v3.26.1
Shareholders' Equity and Dividends
6 Months Ended
Jun. 30, 2026
Stockholders' Equity Note [Abstract]  
Shareholders' Equity and Dividends

Note 9. Shareholders’ Equity and Dividends

Class A, T, and I Common Stock – Prior to the IPO, the Company had Class A, T, and I Common Stock held by our legacy common stockholders (the "Legacy Common Stock Investors"). In connection with the IPO, all outstanding shares of Class A, I, and T common stock were converted on a one-for-one basis to Class A common stock of the registrant upon the closing of the offering. As of June 30, 2026, there were 23,795,450 shares of Class A common stock issued and outstanding. The Company is authorized to issue 250,000,000 shares with a par value of $0.0001 per share.

Class B Common Stock – In connection with the IPO, the Company issued 3,750,000 shares of Class B Common Stock to holders of OpCo Interests who retained their interests following the IPO ( the "Continuing Equity Owners"), representing approximately 14% of the common economic interest in WhiteHawk OpCo. Each share of Class B common stock is entitled to one vote per share and no economic rights. As of June 30, 2026, there were 3,750,000 shares of Class B common stock issued and outstanding. The Company is authorized to issue 100,000,000 shares with a par value of $0.0001 per share.

Noncontrolling Interest

The Company owns 100% of the general partner interests and 86% of the limited partner interests of OpCo (taxed as a partnership) and due to the Company’s controlling interest in OpCo, OpCo is a consolidated subsidiary of the Company. Non-controlling ownership interests in OpCo are presented in the consolidated balance sheet within shareholders’ equity as a separate component. In addition, consolidated net income includes earnings attributable to both the shareholders and the non-controlling interests. For the three and six months ended June 30, 2026 and 2025, no distributions for each period have been made to non-controlling interest holders of the consolidated subsidiaries.

Cash Dividends

The table below summarizes the monthly dividends related to the Company’s common stock through March 31, 2026 (in thousands, except per share data):

 

Month Ended

 

Total Monthly
Dividend Per
Common Share

 

 

Total Cash
Dividend

 

 

Payment Date

 

Stockholders
Record Date

March 31, 2026

 

$

0.1562

 

 

$

2,326

 

 

May 15, 2026

 

April 1, 2026

February 28, 2026

 

$

0.1562

 

 

$

2,310

 

 

April 15, 2026

 

March 1, 2026

January 31, 2026

 

$

0.1562

 

 

$

2,298

 

 

March 15, 2026

 

February 1, 2026

December 31, 2025

 

$

0.1562

 

 

$

2,286

 

 

February 16, 2026

 

January 1, 2026

November 30, 2025

 

$

0.1562

 

 

$

2,034

 

 

January 15, 2026

 

December 1, 2025

October 31, 2025

 

$

0.1562

 

 

$

2,019

 

 

December 15, 2025

 

November 3, 2025

September 30, 2025

 

$

0.1562

 

 

$

2,004

 

 

November 14, 2025

 

October 2, 2025

August 31, 2025

 

$

0.1562

 

 

$

1,670

 

 

October 15, 2025

 

September 2, 2025

July 31, 2025

 

$

0.1562

 

 

$

1,557

 

 

September 15, 2025

 

August 1, 2025

June 30, 2025

 

$

0.1562

 

 

$

1,447

 

 

August 15, 2025

 

July 1, 2025

 

On January 1, 2026, all record holders of WhiteHawk common stock as of December 31, 2025, received a stock dividend equivalent to one additional share for each ten shares currently held, calculated to the number of whole shares.

In connection with the 2025 stock dividends discussed above, the WHIC Manager (defined below) received 358,893 restricted shares related to its dividend incentive fee with a total value of $8.2 million. Fair value was determined using the offering price of the Series I Common Stock. The restricted shares issued to the WHIC Manager shall vest and cease to be restricted on the earlier of (i) the occurrence of a Company Liquidity Event and (ii) January 1, 2031. The dividend incentive fee will be accounted for as stock compensation expense on the Company’s consolidated statement of operating income and cash flows over the vesting period. All share amounts shown in the Company’s financial statements are presented pro forma for the stock dividend. For the three and six months ended June 30, 2026, the Company incurred $0.4 million and $0.8 million, respectively, in stock-based compensation related to the restricted stock issued to WHIC Manager.

Distribution Reinvestment Plan

In January 2025, the Company’s Board adopted a Distribution Reinvestment Plan (the “DRP”) pursuant to which our common and preferred stockholders (the “Stockholders”) may elect to have their cash dividends reinvested in additional stock. For the three and six months ended June 30, 2026, Stockholders reinvested $0.4 million and $1.5 million, respectively, under the Company’s DRP. For the three and six months ended June 30, 2025, Stockholders reinvested $0.1 million and $0.1 million, respectively, under the Company’s DRP.