Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSEX PROPERTY TRUST, INC.ESS · Entity 3275 | Executive Vice President & CIO | December 09, 2022 | December 13, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ESSEX PROPERTY TRUST, INC.
Report date December 09, 2022 · Filed December 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $214.79 · Expires 2031-12-08 | Direct | 6,611 |
Reported balance
After 2022-12-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-12-09 · Grant · Acquired 6,611 · Balance 6,611 F1: 1/3 of these stock options vest on each anniversary starting on December 9, 2023 and ending on December 9, 2025. Stock options are subject to a $100 cap upon exercise. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/3 of these stock options vest on each anniversary starting on December 9, 2023 and ending on December 9, 2025. Stock options are subject to a $100 cap upon exercise.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 09, 2022 Filed Dec 13, 2022 23:13 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 6,611 | $0.00 Strike: $214.79 | $0.00 |
DisclosureSEC source: 0000920522-22-000077 · wf-form4_167097319086256.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,611 Underlying: Common Stock · 6,611 shares Expires 2031-12-08 F1 · security: 1/3 of these stock options vest on each anniversary starting on December 9, 2023 and ending on December 9, 2025. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| January 20, 2022 Filed Jan 25, 2022 01:15 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Tax withholdingCommon Stock | 281 | $335.78 | $94,354.18 |
DisclosureSEC source: 0000920522-22-000013 · wf-form4_164307329709496.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,334 F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 6, 2018. Read SEC document |
| January 20, 2022 Filed Jan 25, 2022 01:15 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-22-000013 · wf-form4_164307329709496.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,615 F1 · shares: As determined in January 20, 2022, this amount represents all the remaining restricted stock units originally granted on December 6, 2018 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against industry-specific index through December 6, 2021. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 21:32 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,235 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-21-000093 · wf-form4_163951751904329.xml · derivative · entry 3 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,235 shares Expires 2030-12-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 21:32 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 3,235 | $352.95 | $1,141,793.25 |
DisclosureSEC source: 0000920522-21-000093 · wf-form4_163951751904329.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range from $352.84 and $353.13. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 21:32 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 3,235 | $248.70 | $804,544.50 |
DisclosureSEC source: 0000920522-21-000093 · wf-form4_163951751904329.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Under the terms of the stock options, the maximum value that the reporting person could receive is $100 per share. Accordingly, the value in excess of such amount, $4.25 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $248.70. Read SEC document |
| November 30, 2021 Filed Dec 3, 2021 00:13 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 7,732 | $0.00 Strike: $339.44 | $0.00 |
DisclosureSEC source: 0000920522-21-000083 · wf-form4_163849036463317.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,732 Underlying: Common Stock · 7,732 shares Expires 2031-11-29 F1 · security: 1/3 of these options vest on each anniversary starting on November 30, 2022, and ending on November 30, 2024. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 23:53 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 11,985 | $0.00 Strike: $240.61 | $0.00 |
DisclosureSEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · derivative · entry 7 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,985 shares Expires 2027-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 23:53 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 200 | $344.82 | $68,964.00 |
DisclosureSEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 6 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 F6 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $344.81 and $344.82. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 23:53 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 875 | $344.24 | $301,210.00 |
DisclosureSEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 5 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,063 F5 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $343.80 and $344.71. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 23:53 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 2,608 | $342.94 | $894,387.52 |
DisclosureSEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 4 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,938 F4 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $342.64 and $343.58. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 23:53 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 6,802 | $342.11 | $2,327,032.22 |
DisclosureSEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 3 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,546 F3 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $341.63 and $342.60. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 23:53 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 1,500 | $341.34 | $512,010.00 |
DisclosureSEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,348 F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $340.61 and $341.54. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 23:53 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 11,985 | $240.61 | $2,883,710.85 |
DisclosureSEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,848 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Under the terms of the stock options, the maximum value that the reporting person could receive is $100 per share. Accordingly, the value in excess of such amount, $1.78 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $240.61. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:49 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Tax withholdingCommon Stock | 1,083 | $236.34 | $255,956.22 |
DisclosureSEC source: 0000920522-21-000010 · wf-form4_161075815720664.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 7, 2017. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:49 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 1,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000010 · wf-form4_161075815720664.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,946 F1 · shares: As determined on January 13, 2021, this amount of 1,363 represents all the remaining restricted stock units originally granted on December 7, 2017 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020. Read SEC document |
| December 02, 2020 Filed Dec 5, 2020 00:27 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 9,138 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-20-000063 · wf-form4_160712806416279.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,138 Underlying: Common Stock · 9,138 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 02, 2020 Filed Jan 7, 2021 00:19 UTC Amendment | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 9,705 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-21-000002 · wf-form4a_160997877414826.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,705 Underlying: Common Stock · 9,705 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. F2 · shares: The Reporting Person's Form 4 filed on December 4, 2020 incorrectly reported the number of stock options granted, and this amended Form 4 is being filed to report the correct number. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:22 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | ConversionOperating Partnership Units · Derivative | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920522-20-000032 · wf-form4_158404450349810.xml · derivative · entry 2 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · derivative.expiration_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:22 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | ConversionSeries Z-1 Incentive Units · Derivative | 4,000 | $1.00 | $4,000.00 |
DisclosureSEC source: 0000920522-20-000032 · wf-form4_158404450349810.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Operating Partnership Units · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F2 · price: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date. F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F2 · derivative.expiration_date: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 22:02 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,473 | $0.00 Strike: $219.22 | $0.00 |
DisclosureSEC source: 0000920522-20-000021 · wf-form4_158163131976258.xml · derivative · entry 3 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,473 shares Expires 2026-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 22:02 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 3,473 | $319.57 | $1,109,866.61 |
DisclosureSEC source: 0000920522-20-000021 · wf-form4_158163131976258.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,583 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 22:02 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 3,473 | $219.22 | $761,351.06 |
DisclosureSEC source: 0000920522-20-000021 · wf-form4_158163131976258.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,056 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $0.35 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $219.22. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 21:54 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,211 | $0.00 Strike: $219.22 | $0.00 |
DisclosureSEC source: 0000920522-20-000016 · wf-form4_158154444056628.xml · derivative · entry 3 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,473 Underlying: Common Stock · 1,211 shares Expires 2026-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 21:54 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 1,211 | $319.43 | $386,829.73 |
DisclosureSEC source: 0000920522-20-000016 · wf-form4_158154444056628.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,583 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 21:54 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 1,211 | $219.22 | $265,475.42 |
DisclosureSEC source: 0000920522-20-000016 · wf-form4_158154444056628.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $0.21 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $219.22. Read SEC document |
| January 14, 2020 Filed Jan 14, 2020 22:16 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Tax withholdingCommon Stock | 966 | $305.50 | $295,113.00 |
DisclosureSEC source: 0000920522-20-000003 · wf-form4_157904017193936.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,583 F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 8, 2016. Read SEC document |
| January 10, 2020 Filed Jan 14, 2020 22:16 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-20-000003 · wf-form4_157904017193936.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,549 F1 · shares: As determined on January 10, 2020, this amount of 952 represents the remaining restricted stock units originally granted on December 8, 2016 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 8, 2019. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 00:43 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 9,893 | $0.00 Strike: $311.43 | $0.00 |
DisclosureSEC source: 0000920522-19-000069 · wf-form4_157559299830266.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Co-Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,893 Underlying: Common Stock · 9,893 shares Expires 2029-12-03 F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 04, 2019 Filed Dec 16, 2019 22:29 UTC Amendment | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 10,071 | $0.00 Strike: $311.43 | $0.00 |
DisclosureSEC source: 0000920522-19-000076 · wf-form4a_157653535582022.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Co-Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,071 Underlying: Common Stock · 10,071 shares Expires 2029-12-03 F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise. F2 · shares: The Reporting Person's Form 4 filed on December 5, 2019 incorrectly reported the number of stock options granted, and this amended Form 4 is being filed to report the correct number. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 21:23 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 9,369 | $0.00 Strike: $219.22 | $0.00 |
DisclosureSEC source: 0000920522-19-000046 · wf-form4_156633616868705.xml · derivative · entry 3 Berry Adam W · CIK 0001767246 · Co-Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,369 shares Expires 2026-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017 and December 8, 2018, and the remaining 1/3 will vest on December 8, 2019. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 21:23 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 9,369 | $314.22 | $2,943,927.18 |
DisclosureSEC source: 0000920522-19-000046 · wf-form4_156633616868705.xml · nonDerivative · entry 2 Berry Adam W · CIK 0001767246 · Co-Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,597 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 21:23 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 9,369 | $219.22 | $2,053,872.18 |
DisclosureSEC source: 0000920522-19-000046 · wf-form4_156633616868705.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Co-Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,966 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.