Wheeler REIT names CFO as reporting insider

Wheeler Real Estate Investment Trust, Inc. (WHLR) reported that Simone Jason, its Chief Financial Officer, filed an initial statement of beneficial ownership on Form 3.

Rhea-AI Filing Summary

Wheeler Real Estate Investment Trust, Inc. (WHLR) reported that Simone Jason, its Chief Financial Officer, filed an initial statement of beneficial ownership on Form 3. The filing lists Jason’s officer role and indicates that, as of this report, no insider transactions are being reported.

Key Figures

Buy transactions: 0 Sell transactions: 0 Derivative transactions: 0

3 metrics

Buy transactions 0 Number of buy transactions reported in the Form 3 transaction summary

Sell transactions 0 Number of sell transactions reported in the Form 3 transaction summary

Derivative transactions 0 Number of derivative-type transactions reported in the Form 3 transaction summary

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who is the reporting person in WHLR’s latest Form 3 filing?

The reporting person is Simone Jason, who serves as Chief Financial Officer of Wheeler Real Estate Investment Trust, Inc. The Form 3 establishes her status as an insider subject to SEC ownership reporting rules.

What is the purpose of Simone Jason’s Form 3 for WHLR?

Simone Jason’s Form 3 for WHLR is an initial statement of beneficial ownership. It formally identifies her as an officer and insider of Wheeler Real Estate Investment Trust, triggering ongoing reporting obligations for future ownership changes.

Does the WHLR Form 3 for Simone Jason report any insider transactions?

No insider transactions are reported in this Form 3 for WHLR. The transaction summary shows zero buy, sell, acquire, dispose, and derivative transactions, indicating this filing serves as an initial ownership-status report only.

What insider activity counts are disclosed in WHLR’s Form 3 transaction summary?

The Form 3 transaction summary for WHLR discloses 0 buys, 0 sells, 0 acquisitions, 0 dispositions, and 0 derivative transactions. Net buy/sell direction is listed as neutral, reflecting the absence of reported trades.

What is Simone Jason’s role at Wheeler Real Estate Investment Trust, Inc. (WHLR)?

Simone Jason is reported as Chief Financial Officer of Wheeler Real Estate Investment Trust, Inc. (WHLR). Her status as an officer makes her a reporting insider for SEC purposes under the Form 3/4/5 ownership framework.

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

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Accepted by SEC EDGAR 08/20/2026 - 02:47 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Simone Jason

(Last) (First) (Middle)

2529 VIRGINIA BEACH BOULEVARD

(Street)

VIRGINIA BEACH VIRGINIA 23452

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
08/10/2026

3. Issuer Name and Ticker or Trading Symbol
Wheeler Real Estate Investment Trust, Inc. [ WHLR ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

No securities are beneficially owned.

	/s/ Jason Simone	08/20/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)