Starwood REIT director granted 19,420 shares
Director Jonathan Lee Pollack received 19,420 Class I shares as fee-based equity, bringing his direct holdings to 161,035 shares.
Rhea-AI Filing Summary
Starwood Real Estate Income Trust, Inc. (SWDR) reported that director Jonathan Lee Pollack acquired 19,420 Class I Common Shares on September 3, 2026 as a grant or award. The shares represent a portion of management fees paid to the advisor under the advisory agreement and include shares acquired through the company’s Distribution Reinvestment Plan. Following this award, he directly holds 161,035 Class I Common Shares, and no Rule 10b5-1 trading plan is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 19,420 shares
Grant/Award
1 txn
Insider
Pollack Jonathan Lee
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class I Common Shares F1, F2 | 19,420 | -- | -- |
Holdings After Transaction:
Class I Common Shares — 161,035 shares (Direct)
Footnotes (2)
- F1. The reported securities represent a portion of shares paid to the advisor in settlement of management fees pursuant to the Issuer's advisory agreement.
- F2. Includes shares acquired through Issuer's Distribution Reinvestment Plan.
Key Figures
Shares acquired: 19,420 Class I Common Shares
Total direct holdings after transaction: 161,035 Class I Common Shares
Transaction date: September 3, 2026
3 metrics
Shares acquired
19,420 Class I Common Shares
Grant or award to Jonathan Lee Pollack on September 3, 2026
Total direct holdings after transaction
161,035 Class I Common Shares
Jonathan Lee Pollack’s position following the September 3, 2026 award
Transaction date
September 3, 2026
Date of grant or award of 19,420 Class I Common Shares
Key Terms
Distribution Reinvestment Plan, advisory agreement, Class I Common Shares, management fees
4 terms
Distribution Reinvestment Plan financial
"Includes shares acquired through Issuer's Distribution Reinvestment Plan"
An automatic program that uses cash distributions—such as dividends or other payouts—from a stock or fund to buy additional shares of the same security instead of handing out cash to the investor. Think of it like using store credit you’d otherwise pocket to buy more items: it makes your holding grow over time without you having to manually reinvest, which can compound returns, reduce transaction costs and change the timing of taxable income.
advisory agreement financial
"paid to the advisor in settlement of management fees pursuant to the Issuer's advisory agreement"
An advisory agreement is a written contract that spells out the responsibilities, fees and length of time a company hires an outside advisor — such as a financial, strategic or legal consultant — to provide ongoing guidance. For investors, it matters because the agreement sets costs, performance expectations, and any limits or conflicts that can affect a company’s strategy and financial results, similar to seeing the terms of a hired expert before judging their influence.
management fees financial
"shares paid to the advisor in settlement of management fees"
Management fees are the regular charges a fund or investment manager takes for running an investment vehicle, covering tasks like selecting assets, monitoring portfolios and handling paperwork. For investors, these fees reduce returns over time much like an ongoing subscription cuts into your monthly budget—so lower fees or clearer value from the manager can meaningfully affect net gains and long-term performance.
FAQ
What insider transaction did SWDR disclose for Jonathan Lee Pollack?
SWDR disclosed that director Jonathan Lee Pollack acquired 19,420 Class I Common Shares on September 3, 2026 as a grant or award, increasing his direct holdings to 161,035 shares.
Was Jonathan Lee Pollack’s SWDR transaction under a Rule 10b5-1 plan?
No. The filing indicates the Rule 10b5-1 checkbox is not affirmed, and there is no footnote stating that the September 3, 2026 acquisition was made under a 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.