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 |
|---|---|---|---|---|---|---|
| April 26, 2018 Filed Apr 26, 2018 22:50 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 16,861 | $34.36 | $579,426.58 |
DisclosureSEC source: 0001209191-18-026318 · 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: 18,023,702 F1 · kind: SALE EFFECTED UNDER 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 $34.19 to $34.535. 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 98.4% 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 25, 2018 Filed Apr 26, 2018 22:50 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 14,277 | $34.30 | $489,691.11 |
DisclosureSEC source: 0001209191-18-026318 · 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: 18,040,563 F1 · kind: SALE EFFECTED UNDER 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 $34.16 to $34.55. 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 98.4% 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 24, 2018 Filed Apr 26, 2018 22:50 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 7,990 | $35.07 | $280,246.85 |
DisclosureSEC source: 0001209191-18-026318 · 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: 18,054,840 F1 · kind: SALE EFFECTED UNDER 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 $34.80 to $35.405. 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 98.4% 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 23, 2018 Filed Apr 24, 2018 21:50 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 2,611 | $35.16 | $91,796.23 |
DisclosureSEC source: 0001209191-18-026007 · 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: 18,062,830 F1 · kind: SALE EFFECTED UNDER 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 $35.12 to $35.64. 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 98.4% 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 20, 2018 Filed Apr 24, 2018 21:50 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 3,493 | $35.56 | $124,202.00 |
DisclosureSEC source: 0001209191-18-026007 · 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: 18,065,441 F1 · kind: SALE EFFECTED UNDER 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 $35.55 to $35.705. 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 98.4% 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 21, 2018 Filed Mar 23, 2018 21:37 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 28,015 | $35.88 | $1,005,105.36 |
DisclosureSEC source: 0001209191-18-021457 · 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: 18,068,934 F1 · price: The range of prices for the shares of Common Stock is from $35.7001 to $36.00. 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 98.4% 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 20, 2018 Filed Mar 20, 2018 23:37 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 81,401 | $35.72 | $2,908,034.44 |
DisclosureSEC source: 0001209191-18-020996 · 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: 18,096,949 F4 · price: The range of prices for the shares of Common Stock is from $35.34 to $35.96. 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 98.4% 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 19, 2018 Filed Mar 20, 2018 23:37 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 50,000 | $35.51 | $1,775,565.00 |
DisclosureSEC source: 0001209191-18-020996 · 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: 18,178,350 F3 · price: The range of prices for the shares of Common Stock is from $35.20 to $35.70. 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 98.4% 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 16, 2018 Filed Mar 20, 2018 23:37 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 67,609 | $35.81 | $2,421,139.14 |
DisclosureSEC source: 0001209191-18-020996 · 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: 18,228,350 F1 · price: The range of prices for the shares of Common Stock is from $35.50 to $35.97. 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 98.4% 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 15, 2018 Filed Mar 15, 2018 22:19 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 101,208 | $35.98 | $3,641,909.16 |
DisclosureSEC source: 0001209191-18-019937 · 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: 18,295,959 F4 · price: The range of prices for the shares of Common Stock is from $35.65 to $36.19. 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 98.4% 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 14, 2018 Filed Mar 15, 2018 22:19 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 69,599 | $36.02 | $2,507,262.22 |
DisclosureSEC source: 0001209191-18-019937 · 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: 18,397,167 F3 · price: The range of prices for the shares of Common Stock is from $35.48 to $36.23. 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 98.4% 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 13, 2018 Filed Mar 15, 2018 22:19 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 47,639 | $36.13 | $1,721,378.10 |
DisclosureSEC source: 0001209191-18-019937 · 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: 18,466,766 F1 · price: The range of prices for the shares of Common Stock is from $36.10 to $36.215. 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 98.4% 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 |
| December 01, 2017 Filed Dec 1, 2017 21:55 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GiftCommon Stock | 96,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063237 · doc4.xml · nonDerivative · entry 3 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,879 F3 · kind: Gift of shares to charitable foundation. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 21:55 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | OtherCommon Stock | 96,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063237 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,642 F1 · kind: Pro rata distribution by Phoenix Investments Holdings LLC, to unitholders, including Mr. Marcus. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 21:55 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | OtherCommon Stock | 98,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063237 · 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: 18,514,405 F1 · kind: Pro rata distribution by Phoenix Investments Holdings LLC, to unitholders, including Mr. Marcus. 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 98.4% 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 |
| November 22, 2017 Filed Nov 28, 2017 00:38 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 50,839 | $30.75 | $1,563,548.36 |
DisclosureSEC source: 0001209191-17-062635 · 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: 18,612,767 F1 · price: The range of prices for the shares of Common Stock is from $30.365 to $31.10. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 21, 2017 Filed Nov 22, 2017 01:02 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 136,363 | $31.00 | $4,227,375.73 |
DisclosureSEC source: 0001209191-17-062222 · 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: 18,663,606 F4 · price: The range of prices for the shares of Common Stock is from $30.84 to $31.08. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 20, 2017 Filed Nov 22, 2017 01:02 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 188,826 | $30.52 | $5,763,743.71 |
DisclosureSEC source: 0001209191-17-062222 · 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: 18,799,969 F3 · price: The range of prices for the shares of Common Stock is from $30.50 to $30.645. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 17, 2017 Filed Nov 22, 2017 01:02 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 243,898 | $30.50 | $7,438,328.03 |
DisclosureSEC source: 0001209191-17-062222 · 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: 18,988,795 F1 · price: The range of prices for the shares of Common Stock is from $30.40 to $30.625. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 16, 2017 Filed Nov 16, 2017 23:24 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 100,000 | $30.54 | $3,054,460.00 |
DisclosureSEC source: 0001209191-17-061293 · 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: 19,232,693 F4 · price: The range of prices for the shares of Common Stock is from $30.43 to $30.7225. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 15, 2017 Filed Nov 16, 2017 23:24 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 141,101 | $30.35 | $4,282,189.59 |
DisclosureSEC source: 0001209191-17-061293 · 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: 19,332,693 F3 · price: The range of prices for the shares of Common Stock is from $30.02 to $30.5075. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 14, 2017 Filed Nov 16, 2017 23:24 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 132,606 | $30.70 | $4,070,460.52 |
DisclosureSEC source: 0001209191-17-061293 · 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: 19,473,794 F1 · price: The range of prices for the shares of Common Stock is from $30.44 to $31.28. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 13, 2017 Filed Nov 14, 2017 01:22 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 26,138 | $29.97 | $783,350.63 |
DisclosureSEC source: 0001209191-17-060484 · 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: 19,606,400 F3 · price: The range of prices for the shares of Common Stock is from $29.90 to $30.085. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| November 10, 2017 Filed Nov 14, 2017 01:22 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 16,819 | $30.34 | $510,369.19 |
DisclosureSEC source: 0001209191-17-060484 · 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: 19,632,538 F1 · price: The range of prices for the shares of Common Stock is from $30.25 to $30.595. 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: THE SHARES ARE BEING SOLD BY PHOENIX INVESTMENTS HOLDINGS LLC ("PHOENIX") AND NOT BY MR. MARCUS. Mr. Marcus is the sole member and manager of Ionian Investments Manager LLC, which is the non-member manager of Phoenix, and beneficially owns 98.4% 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 |
| August 03, 2017 Filed Aug 7, 2017 23:15 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 592 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047983 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,879 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 16, 2017 Filed May 18, 2017 17:58 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 669 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-17-000040 · wf-form4_149513027341429.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,198 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, 2017 Filed May 9, 2017 00:33 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030730 · doc4.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,287 F1 · shares: The shares shall vest 33-1/3rd per year on the first, second and third anniversary of the date of grant. Read SEC document |
| March 31, 2017 Filed Feb 26, 2018 18:43 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | OtherDownREIT Limited Partnership Units · Derivative | 75,291 | $235.00 | $17,693,385.00 |
DisclosureSEC source: 0000920522-18-000013 · wf-form4_151967061770247.xml · derivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by MMC Investments, LLC Disclosed balance after: 75,291 Underlying: Common Stock · 75,291 shares Expires not disclosed F1 · security: On March 31, 2017, MMC Investments, LLC was issued 75,291 DownREIT limited partnership units by PPC Sage Apartments Manager II LLC, a consolidated subsidiary of Essex Portfolio, L.P., in a DownREIT transaction in which Essex Portfolio, L.P. converted its existing preferred equity investment in an apartment community located in San Jose, CA into common equity ownership interest in the property. F2 · derivative.exercise_price: The DownREIT limited partnership units are redeemable, subject to a one year holding period as well as other certain restrictions, for an equal number of shares of the issuer's common stock. The DownREIT limited partnership units have no expiration date. F1 · kind: On March 31, 2017, MMC Investments, LLC was issued 75,291 DownREIT limited partnership units by PPC Sage Apartments Manager II LLC, a consolidated subsidiary of Essex Portfolio, L.P., in a DownREIT transaction in which Essex Portfolio, L.P. converted its existing preferred equity investment in an apartment community located in San Jose, CA into common equity ownership interest in the property. F2 · derivative.expiration_date: The DownREIT limited partnership units are redeemable, subject to a one year holding period as well as other certain restrictions, for an equal number of shares of the issuer's common stock. The DownREIT limited partnership units have no expiration date. Read SEC document |
| March 20, 2017 Filed Mar 23, 2017 00:07 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | SaleCommon Stock | 512,643 | $24.50 | $12,559,753.50 |
DisclosureSEC source: 0001209191-17-022451 · 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: 19,649,357 F1 · 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 98.4% 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 |
| December 06, 2016 Filed Dec 8, 2016 22:14 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GiftCommon Stock | 393,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154209 · doc4.xml · nonDerivative · entry 3 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,956 F3 · kind: Gift of shares to charitable foundation. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 22:14 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | OtherCommon Stock | 393,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154209 · doc4.xml · nonDerivative · entry 2 MARCUS GEORGE M · CIK 0000939706 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,452 F1 · kind: Pro rata distribution by Phoenix Investments Holdings LLC, to unitholders, including Mr. Marcus. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 22:14 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | OtherCommon Stock | 400,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-154209 · 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: 20,162,000 F1 · kind: Pro rata distribution by Phoenix Investments Holdings LLC, to unitholders, including Mr. Marcus. 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 98.4% 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.