Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSEX PROPERTY TRUST, INC.ESS · Entity 3275 | Executive Vice President | March 26, 2019 | March 27, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ESSEX PROPERTY TRUST, INC.
Report date March 26, 2019 · Filed March 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,642 |
Ending reported balance
After 2019-03-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-26 · Conversion · Acquired 3,000 · Balance 10,642 F1: The reporting person exchanged 3,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 3,000 shares of the Issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the Issuer's common stock. EPLP's OP units have no expiration date. Row 2 · 2019-03-26 · Sale · Disposed 3,000 · Balance 7,642 |
| Operating Partnership UnitsSEC Table II · derivative / convertible security | Direct | 22,908 |
Reported balance
After 2019-03-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-26 · Conversion · Disposed 3,000 · Balance 22,908 F1: The reporting person exchanged 3,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 3,000 shares of the Issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the Issuer's common stock. EPLP's OP units have no expiration date. F2: EPLP's OP units were immediately exercisable upon issuance. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person exchanged 3,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 3,000 shares of the Issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the Issuer's common stock. EPLP's OP units have no expiration date.
F2: EPLP's OP units were immediately exercisable upon issuance.
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 |
|---|---|---|---|---|---|---|
| May 11, 2017 Filed May 12, 2017 16:52 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 4,301 | $152.63 | $656,461.63 |
DisclosureSEC source: 0000920522-17-000031 · wf-form4_149460795754683.xml · nonDerivative · entry 1 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,731 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 2, 2017. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:36 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,250 | $0.00 Strike: $132.03 | $0.00 |
DisclosureSEC source: 0000920522-17-000012 · wf-form4_148788215279131.xml · derivative · entry 3 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2021-12-06 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. F2 · derivative.exercise_date: Vested 10% on December 6, 2011 and 20% on each annual anniversary thereafter. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:36 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 1,250 | $230.18 | $287,725.00 |
DisclosureSEC source: 0000920522-17-000012 · wf-form4_148788215279131.xml · nonDerivative · entry 2 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,430 Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:36 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 1,250 | $132.03 | $165,037.50 |
DisclosureSEC source: 0000920522-17-000012 · wf-form4_148788215279131.xml · nonDerivative · entry 1 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,680 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Under the option terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 18:51 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,400 | $0.00 Strike: $143.03 | $0.00 |
DisclosureSEC source: 0000920522-17-000006 · wf-form4_148666626605053.xml · derivative · entry 3 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 3,400 shares Expires 2019-12-11 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. F2 · derivative.exercise_date: Vested 10% on December 11, 2012 and 20% on each annual anniversary thereafter. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 18:51 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 3,400 | $223.49 | $759,866.00 |
DisclosureSEC source: 0000920522-17-000006 · wf-form4_148666626605053.xml · nonDerivative · entry 2 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,430 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 18:51 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 3,400 | $143.03 | $486,302.00 |
DisclosureSEC source: 0000920522-17-000006 · wf-form4_148666626605053.xml · nonDerivative · entry 1 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,830 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Under the option terms, the maximum value that the reporting person could receive is $75 per share. The value in excess of such amount, $5.46, was remitted to the Issuer by the reporting person in addition to the exercise price of $143.03. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 19:12 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 20,710 | $0.00 Strike: $219.22 | $0.00 |
DisclosureSEC source: 0000920522-16-000142 · wf-form4_148131071651914.xml · derivative · entry 2 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,710 Underlying: Common Stock · 20,710 shares Expires 2026-12-08 F2 · security: 33% of these options vest on each anniversary starting on December 8, 2017 and ending on December 8, 2019. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 19:12 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-16-000142 · wf-form4_148131071651914.xml · nonDerivative · entry 1 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,430 F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the three-year period following the date of grant. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 1,662 restricted stock units also granted on December 8, 2016, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 8, 2019. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 17:52 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | ConversionOperating Partnership Units · Derivative | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920522-16-000125 · wf-form4_147318434822908.xml · derivative · entry 3 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,658 Underlying: Common Stock · 2,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The reporting person exchanged 2,500 common units of Essex Portfolio, L.P. (EPLP) into 2,500 shares of the issuer's common stock. Common units are exchangeable for an equal number of shares of the issuer's common stock. Units have no expiration date. The reporting person acquired the common units by exchanging his Series Z-1 incentive units in EPLP, which were previously purchased by him for $1 per each such incentive unit. F1 · kind: The reporting person exchanged 2,500 common units of Essex Portfolio, L.P. (EPLP) into 2,500 shares of the issuer's common stock. Common units are exchangeable for an equal number of shares of the issuer's common stock. Units have no expiration date. The reporting person acquired the common units by exchanging his Series Z-1 incentive units in EPLP, which were previously purchased by him for $1 per each such incentive unit. F1 · price: The reporting person exchanged 2,500 common units of Essex Portfolio, L.P. (EPLP) into 2,500 shares of the issuer's common stock. Common units are exchangeable for an equal number of shares of the issuer's common stock. Units have no expiration date. The reporting person acquired the common units by exchanging his Series Z-1 incentive units in EPLP, which were previously purchased by him for $1 per each such incentive unit. F1 · derivative.expiration_date: The reporting person exchanged 2,500 common units of Essex Portfolio, L.P. (EPLP) into 2,500 shares of the issuer's common stock. Common units are exchangeable for an equal number of shares of the issuer's common stock. Units have no expiration date. The reporting person acquired the common units by exchanging his Series Z-1 incentive units in EPLP, which were previously purchased by him for $1 per each such incentive unit. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 17:52 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 2,500 | $226.41 | $566,025.00 |
DisclosureSEC source: 0000920522-16-000125 · wf-form4_147318434822908.xml · nonDerivative · entry 2 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,768 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 17:52 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | ConversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920522-16-000125 · wf-form4_147318434822908.xml · nonDerivative · entry 1 EUDY JOHN D · CIK 0001198214 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,268 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 · shares: The reporting person exchanged 2,500 common units of Essex Portfolio, L.P. (EPLP) into 2,500 shares of the issuer's common stock. Common units are exchangeable for an equal number of shares of the issuer's common stock. Units have no expiration date. The reporting person acquired the common units by exchanging his Series Z-1 incentive units in EPLP, which were previously purchased by him for $1 per each such incentive unit. F1 · price: The reporting person exchanged 2,500 common units of Essex Portfolio, L.P. (EPLP) into 2,500 shares of the issuer's common stock. Common units are exchangeable for an equal number of shares of the issuer's common stock. Units have no expiration date. The reporting person acquired the common units by exchanging his Series Z-1 incentive units in EPLP, which were previously purchased by him for $1 per each such incentive unit. 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.