| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | PECO | Common Stock | Award | $0 | +27.3K | +12.77% | $0.00 | 241K | Aug 4, 2023 | Direct | F1 |
| transaction | PECO | Common Stock | Tax liability | -$220K | -6.19K | -2.57% | $35.53 | 235K | Aug 4, 2023 | Direct | F2 |
| holding | PECO | Common Stock | 77.4K | Aug 4, 2023 | By PELP | F3, F4 | |||||
| holding | PECO | Common Stock | 33.3K | Aug 4, 2023 | By Father's Trust | F3 | |||||
| holding | PECO | Common Stock | 12.1K | Aug 4, 2023 | By Edison Properties LLC | F3 | |||||
| holding | PECO | Common Stock | 11.1K | Aug 4, 2023 | By Jeffrey Edison Trust | F3 | |||||
| holding | PECO | Common Stock | 11.1K | Aug 4, 2023 | By Brother's Trust | F3 | |||||
| holding | PECO | Common Stock | 11.1K | Aug 4, 2023 | By Sister in Law's Trust | F3 |
| Id | Content |
|---|---|
| F1 | Represents shares of Common Stock earned based upon the Issuer's achievement of the NAV Modifier performance metrics under the 2020-2022 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on December 31, 2023, subject to continued service with the Company. |
| F2 | Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2020-2022 Performance-Based LTIP Units. |
| 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. |
| F4 | Phillips Edison Limited Partnership ("PELP") is a Delaware limited partnership. Mr. Edison is the manager of the general partner of PELP. |