James Wieland - 15 Apr 2024 Form 4 Insider Report for Sterling Real Estate Trust

Role
TRUSTEE
Signature
/s/ Joel S Thomsen, Attorney-in-Fact
Issuer symbol
N/A
Transactions as of
15 Apr 2024
Net transactions value
+$3,231,717
Form type
4
Filing time
17 Apr 2024, 16:45:03 UTC
Previous filing
18 Jan 2024
Next filing
22 May 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Common Shares Award $52,064 +2,383 +1.3% $21.85 183,474 15 Apr 2024 Direct F1
transaction Common Shares Purchase $10,000 +435 +0.24% $23.00 183,909 15 Apr 2024 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction Limited Partnership Units Other $3,169,653 +137,811 +14% $23.00 1,097,320 15 Apr 2024 Common Shares 137,811 Direct F2, F3, F4, F5
holding Limited Partnership Units 35,408 15 Apr 2024 Common Shares 35,408 JKD, Inc. F2, F4, F5, F6
holding Limited Partnership Units 11,665 15 Apr 2024 Common Shares 11,665 James S. Wieland LLC F2, F4, F5, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes shares acquired on April 15, 2024 under the dividend reinvestment plan
F2 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F3 The reporting person received the Limited Partnership Units in connection with a 721 UPREIT Transaction.
F4 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F5 These derivative securities do not have an expiration date.
F6 The Reporting Person has an ownership interest in JKD, Inc.
F7 The Reporting Person has voting control over these units.