SEC Form 4 · accession 0001519609-26-000007
Sterling Real Estate Trust
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Kenneth P Regan
Officer — CHIEF EXECUTIVE OFFICER · 10% Owner · Other
Period of report
Jul 15, 2026
Accepted (ET)
Jul 16, 2026 · 2:45 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001412502
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common SharesF1,F2 | Jul 15, 2026 | A | 176 | $24.22 | A | 13,510 | I | Trustmark Enterprises Inc. |
| Common Shares | holding | — | — | — | 135,808 | D | ||
| Common Shares | holding | — | — | — | 131,215 | I | By Wife |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Limited Partnership UnitsF3,F4 | $25.50 | holding | — | — | — | — | — | Common Shares | 3,606,663 | 3,644,624 | D |
| Limited Partnership UnitsF5,F3,F4 | $25.50 | holding | — | — | — | — | — | Common Shares | 35,408 | 35,408 | I |
| Limited Partnership UnitsF3,F4 | $25.50 | holding | — | — | — | — | — | Common Shares | 43,825 | 127,717 | I |
| Limited Partnership UnitsF6,F3,F4 | $25.50 | holding | — | — | — | — | — | Common Shares | 122,830 | 122,830 | I |
Explanation of responses
- F1Includes shares acquired on 7/15/26 under the dividend investment plan
- F2The reporting person has an ownership interest in Trustmark Enterprises, Inc. (Trustmark) and has shared voting control of the shares held by Trustmark. The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest in such securities.
- F3The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
- F4These derivative securities do not have an expiration date.
- F5The reporting person has an ownership interest in JKD, Inc.
- F6The reporting person is a beneficial owner of GF Corporation.