Key facts
- This page summarizes Samuel Zell's Form 4 filing for EQUITY LIFESTYLE PROPERTIES INC (ELS).
- 3 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 27 Apr 2023, 18:10.
Samuel Zell - 25 Apr 2023 Form 4 Insider Report for EQUITY LIFESTYLE PROPERTIES INC (ELS)
- Reporting relationship
- Chairman of the Board, Director
- Issuer ticker
- ELS
- Reported as of
- 25 Apr 2023
- Net transaction value
- +$3,192,457
- SEC form
- 4
- Accepted by SEC
- 27 Apr 2023, 18:10:18 UTC
- Prior SEC filing
- 02 Mar 2023
- Source filing
- View source filing
- Reporting owner signature
- Jennifer Krebs by Power of Attorney for Samuel Zell
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Samuel Zell filed Form 4 for EQUITY LIFESTYLE PROPERTIES INC (ELS) on 27 Apr 2023.
Change
- Previous filing in this sequence was filed on 02 Mar 2023.
- Current net transaction value: +$3,192,457.
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.
ELS
transaction
Common Stock, par value $.01
Award
- Transaction value
- $99,975
- Shares
- +1,470
- Change %
- +1.7%
- Price
- $68.01
- Shares after
- 86,895
- Date
- 25 Apr 2023
- Ownership
- Direct
- Footnotes
- F1
ELS
transaction
Common Stock, par value $.01
Award
- Transaction value
- $3,085,002
- Shares
- +45,361
- Change %
- +52%
- Price
- $68.01
- Shares after
- 132,256
- Date
- 25 Apr 2023
- Ownership
- Direct
- Footnotes
- F2
ELS
transaction
Common Stock, par value $.01
Award
- Transaction value
- $7,481
- Shares
- +110
- Change %
- +0.08%
- Price
- $68.01
- Shares after
- 132,366
- Date
- 25 Apr 2023
- Ownership
- Direct
- Footnotes
- F3
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 56,000
- Date
- 25 Apr 2023
- Ownership
- By Spouse
- Footnotes
- F4, F5
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,200,544
- Date
- 25 Apr 2023
- Ownership
- By Samstock/SZRT, L.L.C.
- Footnotes
- F6
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 4,924,017
- Date
- 25 Apr 2023
- Ownership
- By Trust
- Footnotes
- F7
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,056,384
- Date
- 25 Apr 2023
- Ownership
- By Samstock, L.L.C.
- Footnotes
- F4, F8
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 35,548
- Date
- 25 Apr 2023
- Ownership
- By Samstock/Alpha, L.L.C.
- Footnotes
- F4, F9
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,610,666
- Date
- 25 Apr 2023
- Ownership
- By KMJZ Investments, L.L.C.
- Footnotes
- F4, F10
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,428
- Date
- 25 Apr 2023
- Ownership
- By ZFT Kellie Trust
- Footnotes
- F11
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,428
- Date
- 25 Apr 2023
- Ownership
- By ZFT Matthew Trust
- Footnotes
- F11
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,428
- Date
- 25 Apr 2023
- Ownership
- By ZFT JoAnn Trust
- Footnotes
- F11
ELS
holding
Common Stock, par value $.01
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 50,880
- Date
- 25 Apr 2023
- Ownership
- By ZFT Grandchildren Trust
- Footnotes
- F11
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 11 footnotes
Footnote F1
Grant of restricted stock subject to vesting as follows: 1/3 on 10/25/23, 1/3 on 4/25/24, and 1/3 on 4/25/25
Footnote F2
Grant of restricted stock subject to vesting as follows: 1/3 on 4/25/24, 1/3 on 4/25/25, and 1/3 on 4/24/26
Footnote F3
Grant of restricted stock subject to vesting on 4/25/24
Footnote F4
Mr. Zell disclaims beneficial ownership of the reported securities except to the extent, if any, of its or his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Zell is the beneficial owner of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, (the "Exchange Act") or for any other purpose.
Footnote F5
These shares of Common Stock are owned by the Helen Zell Revocable Trust ("HZRT"). Mr. Zell's spouse, Helen Zell, is the trustee of HZRT.
Footnote F6
Samstock/SZRT, L.L.C. is a Delaware limited liability company whose sole member is Zell Trust. Mr. Zell is the sole trustee and beneficiary of Zell Trust.
Footnote F7
These shares of Common Stock are beneficially owned by Samuel Zell Revocable Trust ("Zell Trust"), the trustee of which is Mr. Zell.
Footnote F8
Samstock, L.L.C. a Delaware limited liability company "Samstock") whose sole member is SZ Investments, L.L.C., a Delaware limited liability company ("SZ"). The managing member of SZ is Chai Trust Company, L.L.C., an Illinois limited liability company ("Chai Trust"). Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares.
Footnote F9
Samstock/Alpha, L.L.C. is a Delaware limited liability company ("Samstock/Alpha") whose sole member is Alphabet Partners, an Illinois partnership. Alphabet Partners is owned by various trusts established for the benefit of Zell Family. The trustee of such trusts is Chai Trust. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares.
Footnote F10
KMJZ Investments, L.L.C., a Delaware limited liability company, ("KMJZ Investments") is owned by various trusts established for the benefit of the Zell Family. The trustee of such trusts is Chai Trust. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares.
Footnote F11
ZFT Kellie Trust, ZFT Matthew Trust, ZFT JoAnn Trust and ZFT Grandchildren Trust (collectively, the "ZFT Trusts") are trusts established for the benefit of Mr. Zell and members of his family (the "Zell Family"). The trustee of each of the ZFT Trusts is Chai Trust. Mr. Zell is not an officer of director of Chai Trust and does not have voting or dispositive power over such shares.