Edison Jeffrey 4

4 · Phillips Edison & Company, Inc. · Filed Nov 14, 2025

Form 4

Period: 2025-11-12

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

OP Units
(indirect: By LLC)
→ Common Stock (1,134,215.303 underlying)
1,134,215.303
OP Units
(indirect: By Trust)
→ Common Stock (330,666.876 underlying)
330,666.876
OP Units
(indirect: By Trust)
→ Common Stock (211,265.707 underlying)
211,265.707
OP Units
(indirect: By Trust)
→ Common Stock (2,150,000 underlying)
2,150,000
OP Units
(indirect: By Trust)
→ Common Stock (1,814,405.871 underlying)
1,814,405.871
OP Units
(indirect: By Trust)
→ Common Stock (431,233.177 underlying)
431,233.177
OP Units
(indirect: By Old 97, Inc)
→ Common Stock (276,927.452 underlying)
276,927.452
OP Units
(indirect: By Trust)
→ Common Stock (60,583.377 underlying)
60,583.377
OP Units
→ Common Stock (8,679.492 underlying)
8,679.492
OP Units
(indirect: By Trust)
→ Common Stock (458,893.389 underlying)
458,893.389

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

1 file