Jeffrey Edison - 01 Mar 2026 Form 4 Insider Report for Phillips Edison & Company, Inc. (PECO)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
03 Mar 2026, 16:30:51 UTC
Prior SEC filing
06 Feb 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jennifer Robison, Attorney-in-Fact

Key filing fact

Jeffrey Edison filed Form 4 for Phillips Edison & Company, Inc. (PECO) on 03 Mar 2026.

Key facts

  • This page summarizes Jeffrey Edison's Form 4 filing for Phillips Edison & Company, Inc. (PECO).
  • 8 reported transactions and 18 derivative rows are listed below.
  • Accepted by SEC: 03 Mar 2026, 16:30.

Change

  • Previous filing in this sequence was filed on 06 Feb 2026.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001548377 Primary reporting owner

Edison Jeffrey

Relationship
Chairman and CEO, Director
Address
11501 NORTHLAKE DRIVE, CINCINNATI
Signature
/s/ Jennifer Robison, Attorney-in-Fact
Signature date
03 Mar 2026

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

PECO transaction Derivative

Class B Units

Award

Transaction value
$0
Shares
+45,570
Change %
Price
$0.000000
Shares after
45,570
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
45,570
Exercise price
Footnotes
F1, F2, F3
PECO transaction Derivative

Class B Units

Options Exercise

Transaction value
$0
Shares
-9,135
Change %
-100%
Price
$0.000000
Shares after
0
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
9,135
Exercise price
Footnotes
F2, F4
PECO transaction Derivative

Class B Units

Options Exercise

Transaction value
$0
Shares
-9,003
Change %
-50%
Price
$0.000000
Shares after
9,003
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
9,003
Exercise price
Footnotes
F2, F4, F5
PECO transaction Derivative

Class B Units

Options Exercise

Transaction value
$0
Shares
-10,782
Change %
-33%
Price
$0.000000
Shares after
21,564
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
10,782
Exercise price
Footnotes
F2, F4, F6
PECO transaction Derivative

Class B Units

Options Exercise

Transaction value
$0
Shares
-10,752
Change %
-25%
Price
$0.000000
Shares after
32,259
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
10,752
Exercise price
Footnotes
F2, F4, F7
PECO transaction Derivative

OP Units

Options Exercise

Transaction value
$0
Shares
+39,672
Change %
+44%
Price
$0.000000
Shares after
129,227
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
39,672
Exercise price
Footnotes
F2, F4
PECO transaction Derivative

Class B Units

Options Exercise

Transaction value
$0
Shares
-4,481
Change %
-100%
Price
$0.000000
Shares after
0
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,481
Exercise price
Footnotes
F2, F8
PECO transaction Derivative

OP Units

Options Exercise

Transaction value
$0
Shares
+4,481
Change %
+3.5%
Price
$0.000000
Shares after
133,707
Date
01 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,481
Exercise price
Footnotes
F2, F8
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,150,000
Date
01 Mar 2026
Ownership
By Sprinkles Trust LLC
Underlying class
Common Stock
Underlying amount
2,150,000
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
2,020,000
Date
01 Mar 2026
Ownership
By Junebug Trust I, LLC
Underlying class
Common Stock
Underlying amount
2,020,000
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,814,406
Date
01 Mar 2026
Ownership
By Jeffrey Edison Family Trust
Underlying class
Common Stock
Underlying amount
1,814,406
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,134,215
Date
01 Mar 2026
Ownership
By Edison Properties LLC
Underlying class
Common Stock
Underlying amount
1,134,215
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
458,893
Date
01 Mar 2026
Ownership
By Spouse's Family Trust
Underlying class
Common Stock
Underlying amount
458,893
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
431,233
Date
01 Mar 2026
Ownership
By Edison Family Trust
Underlying class
Common Stock
Underlying amount
431,233
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
330,667
Date
01 Mar 2026
Ownership
By Edison Ventures Trust
Underlying class
Common Stock
Underlying amount
330,667
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
276,927
Date
01 Mar 2026
Ownership
By Old 97, Inc
Underlying class
Common Stock
Underlying amount
276,927
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
211,266
Date
01 Mar 2026
Ownership
By Spouse's Trust
Underlying class
Common Stock
Underlying amount
211,266
Exercise price
Footnotes
F2, F9
PECO holding Derivative

OP Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
60,583
Date
01 Mar 2026
Ownership
By Father's Trust
Underlying class
Common Stock
Underlying amount
60,583
Exercise price
Footnotes
F2, F9
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 footnotes

Footnote F1

Represents the grant of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), under the Issuer's long term incentive plan. The Class B Units vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. At issuance, the Class B Units do not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units convert into an equal number of OP Units. The Class B Units have no expiration date.

Footnote F2

OP Units 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.

Footnote F3

Represents the grant of Class B Units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company.

Footnote F4

Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date.

Footnote F5

Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in full on March 1, 2027, subject to continued service with the Company.

Footnote F6

Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,782 units on March 1, 2027, and March 1, 2028, subject to continued service with the Company.

Footnote F7

Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,753 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.

Footnote F8

Represents the conversion to OP Units of vested and earned Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units did not have full parity with the OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Having achieved full parity with the OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date.

Footnote F9

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.

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