Welcome to our dedicated page for Phillips Edison & Company SEC filings (Ticker: PECO), 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.
The SEC filings page for Phillips Edison & Company, Inc. (Nasdaq: PECO) provides access to the company’s official regulatory disclosures as a Maryland-incorporated real estate investment trust. Through these filings, investors can review how PECO reports its financial condition, operating performance and material corporate events related to its grocery-anchored neighborhood shopping center portfolio.
Key documents include current reports on Form 8-K, which the company uses to announce quarterly and annual earnings results, updated guidance for net income per share, Nareit funds from operations (FFO) per share and Core FFO per share, same-center net operating income (NOI) expectations, and details of acquisitions and credit facility amendments. Form 8-K filings also cover Board-approved monthly dividend distributions, including per-share amounts and anticipated payment dates, as well as material definitive agreements such as amendments to the company’s credit agreement that modify interest rate terms and incorporate sustainability-related key performance indicators.
Investors can also reference PECO’s Annual Report on Form 10-K and other periodic reports, which are cited in the company’s forward-looking statements and risk factor disclosures. These documents describe risks related to economic conditions, local market dynamics, leasing, tenant stability, debt, environmental matters, REIT qualification and other factors that may affect the company’s grocery-anchored retail real estate operations.
On Stock Titan, PECO’s filings are updated as they become available from the SEC’s EDGAR system. AI-powered summaries help explain complex sections of lengthy filings, highlight key metrics such as guidance ranges and portfolio activity, and point out important items like dividend declarations, credit facility changes and virtual business update materials. Users can quickly scan these summaries, then open the full filings for deeper review of Phillips Edison & Company’s regulatory history and disclosures.
Phillips Edison & Company, Inc. (PECO) is asking stockholders to vote at its 2026 virtual annual meeting on May 12, 2026 to elect ten directors, approve an advisory vote on executive pay, and ratify its independent auditor.
The company highlights 2025 performance, including Core FFO per share of $2.60, up 7.0% year-over-year, same-center NOI growth of 3.8%, leased portfolio occupancy above 97%, and approximately $400 million of acquisitions. It emphasizes its grocery-anchored strategy, with 324 centers totaling 36.7 million square feet across 31 states.
The proxy describes a board with seven of ten directors independent, a combined CEO/Chairman and a Lead Independent Director, fully independent key committees, and a strong governance and sustainability framework. Executive compensation is heavily performance-based, tied to Adjusted FFO per share, same-center NOI growth, and relative total shareholder return, with about 97% stockholder support for say-on-pay in 2025.
Phillips Edison & Company EVP, GC & Secretary Tanya Brady reported multiple equity compensation transactions involving partnership units. She received a grant of 5,397 Class B Units in Phillips Edison Grocery Center Operating Partnership I, L.P. under the company’s long-term incentive plan, with the units vesting in four equal annual installments, subject to continued service.
Several blocks of previously granted Class B Units vested and, after achieving full parity with common OP Units, were converted into equal numbers of OP Units, including a 4,306-unit conversion. According to the terms, OP Units are exchangeable at the holder’s election for cash equal to the fair market value of one common share or, at the operating partnership’s option, for common shares on a one-for-one basis, and have no expiration date.
Phillips Edison & Company, Inc. reported that its CFO, EVP & Treasurer John P. Caulfield acquired equity-based awards tied to the company’s operating partnership. He received a grant of 12,016 Class B Units in Phillips Edison Grocery Center Operating Partnership I, L.P. under the long term incentive plan, vesting in four equal annual installments, subject to continued service.
Additional transactions reflect the exercise and conversion of previously granted Class B Units into OP Units, including 8,588 OP Units and a further 838.883 OP Units. OP Units are exchangeable at the holder’s election for cash equal to the fair market value of one share of common stock or, at the partnership’s option, one share of common stock on a one-for-one basis.
Phillips Edison & Company, Inc. President Robert F. Myers reported multiple equity-related transactions involving partnership interests on March 1, 2026. He received a grant of 13,238 Class B Units in Phillips Edison Grocery Center Operating Partnership I, L.P. under the company’s long term incentive plan. These Class B Units generally vest in annual installments over several years, with specific tranches scheduled to vest between March 1, 2027 and March 1, 2029, subject to continued service.
The filing also shows several exercises and conversions of previously granted Class B Units into OP Units, including transactions involving 2,811, 2,770, 3,379, 3,360, and 1,149.261 Class B Units, as well as corresponding issuances of 12,320 and 1,149.261 OP Units. According to the disclosure, OP Units are exchangeable at the holder’s election for cash equal to the fair market value of one share of common stock or, at the operating partnership’s option, one share of common stock on a one-for-one basis.
Phillips Edison & Company, Inc. Chief Accounting Officer and SVP Jennifer L. Robison received an award of 3,564 shares of common stock in the form of restricted stock units that vest in four equal annual installments, subject to continued service. She also surrendered 891 shares at $39.28 per share to cover tax liabilities upon vesting, leaving her with 36,010 shares of common stock held directly.
Phillips Edison & Company, Inc. executive Joseph Schlosser, EVP and Chief Operating Officer, reported several equity compensation-related transactions. He received a grant of 6,110 Class B Units in Phillips Edison Grocery Center Operating Partnership I, L.P. under the long term incentive plan. These Class B Units vest in four equal annual installments on each anniversary of the grant date, subject to continued service, and may over time achieve parity with OP Units and then convert into an equal number of OP Units.
The filing also shows the vesting and conversion of 1,344 Class B Units into 1,344 OP Units, and that OP Units are exchangeable, at the holder’s election, for cash equal to the fair market value of one share of common stock or, at the option of the operating partnership, one share of common stock on a one-for-one basis. In connection with the vesting of earned restricted stock units, 633 shares of common stock were surrendered at $39.28 per share to cover tax liabilities, leaving Schlosser with 25,218 common shares held directly.
Phillips Edison & Company, Inc. Chairman and CEO Jeffrey Edison reported equity-based awards and related conversions in the operating partnership on March 1, 2026. He received a grant of 45,570 Class B Units in Phillips Edison Grocery Center Operating Partnership I, L.P. under the long-term incentive plan at a price of $0.00 per unit. These Class B Units vest in four equal annual installments on each anniversary of the grant date, subject to continued service, and may convert into OP Units once they achieve full parity.
On the same date, previously granted Class B Units that had vested and achieved parity were converted into OP Units through multiple derivative exercises, including 9,135, 9,003, 10,782, and 10,752 Class B Units converting into an equal number of OP Units, as well as 39,672 and 4,480.621 Class B Units converting into OP Units. OP Units are exchangeable, at the holder’s election, for cash equal to the fair market value of one share of common stock or, at the partnership’s option, shares of common stock on a one-for-one basis.
Separate indirect holdings tables show OP Units held by entities such as Sprinkles Trust LLC, Junebug Trust I, LLC, and various family trusts, with balances including 2,150,000 and 2,020,000 OP Units. These are held by those entities, with Mr. Edison having shared voting and dispositive power and disclaiming beneficial ownership except to the extent of his pecuniary interest.
Phillips Edison & Company, Inc. director Devin Ignatius Murphy reported the conversion of 1,150.726 Class B Units into an equal number of OP Units on March 1, 2026. These OP Units are exchangeable at the holder’s election for cash equal to the fair market value of one share of common stock or, at PECO OP’s option, one share of common stock on a one-for-one basis.
The Class B Units had been granted as long-term incentive compensation and achieved full parity with OP Units before converting. After the transaction, Murphy directly holds 342,990.275 OP Units and has additional indirect OP Unit holdings through DJM Investments LLC and an LLC held by a family member’s trust, for which he disclaims beneficial ownership except to the extent of any pecuniary interest.
Phillips Edison & Company, Inc., through its subsidiary Phillips Edison Grocery Center Operating Partnership I, L.P., completed an underwritten public offering of $350 million aggregate principal amount of 4.750% Senior Notes due 2033. The Notes are senior unsecured obligations of the Issuer and are fully and unconditionally guaranteed by the company.
The Notes bear interest at 4.750% per year, payable on March 15 and September 15, starting September 15, 2026, with a final maturity on March 15, 2033. The underwriters purchased the Notes at 99.295% of principal amount. The indenture includes restrictive covenants limiting additional indebtedness and requiring a minimum level of unencumbered assets.
Estimated net proceeds are about $346.5 million, which the Issuer intends to use for general corporate purposes such as repaying borrowings under its revolving credit facility and term loans, refinancing other indebtedness, acquiring additional properties, funding capital expenditures and redevelopments, and working capital, with interim investment in short-term securities.