{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-303327","form_type":"8-K","ticker":"WSR","cik":"0001175535","company_name":"Whitestone REIT","filed_at":"2026-07-14T20:53:30+00:00","discovered_at":"2026-07-14T20:55:04.445616+00:00","generated_at":"2026-07-14T20:55:08.938418+00:00","sec_items":["1.02","2.01","3.01","3.03","5.01","5.03","5.02","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"confidence":"high","headline":"Ares completes $1.7B all-cash acquisition of Whitestone REIT at $19.00/share","bullets":["Ares Management (NYSE: ARES) acquired Whitestone REIT for $19.00 per share/unit in an all-cash transaction valued at ~$1.7B.","Whitestone's 54 retail properties (~4.8M sq ft) in Phoenix, Austin, Dallas-Fort Worth, Houston, and San Antonio added to Ares portfolio.","Whitestone common shares delisted from NYSE; trading suspended July 14, 2026; company will deregister under Exchange Act.","All Whitestone directors (Feng, Buthman, Gathright, Holeman, Jones, Miller) resigned; officers of Merger Sub became surviving company officers.","Whitestone's A&R Credit Agreement, Nationwide Loan, and Notes repaid and terminated upon closing."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-303327","json":"https://secwatch.observer/filing/0001193125-26-303327.json","markdown":"https://secwatch.observer/filing/0001193125-26-303327.md","text":"https://secwatch.observer/filing/0001193125-26-303327.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/0001193125-26-303327-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/d116879d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-14T20:55:08.938418+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0839efb8ee","claim":"Kristian M. Gathright resigned as Trustee at Whitestone REIT.","evidence_excerpt":"Pursuant to the terms of the Merger Agreement, as of the Company Merger Effective Time, Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, and Donald A. Miller ceased serving as members of the Company’s board of trustees and each committee thereof.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/0001193125-26-303327-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Trustee"}],"fact_type":"executive_change"},{"claim_id":"1c3cffa786","claim":"Amy S. Feng resigned as Trustee at Whitestone REIT.","evidence_excerpt":"Pursuant to the terms of the Merger Agreement, as of the Company Merger Effective Time, Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, and Donald A. Miller ceased serving as members of the Company’s board of trustees and each committee thereof.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/0001193125-26-303327-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Trustee"}],"fact_type":"executive_change"},{"claim_id":"5b894a9da0","claim":"Julia B. Buthman resigned as Trustee at Whitestone REIT.","evidence_excerpt":"Pursuant to the terms of the Merger Agreement, as of the Company Merger Effective Time, Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, and Donald A. Miller ceased serving as members of the Company’s board of trustees and each committee thereof.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/0001193125-26-303327-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Trustee"}],"fact_type":"executive_change"},{"claim_id":"8f43f7f771","claim":"David K. Holeman resigned as Trustee at Whitestone REIT.","evidence_excerpt":"Pursuant to the terms of the Merger Agreement, as of the Company Merger Effective Time, Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, and Donald A. Miller ceased serving as members of the Company’s board of trustees and each committee thereof.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/0001193125-26-303327-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Trustee"}],"fact_type":"executive_change"},{"claim_id":"d0347c309d","claim":"Jeffrey A. Jones resigned as Trustee at Whitestone REIT.","evidence_excerpt":"Pursuant to the terms of the Merger Agreement, as of the Company Merger Effective Time, Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, and Donald A. Miller ceased serving as members of the Company’s board of trustees and each committee thereof.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/0001193125-26-303327-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Trustee"}],"fact_type":"executive_change"},{"claim_id":"eeb8797286","claim":"Donald A. Miller resigned as Trustee at Whitestone REIT.","evidence_excerpt":"Pursuant to the terms of the Merger Agreement, as of the Company Merger Effective Time, Amy S. Feng, Julia B. Buthman, Kristian M. Gathright, David K. Holeman, Jeffrey A. Jones, and Donald A. Miller ceased serving as members of the Company’s board of trustees and each committee thereof.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1175535/000119312526303327/0001193125-26-303327-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Trustee"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}