Swenson Luke B.'s Form 4 filing
Sterling Real Estate Trust · filed Apr 17, 2025
- Accession no.
- 0001415889-25-010846
- Filed
- Apr 17, 2025
- Trade date
- Apr 15, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 8 non-derivative transactions. Open-market purchases total $9.00K. 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 |
|---|---|---|---|---|---|---|---|---|
| Apr 15, 2025 | Common Shares | AGrant or awardAcquired | +122.83 | $22.80 | +$2,800.52 | 9,457.67 | Direct | |
| Apr 15, 2025 | Common Shares | AGrant or awardAcquired | +4.02 | $22.80 | +$91.66 | 309.23 | Indirect | |
| Apr 15, 2025 | Common Shares | PPurchaseAcquired | +62.5 | $24.00 | +$1,500 | 371.73 | Indirect | |
| Apr 15, 2025 | Common Shares | AGrant or awardAcquired | +3.23 | $22.80 | +$73.64 | 248.45 | Indirect | |
| Apr 15, 2025 | Common Shares | PPurchaseAcquired | +20.83 | $24.00 | +$499.92 | 269.28 | Indirect | |
| Apr 15, 2025 | Common Shares | AGrant or awardAcquired | +122.82 | $22.80 | +$2,800.3 | 9,457.1 | Indirect | |
| Apr 15, 2025 | Common Shares | AGrant or awardAcquired | +48.58 | $22.80 | +$1,107.62 | 3,740.62 | Indirect | |
| Apr 15, 2025 | Common Shares | PPurchaseAcquired | +291.67 | $24.00 | +$7,000.08 | 4,032.29 | 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.