Luke B. Swenson, CHIEF INVESTMENT OFFICER (NONE), bought 672 shares at $24.00 ($16K) on 2025-04-15, disclosed to the SEC on 2025-04-17.
Open-market purchase of $16k NONE by CHIEF INVESTMENT OFFICER. Below the thresholds we flag for high-conviction alerts (no C-suite role, rare reversal, cluster, or A-grade history).
| # | Price | Shares | Value | % of Total |
|---|---|---|---|---|
| 1 | $22.80 | 122 | $3K | 17.6% |
| 2 | $22.80 | 122 | $3K | 17.6% |
| 3 | $22.80 | 3 | $74 | 0.5% |
| 4 | $22.80 | 48 | $1K | 7.0% |
| 5 | $22.80 | 4 | $92 | 0.6% |
| 6 | $24.00 | 291 |
| Ticker | Type | Filed | Value | 7d Stock | Filing |
|---|---|---|---|---|---|
| PrivateSterling Real Estate Trust | BUY | 2026-04-17 | $17K | — | Filing → |
| PrivateSterling Real Estate Trust | BUY |
| $7K |
| 44.1% |
| 7 | $24.00 | 20 | $500 | 3.1% |
| 8 | $24.00 | 62 | $2K | 9.4% |
| Total | $23.62 avg | 672 | $16K | 100% |
| 2025-10-17 |
| $800 |
| — |
| Filing → |
| PrivateSterling Real Estate Trust | BUY | 2024-09-13 | $94K | — | Filing → |
| PrivateSterling Real Estate Trust | BUY | 2024-01-18 | $5K | — | Filing → |