STOCK TITAN

Whitestone REIT (NYSE: WSR) VP has 2,324 shares withheld for taxes

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

Rhea-AI Filing Summary

Whitestone REIT VP of Human Resources Siv Soklin reported a routine tax withholding transaction, not an open-market trade. The company withheld 2,324 common shares to cover tax obligations tied to vesting of restricted units under its 2018 long-term equity plan, valuing the shares at $18.96 each based on the June 30, 2026 closing price. After this withholding, Soklin directly owns 103,416 common shares.

Positive

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Negative

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Insider Siv Soklin
Role VP of Human Resources
Type Security Shares Price Value
Tax Withholding Common Shares 2,324 $18.96 $44K
Holdings After Transaction: Common Shares — 103,416 shares (Direct, null)
Footnotes (1)
  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.
Shares withheld for taxes 2,324 shares Common shares withheld to satisfy tax obligations on vesting
Per-share tax value $18.96 per share Value based on June 30, 2026 closing sales price
Shares owned after transaction 103,416 shares Direct common share ownership following tax withholding
restricted units financial
"in connection with the vesting of certain restricted units previously granted"
tax withholding obligations financial
"withheld by the Company to satisfy tax withholding obligations in connection with the vesting"
2018 Long-Term Equity Incentive Ownership Plan financial
"previously granted pursuant to the Company's 2018 Long-Term Equity Incentive Ownership Plan"
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Learn about SEC filing dates
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*
Siv Soklin

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
VP of Human Resources
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026
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)

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 Shares06/30/2026F2,324(1)D$18.96(2)103,416D
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. 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.
2. 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.
/s/ John Scott Hogan Attorney-in Fact for Soklin Siv07/02/2026
** 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 did Whitestone REIT (WSR) VP Siv Soklin report in this Form 4?

Siv Soklin reported a tax-related share withholding, not a market trade. The company withheld 2,324 common shares to satisfy tax obligations from vesting restricted units, a standard equity compensation event, leaving Soklin with 103,416 directly owned common shares afterward.

Was the Whitestone REIT (WSR) Form 4 a stock sale by the VP?

No, the Form 4 does not show an open-market sale. It records 2,324 common shares withheld by the company to pay taxes on vesting restricted units, a non-discretionary tax-withholding disposition commonly used in equity compensation programs.

How many Whitestone REIT (WSR) shares were withheld for taxes in this filing?

The company withheld 2,324 common shares from Siv Soklin. These shares covered tax withholding obligations tied to restricted units vesting, with a per-share value of $18.96 based on Whitestone REIT’s June 30, 2026 closing share price.

How many Whitestone REIT (WSR) shares does Siv Soklin own after the transaction?

Following the tax withholding, Siv Soklin directly owns 103,416 common shares. This figure reflects ownership after 2,324 shares were retained by the company to satisfy tax obligations related to the vesting of restricted stock units.

How was the value of the withheld Whitestone REIT (WSR) shares determined?

The per-share value of $18.96 was assigned using the June 30, 2026 closing sales price. This price was applied to the 2,324 withheld common shares to calculate the value used to satisfy Soklin’s tax withholding obligations on vested restricted units.