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 | 27,151 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 2,901 · Balance 27,151 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. |
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.
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 2,201.929 · 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 |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 14, 2026 20:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 2,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001707526-26-000002 · wk-form4_1778790721.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,151 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 20:30 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-25-000079 · wk-form4_1746217814.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,250 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 20:33 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-24-000071 · wk-form4_1714681973.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,960 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 09, 2023 Filed May 10, 2023 20:08 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-23-000074 · wf-form4_168374930884485.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,596 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 20:44 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000083 · wf-form4_165549863304285.xml · nonDerivative · entry 3 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,903 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 20:44 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 7,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000083 · wf-form4_165549863304285.xml · nonDerivative · entry 2 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,535 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 20:44 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 7,146.098 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000083 · wf-form4_165549863304285.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · 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 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: 0001476204-21-000178 · wf-form4_162672976460793.xml · nonDerivative · entry 3 Strong John A. · CIK 0001707526 · 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 | 7,146.098 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000178 · wf-form4_162672976460793.xml · nonDerivative · entry 2 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,146.098 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 21,438.295 shares of Common Stock to 7,146.098 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 | 7,146.098 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000178 · wf-form4_162672976460793.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · 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 21,438.295 shares of Common Stock to 7,146.098 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 17:29 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 5,427 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000061 · wf-form4_162006294264080.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,438.295 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. F2 · balance_after: Includes 97.295 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| May 06, 2020 Filed May 8, 2020 16:54 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 5,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-20-000038 · wf-form4_158895682882069.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,914 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 23:17 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantCommon Stock | 5,181 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-007779 · doc4.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,672.935 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 19:38 UTC | PHILLIPS EDISON GROCERY CENTER REIT II, INC. NONE · Entity 162276 | Disposition to issuerCommon Stock | 2,201.929 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001581405-18-000049 · wf-form4_154274268758056.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · 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 9, 2018 01:30 UTC | PHILLIPS EDISON GROCERY CENTER REIT II, INC. N/A · Entity 162276 | GrantCommon Stock | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-021767 · doc4.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,197 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 21:29 UTC | PHILLIPS EDISON GROCERY CENTER REIT II, INC. N/A · Entity 162276 | GrantCommon stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-17-001099 · doc4_5060.xml · nonDerivative · entry 1 Strong John A. · CIK 0001707526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 F1 · shares: The shares reported relate to restricted stock awarded to the reporting person and are subject to specified vesting provisions. F1 · balance_after: The shares reported relate to restricted stock awarded to the reporting person and are subject to specified vesting 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.