SEC Form 4 · accession 0001519609-26-000009
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 21, 2026
Accepted (ET)
Jul 22, 2026 · 2:26 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 | holding | — | — | — | 13,510 | I | Trustmark Enterprises Inc. | |
| Common Shares | holding | — | — | — | 131,215 | I | By Wife | |
| Common Shares | holding | — | — | — | 135,808 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Limited Partnership UnitsF6,F2,F3 | $25.50 | Jul 21, 2026 | P | 57,437 | A | — | — | Common Shares | 3,644,624 | 3,702,061 | D |
| Limited Partnership UnitsF4,F2,F3 | $25.50 | holding | — | — | — | — | — | Common Shares | 35,408 | 35,408 | I |
| Limited Partnership UnitsF2,F3 | $25.50 | holding | — | — | — | — | — | Common Shares | 43,825 | 127,717 | I |
| Limited Partnership UnitsF5,F2,F3 | $25.50 | holding | — | — | — | — | — | Common Shares | 122,830 | 122,830 | I |
Explanation of responses
- F1The 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.
- F2The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
- F3These derivative securities do not have an expiration date.
- F4The reporting person has an ownership interest in JKD, Inc. and disclaims beneficial ownership except to the extent of his pecuniary interest in such securities.
- F5The reporting person is a beneficial owner of GF Corporation and disclaims beneficial ownership except to the extent of his pecuniary interest in such securities.
- F6The reporting person acquired the Limited Partnership Units in connection with a private purchase on 7/21/2026 and disclaims beneficial ownership except to the extent of his pecuniary interest in such securities.