Source-grounded facts extracted from Whitestone REIT's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Donald A. Miller resigned as Trustee at Whitestone REIT.
“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.”
Jeffrey A. Jones resigned as Trustee at Whitestone REIT.
“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.”
David K. Holeman resigned as Trustee at Whitestone REIT.
“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.”
Kristian M. Gathright resigned as Trustee at Whitestone REIT.
“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.”
Julia B. Buthman resigned as Trustee at Whitestone REIT.
“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.”
Amy S. Feng resigned as Trustee at Whitestone REIT.
“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.”
Whitestone REIT: Adopted Bylaw Amendment No. 3 adding an exclusive forum provision for certain corporate and securities law actions (effective 2026-04-08).
“On April 8, 2026, in connection with the execution of the Merger Agreement, the Board adopted the Amendment No 3. to the Amended and Restated Bylaws of the Company (the “Bylaw Amendment”). The Bylaw Amendment adds an exclusive forum provision providing that, unless the Company consents in writing to an alternative forum, the Circuit Court for Baltimore City, Maryland, (or, if the Circuit Court for Baltimore City, Maryland, does not have jurisdiction, the U.S. District Court for the District of Maryland, Northern Division), to the fullest extent permitted by law, shall be the sole and exclusive forum for certain state corporate law or stockholder derivative actions, and that the federal district courts of the United States shall be the sole and exclusive forum for the resolution of any complaint asserting a cause of action arising under the Securities Act of 1933, as amended (the “Securities Act”).”
Whitestone REIT entered into Agreement and Plan of Merger with AREG Wizard Parent LP, AREG Wizard Intermediate LP, AREG Wizard Operating Partnership LP valued at $19.00 (effective 2026-04-08).
“with the Company, the “Company Parties”), AREG Wizard Parent LP (“Parent”), AREG Wizard Intermediate LP (“Merger Sub”), and AREG Wizard Operating Partnership LP (“Merger OP” and, collectively with Parent and Merger Sub, the “Parent Parties”), entered into an Agreement and Plan of Merger (the “Merger Agreement”). The Merger Agreement provides that, upon the terms and subject to the conditions set forth therein and in accordance with the Maryland REIT Law and the Delaware Revised Uniform Limited Partnership Act, Merger OP will merge with and into the Operating Partnership (the “Partnership Merger”), and, immediately following the Partnership Merger, the Company will merge with and into Merger Sub (the “Company Merger” and, together with the Partnership Merger, the “Mergers”).”
Whitestone REIT amended term loan of $375.0 million unsecured term loan with Bank of Montreal at 3.40% (Term SOFR) plus 1.35% (current applicable margin) through September 30, 2 maturing January 31, 2031.
“$375.0 million unsecured term loan with a maturity date of January 31, 2031 ("Term Loan")”
Whitestone REIT amended revolving credit of $375.0 million unsecured revolving credit facility with Bank of Montreal at Term SOFR plus 1.40% maturing September 19, 2029.
“$375.0 million unsecured revolving credit facility with a maturity date of September 19, 2029, with two six-month options to extend the maturity date to September 19, 2030 (the "Revolver")”
Whitestone REIT engaged Withum Smith+Brown, PC as its auditor.
“On July 21, 2025, PKF resigned as the auditors of the Company, and with the approval of the Audit Committee of the Company’s Board of Directors, Withum was engaged as the Company’s independent registered public accounting firm.”
Pannell Kerr Forster of Texas, P.C. resigned as auditor of Whitestone REIT.
“On July 21, 2025, Whitestone REIT (the “Company”) was notified that Pannell Kerr Forster of Texas, P.C. (“PKF”), the Company’s independent registered public accounting firm, entered into a transaction with Withum Smith+Brown, PC (“Withum”) pursuant to which certain of the professional staff and partners of PKF joined Withum due to the acquisition of certain assets of PKF by Withum. On July 21, 2025, PKF resigned as the auditors of the Company, and with the approval of the Audit Committee of the Company’s Board of Directors, Withum was engaged as the Company’s independent registered public accounting firm.”
David F. Taylor departed as Trustee at Whitestone REIT.
“Nandita V. Berry and David F. Taylor will step down from the Board effective immediately.”
Nandita V. Berry departed as Trustee at Whitestone REIT.
“Nandita V. Berry and David F. Taylor will step down from the Board effective immediately.”
Donald A. Miller was appointed as Trustee at Whitestone REIT.
“announced the appointments of Kristian (“Krissy”) M. Gathright and Donald (“Don”) A. Miller, CFA, to the Board of Trustees, effective immediately.”
Kristian M. Gathright was appointed as Trustee at Whitestone REIT.
“announced the appointments of Kristian (“Krissy”) M. Gathright and Donald (“Don”) A. Miller, CFA, to the Board of Trustees, effective immediately.”
Whitestone REIT shareholders approved Ratification of the Appointment of the Independent Registered Public Accounting Firm at the 2024-05-14 meeting.
“Proposal 3: Ratification of the Appointment of the Independent Registered Public Accounting Firm The proposal to ratify the appointment of Pannell Kerr Forster of Texas, P.C. as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 was approved, based on the following votes:”
Whitestone REIT reported the three months ended March 31, 2024 results: revenue $37.2 million, net income $9.3 million, or $0.18 per diluted share, EPS $0.18 per diluted share. Guidance reaffirmed.
““ OP ” ) unit basis unless stated otherwise. Reconciliations of Net Income Attributable to Whitestone REIT to FFO, Core FFO, NOI and EBITDAre are included herein. • Revenues of $37.2 million versus $35.9 million for the first quarter of 2023. • Net Income attributable to common shareholders of $9.3 million, or $0.18 per diluted share, versus $3.8 million, or $0.08”
Whitestone REIT reported the three and twelve months ended December 31, 2023 results: revenue $37.5 million and $147.0 million, net income $1.5 million and $19.2 million, EPS $0.03 and $0.38 per diluted share. Guidance reaffirmed.
““ OP ” ) unit basis unless stated otherwise. Reconciliations of Net Income Attributable to Whitestone REIT to FFO, Core FFO, NOI and EBITDAre are included herein. • Revenues of $37.5 million versus $34.9 million for the fourth quarter of 2022. • Net Income attributable to common shareholders of $1.5 million, or $0.03 per diluted share, versus $19.9 million, or $0.40”
Whitestone REIT reported the three and nine months ended September 30, 2023 results: revenue $37.1 million, net income $2.5 million, or $0.05 per diluted share, EPS $0.05 per diluted share. Guidance reaffirmed.
“( “ OP ” ) unit basis unless stated otherwise. Reconciliations of Net Income Attributable to Whitestone REIT to FFO, NOI and EBITDAre are included herein. • Revenues of $37.1 million versus $35.4 million for the third quarter of 2022. • Net Income attributable to common shareholders of $2.5 million, or $0.05 per diluted share, versus $3.9 million, or $0.08”
Whitestone REIT reported the second quarter of 2023 results: revenue $36.5 million, net income $11.3 million, or $0.22 per diluted share, EPS $0.22 per diluted share. Guidance reaffirmed.
“( “ OP ” ) unit basis unless stated otherwise. Reconciliations of Net Income Attributable to Whitestone REIT to FFO, NOI and EBITDAre are included herein. • Revenues of $36.5 million versus $35.0 million for the second quarter of 2022. • Net Income attributable to common shareholders of $11.3 million, or $0.22 per diluted share, versus $4.3 million, or $0.09”
Whitestone REIT shareholders approved Ratification of the Appointment of the Independent Registered Public Accounting Firm at the 2023-05-12 meeting.
“Proposal 4 : Ratification of the Appointment of the Independent Registered Public Accounting Firm The proposal to ratify the appointment of Pannell Kerr Forster of Texas, P.C. as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023 was approved, based on the following votes: Votes For Votes Against Abstentions 36,130,165 3,640,393 95,537”
Whitestone REIT shareholders approved Advisory Vote on the Frequency of Advisory Votes on Executive Compensation at the 2023-05-12 meeting.
“Proposal 3 : Advisory Vote on the Frequency of Advisory Votes on Executive Compensation An advisory resolution to hold an advisory vote on the frequency of advisory votes on executive compensation once every year was approved. The following votes were taken in connection with this proposal: One Year Two Years Three Years Abstentions Broker Non-Votes 27,808,967 139,045 1,102,943 2,485,519 8,329,621”
Whitestone REIT shareholders approved Advisory Vote on Executive Compensation at the 2023-05-12 meeting.
“Proposal 2 : Advisory Vote on Executive Compensation An advisory resolution to approve executive compensation, as described in the Proxy Statement, was approved, based on the following votes: Votes For Votes Against Abstentions Broker Non-Votes 27,033,577 4,243,217 259,680 8,329,621”
Whitestone REIT shareholders approved Election of Trustees at the 2023-05-12 meeting.
“Proposal 1 : Election of Trustees Each of Nandita V. Berry, Jeffrey A. Jones, David K. Holeman, Julia B. Buthman, Amy S. Feng, and David F. Taylor was elected to serve on the Board of Trustees (the “Board”) until the 2024 annual meeting of shareholders and until his or her successor is duly elected and qualified, based on the following votes: Nominee Votes For Votes Withheld Broker Non-Votes Nandita V. Berry 27,765,406 3,771,068 8,329,621 Jeffrey A. Jones 27,889,697 3,646,777 8,329,621 David K. Holeman 28,562,002 2,974,472 8,329,621 Julia B. Buthman 28,582,633 2,953,841 8,329,621 Amy S. Feng 28,570,288 2,966,186 8,329,621 David F. Taylor 27,913,607 3,622,867 8,329,621”
Whitestone REIT reported the three months ended March 31, 2023 results: revenue $35.9 million, net income $3.8 million, or $0.08 per diluted share. Guidance reaffirmed.
“( “ OP ” ) unit basis unless stated otherwise. Reconciliations of Net Income Attributable to Whitestone REIT to FFO, NOI and EBITDAre are included herein. • Revenues of $35.9 million versus $34.1 million for the first quarter of 2022. • Net Income attributable to common shareholders of $3.8 million, or $0.08 per diluted share, versus $7.1 million, or $0.14”
Whitestone REIT reported 2023 Full Year results: net income $14,400 - $16,500, EPS $0.29 - $0.33 per diluted share. Guidance initiated.
“The Company currently estimates that U.S. generally accepted accounting principles ("GAAP") net income available to common shareholders will be within the range of $0.29 to $0.33 per diluted share, and FFO will be within the range of $0.95 to $0.99 per diluted share and OP Unit.”
Whitestone REIT reported Full Year 2022 results: revenue $139.4 million, net income $35.3 million, EPS $0.71 per diluted share.
“Revenues of $139.4 million versus $125.4 million for 2021. • Net income attributable to common shareholders of $35.3 million, or $0.71 per diluted share, versus $12.0 million, or $0.26 per diluted share for 2021.”
Whitestone REIT reported Fourth Quarter 2022 results: revenue $34.9 million, net income $19.9 million, EPS $0.40 per diluted share.
“Revenues of $34.9 million versus $33.3 million for the fourth quarter of 2021. • Net Income attributable to common shareholders of $19.9 million, or $0.40 per diluted share, versus $2.6 million, or $0.05 per diluted share for the fourth quarter of 2021.”
Whitestone REIT amended Amendment No. 1 to Note Purchase and Guaranty Agreement with The Prudential Insurance Company of America and the various other purchasers named therein (effective 2022-12-16).
“On December 16, 2022, Whitestone REIT (the “Company”) and its operating partnership, Whitestone REIT Operating Partnership, L.P. (the “Operating Partnership”), amended its Note Purchase and Guarantee Agreement originally executed on March 22, 2019 (the “Existing Note Agreement”), pursuant to the terms and conditions of an Amendment No. 1 to Note Purchase and Guaranty Agreement, dated as of December 16, 2022 (the Existing Note Purchase Agreement, as so amended, the “Amended Note Agreement”), by and among the Company and the Operating Partnership, together with certain subsidiary guarantors as initial guarantor parties thereto and The Prudential Insurance Company of America and the various other purchasers named therein.”
Whitestone REIT reported 2022 Full Year results: net income Net income attributable to Whitestone REIT per share $0.35 - $0.38.
“The Company narrows its previously released guidance for 2022 and estimates that U.S. generally accepted accounting principles (“GAAP”) net income available to common shareholders will be within the range of $0.35 to $0.38 per diluted share, and FFO will be within the range of $1.00 to $1.02 per diluted share and OP Unit.”
Whitestone REIT reported three and nine months ended September 30, 2022 results: revenue $35.4 million, net income $3.9 million, or $0.08 per diluted share, EPS $0.08 per diluted share.
“• Revenues of $35.4 million versus $32.4 million for the third quarter of 2021. • Net Income attributable to common shareholders of $3.9 million, or $0.08 per diluted share, versus $2.9 million, or $0.06 per diluted share for the third quarter of 2021.”
Amy Shih-Hua Feng was appointed as Trustee at Whitestone REIT.
“On July 27, 2022, the Board of Trustees of Whitestone REIT (the “Company”) voted to increase its size from five to six trustees and appointed Amy Shih-Hua Feng, to its Board and to its Audit Committee, effective July 27, 2022, and determined Ms. Feng qualifies as an “independent director” for purposes of the New York Stock Exchange listing standards.”
James Mastandrea resigned as Trustee at Whitestone REIT.
“On April 18, 2022, Whitestone REIT (the “Company”) received by email a resignation letter (the “Resignation Letter”) from James Mastandrea, a member of the Company’s Board of Trustees (“the Board”), pursuant to which Mr. Mastandrea resigned as a member of the Board, effective immediately.”
James Mastandrea resigned as Member of the Board of Trustees at Whitestone REIT.
“On April 18, 2022, Whitestone REIT (the “Company”) received by email a resignation letter (the “Resignation Letter”) from James Mastandrea, a member of the Company’s Board of Trustees (“the Board”), pursuant to which Mr. Mastandrea resigned as a member of the Board, effective immediately.”
Michelle Siv was appointed as Vice President of Human Resources at Whitestone REIT.
“On February 9, 2022, Michelle Siv, the current Director of Human Resources, was appointed as the Company’s Vice President of Human Resources.”
Peter Tropoli was appointed as Corporate Secretary at Whitestone REIT.
“On February 9, 2022, Peter Tropoli, the current General Counsel of the Company, was appointed as the Company’s Corporate Secretary, in addition to his duties as General Counsel.”
Christine Mastandrea was appointed as Chief Operating Officer at Whitestone REIT.
“On February 9, 2022, Christine Mastandrea, the current Executive Vice President of Corporate Strategy of the Company, was appointed as the Company’s Chief Operating Officer.”
Bradford Johnson departed as Executive Vice President of Acquisitions and Asset Management at Whitestone REIT.
“Bradford Johnson’s employment with Whitestone REIT (the "Company") ended effective February 9, 2022 (the “Termination Date”).”
John Dee departed as Chief Operating Officer at Whitestone REIT.
“John Dee’s employment with Whitestone REIT (the "Company") ended effective February 9, 2022 (the “Termination Date”).”
Scott Hogan was appointed as Chief Financial Officer at Whitestone REIT.
“the Board appointed Scott Hogan, the current Vice President, Controller of the Company, as the Company’s Chief Financial Officer.”
David K. Holeman was appointed as Chief Executive Officer at Whitestone REIT.
“the Board appointed David K. Holeman, the current Chief Financial Officer of the Company, as the Company’s Chief Executive Officer.”
James Mastandrea was terminated as Chief Executive Officer at Whitestone REIT.
“the Board of Trustees (the “Board”) of Whitestone REIT (the “Company”) terminated, with cause, James Mastandrea from his position as Chief Executive Officer of the Company.”
Jack L. Mahaffey departed as Trustee at Whitestone REIT.
“Jack L. Mahaffey’s decision not to stand for re-election to the Board of Trustees (the “Board”) of Whitestone REIT (the “Company”) at the conclusion of his present term”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.