share_log

Wheeler Real Estate Investment Trust Inc | SC 13D/A: Statement of acquisition of beneficial ownership by individuals (Amendment)-Stilwell Value Partners VII, L.P.(49.99%),Stilwell Activist Fund, L.P.(49.99%), etc.

Wheeler Real Estate Investment Trust | SC 13D/A:超过5%持股股东披露文件(修正)-Stilwell Value Partners VII, L.P.(49.99%),Stilwell Activist Fund, L.P.(49.99%)等

美股sec公告 ·  02/07 21:32
Moomoo AI 已提取核心信息
On February 5, 2024, Wheeler Real Estate Investment Trust Inc. (Wheeler REIT) filed an amendment to its Schedule 13D, disclosing significant transactions by Stilwell Value Partners VII, L.P., Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Associates, L.P., Stilwell Value LLC, and Joseph Stilwell (collectively, the Stilwell Group). The Stilwell Group, which includes entities and individuals with shared voting and disposition power, reported beneficial ownership of approximately 49.99% of Wheeler REIT's common stock. This ownership includes shares owned of record, shares issuable upon conversion of preferred stock, and shares issuable upon conversion of senior subordinated convertible notes, subject to ownership limits described in the Excepted Holder Agreement. The Stilwell Group engaged in transactions involving the acquisition and disposition...Show More
On February 5, 2024, Wheeler Real Estate Investment Trust Inc. (Wheeler REIT) filed an amendment to its Schedule 13D, disclosing significant transactions by Stilwell Value Partners VII, L.P., Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Associates, L.P., Stilwell Value LLC, and Joseph Stilwell (collectively, the Stilwell Group). The Stilwell Group, which includes entities and individuals with shared voting and disposition power, reported beneficial ownership of approximately 49.99% of Wheeler REIT's common stock. This ownership includes shares owned of record, shares issuable upon conversion of preferred stock, and shares issuable upon conversion of senior subordinated convertible notes, subject to ownership limits described in the Excepted Holder Agreement. The Stilwell Group engaged in transactions involving the acquisition and disposition of common stock and Series D Preferred Stock, and entered into an Excepted Holder Agreement Amendment with Wheeler REIT, which increased their ownership limits to 60% of the capital stock and 90% of the common stock. The Stilwell Group's actions are part of their ongoing involvement with Wheeler REIT, with members currently serving on the REIT's board of directors.
2024年2月5日,惠勒房地产投资信托公司(惠勒房地产投资信托公司)提交了附表13D的修正案,披露了史迪威价值合伙人七合伙人、史迪威激进基金有限责任公司、史迪威激进投资有限责任公司、史迪威会计师事务所和约瑟夫·史迪威(统称史迪威集团)的重大交易。史迪威集团包括拥有共同投票权和处置权的实体和个人,报告了惠勒房地产投资信托基金普通股约49.99%的实益所有权。该所有权包括在册持有的股份、转换优先股后可发行的股票以及优先次级可转换票据转换后可发行的股份,但须遵守例外持有人协议中描述的所有权限制。史迪威集团参与了涉及收购和处置普通股和D系列优先股的交易,并与惠勒房地产投资信托基金签订了例外持有人协议修正案,该修正案将其所有权限额提高到资本存量的60%和普通股的90%。史迪威集团的行动是他们持续参与惠勒房地产投资信托基金的一部分,其成员目前在房地产投资信托基金的董事会任职。
2024年2月5日,惠勒房地产投资信托公司(惠勒房地产投资信托公司)提交了附表13D的修正案,披露了史迪威价值合伙人七合伙人、史迪威激进基金有限责任公司、史迪威激进投资有限责任公司、史迪威会计师事务所和约瑟夫·史迪威(统称史迪威集团)的重大交易。史迪威集团包括拥有共同投票权和处置权的实体和个人,报告了惠勒房地产投资信托基金普通股约49.99%的实益所有权。该所有权包括在册持有的股份、转换优先股后可发行的股票以及优先次级可转换票据转换后可发行的股份,但须遵守例外持有人协议中描述的所有权限制。史迪威集团参与了涉及收购和处置普通股和D系列优先股的交易,并与惠勒房地产投资信托基金签订了例外持有人协议修正案,该修正案将其所有权限额提高到资本存量的60%和普通股的90%。史迪威集团的行动是他们持续参与惠勒房地产投资信托基金的一部分,其成员目前在房地产投资信托基金的董事会任职。
声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息