Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Piedmont Realty Trust, Inc.PDM · Entity 4841 | Director | December 13, 2019 | December 16, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Piedmont Realty Trust, Inc.
Report date December 13, 2019 · Filed December 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 616,380 |
Reported balance
After 2019-12-13 transaction · row 1
1 source rowRow 1 · 2019-12-13 · Gift · Disposed 95,046 · Balance 616,380 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Whitestone REIT
Report date July 14, 2026 · Filed July 15, 2026
Section 16 reporting ended · disclosed 2026-07-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-07-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-14 · Disposition to issuer · Disposed 33,694 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 8, 2026 (the "Merger Agreement"), by and among Whitestone REIT (the "Company"), Whitestone REIT Operating Partnership, L.P., AREG Wizard Parent LP, AREG Wizard Intermediate LP, and AREG Wizard Operating Partnership LP, each common share of beneficial interest, par value $0.001 per share, of the Company (each, a "Company Common Share"), was converted into the right to receive $19.00 in cash payment (without interest and subject to any applicable withholding taxes). As a result of the Company Merger (as defined in the Merger Agreement), Reporting Person no longer beneficially owns, directly or indirectly, any Company Common Shares, and after giving effect to the Company's delisting and deregistration, will cease to have reporting obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 8, 2026 (the "Merger Agreement"), by and among Whitestone REIT (the "Company"), Whitestone REIT Operating Partnership, L.P., AREG Wizard Parent LP, AREG Wizard Intermediate LP, and AREG Wizard Operating Partnership LP, each common share of beneficial interest, par value $0.001 per share, of the Company (each, a "Company Common Share"), was converted into the right to receive $19.00 in cash payment (without interest and subject to any applicable withholding taxes). As a result of the Company Merger (as defined in the Merger Agreement), Reporting Person no longer beneficially owns, directly or indirectly, any Company Common Shares, and after giving effect to the Company's delisting and deregistration, will cease to have reporting obligations.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 14, 2026 Filed Jul 15, 2026 20:10 UTC | Whitestone REIT WSR · Entity 30370 | Disposition to issuerCommon Shares | 33,694 | $19.00 | $640,186.00 |
DisclosureSEC source: 0001193125-26-304752 · ownership.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · security: Pursuant to the Agreement and Plan of Merger, dated as of April 8, 2026 (the "Merger Agreement"), by and among Whitestone REIT (the "Company"), Whitestone REIT Operating Partnership, L.P., AREG Wizard Parent LP, AREG Wizard Intermediate LP, and AREG Wizard Operating Partnership LP, each common share of beneficial interest, par value $0.001 per share, of the Company (each, a "Company Common Share"), was converted into the right to receive $19.00 in cash payment (without interest and subject to any applicable withholding taxes). As a result of the Company Merger (as defined in the Merger Agreement), Reporting Person no longer beneficially owns, directly or indirectly, any Company Common Shares, and after giving effect to the Company's delisting and deregistration, will cease to have reporting obligations. Read SEC document |
| December 24, 2025 Filed Dec 29, 2025 21:48 UTC | Whitestone REIT WSR · Entity 30370 | GrantCommon Shares | 11,986 | $13.70 | $164,208.20 |
DisclosureSEC source: 0001437749-25-038854 · rdgdoc.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,694 F1 · shares: Represents grant of Common Shares pursuant to Registrant's 2018 Long-Term Equity Incentive Ownership Plan. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:21 UTC | Whitestone REIT WSR · Entity 30370 | PurchaseCommon Shares | 5,000 | $12.35 | $61,750.00 |
DisclosureSEC source: 0001437749-25-019024 · rdgdoc.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,708 Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:09 UTC | Whitestone REIT WSR · Entity 30370 | PurchaseCommon Shares | 5,000 | $12.70 | $63,500.00 |
DisclosureSEC source: 0001437749-25-014531 · rdgdoc.xml · nonDerivative · entry 3 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,708 Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:09 UTC | Whitestone REIT WSR · Entity 30370 | PurchaseCommon Shares | 5,000 | $12.84 | $64,200.00 |
DisclosureSEC source: 0001437749-25-014531 · rdgdoc.xml · nonDerivative · entry 2 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,708 Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:09 UTC | Whitestone REIT WSR · Entity 30370 | PurchaseCommon Shares | 5,000 | $12.87 | $64,350.00 |
DisclosureSEC source: 0001437749-25-014531 · rdgdoc.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,708 Read SEC document |
| December 24, 2024 Filed Dec 27, 2024 00:09 UTC | Whitestone REIT WSR · Entity 30370 | GrantCommon Shares | 1,708 | $14.15 | $24,168.20 |
DisclosureSEC source: 0001437749-24-038410 · rdgdoc.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,708 F1 · shares: Represents grant of Common Shares pursuant to Registrant's 2018 Long-Term Equity Incentive Ownership Plan. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 21:37 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GiftCommon Stock | 95,046 | $21.49 | $2,042,538.54 |
DisclosureSEC source: 0001042776-19-000176 · wf-form4_157653223891052.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 616,380 Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 20:30 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Disposition to issuerCommon Stock | 108,867 | $19.93 | $2,169,719.31 |
DisclosureSEC source: 0001042776-19-000140 · wf-form4_156201303976208.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711,426 F1 · shares: Reflects acceleration of Mr. Miller's unvested deferred stock units upon his retirement from Piedmont Office Realty Trust, Inc. on June 30, 2019. Such shares were settled in cash using the closing stock price of the Company's common stock on June 28, 2019. Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:35 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 8,159 | $20.44 | $166,769.96 |
DisclosureSEC source: 0001042776-19-000129 · wf-form4_155907572388647.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820,293 F1 · shares: In connection with the vesting of 18,090 shares on May 24, 2019 (representing 25% of restricted stock units granted on May 24, 2016), 8,159 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2019 Filed May 21, 2019 20:32 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 7,450 | $20.74 | $154,513.00 |
DisclosureSEC source: 0001042776-19-000115 · wf-form4_155847075496924.xml · nonDerivative · entry 2 Miller Donald A · CIK 0001332249 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828,452 F2 · shares: In connection with the vesting of 16,517 shares on May 18, 2019 (representing 25% of restricted stock units granted on May 18, 2017), 7,450 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 17, 2019 Filed May 21, 2019 20:32 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 9,184 | $20.74 | $190,476.16 |
DisclosureSEC source: 0001042776-19-000115 · wf-form4_155847075496924.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835,902 F1 · shares: In connection with the vesting of 20,363 shares on May 17, 2019 (representing 25% of restricted stock units granted on May 17, 2018), 9,184 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 03, 2019 Filed May 7, 2019 20:37 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 7,761 | $21.04 | $163,291.44 |
DisclosureSEC source: 0001042776-19-000068 · wf-form4_155726141803338.xml · nonDerivative · entry 2 Miller Donald A · CIK 0001332249 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845,086 F2 · shares: In connection with the vesting of 25% of the restricted stock units (17,208 shares on May 3, 2019), 7,761 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 03, 2019 Filed May 7, 2019 20:37 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 68,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-19-000068 · wf-form4_155726141803338.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852,847 F1 · shares: Represents grant of restricted stock units, with 25% vesting on the grant date and the remaining 75% vesting ratably on each anniversary of the grant date over the following three years. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 21:42 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 21,018 | $20.47 | $430,238.46 |
DisclosureSEC source: 0001042776-19-000023 · wf-form4_155009414621395.xml · nonDerivative · entry 2 Miller Donald A · CIK 0001332249 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 784,016 F2 · shares: In connection with the grant of the unrestricted stock award (62,783 shares) on February 12, 2019, 21,018 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 21:42 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 62,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-19-000023 · wf-form4_155009414621395.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,034 F1 · shares: Such shares were granted without restriction pursuant to the performance share component of the 2016-2018 Long Term Incentive Compensation plan. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:51 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 8,204 | $18.64 | $152,922.56 |
DisclosureSEC source: 0001042776-18-000140 · wf-form4_152762708864265.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,251 F1 · shares: In connection with the vesting of 18,089 shares of deferred stock on May 24, 2018 (representing 25% of an initial grant made on May 24, 2016), 8,204 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2018 Filed May 22, 2018 20:53 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 7,491 | $17.93 | $134,313.63 |
DisclosureSEC source: 0001042776-18-000122 · wf-form4_152702234666442.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,455 F1 · shares: In connection with the vesting of 16,516 shares of deferred stock on May 18, 2018 (representing 25% of an initial grant made on May 18, 2017), 7,491 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:56 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 81,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-18-000102 · wf-form4_152667695472106.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,946 F1 · shares: Of the shares granted, 25% vest on the day of the grant, and the remaining shares vest ratably on the anniversary date of the grant date over the following three years. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 21:31 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 66,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-18-000026 · wf-form4_151847105856039.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,493 F1 · shares: Such shares were granted without restriction pursuant to the performance share component of the 2015-2017 Long Term Incentive Compensation plan. Read SEC document |
| May 24, 2017 Filed May 26, 2017 10:44 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 8,674 | $21.59 | $187,271.66 |
DisclosureSEC source: 0001042776-17-000152 · wf-form4_149579542514981.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,552 F1 · shares: In connection with the vesting of 18,089 shares of deferred stock on May 24, 2017 (representing 25% of an initial grant made on May 24, 2016), 8,674 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:53 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 7,920 | $21.38 | $169,329.60 |
DisclosureSEC source: 0001042776-17-000125 · wf-form4_149548636378201.xml · nonDerivative · entry 2 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,226 F2 · shares: In connection with the vesting of 25% of the restricted stock award (16,516 shares) on May 18, 2017, 7,920 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:53 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 66,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-17-000125 · wf-form4_149548636378201.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,146 F1 · shares: Of the shares granted, 25% vest on the day of the grant, and the remaining shares vest ratably on the anniversary date of the grant date over the following three years. Read SEC document |
| May 09, 2017 Filed May 11, 2017 21:02 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 5,553 | $21.38 | $118,723.14 |
DisclosureSEC source: 0001042776-17-000084 · wf-form4_149453653862347.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,080 F1 · shares: In connection with the vesting of 25% of the restricted stock award (11,580 shares) on May 9, 2017, 5,553 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:47 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 9,942 | $22.09 | $219,618.78 |
DisclosureSEC source: 0001042776-17-000059 · wf-form4_149384444907617.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,633 F1 · shares: In connection with the vesting of 20,733 shares of deferred stock on May 1, 2017 (representing 25% of an initial grant made on May 1, 2015), 9,942 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:57 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | Tax withholdingCommon Stock | 21,071 | $22.00 | $463,562.00 |
DisclosureSEC source: 0001042776-17-000025 · wf-form4_148711302793822.xml · nonDerivative · entry 2 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,575 F2 · shares: In connection with the grant of the unrestricted stock award (50,892 shares) on February 10, 2017, 21,071 shares were forfeited by the employee and delivered to the Company to satisfy tax withholding obligations. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:57 UTC | Piedmont Realty Trust, Inc. PDM · Entity 4841 | GrantCommon Stock | 50,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001042776-17-000025 · wf-form4_148711302793822.xml · nonDerivative · entry 1 Miller Donald A · CIK 0001332249 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,646 F1 · shares: Such shares were granted without restriction pursuant to the performance share component of the 2014 Long Term Incentive Compensation plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.