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 |
|---|---|---|---|---|---|---|
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 2,128 | $48.13 | $102,420.64 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · nonDerivative · entry 3 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,758 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 | 3,032 | $85.23 | $258,417.36 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,630 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 | 3,032 | $48.06 | $145,717.92 |
DisclosureSEC source: 0001127602-20-006032 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,662 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, 2020 Filed Feb 6, 2020 21:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 845 | $83.40 | $70,473.00 |
DisclosureSEC source: 0001127602-20-004004 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,630 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 31, 2020 Filed Feb 4, 2020 21:17 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 17,520 | $0.00 Strike: $83.08 | $0.00 |
DisclosureSEC source: 0001127602-20-003502 · form4.xml · derivative · entry 3 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,520 Underlying: Common Shares Of Beneficial Interest · 17,520 shares Expires 2030-01-31 F4 · derivative.exercise_date: Represents share options scheduled to vest in three equal installments on January 31, 2021, January 31, 2022 and January 31, 2023. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:17 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 6,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003502 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,475 F1 · shares: Represents restricted shares scheduled to vest on January 31, 2023. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:46 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 46 | $72.91 | $3,353.86 |
DisclosureSEC source: 0001127602-19-033041 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,872 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 |
| August 23, 2019 Filed Aug 26, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,265 | $0.00 Strike: $64.99 | $0.00 |
DisclosureSEC source: 0001127602-19-027400 · form4.xml · derivative · entry 7 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,614 Underlying: Common Shares Of Beneficial Interest · 2,265 shares Expires 2026-02-04 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 which vested in approximately three equal installments on February 4, 2017, February 4, 2018 and February 4, 2019. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,735 | $0.00 Strike: $68.40 | $0.00 |
DisclosureSEC source: 0001127602-19-027400 · form4.xml · derivative · entry 6 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 · 2,735 shares Expires 2025-02-05 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 5, 2016, February 5, 2017 and February 5, 2018. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,265 | $83.56 | $189,263.40 |
DisclosureSEC source: 0001127602-19-027400 · form4.xml · nonDerivative · entry 4 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,825 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 2,265 | $64.99 | $147,202.35 |
DisclosureSEC source: 0001127602-19-027400 · form4.xml · nonDerivative · entry 3 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,090 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, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,735 | $83.54 | $228,481.90 |
DisclosureSEC source: 0001127602-19-027400 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,825 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 2,735 | $68.40 | $187,074.00 |
DisclosureSEC source: 0001127602-19-027400 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,560 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, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:23 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 60 | $66.30 | $3,978.00 |
DisclosureSEC source: 0001127602-19-026869 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,825 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, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,974 | $0.00 Strike: $46.72 | $0.00 |
DisclosureSEC source: 0001127602-19-022660 · 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 · 4,974 shares Expires 2023-02-07 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 three equal installments on February 7, 2014, February 7, 2015 and February 7, 2016. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 4,974 | $79.00 | $392,946.00 |
DisclosureSEC source: 0001127602-19-022660 · form4.xml · nonDerivative · entry 2 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,764 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 20:27 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 4,974 | $46.72 | $232,385.28 |
DisclosureSEC source: 0001127602-19-022660 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,738 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 14, 2019 Filed May 16, 2019 20:31 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 45 | $63.89 | $2,875.05 |
DisclosureSEC source: 0001127602-19-018741 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,764 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, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:43 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 26 | $59.56 | $1,548.56 |
DisclosureSEC source: 0001127602-19-009460 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,719 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, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 687 | $72.21 | $49,609.78 |
DisclosureSEC source: 0001127602-19-004563 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,224 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, 2019 Filed Feb 5, 2019 21:44 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 16,724 | $0.00 Strike: $72.02 | $0.00 |
DisclosureSEC source: 0001127602-19-004106 · form4.xml · derivative · entry 3 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,724 Underlying: Common Shares Of Beneficial Interest · 16,724 shares Expires 2029-02-01 F4 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 1, 2020, February 1, 2021 and February 1, 2022. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 21:44 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 5,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004106 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,911 F1 · shares: Represents restricted shares scheduled to vest on February 1, 2022. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| February 01, 2019 Filed Feb 21, 2019 21:52 UTC Amendment | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 12,542 | $0.00 Strike: $72.02 | $0.00 |
DisclosureSEC source: 0001127602-19-007543 · form4a.xml · derivative · entry 3 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,542 Underlying: Common Shares Of Beneficial Interest · 12,542 shares Expires 2029-02-01 F4 · shares: The original Form 4 filed on February 5, 2019 for this grant listed 16,724 share options. F5 · derivative.exercise_date: Represents share options scheduled to vest in approximately three equal installments on February 1, 2020, February 1, 2021 and February 1, 2022. Read SEC document |
| February 01, 2019 Filed Feb 21, 2019 21:52 UTC Amendment | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 6,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007543 · form4a.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,379 F1 · shares: Represents restricted shares scheduled to vest on February 1, 2022. The original Form 4 filed on February 5, 2019 for this grant listed 5,611 shares acquired. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future, which includes restricted shares that the reporting person has elected to defer to the Equity Residential Supplemental Executive Retirement Plan. Read SEC document |
| November 14, 2018 Filed Nov 19, 2018 22:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 18 | $57.09 | $1,027.62 |
DisclosureSEC source: 0001127602-18-033788 · form4.xml · nonDerivative · entry 1 Garechana Robert · CIK 0001750568 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.