Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips Edison & Company, Inc.PECO · Entity 3848 | President | 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 | 13,238 |
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 13,238 · Balance 13,238 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 2,811 · 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 | 2,770 |
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 2,770 · Balance 2,770 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 | 6,759 |
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 3,379 · Balance 6,759 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 3,379 units on March 1, 2027, and 3,380 units on March 1, 2028, subject to continued service with the Company. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 10,081 |
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 3,360 · Balance 10,081 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 3,360 units on March 1, 2027, and March 1, 2028, and 3,361 units on 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 1,149.261 · 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 | 303,559.472 |
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 12,320 · Balance 303,559.472 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 | 304,708.733 |
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 1,149.261 · Balance 304,708.733 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. |
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 3,379 units on March 1, 2027, and 3,380 units on 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 3,360 units on March 1, 2027, and March 1, 2028, and 3,361 units on 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.
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 |
|---|---|---|---|---|---|---|
| July 02, 2021 Filed Jul 19, 2021 21:10 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 544.951 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000172 · wf-form4_162672901031309.xml · nonDerivative · entry 3 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by IRA 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 1,634.853 shares of Common Stock to 544.951 shares of Common Stock. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:10 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 5,485.587 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000172 · wf-form4_162672901031309.xml · nonDerivative · entry 2 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,485.587 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 16,456.761 shares of Common Stock to 5,485.587 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. F4 · balance_after: Excludes and corrects the previous reporting of shares of Common Stock and common units of limited partnership interest ("OP Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership which is the Issuer's operating partnership ("PECO OP"), indirectly held by Phillips Edison Limited Partnership ("PELP"). The Reporting Person is a limited partner in PELP. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:10 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 5,485.587 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000172 · wf-form4_162672901031309.xml · nonDerivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,108 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 16,456.761 shares of Common Stock to 5,485.587 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 24,324 RSUs to 8,108 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 00:16 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantClass B Units · Derivative | 41,143 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011390 · doc4.xml · derivative · entry 5 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,135.28 Underlying: Common Stock · 41,143 shares Expires not disclosed F7 · 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. F3 · 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. F7 · 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 00:16 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantClass B Units · Derivative | 19,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011390 · doc4.xml · derivative · entry 4 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,992.28 Underlying: Common Stock · 19,892 shares Expires not disclosed F6 · security: Class B Units issued pursuant to the 2018 performance based plan are time-based awards and will vest on 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. F3 · 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: Class B Units issued pursuant to the 2018 performance based plan are time-based awards and will vest on January 1, 2022, 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 00:16 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantClass B Units · Derivative | 5,183.28 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011390 · doc4.xml · derivative · entry 3 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,100.28 Underlying: Common Stock · 5,183.28 shares Expires not disclosed F4 · 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. F3 · 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 00:16 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantOP Units · Derivative | 19,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011390 · doc4.xml · derivative · entry 2 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,662.864 Underlying: Common Stock · 19,892 shares Expires not disclosed F2 · security: OP Units (defined below) earned upon the achievement of performance hurdles pursuant to the 2018 performance based plan. F3 · 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. F3 · 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. F3 · 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 |
| March 10, 2021 Filed Mar 13, 2021 00:16 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 0 | $8.75 | $0.00 |
DisclosureSEC source: 0000899243-21-011390 · doc4.xml · nonDerivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,415.615 F1 · balance_after: Includes 58.393 shares acquired under the Issuer's dividend reinvestment plan. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:04 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 17,437.639 | $8.75 | $152,579.34 |
DisclosureSEC source: 0000899243-21-006919 · doc4.xml · derivative · entry 4 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,770.864 Underlying: Common Stock · 17,437.639 shares Expires not disclosed F4 · 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 |
| February 12, 2021 Filed Feb 17, 2021 22:04 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 17,437.639 | $8.75 | $152,579.34 |
DisclosureSEC source: 0000899243-21-006919 · doc4.xml · derivative · entry 3 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 0 Underlying: Common Stock · 17,437.639 shares Expires not disclosed F2 · 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"). 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 22:38 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 1,183.429 | $8.75 | $10,355.00 |
DisclosureSEC source: 0000899243-21-000149 · doc4.xml · derivative · entry 7 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 17,437.622 Underlying: Common Stock · 1,183.429 shares Expires not disclosed F8 · derivative.exercise_price: Reflects Reporting Person's indirect ownership of OP Units received by PELP from the wind-down of a separate investment. F4 · 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. F4 · 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 22:38 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,461.849 | $8.75 | $109,041.18 |
DisclosureSEC source: 0000899243-21-000149 · doc4.xml · derivative · entry 6 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,333.225 Underlying: Common Stock · 12,461.849 shares Expires not disclosed F7 · derivative.exercise_price: Reflects OP Units distributed by PELP to the Reporting Person in the line above. F4 · 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. F4 · 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 22:38 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,461.849 | $8.75 | $109,041.18 |
DisclosureSEC source: 0000899243-21-000149 · doc4.xml · derivative · entry 5 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 16,254.194 Underlying: Common Stock · 12,461.849 shares Expires not disclosed F6 · 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. F4 · 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. F4 · 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 22:38 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 19,313 | $8.75 | $168,988.75 |
DisclosureSEC source: 0000899243-21-000149 · doc4.xml · derivative · entry 4 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,871.376 Underlying: Common Stock · 19,313 shares Expires not disclosed F5 · derivative.exercise_price: Reflects the number of OP Units received upon conversion of an equal number Class B Units in the line above. F4 · 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. F4 · 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 22:38 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherClass B Units · Derivative | 19,313 | $8.75 | $168,988.75 |
DisclosureSEC source: 0000899243-21-000149 · doc4.xml · derivative · entry 3 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,917 Underlying: OP Units · 19,313 shares Expires not disclosed F3 · 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 on 1/1/21, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F4 · 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. F3 · 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 on 1/1/21, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F4 · 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: 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 on 1/1/21, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. F4 · 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 22:38 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Tax withholdingCommon Stock | 2,688 | $8.75 | $23,520.00 |
DisclosureSEC source: 0000899243-21-000149 · doc4.xml · nonDerivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,258.495 F1 · shares: Shares surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:38 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 27,225 | $8.75 | $238,218.75 |
DisclosureSEC source: 0000899243-21-000149 · doc4.xml · derivative · entry 2 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,225 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. F2 · derivative.exercise_price: Reflects phantom units that vested on December 31, 2020 and were settled in cash. F2 · derivative.exercise_date: Reflects phantom units that vested on December 31, 2020 and were settled in cash. F2 · derivative.expiration_date: Reflects phantom units that vested on December 31, 2020 and were settled in cash. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 19:26 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 32,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-20-000020 · wf-form4_158412757566818.xml · nonDerivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,946.5 F1 · shares: Restricted stock units awarded pursuant to a long-term incentive plan of the issuer. The restrictions on these shares lapse in four equal annual installments beginning on January 1, 2021. F2 · balance_after: Includes 62.64 shares acquired under the Issuer's dividend reinvestment since October 31, 2019. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:49 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,462 | $11.10 | $138,328.20 |
DisclosureSEC source: 0001476204-20-000007 · wf-form4_157807378251254.xml · derivative · entry 4 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 28,210 Underlying: Common Stock · 12,462 shares Expires not disclosed F5 · 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 |
| January 01, 2020 Filed Jan 3, 2020 17:49 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,462 | $11.10 | $138,328.20 |
DisclosureSEC source: 0001476204-20-000007 · wf-form4_157807378251254.xml · derivative · entry 3 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,559 Underlying: Common Stock · 12,462 shares Expires not disclosed F4 · derivative.exercise_price: Reflects OP Units acquired by the Reporting Person as a distribution from Phillips Edison Limited Partnership ("PELP") upon the third annual vesting of his PELP C 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. 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, 2020 Filed Jan 3, 2020 17:49 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 19,312 | $11.10 | $214,363.20 |
DisclosureSEC source: 0001476204-20-000007 · wf-form4_157807378251254.xml · derivative · entry 2 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,097 Underlying: Common Stock · 19,312 shares Expires not disclosed F3 · derivative.exercise_price: Reflects the number of OP Units received upon conversion of an equal number Class B Units 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 |
| January 01, 2020 Filed Jan 3, 2020 17:49 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherClass B Units · Derivative | 19,312 | $11.10 | $214,363.20 |
DisclosureSEC source: 0001476204-20-000007 · wf-form4_157807378251254.xml · derivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,230 Underlying: OP Units · 19,312 shares Expires not disclosed 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 on 1/1/20, 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 on 1/1/20, 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 on 1/1/20, 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 27, 2019 Filed Dec 31, 2019 17:52 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 160,122 | $11.10 | $1,777,354.20 |
DisclosureSEC source: 0001476204-19-000110 · wf-form4_157781471638061.xml · derivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,225 Underlying: OP Units · 160,122 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: Reflects phantom units that vested on December 27, 2019 and were settled in cash. F1 · derivative.exercise_date: Reflects phantom units that vested on December 27, 2019 and were settled in cash. F1 · derivative.expiration_date: Reflects phantom units that vested on December 27, 2019 and were settled in cash. Read SEC document |
| October 31, 2019 Filed Nov 1, 2019 18:19 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 10,678.932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476204-19-000080 · wf-form4_157263234858025.xml · nonDerivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,257.893 F1 · price: Received in exchange for shares of Phillips Edison Grocery Center REIT III, Inc. ("REIT III") in connection with the merger of REIT III into Phillips Edison & Company, Inc. ("PECO"). On the effective date of the merger, each share of Class A REIT III common stock was exchanged for (i) 0.6693 shares of PECO common stock, which is equivalent to a value of $7.42923 per REIT III share based on PECO's most recent estimated net asset value per share of $11.10, and (ii) $0.0939 in cash. Read SEC document |
| May 22, 2019 Filed May 24, 2019 19:20 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 19,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001721152-19-000002 · wf-form4_155872561370801.xml · derivative · entry 2 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,785 Underlying: Common Stock · 19,312 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 I 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.exercise_price: Represents the number of OP Units received upon conversion of an equal number Class B Units 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 I 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 I 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 |
| May 22, 2019 Filed May 24, 2019 19:20 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherClass B Units · Derivative | 19,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001721152-19-000002 · wf-form4_155872561370801.xml · derivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,542 Underlying: OP Units · 19,312 shares Expires not disclosed F1 · 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"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory program. 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 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. On May 22, 2019, 19,312 Class B Units that were previously vested achieved full parity and therefore 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 I 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 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"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory program. 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 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. On May 22, 2019, 19,312 Class B Units that were previously vested achieved full parity and therefore 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 I 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 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"), previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory program. 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 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. On May 22, 2019, 19,312 Class B Units that were previously vested achieved full parity and therefore 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 I 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 |
| March 12, 2019 Filed Mar 14, 2019 23:13 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantClass B Units · Derivative | 39,604 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-007771 · doc4.xml · derivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,854 Underlying: OP Units · 39,604 shares Expires not disclosed F1 · security: 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 were subject to vesting, and did 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 · security: 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. F1 · 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 were subject to vesting, and did 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_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. F1 · 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 were subject to vesting, and did 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. F3 · derivative.exercise_date: The Class B Units are time-based awards and vest in four equal annual installments: 25% on January 1, 2020, 25% on January 1, 2021, 25% on January 1, 2022, and 25% on January 1, 2023, subject to continued employment. F1 · 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 were subject to vesting, and did 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.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 |
| January 02, 2019 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,462 | $11.05 | $137,705.10 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 11 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 40,672 Underlying: Common Stock · 12,462 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 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 and have no expiration date. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 12,462 | $11.05 | $137,705.10 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 10 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,473 Underlying: Common Stock · 12,462 shares Expires not disclosed F9 · derivative.exercise_price: Reflects OP Units distributed by PELP to the Reporting Person upon the second annual vesting of his PELP C Units. 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 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 and have no expiration date. Read SEC document |
| December 31, 2018 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 177,066 | $11.05 | $1,956,579.30 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 9 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,347 Underlying: OP Units · 177,066 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. F8 · derivative.exercise_price: Reflects phantom units that vested on December 31, 2018 and were settled in cash. F8 · derivative.exercise_date: Reflects phantom units that vested on December 31, 2018 and were settled in cash. F8 · derivative.expiration_date: Reflects phantom units that vested on December 31, 2018 and were settled in cash. Read SEC document |
| December 31, 2018 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 8,731 | $11.05 | $96,477.55 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 8 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 53,134 Underlying: Common Stock · 8,731 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 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 and have no expiration date. Read SEC document |
| December 31, 2018 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 8,731 | $11.05 | $96,477.55 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 7 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,011 Underlying: Common Stock · 8,731 shares Expires not disclosed F7 · derivative.exercise_price: Reflects OP Units acquired by the Reporting Person as a distribution from PELP that PELP made to its partners on a pro rata basis. 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 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 and have no expiration date. Read SEC document |
| July 03, 2018 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 4,571 | $11.05 | $50,509.55 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 6 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 61,865 Underlying: Common Stock · 4,571 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 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 and have no expiration date. Read SEC document |
| July 03, 2018 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 4,571 | $11.05 | $50,509.55 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 5 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,280 Underlying: Common Stock · 4,571 shares Expires not disclosed F5 · derivative.exercise_price: Reflects OP Units acquired by the Reporting Person as a distribution from PELP in connection with the first annual vesting of his PELP C Units, which vest in four equal annual installments beginning on January 1, 2018. 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 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 and have no expiration date. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 23:00 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantClass B Units · Derivative | 77,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008040 · doc4.xml · derivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,250 Underlying: OP Units · 77,250 shares Expires not disclosed F1 · security: 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 were subject to vesting, and did 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 · security: 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. F1 · 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 were subject to vesting, and did 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_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. F1 · 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 were subject to vesting, and did 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. F3 · derivative.exercise_date: The Class B Units are time-based awards and vest in four equal annual installments: 25% on January 1, 2019, 25% on January 1, 2020, 25% on January 1, 2021, and 25% on January 1, 2022, subject to continued employment. F1 · 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 were subject to vesting, and did 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.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 |
| January 05, 2018 Filed Mar 19, 2018 23:00 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 155,421 | $11.00 | $1,709,631.00 |
DisclosureSEC source: 0000899243-18-008040 · doc4.xml · derivative · entry 2 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,413 Underlying: OP Units · 155,421 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. F4 · security: 155,421 Phantom Units vested on January 1, 2018 and were settled for cash. F4 · derivative.exercise_price: 155,421 Phantom Units vested on January 1, 2018 and were settled for cash. F4 · derivative.exercise_date: 155,421 Phantom Units vested on January 1, 2018 and were settled for cash. F4 · derivative.expiration_date: 155,421 Phantom Units vested on January 1, 2018 and were settled for cash. Read SEC document |
| December 15, 2017 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 1,126 | $11.05 | $12,442.30 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 4 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Indirect · Held by PELP Disclosed balance after: 66,436 Underlying: Common Stock · 1,126 shares Expires not disclosed F4 · derivative.exercise_price: Reflects OP Units distributed by PELP to the Reporting Person in the line above and a pro rata reduction in OP Units returned to PECO OP by PELP due to post-closing adjustments pursuant to that certain Contribution Agreement dated October 4, 2017 by and among the Issuer, PECO OP, the entities named on Exhibit A therein (the "Contributors"), and Jeffrey S. Edison, as the representative of the Contributors. 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 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 and have no expiration date. Read SEC document |
| December 15, 2017 Filed Jan 5, 2019 00:07 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | OtherOP Units · Derivative | 487 | $11.05 | $5,381.35 |
DisclosureSEC source: 0001476204-19-000012 · wf-form4_154664684763232.xml · derivative · entry 3 Myers Robert F. · CIK 0001721152 · Chief Operating Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,709 Underlying: Common Stock · 487 shares Expires not disclosed F2 · 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") that PELP made to its partners on a pro rata basis. 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 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 and have no expiration date. Read SEC document |
| October 04, 2017 Filed Nov 14, 2017 00:12 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantPhantom units · Derivative | 519,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-042251 · doc1.xml · derivative · entry 6 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,834 Underlying: OP Units · 519,834 shares Expires not disclosed F13 · derivative.exercise_price: In accordance with the terms of the Contribution Agreement and effective as of the Closing, the Reporting Person entered into an RMU Cancellation and Exchange Agreement with PELP and PECO I OP, pursuant to which the Reporting Person's restricted management units of PELP (the "RMUs") were cancelled at the Closing in exchange for the right to receive three Phantom Units (as defined below) for each cancelled RMU. A "Phantom Unit" represents the right of each executive to receive from PECO I OP cash equal to the fair market value of one OP Unit upon vesting, as well as, the right to receive in cash, the equivalent of any dividend payable with respect to OP Units, regardless of whether the Phantom Unit is vested. F14 · derivative.exercise_date: 155,421 Phantom Units will vest on December 31, 2017. 177,066 Phantom Units will vest on December 31, 2018. 160,122 Phantom Units will vest on December 31, 2019. 27,225 Phantom Units will vest on December 31, 2020. All vesting is subject to continued employment. F14 · derivative.expiration_date: 155,421 Phantom Units will vest on December 31, 2017. 177,066 Phantom Units will vest on December 31, 2018. 160,122 Phantom Units will vest on December 31, 2019. 27,225 Phantom Units will vest on December 31, 2020. All vesting is subject to continued employment. Read SEC document |
| October 04, 2017 Filed Nov 14, 2017 00:12 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | OtherOP Units · Derivative | 16,873 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-042251 · doc1.xml · derivative · entry 5 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By PELP Disclosed balance after: 0 Underlying: Common Stock · 16,873 shares Expires not disclosed F7 · derivative.exercise_price: Prior to the Closing, the Company paid to one of the Contributors as partial consideration for asset management services restricted profits interest units designated as Class B units. At issuance, the Class B units were subject to vesting, and did not have full parity with 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 unit would convert into an equal number of OP Units. At the Closing, approximately 4.8 million Class B Units held by Phillips Edison Limited Partnership ("PELP") vested and converted into OP Units. F11 · shares: Reflects the Reporting Person's interest in the OP Units which (i) were converted from Class B units and (ii) are being held by PELP until two years from the date the Class B units were issued. F4 · price: In the Contribution Agreement, each OP Unit was valued at $10.20 per unit. F3 · derivative.exercise_date: OP Units are exchangeable for cash or, at the option of PECO I OP, shares of the Company'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 for cash or, at the option of PECO I OP, shares of the Company's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F12 · balance_after: The 16,873 acquired OP Units are included in the 67,561 OP Units referenced in Column 9 of the second line item above. F6 · ownership.nature: The Reporting Person controls PELP. Read SEC document |
| October 04, 2017 Filed Nov 14, 2017 00:12 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | OtherOP Units · Derivative | 1,103 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-042251 · doc1.xml · derivative · entry 4 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,103 shares Expires not disclosed F7 · derivative.exercise_price: Prior to the Closing, the Company paid to one of the Contributors as partial consideration for asset management services restricted profits interest units designated as Class B units. At issuance, the Class B units were subject to vesting, and did not have full parity with 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 unit would convert into an equal number of OP Units. At the Closing, approximately 4.8 million Class B Units held by Phillips Edison Limited Partnership ("PELP") vested and converted into OP Units. F9 · shares: Reflects OP Units which were (i) converted from Class B units and (ii) distributed by the Contributors to the Reporting Person at the Closing. F4 · price: In the Contribution Agreement, each OP Unit was valued at $10.20 per unit. F3 · derivative.exercise_date: OP Units are exchangeable for cash or, at the option of PECO I OP, shares of the Company'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 for cash or, at the option of PECO I OP, shares of the Company's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F10 · balance_after: The 1,103 acquired OP Units are included in the 12,222 OP Units referenced in Column 9 of the first line item above. Read SEC document |
| October 04, 2017 Filed Nov 14, 2017 00:12 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | OtherClass B units · Derivative | 17,976 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-042251 · doc1.xml · derivative · entry 3 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By PELP Disclosed balance after: 0 Underlying: OP Units · 17,976 shares Expires not disclosed F7 · derivative.exercise_price: Prior to the Closing, the Company paid to one of the Contributors as partial consideration for asset management services restricted profits interest units designated as Class B units. At issuance, the Class B units were subject to vesting, and did not have full parity with 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 unit would convert into an equal number of OP Units. At the Closing, approximately 4.8 million Class B Units held by Phillips Edison Limited Partnership ("PELP") vested and converted into OP Units. F8 · shares: Reflects the Reporting Person's interest in the 4.8 million Class B units held by PELP that vested and were converted into OP Units at the Closing. F4 · price: In the Contribution Agreement, each OP Unit was valued at $10.20 per unit. F3 · derivative.exercise_date: OP Units are exchangeable for cash or, at the option of PECO I OP, shares of the Company'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 for cash or, at the option of PECO I OP, shares of the Company's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F6 · ownership.nature: The Reporting Person controls PELP. Read SEC document |
| October 04, 2017 Filed Nov 14, 2017 00:12 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | PurchaseOP Units · Derivative | 50,688 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-042251 · doc1.xml · derivative · entry 2 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By PELP Disclosed balance after: 67,561 Underlying: Common Stock · 50,688 shares Expires not disclosed F1 · derivative.exercise_price: On October 4, 2017, pursuant to the closing (the "Closing") of that certain Contribution Agreement (the "Contribution Agreement") by and among the issuer (the "Company"), its operating partnership subsidiary, Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), the entities named on Exhibit A therein (the "Contributors"), and Jeffrey S. Edison, as the representative of the Contributors, the Contributors contributed to PECO I OP all of the issued and outstanding equity interests of certain of the Contributors' subsidiaries identified on Exhibit B of the Contribution Agreement (collectively the "Contributed Companies"), in exchange for which (i) PECO I OP issued the Contributors approximately 39.4 million common operating partnership units ("OP Units") of PECO I OP, plus cash and the contingent right to receive up to approximately 12.5 million OP Units if certain milestones are achieved as set forth in the Contribution Agreement. F5 · shares: Reflects the Reporting Person's interest in (i) 3,394,685 OP Units held in escrow by an escrow agent as credit support for certain contingent obligations under the Contribution Agreement and OP Units retained by a Contributor. F4 · price: In the Contribution Agreement, each OP Unit was valued at $10.20 per unit. F3 · derivative.exercise_date: OP Units are exchangeable for cash or, at the option of PECO I OP, shares of the Company'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 for cash or, at the option of PECO I OP, shares of the Company's common stock on a one-to-one basis, beginning one year from the date of issuance and have no expiration date. F6 · ownership.nature: The Reporting Person controls PELP. Read SEC document |
| October 04, 2017 Filed Nov 14, 2017 00:12 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | PurchaseOP Units · Derivative | 11,119 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-042251 · doc1.xml · derivative · entry 1 Myers Robert F. · CIK 0001721152 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,222 Underlying: Common Stock · 11,119 shares Expires not disclosed F1 · derivative.exercise_price: On October 4, 2017, pursuant to the closing (the "Closing") of that certain Contribution Agreement (the "Contribution Agreement") by and among the issuer (the "Company"), its operating partnership subsidiary, Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO I OP"), the entities named on Exhibit A therein (the "Contributors"), and Jeffrey S. Edison, as the representative of the Contributors, the Contributors contributed to PECO I OP all of the issued and outstanding equity interests of certain of the Contributors' subsidiaries identified on Exhibit B of the Contribution Agreement (collectively the "Contributed Companies"), in exchange for which (i) PECO I OP issued the Contributors approximately 39.4 million common operating partnership units ("OP Units") of PECO I OP, plus cash and the contingent right to receive up to approximately 12.5 million OP Units if certain milestones are achieved as set forth in the Contribution Agreement. F2 · shares: Reflects 11,119 OP Units distributed by the Contributors to the Reporting Person at the Closing, inclusive of OP Units held by affiliates for whom the Reporting Person is an economic beneficiary. F4 · price: In the Contribution Agreement, each OP Unit was valued at $10.20 per unit. F3 · derivative.exercise_date: OP Units are exchangeable for cash or, at the option of PECO I OP, shares of the Company'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 for cash or, at the option of PECO I OP, shares of the Company'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.