Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHAIN BRIDGE BANCORP INCCBNA · Entity 5955 | Director | October 03, 2024 | October 07, 2024 |
| Sterling Real Estate TrustNONE · Entity 19056 | TRUSTEE | July 24, 2026 | July 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CHAIN BRIDGE BANCORP INC
Report date October 03, 2024 · Filed October 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 626 |
Reported balance
After 2024-10-03 transaction · row 1
1 source rowRow 1 · 2024-10-03 · Purchase · Acquired 626 · Balance 626 |
Sterling Real Estate Trust
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 30,528.4106 |
Reported balance
After 2026-07-24 transaction · row 4
1 source rowRow 4 · 2026-07-24 · Purchase · Acquired 1,960 · Balance 30,528.4106 |
| Common SharesSEC Table I · non-derivative | IndirectBy Daughter #1 | 7,455.1973 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,455.1973 |
| Common SharesSEC Table I · non-derivative | IndirectBy Daughter #2 | 7,455.1973 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,455.1973 |
| Common SharesSEC Table I · non-derivative | IndirectBy Daughter #3 | 7,455.1973 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,455.1973 |
| Limited Partnership UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $25.50 | IndirectBy Husband | 34,513.385 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 34,513.385 F1: The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan. F2: These derivative securities do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F2: These derivative securities do not have an expiration date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 24, 2026 Filed Jul 28, 2026 14:40 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 1,960 | $25.50 | $49,980.00 |
DisclosureSEC source: 0001709430-26-000008 · form4-07282026_020727.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,528.4106 Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 980.3921 | $25.50 | $25,000.00 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 7,455.1973 F2 · shares: Includes shares acquired on 7/15/26 under the dividend investment plan Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 980.3921 | $25.50 | $25,000.00 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 7,455.1973 F2 · shares: Includes shares acquired on 7/15/26 under the dividend investment plan Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 980.3921 | $25.50 | $25,000.00 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 7,455.1973 F2 · shares: Includes shares acquired on 7/15/26 under the dividend investment plan Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 84.1184 | $24.22 | $2,037.35 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 6,474.8051 F2 · shares: Includes shares acquired on 7/15/26 under the dividend investment plan Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 84.1184 | $24.22 | $2,037.35 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 6,474.8051 F2 · shares: Includes shares acquired on 7/15/26 under the dividend investment plan Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 84.1184 | $24.22 | $2,037.35 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 6,474.8051 F2 · shares: Includes shares acquired on 7/15/26 under the dividend investment plan Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 366.6692 | $24.22 | $8,880.73 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,568.4106 F2 · shares: Includes shares acquired on 7/15/26 under the dividend investment plan Read SEC document |
| July 15, 2026 Filed Jul 16, 2026 18:43 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001709430-26-000006 · form4-07162026_060740.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,201.7413 F1 · shares: Shares issued pursuant to the Trustee Compensation Plan Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 16:48 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 83.0255 | $24.22 | $2,010.88 |
DisclosureSEC source: 0001709430-26-000004 · form4-04172026_040441.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 6,390.6866 F1 · shares: Includes shares acquired on 4/15/26 under the dividend investment plan Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 16:48 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 83.0255 | $24.22 | $2,010.88 |
DisclosureSEC source: 0001709430-26-000004 · form4-04172026_040441.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 6,390.6866 F1 · shares: Includes shares acquired on 4/15/26 under the dividend investment plan Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 16:48 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 83.0255 | $24.22 | $2,010.88 |
DisclosureSEC source: 0001709430-26-000004 · form4-04172026_040441.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 6,390.6866 F1 · shares: Includes shares acquired on 4/15/26 under the dividend investment plan Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 16:48 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 980.3921 | $25.50 | $25,000.00 |
DisclosureSEC source: 0001709430-26-000004 · form4-04172026_040441.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,856.7413 F1 · shares: Includes shares acquired on 4/15/26 under the dividend investment plan Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 16:48 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 349.1684 | $24.22 | $8,456.86 |
DisclosureSEC source: 0001709430-26-000004 · form4-04172026_040441.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,876.3491 F1 · shares: Includes shares acquired on 4/15/26 under the dividend investment plan Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 392.1568 | $25.50 | $10,000.00 |
DisclosureSEC source: 0001709430-26-000002 · form4-01202026_090126.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 6,307.661 F1 · shares: Includes shares acquired on 1/15/26 under the dividend investment plan Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 72.3757 | $24.22 | $1,752.94 |
DisclosureSEC source: 0001709430-26-000002 · form4-01202026_090126.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 5,915.5041 F1 · shares: Includes shares acquired on 1/15/26 under the dividend investment plan Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 392.1568 | $25.50 | $10,000.00 |
DisclosureSEC source: 0001709430-26-000002 · form4-01202026_090126.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 6,307.661 F1 · shares: Includes shares acquired on 1/15/26 under the dividend investment plan Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 72.3757 | $24.22 | $1,752.94 |
DisclosureSEC source: 0001709430-26-000002 · form4-01202026_090126.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 5,915.5041 F1 · shares: Includes shares acquired on 1/15/26 under the dividend investment plan Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 392.1568 | $25.50 | $10,000.00 |
DisclosureSEC source: 0001709430-26-000002 · form4-01202026_090126.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 6,307.661 F1 · shares: Includes shares acquired on 1/15/26 under the dividend investment plan Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 72.3757 | $24.22 | $1,752.94 |
DisclosureSEC source: 0001709430-26-000002 · form4-01202026_090126.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 5,915.5041 F1 · shares: Includes shares acquired on 1/15/26 under the dividend investment plan Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 324.5578 | $24.22 | $7,860.79 |
DisclosureSEC source: 0001709430-26-000002 · form4-01202026_090126.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,527.1806 F1 · shares: Includes shares acquired on 1/15/26 under the dividend investment plan Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 15:10 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 75.8846 | $22.80 | $1,730.17 |
DisclosureSEC source: 0001709430-25-000006 · form4-10172025_031044.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 5,843.1283 F1 · shares: Includes shares acquired on 10/15/2025 under the dividend investment plan Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 15:10 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 75.8846 | $22.80 | $1,730.17 |
DisclosureSEC source: 0001709430-25-000006 · form4-10172025_031044.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 5,919.0129 F1 · shares: Includes shares acquired on 10/15/2025 under the dividend investment plan Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 15:10 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 75.8846 | $22.80 | $1,730.17 |
DisclosureSEC source: 0001709430-25-000006 · form4-10172025_031044.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 5,843.1283 F1 · shares: Includes shares acquired on 10/15/2025 under the dividend investment plan Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 15:10 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 340.2938 | $22.80 | $7,758.70 |
DisclosureSEC source: 0001709430-25-000006 · form4-10172025_031044.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,202.6228 F1 · shares: Includes shares acquired on 10/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 1,041.6666 | $24.00 | $25,000.00 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 9 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 5,767.2437 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 1,041.6666 | $24.00 | $25,000.00 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 5,767.2437 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 1,041.6666 | $24.00 | $25,000.00 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 5,767.2437 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 421.875 | $24.00 | $10,125.00 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,862.3289 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 61.371 | $22.80 | $1,399.26 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 4,725.5771 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 61.371 | $22.80 | $1,399.26 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 4,725.5771 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 61.371 | $22.80 | $1,399.26 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 4,725.5771 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 325.1355 | $22.80 | $7,413.09 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,440.4539 F2 · shares: Includes shares acquired on 7/15/2025 under the dividend investment plan Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 18:41 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 405 | $24.00 | $9,720.00 |
DisclosureSEC source: 0001415889-25-019909 · form4-07172025_060757.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,115.3184 F1 · shares: Shares issued pursuant to the Trustee Compensation Plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 416.6666 | $24.00 | $10,000.00 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 4,664.2061 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 55.1627 | $22.80 | $1,257.71 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 4,247.5394 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 416.6666 | $24.00 | $10,000.00 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 4,664.206 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 55.1627 | $22.80 | $1,257.71 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 4,247.5393 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 416.6666 | $24.00 | $10,000.00 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 4,664.206 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 55.1627 | $22.80 | $1,257.71 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 4,247.5393 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 625 | $24.00 | $15,000.00 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,710.3185 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 19:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 312.7964 | $22.80 | $7,131.76 |
DisclosureSEC source: 0001415889-25-010848 · form4-04172025_070425.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,085.3185 F1 · shares: Includes shares acquired on 4/15/2025 under the dividend investment plan Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:21 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 416.6666 | $24.00 | $10,000.00 |
DisclosureSEC source: 0001415889-25-001666 · form4-01172025_080122.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 4,192.3767 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:21 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 47.0175 | $22.80 | $1,072.00 |
DisclosureSEC source: 0001415889-25-001666 · form4-01172025_080122.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 3,775.71 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:21 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 416.6666 | $24.00 | $10,000.00 |
DisclosureSEC source: 0001415889-25-001666 · form4-01172025_080122.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 4,192.3766 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:21 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 47.0175 | $22.80 | $1,072.00 |
DisclosureSEC source: 0001415889-25-001666 · form4-01172025_080122.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 3,775.7099 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:21 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 416.6666 | $24.00 | $10,000.00 |
DisclosureSEC source: 0001415889-25-001666 · form4-01172025_080122.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 4,192.3766 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:21 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 47.0175 | $22.80 | $1,072.00 |
DisclosureSEC source: 0001415889-25-001666 · form4-01172025_080122.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 3,775.7099 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:21 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 296.0302 | $22.80 | $6,749.49 |
DisclosureSEC source: 0001415889-25-001666 · form4-01172025_080122.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,772.522 Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 14:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 10,000 | $23.00 | $230,000.00 |
DisclosureSEC source: 0001415889-24-027482 · form4-11222024_021126.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,476.4917 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.