Whitestone REIT director exits in $19 cash merger
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.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
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.
Insider Trade Summary
Disposition: 69,507 shares
Disposition
1 txn
Insider
Feng Amy Shih-Hua
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Disposition | Common Shares F1 | 69,507 | $19.00 | $1.32M |
Holdings After Transaction:
Common Shares — 0 shares (Direct)
Footnotes (1)
- F1. Pursuant to the Agreement and Plan of Merger, dated as of April 8, 2026 (the "Merger Agreement"), by and among Whitestone REIT (the "Company"), Whitestone REIT Operating Partnership, L.P., AREG Wizard Parent LP, AREG Wizard Intermediate LP, and AREG Wizard Operating Partnership LP, each common share of beneficial interest, par value $0.001 per share, of the Company (each, a "Company Common Share"), was converted into the right to receive $19.00 in cash payment (without interest and subject to any applicable withholding taxes). As a result of the Company Merger (as defined in the Merger Agreement), Reporting Person no longer beneficially owns, directly or indirectly, any Company Common Shares, and after giving effect to the Company's delisting and deregistration, will cease to have reporting obligations.
Key Figures
Shares disposed: 69,507 common shares
Cash consideration per share: $19.00
Shares held after transaction: 0 common shares
+2 more
5 metrics
Shares disposed
69,507 common shares
Non-derivative disposition to issuer on July 14, 2026 by director Feng Amy Shih-Hua
Cash consideration per share
$19.00
Each common share converted into the right to receive $19.00 in cash under the merger agreement
Shares held after transaction
0 common shares
Reporting person no longer beneficially owns any Whitestone REIT common shares following the merger-related disposition
Merger agreement date
April 8, 2026
Date of the Agreement and Plan of Merger governing the cash conversion of Whitestone REIT common shares
Par value per share
$0.001
Par value of each Whitestone REIT common share of beneficial interest
Key Terms
Agreement and Plan of Merger, par value, delisting and deregistration, beneficially owns
4 terms
Agreement and Plan of Merger regulatory
"Pursuant to the Agreement and Plan of Merger, dated as of April 8, 2026"
An Agreement and Plan of Merger is a formal document where two companies agree to combine into one, outlining how the process will happen. It’s like a step-by-step plan for merging, and it matters because it shows both sides have agreed on the details before the official transition takes place.
par value financial
"each common share of beneficial interest, par value $0.001 per share"
Par value is the fixed amount printed on a bond or stock that represents its original value when issued. It’s like the face value of a coin or bill—what the issuer promises to pay back or the starting price of a stock—though it often doesn’t change with market prices. It matters because it helps determine certain financial details, like how much the company will pay back at maturity.
delisting and deregistration regulatory
"after giving effect to the Company's delisting and deregistration, will cease to have reporting obligations"
beneficially owns financial
"Reporting Person no longer beneficially owns, directly or indirectly, any Company Common Shares"
Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Feng Amy Shih-Hua report for Whitestone REIT (WSR)?
Feng Amy Shih-Hua reported a disposition of 69,507 common shares of Whitestone REIT on July 14, 2026. The shares were transferred to the issuer at $19.00 per share pursuant to a merger, leaving her with zero beneficial ownership of the company’s common shares.
What is the Agreement and Plan of Merger mentioned for Whitestone REIT (WSR)?
The filing references an Agreement and Plan of Merger dated April 8, 2026 among Whitestone REIT, its operating partnership, and several AREG Wizard entities. Under this merger agreement, each common share of Whitestone REIT was converted into the right to receive $19.00 in cash.
How will Whitestone REIT (WSR) delisting and deregistration affect this insider’s reporting?
The footnote explains that after Whitestone REIT’s delisting and deregistration, Feng Amy Shih-Hua will cease to have reporting obligations. This follows the merger in which each common share was converted into a $19.00 cash right, leaving her with no remaining beneficial ownership.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates