Equity Residential (NYSE: EQR) director awarded 3,276 restricted shares and updates holdings
Filing Impact
Filing Sentiment
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 Trade Summary
2 transactions reported
Mixed
2 txns
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)
- 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.
Key Figures
Restricted share grant: 3,276 shares
Direct holdings after grant: 13,255 shares
Indirect SERP holdings: 23,434 shares
+1 more
4 metrics
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
Key Terms
restricted shares, Supplemental Executive Retirement Plan, SERP Account, Common Shares Of Beneficial Interest
4 terms
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""
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.
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.