Wieland James 4
4 · Sterling Real Estate Trust · Filed Apr 17, 2025
Insider Transaction Report
Form 4
Wieland James
10% OwnerOther
Transactions
- Award
Common Shares
2025-04-15$22.80/sh+2,486.15$56,684→ 191,433.566 total - Purchase
Common Shares
2025-04-15$24.00/sh+1,041.667$25,000→ 192,475.233 total
Holdings
- 1,097,319.813
Limited Partnership Units
Exercise: $24.00→ Common Shares (1,097,319.813 underlying) - 11,665.016(indirect: By LLC)
Limited Partnership Units
Exercise: $24.00→ Common Shares (11,665.016 underlying) - 35,408.425(indirect: JKD, Inc.)
Limited Partnership units
Exercise: $24.00→ Common Shares (35,408.425 underlying) - 756,756(indirect: By Trust)
Limited Partnership Units
Exercise: $24.00→ Common Shares (756,756 underlying)
Footnotes (5)
- [F1]Includes shares acquired on 4/15/2025 under the dividend investment 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.
- [F4]The Reporting Person has an ownership interest in JKD, Inc.
- [F5]The Reporting Person has voting control over these units.