David Kelly - Net Worth and Insider Trading
David Kelly Net Worth
The estimated net worth of David Kelly is at least $461 dollars as of 2024-04-19. David Kelly is the President & CEO of Wheeler Real Estate Investment Trust Inc and owns about 3,190 shares of Wheeler Real Estate Investment Trust Inc (WHLR) stock worth over $461. Details can be seen in David Kelly's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David Kelly has not made any transactions after 2019-12-30 and currently still holds the listed stock(s).
Transaction Summary of David Kelly
David Kelly Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David Kelly 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 David Kelly’s form 4 insider trades.
Insider Ownership Summary of David Kelly
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WHLR | Wheeler Real Estate Investment Trust Inc | 2019-12-30 | director |
| WHLRD.PFD | Wheeler Real Estate Investment Trust Inc | 2012-11-16 | director |
David Kelly Latest Holdings Summary
David Kelly currently owns a total of 1 stock. David Kelly owns 3,190 shares of Wheeler Real Estate Investment Trust Inc (WHLR) as of December 30, 2019, with a value of $461.
Latest Holdings of David Kelly
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WHLR | Wheeler Real Estate Investment Trust Inc | 2019-12-30 | 3,190 | 0.14 | 461 |
Holding Weightings of David Kelly
David Kelly Form 4 Trading Tracker
According to the SEC Form 4 filings, David Kelly has made a total of 1 transactions in Wheeler Real Estate Investment Trust Inc (WHLR) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Wheeler Real Estate Investment Trust Inc is the acquisition of 169 shares on December 30, 2019, which cost David Kelly around $2,747.
Insider Trading History of David Kelly
- 1
David Kelly Trading Performance
GuruFocus tracks the stock performance after each of David Kelly's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David Kelly is -9.93%. GuruFocus also compares David Kelly's trading performance to market benchmark return within the same time period. The performance of stocks bought by David Kelly within 3 months outperforms 2 times out of 14 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David Kelly's insider trading performs compared to the benchmark.
Performance of David Kelly
Average Return
-28.32%
Outperforming Transactions
14%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.08 | -9.93 | -11.17 | -28.32 | -38.58 | -34.47 |
| Relative Return to S&P 500(%) | -1.29 | -10.99 | -16.21 | -38.1 | -46.43 | -43.1 |
David Kelly Ownership Network
Ownership Network List of David Kelly
Ownership Network Relation of David Kelly
David Kelly Owned Company Details
What does Wheeler Real Estate Investment Trust Inc do?
Who are the key executives at Wheeler Real Estate Investment Trust Inc?
David Kelly is the director 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, David Kelly 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 231,892 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, 533,672 shares of Wheeler Real Estate Investment Trust Inc (WHLR) were sold and 523,890 shares were bought by its insiders, resulting in a net sale of 9,782 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
David Kelly Mailing Address
Above is the net worth, insider trading, and ownership report for David Kelly. You might contact David Kelly via mailing address: 2529 Virginia Beach Boulevard, Virginia Beach Va 23452.
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