Whitestone REIT filings document the regulatory record for a Maryland real estate investment trust with common shares listed on the NYSE and operations conducted through Whitestone REIT Operating Partnership, L.P. Its 8-K reports furnish operating results, quarterly supplemental financial packages, REIT performance measures, dividend declarations, and distribution policy changes.
The filing record also covers capital-structure and financing matters, including an unsecured credit facility, interest-rate swap arrangements, an at-the-market common share program under a shelf registration statement, and a common share repurchase authorization. Other disclosures address material definitive agreements, Regulation FD communications, shareholder solicitation and voting matters, governance topics, and exhibits tied to Whitestone’s open-air retail center portfolio.
Whitestone REIT Chief Executive Officer David K. Holeman reported merger-related share transactions. Under an Agreement and Plan of Merger dated April 8, 2026, each Company Common Share was converted into the right to receive $19.00 in cash.
Holeman disposed of 1,164,103 common shares to the issuer in the merger and no longer beneficially owns any Whitestone REIT shares. This total includes 345,938 shares relating to vested TSR Unit Awards that were cancelled and paid out in cash. Following the company’s delisting and deregistration, he will cease to have reporting obligations.
Whitestone REIT director Julia Bruns Buthman reported a disposition to the issuer of 31,577 common shares on July 14, 2026 at $19.00 per share in connection with a merger under an Agreement and Plan of Merger. Following this cash conversion, she holds 0 shares and, after the company’s delisting and deregistration, will cease to have reporting obligations.
Whitestone REIT’s General Counsel & Secretary Peter Tropoli reported merger-related equity settlements on July 14, 2026. In connection with the Company Merger, 330,589 common shares were converted into the right to receive $19.00 in cash per share, including 151,124 shares from vested TSR unit awards. As a result of the merger, Tropoli no longer beneficially owns any Whitestone REIT common shares and, after delisting and deregistration, will cease to have reporting obligations.
Whitestone REIT President and COO Christine J. Mastandrea reported equity transactions tied to a merger in which each common share was converted into $19.00 in cash. A total of 718,873 common shares, including 246,410 from vested TSR Unit Awards, were disposed to the issuer, leaving her with no Whitestone REIT shares and ending her reporting obligations after the company’s delisting and deregistration.
Whitestone REIT director Feng Amy Shih-Hua reported a disposition of 69,507 common shares on July 14, 2026 in a transaction to the issuer at $19.00 per share under an Agreement and Plan of Merger. Each common share was converted into the right to receive $19.00 in cash. As a result, she no longer beneficially owns any Whitestone shares, and after the company’s delisting and deregistration she will cease to have reporting obligations.
On July 14, 2026, Whitestone REIT VP of Human Resources Siv Soklin reported transactions related to a merger under which each common share was converted into the right to receive $19.00 in cash. In total, 168,104 common shares were disposed to the issuer, leaving no remaining holdings.
This total includes 64,688 shares tied to restricted performance share unit awards that became fully vested, were cancelled, and were converted into a cash right based on the same $19.00 per‑share merger consideration. As a result of the Company Merger, Soklin no longer beneficially owns any Whitestone REIT common shares and, following the company’s delisting and deregistration, will cease to have reporting obligations.
Whitestone REIT director Kristian M. Gathright disposed of 15,789 Common Shares in a transaction coded as a disposition to the issuer. Under an Agreement and Plan of Merger dated April 8, 2026, each Company Common Share was converted into the right to receive $19.00 in cash.
As a result of the merger, Gathright no longer beneficially owns any Whitestone REIT common shares, with 0 shares reported following the transaction. After the company’s delisting and deregistration, he will cease to have SEC reporting obligations.