EDISON JEFFREY (Chairman and CEO) reported 2 transactions at PHILLIPS EDISON & COMPANY, INC.
Review the transaction codes below to understand the nature of each event.
Common Stock
Shares
−14.22K
Price / share
$36.48
Trade value
$518.82K
% of position
Common Stock
Shares
−2.86K
Price / share
$36.48
Trade value
$104.33K
% of position
Net shares
−17.08K
Net value
-$623.15K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 12/31/2023 | F · Tax Withholding | −14.22K | $36.48 | $518.82K | 6.1% | 234.83K | 220.61K |
| Common Stock Direct | 1/1/2024 | F · Tax Withholding | −2.86K | $36.48 | $104.33K | 1.3% | 220.61K | 217.75K |
| Total | −17.08K | -$623.15K | ||||||
Class B Units
Common Stock
11.14K shares
Shares
−11.14K
Strike price
Held after
11.14K
Exercisable
—
OP Units
Common Stock
11.14K shares
Shares
+11.14K
Strike price
Held after
3.31M
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Class B Units Direct | Common Stock11.14K shares | 1/1/2024 | M · Option Exercise | −11.14K | — | 11.14K | |
| OP Units Direct | Common Stock11.14K shares | 1/1/2024 | M · Option Exercise | +11.14K | — | 3.31M |
Common Stock
IndirectCommon Stock
IndirectCommon Stock
IndirectCommon Stock
IndirectCommon Stock
IndirectCommon Stock
Indirect| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 11.11K | Indirect |
| Common Stock | 77.35K | Indirect |
| Common Stock | 33.33K | Indirect |
| Common Stock | 12.09K | Indirect |
| Common Stock | 11.11K | Indirect |
| Common Stock | 11.11K | Indirect |
| Total | 156.11K | 156.11K indirect |
OP Units
IndirectUnderlying shares
330.67K
Shares owned
330.67K
Exercise price
Expiration
—
Exercise window
—
OP Units
IndirectUnderlying shares
431.23K
Shares owned
431.23K
Exercise price
Expiration
—
Exercise window
—
OP Units
IndirectUnderlying shares
2.42M
Shares owned
2.42M
Exercise price
Expiration
—
Exercise window
—
OP Units
IndirectUnderlying shares
500.59K
Shares owned
500.59K
Exercise price
Expiration
—
Exercise window
—
OP Units
IndirectUnderlying shares
276.93K
Shares owned
276.93K
Exercise price
Expiration
—
Exercise window
—
OP Units
IndirectUnderlying shares
211.27K
Shares owned
211.27K
Exercise price
Expiration
—
Exercise window
—
OP Units
IndirectUnderlying shares
1.13M
Shares owned
1.13M
Exercise price
Expiration
—
Exercise window
—
OP Units
IndirectUnderlying shares
60.58K
Shares owned
60.58K
Exercise price
Expiration
—
Exercise window
—
Underlying
5.37M
Owned
5.37M
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| OP Units Indirect | Common Stock | — | — | 330.67K | 330.67K | |
| OP Units Indirect | Common Stock | — | — | 431.23K | 431.23K | |
| OP Units Indirect | Common Stock | — | — | 2.42M | 2.42M | |
| OP Units Indirect | Common Stock | — | — | 500.59K | 500.59K | |
| OP Units Indirect | Common Stock | — | — | 276.93K | 276.93K | |
| OP Units Indirect | Common Stock | — | — | 211.27K | 211.27K | |
| OP Units Indirect | Common Stock | — | — | 1.13M | 1.13M | |
| OP Units Indirect | Common Stock | — | — | 60.58K | 60.58K | |
| Total | 5.37M | 5.37M | ||||