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 an amendment to a Form S-4 registering Equity Residential common shares to be issued in connection with a proposed merger with AvalonBay Communities, Inc.
Under the merger agreement dated May 20, 2026, each outstanding share of AvalonBay common stock will be converted into 2.793 Equity Residential common shares (plus cash in lieu of fractional shares). Based on Equity Residential’s closing price of $68.31 on July 8, 2026, the implied merger consideration was $190.79 per AvalonBay share. Equity Residential shareholders are asked to approve issuance- and charter-related proposals at a virtual special meeting scheduled for August 12, 2026. The parties expect the merger to close in the second half of 2026, subject to customary conditions and shareholder approvals.
Equity Residential and AvalonBay have agreed to combine in a merger of equals. Under the May 20, 2026 merger agreement, each outstanding share of AvalonBay common stock will be converted into the right to receive 2.793 Equity Residential common shares, plus cash in lieu of fractional shares. The exchange ratio is fixed and the implied dollar value of the consideration will fluctuate with Equity Residential's share price; based on the May 20, 2026 closing price of $66.28, the ratio equated to $185.12 per AvalonBay share. The transaction contemplates an asset contribution by AvalonBay to ERP Operating Partnership prior to the merger, formation of a combined board of fourteen trustees, dual headquarters in Chicago and Arlington, and expected closing in the second half of 2026, subject to shareholder approvals and customary conditions. Financing commitments include a Bridge Facility commitment of $2.0 billion. The joint proxy statement/prospectus forms part of a Form S-4 registration statement and shareholders of both companies will vote at virtual special meetings.
STERRETT STEPHEN E reported acquisition or exercise transactions in this Form 4 filing.
Equity Residential director Stephen E. Sterrett reported a grant of 3,276 restricted common shares of beneficial interest at no cost. These shares were granted for prospective service from the 2026 Annual Meeting of Shareholders and are scheduled to vest on June 18, 2027.
Following this grant, Sterrett directly holds 24,551 common shares of Equity Residential, including restricted shares scheduled to vest in the future. Separately, 23,401 shares are owned by Principal Trust Company as Trustee of the Equity Residential Supplemental Executive Retirement Plan for his benefit and are reported as indirect holdings. The filing reflects routine equity compensation and retirement plan positions, with no open-market purchases or sales.
Equity Residential director Mark S. Shapiro received a grant of 3,561 Restricted Units (RUs) on June 18, 2026 as part of the company’s annual long-term compensation program. These RUs automatically convert into OP Units when a tax-related capital account target is reached.
Subject to vesting and other conditions, OP Units are exchangeable at the company’s option for either an equal number of Equity Residential common shares or the cash value of those shares. The 3,561 RUs are scheduled to vest on June 18, 2027 and are subject to a holding restriction until June 18, 2028.
Equity Residential director David J. Neithercut, Chairman of the Board, reported receiving two grants of non-qualified stock options. Each grant covers rights to buy common shares of beneficial interest at an exercise price of $64.09 per share, with options for 23,281 and 27,716 underlying shares. Both option grants were awarded at no cost per option and are intended as compensation for prospective service from the 2026 Annual Meeting of Shareholders. The options become exercisable starting on June 18, 2027 and are scheduled to expire on June 18, 2036.
Jones Nina P reported acquisition or exercise transactions in this Form 4 filing.
Equity Residential director Nina P. Jones received a grant of 3,276 common shares of beneficial interest as a restricted share award. The award is for prospective service from the 2026 Annual Meeting of Shareholders and is scheduled to vest on June 18, 2027.
After this grant, Jones directly holds 7,182 common shares, including restricted shares that are scheduled to vest in the future. She also has an additional 3,095 shares held indirectly in a SERP Account, where shares are owned by Principal Trust Company as trustee for her benefit.
Equity Residential director Huque Tahsinul Zia received a grant of 3,561 Restricted Units in ERP Operating Limited Partnership as part of the company’s 2026 annual long-term compensation program. These Restricted Units are scheduled to vest on June 18, 2027 and represent prospective service from the 2026 Annual Meeting of Shareholders.
The Restricted Units automatically convert into an equal number of OP Units when a specified tax-related capital account target is met within ten years. Subject to vesting and other restrictions, OP Units can be exchanged on a one-for-one basis for Equity Residential common shares or their cash value, at the company’s option. The units, including any OP Units into which they convert, are subject to a holding restriction until June 18, 2028, and Zia holds 3,561 units directly after this award.
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.
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.
Equity Residential director Chris Carr received a grant of equity-based compensation. On June 18, 2026, Carr was awarded 3,561 Series 2026C restricted limited partnership interests (RUs) in ERP Operating Limited Partnership in connection with the company’s annual long-term compensation grant for prospective board service.
The RUs are a class of partnership interest that may automatically convert into an equal number of OP Units when a tax-related capital account target is reached within ten years. Subject to vesting and other restrictions, OP Units can be exchanged on a one-for-one basis for Equity Residential common shares or their cash value, at the company’s option. These RUs are scheduled to vest on June 18, 2027, and are subject to a holding restriction until June 18, 2028.