Bluerock RE Fund trustee granted 679.14 shares
Bluerock Private Real Estate Fund (BPRE) reports that trustee Farsheed Sohaila Sori acquired Common Shares of Beneficial Interest in two non-market transactions coded as "J".
Rhea-AI Filing Summary
Bluerock Private Real Estate Fund (BPRE) reports that trustee Farsheed Sohaila Sori acquired Common Shares of Beneficial Interest in two non-market transactions coded as "J". On March 31, 2026, 301.02 shares were granted at $16.61 per share, and on June 30, 2026, 378.12 shares were granted at $13.22 per share. A footnote states these shares were granted in conjunction with the trustees' compensation plan, and they are reported as directly owned. No post-transaction share balance is disclosed in this filing.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 679.14 shares
Other
2 txns
Insider
Farsheed Sohaila Sori
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Shares of Beneficial Interest F1 | 378.12 | $13.22 | $5K |
| Other | Common Shares of Beneficial Interest F1 | 301.02 | $16.61 | $5K |
Holdings After Transaction:
Common Shares of Beneficial Interest — 3,627.06 shares (Direct)
Footnotes (1)
- F1. Consists of shares granted in conjunction with the trustees' compensation plan.
Key Figures
Shares acquired on 2026-03-31: 301.02 Common Shares of Beneficial Interest
Price per share on 2026-03-31: $16.61 per share
Shares acquired on 2026-06-30: 378.12 Common Shares of Beneficial Interest
+2 more
5 metrics
Shares acquired on 2026-03-31
301.02 Common Shares of Beneficial Interest
Non-derivative transaction coded J, acquisition related to trustees' compensation plan
Price per share on 2026-03-31
$16.61 per share
Applied to 301.02 Common Shares of Beneficial Interest acquired
Shares acquired on 2026-06-30
378.12 Common Shares of Beneficial Interest
Non-derivative transaction coded J, acquisition related to trustees' compensation plan
Price per share on 2026-06-30
$13.22 per share
Applied to 378.12 Common Shares of Beneficial Interest acquired
Restructuring shares reported
679.14 shares
Total shares in J-code restructuring-type transactions in transaction summary
Key Terms
Common Shares of Beneficial Interest, trustees' compensation plan, Section 16(a) Filings, Rule 10b5-1
4 terms
trustees' compensation plan financial
"shares granted in conjunction with the trustees' compensation plan"
Section 16(a) Filings regulatory
"Limited Power of Attorney for Section 16(a) Filings, dated 7-15-22"
Rule 10b5-1 regulatory
"Rule 10b5-1 trading plan status indicated by aff_10b5_one"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
FAQ
What insider transactions did BPRE trustee Farsheed Sohaila Sori report in this Form 4?
Farsheed Sohaila Sori reported two acquisitions of Common Shares of Beneficial Interest in Bluerock Private Real Estate Fund (BPRE), both coded "J" as other acquisitions related to compensation, on March 31, 2026 and June 30, 2026.
What does the footnote about the BPRE Form 4 transactions explain?
The footnote states that the reported BPRE shares “consist of shares granted in conjunction with the trustees' compensation plan”, indicating these acquisitions are equity compensation grants to trustee Farsheed Sohaila Sori rather than open-market purchases.
Does this BPRE Form 4 indicate trades under a Rule 10b5-1 trading plan?
No. The document-level indicator for Rule 10b5-1 is false, so these reported compensation-related share grants are not identified as occurring under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.