0000895417-20-000074.txt : 20200730 0000895417-20-000074.hdr.sgml : 20200730 20200730211748 ACCESSION NUMBER: 0000895417-20-000074 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20200728 FILED AS OF DATE: 20200730 DATE AS OF CHANGE: 20200730 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: 001-11718 FILM NUMBER: 201063358 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 LIFESTYLE PROPERTIES INC CENTRAL INDEX KEY: 0000895417 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 363857664 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: TWO N RIVERSIDE PLZ STREET 2: STE 800 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3122791400 MAIL ADDRESS: STREET 1: TWO N RIVERSIDE PLAZE CITY: CHICAGO STATE: IL ZIP: 60606 FORMER COMPANY: FORMER CONFORMED NAME: MANUFACTURED HOME COMMUNITIES INC DATE OF NAME CHANGE: 19940218 4 1 wf-form4_159615825237959.xml FORM 4 X0306 4 2020-07-28 0 0000895417 EQUITY LIFESTYLE PROPERTIES INC ELS 0001024193 ZELL SAMUEL C/O EQUITY LIFESTYLE PROPERTIES, INC. TWO NORTH RIVERSIDE PLAZA, SUITE 800 CHICAGO IL 60606 1 1 0 0 Chairman of the Board Common Stock, par value $.01 2020-07-28 4 A 0 1497 66.81 A 138879 D Common Stock, par value $.01 2020-07-28 4 A 0 46176 66.81 A 185055 D Common Stock, par value $.01 2020-07-28 4 A 0 112 66.81 A 185167 D Common Stock, par value $.01 4737786 I By Trust Common Stock, par value $.01 35548 I By Samstock/Alpha, L.L.C. Common Stock, par value $.01 1784000 I By Samstock, L.L.C. Common Stock, par value $.01 24012 I By Samstock/ZGPI, L.L.C. Common Stock, par value $.01 1176532 I By Samstock/SZRT, L.L.C. Common Stock, par value $.01 1610666 I By KMJZ Investments, L.L.C. Common Stock, par value $.01 35548 I By Samstock/ZFT, L.L.C. Common Stock, par value $.01 56000 I By Spouse Grant of restricted stock subject to vesting as follows: 1/3 on 1/28/21, 1/3 on 7/28/21, and 1/3 on 7/28/22 On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 68,691 additional shares of common stock. Grant of restricted stock subject to vesting as follows: 1/3 on 7/28/21, 1/3 on 7/28/22, and 1/3 on 7/28/23 Grant of restricted stock subject to vesting on 7/28/21 On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 2,368,893 additional shares of common stock. Includes 1,016,352 shares previously held directly by the reporting person. These shares of Common Stock are beneficially owned by Samuel Zell Revocable Trust ("Zell Trust"), the trustee of which is Mr. Zell. On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 17,774 additional shares of common stock. Samstock/Alpha, L.L.C., a Delaware limited liability company ("Samstock/Alpha") whose sole member is Alphabet Partners, an Illinois partnership. Alphabet Partners is owned by various trusts established for the benefit of Zell Family, the trustee of which is 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 the reported securities except to the extent, if any, of its or his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Zell is the beneficial owner of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 892,000 additional shares of common stock. Samstock, L.L.C., a Delaware limited liability company whose sole member is SZ Investments, L.L.C., a Delaware limited liability company ("SZ"). The managing member of SZ is Chai Trust. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 12,006 additional shares of common stock. Samstock/ZGPI, L.L.C., is a Delaware limited liability company whose sole member is Zell General Partnership, Inc. ("Zell GP"). Sam Investment Trust ("SIT") is the sole stockholder of Zell GP. Chai Trust is the trustee of SIT. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 588,266 additional shares of common stock. Samstock/SZRT,L.L.C is a Delaware limited liability company whose sole member is Zell Trust. Mr. Zell is the sole trustee and beneficiary of Zell Trust. On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 805,333 additional shares of common stock. KMJZ Investments, L.L.C., a Delaware limited liability company, ("KMJZ Investments") is owned by various trusts established for the benefit of Mr. Zell and members of his family (collectively, the "Zell Family"). The trustee of such trusts is Chai Trust Company, L.L.C., an Illinois limited liability company ("Chai Trust"). Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. Samstock/ZFT, L.L.C. is a Delaware limited liability company whose sole member is ZFT Partnership, and Illinois partnership. ZFT Partnership is owned by various trusts established for the benefit of the Zell Family, the trustee of which is Chai Trust. Mr. Zell is not an officer or director of Chai Trust and does not have voting or dispositive power over such shares. On October 15, 2019, the common stock of Equity LifeStyle Properties, Inc. split 2-for-1, resulting in the reporting person's acquisition of 28,000 additional shares of common stock. These shares of Common Stock are owned by the Helen Zell Revocable Trust ("HZRT"). Mr. Zell's spouse, Helen Zell, is the trustee of HZRT. Jennifer Krebs by Power of Attorney for Samuel Zell 2020-07-30