Welcome to our dedicated page for EQUITY RESIDENTIAL SEC filings (Ticker: EQR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Equity Residential’s SEC filings document operating results and financial condition for its apartment portfolio, including 8-K earnings exhibits with consolidated statements, FFO and Normalized FFO measures, balance sheets, portfolio summaries, same-store results, debt summaries, capital structure, development and lease-up projects, residential capital expenditures and non-GAAP reconciliations.
Other filings cover Regulation FD investor presentations, ERP Operating Limited Partnership disclosure, proxy materials for annual meeting governance, executive compensation and shareholder voting matters, and legal contingencies involving multifamily rental software antitrust litigation. The filing record also reflects share and unit data, operating partnership structure, debt instruments and governance reporting for the Maryland issuer.
Equity Residential filed a current report to let investors know it has released an operating update. On September 2, 2025, the company issued a press release discussing its operations, and that release is attached to the report as Exhibit 99.1 and incorporated into the disclosure section by reference. The company notes that this operating update information is being furnished, not filed, which means it is not subject to certain legal liabilities under the securities laws unless specifically incorporated into other documents.
Sterrett Stephen E, a director of Equity Residential (EQR), reported an insider purchase on 08/14/2025. He acquired 1,852 common shares through the company's Employee Share Purchase Plan at $53.98 per share. After the transaction he directly beneficially owns 21,275 shares (including restricted shares scheduled to vest) and is an indirect beneficial owner of 23,401 shares held in the Equity Residential Supplemental Executive Retirement Plan (SERP) for his benefit.
Ian Kaufman, Chief Accounting Officer of Equity Residential (EQR), reported an insider purchase on 08/14/2025. He acquired 37 common shares at a price of $53.98 through the company's Employee Share Purchase Plan. After the transaction he beneficially owns 25,720 shares directly (which include restricted shares scheduled to vest) and 628 shares indirectly via the Equity Residential Advantage 401(k) plan (acquisitions through July 16, 2025). No derivative transactions are reported. The Form 4 was signed by an attorney-in-fact on 08/18/2025.
Equity Residential (EQR) submitted a Form 144 disclosing a proposed sale of 11,000 common shares with an aggregate market value of $697,582.13, to be executed approximately on 08/13/2025 on the NYSE. The filing reports 381,898,057 shares outstanding, so the proposed sale is approximately 0.0029% of the outstanding common stock.
The notice lists the acquisition history for the shares: purchases through an employee stock purchase plan and multiple restricted stock vestings dated between 02/28/2017 and 06/17/2022, with individual lots shown. The filer reports no securities sold in the past three months and affirms no undisclosed material adverse information, consistent with Rule 144 disclosure requirements.
Equity Residential (EQR) reported that Bret McLeod, the company's EVP & Chief Financial Officer, acquired 19,564 restricted common shares on 08/07/2025 as a retention award recorded at a $0 purchase price. The filing shows these shares are held directly and are scheduled to vest on August 7, 2028, meaning McLeod will not have full ownership until the vesting date.
This disclosure reflects a compensation-related equity grant rather than an open-market purchase or sale. The award increases McLeod's reported direct holdings of Equity Residential common shares and represents a multi-year retention incentive tied to future vesting.
Equity Residential executive Bret McLeod, who serves as EVP & Chief Financial Officer, filed a Form 3 to report his beneficial ownership in the company. As of July 22, 2025, he reports 0 Common Shares of Beneficial Interest held directly. The filing indicates he is an officer but not a director or 10% owner, and there are no derivative securities reported.
Equity Residential director Chris Carr received a grant of 2,971 restricted common shares recorded on 08/07/2025. The award was granted for prospective service from July 24, 2025 through the 2026 Annual Meeting of Shareholders and is scheduled to vest on 08/07/2026. The filing lists these as direct holdings and notes the reported total direct ownership includes restricted shares that will vest in the future.
This Form 4 discloses a compensatory equity grant to a board member rather than a market purchase or sale and shows no derivative transactions reported. The disclosure identifies the grant amount and the one-year vesting schedule but provides no additional terms such as forfeiture conditions or sale restrictions.