Insider Holders & Insider Ownership - Sterling Real Estate Trust

List of insiders holdings for Sterling Real Estate Trust:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1 Regan Kenneth P
CHIEF EXECUTIVE OFFICER
10% Owner
2025-07-30 16:06:19 3,742,472
250,515
3,992,987 Form 4
2 Wieland James
TRUSTEE
2025-07-17 14:44:46 1,292,568
803,829
2,096,397 Form 4
3 Savageau Richard
Former Trustee
2020-11-10 11:13:06 227,779
0
227,779 Form 4
4 Hunt Timothy
TRUSTEE
2025-07-17 14:36:45 135,133
54,827
189,960 Form 4
5 Wolf Lance
CHAIRMAN, BOARD OF TRUSTEES
2025-07-17 14:39:26 130,329
6,549
136,878 Form 4
6 Hansen James
Former Trustee
2020-10-19 16:55:09 102,375
0
102,375 Form 4
7 Haugen Timothy
TRUSTEE
2025-07-17 14:28:43 53,306
40,005
93,312 Form 4
8 Furness Bruce
Former Chairman
2020-07-17 14:26:18 67,682
0
67,682 Form 4
9 Korsmo Michelle L.
TRUSTEE
2025-07-17 14:41:01 25,862
40,281
66,143 Form 4
10 Fearing Clifford P
Trustee
2017-07-19 18:28:26 33,286
0
33,286 Form 4
11 OCallaghan Lawrence R
Trustee
2013-04-17 18:01:58 28,038
2,007
30,045 Form 4
12 Perkins David F.
Vice President
2025-07-17 14:42:19 12,989
9,648
22,637 Form 4
13 Swenson Brad
President
2017-01-19 15:17:44 14,675
0
14,675 Form 4
14 Swenson Luke B.
CHIEF INVESTMENT OFFICER
2025-07-17 14:31:03 9,582
4,085
13,667 Form 4
15 Becker Peggy
Trustee
2012-04-17 16:53:02 12,913
175.96
13,089 Form 4
16 Strinden Earl
Chairman of Trustees
2011-05-09 09:41:10 11,143
0
11,143 Form 3
17 Carlson Rex
Trustee
2011-05-09 09:47:35 6,397
0
6,397 Form 3
18 Schreiner Megan E.
PRESIDENT
2025-07-17 14:30:18 5,434
179.94
5,614 Form 4
19 THOMSEN JOEL S.
PRESIDENT & CIO
2023-10-17 15:14:00 2,635
2,635
5,270 Form 4
20 Polovitz Mark
TRUSTEE
2025-07-17 14:33:24 2,436
0
2,436 Form 4
21 Hammes Gregory P.
TRUSTEE
2025-07-17 14:34:41 1,327
570.84
1,897 Form 4
22 Christenson Ann L.
TRUSTEE
2025-01-17 15:23:21 1,831
0
1,831 Form 4
23 Stock Angela Dawn
Chief Accounting Officer
2019-04-17 13:26:03 974.48
167.72
1,142 Form 4
24 Schmiess Barry
CHIEF INVESTMENT OFFICER
2023-01-19 15:07:38 876.31
0
876.31 Form 4
25 Winger Peter
Chief Financial Officer
2014-01-17 11:05:02 704.45
0
704.45 Form 4
26 Carlson Michael Paul
GENERAL COUNSEL & SECRETARY
2025-07-17 14:33:52 417.92
0
417.92 Form 4
27 Downs Ryan M.
Chief Investment Officer
2021-04-19 16:44:43 251.17
0
251.17 Form 4
28 Chaffee Erica J
CHIEF FINANCIAL OFFICER
2022-07-19 13:01:45 1.5254
40.31
41.84 Form 4
29 Gleave Damon
CFO & TREASURER
2024-04-17 16:41:11 1.0961
0
1.0961 Form 4
30 Reich Elizabeth A.
Chief Financial Officer
2025-04-17 15:22:26 1.0228
0
1.0228 Form 4
31 Iverson Darla J
Secretary
2012-08-24 18:15:39 0
0
0 Form 4