Home/Filings/5/0001140361-23-000811
5//SEC Filing

ZELL SAMUEL 5

Accession 0001140361-23-000811

CIK 0000895417other

Filed

Jan 5, 7:00 PM ET

Accepted

Jan 6, 4:30 PM ET

Size

16.4 KB

Accession

0001140361-23-000811

Insider Transaction Report

Form 5
Period: 2022-12-31
ZELL SAMUEL
DirectorChairman of the Board10% Owner
Transactions
  • Gift

    Common Stock, par value $.01

    2022-12-08121,00023,095 total(indirect: By Trust)
  • Gift

    Common Stock, par value $.01

    2022-12-08121,00023,095 total(indirect: By Trust)
  • Gift

    Common Stock, par value $.01

    2022-12-08121,00023,095 total(indirect: By Trust)
Holdings
  • Common Stock, par value $.01

    85,425
  • Common Stock, par value $.01

    (indirect: By Trust)
    30,879
  • Common Stock, par value $.01

    (indirect: By Samstock/SZRT, L.L.C.)
    1,200,544
  • Common Stock, par value $.01

    (indirect: By Samstock, L.L.C.)
    1,356,384
  • Common Stock, par value $.01

    (indirect: By Trust)
    4,924,017
  • Common Stock, par value $.01

    (indirect: By Samstock/Alpha, L.L.C.)
    35,548
  • Common Stock, par value $.01

    (indirect: By KMJZ Investments, L.L.C.)
    1,610,666
  • Common Stock, par value $.01

    (indirect: By Spouse)
    56,000
Footnotes (8)
  • [F1]ZFT Kellie Trust, ZFT Matthew Trust, ZFT JoAnn Trust and ZFT Grandchildren Trust (collectively, the "ZFT Trusts") are trusts established for the benefit of Mr. Zell and members of his family (the "Zell Family"). The trustee of each of the ZFT Trusts is Chai Trust Company, L.L.C., an Illinois limited liability company ("Chai Trust"). Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares.
  • [F2]Samstock, L.L.C. is a Delaware limited liability company ("Samstock") whose sole member is SZ Investments, L.L.C., a Delaware limited liability company ("SZ"). The managing member of SZ is Chai Trust. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares.
  • [F3]Mr. Zell disclaims beneficial ownership of the reported securities except to the extent, if any, of its or his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Zell is the beneficial owner of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, (the "Exchange Act") or for any other purpose.
  • [F4]These shares of Common Stock are beneficially owned by Samuel Zell Revocable Trust ("Zell Trust"), the trustee of which is Mr. Zell.
  • [F5]Samstock/Alpha, L.L.C. is a Delaware limited liability company ("Samstock/Alpha") whose sole member is Alphabet Partners, an Illinois partnership. Alphabet Partners is owned by various trusts established for the benefit of the Zell Family. The trustee of such trusts is Chai Trust. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares.
  • [F6]Samstock/SZRT, L.L.C. is a Delaware limited liability company whose sole member is Zell Trust. Mr. Zell is the sole trustee and beneficiary of Zell Trust.
  • [F7]KMJZ Investments, L.L.C., a Delaware limited liability company, ("KMJZ Investments") is owned by various trusts established for the benefit of the Zell Family. The trustee of such trusts is Chai Trust. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares.
  • [F8]These shares of Common Stock are owned by the Helen Zell Revocable Trust ("HZRT"). Mr. Zell's spouse, Helen Zell, is the trustee of HZRT.

Documents

1 file

Issuer

EQUITY LIFESTYLE PROPERTIES INC

CIK 0000895417

Entity typeother

Related Parties

1
  • filerCIK 0001024193

Filing Metadata

Form type
5
Filed
Jan 5, 7:00 PM ET
Accepted
Jan 6, 4:30 PM ET
Size
16.4 KB