Key facts
- This page summarizes Samuel Zell's Form 4 filing for EQUITY RESIDENTIAL (EQR).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 02 Mar 2023, 15:15.
Samuel Zell - 28 Feb 2023 Form 4 Insider Report for EQUITY RESIDENTIAL (EQR)
- Reporting relationship
- Director, Chairman of the Board
- Issuer ticker
- EQR
- Reported as of
- 28 Feb 2023
- Net transaction value
- +$99,962
- SEC form
- 4
- Accepted by SEC
- 02 Mar 2023, 15:15:03 UTC
- Prior SEC filing
- 24 Feb 2023
- Next SEC filing
- 27 Apr 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Samantha Thompson, Attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Samuel Zell filed Form 4 for EQUITY RESIDENTIAL (EQR) on 02 Mar 2023.
Change
- Previous filing in this sequence was filed on 24 Feb 2023.
- Current net transaction value: +$99,962.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
EQR
transaction
Common Shares Of Beneficial Interest
Award
- Transaction value
- $99,962
- Shares
- +1,885
- Change %
- +0.25%
- Price
- $53.03
- Shares after
- 767,444
- Date
- 28 Feb 2023
- Ownership
- Direct
- Footnotes
- F1
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 600
- Date
- 28 Feb 2023
- Ownership
- By Spouse, Trustee for Helen Zell Revocable Trust
- Footnotes
- F2
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,206,968
- Date
- 28 Feb 2023
- Ownership
- Samstock, L.L.C.
- Footnotes
- F3
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 2,730,294
- Date
- 28 Feb 2023
- Ownership
- Samuel Zell Revocable Trust
- Footnotes
- F4
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 694,344
- Date
- 28 Feb 2023
- Ownership
- SERP Account
- Footnotes
- F5
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,246
- Date
- 28 Feb 2023
- Ownership
- SZ JoAnn Trust
- Footnotes
- F6
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,246
- Date
- 28 Feb 2023
- Ownership
- SZ Kellie Trust
- Footnotes
- F7
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,246
- Date
- 28 Feb 2023
- Ownership
- SZ Matthew Trust
- Footnotes
- F8
EQR
holding
Common Shares Of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 154,480
- Date
- 28 Feb 2023
- Ownership
- Zell Family Foundation
- Footnotes
- 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 shares acquired through Equity Residential's Employee Share Purchase Plan.
Footnote 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.
Footnote 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.
Footnote 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.
Footnote 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.
Footnote 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.
Footnote 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.
Footnote 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.
Footnote 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.