Sterling Real Estate Trust·4

Jul 28, 10:43 AM ET

Haugen Timothy 4

4 · Sterling Real Estate Trust · Filed Jul 28, 2026

Research Summary

AI-generated summary of this filing

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Sterling Real Estate Trust Trustee Timothy Haugen Sells Shares

What Happened
Timothy Haugen, a trustee of Sterling Real Estate Trust, disposed of 1,960 shares in an open-market or private sale on July 24, 2026. The shares were sold at $25.50 per share for a total transaction value of $49,980. This was a sale (not a purchase or option exercise), which is often routine insider selling and does not by itself indicate the company’s outlook.

Key Details

  • Transaction date: 2026-07-24; Filing date: 2026-07-28.
  • Transaction type: Sale (reported as "open market or private sale").
  • Shares sold: 1,960 at $25.50 per share; Total proceeds: $49,980.
  • Shares owned after the transaction: Not specified in the provided filing excerpt.
  • Footnotes included:
    • F1: Units are subject to exchange or redemption under the LLLP Agreement and applicable redemption plan.
    • F2: Referenced derivative securities have no expiration date.
  • Timeliness: The filing was submitted four days after the trade date; Form 4s are generally due within two business days, so the timing may merit review for late-filing rules (not confirmed here).

Context
Sales by trustees and insiders can be for many personal or administrative reasons (taxes, diversification, estate planning) and are not definitive signals of company performance. This report documents a straightforward sale of shares rather than an acquisition, award, or option exercise.

Insider Transaction Report

Form 4
Period: 2026-07-24
Transactions
  • Sale

    Common Shares

    2026-07-24$25.50/sh1,960$49,98012,940.429 total(indirect: By Spouse)
Holdings
  • Commn Shares

    45,198.293
  • Limited Partnership Units

    [F1][F2]
    Exercise: $25.50Common Shares (7,112.096 underlying)
    7,112.096
  • Limited Partnership Units

    [F1][F2]
    (indirect: Beth Haugen TOD Tim Haugen)
    Exercise: $25.50Common Shares (21,740 underlying)
    21,740
Footnotes (2)
  • [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.
Signature
Michael P. Carlson, as Attorney-in-Fact for Timothy Haugen pursuant to Power of Attorney previously filed|2026-07-28

Documents

1 file
  • 4
    form4-07282026_020735.xmlPrimary