| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EQR | Common Shares Of Beneficial Interest | Award | $100K | +1.89K | +0.25% | $53.03 | 767K | Feb 28, 2023 | Direct | F1 |
| holding | EQR | Common Shares Of Beneficial Interest | 600 | Feb 28, 2023 | By Spouse, Trustee for Helen Zell Revocable Trust | F2 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 1.21M | Feb 28, 2023 | Samstock, L.L.C. | F3 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 2.73M | Feb 28, 2023 | Samuel Zell Revocable Trust | F4 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 694K | Feb 28, 2023 | SERP Account | F5 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 1.25K | Feb 28, 2023 | SZ JoAnn Trust | F6 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 1.25K | Feb 28, 2023 | SZ Kellie Trust | F7 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 1.25K | Feb 28, 2023 | SZ Matthew Trust | F8 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 154K | Feb 28, 2023 | Zell Family Foundation | F9 |
| Id | Content |
|---|---|
| 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. |