Equity Residential (NYSE: EQR) CAO adds 30 shares via employee plan
Rhea-AI Filing Summary
Equity Residential (EQR) reported that Chief Accounting Officer Ian Kaufman acquired 30 Common Shares of Beneficial Interest on August 14, 2026 through the company’s Employee Share Purchase Plan at $56.07 per share. Following this grant, he holds 29,657 shares directly, including restricted shares scheduled to vest in the future, and 657 shares indirectly in a 401(k) plan via profit sharing and dividend reinvestment acquisitions through July 16, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 30 shares
Net Buy
2 txns
Insider
Kaufman Ian
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Shares Of Beneficial Interest F1, F2 | 30 | $56.07 | $2K |
| holding | Common Shares Of Beneficial Interest F3 | -- | -- | -- |
Holdings After Transaction:
Common Shares Of Beneficial Interest — 29,657 shares (Direct);
Common Shares Of Beneficial Interest — 657 shares (Indirect, 401(k) Plan)
Footnotes (3)
- F1. Represents shares acquired through Vivmark Residential's (formerly known as Equity Residential) (the "Company") Employee Share Purchase Plan.
- F2. Direct total includes restricted shares of the Company scheduled to vest in the future.
- F3. Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through July 16, 2026.
Key Figures
Shares acquired (grant/award): 30 shares
Grant price: $56.0700 per share
Direct holdings after transaction: 29,657 shares
+1 more
4 metrics
Shares acquired (grant/award)
30 shares
Common Shares of Beneficial Interest acquired on August 14, 2026 via Employee Share Purchase Plan
Grant price
$56.0700 per share
Price per share for the 30-share acquisition on August 14, 2026
Direct holdings after transaction
29,657 shares
Total direct EQR shares held by Ian Kaufman following the August 14, 2026 grant
Indirect 401(k) holdings
657 shares
EQR shares held through a 401(k) plan via profit sharing and dividend reinvestment through July 16, 2026
Key Terms
Employee Share Purchase Plan, restricted shares, profit sharing contributions, dividend reinvestment, +1 more
5 terms
profit sharing contributions financial
"Represents shares acquired through profit sharing contributions and dividend reinvestment activity..."
dividend reinvestment financial
"Represents shares acquired through profit sharing contributions and dividend reinvestment activity..."
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
Section 401(k) of the Internal Revenue Code of 1986 financial
"a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended."
FAQ
What insider transaction did EQR report for Ian Kaufman on August 14, 2026?
Equity Residential reported that Ian Kaufman acquired 30 common shares on August 14, 2026 through the Employee Share Purchase Plan at $56.07 per share. This was reported as a grant or award acquisition.
What indirect EQR holdings does Ian Kaufman report in his 401(k) plan?
Ian Kaufman reports 657 EQR shares held indirectly through a 401(k) Retirement Savings Plan. These shares were acquired via profit sharing contributions and dividend reinvestment activity through July 16, 2026.
Does the Form 4 indicate that Ian Kaufman’s EQR transaction was under a Rule 10b5-1 plan?
No. The filing’s Rule 10b5-1 checkbox is not checked, and there is no footnote stating the transaction was made under a Rule 10b5-1 trading plan, so it is reported without an affirmed pre-arranged plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.