Edison Jeffrey 4

Accession 0001548377-25-000004

CIK 0001476204other

View on SEC.gov Company Profile

Filed

Sep 3, 8:00 PM ET

Accepted

Sep 4, 4:11 PM ET

Size

29.1 KB

Accession

0001548377-25-000004

Insider Transaction Report

Form 4

Period: 2025-09-02

Phillips Edison & Company, Inc.PECO

Edison Jeffrey

DirectorChairman and CEO

Transactions

Gift
OP Units
2025-09-02+1,999,800→ 1,999,800 total(indirect: By Trust)
→ Common Stock (1,999,800 underlying)
Exercise/Conversion
OP Units
2025-09-02+3,556.207→ 2,008,479.492 total
→ Common Stock (3,556.207 underlying)
Exercise/Conversion
Class C Units
2025-09-02−3,556.207→ 3,556.207 total
→ Common Stock (3,556.207 underlying)
Gift
OP Units
2025-09-02+20,200→ 2,020,000 total(indirect: By Trust)
→ Common Stock (20,200 underlying)
Gift
OP Units
2025-09-02−1,999,800→ 8,679.492 total
→ Common Stock (1,999,800 underlying)
Gift
OP Units
2025-09-02−20,200→ 458,893.389 total(indirect: By Trust)
→ Common Stock (20,200 underlying)

Holdings

OP Units
(indirect: By Trust)
→ Common Stock (1,814,405.871 underlying)
1,814,405.871
OP Units
(indirect: By LLC)
→ Common Stock (1,134,215.303 underlying)
1,134,215.303
OP Units
(indirect: By Trust)
→ Common Stock (431,233.177 underlying)
431,233.177
OP Units
(indirect: By Trust)
→ Common Stock (2,150,000 underlying)
2,150,000
OP Units
(indirect: By Trust)
→ Common Stock (211,265.707 underlying)
211,265.707
OP Units
(indirect: By Trust)
→ Common Stock (60,583.377 underlying)
60,583.377
OP Units
(indirect: By Trust)
→ Common Stock (330,666.876 underlying)
330,666.876
OP Units
(indirect: By Old 97, Inc)
→ Common Stock (276,927.452 underlying)
276,927.452

Footnotes (4)

[F1]Limited partnership interests ("OP Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP") are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting.
[F2]Reflects the conversion of Class C Units of limited partnership interests ("Class C Units") in PECO OP to OP Units. Class C Units are issued as long-term incentive compensation pursuant to the Issuer's equity based compensatory programs. Class C Units convert to OP Units on a one-for-one basis as a result of the satisfaction of any applicable vesting conditions and the achievement of full parity between the Class C Units and OP Units, based upon capital account balance per unit and the applicable terms of PECOs OP's partnership agreement. The Class C Units have no expiration date.
[F3]Represents 3,556.207 unvested, earned Class C Units issued in lieu of cash dividends accrued on the earned 2022-2024 Performance-Based LTIP Units. The unvested Class C units will vest in full on December 31, 2025, subject to continued service with the Company.
[F4]Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.

Documents

1 file

4
wk-form4_1757016694.xmlPrimary
FORM 4

Issuer

Phillips Edison & Company, Inc.

CIK 0001476204

→

Entity typeother

Related Parties

filerCIK 0001548377

Filing Metadata

Form type: 4
Filed: Sep 3, 8:00 PM ET
Accepted: Sep 4, 4:11 PM ET
Size: 29.1 KB

View on SEC.gov