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 |
|---|---|---|---|---|---|---|
| January 01, 2019 Filed Jan 5, 2019 00:00 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 6,600 | $11.05 | $72,930.00 |
DisclosureSEC source: 0001476204-19-000004 · wf-form4_154664638601767.xml · derivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,476 Underlying: OP Units · 6,600 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 January 1, 2019 and were settled in cash. F2 · derivative.exercise_date: Reflects phantom units that vested on January 1, 2019 and were settled in cash. F2 · derivative.expiration_date: Reflects phantom units that vested on January 1, 2019 and were settled in cash. Read SEC document |
| January 01, 2019 Filed Jan 5, 2019 00:00 UTC | Phillips Edison & Company, Inc. NONE · Entity 3848 | Tax withholdingCommon Stock | 942 | $11.05 | $10,409.10 |
DisclosureSEC source: 0001476204-19-000004 · wf-form4_154664638601767.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer & SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,422 F1 · shares: Shares surrendered to cover tax liability upon vesting of restricted stock units. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 22:52 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantCommon Stock | 11,364 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-008022 · doc4.xml · nonDerivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,364 F1 · shares: Represents restricted stock awarded to the reporting person and subject to specified vesting provisions. Read SEC document |
| January 05, 2018 Filed Mar 19, 2018 22:52 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | Exercise / conversionPhantom Units · Derivative | 6,600 | $11.00 | $72,600.00 |
DisclosureSEC source: 0000899243-18-008022 · doc4.xml · derivative · entry 2 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,076 Underlying: OP Units · 6,600 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 · security: 6,600 Phantom Units vested on January 1, 2018 and were settled for cash. F2 · derivative.exercise_price: 6,600 Phantom Units vested on January 1, 2018 and were settled for cash. F2 · derivative.exercise_date: 6,600 Phantom Units vested on January 1, 2018 and were settled for cash. F2 · derivative.expiration_date: 6,600 Phantom Units vested on January 1, 2018 and were settled for cash. Read SEC document |
| October 04, 2017 Filed Nov 14, 2017 00:16 UTC | Phillips Edison & Company, Inc. N/A · Entity 3848 | GrantPhantom Units · Derivative | 32,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-042256 · doc1.xml · derivative · entry 1 Robison Jennifer L · CIK 0001633620 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,676 Underlying: OP Units · 32,676 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 · derivative.exercise_date: In accordance with the terms of the Contribution Agreement and effective as of the Closing, 6,600 Phantom Units will vest on each of January 1, 2018 and January 1, 2019. 16,176 Phantom Units will vest on January 1, 2020. 3,300 Phantom Units will vest on January 1, 2021. All vesting is subject to continued employment. F2 · derivative.expiration_date: In accordance with the terms of the Contribution Agreement and effective as of the Closing, 6,600 Phantom Units will vest on each of January 1, 2018 and January 1, 2019. 16,176 Phantom Units will vest on January 1, 2020. 3,300 Phantom Units will vest on January 1, 2021. All vesting is 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.