Every Form 4 that Whitestone (WSR) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WSR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WSR filings page.
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.
Whitestone REIT director Jeffrey Alan Jones reported a disposition of 45,728 Common Shares on July 14, 2026. 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, Jones now beneficially owns 0 shares and, following the company’s delisting and deregistration, will cease to have reporting obligations.
Whitestone REIT director Donald A. Miller disposed of 33,694 common shares on July 14, 2026, receiving $19.00 per share in cash pursuant to an Agreement and Plan of Merger. Each company common share was converted into the right to receive this cash amount. Following the merger, Miller beneficially owns 0 shares and, after Whitestone’s delisting and deregistration, will cease to have SEC reporting obligations.
Whitestone REIT Chief Financial Officer John Scott Hogan reported merger-related transactions in common shares. In connection with the Company Merger, all 395,045 common shares were disposed of to the issuer and converted into the right to receive $19.00 in cash per share, subject to applicable withholding taxes. This total includes 159,540 shares underlying restricted performance share unit awards (TSR Unit Awards) that became fully vested, were cancelled, and were cash-settled based on the $19.00 per share merger consideration and the greater of target or actual performance. Following these actions, Hogan no longer beneficially owns any Whitestone REIT common shares and, after the company’s delisting and deregistration, will cease to have reporting obligations.
Whitestone REIT Chief Executive Officer David K. Holeman reported a disposition of 13,229 common shares on June 30, 2026. These shares were withheld by the company to cover tax obligations arising from the vesting of previously granted restricted units. After this tax-withholding event, Holeman directly holds 818,165 common shares.
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.
Whitestone REIT President and COO Christine J. Mastandrea reported a routine share disposition related to taxes, not an open-market sale. On June 30, 2026, 8,991 common shares were withheld by the company to cover tax obligations tied to the vesting of previously granted restricted units under the 2018 Long-Term Equity Incentive Ownership Plan. After this tax-withholding transaction, she directly holds 472,463 common shares of Whitestone REIT.
Whitestone REIT General Counsel & Secretary Peter Tropoli reported a tax-related share disposition. On June 30, 2026, the company withheld 4,305 common shares at a value of $18.96 per share to cover tax withholding obligations tied to vesting of restricted units under the 2018 Long-Term Equity Incentive Ownership Plan.
After this tax-withholding transaction, Tropoli directly held 179,465 common shares of Whitestone REIT.
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.
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.
Holeman David K reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT CEO David K. Holeman received an equity grant of 24,032 common shares on April 1, 2026. The award was issued at a stated price of $0.00 per share as part of his compensation and is described as restricted common share units under the company’s 2018 Long-Term Equity Incentive Ownership Plan. Following this grant, he directly holds a total of 831,394 common shares.
Hogan John Scott reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT’s Chief Financial Officer, John Scott Hogan, reported an equity award of 14,019 common shares. These were granted as restricted common share units under the company’s 2018 Long-Term Equity Incentive Ownership Plan at no cash cost to him.
Following this grant, Hogan directly holds 242,189 common shares of Whitestone REIT, reflecting his updated ownership position after the award.
Mastandrea Christine J reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT President and COO Christine J. Mastandrea received an equity award of 18,525 restricted common share units on April 1, 2026 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. After this grant, she directly holds 481,454 common shares of Whitestone REIT.
Whitestone REIT General Counsel & Secretary Peter Tropoli received a grant of 13,435 restricted common share units of Whitestone REIT common shares. The award was granted at a price of $0.00 per share under the company’s 2018 Long-Term Equity Incentive Ownership Plan and is recorded as a direct holding.
Following this compensation-related grant, Tropoli’s directly held common shares increased to 183,770. This filing reflects an equity incentive award rather than an open-market purchase or sale and does not involve any derivative exercises or tax-withholding transactions.
Siv Soklin reported acquisition or exercise transactions in this Form 4 filing.
Whitestone REIT VP of Human Resources Siv Soklin received an equity grant of 6,996 common shares as a compensation award. The award was priced at $0.00 per share and represents restricted common share units granted under the company’s 2018 Long-Term Equity Incentive Ownership Plan. Following this grant, Soklin directly holds a total of 105,740 common shares. This is a routine, non‑market transaction that reflects stock-based compensation rather than an open-market purchase or sale.
Whitestone REIT disclosed an insider equity transaction for its Chief Executive Officer and Director, David K. Holeman. On 01/02/2026, he received 87,576 restricted common shares, issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on Whitestone’s #1 peer group ranking for total shareholder return for the period from January 1, 2023 through December 31, 2025.
On the same date, 35,081 common shares were withheld by the company to cover tax withholding obligations, using a per-share value of $13.89 based on the common share closing price on December 31, 2025. After these transactions, Holeman beneficially owns 807,362 common shares, held directly.
Whitestone REIT reported that its President and COO acquired 51,998 restricted common shares on 01/02/2026. These shares were issued at a price of $0 upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan.
The award vested at 200% of the target level because Whitestone REIT achieved a #1 peer group ranking for total shareholder return for the performance period from January 1, 2023 through December 31, 2025. Following this transaction, the officer beneficially owns 462,929 common shares, held directly.
Whitestone REIT reported an insider equity transaction involving its Chief Financial Officer. On 01/02/2026, the CFO received 38,314 restricted common shares at a stated price of $0, issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on the company achieving a #1 peer group ranking for total shareholder return over the performance period from January 1, 2023 through December 31, 2025.
On the same date, 15,529 common shares were withheld by the company to cover tax withholding obligations tied to the vesting, using a per-share value of $13.89 based on the closing sales price on December 31, 2025. After these transactions, the CFO beneficially owned 228,170 common shares, held directly.
Whitestone REIT reported a change in holdings for its General Counsel & Secretary, Peter Tropoli. On 01/02/2026, he acquired 38,314 common shares at $0, representing restricted common shares issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on Whitestone’s #1 peer group ranking for total shareholder return for the performance period from January 1, 2023 through December 31, 2025.
On the same date, 15,455 common shares were disposed of at a value of $13.89 per share, representing shares withheld by the company to satisfy tax withholding obligations related to the vesting. Following these transactions, Tropoli beneficially owns 170,335 common shares, held directly.
Whitestone REIT reported an equity award and related tax share withholding for its VP of Human Resources, Soklin Siv. On 01/02/2026, the officer acquired 24,084 restricted common shares at $0, issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2018 Long-Term Equity Incentive Ownership Plan. These units vested at 200% of target based on the company’s #1 peer group ranking for total shareholder return for the performance period from January 1, 2023 through December 31, 2025.
Also on 01/02/2026, 6,521 common shares were disposed of and withheld by Whitestone REIT to satisfy tax withholding obligations tied to the vesting, using a per-share value of $13.89 based on the closing sales price on December 31, 2025. After these transactions, the officer directly beneficially owned 98,744 common shares of Whitestone REIT.
Whitestone REIT reported an insider equity award for director Donald A. Miller, CFA. On 12/24/2025, he acquired 11,986 common shares of Whitestone REIT at $13.70 per share. The filing states this represents a grant of common shares under the company’s 2018 Long-Term Equity Incentive Ownership Plan. Following this grant, Miller beneficially owns 33,694 common shares, held directly.
Whitestone REIT reported an equity grant to a director. On 12/24/2025, the reporting person received 12,286 common shares of Whitestone REIT at a stated price of $13.70 per share under the company’s 2018 Long-Term Equity Incentive Ownership Plan. After this grant, the director beneficially owned 15,789 common shares held directly.
Whitestone REIT director Julia B. Buthman reported receiving an equity grant of 12,660 common shares on 12/24/2025. The shares were acquired at a price of $13.70 per share and were awarded under the company’s 2018 Long-Term Equity Incentive Ownership Plan. Following this grant, she beneficially owns 31,577 common shares, held directly.
Whitestone REIT disclosed an insider equity grant to a director. On 12/24/2025, the reporting person received 15,282 common shares of Whitestone REIT at a price of $13.70 per share. The filing states this award was granted under the company’s 2018 Long-Term Equity Incentive Ownership Plan, which is used to provide equity-based compensation.
After this transaction, the director beneficially owns 69,507 common shares, held directly. The form notes that the transaction is a grant of shares, not a sale, which increases the director’s direct ownership stake in the company.
Whitestone REIT director reports equity grant of common shares. On 12/24/2025, a director of Whitestone REIT acquired 6,368 common shares at a price of $13.70 per share. The filing states this represents a grant of common shares under the company’s 2018 Long-Term Equity Incentive Ownership Plan, which is a stock-based compensation program. Following this grant, the director beneficially owns 39,478 common shares, held directly.