| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Sterling Real Estate Trust | CHIEF INVESTMENT OFFICER | Common Shares | 9,708 | $221,346 | $22.8 | 15 Oct 2025 | Direct |
| Sterling Real Estate Trust | CHIEF INVESTMENT OFFICER | Common Shares | 9,707 | $221,333 | $22.8 | 15 Oct 2025 | By Wife |
| Sterling Real Estate Trust | CHIEF INVESTMENT OFFICER | Common Shares | 4,139 | $94,371 | $22.8 | 15 Oct 2025 | Nosnews Holding, LLC |
| Sterling Real Estate Trust | CHIEF INVESTMENT OFFICER | Common Shares | 402 | $9,657 | $24 | 15 Oct 2025 | By Daughter #1 |
| Sterling Real Estate Trust | CHIEF INVESTMENT OFFICER | Common Shares | 288 | $6,934 | $24 | 15 Oct 2025 | By Daughter #2 |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| Sterling Real Estate Trust | 15 Oct 2025 | 7 | $7,969 | 4 | CHIEF INVESTMENT OFFICER | 17 Oct 2025, 11:06 | |
| Sterling Real Estate Trust | 15 Jul 2025 | 5 | $7,076 | 4 | CHIEF INVESTMENT OFFICER | 17 Jul 2025, 14:31 | |
| NONE | Sterling Real Estate Trust | 15 Apr 2025 | 8 | $15,873 | 4 | CHIEF INVESTMENT OFFICER | 17 Apr 2025, 15:24 |
| NONE | Sterling Real Estate Trust | 15 Jan 2025 | 5 | $6,505 | 4 | CHIEF INVESTMENT OFFICER | 17 Jan 2025, 15:18 |
| NONE | Sterling Real Estate Trust | 15 Oct 2024 | 5 | $6,420 | 4 | CHIEF INVESTMENT OFFICER | 17 Oct 2024, 16:11 |
| NONE | Sterling Real Estate Trust | 13 Sep 2024 | 3 | $93,518 | 4 | CHIEF INVESTMENT OFFICER | 13 Sep 2024, 16:35 |
| NONE | Sterling Real Estate Trust | 15 Jul 2024 | 5 | $5,183 | 4 | CHIEF INVESTMENT OFFICER | 17 Jul 2024, 18:15 |
| NONE | Sterling Real Estate Trust | 15 Apr 2024 | 5 | $5,116 | 4 | CHIEF INVESTMENT OFFICER | 17 Apr 2024, 16:36 |
| NONE | Sterling Real Estate Trust | 16 Jan 2024 | 5 | $5,049 | 4 | CHIEF INVESTMENT OFFICER | 18 Jan 2024, 13:51 |
| NONE | Sterling Real Estate Trust | 01 Jan 2024 | 0 | $0 | 3 | Chief Investment Officer | 11 Jan 2024, 16:48 |