Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSEX PROPERTY TRUST, INC.ESS · Entity 3275 | Director | May 12, 2026 | May 14, 2026 |
| Marcus & Millichap, Inc.MMI · Entity 4846 | Director · 10% owner | April 30, 2026 | May 04, 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.
ESSEX PROPERTY TRUST, 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 | 223,042 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,117 · Balance 223,042 F1: Represents restricted stock units that will be fully vested as of May 12, 2027 and are subject to restrictions on transfer for the one-year period following the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Marcus & Millichap Inc. and affiliates | 155,000 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 155,000 |
| Common StockSEC Table I · non-derivative | IndirectBy family | 4,000 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that will be fully vested as of May 12, 2027 and are subject to restrictions on transfer for the one-year period following the date of grant.
Marcus & Millichap, Inc.
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,239 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 2,698 · Balance 36,239 F1: The shares shall vest on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 14,128,075 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,128,075 F2: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the member manager of Phoenix. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares shall vest on the first anniversary of the date of grant.
F2: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the member manager of Phoenix. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix.
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 20:14 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 1,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000939706-26-000005 · wk-form4_1778789654.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,042 F1 · shares: Represents restricted stock units that will be fully vested as of May 12, 2027 and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| April 30, 2026 Filed May 4, 2026 23:35 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,698 | $27.79 | $74,977.42 |
DisclosureSEC source: 0000939706-26-000003 · ownership.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,239 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:17 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 13,418 | $0.00 Strike: $216.31 | $0.00 |
DisclosureSEC source: 0000920522-25-000072 · wk-form4_1748636152.xml · derivative · entry 4 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,418 shares Expires 2033-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:17 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 13,418 | $216.31 | $2,902,447.58 |
DisclosureSEC source: 0000920522-25-000072 · wk-form4_1748636152.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,925 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Under the terms of the stock options, the maximum value that the reporting person could receive is $100 per share upon exercise. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:23 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-25-000057 · wk-form4_1747340589.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,507 F1 · shares: Represents restricted stock units that will be fully vested as of May 13, 2026 and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| May 01, 2025 Filed May 5, 2025 21:02 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,471 | $30.35 | $74,994.85 |
DisclosureSEC source: 0000950170-25-063680 · ownership.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,541 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:38 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 1,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-24-000063 · wk-form4_1715891875.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,438 F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| May 02, 2024 Filed May 6, 2024 23:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,303 | $32.56 | $74,985.68 |
DisclosureSEC source: 0000950170-24-053807 · ownership.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,070 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 09, 2023 Filed May 11, 2023 17:01 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 7,298 | $0.00 Strike: $216.31 | $0.00 |
DisclosureSEC source: 0000920522-23-000021 · wf-form4_168382445289323.xml · derivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,298 Underlying: Common Stock · 7,298 shares Expires 2033-05-09 F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise. Read SEC document |
| May 09, 2023 Filed May 17, 2023 23:55 UTC Amendment | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 13,418 | $0.00 Strike: $216.31 | $0.00 |
DisclosureSEC source: 0000920522-23-000031 · wk-form4a_1684367749.xml · derivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,418 Underlying: Common Stock · 13,418 shares Expires 2033-05-09 F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise. F2 · kind: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted. F2 · shares: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted. F2 · derivative.underlying_shares: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted. F2 · balance_after: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted. Read SEC document |
| May 02, 2023 Filed May 5, 2023 00:15 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,477 | $30.27 | $74,978.79 |
DisclosureSEC source: 0001209191-23-027529 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,767 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 10, 2022 Filed May 11, 2022 21:54 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-22-000045 · wf-form4_165230605557722.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,071 F1 · shares: Represents restricted stock units that will be fully vested as of May 10, 2023 and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:49 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 1,642 | $45.65 | $74,957.30 |
DisclosureSEC source: 0001209191-22-027444 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,290 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 13,436 | $0.00 Strike: $229.90 | $0.00 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 12 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,436 shares Expires 2030-05-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 8,012 | $0.00 Strike: $282.58 | $0.00 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 11 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,012 shares Expires 2029-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,000 | $0.00 Strike: $224.05 | $0.00 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 10 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 shares Expires 2025-05-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,265 | $0.00 Strike: $164.76 | $0.00 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 9 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,265 shares Expires 2023-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 4,630 | $0.00 Strike: $233.78 | $0.00 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 8 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,630 shares Expires 2028-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 5,471 | $0.00 Strike: $179.48 | $0.00 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 7 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,471 shares Expires 2024-06-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 13,436 | $229.90 | $3,088,936.40 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 6 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,959 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Under the terms of the stock options, the maximum value that the reporting person could receive is $100 per share. Accordingly, the value in excess of such amount, $9.53 per share, is payable to the issuer by the reporting person in addition to the exercise price of $229.90. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 8,012 | $282.58 | $2,264,030.96 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 5 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,523 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Under the terms of the stock options, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 7,000 | $224.05 | $1,568,350.00 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 4 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,511 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Under the terms of the stock options, the maximum value that the reporting person could receive is $100 per share. Accordingly, the value in excess of such amount, $15.38 per share, is payable to the issuer by the reporting person in addition to the exercise price of $224.05. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 3,265 | $164.76 | $537,941.40 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 3 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,511 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Under the terms of the stock options, the maximum value that the reporting person could receive is $100 per share. Accordingly, the value in excess of such amount, $74.67 per share, is payable to the issuer by the reporting person in addition to the exercise price of $164.76. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 4,630 | $233.78 | $1,082,401.40 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,246 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 00:42 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 5,471 | $179.48 | $981,935.08 |
DisclosureSEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,616 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 20:53 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | OtherCommon Stock | 157,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047398 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,128,075 F1 · kind: Distribution by Phoenix Investments Holdings LLC ("Phoenix") to a unitholder to redeem the unitholder's membership interest in Phoenix. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the member manager of Phoenix, and prior to the reported distribution, beneficially owned 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| May 11, 2021 Filed May 14, 2021 00:17 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000022 · wf-form4_162095141710252.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,145 F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| May 04, 2021 Filed May 6, 2021 21:53 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,082 | $36.01 | $74,972.82 |
DisclosureSEC source: 0001209191-21-030692 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,648 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 21:03 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 7,199 | $35.64 | $256,604.76 |
DisclosureSEC source: 0001209191-21-026983 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,285,287 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. The shares included in the sales plan have now been fully sold. F4 · price: The range of prices for the shares of Common Stock is from $35.50 to $35.81. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 21:03 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 22,719 | $35.48 | $805,999.69 |
DisclosureSEC source: 0001209191-21-026983 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,292,486 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. The shares included in the sales plan have now been fully sold. F2 · price: The range of prices for the shares of Common Stock is from $35.40 to $35.69. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 13, 2021 Filed Apr 13, 2021 23:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 18,000 | $35.32 | $635,787.00 |
DisclosureSEC source: 0001209191-21-026535 · doc4.xml · nonDerivative · entry 3 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,315,205 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F5 · price: The range of prices for the shares of Common Stock is from $35.07 to $35.47. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 23:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 33,103 | $35.32 | $1,169,128.44 |
DisclosureSEC source: 0001209191-21-026535 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,333,205 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F4 · price: The range of prices for the shares of Common Stock is from $35.00 to $35.44. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 23:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 50,000 | $34.91 | $1,745,530.00 |
DisclosureSEC source: 0001209191-21-026535 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,366,308 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F2 · price: The range of prices for the shares of Common Stock is from $34.72 to $35.17. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 08, 2021 Filed Apr 8, 2021 22:31 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 27,601 | $34.76 | $959,369.36 |
DisclosureSEC source: 0001209191-21-026147 · doc4.xml · nonDerivative · entry 3 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,416,308 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F5 · price: The range of prices for the shares of Common Stock is from $34.70 to $34.825. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 07, 2021 Filed Apr 8, 2021 22:31 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 13,740 | $34.65 | $476,144.59 |
DisclosureSEC source: 0001209191-21-026147 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,443,909 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F4 · price: The range of prices for the shares of Common Stock is from $34.60 to $34.73. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 22:31 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 50,000 | $34.76 | $1,738,005.00 |
DisclosureSEC source: 0001209191-21-026147 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,457,649 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F2 · price: The range of prices for the shares of Common Stock is from $34.60 to $34.865. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 05, 2021 Filed Apr 5, 2021 23:25 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 50,000 | $34.53 | $1,726,685.00 |
DisclosureSEC source: 0001209191-21-025482 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,507,649 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F4 · price: The range of prices for the shares of Common Stock is from $34.25 to $34.72. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:25 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 27,638 | $34.14 | $943,569.61 |
DisclosureSEC source: 0001209191-21-025482 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,557,649 F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. F2 · price: The range of prices for the shares of Common Stock is from $34.06 to $34.21. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F3 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| March 12, 2021 Filed Mar 17, 2021 00:25 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 60,000 | $34.48 | $2,068,704.00 |
DisclosureSEC source: 0001209191-21-021195 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,585,287 F1 · price: The range of prices for the shares of Common Stock is from $34.05 to $34.81. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 23:54 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 26,811 | $34.02 | $912,128.99 |
DisclosureSEC source: 0001209191-21-019941 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,705,287 F3 · price: The range of prices for the shares of Common Stock is from $34.00 to $34.10 The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 23:54 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 1,000 | $34.05 | $34,053.00 |
DisclosureSEC source: 0001209191-21-019941 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,732,098 F1 · price: The range of prices for the shares of Common Stock is from $34.05 to $34.075. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:10 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 10,607 | $37.52 | $397,927.97 |
DisclosureSEC source: 0001209191-21-018386 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,733,098 F1 · price: The range of prices for the shares of Common Stock is from $37.46 to $37.62. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 23:47 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 24,425 | $38.41 | $938,252.18 |
DisclosureSEC source: 0001209191-21-016459 · doc4.xml · nonDerivative · entry 3 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,743,705 F3 · price: The range of prices for the shares of Common Stock is from $38.23 to $38.72. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:47 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 500 | $38.50 | $19,250.00 |
DisclosureSEC source: 0001209191-21-016459 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,768,130 F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:47 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 18,400 | $37.96 | $698,465.84 |
DisclosureSEC source: 0001209191-21-016459 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,768,630 F1 · price: he range of prices for the shares of Common Stock is from $37.50 to $38.46. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 01:18 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 6,054 | $39.08 | $236,590.32 |
DisclosureSEC source: 0001209191-21-014514 · doc4.xml · nonDerivative · entry 3 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,787,030 F4 · price: The range of prices for the shares of Common Stock is from $39.00 to $39.50. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 01:18 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 5,278 | $39.68 | $209,453.21 |
DisclosureSEC source: 0001209191-21-014514 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,793,084 F3 · price: The range of prices for the shares of Common Stock is from $39.25 to $40.155. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 01:18 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 4,900 | $40.28 | $197,356.81 |
DisclosureSEC source: 0001209191-21-014514 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 14,798,362 F1 · price: The range of prices for the shares of Common Stock is from $40.00 to $40.39. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price. F2 · ownership.nature: Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.9% of its membership interests. Mr. Marcus has voting and investment power with respect to the shares held by Phoenix. Mr. Marcus disclaims beneficial ownership of shares held by Phoenix except to the extent of his pecuniary interest therein. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:15 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 13,436 | $0.00 Strike: $229.90 | $0.00 |
DisclosureSEC source: 0000920522-20-000048 · wf-form4_158949093385670.xml · derivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,436 Underlying: Common Stock · 13,436 shares Expires 2030-05-12 F1 · security: Stock options awards are fully vested and exercisable as of the grant date of May 12, 2020; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise. Read SEC document |
| May 05, 2020 Filed May 7, 2020 21:24 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,788 | $26.90 | $74,997.20 |
DisclosureSEC source: 0001209191-20-027752 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,566 F1 · shares: The shares shall vest on the first anniversary of the date of grant. 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.