0001127602-20-009116.txt : 20200303
0001127602-20-009116.hdr.sgml : 20200303
20200303171227
ACCESSION NUMBER: 0001127602-20-009116
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20200228
FILED AS OF DATE: 20200303
DATE AS OF CHANGE: 20200303
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: ZELL SAMUEL
CENTRAL INDEX KEY: 0001024193
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-12252
FILM NUMBER: 20683667
MAIL ADDRESS:
STREET 1: TWO N RIVERSIDE PLAZA
STREET 2: SUITE 600
CITY: CHICAGO
STATE: IL
ZIP: 60606
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: EQUITY RESIDENTIAL
CENTRAL INDEX KEY: 0000906107
STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798]
IRS NUMBER: 363877868
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: EQUITY RESIDENTIAL
STREET 2: TWO NORTH RIVERSIDE PLAZA, SUITE 400
CITY: CHICAGO
STATE: IL
ZIP: 60606
BUSINESS PHONE: 3129281178
MAIL ADDRESS:
STREET 1: TWO NORTH RIVERSIDE PLAZA
STREET 2: SUITE 400
CITY: CHICAGO
STATE: IL
ZIP: 60606
FORMER COMPANY:
FORMER CONFORMED NAME: EQUITY RESIDENTIAL PROPERTIES TRUST
DATE OF NAME CHANGE: 19930524
4
1
form4.xml
PRIMARY DOCUMENT
X0306
4
2020-02-28
0000906107
EQUITY RESIDENTIAL
EQR
0001024193
ZELL SAMUEL
TWO NORTH RIVERSIDE PLAZA, SUITE 600
CHICAGO
IL
60606
1
1
Chairman of the Board
Common Shares Of Beneficial Interest
2020-02-28
4
A
0
1566
63.84
A
165032
D
Common Shares Of Beneficial Interest
600
I
By Spouse, Trustee for Helen Zell Revocable Trust
Common Shares Of Beneficial Interest
1206968
I
Samstock, L.L.C.
Common Shares Of Beneficial Interest
2730294
I
Samuel Zell Revocable Trust
Common Shares Of Beneficial Interest
694344
I
SERP Account
Common Shares Of Beneficial Interest
1246
I
SZ JoAnn Trust
Common Shares Of Beneficial Interest
1246
I
SZ Kellie Trust
Common Shares Of Beneficial Interest
1246
I
SZ Matthew Trust
Common Shares Of Beneficial Interest
154480
I
Zell Family Foundation
Represents shares acquired through Equity Residential's Employee Share Purchase Plan.
Shares reported herein are beneficially owned by the Helen Zell Revocable Trust ("HZRT"). Mr. Zell's spouse, Helen Zell, is the trustee of HZRT. Mr. Zell disclaims beneficial ownership of the shares reported as beneficially owned by him except to the extent of any pecuniary interest therein.
Shares reported herein are beneficially owned by Samstock, L.L.C. ("Samstock"). The sole member of Samstock is SZ Investments, L.L.C. ("SZ"). The managing member of SZ is Chai Trust Company, LLC ("Chai Trust"). Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
Shares reported herein are owned by the Samuel Zell Revocable Trust. Mr. Zell is sole trustee and beneficiary of the Samuel Zell Revocable Trust, and, as such, he may be deemed the beneficial owner of the shares reported herein.
Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan, for the benefit of the reporting person, and includes shares acquired through dividend reinvestments.
Shares reported herein are beneficially owned by the SZ JoAnn Trust ("SZJT"), of which Chai Trust Company, LLC ("Chai Trust") is the trustee. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
Shares reported herein are beneficially owned by the SZ Kellie Trust ("SZKT"), of which Chai Trust Company, LLC ("Chai Trust") is the trustee. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
Shares reported herein are beneficially owned by the SZ Matthew Trust ("SZMT"), of which Chai Trust Company, LLC ("Chai Trust") is the trustee. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Mr. Zell disclaims beneficial ownership of such shares except to the extent of any pecuniary interest therein.
Shares reported herein are beneficially owned by the Zell Family Foundation ("Foundation"). Mr. Zell is a director of the Foundation; however, Mr. Zell does not have voting or dispositive power over such shares, or any pecuniary interest therein, and therefore disclaims beneficial ownership of such shares.
/s/ Samantha Thompson, Attorney-in-fact
2020-03-03