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Schlosser Joseph

Disclosed activity across 1 company

Tapewire entity
63448
SEC CIK
0002055208

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Phillips Edison & Company, Inc.PECO · Entity 3848EVP, Chief Operating OfficerMarch 01, 2026March 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect25,218 Reported balance After 2026-03-01 transaction · row 1
1 source row

Row 1 · 2026-03-01 · Tax withholding · Disposed 633 · Balance 25,218

F1: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units.

Class B UnitsSEC Table II · derivative / convertible securityDirect6,110 Reported balance After 2026-03-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-03-01 · Grant · Acquired 6,110 · Balance 6,110

F2: 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.

F3: 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 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 securityDirect4,032 Reported balance After 2026-03-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-03-01 · Exercise / conversion · Disposed 1,344 · Balance 4,032

F3: 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.

F5: 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 1,344 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.

OP UnitsSEC Table II · derivative / convertible securityDirect1,344 Reported balance After 2026-03-01 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-03-01 · Exercise / conversion · Acquired 1,344 · Balance 1,344

F3: 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.

F5: 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.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units.

F2: 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.

F3: 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 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.

F5: 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 1,344 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
March 01, 2026 Filed Mar 3, 2026 16:31 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 Exercise / conversionOP Units · Derivative 1,344 $0.00 $0.00
Disclosure

SEC source: 0002055208-26-000006 · wk-form4_1772573469.xml · derivative · entry 4

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,344

Underlying: Common Stock · 1,344 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.

F3 · 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-for-one basis, and have no expiration date and are not subject to vesting.

F5 · derivative.exercise_price: 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 · kind: 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.

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-for-one basis, and have no expiration date and are not subject to vesting.

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-for-one basis, and have no expiration date and are not subject to vesting.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 16:31 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 Exercise / conversionClass B Units · Derivative 1,344 $0.00 $0.00
Disclosure

SEC source: 0002055208-26-000006 · wk-form4_1772573469.xml · derivative · entry 3

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,032

Underlying: Common Stock · 1,344 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.

F3 · 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-for-one basis, and have no expiration date and are not subject to vesting.

F5 · derivative.exercise_price: 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 · kind: 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.

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-for-one basis, and have no expiration date and are not subject to vesting.

F6 · derivative.exercise_date: 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 1,344 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.

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-for-one basis, and have no expiration date and are not subject to vesting.

F5 · derivative.expiration_date: 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 · balance_after: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 1,344 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 16:31 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 GrantClass B Units · Derivative 6,110 $0.00 $0.00
Disclosure

SEC source: 0002055208-26-000006 · wk-form4_1772573469.xml · derivative · entry 2

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,110

Underlying: Common Stock · 6,110 shares

Expires not disclosed

F2 · derivative.exercise_price: 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.

F3 · 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-for-one basis, and have no expiration date and are not subject to vesting.

F2 · kind: 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.

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-for-one basis, and have no expiration date and are not subject to vesting.

F4 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

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-for-one basis, and have no expiration date and are not subject to vesting.

F4 · balance_after: 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.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 16:31 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 Tax withholdingCommon Stock 633 $39.28 $24,864.24
Disclosure

SEC source: 0002055208-26-000006 · wk-form4_1772573469.xml · nonDerivative · entry 1

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,218

F1 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units.

Read SEC document
February 04, 2026 Filed Feb 6, 2026 16:31 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 Tax withholdingCommon Stock 168 $37.22 $6,252.96
Disclosure

SEC source: 0002055208-26-000004 · wk-form4_1770413492.xml · nonDerivative · entry 2

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,851

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 16:31 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 GrantCommon Stock 1,018 $0.00 $0.00
Disclosure

SEC source: 0002055208-26-000004 · wk-form4_1770413492.xml · nonDerivative · entry 1

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,019

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 16:31 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 Tax withholdingCommon Stock 314 $35.57 $11,168.98
Disclosure

SEC source: 0002055208-26-000002 · wk-form4_1767648661.xml · nonDerivative · entry 1

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,001

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 16:30 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 GrantClass B Units · Derivative 5,376 $0.00 $0.00
Disclosure

SEC source: 0001476204-25-000041 · wk-form4_1741123837.xml · derivative · entry 2

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,376

Underlying: Common Stock · 5,376 shares

Expires not disclosed

F2 · derivative.exercise_price: 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.

F3 · 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-for-one basis, and have no expiration date and are not subject to vesting.

F2 · kind: 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.

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-for-one basis, and have no expiration date and are not subject to vesting.

F4 · derivative.exercise_date: 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 1,344 units on March 1, 2026, March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.

F2 · derivative.expiration_date: 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.

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-for-one basis, and have no expiration date and are not subject to vesting.

F4 · balance_after: Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 1,344 units on March 1, 2026, March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 16:30 UTC Phillips Edison & Company, Inc. PECO · Entity 3848 Tax withholdingCommon Stock 632 $37.20 $23,510.40
Disclosure

SEC source: 0001476204-25-000041 · wk-form4_1741123837.xml · nonDerivative · entry 1

Schlosser Joseph · CIK 0002055208 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,315

F1 · acquired: Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned restricted stock units.

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.