[Form 4] Whitestone REIT Insider Trading Activity
Whitestone REIT (WSR) 鈥� 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鈥檚 2018 Long-Term Equity Incentive Plan.
- Share withholding (Code F): 12,865 common shares were surrendered at $12.48 per share to cover statutory tax obligations arising from the vesting event.
After the transactions, Holeman鈥檚 direct ownership stands at 754,867 common shares, representing a net increase of 17,336 shares (approx. 2.4% relative to his pre-vesting position).
The filing reflects routine equity compensation activity rather than an open-market purchase; nevertheless, the resulting higher ownership marginally strengthens management鈥搒hareholder alignment without requiring personal cash investment.
Whitestone REIT (WSR) 鈥� Comunicazione insider Form 4 datata 02/07/2025
Il CEO e Direttore David K. Holeman ha riportato due operazioni azionarie effettuate il 30/06/2025:
- Acquisizione (Codice A): 30.201 unit脿 di azioni comuni vincolate sono state aggiunte alle sue partecipazioni dirette a un prezzo nominale di 0$ nell鈥檃mbito del Piano Incentivi Azionari a Lungo Termine 2018 della societ脿.
- Ritenuta azionaria (Codice F): 12.865 azioni comuni sono state consegnate a 12,48$ per azione per coprire le obbligazioni fiscali derivanti dall鈥檈vento di maturazione.
Dopo queste operazioni, la propriet脿 diretta di Holeman ammonta a 754.867 azioni comuni, con un incremento netto di 17.336 azioni (circa il 2,4% rispetto alla sua posizione precedente alla maturazione).
La comunicazione riflette un鈥檃ttivit脿 di compensazione azionaria di routine piuttosto che un acquisto sul mercato aperto; tuttavia, l鈥檃umento della propriet脿 rafforza leggermente l鈥檃llineamento tra management e azionisti senza richiedere un investimento personale in contanti.
Whitestone REIT (WSR) 鈥� Presentaci贸n insider Formulario 4 fechada 02/07/2025
El Director Ejecutivo y Director David K. Holeman report贸 dos transacciones de acciones el 30/06/2025:
- Adquisici贸n (C贸digo A): 30,201 unidades restringidas de acciones comunes se a帽adieron a sus participaciones directas a un precio declarado de $0 bajo el Plan de Incentivos de Capital a Largo Plazo 2018 de la compa帽铆a.
- Retenci贸n de acciones (C贸digo F): 12,865 acciones comunes fueron entregadas a $12.48 por acci贸n para cubrir obligaciones fiscales legales derivadas del evento de consolidaci贸n.
Despu茅s de las transacciones, la propiedad directa de Holeman es de 754,867 acciones comunes, representando un aumento neto de 17,336 acciones (aproximadamente un 2.4% respecto a su posici贸n antes de la consolidaci贸n).
La presentaci贸n refleja una actividad rutinaria de compensaci贸n accionaria m谩s que una compra en el mercado abierto; no obstante, la mayor propiedad fortalece ligeramente la alineaci贸n entre la gerencia y los accionistas sin requerir inversi贸n personal en efectivo.
Whitestone REIT (WSR) 鈥� 2025雲� 7鞗� 2鞚检瀽 Form 4 雮措秬鞛� 鞁犼碃
斓滉碃瓴届榿鞛� 瓴� 鞚挫偓鞚� David K. Holeman鞚� 2025雲� 6鞗� 30鞚� 霊� 瓯挫潣 欤检嫕 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟:
- 旆摑 (旖旊摐 A): 須岇偓鞚� 2018雲� 鞛リ赴 欤检嫕 鞚胳劶韹半笇 瓿勴殟鞐� 霐半澕 30,201欤检潣 鞝滍暅霅� 氤错喌欤� 雼渼毳� 氇呺臧� $0鞐� 歆侅爲 氤挫湢 欤检嫕鞐� 於旉皜頄堨姷雼堧嫟.
- 欤检嫕 鞗愳矞歆曥垬 (旖旊摐 F): 旆摑 鞚措菠韸鸽 氚滌儩頃� 氩曥爼 靹戈笀 鞚橂毳� 於╇嫻頃橁赴 鞙勴暣 12,865欤检潣 氤错喌欤茧ゼ 欤茧嫻 $12.48鞐� 氚橂偐頄堨姷雼堧嫟.
瓯半灅 頉� Holeman鞚� 歆侅爲 氤挫湢 欤检嫕鞚� 754,867欤�搿�, 旆摑 鞝� 氤挫湢 雽�牍� 鞎� 2.4% 歃濌皜頃� 17,336欤缄皜 靾滌臧�頄堨姷雼堧嫟.
鞚措矆 鞁犼碃電� 瓿店皽 鞁滌灔鞐愳劀鞚� 毵れ垬臧� 鞎勲媽 鞚检儊鞝侅澑 欤检嫕 氤挫儊 頇滊彊鞚� 氚橃榿頃橂┌, 臧滌澑 順勱笀 韴瀽 鞐嗢澊霃� 瓴届榿歆勱臣 欤检＜ 臧勳潣 鞝曤牞鞚� 雼れ唽 臧曧檾頃╇媹雼�.
Whitestone REIT (WSR) 鈥� D茅claration d鈥檌niti茅 Formulaire 4 dat茅e du 02/07/2025
Le Directeur G茅n茅ral et Administrateur David K. Holeman a d茅clar茅 deux transactions sur actions le 30/06/2025 :
- Acquisition (Code A) : 30 201 unit茅s d鈥檃ctions ordinaires restreintes ont 茅t茅 ajout茅es 脿 ses avoirs directs 脿 un prix d茅clar茅 de 0$ dans le cadre du Plan d鈥橧ncitation 脿 Long Terme en Actions de 2018 de la soci茅t茅.
- Retenue d鈥檃ctions (Code F) : 12 865 actions ordinaires ont 茅t茅 remises au prix de 12,48$ par action pour couvrir les obligations fiscales l茅gales r茅sultant de l鈥櫭﹙茅nement d鈥檃cquisition.
Apr猫s ces transactions, la d茅tention directe de Holeman s鈥櫭﹍猫ve 脿 754 867 actions ordinaires, soit une augmentation nette de 17 336 actions (environ 2,4 % par rapport 脿 sa position avant l鈥檃cquisition).
La d茅claration refl猫te une activit茅 de r茅mun茅ration en actions de routine plut么t qu鈥檜n achat sur le march茅 libre ; n茅anmoins, cette augmentation de d茅tention renforce l茅g猫rement l鈥檃lignement entre la direction et les actionnaires sans n茅cessiter d鈥檌nvestissement personnel en liquidit茅s.
Whitestone REIT (WSR) 鈥� Insider-Meldung Form 4 vom 02.07.2025
Chief Executive Officer und Direktor David K. Holeman meldete zwei Aktiengesch盲fte am 30.06.2025:
- Erwerb (Code A): 30.201 eingeschr盲nkte Stammaktieneinheiten wurden zu einem angegebenen Preis von 0$ gem盲脽 dem Langfristigen Aktienanreizplan 2018 des Unternehmens zu seinem direkten Bestand hinzugef眉gt.
- Aktienr眉ckbehalt (Code F): 12.865 Stammaktien wurden zu 12,48$ pro Aktie abgegeben, um gesetzliche Steuerverpflichtungen aus dem Vesting-Ereignis zu decken.
Nach den Transaktionen h盲lt Holeman direkt 754.867 Stammaktien, was einer Nettozunahme von 17.336 Aktien entspricht (ca. 2,4 % im Vergleich zu seiner Position vor dem Vesting).
Die Meldung spiegelt eine routinem盲脽ige Aktienverg眉tungsaktivit盲t wider und keinen Kauf am offenen Markt; dennoch st盲rkt die erh枚hte Beteiligung die Ausrichtung zwischen Management und Aktion盲ren geringf眉gig, ohne dass eine pers枚nliche Barinvestition erforderlich ist.
- Net increase of 17,336 shares raises the CEO鈥檚 direct stake to 754,867, enhancing alignment with shareholders.
- No open-market purchase; shares were granted at no cost under an incentive plan, limiting the strength of insider-confidence signals.
Insights
TL;DR: CEO gains 17k shares via vesting; tax-withheld shares reduce net; no cash outlay鈥攕ignal neutral, modest alignment benefit.
Impact assessment: Not impactful. The acquisition stems from a scheduled RSU vesting under the 2018 plan, so it does not convey a discretionary bullish view. The net increase of 17,336 shares (to 754,867) slightly improves ownership alignment but represents routine compensation rather than capital deployment. The share surrender for taxes (Code F) is standard and cash-less. Investors should view the filing as neutral to mildly positive for governance, with no immediate valuation implications.
Whitestone REIT (WSR) 鈥� Comunicazione insider Form 4 datata 02/07/2025
Il CEO e Direttore David K. Holeman ha riportato due operazioni azionarie effettuate il 30/06/2025:
- Acquisizione (Codice A): 30.201 unit脿 di azioni comuni vincolate sono state aggiunte alle sue partecipazioni dirette a un prezzo nominale di 0$ nell鈥檃mbito del Piano Incentivi Azionari a Lungo Termine 2018 della societ脿.
- Ritenuta azionaria (Codice F): 12.865 azioni comuni sono state consegnate a 12,48$ per azione per coprire le obbligazioni fiscali derivanti dall鈥檈vento di maturazione.
Dopo queste operazioni, la propriet脿 diretta di Holeman ammonta a 754.867 azioni comuni, con un incremento netto di 17.336 azioni (circa il 2,4% rispetto alla sua posizione precedente alla maturazione).
La comunicazione riflette un鈥檃ttivit脿 di compensazione azionaria di routine piuttosto che un acquisto sul mercato aperto; tuttavia, l鈥檃umento della propriet脿 rafforza leggermente l鈥檃llineamento tra management e azionisti senza richiedere un investimento personale in contanti.
Whitestone REIT (WSR) 鈥� Presentaci贸n insider Formulario 4 fechada 02/07/2025
El Director Ejecutivo y Director David K. Holeman report贸 dos transacciones de acciones el 30/06/2025:
- Adquisici贸n (C贸digo A): 30,201 unidades restringidas de acciones comunes se a帽adieron a sus participaciones directas a un precio declarado de $0 bajo el Plan de Incentivos de Capital a Largo Plazo 2018 de la compa帽铆a.
- Retenci贸n de acciones (C贸digo F): 12,865 acciones comunes fueron entregadas a $12.48 por acci贸n para cubrir obligaciones fiscales legales derivadas del evento de consolidaci贸n.
Despu茅s de las transacciones, la propiedad directa de Holeman es de 754,867 acciones comunes, representando un aumento neto de 17,336 acciones (aproximadamente un 2.4% respecto a su posici贸n antes de la consolidaci贸n).
La presentaci贸n refleja una actividad rutinaria de compensaci贸n accionaria m谩s que una compra en el mercado abierto; no obstante, la mayor propiedad fortalece ligeramente la alineaci贸n entre la gerencia y los accionistas sin requerir inversi贸n personal en efectivo.
Whitestone REIT (WSR) 鈥� 2025雲� 7鞗� 2鞚检瀽 Form 4 雮措秬鞛� 鞁犼碃
斓滉碃瓴届榿鞛� 瓴� 鞚挫偓鞚� David K. Holeman鞚� 2025雲� 6鞗� 30鞚� 霊� 瓯挫潣 欤检嫕 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟:
- 旆摑 (旖旊摐 A): 須岇偓鞚� 2018雲� 鞛リ赴 欤检嫕 鞚胳劶韹半笇 瓿勴殟鞐� 霐半澕 30,201欤检潣 鞝滍暅霅� 氤错喌欤� 雼渼毳� 氇呺臧� $0鞐� 歆侅爲 氤挫湢 欤检嫕鞐� 於旉皜頄堨姷雼堧嫟.
- 欤检嫕 鞗愳矞歆曥垬 (旖旊摐 F): 旆摑 鞚措菠韸鸽 氚滌儩頃� 氩曥爼 靹戈笀 鞚橂毳� 於╇嫻頃橁赴 鞙勴暣 12,865欤检潣 氤错喌欤茧ゼ 欤茧嫻 $12.48鞐� 氚橂偐頄堨姷雼堧嫟.
瓯半灅 頉� Holeman鞚� 歆侅爲 氤挫湢 欤检嫕鞚� 754,867欤�搿�, 旆摑 鞝� 氤挫湢 雽�牍� 鞎� 2.4% 歃濌皜頃� 17,336欤缄皜 靾滌臧�頄堨姷雼堧嫟.
鞚措矆 鞁犼碃電� 瓿店皽 鞁滌灔鞐愳劀鞚� 毵れ垬臧� 鞎勲媽 鞚检儊鞝侅澑 欤检嫕 氤挫儊 頇滊彊鞚� 氚橃榿頃橂┌, 臧滌澑 順勱笀 韴瀽 鞐嗢澊霃� 瓴届榿歆勱臣 欤检＜ 臧勳潣 鞝曤牞鞚� 雼れ唽 臧曧檾頃╇媹雼�.
Whitestone REIT (WSR) 鈥� D茅claration d鈥檌niti茅 Formulaire 4 dat茅e du 02/07/2025
Le Directeur G茅n茅ral et Administrateur David K. Holeman a d茅clar茅 deux transactions sur actions le 30/06/2025 :
- Acquisition (Code A) : 30 201 unit茅s d鈥檃ctions ordinaires restreintes ont 茅t茅 ajout茅es 脿 ses avoirs directs 脿 un prix d茅clar茅 de 0$ dans le cadre du Plan d鈥橧ncitation 脿 Long Terme en Actions de 2018 de la soci茅t茅.
- Retenue d鈥檃ctions (Code F) : 12 865 actions ordinaires ont 茅t茅 remises au prix de 12,48$ par action pour couvrir les obligations fiscales l茅gales r茅sultant de l鈥櫭﹙茅nement d鈥檃cquisition.
Apr猫s ces transactions, la d茅tention directe de Holeman s鈥櫭﹍猫ve 脿 754 867 actions ordinaires, soit une augmentation nette de 17 336 actions (environ 2,4 % par rapport 脿 sa position avant l鈥檃cquisition).
La d茅claration refl猫te une activit茅 de r茅mun茅ration en actions de routine plut么t qu鈥檜n achat sur le march茅 libre ; n茅anmoins, cette augmentation de d茅tention renforce l茅g猫rement l鈥檃lignement entre la direction et les actionnaires sans n茅cessiter d鈥檌nvestissement personnel en liquidit茅s.
Whitestone REIT (WSR) 鈥� Insider-Meldung Form 4 vom 02.07.2025
Chief Executive Officer und Direktor David K. Holeman meldete zwei Aktiengesch盲fte am 30.06.2025:
- Erwerb (Code A): 30.201 eingeschr盲nkte Stammaktieneinheiten wurden zu einem angegebenen Preis von 0$ gem盲脽 dem Langfristigen Aktienanreizplan 2018 des Unternehmens zu seinem direkten Bestand hinzugef眉gt.
- Aktienr眉ckbehalt (Code F): 12.865 Stammaktien wurden zu 12,48$ pro Aktie abgegeben, um gesetzliche Steuerverpflichtungen aus dem Vesting-Ereignis zu decken.
Nach den Transaktionen h盲lt Holeman direkt 754.867 Stammaktien, was einer Nettozunahme von 17.336 Aktien entspricht (ca. 2,4 % im Vergleich zu seiner Position vor dem Vesting).
Die Meldung spiegelt eine routinem盲脽ige Aktienverg眉tungsaktivit盲t wider und keinen Kauf am offenen Markt; dennoch st盲rkt die erh枚hte Beteiligung die Ausrichtung zwischen Management und Aktion盲ren geringf眉gig, ohne dass eine pers枚nliche Barinvestition erforderlich ist.
FAQ
How many Whitestone REIT shares did CEO David K. Holeman acquire?
What price was assigned to the acquired RSU shares?
How many shares were withheld for taxes?
What is the CEO鈥檚 total direct ownership after the transactions?
Does the Form 4 indicate an open-market purchase by the CEO?
