Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips Edison & Company, Inc.PECO · Entity 3848 | Director · Chairman and CEO | March 01, 2026 | March 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Phillips Edison & Company, Inc.
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 45,570 |
Reported balance
After 2026-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 45,570 · Balance 45,570 F1: Represents the grant of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), under the Issuer's long term incentive plan. The Class B Units vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. At issuance, the Class B Units do not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units convert into an equal number of OP Units. The Class B Units have no expiration date. F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F3: Represents the grant of Class B Units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-01 · Exercise / conversion · Disposed 9,135 · Balance 0 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F4: Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 9,003 |
Reported balance
After 2026-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-01 · Exercise / conversion · Disposed 9,003 · Balance 9,003 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F4: Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date. F5: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in full on March 1, 2027, subject to continued service with the Company. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 21,564 |
Reported balance
After 2026-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-01 · Exercise / conversion · Disposed 10,782 · Balance 21,564 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F4: Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date. F6: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,782 units on March 1, 2027, and March 1, 2028, subject to continued service with the Company. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 32,259 |
Reported balance
After 2026-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-01 · Exercise / conversion · Disposed 10,752 · Balance 32,259 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F4: Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date. F7: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,753 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-01 · Exercise / conversion · Disposed 4,480.621 · Balance 0 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F8: Represents the conversion to OP Units of vested and earned Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units did not have full parity with the OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Having achieved full parity with the OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date. |
| OP UnitsSEC Table II · derivative / convertible security | Direct | 129,226.699 |
Reported balance
After 2026-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-01 · Exercise / conversion · Acquired 39,672 · Balance 129,226.699 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F4: Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date. |
| OP UnitsSEC Table II · derivative / convertible security | Direct | 133,707.32 |
Reported balance
After 2026-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-01 · Exercise / conversion · Acquired 4,480.621 · Balance 133,707.32 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F8: Represents the conversion to OP Units of vested and earned Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units did not have full parity with the OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Having achieved full parity with the OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Sprinkles Trust LLC | 2,150,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,150,000 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Junebug Trust I, LLC | 2,020,000 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 2,020,000 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Jeffrey Edison Family Trust | 1,814,405.871 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,814,405.871 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Edison Properties LLC | 1,134,215.303 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 1,134,215.303 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Spouse's Family Trust | 458,893.389 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 458,893.389 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Edison Family Trust | 431,233.177 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 431,233.177 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Edison Ventures Trust | 330,666.876 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 330,666.876 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Old 97, Inc | 276,927.452 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 276,927.452 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Spouse's Trust | 211,265.707 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 211,265.707 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectBy Father's Trust | 60,583.377 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 60,583.377 F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting. F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), under the Issuer's long term incentive plan. The Class B Units vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. At issuance, the Class B Units do not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units convert into an equal number of OP Units. The Class B Units have no expiration date.
F2: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting.
F3: Represents the grant of Class B Units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company.
F4: Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date.
F5: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in full on March 1, 2027, subject to continued service with the Company.
F6: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,782 units on March 1, 2027, and March 1, 2028, subject to continued service with the Company.
F7: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,753 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.
F8: Represents the conversion to OP Units of vested and earned Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units did not have full parity with the OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Having achieved full parity with the OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date.
F9: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PHILLIPS EDISON GROCERY CENTER REIT II, INC.
Report date November 16, 2018 · Filed November 20, 2018
Section 16 reporting ended · disclosed 2018-11-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-16 transaction · row 1
1 source rowRow 1 · 2018-11-16 · Disposition to issuer · Disposed 51,111.11 · Balance 0 F1: Disposed of pursuant to the merger agreement between the issuer and Phillips Edison & Company, Inc. ("PECO") in exchange for 2.04 shares of PECO common stock per share of issuer common stock, which is equivalent to $22.54 per share based on PECO's most recent estimated net asset value per share of $11.05. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the merger agreement between the issuer and Phillips Edison & Company, Inc. ("PECO") in exchange for 2.04 shares of PECO common stock per share of issuer common stock, which is equivalent to $22.54 per share based on PECO's most recent estimated net asset value per share of $11.05.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 15, 2022 Filed Mar 3, 2022 21:21 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 99,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000040 · wf-form4_164634243614757.xml · nonDerivative · entry 2 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,859 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| January 15, 2022 Filed Mar 3, 2022 21:21 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 99,510.188 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000040 · wf-form4_164634243614757.xml · nonDerivative · entry 1 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 1,710.061 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 17 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 211,265.707 Underlying: Common Stock · 1,710.061 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 5,520.795 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 16 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Father's Trust Disclosed balance after: 60,583.377 Underlying: Common Stock · 5,520.795 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 25,235.658 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 15 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Old 97, Inc Disclosed balance after: 276,927.452 Underlying: Common Stock · 25,235.658 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 26,708.817 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 14 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Family Trust Disclosed balance after: 500,593.389 Underlying: Common Stock · 26,708.817 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 30,132.795 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 13 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Edison Ventures Trust Disclosed balance after: 330,666.876 Underlying: Common Stock · 30,132.795 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 39,297.121 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 12 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Edison Family Trust Disclosed balance after: 431,233.177 Underlying: Common Stock · 39,297.121 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 103,358.023 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 11 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Edison Properties LLC Disclosed balance after: 1,134,215.303 Underlying: Common Stock · 103,358.023 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 204,298.929 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 10 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Jeffrey Edison Family Trust Disclosed balance after: 2,424,405.871 Underlying: Common Stock · 204,298.929 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F8 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantOP Units · Derivative | 332,583.571 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 9 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,211,945.667 Underlying: Common Stock · 332,583.571 shares Expires not disclosed F6 · derivative.exercise_price: Represents the OP Units issued to Phillips Edison Limited Partnership ("PELP") under that certain Contribution Agreement dated October 4, 2017, as amended, upon the Issuer's achievement of certain specified milestones and conditions, and the immediate subsequent distribution of these OP Units to the Reporting Person and his affiliated entities in an amount equal to their respective partnership interest in PELP, for no consideration. The Reporting person is the manager of the general partner of PELP and may be deemed to own the securities held by PELP, but disclaims such ownership except to the extent of his pecuniary interest therein. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F7 · balance_after: Total vested and unvested OP Units held are reflected in Column 9. Of the 3,211,945.667 OP Units held by the Reporting Person, 3,072,010.667 are vested and 139,935 are unvested. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 99,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 8 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,879,362.096 Underlying: Common Stock · 99,153 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F5 · derivative.exercise_date: 99,153 unvested units, which will vest 50% on January 15, 2023 and the remaining 50% on July 15, 2024. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F5 · derivative.underlying_shares: 99,153 unvested units, which will vest 50% on January 15, 2023 and the remaining 50% on July 15, 2024. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 44,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 7 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,780,209.096 Underlying: Common Stock · 44,571 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F4 · derivative.exercise_date: 11,143 vested units and 33,428 unvested units, which will vest in increments of 11,143 units on January 1, 2023, January 1, 2024 and January 1, 2025. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F4 · derivative.underlying_shares: 11,143 vested units and 33,428 unvested units, which will vest in increments of 11,143 units on January 1, 2023, January 1, 2024 and January 1, 2025. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 29,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 6 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,735,638.096 Underlying: Common Stock · 29,416 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F3 · derivative.exercise_date: 22,062 vested units and 7,354 unvested units, which will vest in full on January 1, 2023. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F3 · derivative.underlying_shares: 22,062 vested units and 7,354 unvested units, which will vest in full on January 1, 2023. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 3,850.407 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 5 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,706,222.096 Underlying: Common Stock · 3,850.407 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 99,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 4 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99,153 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.exercise_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.expiration_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F5 · derivative.underlying_shares: 99,153 unvested units, which will vest 50% on January 15, 2023 and the remaining 50% on July 15, 2024. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 44,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 3 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,153 Underlying: Common Stock · 44,571 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.exercise_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.expiration_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F4 · derivative.underlying_shares: 11,143 vested units and 33,428 unvested units, which will vest in increments of 11,143 units on January 1, 2023, January 1, 2024 and January 1, 2025. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 29,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 2 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,724 Underlying: Common Stock · 29,416 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.exercise_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.expiration_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F3 · derivative.underlying_shares: 22,062 vested units and 7,354 unvested units, which will vest in full on January 1, 2023. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 21:51 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 3,850.407 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000022 · wf-form4_164211067234807.xml · derivative · entry 1 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,140 Underlying: Common Stock · 3,850.407 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.exercise_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. F1 · derivative.expiration_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, including the common stock price performance, the Class B Units achieved full parity with the OP Units, and converted to OP Units on a one-for-one basis, still subject to any vesting requirements. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. OP Units issued upon conversion of unvested Class B Units are still subject to the same vesting schedule as the originally granted unvested Class B Units. Read SEC document |
| January 11, 2022 Filed Apr 25, 2022 20:27 UTC Amendment | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 11,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000049 · wf-form4a_165091837871799.xml · derivative · entry 4 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,072,010.667 Underlying: Common Stock · 11,143 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| January 11, 2022 Filed Apr 25, 2022 20:27 UTC Amendment | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 22,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000049 · wf-form4a_165091837871799.xml · derivative · entry 3 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,060,867.667 Underlying: Common Stock · 22,062 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| January 11, 2022 Filed Apr 25, 2022 20:27 UTC Amendment | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 11,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000049 · wf-form4a_165091837871799.xml · derivative · entry 2 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,428 Underlying: Common Stock · 11,143 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.exercise_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.expiration_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F4 · balance_after: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 11,143 units on January 1, 2023, January 1, 2024 and January 1, 2025. Read SEC document |
| January 11, 2022 Filed Apr 25, 2022 20:27 UTC Amendment | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 22,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000049 · wf-form4a_165091837871799.xml · derivative · entry 1 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,354 Underlying: Common Stock · 22,062 shares Expires not disclosed 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 · derivative.exercise_price: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.exercise_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.expiration_date: Represents conversion of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs, into limited partnership interest in PECO OP ("OP Units"). At issuance, the Class B Units were subject to vesting, and did not have full parity with the OP Units, but upon achieving parity with the OP Units under the PECO OP's partnership agreement, based upon capital account balance per unit, and upon satisfaction of applicable vesting conditions, the Class B Units convert to OP Units on a one-for-one basis. On January 11, 2022 the Class B Units achieved full parity with the OP Units, and the vested Class B Units converted to OP Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F3 · balance_after: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in full on January 1, 2023. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 22,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 10 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,702,371.689 Underlying: Common Stock · 22,953 shares Expires not disclosed 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 · derivative.exercise_price: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.exercise_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.expiration_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 22,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 2 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,990.407 Underlying: Common Stock · 22,953 shares Expires not disclosed 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 · derivative.exercise_price: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.exercise_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.expiration_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionOP Units · Derivative | 14,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 9 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,679,418.689 Underlying: Common Stock · 14,778 shares Expires not disclosed 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 · derivative.exercise_price: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.exercise_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.expiration_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Exercise / conversionClass B Units · Derivative | 14,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 1 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,943.407 Underlying: Common Stock · 14,778 shares Expires not disclosed 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 · derivative.exercise_price: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.exercise_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F1 · derivative.expiration_date: Represents vesting of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| October 29, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GiftOP Units · Derivative | 207,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 8 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Family Trust Disclosed balance after: 473,884.572 Underlying: Common Stock · 207,500 shares Expires not disclosed F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F4 · balance_after: Reflects a decrease in OP Units resulting from the Reverse Split. F5 · balance_after: OP Units previously reported as directly held by Mr. Edison. F6 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| October 29, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GiftOP Units · Derivative | 207,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 7 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 209,555.646 Underlying: Common Stock · 207,500 shares Expires not disclosed F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F6 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| October 20, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GiftOP Units · Derivative | 182,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 6 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Jeffrey Edison Family Trust Disclosed balance after: 2,220,106.942 Underlying: Common Stock · 182,500 shares Expires not disclosed F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F4 · balance_after: Reflects a decrease in OP Units resulting from the Reverse Split. F5 · balance_after: OP Units previously reported as directly held by Mr. Edison. F6 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| October 20, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GiftOP Units · Derivative | 182,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 5 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,664,640.689 Underlying: Common Stock · 182,500 shares Expires not disclosed F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| October 15, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GiftOP Units · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 4 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's Trust Disclosed balance after: 417,055.646 Underlying: Common Stock · 400,000 shares Expires not disclosed F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F4 · balance_after: Reflects a decrease in OP Units resulting from the Reverse Split. F5 · balance_after: OP Units previously reported as directly held by Mr. Edison. F6 · balance_after: Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| October 15, 2021 Filed Jan 4, 2022 21:29 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GiftOP Units · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000009 · wf-form4_164133172128888.xml · derivative · entry 3 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,847,140.689 Underlying: Common Stock · 400,000 shares Expires not disclosed F2 · derivative.exercise_price: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F3 · balance_after: On July 2, 2021, the Issuer effected a one-for-three reverse split (the "Reverse Split") of all of its issued and outstanding Common Stock, OP Units and Class B Units, which resulted in the Reporting Person's direct ownership of OP Units prior to this gift being reduced from 9,741,422.068 OP Units to 3,247,140.689 OP Units. Read SEC document |
| July 19, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | PurchaseCommon Stock | 50,000 | $28.00 | $1,400,000.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · nonDerivative · entry 7 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,351.334 F7 · shares: Represents the purchase of shares of Common Stock directly from the Issuer's underwriters through the Reserved Share Program offered to the Issuer's directors, officers, associates, and certain other related persons in connection with its current registered underwritten public offering. Reporting Person's shares of Common Stock are subject to a 180-day lock-up beginning July 15, 2021. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantClass B Units · Derivative | 99,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · derivative · entry 8 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,721.407 Underlying: Common Stock · 99,153 shares Expires not disclosed F8 · derivative.exercise_price: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership which is the Issuer's operating partnership ("PECO OP"), issued under the Issuer's long term incentive plan. At issuance, the Class B Units were subject to vesting and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F9 · derivative.exercise_price: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F8 · derivative.exercise_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership which is the Issuer's operating partnership ("PECO OP"), issued under the Issuer's long term incentive plan. At issuance, the Class B Units were subject to vesting and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F9 · derivative.exercise_date: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F8 · derivative.expiration_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership which is the Issuer's operating partnership ("PECO OP"), issued under the Issuer's long term incentive plan. At issuance, the Class B Units were subject to vesting and did not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F9 · derivative.expiration_date: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F10 · balance_after: On July 2, 2021, in connection with the Reverse Stock Split, PECO OP effected a one-for-three reverse split of all of its issued and outstanding OP Units and Class B Units, which resulted in the Reporting Person's ownership of Class B Units prior to this grant being reduced from 346,705.220 Class B Units to 115,568.407 Class B Units. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 36,534.722 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · nonDerivative · entry 6 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 36,534.722 F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. F5 · shares: As a result of the Reverse Stock Split, the Reporting Person's ownership of Common Stock was reduced from 109,604.167 shares of Common Stock to 36,534.722 shares of Common Stock. F6 · ownership.nature: Phillips Edison Limited Partnership ("PELP") is a Delaware limited partnership. Mr. Edison is the manager of the general partner of PELP. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 36,534.722 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · nonDerivative · entry 5 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 0 F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. F5 · shares: As a result of the Reverse Stock Split, the Reporting Person's ownership of Common Stock was reduced from 109,604.167 shares of Common Stock to 36,534.722 shares of Common Stock. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 12,088.889 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · nonDerivative · entry 4 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Edison Properties LLC Disclosed balance after: 12,088.889 F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. F4 · shares: As a result of the Reverse Stock Split, the Reporting Person's ownership of Common Stock was reduced from 36,266.667 shares of Common Stock to 12,088.889 shares of Common Stock. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 12,088.889 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · nonDerivative · entry 3 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Edison Properties LLC Disclosed balance after: 0 F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. F4 · shares: As a result of the Reverse Stock Split, the Reporting Person's ownership of Common Stock was reduced from 36,266.667 shares of Common Stock to 12,088.889 shares of Common Stock. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 99,510.188 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · nonDerivative · entry 2 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,510.188 F1 · shares: On July 2, 2021, the Issuer effected a one-for-three reverse stock split (the "Reverse Stock Split") of all of its issued and outstanding shares of common stock ("Common Stock"), which resulted in the Reporting Person's ownership of issued and outstanding Common Stock being reduced from 298,530.567 shares of Common Stock to 99,510.188 shares of Common Stock. F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 99,510.188 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000175 · wf-form4_162672906864985.xml · nonDerivative · entry 1 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,351.334 F1 · shares: On July 2, 2021, the Issuer effected a one-for-three reverse stock split (the "Reverse Stock Split") of all of its issued and outstanding shares of common stock ("Common Stock"), which resulted in the Reporting Person's ownership of issued and outstanding Common Stock being reduced from 298,530.567 shares of Common Stock to 99,510.188 shares of Common Stock. F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. F3 · balance_after: As a result of the Reverse Stock Split, the Reporting Person's ownership of unvested restricted stock units ("RSUs") representing underlying shares of Common Stock, which were issued to the Reporting Person under the Issuer's long term incentive plan, being reduced from 79,054 RSUs to 26,351.334 RSUs. Reporting Person's shares of Common Stock are subject to a 180-day lock-up beginning July 15, 2021. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 00:21 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantClass B Units · Derivative | 133,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011400 · doc4.xml · derivative · entry 4 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,705.22 Underlying: Common Stock · 133,714 shares Expires not disclosed F6 · security: The Class B Units are time-based awards and vest in four equal annual installments: 25% on January 1, 2022, 25% on January 1, 2023, 25% on January 1, 2024, and 25% on January 1, 2025, subject to continued employment. F5 · derivative.exercise_price: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F2 · derivative.exercise_date: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F5 · derivative.exercise_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F6 · derivative.exercise_date: The Class B Units are time-based awards and vest in four equal annual installments: 25% on January 1, 2022, 25% on January 1, 2023, 25% on January 1, 2024, and 25% on January 1, 2025, subject to continued employment. F5 · derivative.expiration_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 00:21 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantClass B Units · Derivative | 44,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011400 · doc4.xml · derivative · entry 3 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,991.22 Underlying: Common Stock · 44,334 shares Expires not disclosed F4 · security: Class B Units issued pursuant to the 2018 performance based plan are time-based awards and will vest January 1, 2022, subject to continued employment. F5 · derivative.exercise_price: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F2 · derivative.exercise_date: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F4 · derivative.exercise_date: Class B Units issued pursuant to the 2018 performance based plan are time-based awards and will vest January 1, 2022, subject to continued employment. F5 · derivative.exercise_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F5 · derivative.expiration_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 00:21 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantClass B Units · Derivative | 11,552.22 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011400 · doc4.xml · derivative · entry 2 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,657.22 Underlying: Common Stock · 11,552.22 shares Expires not disclosed F3 · security: Distributions reinvested in Class B Units (defined below) and earned pursuant to the 2018 performance based plan. F5 · derivative.exercise_price: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F2 · derivative.exercise_date: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F5 · derivative.exercise_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. F5 · derivative.expiration_date: Represents Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units will not have full parity with common units of limited partnership interest in PECO I OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO I OP's partnership agreement, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units would convert into an equal number of OP Units. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 00:21 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantOP Units · Derivative | 44,334 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011400 · doc4.xml · derivative · entry 1 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,217,761.875 Underlying: Common Stock · 44,334 shares Expires not disclosed F1 · security: OP Units (defined below) earned upon the achievement of performance hurdles pursuant to the 2018 performance based plan. F2 · derivative.exercise_price: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F2 · derivative.exercise_date: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. F2 · derivative.expiration_date: Each OP Unit acquired upon conversion of a Class B Unit may be presented for redemption at the election of the holder, for cash equal to the fair market value of a share of the Issuer's Common Stock, except that the Issuer may, at its election, acquire each OP Unit so presented for one share of Common Stock. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:01 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 724,201.771 | $8.75 | $6,336,765.50 |
DisclosureSEC source: 0000899243-21-006911 · doc4.xml · derivative · entry 2 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,173,427.875 Underlying: Common Stock · 724,201.771 shares Expires not disclosed F3 · derivative.exercise_price: Reflects OP Units distributed by PELP to the Reporting Person in the line above. F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:01 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 724,201.771 | $8.75 | $6,336,765.50 |
DisclosureSEC source: 0000899243-21-006911 · doc4.xml · derivative · entry 1 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 0 Underlying: Common Stock · 724,201.771 shares Expires not disclosed F1 · derivative.exercise_price: Reflects common units of limited partnership interest ("OP Units") in Phillips Edison Grocery Center Operating Partnership I, L.P. ("PECO OP") acquired by the Reporting Person as a distribution from Phillips Edison Limited Partnership ("PELP"). F2 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F2 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:34 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 49,148.922 | $8.75 | $430,053.07 |
DisclosureSEC source: 0000899243-21-000140 · doc4.xml · derivative · entry 6 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 724,201.139 Underlying: Common Stock · 49,148.922 shares Expires not disclosed F7 · derivative.exercise_price: Reflects Reporting Person's indirect ownership of OP Units received by PELP from the wind-down of a separate investment. F3 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F3 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:34 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,502.985 | $8.75 | $109,401.12 |
DisclosureSEC source: 0000899243-21-000140 · doc4.xml · derivative · entry 5 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,449,226.104 Underlying: Common Stock · 12,502.985 shares Expires not disclosed F6 · derivative.exercise_price: Reflects OP Units distributed by PELP to the Reporting Person in the line above. F3 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F3 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:34 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,502.985 | $8.75 | $109,401.12 |
DisclosureSEC source: 0000899243-21-000140 · doc4.xml · derivative · entry 4 Edison Jeffrey · CIK 0001548377 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 675,052.217 Underlying: Common Stock · 12,502.985 shares Expires not disclosed F5 · derivative.exercise_price: Reflects OP Units acquired by the Reporting Person as a distribution from Phillips Edison Limited Partnership ("PELP"). This is a correction to the typographical error made in the number of OP Units reported indirectly held by PELP in the Form 4 filed on January 3, 2020. F3 · derivative.exercise_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F3 · derivative.expiration_date: OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's common stock or, at the option of PECO OP, shares of the Issuer's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. 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.