4//SEC Filing
ZELL SAMUEL 4
Accession 0001127602-23-008347
CIK 0000906107other
Filed
Mar 1, 7:00 PM ET
Accepted
Mar 2, 4:15 PM ET
Size
13.7 KB
Accession
0001127602-23-008347
Insider Transaction Report
Form 4
ZELL SAMUEL
DirectorOther
Transactions
- Award
Common Shares Of Beneficial Interest
2023-02-28$53.03/sh+1,885$99,962→ 767,444 total
Holdings
- 1,246(indirect: By Trust)
Common Shares Of Beneficial Interest
- 154,480(indirect: By Foundation)
Common Shares Of Beneficial Interest
- 1,206,968(indirect: Samstock, L.L.C.)
Common Shares Of Beneficial Interest
- 694,344(indirect: SERP Account)
Common Shares Of Beneficial Interest
- 1,246(indirect: By Trust)
Common Shares Of Beneficial Interest
- 1,246(indirect: By Trust)
Common Shares Of Beneficial Interest
- 600(indirect: By Trust)
Common Shares Of Beneficial Interest
- 2,730,294(indirect: By Trust)
Common Shares Of Beneficial Interest
Footnotes (9)
- [F1]Represents shares acquired through Equity Residential's Employee Share Purchase Plan.
- [F2]Shares reported herein are beneficially owned by the Helen Zell Revocable Trust ("HZRT"). Mr. Zell's spouse, Helen Zell, is the trustee of HZRT. Mr. Zell disclaims beneficial ownership of the shares reported as beneficially owned by him except to the extent of any pecuniary interest therein.
- [F3]Shares reported herein are beneficially owned by Samstock, L.L.C. ("Samstock"). The sole member of Samstock is SZ Investments, L.L.C. ("SZ"). The managing member of SZ is Chai Trust Company, LLC ("Chai Trust"). Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
- [F4]Shares reported herein are owned by the Samuel Zell Revocable Trust. Mr. Zell is sole trustee and beneficiary of the Samuel Zell Revocable Trust, and, as such, he may be deemed the beneficial owner of the shares reported herein.
- [F5]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.
- [F6]Shares reported herein are beneficially owned by the SZ JoAnn Trust ("SZJT"), of which Chai Trust Company, LLC ("Chai Trust") is the trustee. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
- [F7]Shares reported herein are beneficially owned by the SZ Kellie Trust ("SZKT"), of which Chai Trust Company, LLC ("Chai Trust") is the trustee. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
- [F8]Shares reported herein are beneficially owned by the SZ Matthew Trust ("SZMT"), of which Chai Trust Company, LLC ("Chai Trust") is the trustee. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
- [F9]Shares reported herein are beneficially owned by the Zell Family Foundation ("Foundation"). Mr. Zell is a director of the Foundation; however, Mr. Zell does not have voting or dispositive power over such shares, or any pecuniary interest therein, and therefore disclaims beneficial ownership of such shares.
Documents
Issuer
EQUITY RESIDENTIAL
CIK 0000906107
Entity typeother
Related Parties
1- filerCIK 0001024193
Filing Metadata
- Form type
- 4
- Filed
- Mar 1, 7:00 PM ET
- Accepted
- Mar 2, 4:15 PM ET
- Size
- 13.7 KB