4//SEC Filing
Edison Jeffrey 4
Accession 0001548377-25-000006
CIK 0001476204other
Filed
Nov 13, 7:00 PM ET
Accepted
Nov 14, 4:26 PM ET
Size
22.9 KB
Accession
0001548377-25-000006
Insider Transaction Report
Form 4
Edison Jeffrey
DirectorChairman and CEO
Transactions
- Other
OP Units
2025-11-12+1,999,800→ 2,020,000 total(indirect: By Trust)→ Common Stock (1,999,800 underlying) - Other
OP Units
2025-11-12−1,999,800→ 2,020,000 total(indirect: By Trust)→ Common Stock (1,999,800 underlying)
Holdings
- 1,134,215.303(indirect: By LLC)
OP Units
→ Common Stock (1,134,215.303 underlying) - 330,666.876(indirect: By Trust)
OP Units
→ Common Stock (330,666.876 underlying) - 211,265.707(indirect: By Trust)
OP Units
→ Common Stock (211,265.707 underlying) - 2,150,000(indirect: By Trust)
OP Units
→ Common Stock (2,150,000 underlying) - 1,814,405.871(indirect: By Trust)
OP Units
→ Common Stock (1,814,405.871 underlying) - 431,233.177(indirect: By Trust)
OP Units
→ Common Stock (431,233.177 underlying) - 276,927.452(indirect: By Old 97, Inc)
OP Units
→ Common Stock (276,927.452 underlying) - 60,583.377(indirect: By Trust)
OP Units
→ Common Stock (60,583.377 underlying) - 8,679.492
OP Units
→ Common Stock (8,679.492 underlying) - 458,893.389(indirect: By Trust)
OP Units
→ Common Stock (458,893.389 underlying)
Footnotes (3)
- [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 transfer by Mr. Edison of the non-voting units in Junebug Trust I, LLC, representing 1,999,800 shares held by Junebug Trust I, LLC, to the Jeffrey Edison Family Trust, in exchange for a promissory note of equal value to the transferred non-voting units, for estate planning purposes. Junebug Trust I, LLC continues to own the shares and Mr. Edison continues to control Junebug Trust I, LLC.
- [F3]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
Issuer
Phillips Edison & Company, Inc.
CIK 0001476204
Entity typeother
Related Parties
1- filerCIK 0001548377
Filing Metadata
- Form type
- 4
- Filed
- Nov 13, 7:00 PM ET
- Accepted
- Nov 14, 4:26 PM ET
- Size
- 22.9 KB