Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIVMARK RESIDENTIALEQR · Entity 499 | Executive Vice President | March 01, 2021 | March 03, 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 March 01, 2021 · Filed March 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 55,222 |
Reported balance
After 2021-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-03-01 · Grant · Acquired 1,882 · Balance 55,222 F1: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Indirect401(k) Plan | 27 |
Reported balance
Holding disclosure · report date 2021-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27 F3: 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 January 16, 2021. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 4,112 |
Reported balance
Holding disclosure · report date 2021-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,112 F4: 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: Represents shares acquired through Equity Residential's Employee Share Purchase Plan.
F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future.
F3: 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 January 16, 2021.
F4: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person.
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 |
|---|---|---|---|---|---|---|
| March 01, 2021 Filed Mar 3, 2021 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,882 | $53.13 | $99,990.66 |
DisclosureSEC source: 0001127602-21-009123 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,222 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · 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 21:30 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 13,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006194 · form4.xml · derivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,813 Underlying: Common Shares Of Beneficial Interest · 13,813 shares Expires 2031-02-12 F3 · security: On February 12, 2021, the reporting person received a grant of Series 2021C restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership), the operating partnership of Equity Residential (the "Company"), as an alternative to cash in connection with all or a portion of their performance bonus. 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 certain 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. F3 · derivative.exercise_price: On February 12, 2021, the reporting person received a grant of Series 2021C restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership), the operating partnership of Equity Residential (the "Company"), as an alternative to cash in connection with all or a portion of their performance bonus. 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 certain 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. F4 · derivative.exercise_date: The Restricted Units vested on February 12, 2021, the date of the grant and remain subject to a two year hold requirement. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:30 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 13,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006194 · form4.xml · derivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,813 Underlying: Common Shares Of Beneficial Interest · 13,813 shares Expires 2031-02-12 F1 · security: On February 12, 2021, the reporting person received a grant of Series 2021B 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. F1 · derivative.exercise_price: On February 12, 2021, the reporting person received a grant of Series 2021B 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. F2 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 12, 2024. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 11,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002602 · form4.xml · derivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,812 Underlying: Common Shares Of Beneficial Interest · 11,812 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 |
| May 14, 2020 Filed May 18, 2020 20:28 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,045 | $48.89 | $99,980.05 |
DisclosureSEC source: 0001127602-20-016925 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,339 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. 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 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 18,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003527 · form4.xml · derivative · entry 5 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,614 Underlying: Common Shares Of Beneficial Interest · 18,614 shares Expires 2030-01-31 F7 · derivative.exercise_price: On January 31, 2020, the reporting person received a grant of Series 2020C restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership), the operating partnership of Equity Residential (the "Company"), as an alternative to cash in connection with all or a portion of their performance bonus. 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. F8 · derivative.exercise_date: The Restricted Units vested on January 31, 2020, the date of the grant and remain subject to a two year hold requirement. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 8,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003527 · form4.xml · derivative · entry 4 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,816 Underlying: Common Shares Of Beneficial Interest · 8,816 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 21:50 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 8,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003527 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,294 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 21:48 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 24,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002087 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,918 F1 · shares: Represents restricted shares of Equity Residential (the "Company") issued in connection with the settlement of an award under the Company's 2017 Long-Term Incentive Plan which are scheduled to vest on January 30, 2020. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| October 31, 2019 Filed Nov 4, 2019 21:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 13,277 | $89.00 | $1,181,653.00 |
DisclosureSEC source: 0001127602-19-031660 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,003 Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 20:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 10,000 | $84.60 | $846,000.00 |
DisclosureSEC source: 0001127602-19-027879 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,280 F1 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $84.60 to $84.61. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,855 | $0.00 Strike: $60.33 | $0.00 |
DisclosureSEC source: 0001127602-19-026415 · form4.xml · derivative · entry 9 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,711 Underlying: Common Shares Of Beneficial Interest · 3,855 shares Expires 2028-02-01 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. F7 · 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 |
| August 09, 2019 Filed Aug 12, 2019 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 14,145 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-19-026415 · form4.xml · derivative · entry 8 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,933 Underlying: Common Shares Of Beneficial Interest · 14,145 shares Expires 2027-02-02 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. F6 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 3,855 | $81.06 | $312,486.30 |
DisclosureSEC source: 0001127602-19-026415 · form4.xml · nonDerivative · entry 5 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,280 F3 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $80.62 to $81.31. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 3,855 | $60.33 | $232,572.15 |
DisclosureSEC source: 0001127602-19-026415 · form4.xml · nonDerivative · entry 4 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,135 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 |
| August 09, 2019 Filed Aug 12, 2019 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 14,145 | $80.64 | $1,140,652.80 |
DisclosureSEC source: 0001127602-19-026415 · form4.xml · nonDerivative · entry 3 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,280 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $80.50 to $81.08. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 14,145 | $60.76 | $859,450.20 |
DisclosureSEC source: 0001127602-19-026415 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,425 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 |
| August 09, 2019 Filed Aug 12, 2019 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 15,302 | $80.53 | $1,232,270.06 |
DisclosureSEC source: 0001127602-19-026415 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,280 F1 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $80.50 to $80.67. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $60.33 | $0.00 |
DisclosureSEC source: 0001127602-19-020012 · form4.xml · derivative · entry 5 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,566 Underlying: Common Shares Of Beneficial Interest · 30,000 shares Expires 2028-02-01 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. 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 |
| May 24, 2019 Filed May 28, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 30,000 | $77.24 | $2,317,200.00 |
DisclosureSEC source: 0001127602-19-020012 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F1 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $77.20 to $77.32. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 24, 2019 Filed May 28, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 30,000 | $60.33 | $1,809,900.00 |
DisclosureSEC source: 0001127602-19-020012 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,582 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 |
| May 06, 2019 Filed May 8, 2019 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 35,000 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-19-017752 · form4.xml · derivative · entry 5 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,078 Underlying: Common Shares Of Beneficial Interest · 35,000 shares Expires 2027-02-02 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 scheduled to vest in approximately three equal installments on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 35,000 | $76.26 | $2,669,100.00 |
DisclosureSEC source: 0001127602-19-017752 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F1 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $76.25 to $76.33. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 06, 2019 Filed May 8, 2019 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 35,000 | $60.76 | $2,126,600.00 |
DisclosureSEC source: 0001127602-19-017752 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,582 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 |
| March 21, 2019 Filed Mar 25, 2019 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-19-013131 · form4.xml · derivative · entry 8 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,078 Underlying: Common Shares Of Beneficial Interest · 10,000 shares Expires 2027-02-02 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. F6 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 13,993 | $0.00 Strike: $48.13 | $0.00 |
DisclosureSEC source: 0001127602-19-013131 · form4.xml · derivative · entry 7 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 13,993 shares Expires 2024-02-06 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. F5 · derivative.exercise_date: Represents share options that vested in approximately three equal installments on February 6, 2015, February 6, 2016 and February 6, 2017. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 10,000 | $74.76 | $747,600.00 |
DisclosureSEC source: 0001127602-19-013131 · form4.xml · nonDerivative · entry 4 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $74.75 to $74.86. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 10,000 | $60.76 | $607,600.00 |
DisclosureSEC source: 0001127602-19-013131 · form4.xml · nonDerivative · entry 3 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,582 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 |
| March 21, 2019 Filed Mar 25, 2019 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 13,993 | $74.76 | $1,046,116.68 |
DisclosureSEC source: 0001127602-19-013131 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F1 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $74.75 to $74.86. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 13,993 | $48.13 | $673,483.09 |
DisclosureSEC source: 0001127602-19-013131 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,575 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 |
| February 08, 2019 Filed Feb 11, 2019 22:30 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $48.13 | $0.00 |
DisclosureSEC source: 0001127602-19-005159 · form4.xml · derivative · entry 5 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,993 Underlying: Common Shares Of Beneficial Interest · 25,000 shares Expires 2024-02-06 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 6, 2015, February 6, 2016 and February 6, 2017. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 22:30 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 25,000 | $73.56 | $1,839,000.00 |
DisclosureSEC source: 0001127602-19-005159 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 08, 2019 Filed Feb 11, 2019 22:30 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 25,000 | $48.13 | $1,203,250.00 |
DisclosureSEC source: 0001127602-19-005159 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,582 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 01, 2019 Filed Feb 5, 2019 22:10 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 16,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004167 · form4.xml · derivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,436 Underlying: Common Shares Of Beneficial Interest · 16,436 shares Expires 2029-02-01 F1 · derivative.exercise_price: On February 1, 2019, the reporting person received a grant of Series 2019C 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. F2 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 1, 2022. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 21:21 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 4,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002462 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,694 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 |
| December 07, 2018 Filed Dec 11, 2018 21:36 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 12,916 | $0.00 Strike: $46.72 | $0.00 |
DisclosureSEC source: 0001127602-18-035873 · form4.xml · derivative · entry 4 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 12,916 shares Expires 2023-02-07 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 share options which vested in approximately three equal installments on February 7, 2014, February 7, 2015 and February 7, 2016. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:36 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 12,916 | $72.02 | $930,210.32 |
DisclosureSEC source: 0001127602-18-035873 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $72.00 to $72.08. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:36 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 12,916 | $46.72 | $603,435.52 |
DisclosureSEC source: 0001127602-18-035873 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,498 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 |
| November 13, 2018 Filed Nov 15, 2018 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 35,000 | $0.00 Strike: $46.72 | $0.00 |
DisclosureSEC source: 0001127602-18-033179 · form4.xml · derivative · entry 5 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,916 Underlying: Common Shares Of Beneficial Interest · 35,000 shares Expires 2023-02-07 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 share options which vested in approximately three equal installments on February 7, 2014, February 7, 2015 and February 7, 2016. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 25,000 | $67.75 | $1,693,750.00 |
DisclosureSEC source: 0001127602-18-033179 · form4.xml · nonDerivative · entry 3 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $67.75 to $67.76. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 10,000 | $68.00 | $680,000.00 |
DisclosureSEC source: 0001127602-18-033179 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,582 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 35,000 | $46.72 | $1,635,200.00 |
DisclosureSEC source: 0001127602-18-033179 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,582 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 |
| May 31, 2018 Filed Jun 4, 2018 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 31,946 | $64.00 | $2,044,544.00 |
DisclosureSEC source: 0001127602-18-019745 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,582 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,092 | $47.80 | $99,997.60 |
DisclosureSEC source: 0001127602-18-009678 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,528 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. 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 21:48 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 3,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004030 · form4.xml · derivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,539 Underlying: Common Shares Of Beneficial Interest · 3,539 shares Expires 2028-02-01 F2 · security: On February 1, 2018, the reporting person received a grant of Series 2018B 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. F2 · derivative.exercise_price: On February 1, 2018, the reporting person received a grant of Series 2018B 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. F3 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 1, 2021. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:48 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 101,566 | $0.00 Strike: $60.33 | $0.00 |
DisclosureSEC source: 0001127602-18-004030 · form4.xml · derivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,566 Underlying: Common Shares Of Beneficial Interest · 101,566 shares Expires 2028-02-01 F1 · 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 |
| January 17, 2018 Filed Jan 18, 2018 21:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 2,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002070 · form4.xml · derivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,594 Underlying: Common Shares Of Beneficial Interest · 2,594 shares Expires 2025-02-05 F1 · security: 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 2015 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 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. 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 2015 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 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. F2 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 5, 2018. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 21:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 84,326 | $0.00 Strike: $51.34 | $0.00 |
DisclosureSEC source: 0001127602-17-031595 · form4.xml · derivative · entry 4 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 84,326 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 three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 21:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 84,326 | $69.47 | $5,857,874.24 |
DisclosureSEC source: 0001127602-17-031595 · form4.xml · nonDerivative · entry 2 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,436 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $69.21 to $69.69. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 21:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 84,326 | $51.34 | $4,329,296.84 |
DisclosureSEC source: 0001127602-17-031595 · form4.xml · nonDerivative · entry 1 GEORGE ALAN W · CIK 0001219715 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,762 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 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.