Filing Details
- Accession Number:
- 0001127602-14-024645
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2014-08-04 16:30:34
- Reporting Period:
- 2014-07-31
- Filing Date:
- 2014-08-04
- Accepted Time:
- 2014-08-04 16:30:34
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
906107 | Equity Residential | EQR | Real Estate Investment Trusts (6798) | 363877868 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1024193 | Samuel Zell | Two North Riverside Plaza, Suite 600 Chicago IL 60606 | Yes | No | No | Yes |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Shares Of Beneficial Interest | Disposition | 2014-07-31 | 661,995 | $64.92 | 3,027,215 | No | 4 | S | Direct | |
Common Shares Of Beneficial Interest | Disposition | 2014-07-31 | 338,005 | $65.67 | 2,689,210 | No | 4 | S | Direct | |
Common Shares Of Beneficial Interest | Disposition | 2014-08-01 | 875,000 | $64.59 | 1,814,210 | No | 4 | S | Direct | |
Common Shares Of Beneficial Interest | Disposition | 2014-08-04 | 125,000 | $64.04 | 1,689,210 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Direct | |
No | 4 | S | Direct | |
No | 4 | S | Direct | |
No | 4 | S | Direct |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Common Shares Of Beneficial Interest | 600 | Indirect | By Spouse, Trustee for Helen Zell Revocable Trust |
Common Shares Of Beneficial Interest | 1,206,968 | Indirect | Samstock, L.L.C. |
Common Shares Of Beneficial Interest | 33,410 | Indirect | Samuel Zell Revocable Trust |
Common Shares Of Beneficial Interest | 689,643 | Indirect | SERP Account |
Common Shares Of Beneficial Interest | 1,246 | Indirect | SZ JoAnn Trust |
Common Shares Of Beneficial Interest | 1,246 | Indirect | SZ Kellie Trust |
Common Shares Of Beneficial Interest | 1,246 | Indirect | SZ Matthew Trust |
Common Shares Of Beneficial Interest | 154,480 | Indirect | Zell Family Foundation |
Footnotes
- The price represents the weighted average price of the shares sold. The shares were sold within an inclusive range of $64.65 to $65.23. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price.
- Direct total includes restricted shares of the Company scheduled to vest in the future.
- The price represents the weighted average price of the shares sold. The shares were sold within an inclusive range of $65.24 to $66.23. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price.
- The price represents the weighted average price of the shares sold. The shares were sold within an inclusive range of $64.11 to $65.00. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price.
- The price represents the weighted average price of the shares sold. The shares were sold within an inclusive range of $63.85 to $64.225. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price.
- 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 his pecuniary interest therein.
- 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 his pecuniary interest therein.
- 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.
- Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person.
- 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 is a beneficiary of SZJT and, as such, Mr. Zell may be deemed the beneficial owner of the shares reported herein.
- 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 is a beneficiary of the SZKT and, as such, Mr. Zell may be deemed the beneficial owner of the shares reported herein.
- 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 is a beneficiary of the SZMT and, as such, Mr. Zell may be deemed the beneficial owner of the shares reported herein.
- Shares reported herein are beneficially owned by the Zell Family Foundation ("Foundation"). Mr. Zell is a director of the Foundation, and does not have a pecuniary interest in such shares.