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Phillips Edison (PECO) officer details LTIP share vesting and tax share surrender

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Phillips Edison & Company, Inc. executive Jennifer L. Robison, Chief Accounting Officer and SVP, reported routine equity compensation activity. On February 4, 2026, she acquired 1,522 shares of Common Stock at $0, earned under 2023-2025 performance-based LTIP units tied to company performance.

Half of these shares are vested and half are scheduled to vest on January 1, 2027, contingent on continued service. On the same date, 252 shares were surrendered at $37.22 per share to cover tax liabilities from the vesting, leaving her with 33,337 directly owned shares.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Robison Jennifer L

(Last) (First) (Middle)
11501 NORTHLAKE DRIVE

(Street)
CINCINNATI OH 45249

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Phillips Edison & Company, Inc. [ PECO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Accounting Officer & SVP
3. Date of Earliest Transaction (Month/Day/Year)
02/04/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock(1) 02/04/2026 A 1,522 A(1) $0 33,589 D
Common Stock 02/04/2026 F 252 D(2) $37.22 33,337 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents shares of Common Stock earned based upon the Issuer's achievement of performance metrics under the 2023-2025 Performance-Based LTIP Units, 50% of which are vested and 50% of which vest on January 1, 2027, subject to continued service with the Company.
2. Represents shares of Common Stock surrendered to cover tax liability upon vesting of earned 2023-2025 Performance-Based LTIP Units.
Remarks:
Jennifer Robison 02/06/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did PECO executive Jennifer Robison report?

Jennifer Robison reported routine equity compensation activity involving performance-based LTIP units. She received 1,522 shares of Phillips Edison & Company Common Stock and surrendered 252 shares to cover tax obligations tied to the vesting of those performance-based awards.

How many PECO shares does Jennifer Robison own after this Form 4?

After the reported transactions, Jennifer Robison directly owns 33,337 shares of Phillips Edison & Company Common Stock. This reflects the net result of 1,522 shares earned from performance-based LTIP units and 252 shares surrendered to satisfy related tax liabilities on February 4, 2026.

What is the source of the 1,522 PECO shares reported as acquired?

The 1,522 shares represent Common Stock earned under Phillips Edison & Company’s 2023-2025 Performance-Based LTIP Units. These shares were granted based on the issuer’s achievement of specified performance metrics tied to that long-term incentive program for the covered performance period.

When do the remaining PECO performance-based LTIP shares vest for Jennifer Robison?

Of the 1,522 performance-based LTIP shares, 50% are already vested and 50% are scheduled to vest on January 1, 2027. The remaining portion vests only if Jennifer Robison continues her service with Phillips Edison & Company through that vesting date.

Why did Jennifer Robison surrender 252 PECO shares in this filing?

The 252 shares of Phillips Edison & Company Common Stock were surrendered to cover tax liabilities. These taxes arose upon the vesting of the earned 2023-2025 Performance-Based LTIP Units, and the surrender was reported as a disposition transaction at a price of $37.22 per share.

What is Jennifer Robison’s role at Phillips Edison & Company?

Jennifer L. Robison is identified as an officer of Phillips Edison & Company, serving as Chief Accounting Officer and Senior Vice President. Her Form 4 filing reflects transactions in company Common Stock related to her performance-based long-term incentive compensation awards from the 2023-2025 program.
Phillips Edison & Company, Inc.

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