0000895417-23-000035.txt : 20230427 0000895417-23-000035.hdr.sgml : 20230427 20230427181018 ACCESSION NUMBER: 0000895417-23-000035 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230425 FILED AS OF DATE: 20230427 DATE AS OF CHANGE: 20230427 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: 23859047 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_168263339914028.xml FORM 4 X0407 4 2023-04-25 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 0 Common Stock, par value $.01 2023-04-25 4 A 0 1470 68.01 A 86895 D Common Stock, par value $.01 2023-04-25 4 A 0 45361 68.01 A 132256 D Common Stock, par value $.01 2023-04-25 4 A 0 110 68.01 A 132366 D Common Stock, par value $.01 56000 I By Spouse Common Stock, par value $.01 1200544 I By Samstock/SZRT, L.L.C. Common Stock, par value $.01 4924017 I By Trust Common Stock, par value $.01 1056384 I By Samstock, L.L.C. Common Stock, par value $.01 35548 I By Samstock/Alpha, L.L.C. Common Stock, par value $.01 1610666 I By KMJZ Investments, L.L.C. Common Stock, par value $.01 1428 I By ZFT Kellie Trust Common Stock, par value $.01 1428 I By ZFT Matthew Trust Common Stock, par value $.01 1428 I By ZFT JoAnn Trust Common Stock, par value $.01 50880 I By ZFT Grandchildren Trust Grant of restricted stock subject to vesting as follows: 1/3 on 10/25/23, 1/3 on 4/25/24, and 1/3 on 4/25/25 Grant of restricted stock subject to vesting as follows: 1/3 on 4/25/24, 1/3 on 4/25/25, and 1/3 on 4/24/26 Grant of restricted stock subject to vesting on 4/25/24 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, (the "Exchange Act") or for any other purpose. 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. 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. These shares of Common Stock are beneficially owned by Samuel Zell Revocable Trust ("Zell Trust"), the trustee of which is Mr. Zell. Samstock, L.L.C. a Delaware limited liability company "Samstock") whose sole member is SZ Investments, L.L.C., a Delaware limited liability company ("SZ"). The managing member of SZ 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/Alpha, L.L.C. is 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 such trusts 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. KMJZ Investments, L.L.C., a Delaware limited liability company, ("KMJZ Investments") is owned by various trusts established for the benefit of the Zell Family. The trustee of such trusts 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. ZFT Kellie Trust, ZFT Matthew Trust, ZFT JoAnn Trust and ZFT Grandchildren Trust (collectively, the "ZFT Trusts") are trusts established for the benefit of Mr. Zell and members of his family (the "Zell Family"). The trustee of each of the ZFT Trusts is Chai Trust. Mr. Zell is not an officer of director of Chai Trust and does not have voting or dispositive power over such shares. Jennifer Krebs by Power of Attorney for Samuel Zell 2023-04-27