| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Sterling Real Estate Trust | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner | Limited Partnership Units | 3.21M | $73.9M | $23.00 | Apr 15, 2024 | Direct |
| Sterling Real Estate Trust | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner | Limited Partnership Units | 234K | $5.38M | $23.00 | Apr 15, 2024 | By Wife |
| Sterling Real Estate Trust | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner | Common Shares | 136K | $3.12M | $23.00 | Sep 20, 2024 | Direct |
| Sterling Real Estate Trust | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner | Limited Partnership Units | 35.4K | $814K | $23.00 | Apr 15, 2024 | JKD, Inc. |
| Sterling Real Estate Trust | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner | Common Shares | 131K | $488K | $23.00 | Sep 20, 2024 | By Wife |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NONE | Sterling Real Estate Trust | Sep 20, 2024 | 1 | $2.53M | 4 | Sep 23, 2024 | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner |
| NONE | Sterling Real Estate Trust | Apr 15, 2024 | 1 | $3.17M | 4 | Apr 17, 2024 | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner |
| NONE | Sterling Real Estate Trust | Nov 15, 2023 | 1 | $134K | 4 | Nov 15, 2023 | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner |
| NONE | Sterling Real Estate Trust | Sep 13, 2022 | 1 | $380K | 4 | Sep 15, 2022 | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner |
| NONE | Sterling Real Estate Trust | Sep 13, 2022 | 1 | $778K | 4 | Sep 15, 2022 | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner |
| NONE | Sterling Real Estate Trust | Sep 13, 2022 | 1 | $403K | 4 | Sep 15, 2022 | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner |
| NONE | Sterling Real Estate Trust | Feb 28, 2022 | 1 | $3.39M | 4 | Sep 9, 2022 | CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner |