Every Form 4 that Phillips Edison & Company, Inc. (PECO) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow PECO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PECO filings page.
Fischer Elizabeth reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Elizabeth Fischer received a grant of 2,901 shares of restricted Common Stock as compensation. These shares were awarded at no cash cost and increase her direct holdings to 24,758 shares. The restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual stockholder meeting that occurs at least 50 weeks after the prior year’s meeting, assuming she continues in service until that vesting date.
QUAZZO STEPHEN R reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Stephen R. Quazzo reported receiving a grant of 2,901 shares of restricted Common Stock at no cash cost. These shares will vest in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders that is at least 50 weeks after the prior year’s meeting, subject to his continued service. Following this award, he directly holds 50,336 shares of the company’s Common Stock.
Silfen Jane reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Jane Silfen received a grant of 2,901 shares of restricted Common Stock as equity compensation. The shares were granted at no cash cost to her and increase her direct holdings to 24,758 shares of Common Stock.
According to the terms, this restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders that occurs at least 50 weeks after the prior year’s annual meeting, provided she continues serving through the applicable vesting date.
Strong John A. reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director John A. Strong received a grant of 2,901 shares of restricted Common Stock on May 12, 2026. These shares were awarded at no cash cost and are part of his director compensation.
The restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual stockholders’ meeting that occurs at least 50 weeks after the prior year’s meeting, provided he remains in service through that vesting date. After this grant, Strong directly holds 27,151 shares of Common Stock.
Wood Gregory S. reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Gregory S. Wood received a grant of 2,901 shares of restricted Common Stock on 2026-05-12. These shares were awarded at a stated price of $0.0000 per share as part of his director compensation.
The restricted stock will vest in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders that occurs at least 50 weeks after the prior year’s annual meeting, subject to his continued service through that vesting date. After this grant, Wood directly owns 30,222 shares of Common Stock.
Terry Anthony E reported acquisition or exercise transactions in this Form 4 filing.
Phillips Edison & Company, Inc. director Terry E. Anthony received a grant of 2,901 shares of restricted Common Stock. The award was granted at no cash price and is structured to vest in full on the earlier of the first anniversary of the grant date or the next annual stockholder meeting that occurs at least 50 weeks after the prior year’s annual meeting, subject to continued service. Following this grant, Anthony directly holds 11,238 shares of the company’s Common Stock.
Phillips Edison & Company, Inc. director Leslie T. Chao received a grant of 2,901 shares of restricted Common Stock at a stated price of $0.00 per share. The award will vest in full on the earlier of the first anniversary of the grant date or the next annual meeting of stockholders that occurs at least 50 weeks after the prior year’s annual meeting, subject to continued service through that vesting date.
After this grant, Chao directly holds 54,981 shares of Common Stock. In addition, 199.139 shares are held indirectly through a spouse, which includes 7.524 shares acquired under the company’s dividend reinvestment plan.
Phillips Edison & Company, Inc. director Devin Ignatius Murphy received an equity-based award of 2,901 Class B Units of limited partnership interests in Phillips Edison Grocery Center Operating Partnership I, L.P. These Class B Units correspond to 2,901 underlying shares of Common Stock and bring his reported derivative holdings to 2,901 units.
The Class B Units have no expiration date and are designed to convert into an equal number of OP Units once they vest and achieve full parity with existing OP Units. OP Units are exchangeable, at the holder’s election, for either 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. The grant vests in full on the earlier of the first anniversary of the grant date or the next annual stockholders’ meeting that is at least 50 weeks after the prior year’s meeting, subject to continued service.
Phillips Edison & Company, Inc. director Wang Parilee Edison received a grant of 2,901 Class B Units of limited partnership interests in Phillips Edison Grocery Center Operating Partnership I, L.P. as equity compensation. These Class B Units correspond to 2,901 shares of the company’s common stock on an underlying basis.
The Class B Units will vest in full on the earlier of the first anniversary of the grant date or the next annual stockholder meeting that is at least 50 weeks after the prior year’s meeting, subject to continued service. After vesting and achieving full parity with outstanding OP Units, they convert into OP Units, which 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. Following this award, the director holds 2,901 Class B Units directly.
Phillips Edison & Company, Inc. director Wang Parilee Edison reported derivative transactions involving partnership interests linked to the company’s common stock. On May 1, 2026, 3,290 Class B Units vested and converted into 3,290 OP Units, reflecting an exercise or conversion of derivative securities.
After these transactions, the director held 6,654 OP Units directly. According to the disclosure, OP Units in Phillips Edison Grocery Center Operating Partnership I, L.P. 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.
Phillips Edison & Company, Inc. director Devin Ignatius Murphy reported routine equity compensation activity involving partnership interests tied to Common Stock. He exercised derivative securities to convert 3,290 Class B Units into an equal number of OP Units at an exercise price of $0.0000 per unit.
Following the transactions, Murphy directly holds 346,280.275 OP Units. Entities associated with him indirectly hold additional OP Units exchangeable on a one-for-one basis into the company’s Common Stock or cash, representing 64,000 and 378,487.819 underlying common shares. Murphy disclaims beneficial ownership of certain indirectly held interests except to the extent of any pecuniary interest.
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. executive Tanya Brady, EVP, General Counsel & Secretary, reported new equity-based awards tied to operating partnership units. On February 4, 2026, she received 3,386 OP Units, which are exchangeable on a one-for-one basis into common stock or cash at fair market value.
She was also granted 502.121 vested Class B Units, issued instead of cash dividends on earlier performance-based awards, and 3,386 Class C Units earned under 2023–2025 performance metrics. These Class C Units are unvested and are scheduled to fully vest on January 1, 2027, subject to continued service.
Phillips Edison & Company, Inc. reported that CFO, EVP & Treasurer John P. Caulfield received additional partnership-based equity awards on February 4, 2026. He was granted 5,643 OP Units in Phillips Edison Grocery Center Operating Partnership I, L.P., which are exchangeable one-for-one into common stock or cash at fair market value.
He also received 838.883 vested Class B Units issued in lieu of cash dividends on earned 2023–2025 Performance-Based LTIP Units, and 5,643 Class C Units tied to the same performance program. These Class C Units are scheduled to vest in full on January 1, 2027, subject to continued service, and both Class B and Class C Units can ultimately convert into OP Units on a one-for-one basis.
Phillips Edison & Company, Inc. President Robert F. Myers received multiple equity-based partnership awards in the company’s operating partnership on February 4, 2026. He was granted 7,772 OP Units, 1,149.261 Class B Units, and 7,771 Class C Units at a price of $0 per unit.
The OP Units were earned under the 2023–2025 Performance-Based LTIP Units, while the Class B Units were issued in lieu of cash dividends on those earned LTIP units. The Class C Units were earned based on the same performance metrics and are scheduled to vest in full on January 1, 2027, subject to continued service, and can ultimately convert into OP Units on a one-for-one basis.
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.
Phillips Edison & Company, Inc. executive vice president and chief operating officer Joseph Schlosser reported routine equity compensation activity. On 02/04/2026, he acquired 1,018 shares of common stock at $0, earned under 2023–2025 performance-based LTIP units, with half vesting immediately and half scheduled to vest on January 1, 2027, subject to continued service.
On the same date, 168 shares were surrendered at $37.22 per share to cover tax liabilities from the vesting of those performance-based units. After these transactions, Schlosser directly holds 25,851 shares of PECO common stock.
Phillips Edison & Company, Inc. (PECO) Chairman and CEO Jeffrey Edison reported new equity-based awards tied to long-term performance. On February 4, 2026, he was granted 30,235 OP Units, 4,480.621 Class B Units, and 30,235 Class C Units at a reported price of $0 per unit.
The filing explains that OP Units are exchangeable into cash equal to the value of one common share or, at PECO OP’s option, one share of common stock on a one-for-one basis. The OP Unit grant reflects achievement of performance metrics under the 2023–2025 Performance-Based LTIP Units. The Class B Units were issued in lieu of cash dividends on those earned LTIP Units, while the Class C Units are unvested awards scheduled to vest on January 1, 2027, subject to continued service.
The Form 4 also lists substantial indirect OP Unit holdings in various trusts and entities, for which Mr. Edison has shared voting and dispositive power and disclaims beneficial ownership beyond his pecuniary interest.
Phillips Edison & Company, Inc. director Devin Ignatius Murphy reported equity incentive activity tied to operating partnership units on February 4, 2026. Vested and earned 2,197.751 Class C Units were converted into an equal number of OP Units at $0 per unit. Murphy was also awarded 15,543 OP Units based on performance metrics under the 2023-2025 Performance-Based LTIP Units and received 1,150.726 vested Class B Units issued in lieu of cash dividends, all at $0 per unit. The filing also reports indirect OP Unit holdings of 378,487.819 through DJM Investments LLC and 64,000 through an LLC held by a family member's trust, for which Murphy disclaims beneficial ownership except to the extent of any pecuniary interest.
Phillips Edison & Company, Inc. (PECO) disclosed a Form 4 by its Chairman and CEO reporting a trust transfer dated 11/12/2025. The filing notes a transfer of non-voting units in Junebug Trust I, LLC representing 1,999,800 shares to the Jeffrey Edison Family Trust in exchange for a promissory note of equal value, for estate planning purposes. Junebug Trust I, LLC continues to own the shares and Mr. Edison continues to control Junebug Trust I, LLC.
The filing also explains that PECO OP limited partnership interests (OP Units) are exchangeable one-for-one for the company’s common stock or cash at fair market value, have no expiration date, and are not subject to vesting.