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.
Phillips Edison & Company filings document the financial reporting, capital structure and governance of a retail real estate company focused on grocery-anchored shopping centers. Its Form 8-K filings frequently furnish quarterly and annual results, supplemental disclosures, business-performance commentary, earnings guidance, and Regulation FD materials tied to its REIT operating metrics.
PECO’s regulatory record also covers dividend and distribution approvals for common stockholders and operating partnership unit holders, public debt activity through Phillips Edison Grocery Center Operating Partnership I, L.P., senior unsecured note guarantees, restrictive covenant disclosures, and proxy matters including shareholder voting, board governance and executive compensation.
Phillips Edison & Company, Inc. announced a Third Amendment to its Amended Credit Agreement that removes the credit spread adjustment to the Secured Overnight Financing Rate and adds specified sustainability key performance indicators (KPIs) that can trigger adjustments to the interest rate margin based on the Company’s performance against those KPIs. The amendment leaves all other terms unchanged. Separately, the Board approved increased monthly distributions of $0.1083 per share for September and October 2025, payable on or about October 1, 2025 and November 4, 2025, respectively; operating partnership units receive distributions at the same rate subject to withholding. A press release is filed as Exhibit 99.1.
On 28 Jul 2025, Phillips Edison & Company, Inc. (PECO) filed a Form 8-K under Item 8.01 to alert investors that it has replaced the “Material U.S. Federal Income Tax Considerations” section contained in its 7 Feb 2025 Form S-3 shelf registration statement (File Nos. 333-284765 & 333-284765-01). The revised discussion is provided as Exhibit 99.1 to this current report and now governs the tax treatment of any securities issued off the shelf.
No financial metrics, acquisitions, or operational updates are included. Item 9.01 lists two exhibits: (i) the updated tax narrative and (ii) the cover-page iXBRL file. The filing is procedural, ensuring regulatory accuracy and investor clarity before PECO conducts future capital-market activity under its registration statement.