Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUN COMMUNITIES INCSUI · Entity 3348 | EVP, CFO, & Treasurer | September 08, 2026 | September 09, 2026 |
| VIVMARK RESIDENTIALEQR · Entity 499 | EVP & Chief Investment Officer | February 09, 2026 | February 11, 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.
SUN COMMUNITIES INC
Report date September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 6,374 |
Reported balance
After 2026-09-08 transaction · row 1
1 source rowRow 1 · 2026-09-08 · Grant · Acquired 6,374 · Balance 6,374 F1: Restricted stock. 6,374 of the shares are subject to time vesting: 2,125 of these time vesting shares vest on each of September 8, 2027 and 2028; and 2,124 on September 8, 2029. |
| PERFORMANCE RIGHTSEC Table II · derivative / convertible security | Direct | 16,255 |
Reported balance
After 2026-09-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-08 · Grant · Acquired 16,255 · Balance 16,255 F2: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock. 6,374 of the shares are subject to time vesting: 2,125 of these time vesting shares vest on each of September 8, 2027 and 2028; and 2,124 on September 8, 2029.
F2: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited.
VIVMARK RESIDENTIAL
Report date February 09, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 18,740 |
Reported balance
After 2026-02-10 transaction · row 1
1 source rowRow 1 · 2026-02-10 · Sale · Disposed 3,637 · Balance 18,740 F1: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. |
| Restricted UnitsSEC Table II · derivative / convertible security · Expires 2036-02-09 | Direct | 23,065 |
Reported balance
After 2026-02-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-09 · Grant · Acquired 23,065 · Balance 23,065 F4: On February 9, 2026, the reporting person received a grant of Series 2026B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. F5: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F6: The Restricted Units are scheduled to vest on February 9, 2029. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Indirect401(k) Plan | 169 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 169 F2: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through January 16, 2026. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 9,848 |
Reported balance
Holding disclosure · report date 2026-02-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,848 F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares.
F2: Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through January 16, 2026.
F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares.
F4: On February 9, 2026, the reporting person received a grant of Series 2026B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation.
F5: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert.
F6: The Restricted Units are scheduled to vest on February 9, 2029.
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 |
|---|---|---|---|---|---|---|
| September 08, 2026 Filed Sep 9, 2026 19:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantPERFORMANCE RIGHT · Derivative | 16,255 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-26-000252 · wk-form4_1788981308.xml · derivative · entry 2 Garechana Robert · CIK 0001750568 · EVP, CFO, & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,255 Underlying: COMMON STOCK, $0.01 PAR VALUE · 16,255 shares Expires not disclosed F2 · derivative.exercise_price: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited. F2 · derivative.exercise_date: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited. F2 · derivative.expiration_date: Each performance right represents a contingent right to receive one share of common stock of Sun Communities, Inc (the "Company"). The target number of shares of common stock is set forth in columns 5 and 7 of Table II. Between 0% and 200% of the target number will be earned based on the achievement of performance criteria related to the Company's total shareholder return relative to industry indices and to certain of the Company's financial results over a three-year performance period. Any shares that do not vest at the end of the performance period will be forfeited. Read SEC document |
| September 08, 2026 Filed Sep 9, 2026 19:15 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 6,374 | $117.65 | $749,901.10 |
DisclosureSEC source: 0000912593-26-000252 · wk-form4_1788981308.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP, CFO, & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,374 F1 · shares: Restricted stock. 6,374 of the shares are subject to time vesting: 2,125 of these time vesting shares vest on each of September 8, 2027 and 2028; and 2,124 on September 8, 2029. Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 21:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 3,637 | $65.13 | $236,877.81 |
DisclosureSEC source: 0000906107-26-000008 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,740 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 23,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000008 · form4.xml · derivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,065 Underlying: Common Shares Of Beneficial Interest · 23,065 shares Expires 2036-02-09 F4 · security: On February 9, 2026, the reporting person received a grant of Series 2026B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. F5 · derivative.exercise_price: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F6 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 9, 2029. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 11,471 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000003 · form4.xml · derivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,471 Underlying: Common Shares Of Beneficial Interest · 11,471 shares Expires 2033-01-01 F5 · security: Represents restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), retained in connection with the settlement of an award under the Company's 2023 Long-Term Incentive Plan. F6 · derivative.exercise_price: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F7 · derivative.exercise_date: The RUs are scheduled to vest on February 9, 2026. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 11,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000003 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,132 F1 · shares: Represents restricted shares of Equity Residential (the "Company") issued in connection with the settlement of an award under the Company's 2023 Long-Term Incentive Plan which are scheduled to vest on February 9, 2026. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| March 17, 2025 Filed Mar 26, 2025 20:10 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | PurchaseCommon Shares Of Beneficial Interest | 4 | $69.81 | $279.24 |
DisclosureSEC source: 0001127602-25-010473 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,112 Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,601 | $72.06 | $187,428.06 |
DisclosureSEC source: 0001127602-25-003581 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,108 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 1,693 | $72.06 | $121,997.58 |
DisclosureSEC source: 0001127602-25-003581 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,709 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 15,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003581 · form4.xml · derivative · entry 6 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,891 Underlying: Common Shares Of Beneficial Interest · 15,891 shares Expires 2035-02-05 F5 · security: On February 5, 2025, the reporting person received a grant of Series 2025B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. F6 · derivative.exercise_price: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F7 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 5, 2028. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 27,199 | $0.00 Strike: $71.93 | $0.00 |
DisclosureSEC source: 0001127602-25-003581 · form4.xml · derivative · entry 5 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,199 Underlying: Common Shares Of Beneficial Interest · 27,199 shares Expires 2035-02-05 F4 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 5, 2026, February 5, 2027 and February 5, 2028. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 21:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 11,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001738 · form4.xml · derivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,915 Underlying: Common Shares Of Beneficial Interest · 11,915 shares Expires 2032-01-01 F5 · security: Represents restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), retained in connection with the settlement of an award under the Company's 2022 Long-Term Incentive Plan. F6 · derivative.exercise_price: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F7 · derivative.exercise_date: The RUs are scheduled to vest on February 5, 2025. Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 21:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001738 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,402 F1 · shares: Represents restricted shares of Equity Residential (the "Company") issued in connection with the settlement of an award under the Company's 2022 Long-Term Incentive Plan which are scheduled to vest on February 5, 2025. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 24, 2024 Filed Jun 26, 2024 20:07 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 6,357 | $69.08 | $439,141.56 |
DisclosureSEC source: 0001127602-24-019284 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,576 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:13 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 876 | $57.80 | $50,632.80 |
DisclosureSEC source: 0001127602-24-005201 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,933 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 30,353 | $0.00 Strike: $60.96 | $0.00 |
DisclosureSEC source: 0001127602-24-003368 · form4.xml · derivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,353 Underlying: Common Shares Of Beneficial Interest · 30,353 shares Expires 2034-02-01 F4 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 1, 2025, February 1, 2026 and February 1, 2027. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 17,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003368 · form4.xml · derivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,419 Underlying: Common Shares Of Beneficial Interest · 17,419 shares Expires 2034-02-01 F1 · security: On February 1, 2024, the reporting person received a grant of Series 2024B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. F2 · derivative.exercise_price: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F3 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 1, 2027. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 21:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 9,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001911 · form4.xml · derivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,883 Underlying: Common Shares Of Beneficial Interest · 9,883 shares Expires 2031-01-01 F5 · security: Represents restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), retained in connection with the settlement of an award under the Company's 2021 Long-Term Incentive Plan. F6 · derivative.exercise_price: RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Such target has been reached and these RUs have converted to OP Units. Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. F7 · derivative.exercise_date: The RUs are scheduled to vest on February 1, 2024. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 21:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001911 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,001 F1 · shares: Represents restricted shares of Equity Residential (the "Company") issued in connection with the settlement of an award under the Company's 2021 Long-Term Incentive Plan which are scheduled to vest on February 1, 2024. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:10 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 16,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005932 · form4.xml · derivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,038 Underlying: Common Shares Of Beneficial Interest · 16,038 shares Expires 2033-02-15 F2 · security: On February 15, 2023, the reporting person received a grant of Series 2023B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F2 · derivative.exercise_price: On February 15, 2023, the reporting person received a grant of Series 2023B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. F3 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 15, 2026. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:10 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 26,639 | $0.00 Strike: $66.59 | $0.00 |
DisclosureSEC source: 0001127602-23-005932 · form4.xml · derivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,639 Underlying: Common Shares Of Beneficial Interest · 26,639 shares Expires 2033-02-15 F1 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 15, 2024, February 15, 2025 and February 15, 2026. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 21:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,519 | $66.28 | $166,959.32 |
DisclosureSEC source: 0001127602-23-005536 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,809 F1 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 21:29 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 1,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002188 · form4.xml · derivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,172 Underlying: Common Shares Of Beneficial Interest · 1,172 shares Expires 2030-01-01 F5 · derivative.exercise_price: Represents restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), retained in connection with the settlement of an award under the Company's 2020 Long-Term Incentive Plan. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Such target has been reached and these Restricted Units have converted to OP Units. Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. F6 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 13, 2023. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 21:29 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002188 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,359 F1 · shares: Represents restricted shares of Equity Residential (the "Company") issued in connection with the settlement of an award under the Company's 2020 Long-Term Incentive Plan which are scheduled to vest on February 13, 2023. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 10,895 | $0.00 Strike: $67.48 | $0.00 |
DisclosureSEC source: 0001127602-22-021183 · form4.xml · derivative · entry 8 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,792 Underlying: Common Shares Of Beneficial Interest · 10,895 shares Expires 2031-02-12 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. F5 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 12, 2022, February 12, 2023 and February 12, 2024. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $72.02 | $0.00 |
DisclosureSEC source: 0001127602-22-021183 · form4.xml · derivative · entry 7 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,542 Underlying: Common Shares Of Beneficial Interest · 6,000 shares Expires 2029-02-01 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 · derivative.exercise_date: Represents share options that vested in approximately three equal installments on February 1, 2020, February 1, 2021 and February 1, 2022. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 10,895 | $80.00 | $871,600.00 |
DisclosureSEC source: 0001127602-22-021183 · form4.xml · nonDerivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,236 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 10,895 | $67.48 | $735,194.60 |
DisclosureSEC source: 0001127602-22-021183 · form4.xml · nonDerivative · entry 3 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,131 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 6,000 | $80.00 | $480,000.00 |
DisclosureSEC source: 0001127602-22-021183 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,236 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:14 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 6,000 | $72.02 | $432,120.00 |
DisclosureSEC source: 0001127602-22-021183 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,236 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 21:43 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,770 | $90.13 | $249,660.10 |
DisclosureSEC source: 0001127602-22-003564 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,236 F3 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:43 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 6,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003564 · form4.xml · derivative · entry 5 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,114 Underlying: Common Shares Of Beneficial Interest · 6,114 shares Expires 2032-02-03 F6 · security: On February 3, 2022, the reporting person received a grant of Series 2022B restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F6 · derivative.exercise_price: On February 3, 2022, the reporting person received a grant of Series 2022B restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F7 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 3, 2025. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:43 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 5,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003564 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,006 F1 · shares: Represents restricted shares scheduled to vest on February 3, 2025. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 21:32 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 1,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002050 · form4.xml · derivative · entry 3 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697 Underlying: Common Shares Of Beneficial Interest · 1,697 shares Expires 2029-01-01 F4 · derivative.exercise_price: Represents restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), retained in connection with the settlement of an award under the Company's 2019 Long-Term Incentive Plan. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Such target has been reached and these Restricted Units have converted to OP Units. Subject to the vesting requirements of the grant and certain other conditions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or cash value of such shares, at the Company's option. F5 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 3, 2022. Read SEC document |
| January 21, 2022 Filed Jan 25, 2022 21:32 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 4,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002050 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,994 F1 · shares: Represents restricted shares of Equity Residential (the "Company") issued in connection with the settlement of an award under the Company's 2019 Long-Term Incentive Plan which are scheduled to vest on February 3, 2022. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 9,146 | $0.00 Strike: $60.33 | $0.00 |
DisclosureSEC source: 0001127602-21-028270 · form4.xml · derivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 9,146 shares Expires 2028-02-01 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_date: Represents share options which vested in approximately three equal installments on February 1, 2019, February 1, 2020 and February 1, 2021. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 9,146 | $86.21 | $788,476.66 |
DisclosureSEC source: 0001127602-21-028270 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,076 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 9,146 | $60.33 | $551,778.18 |
DisclosureSEC source: 0001127602-21-028270 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,222 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| May 10, 2021 Filed May 12, 2021 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 3,000 | $75.00 | $225,000.00 |
DisclosureSEC source: 0001127602-21-016392 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,076 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:28 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 873 | $67.11 | $58,587.03 |
DisclosureSEC source: 0001127602-21-006183 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,076 F3 · shares: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:28 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantRestricted Units · Derivative | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006183 · form4.xml · derivative · entry 5 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,020 Underlying: Common Shares Of Beneficial Interest · 2,020 shares Expires 2031-02-12 F6 · security: On February 12, 2021, the reporting person received a grant of Series 2021B restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F6 · derivative.exercise_price: On February 12, 2021, the reporting person received a grant of Series 2021B restricted limited partnership interests ("Restricted Units") in ERP Operating Limited Partnership (the "Operating Partnership"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. Restricted Units are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the Operating Partnership ("OP Units") when the capital account related to the Restricted Units reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The Restricted Units reflected in this report also include any OP Units into which such Restricted Units automatically convert. F7 · derivative.exercise_date: The Restricted Units are scheduled to vest on February 12, 2024. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:28 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 32,687 | $0.00 Strike: $67.48 | $0.00 |
DisclosureSEC source: 0001127602-21-006183 · form4.xml · derivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,687 Underlying: Common Shares Of Beneficial Interest · 32,687 shares Expires 2031-02-12 F5 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 12, 2022, February 12, 2023 and February 12, 2024. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:28 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-006183 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,949 F1 · shares: Represents restricted shares scheduled to vest on February 12, 2024. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:09 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 392 | $63.84 | $25,025.28 |
DisclosureSEC source: 0001127602-20-009110 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,022 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 9,419 | $0.00 Strike: $60.76 | $0.00 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · derivative · entry 10 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 9,419 shares Expires 2027-02-02 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. F7 · derivative.exercise_date: Represents share options which vested in approximately three equal installments on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,128 | $0.00 Strike: $48.13 | $0.00 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · derivative · entry 9 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 2,128 shares Expires 2024-02-06 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. F6 · derivative.exercise_date: Represents share options which vested in approximately three equal installments on February 6, 2015, February 6, 2016 and February 6, 2017. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,032 | $0.00 Strike: $48.06 | $0.00 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · derivative · entry 8 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 3,032 shares Expires 2023-03-14 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. F5 · derivative.exercise_date: Represents share options which vested in approximately three equal installments on March 14, 2014, March 14, 2015 and March 14, 2016. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 9,419 | $85.17 | $802,216.23 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · nonDerivative · entry 6 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,630 F3 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $85.14 to $85.22. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 9,419 | $60.76 | $572,298.44 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · nonDerivative · entry 5 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,049 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,128 | $85.23 | $181,369.44 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · nonDerivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,630 F2 · price: The price represents the weighted average price of the shares sold. The shares were sold within a range of $85.23 to $85.24. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. 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.