Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips Edison & Company, Inc.PECO · Entity 3848 | Director | May 12, 2026 | May 14, 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.
Phillips Edison & Company, Inc.
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,981 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 2,901 · Balance 54,981 F1: Represents the grant of restricted Common Stock that will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) on the date of the next annual meeting of stockholders that is at least 50 weeks after the immediately preceding year's annual meeting, subject to continued service through the applicable vesting date. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 199.139 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 199.139 F2: Includes 7.524 shares acquired under the Issuer's dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted Common Stock that will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) on the date of the next annual meeting of stockholders that is at least 50 weeks after the immediately preceding year's annual meeting, subject to continued service through the applicable vesting date.
F2: Includes 7.524 shares acquired under the Issuer's dividend reinvestment plan.
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 12, 2026 Filed May 14, 2026 20:31 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 2,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001210978-26-000002 · wk-form4_1778790657.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,981 F1 · kind: Represents the grant of restricted Common Stock that will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) on the date of the next annual meeting of stockholders that is at least 50 weeks after the immediately preceding year's annual meeting, subject to continued service through the applicable vesting date. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:31 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-25-000082 · wk-form4_1746217900.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,080 F1 · kind: Represents the grant of shares of restricted Common Stock that will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) on the date of the next annual meeting of stockholders that is at least 50 weeks after the immediately preceding year's annual meeting, subject to continued service through the applicable vesting date. Read SEC document |
| April 30, 2024 Filed May 2, 2024 20:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-24-000070 · wk-form4_1714681956.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,790 F1 · kind: Represents the grant of shares of restricted Common Stock that will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) on the date of the next annual meeting of stockholders that is at least 50 weeks after the immediately preceding year's annual meeting, subject to continued service through the applicable vesting date. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:12 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | PurchaseCommon Stock | 10,000 | $29.18 | $291,800.00 |
DisclosureSEC source: 0001476204-23-000081 · wf-form4_168444073554948.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,426 F1 · price: The price reported is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $29.15 to $29.18. The Reporting Person undertakes to provide to the Issuer, any security holder, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price noted in this footnote. Read SEC document |
| May 09, 2023 Filed May 10, 2023 20:09 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-23-000075 · wf-form4_168374935396273.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,426 F1 · kind: Represents the grant of shares of restricted Common Stock that will vest in full on the first anniversary of the date of grant, subject to continued service through the applicable vesting date. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:25 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000078 · wf-form4_165549748600347.xml · nonDerivative · entry 3 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,733 F2 · kind: Represents the grant of shares of restricted Common Stock that will vest in full on the first anniversary of the date of grant, subject to continued service through the applicable vesting date. Read SEC document |
| January 15, 2022 Filed Jun 17, 2022 20:25 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000078 · wf-form4_165549748600347.xml · nonDerivative · entry 5 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 189 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| January 15, 2022 Filed Jun 17, 2022 20:25 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 189.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000078 · wf-form4_165549748600347.xml · nonDerivative · entry 4 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 0 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| January 15, 2022 Filed Jun 17, 2022 20:25 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 17,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000078 · wf-form4_165549748600347.xml · nonDerivative · entry 2 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,365 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| January 15, 2022 Filed Jun 17, 2022 20:25 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 17,976.343 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000078 · wf-form4_165549748600347.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| July 19, 2021 Filed Jul 19, 2021 21:22 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | PurchaseCommon Stock | 7,000 | $28.00 | $196,000.00 |
DisclosureSEC source: 0001476204-21-000176 · wf-form4_162672969668808.xml · nonDerivative · entry 4 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,389.831 F4 · shares: Represents the purchase of shares of Common Stock directly from the Issuer's underwriters through the Reserved Share Program offered to the Issuer's directors, officers, associates, and certain other related persons in connection with its current registered underwritten public offering. Reporting Person's shares of Common Stock are subject to a 180-day lock-up beginning July 15, 2021. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 21:22 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,389.831 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000176 · wf-form4_162672969668808.xml · nonDerivative · entry 3 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,389.831 F3 · shares: Represents the grant of shares of restricted Common Stock that will vest as to 50% of the award on the eighteen month anniversary of the date of grant and 50% of the award on the thirty-six month anniversary of the date of grant, subject to continued service through the applicable vesting date. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:22 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 189.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000176 · wf-form4_162672969668808.xml · nonDerivative · entry 6 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 189.04 F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. F5 · shares: As a result of the Reverse Stock Split, the shares of Common Stock owned by the Reporting's Person's spouse reduced from 567.120 shares of Common Stock to 189.040 shares of Common Stock. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:22 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 189.04 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000176 · wf-form4_162672969668808.xml · nonDerivative · entry 5 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 0 F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. F5 · shares: As a result of the Reverse Stock Split, the shares of Common Stock owned by the Reporting's Person's spouse reduced from 567.120 shares of Common Stock to 189.040 shares of Common Stock. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:22 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 17,976.343 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000176 · wf-form4_162672969668808.xml · nonDerivative · entry 2 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,976.343 F1 · shares: On July 2, 2021, the Issuer effected a one-for-three reverse stock split (the "Reverse Split") of all of its issued and outstanding shares of common stock ("Common Stock"), which resulted in the Reporting Person's ownership of issued and outstanding Common Stock being reduced from 53,929.028 shares of Common Stock to 17,976.343 shares of Common Stock. F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:22 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 17,976.343 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000176 · wf-form4_162672969668808.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: On July 2, 2021, the Issuer effected a one-for-three reverse stock split (the "Reverse Split") of all of its issued and outstanding shares of common stock ("Common Stock"), which resulted in the Reporting Person's ownership of issued and outstanding Common Stock being reduced from 53,929.028 shares of Common Stock to 17,976.343 shares of Common Stock. F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. Read SEC document |
| April 29, 2021 Filed May 3, 2021 16:31 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 5,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000055 · wf-form4_162005948293151.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,928 F1 · shares: Shares of restricted common stock ("Restricted Stock") of Phillips Edison & Company, Inc. issued pursuant to the Phillips Edison & Company, Inc. 2020 Omnibus Incentive Plan. The Restricted Stock fully vests on the first anniversary of the grant date, subject to continued service. Read SEC document |
| May 06, 2020 Filed May 8, 2020 16:50 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 5,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-20-000035 · wf-form4_158895661585969.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,501 F1 · shares: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on the first anniversary of the grant date, subject to continued service through such date. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:19 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantCommon Stock | 5,181 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-007782 · doc4.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,614 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 |
| August 08, 2018 Filed Aug 9, 2018 01:24 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantCommon Stock | 4,752 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-021760 · doc4.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,433 F1 · shares: Restricted Stock issued pursuant to the Phillips Edison & Company, Inc. 2010 Independent Director Stock Plan. The Restricted Stock fully vests on May 31, 2019, subject to continued service through such date. Read SEC document |
| September 20, 2017 Filed Nov 13, 2017 21:31 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantCommon stock | 2,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-17-001101 · doc4_5062.xml · nonDerivative · entry 1 CHAO LESLIE T · CIK 0001210978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,292.53 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 4,289 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.