05 2.30 1,062 1,770
2016-01-19 2015-03-05 5 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		J - Other 308 308 3.47 1,068 1,068
2015-12-07 2015-12-03 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		A - Award 4,103 713,824 0.58 1.95 8,001 1,391,957
2015-11-09 2015-11-06 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Units 		A - Award 16,087 308,422 5.50
2015-08-17 2015-08-14 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		A - Award 9,302 709,721 1.33 2.15 19,999 1,525,900
2015-07-13 2015-07-10 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		A - Award 9,870 22,120 80.57
2015-07-13 2015-07-10 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		A - Award 961 1,519,996 0.06
2015-06-22 2015-06-22 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 11,700 31,680 58.56 2.14 25,038 67,795
2015-06-22 2015-06-22 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 11,300 700,419 1.64 2.14 24,182 1,498,897
2015-06-22 2015-06-19 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 11,500 689,119 1.70 2.27 26,105 1,564,300
2015-06-22 2015-06-17 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 2,000 19,980 11.12 2.13 4,260 42,557
2015-06-17 2015-06-16 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 3,000 677,619 0.44 2.04 6,111 1,380,310
2015-06-04 2015-06-02 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 12,250 16,576 283.17
2014-12-15 2014-12-12 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		A - Award 3,480 17,980 24.00 4.31 14,999 77,494
2014-10-27 2014-10-24 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		A - Award 1,516,853 1,521,930 29,876.95
2014-09-02 2014-08-29 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 4,500 14,500 45.00 5.06 22,770 73,370
2014-09-02 2014-08-29 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 250 674,619 0.04 5.10 1,275 3,440,557
2014-08-22 2014-08-21 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 10,000 10,000 5.08 50,800 50,800
2014-08-22 2014-08-21 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 10,000 674,369 1.51 5.12 51,200 3,452,769
2014-08-01 2014-07-25 4/A WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 2,182 4,537 92.65
2014-07-29 2014-07-25 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 8,729 11,084 370.66
2014-07-07 2014-07-03 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 4,326 14,038 44.54
2014-06-13 2014-06-11 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Stock 		A - Award 2,169 664,369 0.33 4.61 9,999 3,062,741
2014-01-02 2013-12-31 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 235,000 662,200 55.01 4.18 982,300 2,767,996
2013-12-18 2013-12-17 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 3,464 12,200 39.65
2013-12-18 2013-12-17 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 2,355 3,785 164.69
2013-12-13 2013-12-13 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 800 12,047 7.11 4.34 3,472 52,284
2013-12-13 2013-12-13 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 900 11,247 8.70 4.30 3,870 48,362
2013-12-13 2013-12-13 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 100 10,347 0.98 4.32 432 44,699
2013-12-12 2013-12-12 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 1,500 10,247 17.15 4.22 6,330 43,242
2013-12-12 2013-12-12 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 488 8,747 5.91 4.24 2,069 37,087
2013-12-12 2013-12-12 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 2,012 8,259 32.21 4.25 8,551 35,101
2013-12-02 2013-12-02 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 345,000 427,200 419.71 4.20 1,449,000 1,794,240
2013-11-19 2013-11-18 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 6,247 6,247 4.00 24,987 24,987
2013-10-23 2013-10-21 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 31,235 31,235
2013-10-23 2013-10-21 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 3,123 3,123
2013-10-23 2013-10-21 4 whlr Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 6,246 69,714 9.84
2013-10-23 2013-10-21 4/A WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 31,234 31,234
2013-10-23 2013-10-21 4/A WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 3,123 3,123
2013-10-23 2013-10-21 4/A WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 6,248 284,545 2.25
2013-08-26 2013-08-26 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		P - Purchase 2,200 82,200 2.75 4.30 9,460 353,460
2012-12-26 2012-12-21 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 1,430 63,468 2.31
2012-12-26 2012-12-21 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		P - Purchase 4,897 300,634 1.66
2012-12-21 2012-12-18 4 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Units 		A - Award 22,095 295,737 8.07
2012-11-21 3 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock, par value $0.01 		80,000
2012-11-21 3 WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock, par value $0.01 		2,572
2012-11-21 3/A WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		80,000
2012-11-21 3/A WHLR Wheeler Real Estate Investment Trust, Inc.
Common Stock 		2,572
P
非衍生或衍生證券的公開市場或私下買入
S
非衍生或衍生證券的公開市場或私下賣出
A
公司向內部人員授予、獎勵或以其他方式獲取證券（例如股票期權）
C
衍生工具轉換
D
將證券賣出或轉讓回公司
F
使用從公司收到的證券的一部分來支付行使價或稅務負擔。
G
內部人士贈送或接收他人贈送公司股票
K
股權掉期和類似的避險交易
M
行使或轉換從公司獲得的衍生證券（例如期權）
V
內部人士透過Form 4自願報告的一筆交易
J
其他（附有交易描述的腳註）