Insider Transactions Reported by 18 Insiders of Sterling Real Estate Trust

Location
Fargo, ND

Insiders trading volume in the past year

Sterling Real Estate Trust executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Kenneth P. Regan CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner $94,398,458 +$312,000 +0.33% 06 Mar 2026
James Wieland TRUSTEE, 10%+ Owner $50,711,544 +$421,352 +0.84% 06 Mar 2026
Timothy Hunt Trustee $4,626,382 15 Jan 2026
Lance Wolf Chairman, Board Of Trustees, Trustee $3,372,613 10 Feb 2026
Michelle L. Korsmo Trustee $1,953,344 +$115,125 +6.3% 15 Jan 2026
Timothy Haugen Trustee $1,528,768 05 Feb 2026
David F. Perkins Vice President $1,095,511 +$37,376 +3.5% 15 Jan 2026
JOEL S. THOMSEN Trustee $763,961 +$50,000 +7% 05 Feb 2026
Luke B. Swenson Chief Investment Officer $594,515 +$800 +0.13% 15 Jan 2026
Megan E. Schreiner President $152,004 +$8,000 +5.6% 15 Jan 2026
Mark Polovitz Trustee $60,516 15 Jan 2026
Gregory P. Hammes Trustee $47,135 15 Jan 2026
Ann L. Christenson Trustee $41,753 15 Jan 2025
Barry Schmiess Chief Investment Officer $20,155 17 Jan 2023
Michael P. Carlson General Counsel & Secretary $10,382 +$10,000 +2618% 15 Jan 2026
Erica J. Chaffee Chief Financial Officer $962 15 Jul 2022
Damon Gleave Cfo & Treasurer $25 15 Apr 2024
Elizabeth A. Reich Chief Financial Officer $23 15 Apr 2025

Recent Insider Transactions by Companies or Individuals for Sterling Real Estate Trust

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Kenneth P. Regan Limited Partnership Units Purchase 1.05% 37,961 3,644,624 06 Mar 2026 Direct
James Wieland Limited Partnership Units Purchase 4.18% 45,875 1,143,195 06 Mar 2026 Direct
Lance Wolf Common Shares Sale -5.11% -5,800 107,699 10 Feb 2026 Direct
James Wieland Limited Partnership Units Purchase 122,830 122,830 09 Feb 2026 GF Corporation
Kenneth P. Regan Limited Partnership Units Purchase 122,830 122,830 09 Feb 2026 GF Corporation
JOEL S. THOMSEN Common Shares Purchase 9.61% 2,746 31,330 05 Feb 2026 Direct
Timothy Haugen Common Shares Sale -15% -2,746 15,519 05 Feb 2026 By Wife
Lance Wolf Common Shares Award 1.24% 1,389 113,499 15 Jan 2026 Direct
James Wieland Common Shares Purchase 0.48% 980 205,887 15 Jan 2026 Direct
James Wieland Common Shares Award 1.24% 2,507 204,906 15 Jan 2026 Direct
JOEL S. THOMSEN Common Shares Award 1.24% 36.22 2,959 15 Jan 2026 By Wife
JOEL S. THOMSEN Common Shares Award 1.24% 350 28,584 15 Jan 2026 Direct
Michelle L. Korsmo Common Shares Purchase 6.63% $10,000 $25.50 392 6,308 15 Jan 2026 By Daughter #1
Michelle L. Korsmo Common Shares Award 1.24% 72.38 5,916 15 Jan 2026 By Daughter #1
Michelle L. Korsmo Common Shares Purchase 6.63% $10,000 $25.50 392 6,308 15 Jan 2026 By Daughter #3
Michelle L. Korsmo Common Shares Award 1.24% 72.38 5,916 15 Jan 2026 By Daughter #3
Michelle L. Korsmo Common Shares Purchase 6.63% $10,000 $25.50 392 6,308 15 Jan 2026 By Daughter #2
Michelle L. Korsmo Common Shares Award 1.24% 72.38 5,916 15 Jan 2026 By Daughter #2
Michelle L. Korsmo Common Shares Award 1.24% 325 26,527 15 Jan 2026 Direct
Michael P. Carlson Common Shares Award 1.24% 5.24 429 15 Jan 2026 Direct
Mark Polovitz Common Shares Award 1.24% 30.57 2,499 15 Jan 2026 Direct
Gregory P. Hammes Common Shares Award 1.24% 7.16 586 15 Jan 2026 By Wife
Gregory P. Hammes Common Shares Award 1.24% 16.65 1,361 15 Jan 2026 Direct
Timothy Hunt Common Shares Award 0.66% 904 136,953 15 Jan 2026 Direct
David F. Perkins Common Shares Award 1.24% 45.97 3,758 15 Jan 2026 Crestview Apartments LLP
David F. Perkins Common Shares Award 0.31% 29.91 9,689 15 Jan 2026 Sheyenne Ridge Apartments LLP
David F. Perkins Common Shares Award 1.19% 2.21 188 15 Jan 2026 By Daughter #2
David F. Perkins Common Shares Award 1.24% 3.57 292 15 Jan 2026 By Daughter #1
David F. Perkins Common Shares Award 1.24% 6.09 497 15 Jan 2026 By Son
David F. Perkins Common Shares Award 0.31% 10.71 3,468 15 Jan 2026 Northview Apartments LLC
David F. Perkins Common Shares Award 1.24% 58.16 4,753 15 Jan 2026 P5 Partners LLC
David F. Perkins Common Shares Award 0.25% 32.6 13,193 15 Jan 2026 Direct
Luke B. Swenson Common Shares Award 1.24% 51.27 4,190 15 Jan 2026 Nosnews Holding, LLC
Luke B. Swenson Common Shares Award 1.24% 120 9,828 15 Jan 2026 By Wife
Luke B. Swenson Common Shares Award 1.24% 3.58 293 15 Jan 2026 By Daughter #2
Luke B. Swenson Common Shares Award 1.24% 4.98 407 15 Jan 2026 By Daughter #1
Luke B. Swenson Common Shares Award 1.24% 120 9,828 15 Jan 2026 Direct
Megan E. Schreiner Common Shares Award 1.24% 2.26 185 15 Jan 2026 By Daughter #3
Megan E. Schreiner Common Shares Award 1.24% 3.17 259 15 Jan 2026 By Daughter #2
Megan E. Schreiner Common Shares Award 1.24% 3.17 259 15 Jan 2026 By Daughter #1
Megan E. Schreiner Common Shares Award 1.24% 68.2 5,574 15 Jan 2026 Direct
Kenneth P. Regan Common Shares Purchase $312,000 $24.00 13,000 13,000 09 Dec 2025 By Trustmark Enterprises, Inc.
James Wieland Common Shares Purchase $312,000 $24.00 13,000 13,000 09 Dec 2025 By Trustmark Enterprises, Inc.
James Wieland Common Shares Purchase 1.26% $60,000 $24.00 2,500 201,332 22 Oct 2025 Direct
JOEL S. THOMSEN Common Shares Award 1.32% 37.97 2,923 15 Oct 2025 By Wife
JOEL S. THOMSEN Common Shares Award 1.32% 340 26,151 15 Oct 2025 Direct
JOEL S. THOMSEN Common Shares Purchase 7.97% $50,000 $24.00 2,083 28,234 15 Oct 2025 Direct
Gregory P. Hammes Common Shares Award 1.32% 7.51 578 15 Oct 2025 By Wife
Gregory P. Hammes Common Shares Award 1.32% 17.45 1,344 15 Oct 2025 Direct
Michael P. Carlson Common Shares Award 1.32% 5.5 423 15 Oct 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.