Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips Edison & Company, Inc.N/A · Entity 3848 | Director | March 12, 2019 | March 14, 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.
Phillips Edison & Company, Inc.
Report date March 12, 2019 · Filed March 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,093.013 |
Reported balance
After 2019-03-12 transaction · row 1
1 source rowRow 1 · 2019-03-12 · Grant · Acquired 5,181 · Balance 14,093.013 F1: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on March 12, 2020, subject to continued service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on March 12, 2020, subject to continued service through such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PHILLIPS EDISON GROCERY CENTER REIT II, INC.
Report date November 16, 2018 · Filed November 20, 2018
Section 16 reporting ended · disclosed 2018-11-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-16 transaction · row 1
1 source rowRow 1 · 2018-11-16 · Disposition to issuer · Disposed 4,368.634 · Balance 0 F1: Disposed of pursuant to the merger agreement between the issuer and Phillips Edison & Company, Inc. ("PECO") in exchange for 2.04 shares of PECO common stock per share of issuer common stock, which is equivalent to $22.54 per share based on PECO's most recent estimated net asset value per share of $11.05. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the merger agreement between the issuer and Phillips Edison & Company, Inc. ("PECO") in exchange for 2.04 shares of PECO common stock per share of issuer common stock, which is equivalent to $22.54 per share based on PECO's most recent estimated net asset value per share of $11.05.
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 12, 2019 Filed Mar 14, 2019 23:13 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantCommon Stock | 5,181 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-007768 · doc4.xml · nonDerivative · entry 1 GARRISON DAVID W · CIK 0001229071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,093.013 F1 · shares: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on March 12, 2020, subject to continued service through such date. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 14:44 UTC | PHILLIPS EDISON GROCERY CENTER REIT II, INC. NONE · Entity 162276 | Disposition to issuerCommon Stock | 4,368.634 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001581405-18-000052 · wf-form4_154274302533116.xml · nonDerivative · entry 1 GARRISON DAVID W · CIK 0001229071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the merger agreement between the issuer and Phillips Edison & Company, Inc. ("PECO") in exchange for 2.04 shares of PECO common stock per share of issuer common stock, which is equivalent to $22.54 per share based on PECO's most recent estimated net asset value per share of $11.05. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 21:28 UTC | PHILLIPS EDISON GROCERY CENTER REIT II, INC. N/A · Entity 162276 | GrantCommon Stock | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-021765 · doc4.xml · nonDerivative · entry 1 GARRISON DAVID W · CIK 0001229071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,335 F1 · shares: Restricted Stock issued pursuant to the Phillips Edison Grocery Center REIT II, Inc. 2013 Independent Director Stock Plan. The Restricted Stock vests in four substantially equal installments on each of May 31, 2019, 2020, 2021 and 2022, subject to continued service. Read SEC document |
| August 03, 2017 Filed Nov 13, 2017 16:29 UTC | PHILLIPS EDISON GROCERY CENTER REIT II, INC. N/A · Entity 162276 | GrantCommon stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-17-001098 · doc4_5059.xml · nonDerivative · entry 1 GARRISON DAVID W · CIK 0001229071 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,174.72 F1 · shares: The shares reported relate to restricted stock awarded to the reporting person and are subject to specified vesting provisions. F2 · balance_after: Includes 1,934 shares of restricted stock awarded to the reporting person that are subject to specified vesting and settlement provisions. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.