Swenson Luke B.'s Form 4 filing
Sterling Real Estate Trust · filed Jan 18, 2024
- Accession no.
- 0001415889-24-001467
- Filed
- Jan 18, 2024
- Trade date
- Jan 16, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 5 non-derivative transactions. Open-market purchases total $5.05K. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Swenson Luke B.CIK 0002005206 | Officer (CHIEF INVESTMENT OFFICER) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jan 16, 2024 | Common Shares | PPurchaseAcquired | +97.43 | $21.85 | +$2,128.85 | 7,502.15 | Direct | |
| Jan 16, 2024 | Common Shares | PPurchaseAcquired | +3.76 | $21.85 | +$82.16 | 289.83 | Indirect | |
| Jan 16, 2024 | Common Shares | PPurchaseAcquired | +3.02 | $21.85 | +$65.99 | 232.86 | Indirect | |
| Jan 16, 2024 | Common Shares | PPurchaseAcquired | +88.78 | $21.85 | +$1,939.84 | 6,836.25 | Indirect | |
| Jan 16, 2024 | Common Shares | PPurchaseAcquired | +38.1 | $21.85 | +$832.49 | 2,934 | Indirect |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
No transaction price on this filing refers to a footnote.