Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIVMARK RESIDENTIALVMRK · Entity 499 | EVP, Portfolio & Asset Mgmt | August 17, 2026 | August 20, 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 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 85,543 |
Last balance in matching sequence
After 2026-08-17 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-17 · Grant · Acquired 37,875 · Balance 66,693 F1: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Vivmark Residential (f/k/a Equity Residential), a Maryland real estate investment trust ("VMRK"), ERP Operating Limited Partnership, an Illinois limited partnership (the "OP"), and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and VMRK 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 VMRK (the "Merger"). Merger Sub subsequently merged with and into the OP, with the OP continuing as the surviving entity. F2: Pursuant to the Merger Agreement, each award outstanding immediately prior to the effective time of the Merger (the "Effective Time") with respect to shares of common stock, par value $0.01 per share (the "AVB Common Stock"), of AVB that vest on the basis of the achievement of applicable performance goals (each, an "AVB Performance Award") was converted into a VMRK restricted share award. F3: Each VMRK restricted share award is subject to the same time-based vesting conditions that were previously applicable to the AVB Performance Award with respect to a number of common shares of beneficial interest, $0.01 par value per share ("VMRK Common Shares"), of VMRK, rounded to the nearest whole number of shares, equal to the product of (i) the number of shares of AVB Common Stock subject to such AVB Performance Award, determined by deeming any performance-based vesting criteria applicable to such AVB Performance Award to be achieved based on the greater of target performance and the actual level of performance (which was calculated as of the latest practicable date prior to the Effective Time and certified by the Compensation Committee of the AVB board prior to the Effective Time) and (ii) 2.793. F4: Direct total includes restricted shares of VMRK scheduled to vest in the future. Row 2 · 2026-08-17 · Grant · Acquired 18,850 · Balance 85,543 F5: Represents restricted shares scheduled to vest on August 17, 2029. F4: Direct total includes restricted shares of VMRK scheduled to vest in the future. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Vivmark Residential (f/k/a Equity Residential), a Maryland real estate investment trust ("VMRK"), ERP Operating Limited Partnership, an Illinois limited partnership (the "OP"), and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and VMRK 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 VMRK (the "Merger"). Merger Sub subsequently merged with and into the OP, with the OP continuing as the surviving entity.
F2: Pursuant to the Merger Agreement, each award outstanding immediately prior to the effective time of the Merger (the "Effective Time") with respect to shares of common stock, par value $0.01 per share (the "AVB Common Stock"), of AVB that vest on the basis of the achievement of applicable performance goals (each, an "AVB Performance Award") was converted into a VMRK restricted share award.
F3: Each VMRK restricted share award is subject to the same time-based vesting conditions that were previously applicable to the AVB Performance Award with respect to a number of common shares of beneficial interest, $0.01 par value per share ("VMRK Common Shares"), of VMRK, rounded to the nearest whole number of shares, equal to the product of (i) the number of shares of AVB Common Stock subject to such AVB Performance Award, determined by deeming any performance-based vesting criteria applicable to such AVB Performance Award to be achieved based on the greater of target performance and the actual level of performance (which was calculated as of the latest practicable date prior to the Effective Time and certified by the Compensation Committee of the AVB board prior to the Effective Time) and (ii) 2.793.
F4: Direct total includes restricted shares of VMRK scheduled to vest in the future.
F5: Represents restricted shares scheduled to vest on August 17, 2029.
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 | 23,879 |
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 13,561 · Balance 23,879 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 and PSUs deemed to have been earned as of the Effective Time. |
| 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 23,879 · 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. |
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 and PSUs deemed to have been earned as of the Effective Time.
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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 17, 2026 20:50 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Disposition to issuerCommon Stock, par value $.01 per share | 23,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-354226 · ownership.xml · nonDerivative · entry 2 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: 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 · kind: 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. Read SEC document |
| August 17, 2026 Filed Aug 17, 2026 20:50 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 13,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-354226 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,879 F1 · kind: 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 · balance_after: This total includes shares of AVB Common Stock, restricted shares and PSUs deemed to have been earned as of the Effective Time. Read SEC document |
| August 17, 2026 Filed Aug 20, 2026 01:10 UTC | VIVMARK RESIDENTIAL VMRK · Entity 499 | GrantCommon Shares Of Beneficial Interest | 18,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000068 · form4.xml · nonDerivative · entry 2 Thomas Pamela Rogers · CIK 0002028044 · EVP, Portfolio & Asset Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,543 F5 · shares: Represents restricted shares scheduled to vest on August 17, 2029. F4 · balance_after: Direct total includes restricted shares of VMRK scheduled to vest in the future. Read SEC document |
| August 17, 2026 Filed Aug 20, 2026 01:10 UTC | VIVMARK RESIDENTIAL VMRK · Entity 499 | GrantCommon Shares Of Beneficial Interest | 37,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000068 · form4.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · EVP, Portfolio & Asset Mgmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,693 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Vivmark Residential (f/k/a Equity Residential), a Maryland real estate investment trust ("VMRK"), ERP Operating Limited Partnership, an Illinois limited partnership (the "OP"), and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and VMRK 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 VMRK (the "Merger"). Merger Sub subsequently merged with and into the OP, with the OP continuing as the surviving entity. F2 · kind: Pursuant to the Merger Agreement, each award outstanding immediately prior to the effective time of the Merger (the "Effective Time") with respect to shares of common stock, par value $0.01 per share (the "AVB Common Stock"), of AVB that vest on the basis of the achievement of applicable performance goals (each, an "AVB Performance Award") was converted into a VMRK restricted share award. F3 · kind: Each VMRK restricted share award is subject to the same time-based vesting conditions that were previously applicable to the AVB Performance Award with respect to a number of common shares of beneficial interest, $0.01 par value per share ("VMRK Common Shares"), of VMRK, rounded to the nearest whole number of shares, equal to the product of (i) the number of shares of AVB Common Stock subject to such AVB Performance Award, determined by deeming any performance-based vesting criteria applicable to such AVB Performance Award to be achieved based on the greater of target performance and the actual level of performance (which was calculated as of the latest practicable date prior to the Effective Time and certified by the Compensation Committee of the AVB board prior to the Effective Time) and (ii) 2.793. F4 · balance_after: Direct total includes restricted shares of VMRK scheduled to vest in the future. Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 20:55 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Tax withholdingCommon Stock, par value $.01 per share | 480 | $185.61 | $89,092.80 |
DisclosureSEC source: 0001193125-26-333043 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,318 F1 · shares: Reflects withholding of shares by the Company to cover tax withholding obligations on the vesting of restricted stock awards granted under the Company's former 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 |
| March 01, 2026 Filed Mar 3, 2026 22:04 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Tax withholdingCommon Stock, par value $.01 per share | 2,652 | $177.23 | $470,013.96 |
DisclosureSEC source: 0001193125-26-088676 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,055 F1 · shares: Reflects withholding of shares by the Company to cover tax withholding obligations on the vesting of restricted stock and performance share unit awards 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 |
| March 01, 2026 Filed Jun 22, 2026 20:19 UTC Amendment | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Tax withholdingCommon Stock, par value $.01 per share | 2,909 | $177.23 | $515,562.07 |
DisclosureSEC source: 0001193125-26-277555 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,798 F1 · shares: Reflects withholding of shares by the Company to cover tax withholding obligations on the vesting of restricted stock and performance share unit awards under the Company's Second Amended and Restated 2009 Equity Incentive Plan. The original Form 4 filing has been amended to reflect the correct number of shares withheld. 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 26, 2026 Filed Mar 2, 2026 22:09 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 5,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085718 · ownership.xml · nonDerivative · entry 2 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,707 F3 · shares: Reflects shares earned in connection with previously awarded performance share units issued 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 26, 2026 Filed Mar 2, 2026 22:09 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 3,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085718 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,493 F1 · shares: Reflects grant of shares of restricted stock under the Company's Second Amended and Restated 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 |
| August 01, 2025 Filed Aug 5, 2025 20:04 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | Tax withholdingCommon Stock, par value $.01 per share | 339 | $184.44 | $62,525.16 |
DisclosureSEC source: 0000950170-25-102988 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,617 F1 · shares: Reflects withholding of shares by the Company to cover tax withholding obligations on the vesting of restricted stock awards 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 |
| March 01, 2025 Filed Mar 5, 2025 02:31 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032947 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,956 F1 · shares: Reflects grant of shares of restricted stock under the Company's Second Amended and Restated 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 |
| February 26, 2025 Filed Mar 1, 2025 00:02 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 1,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030246 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,740 F1 · shares: Reflects grant of shares of restricted stock under the Company's Second Amended and Restated 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 |
| August 01, 2024 Filed Aug 5, 2024 20:06 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 1,878 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-090736 · ownership.xml · nonDerivative · entry 1 Thomas Pamela Rogers · CIK 0002028044 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,878 F1 · shares: Reflects grant of shares of restricted stock under the Company's Second Amended and Restated 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.