ESSEssex Property Trust
Essex Property Trust, Inc. (“Essex”), a Maryland corporation, is an S&P 500 company that operates as a self-administered and self-managed real estate investment trust (“REIT”). 10-K, Item 1
- Employees
- 1,689
- Headquarters
- San Mateo, CA
- CEO
- Angela L. Kleiman
- Next results
- around Feb 3, 2027
What ESS's directors and officers said they would sell, before they sold: trading plans the company reports each quarter, and the Form 144 notices sellers file on the day of a planned sale. Facts only; most of these sales are routine, such as selling shares from vesting stock awards.
Trading plans adopted or ended
4 plans still running: Barbara Pak, Rylan Burns, Anne Morrison, Amal Johnson.
| Insider | What | Date | Shares | Runs to | Reported in |
|---|---|---|---|---|---|
| Barbara Pak Executive Vice President and Chief Financial Officer |
Adopted 10b5-1 plan | Aug 27, 2026 | up to 22,907 | Aug 28, 2029 | 10-Q Oct 28, 2026 |
The company's descriptionOn August 27, 2026, Barbara Pak, Executive Vice President and Chief Financial Officer, entered into a "Rule 10b5-1 trading arrangement", as such item is defined in Item 408(a) of Regulation S-K, that provides for the potential exercise of stock options and associated sale of up to 22,907 shares of common stock. The plan will expire on August 28, 2029, subject to early termination for certain specified events as set forth in the plan. | |||||
| Rylan Burns Executive Vice President, Chief Investment Officer |
Adopted 10b5-1 plan | Feb 24, 2026 | up to 1,289 | Dec 31, 2027 | 10-Q Apr 29, 2026 |
The company's descriptionOn February 24, 2026, Rylan Burns, Executive Vice President, Chief Investment Officer, modified a previously adopted “Rule 10b5-1 trading arrangement”, as such item is defined in Item 408(a) of Regulation S-K, to extend its duration. The plan, which had an initial adoption date of May 22, 2025, provides for the potential exercise of stock options and associated sale of up to 1,289 shares of common stock and will expire on December 31, 2027, subject to early termination for certain specified events as set forth in the plan. | |||||
| Rylan Burns Executive Vice President, Chief Investment Officer |
Adopted 10b5-1 plan | May 22, 2025 | up to 1,289 | May 22, 2026 | 10-Q Jul 30, 2025 |
The company's descriptionOn May 22, 2025, Rylan Burns, Executive Vice President, Chief Investment Officer, entered into a “Rule 10b5-1 trading arrangement”, as such item is defined in Item 408(a) of Regulation S-K, that provides for the potential exercise of stock options and associated sale of up to 1,289 shares of common stock. The plan will expire on May 22, 2026, subject to early termination for certain specified events as set forth in the plan. | |||||
| Anne Morrison Executive Vice President, Chief Administrative Officer and General Counsel |
Adopted 10b5-1 plan | Mar 24, 2025 | up to 11,151 | Mar 25, 2027 | 10-Q Apr 30, 2025 |
The company's descriptionOn March 24, 2025, Anne Morrison, Executive Vice President, Chief Administrative Officer and General Counsel, entered into a “Rule 10b5-1 trading arrangement”, as such item is defined in Item 408(a) of Regulation S-K, that provides for the potential exercise of stock options and associated sale of up to 11,151 shares of common stock. The plan will expire on March 25, 2027, subject to early termination for certain specified events as set forth in the plan. | |||||
| Amal Johnson director |
Adopted 10b5-1 plan | Nov 18, 2024 | up to 15,258 | Nov 20, 2026 | 10-K Feb 21, 2025 |
The company's descriptionOn November 18, 2024, Amal Johnson, a director, modified a previously adopted “Rule 10b5-1 trading arrangement”, as such item is defined in Item 408(a) of Regulation S-K, that provides for the potential exercise of stock options and associated sale of up to 15,258 shares of common stock. The plan had an initial adoption date of February 8, 2024 and will expire on November 20, 2026, subject to early termination for certain specified events as set forth in the plan. | |||||
| Irving Lyons director |
Ended 10b5-1 plan | Sep 25, 2024 | up to 16,426 | Jun 10, 2021 | 10-Q Oct 30, 2024 |
| Barbara Pak Executive Vice President and Chief Financial Officer |
Adopted 10b5-1 plan | Aug 19, 2024 | up to 34,698 | Aug 19, 2026 | 10-Q Oct 30, 2024 |
The company's descriptionOn August 19, 2024, Barbara Pak, Executive Vice President and Chief Financial Officer, entered into a "Rule 10b5-1 trading arrangement", as such item is defined in Item 408(a) of Regulation S-K, that provides for the potential exercise of stock options and associated sale of up to 34,698 shares of common stock. The plan will expire on August 19, 2026, subject to early termination for certain specified events as set forth in the plan. | |||||
| Anne Morrison EVP, Chief Administrative Officer, General Counsel |
Adopted 10b5-1 plan | Mar 7, 2024 | up to 13,722 | 368 days | 10-Q May 1, 2024 |
The company's descriptionOn March 7, 2024, Anne Morrison, our EVP, Chief Administrative Officer, General Counsel, entered into a trading plan that provides the potential exercise of stock options and associated sale of up to 13,722 shares of common stock. The plan will expire on March 10, 2025, subject to early termination for certain specified events as set forth in the plan. | |||||
| Amal Johnson director |
Adopted 10b5-1 plan | Feb 8, 2024 | up to 25,009 | 376 days | 10-Q May 1, 2024 |
The company's descriptionOn February 8, 2024, Amal Johnson, a director, entered into a trading plan that provides for the potential exercise of stock options and associated sale of up to 25,009 shares of common stock. The plan will expire on February 18, 2025, subject to early termination for certain specified events as set forth in the plan. | |||||
From the XBRL of the company's 10-Qs and 10-Ks (Regulation S-K Item 408, reported since 2023): 15 filings checked since Apr 28, 2023.
Form 144 notices of planned sales
| Filed | Seller | Shares | Value | Shares came from | 10b5-1 plan | Form 4 sales after |
|---|---|---|---|---|---|---|
| May 27, 2026 | Kasaris Mary Director |
600 | $167,670 | Restricted Stock Vesting | none given | 600 shares from May 27, 2026 |
From the Form 144 XML filed with the SEC, since May 27, 2026. The value is the seller's estimate on the notice. "Form 4 sales after" matches the seller's Form 4 sales in the 30 days after the notice, by name; Form 4s go back 180 days.
Work on ESS in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/ESS/export.csv") into a cell.