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 |
|---|---|---|---|---|---|---|
| April 17, 2023 Filed Apr 19, 2023 15:32 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 104.6407 | $21.85 | $2,286.40 |
DisclosureSEC source: 0001415889-23-006673 · form4-04192023_030449.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,057.3205 F1 · shares: Includes shares acquired on April 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter #3 Disclosed balance after: 1,322.6256 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 11.5304 | $21.85 | $251.94 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter #3 Disclosed balance after: 887.843 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter #2 Disclosed balance after: 1,322.6256 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 11.5304 | $21.85 | $251.94 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter #2 Disclosed balance after: 887.843 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter #1 Disclosed balance after: 1,322.6256 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 11.5304 | $21.85 | $251.94 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter #1 Disclosed balance after: 887.843 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,952.6798 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 19:59 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 97.6352 | $21.85 | $2,133.33 |
DisclosureSEC source: 0001415889-23-001180 · form4-01192023_070134.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,517.8972 F1 · shares: Includes shares acquired on January 17, 2023 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 876.3126 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 5.7341 | $21.85 | $125.29 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 441.53 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 876.3126 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 5.7341 | $21.85 | $125.29 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 441.53 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 876.3126 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 5.7341 | $21.85 | $125.29 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 441.53 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,420.2619 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 90.7204 | $21.85 | $1,982.24 |
DisclosureSEC source: 0001415889-22-010682 · form4-10182022_021023.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,985.4793 F1 · shares: Includes shares acquired on October 17, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 8 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 435.7959 F2 · shares: Includes shares acquired on July 15, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 0.0133 | $21.85 | $0.29 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 7 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 1.0133 F2 · shares: Includes shares acquired on July 15, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 6 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 435.7959 F2 · shares: Includes shares acquired on July 15, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 0.0133 | $21.85 | $0.29 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 5 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 1.0133 F2 · shares: Includes shares acquired on July 15, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 434.7826 | $23.00 | $10,000.00 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 4 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 435.7959 F2 · shares: Includes shares acquired on July 15, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 0.0133 | $21.85 | $0.29 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 3 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 1.0133 F2 · shares: Includes shares acquired on July 15, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 83.3085 | $21.85 | $1,820.29 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,894.759 F2 · shares: Includes shares acquired on July 15, 2022 under the dividend reinvestment plan Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 480 | $23.00 | $11,040.00 |
DisclosureSEC source: 0001415889-22-007727 · form4-07192022_090727.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,811.4505 F1 · shares: Shares issued pursuant to the Trustee Compensation Plan Read SEC document |
| May 06, 2022 Filed May 9, 2022 20:33 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 3 | $23.00 | $69.00 |
DisclosureSEC source: 0001415889-22-004771 · form4-05092022_010536.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,331.4505 Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 20:17 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 82.2654 | $21.85 | $1,797.50 |
DisclosureSEC source: 0001415889-22-004187 · form4-04202022_010418.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · TRUSTEE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,334.4505 F1 · shares: Includes shares acquired on April 18, 2022 under the dividend reinvestment plan Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 21:46 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 74.9185 | $21.85 | $1,636.97 |
DisclosureSEC source: 0001179110-22-000534 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,252.185 F1 · shares: Includes shares acquired on January 18, 2022 under the Sterling dividend reinvestment plan. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 15:56 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 84.9716 | $19.00 | $1,614.46 |
DisclosureSEC source: 0001179110-21-009509 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,177.2665 F1 · shares: Includes shares acquired on October 15, 2021 under the Sterling dividend reinvestment plan. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 19:56 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 76.7874 | $19.00 | $1,458.96 |
DisclosureSEC source: 0001179110-21-007571 · edgar.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,092.2949 F1 · shares: Includes shares acquired on July 15, 2021 under the Sterling dividend reinvestment plan. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 19:56 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 510 | $20.00 | $10,200.00 |
DisclosureSEC source: 0001179110-21-007571 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,015.5076 F2 · shares: Shares issued pursuant to the Trustee Compensation Plan Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 20:47 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 75.7311 | $19.00 | $1,438.89 |
DisclosureSEC source: 0001179110-21-004502 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,505.5076 F1 · shares: Includes shares acquired on April 15, 2021 under the Sterling dividend reinvestment plan. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:58 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 74.6021 | $19.00 | $1,417.44 |
DisclosureSEC source: 0001179110-21-000713 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,429.7765 F1 · shares: Includes shares acquired on January 15, 2021 under the Sterling dividend reinvestment plan. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 20:56 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 76.403 | $18.29 | $1,397.22 |
DisclosureSEC source: 0001179110-20-010561 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,355.1744 F1 · shares: Includes shares acquired on October 15, 2020 under the Sterling dividend reinvestment plan. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 18:30 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 67.609 | $18.29 | $1,236.40 |
DisclosureSEC source: 0001179110-20-008331 · edgar.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,278.7714 F1 · shares: Includes shares acquired on July 15, 2020 under the Sterling dividend reinvestment plan. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 18:30 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 540 | $19.25 | $10,395.00 |
DisclosureSEC source: 0001179110-20-008331 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,211.1624 F2 · shares: Shares issued pursuant to the Trustee Compensation Plan. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 15:35 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 66.6444 | $18.29 | $1,218.76 |
DisclosureSEC source: 0001179110-20-004922 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,671.1624 F1 · shares: Includes shares acquired on April 15, 2020 under the Sterling dividend reinvestment plan. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:56 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 64.8525 | $18.29 | $1,185.99 |
DisclosureSEC source: 0001179110-20-000645 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,604.5179 F1 · shares: Includes shares acquired on January 15, 2020 under the Sterling dividend reinvestment plan. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 16:34 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 64.7684 | $18.05 | $1,169.07 |
DisclosureSEC source: 0001179110-19-011073 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,539.6654 F1 · shares: Includes shares acquired on October 15, 2019 under the Sterling dividend reinvestment plan. Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 14:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 480 | $19.00 | $9,120.00 |
DisclosureSEC source: 0001179110-19-008689 · edgar.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474.897 F2 · shares: Shares issued pursuant to the Trustee Compensation Plan. Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 14:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 56.9956 | $18.05 | $1,028.77 |
DisclosureSEC source: 0001179110-19-008689 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,994.897 F1 · shares: Includes shares acquired on July 15, 2019 under the Sterling dividend reinvestment plan. Read SEC document |
| April 15, 2019 Filed Apr 17, 2019 17:25 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 56.1828 | $18.05 | $1,014.10 |
DisclosureSEC source: 0001179110-19-005073 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,937.9015 F1 · shares: Includes shares acquired on April 15, 2019 under the Sterling dividend reinvestment plan. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 16:18 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 526.3158 | $19.00 | $10,000.00 |
DisclosureSEC source: 0001179110-19-000814 · edgar.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,881.7186 F1 · shares: Includes shares acquired on January 15, 2019 under the Sterling dividend reinvestment plan. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 16:18 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 46.6299 | $18.05 | $841.67 |
DisclosureSEC source: 0001179110-19-000814 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,355.4028 F1 · shares: Includes shares acquired on January 15, 2019 under the Sterling dividend reinvestment plan. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 540.5405 | $18.50 | $10,000.00 |
DisclosureSEC source: 0001179110-18-012241 · edgar.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,308.7729 F1 · shares: Includes shares acquired on October 15, 2018 under the Sterling dividend reinvestment plan. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 20:05 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 39.4947 | $17.58 | $694.12 |
DisclosureSEC source: 0001179110-18-012241 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,768.2324 F1 · shares: Includes shares acquired on October 15, 2018 under the Sterling dividend reinvestment plan. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 18:09 UTC | Sterling Real Estate Trust NONE · Entity 19056 | GrantCommon Shares | 405 | $18.50 | $7,492.50 |
DisclosureSEC source: 0001179110-18-009799 · edgar.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,728.7376 F2 · shares: Shares issued pursuant to the Trustee Compensation Plan. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 18:09 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 33.1533 | $17.58 | $582.67 |
DisclosureSEC source: 0001179110-18-009799 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,323.7376 F1 · shares: Includes shares acquired on July 16, 2018 under the Sterling dividend reinvestment plan. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 21:11 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 32.6799 | $17.58 | $574.35 |
DisclosureSEC source: 0001179110-18-005751 · edgar.xml · nonDerivative · entry 1 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,290.5843 F1 · shares: Includes shares acquired on April 16, 2018 under the Sterling dividend reinvestment plan. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:29 UTC | Sterling Real Estate Trust NONE · Entity 19056 | PurchaseCommon Shares | 1,621.6216 | $18.50 | $30,000.00 |
DisclosureSEC source: 0001179110-18-000970 · edgar.xml · nonDerivative · entry 2 Korsmo Michelle L. · CIK 0001709430 · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257.9044 F1 · shares: Includes shares acquired on January 16, 2018 under the Sterling 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.