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 |
|---|---|---|---|---|---|---|
| October 15, 2024 Filed Oct 17, 2024 20:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 48.4247 | $21.85 | $1,058.08 |
DisclosureSEC source: 0001415889-24-025341 · form4-10172024_081054.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 3,728.6924 F1 · shares: Includes shares acquired on October 15, 2024 under the dividend investment plan. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 48.4247 | $21.85 | $1,058.08 |
DisclosureSEC source: 0001415889-24-025341 · form4-10172024_081054.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 3,728.6924 F1 · shares: Includes shares acquired on October 15, 2024 under the dividend investment plan. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 48.4247 | $21.85 | $1,058.08 |
DisclosureSEC source: 0001415889-24-025341 · form4-10172024_081054.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 3,728.6924 F1 · shares: Includes shares acquired on October 15, 2024 under the dividend investment plan. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 175.0192 | $21.85 | $3,824.17 |
DisclosureSEC source: 0001415889-24-025341 · form4-10172024_081054.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,476.4917 F1 · shares: Includes shares acquired on October 15, 2024 under the dividend investment plan. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:54 UTC | CHAIN BRIDGE BANCORP INC CBNA · Entity 5955 | PurchaseClass A Common Stock | 626 | $22.00 | $13,772.00 |
DisclosureSEC source: 0000950170-24-113287 · ownership.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 626 Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 9 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 3,680.2677 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 42.1492 | $21.85 | $920.96 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 3,245.4851 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 3,680.2677 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 42.1492 | $21.85 | $920.96 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 3,245.4851 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 3,680.2677 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 42.1492 | $21.85 | $920.96 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 3,245.4851 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,301.4725 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 160.8659 | $21.85 | $3,514.92 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,866.6898 F2 · shares: Includes shares acquired on July 15, 2024 under the dividend reinvestment plan Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 22:22 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 480 | $23.00 | $11,040.00 |
DisclosureSEC source: 0001415889-24-019716 · form4-07172024_100718.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,705.8239 F1 · shares: Shares issued pursuant to the Trustee Compensation Plan Read SEC document |
| May 01, 2024 Filed May 2, 2024 21:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 1,849 | $23.00 | $42,527.00 |
DisclosureSEC source: 0001415889-24-012057 · form4-05022024_090513.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,225.8239 Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-24-010994 · form4-04172024_080439.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 3,203.3359 F1 · shares: Includes shares acquired on April 15, 2024 under the dividend reinvestment plan Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 35.9551 | $21.85 | $785.62 |
DisclosureSEC source: 0001415889-24-010994 · form4-04172024_080439.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 2,768.5533 F1 · shares: Includes shares acquired on April 15, 2024 under the dividend reinvestment plan Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-24-010994 · form4-04172024_080439.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 3,203.3359 F1 · shares: Includes shares acquired on April 15, 2024 under the dividend reinvestment plan Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 35.9551 | $21.85 | $785.62 |
DisclosureSEC source: 0001415889-24-010994 · form4-04172024_080439.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 2,768.5533 F1 · shares: Includes shares acquired on April 15, 2024 under the dividend reinvestment plan Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-24-010994 · form4-04172024_080439.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 3,203.3359 F1 · shares: Includes shares acquired on April 15, 2024 under the dividend reinvestment plan Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 35.9551 | $21.85 | $785.62 |
DisclosureSEC source: 0001415889-24-010994 · form4-04172024_080439.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 2,768.5533 F1 · shares: Includes shares acquired on April 15, 2024 under the dividend reinvestment plan Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:37 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 134.7643 | $21.85 | $2,944.60 |
DisclosureSEC source: 0001415889-24-010994 · form4-04172024_080439.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,376.8239 F1 · shares: Includes shares acquired on April 15, 2024 under the dividend reinvestment plan Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 19:00 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 35.4883 | $21.85 | $775.42 |
DisclosureSEC source: 0001415889-24-001475 · form4-01182024_070153.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 2,732.5982 F1 · shares: Includes shares acquired on January 16, 2024 under the dividend reinvestment plan Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 19:00 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 35.4883 | $21.85 | $775.42 |
DisclosureSEC source: 0001415889-24-001475 · form4-01182024_070153.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 2,732.5982 F1 · shares: Includes shares acquired on January 16, 2024 under the dividend reinvestment plan Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 19:00 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 35.4883 | $21.85 | $775.42 |
DisclosureSEC source: 0001415889-24-001475 · form4-01182024_070153.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 2,732.5982 F1 · shares: Includes shares acquired on January 16, 2024 under the dividend reinvestment plan Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 19:00 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 133.0137 | $21.85 | $2,906.35 |
DisclosureSEC source: 0001415889-24-001475 · form4-01182024_070153.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,242.0596 F1 · shares: Includes shares acquired on January 16, 2024 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 2,697.1098 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 29.3808 | $21.85 | $641.97 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 2,262.3272 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 2,697.1098 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 29.3808 | $21.85 | $641.97 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 2,262.3272 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 2,697.1098 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 29.3808 | $21.85 | $641.97 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 2,262.3272 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,109.0459 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| October 16, 2023 Filed Oct 17, 2023 19:16 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 125.6394 | $21.85 | $2,745.22 |
DisclosureSEC source: 0001415889-23-014333 · form4-10172023_071056.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,674.2633 F1 · shares: Includes shares acquired on October 16, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 9 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 2,232.9465 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 23.3529 | $21.85 | $510.26 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 1,798.1638 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 2,232.9465 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 23.3529 | $21.85 | $510.26 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 1,798.1638 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 2,232.9465 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 23.3529 | $21.85 | $510.26 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 1,798.1638 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,548.6239 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 111.7382 | $21.85 | $2,441.48 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,113.8413 F2 · shares: Includes shares acquired on July 17, 2023 under the dividend reinvestment plan Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 18:49 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 510 | $23.00 | $11,730.00 |
DisclosureSEC source: 0001415889-23-011279 · form4-07192023_060704.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,002.1031 F1 · shares: Shares issued pursuant to the Trustee Compensation Plan Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,492.1031 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 1,774.811 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 17.4027 | $21.85 | $380.25 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #3 Disclosed balance after: 1,340.0284 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 1,774.811 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 17.4027 | $21.85 | $380.25 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #2 Disclosed balance after: 1,340.0284 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 1,774.811 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 17.4027 | $21.85 | $380.25 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter #1 Disclosed balance after: 1,340.0284 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan 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.