Whitestone REIT — fact timeline

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”