Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIVMARK RESIDENTIALEQR · Entity 499 | Executive Vice President | June 10, 2021 | June 14, 2021 |
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.
VIVMARK RESIDENTIAL
Report date June 10, 2021 · Filed June 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 3,885 |
Reported balance
After 2021-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-06-10 · Sale · Disposed 743 · Balance 3,885 F1: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 4,628 |
Reported balance
After 2021-06-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-06-10 · Exercise / conversion · Acquired 743 · Balance 4,628 F1: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 3,481 |
Reported balance
After 2021-06-10 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-06-10 · Sale · Disposed 404 · Balance 3,481 F1: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.34 · Expires 2022-02-03 | Direct | 743 |
Reported balance
After 2021-06-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-06-10 · Exercise / conversion · Disposed 743 · Balance 743 F4: Represents share options which vested in approximately three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Indirect401(k) Plan | 255 |
Reported balance
Holding disclosure · report date 2021-06-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 255 F2: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through April 10, 2021. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 585 |
Reported balance
Holding disclosure · report date 2021-06-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 585 F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct total includes restricted shares of Equity Residential scheduled to vest in the future.
F2: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through April 10, 2021.
F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person.
F4: Represents share options which vested in approximately three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015.
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 |
|---|---|---|---|---|---|---|
| June 10, 2021 Filed Jun 14, 2021 20:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 743 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-21-019785 · form4.xml · derivative · entry 6 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743 Underlying: Common Shares Of Beneficial Interest · 743 shares Expires 2022-02-03 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. F4 · derivative.exercise_date: Represents share options which vested in approximately three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 20:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 404 | $80.00 | $32,320.00 |
DisclosureSEC source: 0001127602-21-019785 · form4.xml · nonDerivative · entry 3 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,481 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 20:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 743 | $51.34 | $38,145.62 |
DisclosureSEC source: 0001127602-21-019785 · form4.xml · nonDerivative · entry 2 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,628 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 20:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 743 | $80.00 | $59,440.00 |
DisclosureSEC source: 0001127602-21-019785 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,885 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| March 30, 2021 Filed Mar 31, 2021 20:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 343 | $73.00 | $25,039.00 |
DisclosureSEC source: 0001127602-21-012416 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,885 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:45 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006238 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,228 F1 · shares: Represents restricted shares scheduled to vest on February 12, 2024. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:37 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002605 · form4.xml · derivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983 Underlying: Common Shares Of Beneficial Interest · 983 shares Expires 2028-01-01 F1 · derivative.exercise_price: Represents restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), retained in connection with the settlement of an award under the Company's 2018 Long-Term Incentive Plan. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Such target has been reached and these Restricted Units have converted to OP Units. Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. F2 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 12, 2021. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,065 | $84.54 | $174,575.10 |
DisclosureSEC source: 0001127602-20-005108 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,939 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:28 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 164 | $83.40 | $13,677.60 |
DisclosureSEC source: 0001127602-20-003998 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,004 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:37 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003520 · form4.xml · derivative · entry 4 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840 Underlying: Common Shares Of Beneficial Interest · 840 shares Expires 2030-01-31 F5 · derivative.exercise_price: On January 31, 2020, the reporting person received a grant of Series 2020B restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F6 · derivative.exercise_date: The Restricted Units are scheduled to vest on January 31, 2023. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:37 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003520 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,168 F1 · shares: Represents restricted shares scheduled to vest on January 31, 2023. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 21:38 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 2,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002083 · form4.xml · derivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,538 Underlying: Common Shares Of Beneficial Interest · 2,538 shares Expires 2027-01-01 F1 · derivative.exercise_price: Represents restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), retained in connection with the settlement of an award under the Company's 2017 Long-Term Incentive Plan. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Such target has been reached and these Restricted Units have converted to OP Units. Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. F2 · derivative.exercise_date: The Restricted Units are scheduled to vest on January 30, 2020. Read SEC document |
| November 21, 2019 Filed Feb 13, 2020 21:29 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GiftCommon Shares Of Beneficial Interest | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005312 · form5.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,788 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,179 | $0.00 Strike: $45.78 | $0.00 |
DisclosureSEC source: 0001127602-19-031166 · form4.xml · derivative · entry 8 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 2,179 shares Expires 2021-02-07 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. F4 · derivative.exercise_date: Represents options which vested in approximately three equal installments on February 7, 2012, February 7, 2013 and February 7, 2014. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,179 | $87.48 | $190,618.92 |
DisclosureSEC source: 0001127602-19-031166 · form4.xml · nonDerivative · entry 4 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,371 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 2,179 | $45.78 | $99,754.62 |
DisclosureSEC source: 0001127602-19-031166 · form4.xml · nonDerivative · entry 3 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,550 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| October 24, 2019 Filed Oct 28, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,378 | $0.00 Strike: $45.78 | $0.00 |
DisclosureSEC source: 0001127602-19-031166 · form4.xml · derivative · entry 7 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,179 Underlying: Common Shares Of Beneficial Interest · 2,378 shares Expires 2021-02-07 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. F4 · derivative.exercise_date: Represents options which vested in approximately three equal installments on February 7, 2012, February 7, 2013 and February 7, 2014. Read SEC document |
| October 24, 2019 Filed Oct 28, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,378 | $87.60 | $208,312.80 |
DisclosureSEC source: 0001127602-19-031166 · form4.xml · nonDerivative · entry 2 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,371 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| October 24, 2019 Filed Oct 28, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 2,378 | $45.78 | $108,864.84 |
DisclosureSEC source: 0001127602-19-031166 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,749 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 20:46 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 700 | $80.73 | $56,511.00 |
DisclosureSEC source: 0001127602-19-026416 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,371 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| August 06, 2019 Filed Aug 8, 2019 20:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 400 | $78.33 | $31,332.00 |
DisclosureSEC source: 0001127602-19-026270 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,071 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:57 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 315 | $72.21 | $22,746.84 |
DisclosureSEC source: 0001127602-19-004576 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,471 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,170 | $0.00 Strike: $72.02 | $0.00 |
DisclosureSEC source: 0001127602-19-004190 · form4.xml · derivative · entry 4 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,170 Underlying: Common Shares Of Beneficial Interest · 4,170 shares Expires 2029-02-01 F5 · derivative.exercise_date: Represents share options scheduled to vest in three equal installments on February 1, 2020, February 1, 2021 and February 1, 2022. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004190 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,786 F1 · shares: Represents restricted shares scheduled to vest on February 1, 2022. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 169 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002466 · form4.xml · derivative · entry 3 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169 Underlying: Common Shares Of Beneficial Interest · 169 shares Expires 2026-01-01 F3 · derivative.exercise_price: Represents restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of the Company, retained in connection with the settlement of an award under the Company's 2016 Long-Term Incentive Plan. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F4 · derivative.exercise_date: The Restricted Units are scheduled to vest on January 31, 2019. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002466 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,559 F1 · shares: Represents restricted shares of Equity Residential (the "Company") issued in connection with the settlement of an award under the Company's 2016 Long-Term Incentive Plan which are scheduled to vest on January 31, 2019. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 20:45 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,408 | $0.00 Strike: $28.10 | $0.00 |
DisclosureSEC source: 0001127602-18-031275 · form4.xml · derivative · entry 4 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 2,408 shares Expires 2020-02-05 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 29, 2018 Filed Oct 30, 2018 20:45 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,408 | $66.00 | $158,928.00 |
DisclosureSEC source: 0001127602-18-031275 · form4.xml · nonDerivative · entry 2 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,388 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 20:45 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 2,408 | $28.10 | $67,664.80 |
DisclosureSEC source: 0001127602-18-031275 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,796 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 21:45 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 117 | $58.18 | $6,807.29 |
DisclosureSEC source: 0001127602-18-004614 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,388 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 13,780 | $0.00 Strike: $60.33 | $0.00 |
DisclosureSEC source: 0001127602-18-003999 · form4.xml · derivative · entry 3 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,780 Underlying: Common Shares Of Beneficial Interest · 13,780 shares Expires 2028-02-01 F4 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 1, 2019, February 1, 2020 and February 1, 2021. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-003999 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,505 F1 · shares: Represents restricted shares scheduled to vest on February 1, 2021. F2 · balance_after: Direct total includes restricted shares of Equity Residential (the "Company") scheduled to vest in the future. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 21:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 355 | $60.46 | $21,463.37 |
DisclosureSEC source: 0001127602-17-004612 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,091 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,908 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-17-004067 · form4.xml · derivative · entry 3 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,908 Underlying: Common Shares Of Beneficial Interest · 4,908 shares Expires 2027-02-02 F4 · derivative.exercise_date: Represents share options scheduled to vest in three equal installments on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004067 · form4.xml · nonDerivative · entry 1 Sorenson Christa L · CIK 0001661968 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,446 F1 · shares: Represents restricted shares scheduled to vest on February 2, 2020. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. 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.