| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EQR | Common Shares Of Beneficial Interest | Sale | -$813K | -11.2K | -16.04% | $72.52 | 58.7K | Aug 22, 2024 | Direct | F1, F2 |
| holding | EQR | Common Shares Of Beneficial Interest | 3.42K | Aug 22, 2024 | 401(k) Plan | F3 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
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).
| Id | Content |
|---|---|
| F1 | The price represents the weighted average price of the shares sold. The shares were sold within a range of $72.50 to $72.62. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| F2 | Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| F3 | Represents shares acquired through profit sharing contributions and dividend reinvestment activity in the reporting person's account with the Equity Residential Advantage 401(k) Retirement Savings Plan, a plan qualified under Section 401(k) of the Internal Revenue Code of 1986, as amended. Such shares represent acquisitions through July 16, 2024. |