STOCK TITAN

Equity Residential (NYSE: EQR) director awarded 3,276 restricted shares and updates holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HABEN MARY KAY reported acquisition or exercise transactions in this Form 4 filing.

Equity Residential director Mary Kay Haben reported a routine share award and updated holdings. She received a grant of 3,276 restricted common shares of beneficial interest for prospective board service from the 2026 Annual Meeting of Shareholders, scheduled to vest on June 18, 2027.

After this grant, she directly holds 13,255 common shares, including restricted shares that will vest in the future. Separately, 23,434 common shares are held in a SERP account by Principal Trust Company as trustee of Equity Residential’s Supplemental Executive Retirement Plan for her benefit.

Positive

  • None.

Negative

  • None.
Insider HABEN MARY KAY
Role null
Type Security Shares Price Value
Grant/Award Common Shares Of Beneficial Interest 3,276 $0.00 --
holding Common Shares Of Beneficial Interest -- -- --
Holdings After Transaction: Common Shares Of Beneficial Interest — 13,255 shares (Direct, null); Common Shares Of Beneficial Interest — 23,434 shares (Indirect, SERP Account)
Footnotes (1)
  1. Represents restricted shares granted for prospective service from the 2026 Annual Meeting of Shareholders, which are scheduled to vest on June 18, 2027. Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person.
Restricted share grant 3,276 shares Grant for prospective service from the 2026 Annual Meeting
Direct holdings after grant 13,255 shares Common Shares of Beneficial Interest held directly after transaction
Indirect SERP holdings 23,434 shares Shares held by Principal Trust Company as SERP trustee
Vesting date June 18, 2027 Scheduled vesting date of 3,276 restricted shares
restricted shares financial
"Represents restricted shares granted for prospective service from the 2026 Annual Meeting of Shareholders"
Restricted shares are company stock that cannot be sold or transferred immediately because they are subject to legal or contractual limits, such as a required holding period or performance conditions. They matter to investors because these locked-up shares can affect a company’s available stock for trading, future dilution, and insider incentives—imagine a gift that can’t be cashed until certain conditions are met, which changes when and how much supply can suddenly enter the market.
Supplemental Executive Retirement Plan financial
"as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP")"
SERP Account financial
"direct_or_indirect": "I", "nature_of_ownership": "SERP Account""
Common Shares Of Beneficial Interest financial
"security_title": "Common Shares Of Beneficial Interest""
Common Shares of Beneficial Interest are units that represent ownership in a company or organization, like owning a piece of a pie. They give investors voting rights and a chance to share in profits, making them important for those looking to invest and have a say in how the organization is run.
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
HABEN MARY KAY

(Last)(First)(Middle)
TWO NORTH RIVERSIDE PLAZA, SUITE 400

(Street)
CHICAGO ILLINOIS 60606

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
EQUITY RESIDENTIAL [ EQR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/18/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Shares Of Beneficial Interest06/18/2026A3,276(1)A$013,255(2)D
Common Shares Of Beneficial Interest23,434(3)ISERP Account
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents restricted shares granted for prospective service from the 2026 Annual Meeting of Shareholders, which are scheduled to vest on June 18, 2027.
2. Direct total includes restricted shares of Equity Residential scheduled to vest in the future.
3. Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person.
/s/ Samantha Thompson, Attorney-in-fact06/23/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Equity Residential (EQR) report for Mary Kay Haben?

Equity Residential reported that director Mary Kay Haben received a grant of 3,276 restricted common shares. The award is compensation for prospective board service and is not an open-market purchase or sale, making it a routine equity-based compensation event.

When do Mary Kay Haben’s newly granted Equity Residential (EQR) restricted shares vest?

The 3,276 restricted shares granted to Mary Kay Haben are scheduled to vest on June 18, 2027. These shares were awarded for prospective service from the 2026 Annual Meeting of Shareholders, aligning vesting with a future board service period.

How many Equity Residential (EQR) shares does Mary Kay Haben hold directly after this Form 4?

Following the reported grant, Mary Kay Haben directly holds 13,255 common shares of beneficial interest. This total includes restricted shares of Equity Residential that are scheduled to vest in the future, reflecting her current direct equity position as a director.

What are Mary Kay Haben’s indirect holdings in Equity Residential (EQR) via the SERP?

Mary Kay Haben has 23,434 common shares held indirectly through Principal Trust Company, trustee of Equity Residential’s Supplemental Executive Retirement Plan. These SERP shares are owned for her benefit, representing an additional indirect equity interest beyond her direct holdings.

Was Mary Kay Haben’s Equity Residential (EQR) Form 4 transaction an open-market buy or sale?

The Form 4 shows a grant of 3,276 restricted shares coded as an award, not a purchase or sale. The transaction reflects equity compensation for future board service, rather than an open-market decision to buy or sell Equity Residential shares.