Timothy Haugen - Jul 15, 2025 Form 4 Insider Report for Sterling Real Estate Trust

Role
TRUSTEE
Signature
Michael P. Carlson, as Attorney-in-Fact for Timothy Haugen pursuant to Power of Attorney previously filed
Transactions as of
Jul 15, 2025
Transactions value $
$10,080
Form type
4
Date filed
7/17/2025, 02:28 PM
Previous filing
Jul 17, 2024
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Haugen Timothy TRUSTEE 4340 18TH AVE S, SUITE 200, FARGO Michael P. Carlson, as Attorney-in-Fact for Timothy Haugen pursuant to Power of Attorney previously filed 2025-07-17 0001579427

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Commn Shares Award $10.1K +420 +0.92% $24.00 46.2K Jul 15, 2025 Direct F1
holding Common Shares 18.3K Jul 15, 2025 By Wife

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding Limited Partnership Units 7.11K Jul 15, 2025 Common Shares 7.11K $24.00 Direct F2, F3
holding Limited Partnership Units 21.7K Jul 15, 2025 Common Shares 21.7K $24.00 Beth Haugen TOD Tim Haugen F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares issued pursuant to the Trustee Compensation Plan
F2 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F3 These derivative securities do not have an expiration date.