Christa L. Sorenson - 10 Jun 2021 Form 4 Insider Report for EQUITY RESIDENTIAL (EQR)

Source evidence Original filing metadata and source links for verification. 3 source fields
SEC form
4
Accepted by SEC
14 Jun 2021, 16:15:23 UTC
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Samantha Thompson, Attorney-in-fact

Key filing fact

Christa L. Sorenson filed Form 4 for EQUITY RESIDENTIAL (EQR) on 14 Jun 2021.

Key facts

  • This page summarizes Christa L. Sorenson's Form 4 filing for EQUITY RESIDENTIAL (EQR).
  • 4 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 14 Jun 2021, 16:15.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: -$53,614.

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

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

EQR transaction

Common Shares Of Beneficial Interest

Sale

Transaction value
$59,440
Shares
-743
Change %
-16%
Price
$80.00
Shares after
3,885
Date
10 Jun 2021
Ownership
Direct
Footnotes
F1
EQR transaction

Common Shares Of Beneficial Interest

Options Exercise

Transaction value
$38,146
Shares
+743
Change %
+19%
Price
$51.34
Shares after
4,628
Date
10 Jun 2021
Ownership
Direct
Footnotes
F1
EQR transaction

Common Shares Of Beneficial Interest

Sale

Transaction value
$32,320
Shares
-404
Change %
-10%
Price
$80.00
Shares after
3,481
Date
10 Jun 2021
Ownership
Direct
Footnotes
F1
EQR holding

Common Shares Of Beneficial Interest

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
255
Date
10 Jun 2021
Ownership
401(k) Plan
Footnotes
F2
EQR holding

Common Shares Of Beneficial Interest

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
585
Date
10 Jun 2021
Ownership
SERP Account
Footnotes
F3

Reported derivative securities

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

EQR transaction Derivative

Non-qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-743
Change %
-50%
Price
$0.000000
Shares after
743
Date
10 Jun 2021
Ownership
Direct
Underlying class
Common Shares Of Beneficial Interest
Underlying amount
743
Exercise price
$51.34
Footnotes
F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Direct total includes restricted shares of Equity Residential scheduled to vest in the future.

Footnote F2

Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through April 10, 2021.

Footnote F3

Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person.

Footnote F4

Represents share options which vested in approximately three equal installments on February 3, 2013, February 3, 2014 and February 3, 2015.

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