New Equity Residential insider reports holdings
EQUITY RESIDENTIAL (symbol: EQR) is the issuer of record for a Form 3 filing submitted to the SEC.
Rhea-AI Filing Summary
EQUITY RESIDENTIAL (symbol: EQR) is the issuer of record for a Form 3 filing submitted to the SEC.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
NAUGHTON TIMOTHY J
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Non-qualified Stock Option (Right to Buy) F5 | -- | -- | -- |
| holding | Common Shares Of Beneficial Interest F1, F2, F3 | -- | -- | -- |
| holding | Common Shares Of Beneficial Interest F1, F2, F3, F4 | -- | -- | -- |
Holdings After Transaction:
Non-qualified Stock Option (Right to Buy) — 195,040 contracts (Direct);
Common Shares Of Beneficial Interest — 311,681 shares (Direct);
Common Shares Of Beneficial Interest — 39,169 shares (Indirect, Family Trust)
Footnotes (5)
- F1. Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of May 20, 2026, by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Vivmark Residential (f/k/a Equity Residential), a Maryland real estate investment trust ("VMRK"), ERP Operating Limited Partnership, an Illinois limited partnership (the "Operating Partnership"), and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and VMRK combined in a merger of equals on August 17, 2026, with AVB merging with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary of VMRK (the "Merger"). Merger Sub subsequently merged with and into the Operating Partnership, with the Operating Partnership continuing as the surviving entity.
- F2. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of common stock, par value $0.01 per share (the "AVB Common Stock"), of AVB and deferred stock unit held by the Reporting Person was automatically converted into the right to receive 2.793 (the "Exchange Ratio") common shares of beneficial interest, $0.01 par value per share ("VMRK Common Shares"), of VMRK, plus, in the case of AVB Common Stock, the right to receive cash in lieu of fractional VMRK Common Shares, if any, into which such AVB Common Stock would have been converted.
- F3. Total reflects the Reporting Person's shares of AVB Common Stock and deferred stock units that were converted into VMRK Common Shares pursuant to the Merger.
- F4. Reflects indirect beneficial ownership by spouse through Family Trust. The reporting person disclaims any beneficial ownership in these shares.
- F5. Pursuant to the Merger Agreement, effective as of the Effective Time, the Reporting Person's options to acquire AVB Common Stock that were outstanding at the Effective Time were converted into the right to receive options to acquire VMRK Common Shares, where the number of VMRK Common Shares subject to such converted option is equal to (i) the number of shares of AVB Common Stock subject to the corresponding AVB option award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio (rounded down to the nearest whole number of shares), and the exercise price of each converted option award is equal to (A) the exercise price of the corresponding AVB option award immediately prior to the Effective Time divided by (B) the Exchange Ratio (rounded up to the nearest whole cent).
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