Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips Edison & Company, Inc.PECO · Entity 3848 | Chief Accounting Officer & SVP | 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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,901 |
Reported balance
After 2026-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-01 · Grant · Acquired 3,564 · Balance 36,901 F1: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company. |
| Common StockSEC Table I · non-derivative | Direct | 36,010 |
Reported balance
After 2026-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-01 · Tax withholding · Disposed 891 · Balance 36,010 F2: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company.
F2: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units.
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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 21:31 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 891 | $39.28 | $34,998.48 |
DisclosureSEC source: 0001633620-26-000006 · wk-form4_1772573488.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,010 F2 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:31 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001633620-26-000006 · wk-form4_1772573488.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,901 F1 · security: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company. F1 · acquired: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 252 | $37.22 | $9,379.44 |
DisclosureSEC source: 0001633620-26-000004 · wk-form4_1770413528.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,337 F2 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2023-2025 Performance-Based LTIP Units. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 1,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001633620-26-000004 · wk-form4_1770413528.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,589 F1 · security: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2023-2025 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on January 1, 2027, subject to continued service with the Company. F1 · acquired: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2023-2025 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on January 1, 2027, subject to continued service with the Company. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:31 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 470 | $35.57 | $16,717.90 |
DisclosureSEC source: 0001633620-26-000002 · wk-form4_1767648692.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,067 F1 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2022-2024 Performance-Based LTIP Units. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 654 | $37.20 | $24,328.80 |
DisclosureSEC source: 0001476204-25-000045 · wk-form4_1741123958.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,537 F2 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-25-000045 · wk-form4_1741123958.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,191 F1 · security: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company. F1 · acquired: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 21:31 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 483 | $36.29 | $17,528.07 |
DisclosureSEC source: 0001476204-25-000019 · wk-form4_1738359066.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,786 F2 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2022-2024 Performance-Based LTIP Units. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 21:31 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 2,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-25-000019 · wk-form4_1738359066.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,269 F1 · security: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2022-2024 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2025, subject to continued service with the Company. F1 · acquired: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2022-2024 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2025, subject to continued service with the Company. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:37 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 282 | $37.46 | $10,563.72 |
DisclosureSEC source: 0001476204-25-000010 · wk-form4_1735940219.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,430 F2 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:37 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 239 | $37.46 | $8,952.94 |
DisclosureSEC source: 0001476204-25-000010 · wk-form4_1735940219.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,712 F1 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2021-2023 Performance-Based LTIP units. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 20:11 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 826 | $33.81 | $27,927.06 |
DisclosureSEC source: 0001476204-24-000093 · wk-form4_1721247064.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,951 F1 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:41 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 658 | $35.51 | $23,365.58 |
DisclosureSEC source: 0001476204-24-000032 · wk-form4_1709674845.xml · nonDerivative · entry 3 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,777 F3 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock and 2021-2023 Performance-Based LTIP Units. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:41 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 1,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-24-000032 · wk-form4_1709674845.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,435 F2 · security: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2021-2023 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2024, subject to continued service. F2 · acquired: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2021-2023 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2024, subject to continued service. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:41 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-24-000032 · wk-form4_1709674845.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,029 F1 · security: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. F1 · acquired: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:53 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 497 | $36.48 | $18,130.56 |
DisclosureSEC source: 0001476204-24-000008 · wk-form4_1704318764.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,737 F2 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 21:53 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 338 | $36.48 | $12,330.24 |
DisclosureSEC source: 0001476204-24-000008 · wk-form4_1704318764.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,234 F1 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2020-2022 Performance-Based LTIP units. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 20:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 96 | $35.53 | $3,410.88 |
DisclosureSEC source: 0001476204-23-000112 · wk-form4_1691526744.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,572 F2 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2020-2022 Performance-Based LTIP Units. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 20:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 694 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-23-000112 · wk-form4_1691526744.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,668 F1 · kind: Represents shares of Common Stock earned based upon the Issuer's achievement of the NAV Modifier performance metrics under the 2020-2022 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2023, subject to continued service with the Company. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:40 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 199 | $33.79 | $6,724.21 |
DisclosureSEC source: 0001476204-23-000037 · wf-form4_167787957912792.xml · nonDerivative · entry 4 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,974 F4 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:40 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 187 | $33.79 | $6,318.73 |
DisclosureSEC source: 0001476204-23-000037 · wf-form4_167787957912792.xml · nonDerivative · entry 3 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,173 F3 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2020-2022 Performance-Based LTIP Units. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:40 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 1,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-23-000037 · wf-form4_167787957912792.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,360 F2 · security: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2020-2022 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2023, subject to continued employment. F2 · kind: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2020-2022 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2023, subject to continued employment. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:40 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 3,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-23-000037 · wf-form4_167787957912792.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,020 F1 · security: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. F1 · kind: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. Read SEC document |
| January 15, 2023 Filed Jan 17, 2023 21:37 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 835 | $33.71 | $28,147.85 |
DisclosureSEC source: 0001476204-23-000022 · wf-form4_167399142066972.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,765 F1 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:36 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 732 | $31.84 | $23,306.88 |
DisclosureSEC source: 0001476204-23-000006 · wf-form4_167286814144780.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,600 F2 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:36 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 446 | $31.84 | $14,200.64 |
DisclosureSEC source: 0001476204-23-000006 · wf-form4_167286814144780.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,332 F1 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2019-2021 Performance-Based restricted stock units. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:20 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 182 | $34.90 | $6,351.80 |
DisclosureSEC source: 0001476204-22-000067 · wf-form4_165186843519380.xml · nonDerivative · entry 4 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,778 F4 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2019-2021 Performance-Based LTIP Units. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:20 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000067 · wf-form4_165186843519380.xml · nonDerivative · entry 3 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,960 F3 · kind: Represents shares of Common Stock earned based upon the Issuer's achievement of the NAV Modifier performance metrics under the 2019-2021 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2022, subject to continued service with the Company. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:20 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 263 | $34.90 | $9,178.70 |
DisclosureSEC source: 0001476204-22-000067 · wf-form4_165186843519380.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,652 F2 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2018-2020 Performance-Based LTIP Units. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:20 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000067 · wf-form4_165186843519380.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,915 F1 · kind: Represents shares of Common Stock earned and vested based upon the Issuer's achievement of the NAV Modifier performance metrics under the 2018-2020 Performance-Based LTIP Units. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:24 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 2,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000042 · wf-form4_164634262053168.xml · nonDerivative · entry 5 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,969 F4 · kind: Represents the grant of restricted stock units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:24 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 183 | $32.02 | $5,859.66 |
DisclosureSEC source: 0001476204-22-000042 · wf-form4_164634262053168.xml · nonDerivative · entry 4 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,098 F3 · kind: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2019-2021 Performance-Based LTIP Units. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:24 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000042 · wf-form4_164634262053168.xml · nonDerivative · entry 3 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,281 F2 · kind: Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2019-2021 Performance-Based LTIP Units. Read SEC document |
| January 15, 2022 Filed Mar 3, 2022 21:24 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 4,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000042 · wf-form4_164634262053168.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,973 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| January 15, 2022 Filed Mar 3, 2022 21:24 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 4,058.953 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-22-000042 · wf-form4_164634262053168.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On January 15, 2022, the issued and outstanding shares of Class B Common Stock automatically converted back to shares of the Issuer's listed Common Stock, on a one-for-one basis, with cash paid in lieu of fractional shares, in a reclassification transaction exempt under Rule 16b-7. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 1,047 | $33.04 | $34,592.88 |
DisclosureSEC source: 0001476204-22-000012 · wf-form4_164133194783238.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,915 F2 · security: Shares surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:32 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | Tax withholdingCommon Stock | 157 | $33.04 | $5,187.28 |
DisclosureSEC source: 0001476204-22-000012 · wf-form4_164133194783238.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,962 F1 · security: Shares surrendered to cover tax liability upon vesting of earned performance restricted stock units. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 21:10 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | GrantCommon Stock | 5,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000173 · wf-form4_162672902841511.xml · nonDerivative · entry 3 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,119 F4 · shares: Represents the grant of RSUs that will vest as to 50% of the award on the eighteen month anniversary of the date of grant and 50% of the award on the thirty-six month anniversary of the date of grant, subject to continued service through the applicable vesting date. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:10 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherClass B Common Stock | 4,058.953 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000173 · wf-form4_162672902841511.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,058.953 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 12,176.86 shares of Common Stock to 4,058.953 shares of Common Stock. F2 · shares: On July 2, 2021, immediately following the Reverse Stock Split, the Issuer effected a reclassification transaction exempt under Rule 16b-7 in which each issued and outstanding share of its Common Stock on July 2, 2021, was reclassified into a share of newly created Class B common stock; thus, all of the Reporting Person's shares of Common Stock held as of July 2, 2021, are now shares of Class B common stock. The Issuer's Class B common stock is identical to its Common Stock, except that (i) it is not currently listed on a national securities exchange and (ii) it will automatically convert to the Issuer's listed Common Stock on January 15, 2022. Read SEC document |
| July 02, 2021 Filed Jul 19, 2021 21:10 UTC | Phillips Edison & Company, Inc. PECO · Entity 3848 | OtherCommon Stock | 4,058.953 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-21-000173 · wf-form4_162672902841511.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,187 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 12,176.86 shares of Common Stock to 4,058.953 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 24,561 RSUs to 8,187 RSUs. Reporting Person's shares of Common Stock are subject to a 180-day lock-up beginning on July 15, 2021. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 00:23 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 10,202 | $8.75 | $89,267.50 |
DisclosureSEC source: 0000899243-21-011403 · doc4.xml · nonDerivative · entry 3 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,737.86 F3 · security: Restricted stock units are time-based awards that 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. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 00:23 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Tax withholdingCommon Stock | 471 | $8.75 | $4,121.25 |
DisclosureSEC source: 0000899243-21-011403 · doc4.xml · nonDerivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,535.86 F2 · security: Shares surrendered to cover tax liability upon vesting. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 00:23 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 2,840 | $8.75 | $24,850.00 |
DisclosureSEC source: 0000899243-21-011403 · doc4.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,006.86 F1 · security: Shares of common stock earned upon the achievement of performance hurdles pursuant to the 2018 performance based plan. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:36 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Tax withholdingCommon Stock | 2,294 | $8.75 | $20,072.50 |
DisclosureSEC source: 0000899243-21-000146 · doc4.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,166.86 F1 · shares: Shares surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:36 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 3,300 | $8.75 | $28,875.00 |
DisclosureSEC source: 0000899243-21-000146 · doc4.xml · derivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,300 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 19:23 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 7,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001476204-20-000019 · wf-form4_158412737794412.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,460.86 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. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 14:57 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Tax withholdingCommon Stock | 1,646 | $11.10 | $18,270.60 |
DisclosureSEC source: 0001476204-20-000001 · wf-form4_157806344512416.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,652.86 F1 · shares: Shares surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 17:49 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 16,176 | $11.10 | $179,553.60 |
DisclosureSEC source: 0001476204-19-000108 · wf-form4_157781457850986.xml · derivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Underlying: OP Units · 16,176 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 18:46 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | GrantCommon Stock | 1,391.86 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476204-19-000088 · wf-form4_157263399253872.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,813.86 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 |
| March 12, 2019 Filed Mar 19, 2019 23:24 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantCommon Stock | 8,485 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-008413 · doc4.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,907 F1 · shares: Represents restricted stock awarded to the reporting person which will 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. 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.