Transaction · 0002005206-26-000007

Swenson Luke B.

Swenson Luke B., CIO, reported a transaction classified as grant at Sterling Real Estate Trust involving 132.788600 shares for an estimated $3216.14. Reported holdings after the transaction were 10221.067400 shares. A 10b5-1 reference was not detected in the stored filing text.

grantSEC transaction code ACIO
SRNONESterling Real Estate Trust
Trade date
Oct 15, 2026
Filing date
Oct 19, 2026
View on SEC Insider profile
Estimated value$3.21kShares × reported price
Shares traded133$24.22 per share
Holdings after10.2kIndirect · By Wife
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Calculated only for code-P purchases and code-S sales.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

NONE price since this filing

Daily closing prices, with the filing date and available return windows
NONE · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago1w ago1d ago
Returns since7d30d90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
grant
Code A
Identifier
0002005206-26-000007
Common Shares
Transaction date
Oct 15, 2026
Filed Oct 19, 2026, 04:02 PM · 4d delay
Shares
132.7886 sh
$24.22 per share
Estimated value
$3.21k
Computed from shares × price
Holdings after
10,221.0674 sh
Indirect · By Wife
Filing-only score

-22 points

Compact filing score computed from stored Form 4 facts. Version v1.

Low filing signal

This filing has a meaningfully negative filing-only score. It is likely less useful as a positive insider-activity signal.

How this score is calculated
  • grant_or_award-22 points

    transaction_code = A

    Grant or award transactions are scheduled compensation, not discretionary.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

CHIEF INVESTMENT OFFICER

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Includes shares acquired on 10/15/26 under the dividend investment plan

Original filing · 0002005206-26-000007
Related transactions

0 other transactions

Same SEC filing
Recent company activity

0 recent txs

NONE