[Form 4] Whitestone REIT Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Whitestone REIT’s Chief Financial Officer, John Scott Hogan, reported a routine tax-related share withholding. On the vesting of certain restricted units granted under the company’s 2018 Long-Term Equity Incentive Ownership Plan, the company withheld 6,684 common shares to satisfy his tax withholding obligations.
The company assigned a per-share value of $18.96 to these withheld shares, based on the closing sales price of Whitestone REIT common shares on June 30, 2026. After this tax-withholding disposition, Hogan directly holds 235,505 common shares of Whitestone REIT.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Hogan John Scott
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Shares | 6,684 | $18.96 | $127K |
Holdings After Transaction:
Common Shares — 235,505 shares (Direct, null)
Footnotes (1)
- Represents common shares withheld by the Company to satisfy tax withholding obligations in connection with the vesting of certain restricted units previously granted pursuant to the Company's 2018 Long-Term Equity Incentive Ownership Plan. Per Share value assigned by the Company to the tax withholding shares based on the closing sales price of the common shares on June 30, 2026.
Key Figures
Shares withheld for taxes: 6,684 shares
Per-share tax value: $18.96 per share
Shares held after transaction: 235,505 shares
3 metrics
Shares withheld for taxes
6,684 shares
Common shares withheld to satisfy tax obligations on vested restricted units
Per-share tax value
$18.96 per share
Value assigned based on closing price on June 30, 2026
Shares held after transaction
235,505 shares
Whitestone REIT common shares directly owned by CFO after withholding
Key Terms
tax withholding obligations, restricted units, 2018 Long-Term Equity Incentive Ownership Plan
3 terms
tax withholding obligations financial
"to satisfy tax withholding obligations in connection with the vesting of certain restricted units"
restricted units financial
"in connection with the vesting of certain restricted units previously granted"
2018 Long-Term Equity Incentive Ownership Plan financial
"previously granted pursuant to the Company's 2018 Long-Term Equity Incentive Ownership Plan"
FAQ
What insider transaction did Whitestone REIT (WSR) disclose for its CFO?
Whitestone REIT’s CFO, John Scott Hogan, reported a tax-withholding disposition where the company withheld 6,684 common shares to cover tax obligations from vested restricted units, rather than an open-market sale, leaving him with 235,505 common shares held directly afterward.
Was the Whitestone REIT (WSR) CFO’s Form 4 transaction an open-market sale?
No, the transaction was not an open-market sale. It was a tax-withholding disposition where Whitestone REIT withheld 6,684 common shares from CFO John Scott Hogan to satisfy tax obligations tied to vesting restricted units granted under the 2018 long-term incentive plan.