Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIVMARK RESIDENTIALVMRK · Entity 499 | EVP & General Counsel | August 31, 2026 | September 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
VIVMARK RESIDENTIAL
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 23,022 |
Reported balance
After 2026-08-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 4,584 · Balance 23,022 F1: Represents restricted shares of Vivmark Residential (formerly known as Equity Residential) (the "Company") issued in connection with the settlement of an award under the Company's 2025 Long-Term Incentive Plan which are scheduled to vest on January 3, 2028. F2: Direct total includes restricted shares of the Company scheduled to vest in the future. |
| Restricted UnitsSEC Table II · derivative / convertible security · Expires 2034-01-01 | Direct | 9,233 |
Reported balance
After 2026-08-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-31 · Grant · Acquired 9,233 · Balance 9,233 F5: Represents restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of the Company, retained in connection with the settlement of an award under the Company's 2024 Long-Term Incentive Plan. F6: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F7: The RUs are scheduled to vest on January 4, 2027. |
| Restricted UnitsSEC Table II · derivative / convertible security · Expires 2035-01-01 | Direct | 4,792 |
Reported balance
After 2026-08-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-31 · Grant · Acquired 4,792 · Balance 4,792 F8: Represents RUs in the Operating Partnership retained in connection with the settlement of an award under the Company's 2025 Long-Term Incentive Plan. F6: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F9: The RUs are scheduled to vest on January 3, 2028. |
| Restricted UnitsSEC Table II · derivative / convertible security · Expires 2036-01-01 | Direct | 14,397 |
Reported balance
After 2026-08-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-31 · Grant · Acquired 14,397 · Balance 14,397 F10: Represents RUs in the Operating Partnership retained in connection with the settlement of an award under the Company's 2026 Long-Term Incentive Plan. F6: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F11: The RUs are scheduled to vest on January 2, 2029. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Indirect401(k) Plan | 360 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 360 F3: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through July 16, 2026. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectRevocable Trust | 28,514 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28,514 F4: Represents shares beneficially owned by a trust for the benefit of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of Vivmark Residential (formerly known as Equity Residential) (the "Company") issued in connection with the settlement of an award under the Company's 2025 Long-Term Incentive Plan which are scheduled to vest on January 3, 2028.
F2: Direct total includes restricted shares of the Company scheduled to vest in the future.
F3: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through July 16, 2026.
F4: Represents shares beneficially owned by a trust for the benefit of the reporting person.
F5: Represents restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of the Company, retained in connection with the settlement of an award under the Company's 2024 Long-Term Incentive Plan.
F6: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert.
F7: The RUs are scheduled to vest on January 4, 2027.
F8: Represents RUs in the Operating Partnership retained in connection with the settlement of an award under the Company's 2025 Long-Term Incentive Plan.
F9: The RUs are scheduled to vest on January 3, 2028.
F10: Represents RUs in the Operating Partnership retained in connection with the settlement of an award under the Company's 2026 Long-Term Incentive Plan.
F11: The RUs are scheduled to vest on January 2, 2029.
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 |
|---|---|---|---|---|---|---|
| June 20, 2019 Filed Jun 24, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 825 | $79.38 | $65,488.50 |
DisclosureSEC source: 0001127602-19-022657 · form4.xml · nonDerivative · entry 2 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,170 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 825 | $45.78 | $37,768.50 |
DisclosureSEC source: 0001127602-19-022657 · form4.xml · nonDerivative · entry 1 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,995 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 475 | $72.21 | $34,300.80 |
DisclosureSEC source: 0001127602-19-004558 · form4.xml · nonDerivative · entry 1 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,170 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:36 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004097 · form4.xml · nonDerivative · entry 1 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,645 F1 · shares: Represents restricted shares scheduled to vest on February 1, 2022. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $28.10 | $0.00 |
DisclosureSEC source: 0001127602-18-035867 · form4.xml · derivative · entry 4 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 500 shares Expires 2020-02-05 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 · derivative.exercise_date: Represents share options which vested on February 5, 2013. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 500 | $72.00 | $36,000.00 |
DisclosureSEC source: 0001127602-18-035867 · form4.xml · nonDerivative · entry 2 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,125 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 21:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 500 | $28.10 | $14,050.00 |
DisclosureSEC source: 0001127602-18-035867 · form4.xml · nonDerivative · entry 1 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,625 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:54 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,046 | $47.80 | $49,998.80 |
DisclosureSEC source: 0001127602-18-009716 · form4.xml · nonDerivative · entry 1 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,125 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 07, 2018 Filed Feb 8, 2018 21:52 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 449 | $58.18 | $26,123.72 |
DisclosureSEC source: 0001127602-18-004620 · form4.xml · nonDerivative · entry 1 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,079 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:09 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004046 · form4.xml · derivative · entry 2 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Underlying: Common Shares Of Beneficial Interest · 1,020 shares Expires 2028-02-01 F2 · security: On February 1, 2018, the reporting person received a grant of Series 2018B restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F2 · derivative.exercise_price: On February 1, 2018, the reporting person received a grant of Series 2018B restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F3 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 1, 2021. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 22:09 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 29,268 | $0.00 Strike: $60.33 | $0.00 |
DisclosureSEC source: 0001127602-18-004046 · form4.xml · derivative · entry 1 Fenster Scott · CIK 0001722913 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,268 Underlying: Common Shares Of Beneficial Interest · 29,268 shares Expires 2028-02-01 F1 · derivative.exercise_date: Represents share options scheduled to vest in three equal installments on February 1, 2019, February 1, 2020 and February 1, 2021. 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.