Stilwell Associates, L.P. — SEC Form 4 filings
SEC reporting owner CIK 913960. 46 Form 4 filings on record with FilingPulse; latest filed 2026-08-17.
Transaction summary — filings shown
Covers all 46 filings on record, filed 2024-02-07 to 2026-08-17. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 57 legs across 16 filings — 2,432,472 shares, $23,336,132 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 93.
- Largest priced transaction: sale of 522,652 shares @ $8.00 ($4,181,216) in KINGSWAY Corp, filed 2025-03-27.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| KINGSWAY Corp (KWY) | 10% owner | 19 | — | 57 legs · 2,432,472 sh · $23,336,132 | 11 |
| Wheeler Real Estate Investment Trust, Inc. (WHLR) | 10% owner | 27 | — | — | 82 |
Form 4 filings — Stilwell Associates, L.P.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-17 | 4 | KINGSWAY Corp (KWY) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 32,982 @ $10 · Sale (S): 26,168 @ $10 · Sale (S): 40,850 @ $10 | EDGAR |
| 2026-07-02 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Other (J): 29,011 (derivative) · Other (J): 4,235 (derivative) · Other (J): 3,152 (derivative) · Sale (S): 1,103 (derivative) @ $36 · Other (J): 933 (derivative) | EDGAR |
| 2026-06-30 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 11,105 (derivative) @ $8.64 · Sale (S): 13,895 (derivative) @ $8.64 | EDGAR |
| 2026-06-05 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S) @ $3,506,250 · Purchase (P) @ $2,062,492.50 | EDGAR |
| 2026-03-20 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 13,470 (derivative) @ $6.96 · Sale (S): 12,530 (derivative) @ $6.96 | EDGAR |
| 2026-01-05 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Other (J): 28,885 (derivative) · Other (J): 4,217 (derivative) · Other (J): 3,138 (derivative) · Other (J): 929 (derivative) | EDGAR |
| 2025-12-29 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 19,229 @ $12.80 | EDGAR |
| 2025-12-29 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 11,209 (derivative) @ $37.02 · Sale (S): 1,594 (derivative) @ $37.02 · Sale (S): 2,197 (derivative) @ $37.02 | EDGAR |
| 2025-12-19 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Option exercise/expiry (X): 215,477 @ $8.25 · Option exercise/expiry (X): 1,295,411 @ $8.25 · Option exercise/expiry (X): 20,270 @ $8.25 · Option exercise/expiry (X): 218,842 @ $8.25 · Option exercise/expiry (X): 215,477 (derivative) @ $0 · Option exercise/expiry (X): 1,295,411 (derivative) @ $0 · +2 more | EDGAR |
| 2025-12-17 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 34,269 @ $12.80 · Sale (S): 10,429 @ $12.80 | EDGAR |
| 2025-12-15 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 67,500 @ $12.80 | EDGAR |
| 2025-12-12 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 14,506 (derivative) @ $4.30 · Sale (S): 13,494 (derivative) @ $4.30 | EDGAR |
| 2025-12-10 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 35,000 @ $12.82 · Sale (S): 20,000 @ $12.80 | EDGAR |
| 2025-11-17 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S) @ $6,403,672 · Purchase (P) @ $1,000,000 | EDGAR |
| 2025-11-07 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Grant/award (A): 6,682 · Disposition to issuer (D): 500 (derivative) | EDGAR |
| 2025-10-02 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S) @ $53,734.60 | EDGAR |
| 2025-09-18 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 11,941 @ $14.40 · Sale (S): 2,106 @ $14.40 · Sale (S): 5,953 @ $14.40 · Sale (S): 28,657 @ $14.47 · Sale (S): 5,055 @ $14.47 · Sale (S): 14,288 @ $14.47 | EDGAR |
| 2025-09-18 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 11,995 (derivative) @ $36.36 · Sale (S): 1,712 (derivative) @ $36.36 · Sale (S): 2,293 (derivative) @ $36.36 | EDGAR |
| 2025-09-10 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with Stilwell Joseph, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 14,944 @ $14.41 · Sale (S): 2,551 @ $14.41 · Sale (S): 7,505 @ $14.41 | EDGAR |
| 2025-08-26 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 44,772 @ $14.18 · Sale (S): 7,642 @ $14.18 · Sale (S): 22,586 @ $14.18 | EDGAR |
| 2025-08-20 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 23,779 @ $13.95 · Sale (S): 4,098 @ $13.95 · Sale (S): 12,123 @ $13.95 · Sale (S): 18,835 @ $14.16 · Sale (S): 3,184 @ $14.16 · Sale (S): 9,410 @ $14.16 | EDGAR |
| 2025-07-08 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 3,151 (derivative) @ $4 · Sale (S): 715 (derivative) @ $4 | EDGAR |
| 2025-07-02 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Other (J): 34,467 (derivative) · Other (J): 4,943 (derivative) · Other (J): 7,769 (derivative) · Other (J): 452 (derivative) | EDGAR |
| 2025-07-01 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 85,191 @ $14.03 · Sale (S): 11,224 @ $14.03 · Sale (S): 31,828 @ $14.03 · Sale (S): 8,319 @ $13.90 · Sale (S): 5,896 @ $13.90 · Sale (S): 18,763 @ $13.90 | EDGAR |
| 2025-06-13 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Conversion (C): 405,580 @ $2.82 · Conversion (C): 42,564 @ $2.82 · Conversion (C): 88,333 @ $2.82 · Conversion (C) · Conversion (C) · Conversion (C) · +3 more | EDGAR |
| 2025-06-06 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Grant/award (A): 806 · Disposition to issuer (D): 100 (derivative) · Sale (S): 10,338 (derivative) @ $4 · Sale (S): 1,492 (derivative) @ $4 · Sale (S): 2,344 (derivative) @ $4 | EDGAR |
| 2025-05-29 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 871 (derivative) @ $4 | EDGAR |
| 2025-05-12 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Grant/award (A): 20,000 (derivative) @ $25 | EDGAR |
| 2025-03-27 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 522,652 @ $8 · Sale (S): 68,675 @ $8 · Sale (S): 205,920 @ $8 · Sale (S): 202,753 @ $8 | EDGAR |
| 2025-03-17 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 2,911 (derivative) @ $4 · Sale (S): 812 (derivative) @ $4 · Sale (S): 1,277 (derivative) @ $4 | EDGAR |
| 2025-03-12 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 14,324 (derivative) @ $30.17 · Sale (S): 2,055 (derivative) @ $30.17 · Sale (S): 2,621 (derivative) @ $30.17 · Sale (S): 3,708 (derivative) @ $4.05 | EDGAR |
| 2025-02-14 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Grant/award (A): 33,600 (derivative) @ $25 · Grant/award (A): 6,400 (derivative) @ $25 | EDGAR |
| 2025-01-03 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Other (J): 46,099 (derivative) · Other (J): 6,610 (derivative) · Other (J): 10,390 (derivative) · Other (J): 604 (derivative) | EDGAR |
| 2024-12-20 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 322,584 @ $8.43 · Sale (S): 42,416 @ $8.43 · Sale (S): 198,869 @ $8.43 · Sale (S): 26,131 @ $8.43 | EDGAR |
| 2024-11-21 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 22,387 @ $8.78 · Sale (S): 2,613 @ $8.78 | EDGAR |
| 2024-11-18 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 50,465 (derivative) @ $24.01 · Sale (S): 7,244 (derivative) @ $24.01 · Sale (S): 7,291 (derivative) @ $24.01 | EDGAR |
| 2024-11-08 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 8,664 @ $9.55 · Sale (S): 1,336 @ $9.55 | EDGAR |
| 2024-08-29 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Purchase (P) @ $195,210.60 | EDGAR |
| 2024-08-27 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Purchase (P) @ $132,105.03 | EDGAR |
| 2024-07-03 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Other (J): 64,867 (derivative) · Other (J): 9,302 (derivative) · Other (J): 14,619 (derivative) · Other (J): 405 (derivative) | EDGAR |
| 2024-07-02 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 66,173 @ $8.13 · Sale (S): 8,689 @ $8.13 · Sale (S): 12,666 @ $8.13 · Sale (S): 12,472 @ $8.13 | EDGAR |
| 2024-05-31 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Purchase (P) @ $8,318.50 | EDGAR |
| 2024-03-18 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Purchase (P) @ $122,000 · Purchase (P) @ $6,000 · Purchase (P) @ $406 | EDGAR |
| 2024-03-12 | 4 | KINGSWAY FINANCIAL SERVICES INC (KFS) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Fund, L.P., Stilwell Activist Investments, L.P., Stilwell Value Partners VII, L.P. | Sale (S): 8,691 @ $8.84 · Sale (S): 1,141 @ $8.84 · Sale (S): 1,644 @ $8.84 · Sale (S): 1,619 @ $8.84 · Sale (S): 4,835 @ $8.76 · Sale (S): 635 @ $8.76 · +2 more | EDGAR |
| 2024-03-11 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Purchase (P) @ $55 | EDGAR |
| 2024-02-07 | 4 | Wheeler Real Estate Investment Trust, Inc. (WHLR) jointly with STILWELL JOSEPH, Stilwell Value LLC, Stilwell Activist Investments, L.P., Stilwell Activist Fund, L.P., Stilwell Value Partners VII, L.P. | Conversion (C): 8,408,192 · Conversion (C): 1,209,328 · Conversion (C): 3,334,078 · Conversion (C): 89,586 · Conversion (C): 48,148 (derivative) · Conversion (C): 6,925 (derivative) · +2 more | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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