Wieland James's Form 4 filing
Sterling Real Estate Trust · filed Apr 17, 2024
- Accession no.
- 0001415889-24-011015
- Filed
- Apr 17, 2024
- Trade date
- Apr 15, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions and 1 derivative transaction. Open-market purchases total $10.0K. 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 |
|---|---|
| Wieland JamesCIK 0001519822 | Other: TRUSTEE |
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 |
|---|---|---|---|---|---|---|---|---|
| Apr 15, 2024 | Common Shares | AGrant or awardAcquired | +2,382.78 | $21.85 | +$52,063.74 | 183,473.99 | Direct | |
| Apr 15, 2024 | Common Shares | PPurchaseAcquired | +434.78 | $23.00 | +$9,999.94 | 183,908.77 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Apr 15, 2024 | Common Shares | JOtherAcquired | +137,811 | $23.00 | +$3,169,653 | 1,097,319.81 | Direct |
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.