| Period | Completed events | Price coverage | Hit rate | Median excess return | Average excess return | Worst excess return |
|---|---|---|---|---|---|---|
| 5D | 7Developing evidence | 5.9% (7/118) | 14.3% (1/7) | -34.0% | -31.5% | -76.1% |
| 20D | 7Developing evidence | 5.9% (7/118) | 0.0% (0/7) | -71.0% | -66.1% | -95.1% |
| 60D | 7Developing evidence | 8.5% (7/82) | 14.3% (1/7) | -54.1% | -49.9% | -105.8% |
| 120D | 1Small sample | 8.3% (1/12) | 0.0% (0/1) | -106.2% | -106.2% | -106.2% |
COMPANY RESEARCH
Wheeler Real Estate Investment Trust, Inc.
WHLR · United States · Real Estate
INSIDER SIGNAL
Insider activity score：39.6 / 100
1 insiders · 7 purchase events · $75k net purchases
US #845 · United States #845
WHY THIS SIGNAL?
Score anatomy
Each bar shows the contribution to the current score; the weights and formula stay unchanged.
Cluster+7.0 / 35
How many distinct insiders bought in the cluster
Purchase size+6.6 / 25
Purchase value relative to company size and liquidity
Role+6.0 / 20
The seniority and relevance of participating insiders
Recency+5.2 / 10
How recently the purchases occurred
Conviction+6.8 / 10
How clearly buying stands out from other activity
What is holding the score back?
- ⚠ Buyer breadth is moderate · fewer than 4 distinct filers
- ⚠ Purchase size is modest relative to the model scale
- ⚠ Insider role contributes less on the current role scale
- ⚠ Purchase activity is becoming less recent
- ⚠ Buying conviction is reduced by concurrent selling
The role contribution follows the US model's seniority ladder.
Buying concentration
100%
Largest buyer：HRT FINANCIAL LP · 109k USD
Gross qualified purchase transaction-line value：109k USD
The headline $ total is net buying for the screen; this module uses gross qualified purchase transaction-line values in the filing currency, so the amounts can differ. The current 15-day buyer-breadth input counts distinct buyers; value concentration is disclosed separately here.
This is a ranking under the current US screening rules—not a probability of gain, return forecast, or buy recommendation.
Key purchase quotes (filing currency)
| Filer | Price per unit | Trade date |
|---|---|---|
| HRT FINANCIAL LP | 0.38 USD | Sep 9, 2026 |
| HRT FINANCIAL LP | 0.39 USD | Sep 8, 2026 |
| HRT FINANCIAL LP | 1.38 USD | Jun 30, 2026 |
Model details
Cluster breakdown (does not change the score)
- 15-day buyer breadth (count)
- 1 distinct reported filers
- Peak time window
- 2026-06-30 to 2026-07-07
- Current breadth input
- 0.200 (capped at 4+ buyers)
- Buyer independence
- Not yet measured; related-party fields are not cross-market comparable
What the filings show
- 🟢 Recent eligible purchase
HRT FINANCIAL LP · 4k USD · Price 0.38 USD · Sep 9, 2026 - 🟢 Eligible purchase
HRT FINANCIAL LP · 3k USD · Price 0.39 USD · Sep 8, 2026 - 🟢 Large eligible purchase
HRT FINANCIAL LP · 34k USD · Price 1.38 USD · Jun 30, 2026 - 🟡 4 remaining qualified transaction line(s) across 3 disclosure(s)
- 🔴 10 other transaction line(s) are not counted as discretionary-buying evidence; 0 have zero price
Insider timeline
One insider bought, 7 times, the latest (9 Sep). 1 of the buyers also disclosed a sale in the window.
Tap an item for what it means.
●A purchase: the bigger the dot, the more was bought
Each dot is one insider's purchases on one day. The dot's area follows the amount: the largest purchase here gets the largest dot. Hold the pointer over a dot to see the date and the amount.
×A sale
A cross is one insider's sales on one day. People sell to pay tax, to cash in share awards or to hold less of one company, so a sale says less than a purchase does. When someone bought and sold on the same day, the cross sits beside the dot. The totals are under “Purchases against sales” below.
▂Grey bars: companies across United States disclosing purchases each week
A taller bar is a week in which more companies disclosed insider purchases.
This company: insiders buying per month, last 12 months
Nov
Dec
Jan
Feb
Mar
Apr
May
1Jun
1Jul
Aug
1Sep
Oct
Darker bars are inside the 180-day window above.
Who traded
| Insider | Role | Purchases | Sales | Bought | First purchase | Share price since |
|---|---|---|---|---|---|---|
| Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Board member | — | 1 | — | — | — |
| HRT FINANCIAL LP | Associated person | 7 | 2 | 109.3k USD | 2026-06-30 | — |
Purchases against sales
Purchases76%109.3k USD · 7 line(s) · 1 insider(s)
Sales24%34.5k USD · 3 line(s) · 2 insider(s)
Shares of the reported value of insider transactions in the 180-day window. Sales include disposals for tax, at option exercise or under a pre-set plan, which say little about an insider's view. The split describes what was disclosed; it is not a signal.
BULL VS BEAR
Two readings of this buying
The same filings, read two ways. Each line is a fact stored for this company with the number behind it, and appears only when that number crosses a fixed threshold. Neither side is a forecast and no winner is declared.
Where the evidence comes from
- The insider purchases themselvesBearone buyer only, insiders also sold, buyer's past purchases trailed the benchmark6 checked, under the threshold
- Share price and tradingno data held
- Short sellers2 checked, under the threshold
- Company results2 missing
- Company actionsno data held
Bull case · the buying is informative
Nothing held here goes beyond the fact that an insider bought.
Bear case · discount it
- Only one insider bought. A single purchase can reflect that person's own finances rather than a view on the company.
- Insiders also sold $35k in the same 180 days, 32% of the amount bought.
- The 7 earlier purchases by HRT FINANCIAL LP trailed S&P 500 ETF (SPY adjusted close) by a median 54% over the following 60 trading days.
Evidence still missing
- The company's market value is not captured, so the purchases cannot be stated as a share of the business or of its trading volume.
- No earnings, margin or cash-flow figures are captured for this company. The latest annual and interim reports are where to check whether the business is improving or deteriorating.
Checked and under the threshold: 8, 1 close to it
- Bull3 of 4 purchase filings state the shares held before and after. The largest addition to an existing holding took it from 42,638 to 82,333 shares (+93%). Counted for the bull side from +100%, for the bear side below +1%. close to the threshold
- Either1 insider bought in the last 180 days and 0 in the 180 days before. Bull when the number at least doubles and rises by two; bear when at least two bought before and no more buy now.
- EitherNet purchases of $75k in 180 days. Bull from $1.0M, bear when all purchases total under $25k.
- EitherThe latest purchase is 39 days old. Bull up to 14 days, bear from 90.
- BearNone of the 4 purchase filings ticks Form 4's 10b5-1 box.
- BearOver the last 5 trading days to 2026-10-16, 42% of this stock's off-exchange volume was sold short; over the 60 days before, 55%. The market's median is 50%. This is trading volume, not a position: a market maker who sells short and covers the same day is counted, so about half of all volume is short on an ordinary day. It is shown for comparison and counts for neither side.
- BearNo insider filing in the last 180 days opened a hedge on this stock.
- BearFINRA short interest on 2026-09-30 equals 1.0 days of average trading volume, down 10% from the previous report. Counted for the bear side from 10 days, or from 10% of the shares outstanding.
Both columns arrange stored facts only. They do not change the insider score or the ranking and are not investment advice.
Why this score? · Model details
Priority = 100 × Σ(fixed weight × 0–1 rule-based input)
| Factor | Weight | This company input | Point contribution |
|---|---|---|---|
| 15-day buyer breadth (count) | 35% | 0.200 | 7.0 |
| Qualified-buy size | 25% | 0.262 | 6.6 |
| Role informativeness (inverted) | 20% | 0.700 | 14.0 |
| Recency | 10% | 0.522 | 5.2 |
| Buy/sell conviction | 10% | 0.684 | 6.8 |
This is a heuristic ordering under the current rules, not a calibrated return forecast. It explains why candidates rank differently; the public-filing evidence and data limits are shown below.
Signal history
39.6 / 100
Latest recorded score
↓ -0.4 ptssince the first recorded snapshot on 2026-10-12; 6 calendar days observed
- Recorded snapshots
- 6
- First snapshot
- 2026-10-12
There is not yet a 30-calendar-day comparison; earlier scores are not reconstructed. These are raw signal scores saved when each full scoring run completed. They describe changes in research ranking, not price performance or returns.
Why did it change?
Less than 30 days of comparable history is available, so factor movement is not yet decomposed.
Signal score history
Fixed 0–100 scale; dates are spaced by calendar time.
Recent recorded points
- 40.0
- 40.2
- 40.0
- 39.8
- 39.6
View all recorded scores
| Snapshot date | Signal score |
|---|---|
| 2026-10-12 | 40.0 |
| 2026-10-13 | 40.2 |
| 2026-10-14 | 40.0 |
| 2026-10-15 | 39.9 |
| 2026-10-16 | 39.8 |
| 2026-10-18 | 39.6 |
Sector context
- Buying breadth
- 6.2% (16 / 258 issuers)
- Sector rank
- #5 / 13
This is sector-level research context. It does not affect the Insider Signal or ranking.
Insider profile outcomes
Historical performance following insider filings. The company role is translated below each name while preserving the original title.
- Excess return = stock return − S&P 500 ETF (SPY adjusted close) return over the same period.
- Hit rate = completed events with positive excess return ÷ total completed events.
- Price coverage = valid point-in-time prices ÷ events mature enough for that period.
- Returns start on the first shared trading session on or after publication.
- Small-sample rule: n<5 is shown for transparency and is not scored.
Events are disclosure-level observations; related disclosures published on the same date may share a return path and may not be statistically independent. This research enrichment does not affect the insider score or ranking.
Insiders' buying price vs the latest close
No daily prices have been captured for this stock yet.
Buying size vs market trading
Complete price and volume history is not yet available.
Market-data coverage: 0 verified sessions · Latest session: — · Ratio status: Unavailable
Traded value is estimated as close × shares traded, in major currency units. Includes disclosed qualifying purchases; disclosures may lag. Contractual or planned acquisitions are not necessarily discretionary. Ratios describe relative trading size, not market participation or score contributions.
Regulatory filings
- Insider filing announcement · published 2026-10-02 · trade date 2026-09-30
- Insider filing announcement · published 2026-09-25 · trade date 2026-09-23
- Insider filing announcement · published 2026-09-11 · trade date 2026-09-10
Unfold all 14 filings
- Insider filing announcement · published 2026-10-02 · trade date 2026-09-30
- Insider filing announcement · published 2026-09-25 · trade date 2026-09-23
- Insider filing announcement · published 2026-09-11 · trade date 2026-09-10
- Insider filing announcement · published 2026-09-10 · trade date 2026-09-09
- Insider filing announcement · published 2026-07-09 · trade date 2026-07-08
- Insider filing announcement · published 2026-07-07 · trade date 2026-07-06
- Insider filing announcement · published 2026-07-02 · trade date 2026-07-01
- Insider filing announcement · published 2026-04-16 · trade date 2026-04-15
- Insider filing announcement · published 2026-04-14 · trade date 2026-04-14
- Insider filing announcement · published 2026-04-09 · trade date 2026-04-09
- Insider filing announcement · published 2026-04-06 · trade date 2026-04-06
- Insider filing announcement · published 2026-03-31 · trade date 2026-03-31
- Insider filing announcement · published 2026-03-26 · trade date 2026-03-26
- Insider filing announcement · published 2025-11-07 · trade date 2025-11-05
Results and insider purchases
| Results (8-K) | Bought within 5 sessions | Bought within 20 sessions | Buyers, 20 sessions before |
|---|---|---|---|
| 2026-08-0616:25 ET · after the closeFirst session 2026-08-07 | None | None | 0 |
| 2026-05-0816:28 ET · after the closeFirst session 2026-05-11 | None | None | 0 |
| 2026-03-0516:22 ET · after the closeFirst session 2026-03-06 | None | None | 0 |
| 2025-11-0616:20 ET · after the closeFirst session 2025-11-07 | None | None | 0 |
Results dates are the company's 8-K filings to the SEC under Item 2.02 (results of operations); one filed after the close counts from the next session. Purchases are open-market buys reported on Form 4 (code P), by trade date; a Form 4 can arrive two business days after the trade, so the latest days can still fill in. Facts only; this does not change the score or rank.
Ownership and trading-plan context
| Direct / indirect ownership | Indirect |
|---|---|
| 10b5-1 filing evidence | Not declared in filing field |
| Evidence retrieved | 2026-10-13T22:26:22+00:00 |
These are accession-level filing fields. Unavailable means the evidence was not fetched or parsed; it is never inferred as “No” and does not adjust the US score.
Filing evidence
These are underlying national-feed records from the 365-day window ending on the saved ranking snapshot. The score uses only the latest 180 days; older qualifying equity purchases remain visible for audit but do not enter the current score. The original filer, role, transaction classification, instrument, price, volume, value and source fields are retained. The first three rows are shown; remaining records can be unfolded for audit. Other transaction types are retained but excluded from the score.
Excluded transactions & classification
4 qualifying purchase disclosure(s) · 7 transaction line(s)
Sep 9, 2026Open market purchase
HRT FINANCIAL LP · TenPercentOwner
Common Stock · 11253.0 shares × 0.38 USD · 4276.14 USD
Open filingSep 8, 2026Open market purchase
HRT FINANCIAL LP · TenPercentOwner
Common Stock · 8197.0 shares × 0.39 USD · 3196.83 USD
Open filingJul 7, 2026Open market purchase
HRT FINANCIAL LP · TenPercentOwner
Common Stock · 40591.0 shares × 0.61 USD · 24760.51 USD
Open filingUnfold all 4 remaining filing row(s)
| Transaction date | Published | Filer | Role | Transaction | Instrument | Price (local currency) | Quote currency | Volume | Reported value (local currency) | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-06 | 2026-07-07 | HRT FINANCIAL LP | TenPercentOwner | Open market purchase | Common Stock | 0.08 USD | USD | 21703.0 | 1736.24 USD | Open filing |
| 2026-07-02 | 2026-07-07 | HRT FINANCIAL LP | TenPercentOwner | Open market purchase | Common Stock | 1.39 USD | USD | 17348.0 | 24113.719999999998 USD | Open filing |
| 2026-07-01 | 2026-07-02 | HRT FINANCIAL LP | TenPercentOwner | Open market purchase | Common Stock | 1.14 USD | USD | 14698.0 | 16755.719999999998 USD | Open filing |
| 2026-06-30 | 2026-07-02 | HRT FINANCIAL LP | TenPercentOwner | Open market purchase | Common Stock | 1.38 USD | USD | 24997.0 | 34495.86 USD | Open filing |
Showing 7 of 7 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.
Other disclosed transactions · excluded from score
View 26 other transaction(s)
Nov 5, 2025Grant or award
Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. · Director,TenPercentOwner; TenPercentOwner
Common Stock · 6682.0 shares × — · 0.0 USD
Open filingMar 31, 2026Open market sale
Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC · TenPercentOwner
Common Stock · 12378.0 shares × 0.93 USD · 11511.54 USD
Open filingMar 30, 2026Open market sale
Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC · TenPercentOwner
Common Stock · 2103.0 shares × 0.97 USD · 2039.9099999999999 USD
Open filingUnfold all 23 remaining filing row(s)
| Transaction date | Published | Filer | Role | Transaction | Instrument | Price (local currency) | Quote currency | Volume | Reported value (local currency) | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-27 | 2026-03-31 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 1.04 USD | USD | 3685.0 | 3832.4 USD | Open filing |
| 2026-03-26 | 2026-03-26 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock, par value $0.01 per share | 1.1 USD | USD | 8840.0 | 9724.0 USD | Open filing |
| 2026-03-24 | 2026-03-26 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | In-the-money option exercise | Common Stock, par value $0.01 per share | 0.01 USD | USD | 172075.0 | 1720.75 USD | Open filing |
| 2026-04-15 | 2026-04-16 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.8 USD | USD | 3127.0 | 2501.6000000000004 USD | Open filing |
| 2026-04-14 | 2026-04-14 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.77 USD | USD | 4910.0 | 3780.7000000000003 USD | Open filing |
| 2026-04-13 | 2026-04-14 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.86 USD | USD | 87177.0 | 74972.22 USD | Open filing |
| 2026-04-10 | 2026-04-14 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.83 USD | USD | 1413.0 | 1172.79 USD | Open filing |
| 2026-04-09 | 2026-04-09 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.83 USD | USD | 12346.0 | 10247.18 USD | Open filing |
| 2026-04-08 | 2026-04-09 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.86 USD | USD | 6234.0 | 5361.24 USD | Open filing |
| 2026-04-07 | 2026-04-09 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.85 USD | USD | 6774.0 | 5757.9 USD | Open filing |
| 2026-04-06 | 2026-04-06 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.92 USD | USD | 6503.0 | 5982.76 USD | Open filing |
| 2026-04-02 | 2026-04-06 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.93 USD | USD | 13253.0 | 12325.29 USD | Open filing |
| 2026-04-01 | 2026-04-06 | Magnetar Capital Partners LP; Magnetar Financial LLC; Snyderman David J.; Supernova Management LLC | TenPercentOwner | Open market sale | Common Stock | 0.95 USD | USD | 3332.0 | 3165.3999999999996 USD | Open filing |
| 2026-09-23 | 2026-09-25 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner; TenPercentOwner | Grant or award | Common Stock | — | USD | 184655.0 | 0.0 USD | Open filing |
| 2026-09-23 | 2026-09-25 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner; TenPercentOwner | Grant or award | Common Stock | — | USD | 257902.0 | 0.0 USD | Open filing |
| 2026-09-23 | 2026-09-25 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner; TenPercentOwner | Grant or award | Common Stock | — | USD | 35768.0 | 0.0 USD | Open filing |
| 2026-09-23 | 2026-09-25 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner; TenPercentOwner | Grant or award | Common Stock | — | USD | 25516.0 | 0.0 USD | Open filing |
| 2026-09-23 | 2026-09-25 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner; TenPercentOwner | Grant or award | Common Stock | — | USD | 62829.0 | 0.0 USD | Open filing |
| 2026-09-10 | 2026-09-11 | HRT FINANCIAL LP | TenPercentOwner | Open market sale | Common Stock | 0.37 USD | USD | 5048.0 | 1867.76 USD | Open filing |
| 2026-07-08 | 2026-07-09 | HRT FINANCIAL LP | TenPercentOwner | Open market sale | Common Stock | 0.49 USD | USD | 66584.0 | 32626.16 USD | Open filing |
| 2026-09-30 | 2026-10-02 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner | Grant or award | Common Stock | — | USD | 142015 | 0.0 USD | Open filing |
| 2026-09-30 | 2026-10-02 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner | Open market sale | Common Stock | 3.03 USD | USD | 5 | 15.149999999999999 USD | Open filing |
| 2026-09-30 | 2026-10-02 | Stilwell Activist Fund, L.P.; Stilwell Activist Investments, L.P.; Stilwell Associates, L.P.; Stilwell Joseph; Stilwell Value LLC; Stilwell Value Partners VII, L.P. | Director,TenPercentOwner | Grant or award | Common Stock | — | USD | 19685 | 0.0 USD | Open filing |
Showing 26 of 26 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.
Snapshot & identity
- Snapshot date
- 2026-10-18
- Ticker
- WHLR
- ISIN
- —
- Sector
- Real Estate
- Industry
- —
Company logos by Parqet
Signal outcomes
Calculated from immutable US ranking snapshots; excess return is stock return minus SPY return. Newly saved snapshots remain pending until each forward horizon matures. This never affects the US score.
| Horizon | Status | Result |
|---|---|---|
| 5D | Awaiting maturity | — |
| 20D | Awaiting maturity | — |
| 60D | Awaiting maturity | — |
| 120D | Awaiting maturity | — |
How to read Form 4 transaction codes
| Code | Interpretation | Screen treatment |
|---|---|---|
| P | Open-market / private purchase | Buy evidence when the security is qualifying equity |
| S | Sale | Sell evidence when the security is qualifying equity |
| A | Grant / award | Context only |
| F | Tax-related withholding | Context only |
| M | Option exercise | Context only |
| G | Gift | Context only |
| J / L | Other / non-directional | Context only |
P/S rows for options, warrants, compensation units and debt remain visible for audit but are excluded from equity scores and quotes.