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Phillips Edison & Company, Inc. — Investor Relations & Filings

Ticker · PECO ISIN · US71844V2016 LEI · 549300JPN4YHYPXTJQ85 US Real estate activities
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Filings indexed 972 across all filing types
Latest filing 2021-11-04 Regulatory Filings
Country US United States of America
Listing US PECO

About Phillips Edison & Company, Inc.

https://www.phillipsedison.com/

Phillips Edison & Company, Inc. (PECO) is a real estate investment trust that owns and operates a national portfolio of grocery-anchored shopping centers. The company focuses on necessity-based neighborhood centers in strong demographic markets, featuring a mix of national and regional retailers. As a fully integrated real estate company, PECO manages its properties through an in-house platform that provides leasing, property management, acquisition, and disposition services. The firm aims to create omni-channel shopping experiences that serve local communities, referring to its tenants as "Neighbors" to reflect its community-centric approach.

Recent filings

Filing Released Lang Actions
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The text references a press release announcing quarterly results for the quarter ended September 30, 2021, and a supplemental disclosure for the third quarter 2021. It also mentions a conference call and webcast for discussing the second quarter results and an IPO. The document itself does not contain detailed financial statements or comprehensive financial analysis but rather announces the results and provides references to exhibits (press release and supplemental disclosure). The document length is 4395 characters, which is relatively short and consistent with an announcement rather than a full financial report. According to the rules, such a document that announces results and references exhibits but does not contain the full financial data should be classified as a Regulatory Filing (RNS), as it does not meet the criteria for an Interim/Quarterly Report (IR) or Earnings Release (ER) since it is a Form 8-K current report with attached press release and supplemental disclosure. Therefore, the best classification is Regulatory Filings (RNS).
2021-11-04 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated October 6, 2021, by Phillips Edison & Company, Inc. It reports the completion of an underwritten public offering of $350 million aggregate principal amount of 2.625% Senior Notes due 2031. The document details the terms of the notes, the indenture, redemption provisions, and events of default. It also includes exhibits such as the indenture and legal opinions. The content focuses on a financing transaction and the creation of a direct financial obligation. There is no financial statement or earnings data presented, nor is it an annual or quarterly report. The primary subject is a capital raising event and related debt issuance. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length (9399 characters) and detailed content support this classification with high confidence.
2021-10-06 English
8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated September 29, 2021. It announces the execution of an Underwriting Agreement for a public offering of $350 million senior notes by Phillips Edison Grocery Center Operating Partners I, L.P., guaranteed by Phillips Edison & Company, Inc. The document details the terms of the notes, pricing, interest rate, maturity, and intended use of proceeds. It also references the filing of related prospectus supplements and registration statements. The content focuses on a financing transaction and capital raising activity. There are no financial statements or comprehensive financial performance data presented, nor is this an earnings release or annual/interim report. The primary purpose is to update on a capital market transaction. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length is about 4898 characters, sufficient to contain substantive details of the financing event, not merely an announcement of a report publication or a regulatory filing of a certification or attestation. Hence, CAP is the best fit with high confidence.
2021-10-04 English
424B5
Capital/Financing Update Classification · 100% confidence The document is a detailed prospectus supplement and prospectus for a $350 million senior notes offering by Phillips Edison Grocery Center Operating Partnership I, L.P., guaranteed by Phillips Edison & Company, Inc. It includes detailed terms of the debt offering, risk factors, use of proceeds, underwriting details, and legal matters. The document is filed pursuant to Rule 424(b)(5), which is a SEC rule related to prospectus supplements for securities offerings. This is a capital markets financing document describing a debt issuance and related offering details, not a financial report, earnings release, or management discussion. It is not an announcement of a report but the actual offering document. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length and detail confirm it is not a brief announcement or regulatory filing. Confidence is high due to the clear nature of the document as a bond offering prospectus supplement.
2021-10-01 English
FWP
Capital/Financing Update Classification · 100% confidence The document is titled 'Issuer Free Writing Prospectus' and is filed pursuant to Rule 433, relating to a preliminary prospectus supplement and prospectus for a $350 million senior notes offering. It contains detailed terms of a debt issuance including interest rate, maturity, redemption terms, ratings, and settlement details. This is a disclosure related to a capital raising activity, specifically a debt financing. It is not an annual or interim report, earnings release, or management discussion. It is not a regulatory filing about governance, legal proceedings, or voting results. The document is a detailed pricing term sheet and prospectus supplement related to a financing transaction. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length and content confirm it is the actual disclosure, not just an announcement of a report, so it is not RPA or RNS.
2021-09-29 English
424B5
Capital/Financing Update Classification · 100% confidence The document is a preliminary prospectus supplement filed pursuant to Rule 424(b)(5) related to a senior notes offering by Phillips Edison Grocery Center Operating Partnership I, L.P. It includes detailed information about the terms of the debt offering, redemption rights, underwriting, risk factors, and legal matters. The document is a formal securities offering prospectus supplement and accompanying prospectus, which is a type of capital raising document. It is not an annual report, earnings release, management discussion, or any other type of report. The document is clearly related to financing activities and capital structure changes, specifically a bond offering. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length and content confirm it is the actual offering document, not just an announcement or a brief summary.
2021-09-29 English

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