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Wheeler Real Estate (WHLR) promotes Jason Simone to chief financial officer role

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Wheeler Real Estate Investment Trust, Inc. appointed Jason F. Simone as Chief Financial Officer, effective August 10, 2026. Simone, age 48, has worked at the company since 2022, most recently as Director of Corporate Finance, with responsibilities including corporate accounting, capital markets, corporate finance, and investor relations.

Before joining Wheeler, Simone worked at Cedar Realty Trust, Inc., now a wholly owned subsidiary, in corporate accounting and finance. The company states there is no special arrangement leading to his appointment, no material related-party transactions, no family relationships with current directors or officers, and no new compensatory arrangements in connection with his promotion.

Positive

  • None.

Negative

  • None.
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Effective date of CFO appointment August 10, 2026 Date Jason F. Simone became Chief Financial Officer
Age of new CFO 48 Age of Jason F. Simone at time of appointment
Subordinated Convertible Notes coupon 7.00% Rate on 7.00% Subordinated Convertible Notes due 2031 listed as WHLRL
Notes maturity year 2031 Maturity year of 7.00% Subordinated Convertible Notes due 2031
Report signature date August 14, 2026 Date the report was signed by the Chief Executive Officer and President
Emerging growth company regulatory
"405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934... Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
Cumulative Convertible Preferred Stock financial
"Series D Cumulative Convertible Preferred Stock | WHLRD | Nasdaq Capital Market"
A class of preferred shares that pays fixed dividends which accumulate if they are skipped, and that can be converted into common shares at a predetermined rate. Think of it as a hybrid between a savings account that guarantees missed interest later and a ticket that can be exchanged for ordinary ownership; investors care because it provides steady income protection and priority in payouts while also posing potential dilution to common shareholders if converted.
Subordinated Convertible Notes financial
"7.00% Subordinated Convertible Notes due 2031 | WHLRL | Nasdaq Capital Market"
Item 404(a) of Regulation S-K regulatory
"material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K"

FAQ

What did Wheeler Real Estate Investment Trust (WHLR) announce in this 8-K?
Wheeler Real Estate Investment Trust appointed Jason F. Simone as Chief Financial Officer, effective August 10, 2026. He previously served as Director of Corporate Finance and has been with the company since 2022.

What is Jason F. Simone’s background at WHLR?
Jason F. Simone, age 48, has been with WHLR since 2022, serving in roles of increasing responsibility, most recently as Director of Corporate Finance overseeing accounting, capital markets, finance, and investor relations.

Will WHLR enter into new compensation arrangements with the new CFO?
Wheeler Real Estate Investment Trust reports that no new compensatory arrangements will be entered into with Jason F. Simone in connection with his appointment as Chief Financial Officer, indicating his existing arrangements remain in place.

What positions did Jason F. Simone hold before joining WHLR (symbol WHLR)?
Prior to joining WHLR, Simone worked at Cedar Realty Trust, Inc., now a wholly owned subsidiary, where he was responsible for corporate accounting and finance, providing relevant experience for his new CFO role.

What securities of WHLR are listed on Nasdaq?
WHLR lists several securities on the Nasdaq Capital Market: Common Stock (WHLR), Series B Convertible Preferred Stock (WHLRP), Series D Cumulative Convertible Preferred Stock (WHLRD), and 7.00% Subordinated Convertible Notes due 2031 (WHLRL).

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Understanding 8-K Material Events →
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
  CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934

Date of report (date of earliest event reported): August 10, 2026
 WHEELER REAL ESTATE INVESTMENT TRUST, INC.
(Exact name of registrant as specified in its charter)  
Maryland001-3571345-2681082
(State or other jurisdiction
of incorporation or organization)		(Commission
File Number)		(IRS Employer
Identification No.)
2529 Virginia Beach Blvd.
Virginia Beach, VA
23452
(Address of principal executive offices)(Zip code)
Registrant’s telephone number, including area code: (757) 627-9088
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions: 
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
 Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, $0.01 par value per shareWHLR
Nasdaq Capital Market
Series B Convertible Preferred StockWHLRP
Nasdaq Capital Market
Series D Cumulative Convertible Preferred StockWHLRD
Nasdaq Capital Market
7.00% Subordinated Convertible Notes due 2031WHLRL
Nasdaq Capital Market



Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

Effective August 10, 2026, Jason F. Simone was appointed to serve as the Company’s Chief Financial Officer.

Mr. Simone, age 48, has been employed by the Company since 2022 in various positions of increasing responsibility, mostly recently as the Company’s Director of Corporate Finance. In these positions, Mr. Simone was responsible for corporate accounting, capital markets, corporate finance, and investor relations. Prior to joining the Company, Mr. Simone was employed by Cedar Realty Trust, Inc., which is now the Company’s wholly-owned subsidiary, where he was responsible for corporate accounting and finance.

There is no arrangement or understanding between Mr. Simone and any other person pursuant to which Mr. Simone was appointed Chief Financial Officer, nor does he have any direct or indirect material interest in any transaction required to be disclosed pursuant to Item 404(a) of Regulation S-K.

Mr. Simone has no family relationships with any of the Company’s directors or executive officers.

No new compensatory arrangements will be entered into with Mr. Simone in connection with his appointment as the Company’s Chief Financial Officer.


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

WHEELER REAL ESTATE INVESTMENT TRUST, INC.
By:/s/ M. Andrew Franklin
Name: M. Andrew Franklin
Title: Chief Executive Officer and President

Dated: August 14, 2026


Source: View Original Filing on SEC EDGAR

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