Jeffrey Edison - 01 Mar 2026 Form 4 Insider Report for Phillips Edison & Company, Inc. (PECO)

Signature
/s/ Jennifer Robison, Attorney-in-Fact
Issuer symbol
PECO
Transactions as of
01 Mar 2026
Net transactions value
$0
Form type
4
Filing time
03 Mar 2026, 16:30:51 UTC
Previous filing
06 Feb 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Edison Jeffrey Chairman and CEO, Director 11501 NORTHLAKE DRIVE, CINCINNATI /s/ Jennifer Robison, Attorney-in-Fact 03 Mar 2026 0001548377

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction PECO Class B Units Award $0 +45,570 $0.000000 45,570 01 Mar 2026 Common Stock 45,570 Direct F1, F2, F3
transaction PECO Class B Units Options Exercise $0 -9,135 -100% $0.000000 0 01 Mar 2026 Common Stock 9,135 Direct F2, F4
transaction PECO Class B Units Options Exercise $0 -9,003 -50% $0.000000 9,003 01 Mar 2026 Common Stock 9,003 Direct F2, F4, F5
transaction PECO Class B Units Options Exercise $0 -10,782 -33% $0.000000 21,564 01 Mar 2026 Common Stock 10,782 Direct F2, F4, F6
transaction PECO Class B Units Options Exercise $0 -10,752 -25% $0.000000 32,259 01 Mar 2026 Common Stock 10,752 Direct F2, F4, F7
transaction PECO OP Units Options Exercise $0 +39,672 +44% $0.000000 129,227 01 Mar 2026 Common Stock 39,672 Direct F2, F4
transaction PECO Class B Units Options Exercise $0 -4,481 -100% $0.000000 0 01 Mar 2026 Common Stock 4,481 Direct F2, F8
transaction PECO OP Units Options Exercise $0 +4,481 +3.5% $0.000000 133,707 01 Mar 2026 Common Stock 4,481 Direct F2, F8
holding PECO OP Units 2,150,000 01 Mar 2026 Common Stock 2,150,000 By Sprinkles Trust LLC F2, F9
holding PECO OP Units 2,020,000 01 Mar 2026 Common Stock 2,020,000 By Junebug Trust I, LLC F2, F9
holding PECO OP Units 1,814,406 01 Mar 2026 Common Stock 1,814,406 By Jeffrey Edison Family Trust F2, F9
holding PECO OP Units 1,134,215 01 Mar 2026 Common Stock 1,134,215 By Edison Properties LLC F2, F9
holding PECO OP Units 458,893 01 Mar 2026 Common Stock 458,893 By Spouse's Family Trust F2, F9
holding PECO OP Units 431,233 01 Mar 2026 Common Stock 431,233 By Edison Family Trust F2, F9
holding PECO OP Units 330,667 01 Mar 2026 Common Stock 330,667 By Edison Ventures Trust F2, F9
holding PECO OP Units 276,927 01 Mar 2026 Common Stock 276,927 By Old 97, Inc F2, F9
holding PECO OP Units 211,266 01 Mar 2026 Common Stock 211,266 By Spouse's Trust F2, F9
holding PECO OP Units 60,583 01 Mar 2026 Common Stock 60,583 By Father's Trust F2, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents the grant of Class B Units of limited partnership interests ("Class B Units") in Phillips Edison Grocery Center Operating Partnership I, L.P., a Delaware limited partnership ("PECO OP"), under the Issuer's long term incentive plan. The Class B Units vest in four equal annual installments on the anniversary of the date of grant, subject to continued service. At issuance, the Class B Units do not have full parity with common units of limited partnership interest in PECO OP ("OP Units") with respect to liquidating distributions, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting and achieving full parity with OP Units, the Class B Units convert into an equal number of OP Units. The Class B Units have no expiration date.
F2 OP Units are exchangeable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of PECO OP, shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date and are not subject to vesting.
F3 Represents the grant of Class B Units that vest in four equal annual installments on the anniversary of the date of grant, subject to continued service with the Company.
F4 Represents the vesting of Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units were subject to vesting, and did not have full parity with OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Upon vesting, having previously achieved full parity with OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date.
F5 Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in full on March 1, 2027, subject to continued service with the Company.
F6 Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,782 units on March 1, 2027, and March 1, 2028, subject to continued service with the Company.
F7 Represents the total Class B Units that have the same grant date, vesting provisions and other terms. These Class B Units will vest in increments of 10,753 units on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service with the Company.
F8 Represents the conversion to OP Units of vested and earned Class B Units in PECO OP, previously issued as long term incentive compensation pursuant to the Issuer's equity based compensatory programs. At issuance, the Class B Units did not have full parity with the OP Units, but upon the occurrence of certain events described in PECO OP's partnership agreement, based upon capital account balance per unit, could over time achieve full parity with the OP Units for all purposes. Having achieved full parity with the OP Units, the Class B Units were converted into an equal number of OP Units. The Class B Units have no expiration date.
F9 Reflects total shares held by the entity, and as to which Mr. Edison has shared voting and dispositive power. Mr. Edison disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.