Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips Edison & Company, Inc.PECO · Entity 3848 | Director | November 21, 2022 | November 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,439 |
Reported balance
After 2022-11-21 transaction · row 1
1 source rowRow 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 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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.