Restricted share grant boosts Equity Residential (EQR) director’s stake
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Hoff Ann reported acquisition or exercise transactions in this Form 4 filing.
Equity Residential director Ann Hoff reported an equity grant and updated holdings. She received 3,276 restricted common shares at $0.00 per share as a grant for prospective service from the 2026 Annual Meeting of Shareholders. These restricted shares are scheduled to vest on June 18, 2027. Following this award, she holds 6,986 common shares directly, which include restricted shares scheduled to vest in the future, and 3,095 common shares indirectly through a SERP account held by Principal Trust Company as trustee.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Hoff Ann
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 — 6,986 shares (Direct, null);
Common Shares Of Beneficial Interest — 3,095 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 shares granted: 3,276 shares
Grant price per share: $0.00 per share
Vesting date: June 18, 2027
+2 more
5 metrics
Restricted shares granted
3,276 shares
Grant for prospective service from 2026 Annual Meeting
Grant price per share
$0.00 per share
Restricted share award to director Ann Hoff
Vesting date
June 18, 2027
Scheduled vesting of 3,276 restricted shares
Direct holdings after grant
6,986 shares
Common shares of beneficial interest held directly
Indirect SERP holdings
3,095 shares
Shares held by Principal Trust Company as SERP trustee
Key Terms
restricted shares, SERP Account, Supplemental Executive Retirement Plan, grant, award, or other acquisition, +1 more
5 terms
SERP Account financial
"Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP")"
Supplemental Executive Retirement Plan financial
"Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person"
grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
FAQ
What did Equity Residential (EQR) director Ann Hoff report in this Form 4?
Ann Hoff reported receiving a grant of 3,276 restricted common shares of Equity Residential at $0.00 per share. The filing also updates her total direct and indirect share holdings, reflecting both restricted and SERP-related shares held for her benefit.
What indirect Equity Residential (EQR) holdings does Ann Hoff have through the SERP?
Ann Hoff is credited with 3,095 common shares indirectly through Principal Trust Company, acting as trustee of Equity Residential’s Supplemental Executive Retirement Plan (SERP). These shares are held in the SERP trust for her benefit, rather than in a personal brokerage account.