Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIVMARK RESIDENTIALVMRK · Entity 499 | Executive Vice President & CDO | August 20, 2026 | August 24, 2026 |
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 August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 272,749 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Gift · Disposed 1,400 · Balance 272,749 F1: Direct total includes restricted shares of the Company scheduled to vest in the future. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct total includes restricted shares of the Company scheduled to vest in the future.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AVALONBAY COMMUNITIES INC
Report date August 17, 2026 · Filed August 17, 2026
Section 16 reporting ended · disclosed 2026-08-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 113,020.9425 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 27,735 · Balance 113,020.9425 F1: Represents the deemed acquisition of common stock, par value $0.01 per share ("AVB Common Stock"), of AvalonBay Communities, Inc., a Maryland corporation ("AVB"), pursuant to restricted stock units that were subject to performance-based vesting conditions (each, a "PSU"), which were previously granted to the Reporting Person. The number of PSUs reflects deemed achievement at the greater of actual performance and the target level for each respective award, as determined by the Compensation Committee of AVB effective as of the Effective Time (as defined below), and the PSUs converted into the right to receive restricted shares of Equity Residential, a Maryland real estate investment trust ("EQR") or limited partnership interests in ERP Operating Limited Partnership, an Illinois limited partnership ("ERP OP"), the operating partnership of EQR, in each case, subject to the same time-based vesting conditions that were previously applicable to the PSUs. F4: This total includes shares of AVB Common Stock, restricted shares, PSUs deemed to have been earned as of the Effective Time and shares acquired through AVB's Employee Stock Purchase Plan. |
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-17 · Disposition to issuer · Disposed 113,020.9425 · Balance 0 F2: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AVB, EQR, ERP OP, and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and EQR combined in a merger of equals on August 17, 2026, with AVB merging with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary of EQR (the "Merger"). In connection with the Merger, EQR changed its name to Vivmark Residential. F3: At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of AVB Common Stock held by the Reporting Person was automatically converted into the right to receive 2.793 (the "Exchange Ratio") common shares of beneficial interest, $0.01 par value per share ("EQR Common Shares"), of EQR, plus the right to receive cash in lieu of fractional EQR Common Shares, if any, into which such AVB Common Stock would have been converted. On August 14, 2026, the closing price of AVB Common Stock was $184.06 per share and the closing price of EQR Common Shares was $65.97 per share. |
| Employee Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $180.32 · Expires 2031-02-25 | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-17 · Disposition to issuer · Disposed 17,458 · Balance 0 F5: Pursuant to the Merger Agreement, effective as of the Effective Time, the Reporting Person's options to acquire AVB Common Stock that were outstanding at the Effective Time were converted into the right to receive options to acquire EQR Common Shares, where the number of EQR Common Shares subject to such converted option is equal to (i) the number of shares of AVB Common Stock subject to the corresponding AVB option award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio (rounded down to the nearest whole number of shares), and the exercise price of each converted option award is equal to (A) the exercise price of the corresponding AVB option award immediately prior to the Effective Time divided by (B) the Exchange Ratio (rounded up to the nearest whole cent). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the deemed acquisition of common stock, par value $0.01 per share ("AVB Common Stock"), of AvalonBay Communities, Inc., a Maryland corporation ("AVB"), pursuant to restricted stock units that were subject to performance-based vesting conditions (each, a "PSU"), which were previously granted to the Reporting Person. The number of PSUs reflects deemed achievement at the greater of actual performance and the target level for each respective award, as determined by the Compensation Committee of AVB effective as of the Effective Time (as defined below), and the PSUs converted into the right to receive restricted shares of Equity Residential, a Maryland real estate investment trust ("EQR") or limited partnership interests in ERP Operating Limited Partnership, an Illinois limited partnership ("ERP OP"), the operating partnership of EQR, in each case, subject to the same time-based vesting conditions that were previously applicable to the PSUs.
F2: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AVB, EQR, ERP OP, and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and EQR combined in a merger of equals on August 17, 2026, with AVB merging with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary of EQR (the "Merger"). In connection with the Merger, EQR changed its name to Vivmark Residential.
F3: At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of AVB Common Stock held by the Reporting Person was automatically converted into the right to receive 2.793 (the "Exchange Ratio") common shares of beneficial interest, $0.01 par value per share ("EQR Common Shares"), of EQR, plus the right to receive cash in lieu of fractional EQR Common Shares, if any, into which such AVB Common Stock would have been converted. On August 14, 2026, the closing price of AVB Common Stock was $184.06 per share and the closing price of EQR Common Shares was $65.97 per share.
F4: This total includes shares of AVB Common Stock, restricted shares, PSUs deemed to have been earned as of the Effective Time and shares acquired through AVB's Employee Stock Purchase Plan.
F5: Pursuant to the Merger Agreement, effective as of the Effective Time, the Reporting Person's options to acquire AVB Common Stock that were outstanding at the Effective Time were converted into the right to receive options to acquire EQR Common Shares, where the number of EQR Common Shares subject to such converted option is equal to (i) the number of shares of AVB Common Stock subject to the corresponding AVB option award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio (rounded down to the nearest whole number of shares), and the exercise price of each converted option award is equal to (A) the exercise price of the corresponding AVB option award immediately prior to the Effective Time divided by (B) the Exchange Ratio (rounded up to the nearest whole cent).
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, 2018 Filed Mar 5, 2018 21:08 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Tax withholdingCommon Stock, par value $.01 per share | 4,647 | $155.05 | $720,517.35 |
DisclosureSEC source: 0001209191-18-016378 · doc4.xml · nonDerivative · entry 1 Birenbaum Matthew H. · CIK 0001532949 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,201 F1 · shares: Reflects withholding of shares by the Company to cover tax withholding obligations on the vesting of restricted stock under the Company's Second Amended and Restated 2009 Equity Incentive Plan. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including restricted shares. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 18:37 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 10,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011187 · doc4.xml · nonDerivative · entry 1 Birenbaum Matthew H. · CIK 0001532949 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,848 F1 · shares: Reflects grant of shares of restricted stock under the Company's 2009 Equity Incentive Plan, which shares are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including restricted shares. Read SEC document |
| May 09, 2017 Filed May 10, 2017 21:27 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | SaleCommon Stock, par value $.01 per share | 2,750 | $191.20 | $525,802.75 |
DisclosureSEC source: 0001209191-17-031382 · doc4.xml · nonDerivative · entry 2 Birenbaum Matthew H. · CIK 0001532949 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,174 F3 · price: This transaction was executed in multiple trades at prices ranging from $191.00 to $191.30. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including restricted shares. Read SEC document |
| May 08, 2017 Filed May 10, 2017 21:27 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GiftCommon Stock, par value $.01 per share | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031382 · doc4.xml · nonDerivative · entry 1 Birenbaum Matthew H. · CIK 0001532949 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,924 F1 · price: Reflects gift of 225 shares. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including restricted shares. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:29 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Tax withholdingCommon Stock, par value $.01 per share | 3,123 | $183.31 | $572,477.13 |
DisclosureSEC source: 0001209191-17-017566 · doc4.xml · nonDerivative · entry 2 Birenbaum Matthew H. · CIK 0001532949 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,149 F3 · shares: Reflects withholding of shares by the Company to cover tax withholding obligations on the vesting of restricted stock under the Company's Stock Option and Incentive Plan. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including restricted shares. Read SEC document |
| February 24, 2017 Filed Mar 3, 2017 21:29 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GiftCommon Stock, par value $.01 per share | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-017566 · doc4.xml · nonDerivative · entry 1 Birenbaum Matthew H. · CIK 0001532949 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,272 F1 · price: Reflects gift of 250 shares. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including restricted shares. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:44 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 13,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012826 · doc4.xml · nonDerivative · entry 1 Birenbaum Matthew H. · CIK 0001532949 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,522 F1 · price: Reflects grant of shares of restricted stock under the Company's Stock Option and Incentive Plan, which are subject to vesting requirements. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including restricted shares. 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.