TapewireFind a company

person · Reporting owner

Massey Paul

Disclosed activity across 1 company

Tapewire entity
122092
SEC CIK
0001548379

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Phillips Edison & Company, Inc.PECO · Entity 3848DirectorNovember 21, 2022November 23, 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.

Phillips Edison & Company, Inc.

Report date November 21, 2022 · Filed November 23, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect10,439 Reported balance After 2022-11-21 transaction · row 1
1 source row

Row 1 · 2022-11-21 · Sale · Disposed 9,600 · Balance 10,439

F1: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.40 to $31.45. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price noted in this footnote.

Filing footnotes · ownership attribution and instrument terms

F1: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.40 to $31.45. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price noted in this footnote.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 21, 2022 Filed Nov 23, 2022 21:55 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 SaleCommon Stock 9,600 $31.42 $301,632.00
Disclosure

SEC source: 0001476204-22-000108 · wf-form4_166924048824020.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,439

F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.40 to $31.45. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price noted in this footnote.

Read SEC document
June 16, 2022 Filed Jun 17, 2022 20:41 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 GrantCommon Stock 3,368 $0.00 $0.00
Disclosure

SEC source: 0001476204-22-000080 · wf-form4_165549844604797.xml · nonDerivative · entry 3

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,039

F2 · kind: Represents the grant of shares of restricted Common Stock that will vest in full on the first anniversary of the date of grant, subject to continued service through the applicable vesting date.

Read SEC document
January 15, 2022 Filed Jun 17, 2022 20:41 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 OtherCommon Stock 13,282 $0.00 $0.00
Disclosure

SEC source: 0001476204-22-000080 · wf-form4_165549844604797.xml · nonDerivative · entry 2

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,671

F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7.

Read SEC document
January 15, 2022 Filed Jun 17, 2022 20:41 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 OtherClass B Common Stock 13,282.803 $0.00 $0.00
Disclosure

SEC source: 0001476204-22-000080 · wf-form4_165549844604797.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7.

Read SEC document
July 15, 2021 Filed Jul 19, 2021 21:22 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 GrantCommon Stock 3,389.831 $0.00 $0.00
Disclosure

SEC source: 0001476204-21-000177 · wf-form4_162672973158514.xml · nonDerivative · entry 3

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,389.831

F3 · shares: Represents the grant of shares of restricted Common Stock that will vest as to 50% of the award on the eighteen month anniversary of the date of grant and 50% of the award on the thirty-six month anniversary of the date of grant, subject to continued service through the applicable vesting date.

Read SEC document
July 02, 2021 Filed Jul 19, 2021 21:22 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 OtherClass B Common Stock 13,282.803 $0.00 $0.00
Disclosure

SEC source: 0001476204-21-000177 · wf-form4_162672973158514.xml · nonDerivative · entry 2

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,282.803

F1 · shares: On July 2, 2021, the Issuer effected a one-for-three reverse stock split (the "Reverse Split") of all of its issued and outstanding shares of common stock ("Common Stock"), which resulted in the Reporting Person's ownership of issued and outstanding Common Stock being reduced from 39,848.408 shares to 13,282.803 shares.

F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022.

Read SEC document
July 02, 2021 Filed Jul 19, 2021 21:22 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 OtherCommon Stock 13,282.803 $0.00 $0.00
Disclosure

SEC source: 0001476204-21-000177 · wf-form4_162672973158514.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: On July 2, 2021, the Issuer effected a one-for-three reverse stock split (the "Reverse Split") of all of its issued and outstanding shares of common stock ("Common Stock"), which resulted in the Reporting Person's ownership of issued and outstanding Common Stock being reduced from 39,848.408 shares to 13,282.803 shares.

F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022.

Read SEC document
April 29, 2021 Filed May 3, 2021 16:30 UTC Phillips Edison & Company, Inc. NONE · Entity 3848 GrantCommon Stock 5,427 $0.00 $0.00
Disclosure

SEC source: 0001476204-21-000054 · wf-form4_162005937572371.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,848.408

F1 · shares: Shares of restricted common stock ("Restricted Stock") of Phillips Edison & Company, Inc. issued pursuant to the Phillips Edison & Company, Inc. 2020 Omnibus Incentive Plan. The Restricted Stock fully vests on the first anniversary of the grant date, subject to continued service.

F2 · balance_after: Includes 270.408 shares acquired under the Issuer's dividend reinvestment plan.

Read SEC document
May 06, 2020 Filed May 8, 2020 16:49 UTC Phillips Edison & Company, Inc. NONE · Entity 3848 GrantCommon Stock 5,889 $0.00 $0.00
Disclosure

SEC source: 0001476204-20-000034 · wf-form4_158895654755974.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,151

F1 · shares: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on the first anniversary of the grant date, subject to continued service through such date.

Read SEC document
March 12, 2019 Filed Mar 14, 2019 23:19 UTC Phillips Edison & Company, Inc. N/A · Entity 3848 GrantCommon Stock 5,181 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-007781 · doc4.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,044

F1 · shares: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on March 12, 2020, subject to continued service through such date.

Read SEC document
November 16, 2018 Filed Nov 20, 2018 19:41 UTC Phillips Edison & Company, Inc. NONE · Entity 3848 GrantCommon Stock 6,196 Not disclosed Not disclosed
Disclosure

SEC source: 0001476204-18-000057 · wf-form4_154274290072202.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,863

F1 · price: Received in exchange for shares of Phillips Edison Grocery Center REIT II, Inc. ("REIT II") in connection with the merger of REIT II into Phillips Edison & Company, Inc. ("PECO"). On the effective date of the merger, each share of REIT II common stock was exchanged for 2.04 shares of PECO common stock, which is equivalent to a value of $22.54 per REIT II share based on PECO's most recent estimated net asset value per share of $11.05.

Read SEC document
August 08, 2018 Filed Aug 9, 2018 01:30 UTC Phillips Edison & Company, Inc. N/A · Entity 3848 GrantCommon Stock 4,752 $0.00 $0.00
Disclosure

SEC source: 0000899243-18-021768 · doc4.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,368

F1 · shares: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on May 31, 2019, subject to continued service through such date.

Read SEC document
September 20, 2017 Filed Nov 13, 2017 21:31 UTC Phillips Edison & Company, Inc. N/A · Entity 3848 GrantCommon stock 2,451 $0.00 $0.00
Disclosure

SEC source: 0001638599-17-001102 · doc4_5064.xml · nonDerivative · entry 1

Massey Paul · CIK 0001548379 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,358.08

F1 · shares: The shares reported relate to restricted stock awarded to the reporting person and are subject to specified vesting provisions.

F2 · balance_after: Includes 4,289 shares of restricted stock awarded to the reporting person that are subject to specified vesting and settlement provisions.

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.