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Whitestone SEC Filings

WSR NYSE

Welcome to our dedicated page for Whitestone SEC filings (Ticker: WSR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Whitestone REIT’s 10-K can stretch past 250 pages of lease schedules, FFO reconciliations and property-level NOI tables—essential details that aren’t easy to spot when you’re juggling multiple centers across Houston, Dallas-Fort Worth and Phoenix. If you have ever searched for “Whitestone REIT SEC filings explained simply,� you already know the challenge.

Stock Titan solves that problem. Our AI-powered summaries decode every Whitestone REIT annual report 10-K simplified, flag changes in occupancy within each quarterly earnings report 10-Q filing, and push Whitestone REIT Form 4 insider transactions real-time to your dashboard. You’ll also see Whitestone REIT insider trading Form 4 transactions rolled into visual timelines, Whitestone REIT 8-K material events explained within minutes of filing, plus a side-by-side view of the proxy statement executive compensation tables.

Use the platform to:

  • Track Whitestone REIT executive stock transactions Form 4 before lease renewals or acquisitions close.
  • Compare year-over-year rental income using our Whitestone REIT earnings report filing analysis.
  • Stay compliant by understanding Whitestone REIT SEC documents with AI when budgeting cash-flow models.

Whether you need the footnotes behind a capitalization rate shift or just a headline view of Whitestone REIT quarterly earnings report 10-Q filing, every document arrives seconds after EDGAR posts—complete with cross-linked definitions, property maps and historical benchmarks. Stop searching, start interpreting.

Rhea-AI Summary

Whitestone REIT (WSR) â€� Form 4 insider filing

On 30 June 2025, Whitestone REIT’s Vice President of Human Resources, Soklin Siv, reported two equity transactions:

  • Grant (Code A): 8,780 restricted common share units were converted to common shares at $0 cost under the 2018 Long-Term Equity Incentive Plan.
  • Tax withholding (Code F): 4,467 shares were automatically withheld at $12.48 to cover associated taxes.

After these transactions, Siv’s direct ownership stands at 81,181 common shares. There were no open-market purchases or sales; the disposition was solely for tax obligations. The net change is an increase of 4,313 shares, bringing the total market value of Siv’s stake to roughly US$1.0 million at the stated price. The filing is routine compensation-related activity and does not, by itself, signal a change in Whitestone REIT’s operational or financial outlook.

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On 30 June 2025, SANUWAVE Health, Inc. (ticker: SNWV) granted Director Jeffrey Blizard a fully-vested stock option covering 1,574 shares of common stock, as disclosed in a Form 4 filed on 2 July 2025. The option carries an exercise price of $32.86 and an expiration date of 30 June 2030. The transaction was coded â€�A,â€� indicating an issuer-awarded grant rather than an open-market purchase. No non-derivative transactions or additional derivative movements were reported.

Following this grant, Mr. Blizard directly owns 1,574 derivative securities and reported no other holdings in SNWV common stock. Because the options were already fully vested at issuance, they are immediately exercisable, potentially aligning the director’s incentives with shareholder value creation. However, the filing does not specify any accompanying cash outlay or further equity activity.

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On July 1, 2025, Brink's Company (BCO) director Paul G. Boynton acquired 196 deferred stock units through the company's Director Fee Deferral Plan. Each unit is economically equivalent to one common share and was credited at $89.29, the closing price on the final trading day of the quarter. The units will convert to common stock on a one-for-one basis at a future date chosen by the director or upon termination of board service. Following the credit, Boynton now beneficially owns 10,099.95 deferred units. No shares were sold, and the filing reflects routine quarterly compensation rather than a discretionary market transaction; therefore, the impact on Brink's capital structure and public float is immaterial.

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Whitestone REIT (WSR) â€� Form 4 insider filing dated 07/02/2025

Chief Operating Officer Christine J. Mastandrea reported two transactions executed on 06/30/2025:

  • Grant of 23,323 restricted common share units (transaction code A). The award was made at $0 cost under the 2018 Long-Term Equity Incentive Ownership Plan.
  • Withholding of 6,470 common shares (transaction code F) to cover associated tax obligations, valued by the company at $12.48 per share.

After these transactions, Mastandrea’s direct beneficial ownership stands at 410,931 common shares, implying a net increase of 16,853 shares (+4.3%) versus her pre-transaction position.

No derivative securities were reported. Because the acquisition stemmed from an incentive award—not an open-market purchase—the signal is generally regarded as moderately positive; it increases insider alignment but does not reflect discretionary cash outlay. The tax-related share surrender is mechanically neutral.

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Whitestone REIT (WSR) � Form 4 insider filing dated 07/02/2025

Chief Executive Officer and Director David K. Holeman reported two equity transactions on 06/30/2025:

  • Acquisition (Code A): 30,201 restricted common share units were added to his direct holdings at a stated price of $0 under the company’s 2018 Long-Term Equity Incentive Plan.
  • Share withholding (Code F): 12,865 common shares were surrendered at $12.48 per share to cover statutory tax obligations arising from the vesting event.

After the transactions, Holeman’s direct ownership stands at 754,867 common shares, representing a net increase of 17,336 shares (approx. 2.4% relative to his pre-vesting position).

The filing reflects routine equity compensation activity rather than an open-market purchase; nevertheless, the resulting higher ownership marginally strengthens management–shareholder alignment without requiring personal cash investment.

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FAQ

What is the current stock price of Whitestone (WSR)?

The current stock price of Whitestone (WSR) is $12.72 as of July 2, 2025.

What is the market cap of Whitestone (WSR)?

The market cap of Whitestone (WSR) is approximately 620.9M.

What type of assets does Whitestone REIT invest in?

Whitestone REIT invests in high quality retail centers and commercial properties, including office/flex spaces. Its assets are located in diverse, growing metropolitan areas.

How does Whitestone REIT generate its revenue?

The company generates revenue primarily from rental income on long-term leases. It focuses on stable, recurring rental revenues through its diversified portfolio.

What markets does Whitestone REIT operate in?

Whitestone REIT operates in key U.S. markets such as Austin, Chicago, Dallas-Fort Worth, Houston, Phoenix, and San Antonio, targeting culturally diverse and high-growth regions.

How does the company maintain its asset quality?

The company employs a comprehensive asset management strategy that includes proactive leasing, property management, and capital improvements to preserve and enhance asset value.

What distinguishes Whitestone REIT from other REITs?

Whitestone differentiates itself by focusing on community-centric, internet-resistant retail centers that are less vulnerable to digital disruption, coupled with a strategic approach to asset repositioning.

How is the company’s governance structured?

Whitestone REIT emphasizes robust corporate governance and transparency. The board and management work together using data-driven, strategic decision making to enhance long-term value.

What is the core strategy behind Whitestone REIT's business model?

The core strategy involves consolidating quality retail and commercial assets in high-demand markets, ensuring stable rental income through effective management and community-focused tenant relationships.

Is Whitestone REIT affected by digital trends?

Whitestone’s focus on 'internet-resistant' neighborhood and lifestyle centers positions it to better withstand digital retail challenges and maintain enduring value through community engagement.
Whitestone

NYSE:WSR

WSR Rankings

WSR Stock Data

620.93M
44.54M
12.53%
65.72%
0.6%
REIT - Retail
AGÕæÈ˹ٷ½ Estate Investment Trusts
United States
HOUSTON