Swenson Luke B.'s Form 4 filing
Sterling Real Estate Trust · filed Oct 17, 2025
- Accession no.
- 0002005206-25-000003
- Filed
- Oct 17, 2025
- Trade date
- Oct 15, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 7 non-derivative transactions. Open-market purchases total $799.92. 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 |
|---|---|---|---|---|---|---|---|---|
| Oct 15, 2025 | Common Shares | AGrant or awardAcquired | +126.08 | $22.80 | +$2,874.62 | 9,708.19 | Direct | |
| Oct 15, 2025 | Common Shares | AGrant or awardAcquired | +4.96 | $22.80 | +$113.09 | 381.58 | Indirect | |
| Oct 15, 2025 | Common Shares | PPurchaseAcquired | +20.83 | $24.00 | +$499.92 | 402.41 | Indirect | |
| Oct 15, 2025 | Common Shares | AGrant or awardAcquired | +3.59 | $22.80 | +$81.85 | 276.42 | Indirect | |
| Oct 15, 2025 | Common Shares | PPurchaseAcquired | +12.5 | $24.00 | +$300 | 288.92 | Indirect | |
| Oct 15, 2025 | Common Shares | AGrant or awardAcquired | +126.07 | $22.80 | +$2,874.4 | 9,707.61 | Indirect | |
| Oct 15, 2025 | Common Shares | AGrant or awardAcquired | +53.75 | $22.80 | +$1,225.5 | 4,139.1 | 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.