Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIVMARK RESIDENTIALEQR · Entity 499 | Executive Vice President & CIO | February 05, 2025 | February 07, 2025 |
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.
VIVMARK RESIDENTIAL
Report date February 05, 2025 · Filed February 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 82,509 |
Last balance in matching sequence
After 2025-02-06 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2025-02-05 · Grant · Acquired 20,971 · Balance 94,968 F1: Represents restricted shares scheduled to vest on February 5, 2028. F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Row 2 · 2025-02-06 · Sale · Disposed 5,689 · Balance 89,279 F3: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Row 3 · 2025-02-06 · Sale · Disposed 6,770 · Balance 82,509 F3: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Indirect401(k) Plan | 3,487 |
Reported balance
Holding disclosure · report date 2025-02-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,487 F4: 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 17, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares scheduled to vest on February 5, 2028.
F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future.
F3: Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares.
F4: 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 17, 2025.
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 |
|---|---|---|---|---|---|---|
| June 09, 2015 Filed Apr 25, 2018 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | PurchaseCommon Shares Of Beneficial Interest | 128 | $70.97 | $9,084.30 |
DisclosureSEC source: 0001127602-18-015244 · form5.xml · nonDerivative · entry 4 Brackenridge Alexander · CIK 0001633662 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,971 F1 · kind: All or a portion of the shares reported in these transactions may have been matchable to other transactions that occurred within a six-month period under Section 16(b) of the Securities Exchange Act of 1934. The reporting person has disgorged $8,282.91 to the issuer, the maximum amount of the profit realized in connection with any short-swing transactions, notwithstanding whether such disgorgement would actually be required by law. F2 · kind: The shares reported in these transactions are held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. The transactions occurred in the sole discretion of the third-party investment advisor without direction from the reporting person or his spouse. F3 · balance_after: Includes 132 shares held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims ownership except to the extent of his pecuniary interest therein. Read SEC document |
| March 27, 2015 Filed Apr 25, 2018 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 151 | $78.41 | $11,839.91 |
DisclosureSEC source: 0001127602-18-015244 · form5.xml · nonDerivative · entry 3 Brackenridge Alexander · CIK 0001633662 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,971 F1 · kind: All or a portion of the shares reported in these transactions may have been matchable to other transactions that occurred within a six-month period under Section 16(b) of the Securities Exchange Act of 1934. The reporting person has disgorged $8,282.91 to the issuer, the maximum amount of the profit realized in connection with any short-swing transactions, notwithstanding whether such disgorgement would actually be required by law. F2 · kind: The shares reported in these transactions are held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. The transactions occurred in the sole discretion of the third-party investment advisor without direction from the reporting person or his spouse. F3 · balance_after: Includes 132 shares held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims ownership except to the extent of his pecuniary interest therein. Read SEC document |
| March 18, 2015 Filed Apr 25, 2018 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | PurchaseCommon Shares Of Beneficial Interest | 42 | $80.18 | $3,367.56 |
DisclosureSEC source: 0001127602-18-015244 · form5.xml · nonDerivative · entry 2 Brackenridge Alexander · CIK 0001633662 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,971 F1 · kind: All or a portion of the shares reported in these transactions may have been matchable to other transactions that occurred within a six-month period under Section 16(b) of the Securities Exchange Act of 1934. The reporting person has disgorged $8,282.91 to the issuer, the maximum amount of the profit realized in connection with any short-swing transactions, notwithstanding whether such disgorgement would actually be required by law. F2 · kind: The shares reported in these transactions are held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. The transactions occurred in the sole discretion of the third-party investment advisor without direction from the reporting person or his spouse. F3 · balance_after: Includes 132 shares held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims ownership except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2015 Filed Apr 25, 2018 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 143 | $78.42 | $11,214.10 |
DisclosureSEC source: 0001127602-18-015244 · form5.xml · nonDerivative · entry 1 Brackenridge Alexander · CIK 0001633662 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,971 F1 · kind: All or a portion of the shares reported in these transactions may have been matchable to other transactions that occurred within a six-month period under Section 16(b) of the Securities Exchange Act of 1934. The reporting person has disgorged $8,282.91 to the issuer, the maximum amount of the profit realized in connection with any short-swing transactions, notwithstanding whether such disgorgement would actually be required by law. F2 · kind: The shares reported in these transactions are held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. The transactions occurred in the sole discretion of the third-party investment advisor without direction from the reporting person or his spouse. F3 · balance_after: Includes 132 shares held jointly with the reporting person's spouse in a separately managed account with a third-party investment advisory firm of which the reporting person disclaims ownership except to the extent of his pecuniary interest therein. 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.