| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EQR | Common Shares Of Beneficial Interest | Sale | -$122K | -1.69K | -9.2% | $72.06 | 16.7K | Feb 6, 2025 | Direct | F1 |
| transaction | EQR | Common Shares Of Beneficial Interest | Sale | -$187K | -2.6K | -15.57% | $72.06 | 14.1K | Feb 6, 2025 | Direct | F1 |
| holding | EQR | Common Shares Of Beneficial Interest | 162 | Feb 5, 2025 | 401(k) Plan | F2 | |||||
| holding | EQR | Common Shares Of Beneficial Interest | 7.09K | Feb 5, 2025 | SERP Account | F3 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EQR | Non-qualified Stock Option (Right to Buy) | Award | $0 | +27.2K | $0.00 | 27.2K | Feb 5, 2025 | Common Shares Of Beneficial Interest | 27.2K | $71.93 | Direct | F4 | |
| transaction | EQR | Restricted Units | Award | $0 | +15.9K | $0.00 | 15.9K | Feb 5, 2025 | Common Shares Of Beneficial Interest | 15.9K | Direct | F5, F6, F7 |
| Id | Content |
|---|---|
| F1 | Represents the sale of shares for the payment of tax liability incurred upon the vesting of restricted shares. |
| F2 | 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 January 17, 2025. |
| F3 | Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. |
| F4 | Represents share options scheduled to vest in approximately three equal installments on February 5, 2026, February 5, 2027 and February 5, 2028. |
| F5 | On February 5, 2025, the reporting person received a grant of Series 2025B restricted limited partnership interests ("RUs") in ERP Operating Limited Partnership (the "OP"), the operating partnership of Equity Residential (the "Company"), in lieu of restricted shares of the Company as part of the Company's annual grant of long-term compensation. |
| F6 | RUs are a class of partnership interest that automatically convert into an equal number of limited partnership interests of the OP ("OP Units") when the capital account related to the RUs reaches a specified target for federal income tax purposes (provided such target is reached within ten years of issuance). Subject to the vesting requirements of the grant and certain other restrictions, OP Units are exchangeable by the holder for common shares of the Company on a one-for-one basis or the cash value of such shares, at the Company's option. The RUs reflected in this report also include any OP Units into which such RUs automatically convert. |
| F7 | The Restricted Units are scheduled to vest on February 5, 2028. |