Phillips Edison & Company, Inc.
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Lisa C. McClainHouse · R · MI |
PECOPhillips Edison & Company, Inc. · Stock |
Sale $1,001 - $15,000 |
Sep 12, 2025 | Aug 4, 2025 | Filing ↗ |
Lisa C. McClainHouse · R · MI |
PECOPhillips Edison & Company, Inc. · Stock |
Purchase $1,001 - $15,000 |
Aug 13, 2025 | Jul 16, 2025 | Filing ↗ |
Daniel S. GoldmanHouse · D · NY |
PECOPhillips Edison & Company, Inc. · Stock |
Sale $15,001 - $50,000 |
Aug 13, 2023 | Jul 12, 2023 | Filing ↗ |
Whale Activity
- Increased5
- New1
- Held0
- Decreased2
- Closed1
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 23.3M | $970.1M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.4M | $599.3M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $238.4M | increased |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2.0M | $83.5M | — |
| RENAISSANCE TECHNOLOGIES LLC | 681.4K | $28.4M | increased |
| MILLENNIUM MANAGEMENT LLC | 231.9K | $9.7M | increased |
| Point72 Asset Management, L.P. | 36.2K | $1.5M | decreased |
| D. E. Shaw & Co., Inc. | 12.0K | $501K | decreased |
| TWO SIGMA INVESTMENTS, LP | 11.7K | $486K | new |
| Citadel Advisors LLC | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Terry Anthony EDirector | Grant / award | +2,901 | $0.00 | $0 | May 12, 2026 | Form 4 ↗ |
| Silfen JaneDirector | Grant / award | +2,901 | $0.00 | $0 | May 12, 2026 | Form 4 ↗ |
| Fischer ElizabethDirector | Grant / award | +2,901 | $0.00 | $0 | May 12, 2026 | Form 4 ↗ |
| Strong John A.Director | Grant / award | +2,901 | $0.00 | $0 | May 12, 2026 | Form 4 ↗ |
| Wood Gregory S.Director | Grant / award | +2,901 | $0.00 | $0 | May 12, 2026 | Form 4 ↗ |
| CHAO LESLIE TDirector | Grant / award | +2,901 | $0.00 | $0 | May 12, 2026 | Form 4 ↗ |
| QUAZZO STEPHEN RDirector | Grant / award | +2,901 | $0.00 | $0 | May 12, 2026 | Form 4 ↗ |
| Schlosser JosephEVP, Chief Operating Officer | Tax withholding | −633 | $39.28 | $25K | Mar 1, 2026 | Form 4 ↗ |
| Robison Jennifer LChief Accounting Officer & SVP | Tax withholding | −891 | $39.28 | $35K | Mar 1, 2026 | Form 4 ↗ |
| Robison Jennifer LChief Accounting Officer & SVP | Grant / award | +3,564 | $0.00 | $0 | Mar 1, 2026 | Form 4 ↗ |
| Schlosser JosephEVP, Chief Operating Officer | Tax withholding | −168 | $37.22 | $6K | Feb 4, 2026 | Form 4 ↗ |
| Schlosser JosephEVP, Chief Operating Officer | Grant / award | +1,018 | $0.00 | $0 | Feb 4, 2026 | Form 4 ↗ |
| Robison Jennifer LChief Accounting Officer & SVP | Tax withholding | −252 | $37.22 | $9K | Feb 4, 2026 | Form 4 ↗ |
| Robison Jennifer LChief Accounting Officer & SVP | Grant / award | +1,522 | $0.00 | $0 | Feb 4, 2026 | Form 4 ↗ |
| Schlosser JosephEVP, Chief Operating Officer | Tax withholding | −314 | $35.57 | $11K | Dec 31, 2025 | Form 4 ↗ |
| Robison Jennifer LChief Accounting Officer & SVP | Tax withholding | −470 | $35.57 | $17K | Dec 31, 2025 | Form 4 ↗ |
| Fischer ElizabethDirector | Grant / award | +3,290 | $0.00 | $0 | May 1, 2025 | Form 4 ↗ |
| CHAO LESLIE TDirector | Grant / award | +3,290 | $0.00 | $0 | May 1, 2025 | Form 4 ↗ |
| QUAZZO STEPHEN RDirector | Grant / award | +3,290 | $0.00 | $0 | May 1, 2025 | Form 4 ↗ |
| Silfen JaneDirector | Grant / award | +3,290 | $0.00 | $0 | May 1, 2025 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 7.6M | $315.9M | 0.28% | Jun 30, 2026 |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 4.8M | $203.6M | 0.28% | Jul 31, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4.0M | $166.3M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 3.3M | $137.6M | 0.17% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2.9M | $120.3M | 0.06% | Jun 30, 2026 |
| VANGUARD EXPLORER FUND | 2.1M | $89.1M | 0.40% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1.4M | $60.1M | 0.18% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.4M | $60.0M | 0.06% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF iShares Trust | 1.2M | $50.2M | 0.35% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1.2M | $48.1M | 0.28% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list PECO's shares (CUSIP 71844V201), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Corporate Lobbying
No lobbying filings found naming Phillips Edison & Company, Inc. as the client.
Government Contracts
No federal contract awards found for Phillips Edison & Company, Inc..
U.S. Patents
No USPTO patent applications found for Phillips Edison & Company, Inc..
Annual Financials
No annual XBRL figures on record for PECO. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in PECO's price history.
Material Events (8-K)
- 8-K · Items 7.01, 8.01, 9.01Reg FD disclosure · Other eventsOct 2, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureSep 1, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsAug 10, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureAug 5, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureJul 23, 2026
EDGAR ↗ - 8-K · Items 5.07, 7.01, 9.01Shareholder vote · Reg FD disclosureMay 12, 2026
EDGAR ↗


