Holeman David's Insider Trades & SAST Disclosures
Holeman David's most recent trade in Whitestone REIT was a trade of 54,898 Common Shares done . Disclosure was reported to the exchange on Dec. 31, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Whitestone REIT | David Holeman | Director, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Dec 2024 | 54,898 | 759,468 (1%) | 0% | 0 | Common Shares | |
| Whitestone REIT | David Holeman | Director, Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.17 per share. | 31 Dec 2024 | 21,937 | 737,531 (1%) | 0% | 14.2 | 310,847 | Common Shares |
| Whitestone REIT | David Holeman | Director, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Jun 2024 | 26,851 | 727,550 (1%) | 0% | 0 | Common Shares | |
| Whitestone REIT | David Holeman | Director, Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.31 per share. | 28 Jun 2024 | 22,980 | 704,570 (1%) | 0% | 13.3 | 305,864 | Common Shares |
| Whitestone REIT | Holeman David | Director, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Dec 2023 | 120,000 | 736,418 (1%) | 0% | 0 | Common Shares | |
| Whitestone REIT | Holeman David | Director, Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.29 per share. | 31 Dec 2023 | 35,719 | 700,699 (1%) | 0% | 12.3 | 438,987 | Common Shares |
| Whitestone REIT | David Holeman | Director, Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 10.32 per share. | 31 Jul 2023 | 7,821 | 616,418 (1%) | 0% | 10.3 | 80,713 | Common Shares |
| Whitestone REIT | David Holeman | Director, Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jun 2023 | 43,788 | 631,337 (1%) | 0% | 0 | Common Shares | |
| Whitestone REIT | David Holeman | Director, Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 9.70 per share. | 30 Jun 2023 | 7,098 | 624,239 (1%) | 0% | 9.7 | 68,851 | Common Shares |
| Whitestone REIT | David Holeman | Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 11.23 per share. | 31 Jul 2022 | 7,306 | 587,549 (1%) | 0% | 11.2 | 82,046 | Common Shares |
| Whitestone REIT | David Holeman | Chief Executive Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jun 2022 | 27,449 | 603,352 (1%) | 0% | 0 | Common Shares | |
| Whitestone REIT | David Holeman | Chief Executive Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 10.75 per share. | 30 Jun 2022 | 8,497 | 594,855 (1%) | 0% | 10.8 | 91,343 | Common Shares |
| Whitestone REIT | David Holeman | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 8.85 per share. | 31 Jul 2021 | 6,565 | 575,903 (1%) | 0% | 8.8 | 58,100 | Common Shares |
| Whitestone REIT | David Holeman | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 30 Jun 2021 | 60,000 | 586,095 (1%) | 0% | 0 | Common Shares | |
| Whitestone REIT | David Holeman | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 8.25 per share. | 30 Jun 2021 | 3,627 | 582,468 (1%) | 0% | 8.3 | 29,923 | Common Shares |
| Whitestone REIT | David Holeman | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 10.04 per share. | 16 Mar 2021 | 4,411 | 526,095 (1%) | 0% | 10.0 | 44,286 | Common Shares |
| Whitestone REIT | David Holeman | CHIEF FINANCIAL OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jul 2020 | 75,000 | 519,284 (1%) | 0% | 0 | Common Shares | |
| Whitestone REIT | David Holeman | CHIEF FINANCIAL OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 7.27 per share. | 30 Jun 2020 | 6,353 | 444,284 (1%) | 0% | 7.3 | 46,186 | Common Shares |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges