STOCK TITAN

Whitestone REIT (NYSE: WSR) director corrects holdings after 6,368-share grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

Jones Jeffrey Alan reported acquisition or exercise transactions in this Form 4 filing.

Whitestone REIT director Jeffrey Alan Jones received a grant of 6,368 Common Shares on December 24, 2025 at $13.70 per share under the company’s 2018 Long-Term Equity Incentive Ownership Plan. After this grant, he directly owned 45,728 Common Shares.

This Form 4 amendment corrects a prior filing that had mistakenly shown his direct ownership as 39,478 Common Shares. The footnote explains that the corrected ownership figure is already reflected in the original Form 4 filed on December 29, 2025, making the information here duplicative.

Positive

  • None.

Negative

  • None.
Insider Jones Jeffrey Alan
Role null
Type Security Shares Price Value
Grant/Award Common Shares 6,368 $13.70 $87K
Holdings After Transaction: Common Shares — 45,728 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares granted 6,368 shares Common Shares granted on December 24, 2025
Grant price $13.70 per share Value used for the equity award
Shares owned after grant 45,728 shares Direct Common Share holdings following the grant
Previously reported holdings 39,478 shares Incorrect post-grant ownership from prior Form 4
Transaction code A Grant, award, or other acquisition of non-derivative Common Shares
Form 4 regulatory
"the Reporting Person filed a Form 4 which inadvertently reported"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Form 4 amendment regulatory
"as reported in this amendment, the Reporting Person directly owned"
2018 Long-Term Equity Incentive Ownership Plan financial
"grant of 6,368 Common Shares to the Reporting Person pursuant to the Issuer's 2018 Long-Term Equity Incentive Ownership Plan"
Common Shares financial
"following the grant of 6,368 Common Shares to the Reporting Person"
Common shares are the basic units of ownership in a company that give holders a claim on profits and a right to vote on key matters, like electing the board. Think of them as membership cards in a club: they let you share in successes and losses, but in a bankruptcy or liquidation they are paid after creditors and preferred shareholders, so their value can swing more and matters for assessing risk and potential return.
Grant, award, or other acquisition regulatory
"transaction code description: Grant, award, or other acquisition"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Jones Jeffrey Alan

(Last)(First)(Middle)
2600 SOUTH GESSNER
SUITE 500

(Street)
HOUSTON TEXAS 77063

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Whitestone REIT [ WSR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
12/24/2025
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)
12/29/2025
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Shares12/24/2025A6,368A$13.745,728(1)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. On December 29, 2025, the Reporting Person filed a Form 4 which inadvertently reported that, following the grant of 6,368 Common Shares to the Reporting Person pursuant to the Issuer's 2018 Long-Term Equity Incentive Ownership Plan, the Reporting Person directly owned 39,478 Common Shares. In fact, as reported in this amendment, the Reporting Person directly owned 45,728 Common Shares. It should be noted that this information is duplicative of the information reported in the original Form 4 filed for the Reporting Person on December 29, 2025.
/s/ John S. Hogan, Attorney-in Fact for Jeffrey Alan Jones04/30/2026
** Signature of Reporting PersonDate
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 4 (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 4: SEC 1474 (03-26)

FAQ

What insider transaction did Whitestone REIT (WSR) report for Jeffrey Alan Jones?

Whitestone REIT reported that director Jeffrey Alan Jones received a grant of 6,368 Common Shares. The grant occurred on December 24, 2025 as part of the company’s 2018 Long-Term Equity Incentive Ownership Plan and represents equity compensation rather than an open-market purchase.

At what price were the Whitestone REIT (WSR) shares granted to Jeffrey Alan Jones?

The 6,368 Common Shares were granted at $13.70 per share. This price is the value used for the equity award on December 24, 2025 and helps quantify the size of the compensation grant reported in the Form 4 amendment.

How many Whitestone REIT (WSR) shares does Jeffrey Alan Jones own after the grant?

Following the grant, Jeffrey Alan Jones directly owned 45,728 Common Shares. The amendment clarifies that a prior Form 4 had incorrectly reported his direct holdings as 39,478 shares, and this filing corrects that ownership figure.

Was the Whitestone REIT (WSR) transaction an open-market buy or a compensation award?

The transaction was a compensation-related share grant, not an open-market purchase. The Form 4 uses code “A” for grant, award, or other acquisition, and describes the 6,368 Common Shares as issued under the 2018 Long-Term Equity Incentive Ownership Plan.

Why did Whitestone REIT (WSR) file an amended Form 4 for Jeffrey Alan Jones?

The amended Form 4 corrects an error in Jones’s reported share ownership. A previous filing mistakenly showed 39,478 Common Shares after the grant, while this amendment clarifies the accurate direct holding is 45,728 Common Shares following the December 24, 2025 award.

Does the Whitestone REIT (WSR) Form 4/A change any previously reported grant details?

The amendment does not change the 6,368-share grant itself, only the post-grant holdings. The footnote explains that the ownership figure is corrected to 45,728 Common Shares and notes the information is duplicative of the original December 29, 2025 Form 4.