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[8-K] Phillips Edison & Company, Inc. Reports Material Event

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

On 28 Jul 2025, Phillips Edison & Company, Inc. (PECO) filed a Form 8-K under Item 8.01 to alert investors that it has replaced the �Material U.S. Federal Income Tax Considerations� section contained in its 7 Feb 2025 Form S-3 shelf registration statement (File Nos. 333-284765 & 333-284765-01). The revised discussion is provided as Exhibit 99.1 to this current report and now governs the tax treatment of any securities issued off the shelf.

No financial metrics, acquisitions, or operational updates are included. Item 9.01 lists two exhibits: (i) the updated tax narrative and (ii) the cover-page iXBRL file. The filing is procedural, ensuring regulatory accuracy and investor clarity before PECO conducts future capital-market activity under its registration statement.

Il 28 luglio 2025, Phillips Edison & Company, Inc. (PECO) ha presentato un modulo 8-K ai sensi della voce 8.01 per informare gli investitori di aver sostituito la sezione �Considerazioni Materiali sul Reddito Federale USA� contenuta nella sua dichiarazione di registrazione su modulo S-3 del 7 febbraio 2025 (Numeri di file 333-284765 & 333-284765-01). La discussione aggiornata è fornita come Allegato 99.1 a questo rapporto attuale e ora regola il trattamento fiscale di qualsiasi titolo emesso dalla dichiarazione di registrazione.

Non sono inclusi indicatori finanziari, acquisizioni o aggiornamenti operativi. La voce 9.01 elenca due allegati: (i) la narrazione fiscale aggiornata e (ii) il file iXBRL della pagina di copertina. La presentazione è di natura procedurale, per garantire accuratezza normativa e chiarezza per gli investitori prima che PECO intraprenda future attività di mercato dei capitali sotto la sua dichiarazione di registrazione.

El 28 de julio de 2025, Phillips Edison & Company, Inc. (PECO) presentó un Formulario 8-K bajo el ítem 8.01 para alertar a los inversores que ha reemplazado la sección �Consideraciones Materiales sobre el Impuesto Federal sobre la Renta de EE.UU.� contenida en su declaración de registro en estantería Formulario S-3 del 7 de febrero de 2025 (Números de archivo 333-284765 & 333-284765-01). La discusión revisada se proporciona como el Anexo 99.1 a este informe actual y ahora rige el tratamiento fiscal de cualquier valor emitido desde la estantería.

No se incluyen métricas financieras, adquisiciones ni actualizaciones operativas. El ítem 9.01 enumera dos anexos: (i) la narrativa fiscal actualizada y (ii) el archivo iXBRL de la portada. La presentación es de carácter procedimental, asegurando precisión regulatoria y claridad para los inversores antes de que PECO realice futuras actividades en el mercado de capitales bajo su declaración de registro.

2025ë…� 7ì›� 28ì�, Phillips Edison & Company, Inc. (PECO)ëŠ� 항목 8.01ì—� ë”°ë¼ Form 8-Kë¥� 제출하여 2025ë…� 2ì›� 7ì¼ìž S-3 ì„ ë°˜ 등ë¡ì„�(Form Nos. 333-284765 ë°� 333-284765-01)ì—� í¬í•¨ë� â€�중요í•� 미국 ì—°ë°© 소ë“ì„� 고려사항â€� 섹션ì� êµì²´í–ˆìŒì� 투ìžìžì—ê²� 알렸습니ë‹�. 수정ë� ë‚´ìš©ì€ ë³� ë³´ê³ ì„œì˜ ë¶€ì†ì„œ 99.1ë¡� 제공ë˜ë©°, ì„ ë°˜ì—서 발행ë˜ëŠ” 모든 ì¦ê¶Œì� 세금 처리ë¥� 규정합니ë‹�.

재무 ì§€í‘�, ì¸ìˆ˜ ë˜ëŠ” ìš´ì˜ ì—…ë°ì´íЏëŠ� í¬í•¨ë˜ì–´ 있지 않습니다. 항목 9.01ì—는 ë‘� ê°œì˜ ë¶€ì†ì„œê°€ 명시ë˜ì–´ 있습니다: (i) ì—…ë°ì´íЏë� 세금 설명서와 (ii) 표지 iXBRL 파ì¼. ì´ë²ˆ ì œì¶œì€ ì ˆì°¨ì � 성격으로, PECOê°€ 등ë¡ì„œì— ë”°ë¼ í–¥í›„ ìžë³¸ì‹œìž¥ 활ë™ì� 수행하기 ì „ì— ê·œì œìƒì˜ 정확성과 투ìžìž� ëª…í™•ì„±ì„ í™•ë³´í•˜ê¸° 위한 것입니다.

Le 28 juillet 2025, Phillips Edison & Company, Inc. (PECO) a déposé un formulaire 8-K sous l’item 8.01 pour informer les investisseurs qu’elle a remplacé la section « Considérations Fiscales Fédérales Importantes aux États-Unis » contenue dans sa déclaration d’enregistrement sur étagère Formulaire S-3 du 7 février 2025 (numéros de dossier 333-284765 & 333-284765-01). La discussion révisée est fournie en tant qu’Exhibit 99.1 dans ce rapport actuel et régit désormais le traitement fiscal de tous titres émis depuis l’étagère.

Aucun indicateur financier, acquisition ou mise à jour opérationnelle n’est inclus. L’item 9.01 énumère deux annexes : (i) le texte fiscal mis à jour et (ii) le fichier iXBRL de la page de couverture. Le dépôt est de nature procédurale, garantissant la précision réglementaire et la clarté pour les investisseurs avant que PECO n’effectue de futures opérations sur les marchés des capitaux sous sa déclaration d’enregistrement.

Am 28. Juli 2025 reichte Phillips Edison & Company, Inc. (PECO) ein Formular 8-K unter Punkt 8.01 ein, um Investoren darüber zu informieren, dass der Abschnitt �Wesentliche US-Bundessteuerliche Überlegungen� in der am 7. Februar 2025 eingereichten S-3-Registrierungserklärung (Aktenzeichen 333-284765 & 333-284765-01) ersetzt wurde. Die überarbeitete Darstellung ist als Anlage 99.1 zu diesem aktuellen Bericht beigefügt und regelt nun die steuerliche Behandlung aller Wertpapiere, die aus dem Register heraus ausgegeben werden.

Es werden keine Finanzkennzahlen, Akquisitionen oder operative Updates enthalten. Punkt 9.01 listet zwei Anlagen auf: (i) die aktualisierte steuerliche Erläuterung und (ii) die iXBRL-Datei der Titelseite. Die Einreichung ist prozeduraler Natur, um regulatorische Genauigkeit und Klarheit für Investoren sicherzustellen, bevor PECO zukünftige Kapitalmarktaktivitäten unter seiner Registrierungserklärung durchführt.

Positive
  • None.
Negative
  • None.

Insights

TL;DR Neutral procedural 8-K: only updates tax disclosure tied to PECO’s shelf registration; no financial or operational impact.

Analysis: The company replaces its earlier tax opinion with a refreshed version, likely reflecting technical clarifications or recent IRS guidance. Because the Form S-3 enables future equity or debt issuance, accurate tax disclosure is legally essential. However, the document introduces no new financing terms, balance-sheet changes, or earnings data. From an investor standpoint, materiality is low: the update mitigates potential compliance risk but does not alter valuation, cash flows, or dividend prospects.

Il 28 luglio 2025, Phillips Edison & Company, Inc. (PECO) ha presentato un modulo 8-K ai sensi della voce 8.01 per informare gli investitori di aver sostituito la sezione �Considerazioni Materiali sul Reddito Federale USA� contenuta nella sua dichiarazione di registrazione su modulo S-3 del 7 febbraio 2025 (Numeri di file 333-284765 & 333-284765-01). La discussione aggiornata è fornita come Allegato 99.1 a questo rapporto attuale e ora regola il trattamento fiscale di qualsiasi titolo emesso dalla dichiarazione di registrazione.

Non sono inclusi indicatori finanziari, acquisizioni o aggiornamenti operativi. La voce 9.01 elenca due allegati: (i) la narrazione fiscale aggiornata e (ii) il file iXBRL della pagina di copertina. La presentazione è di natura procedurale, per garantire accuratezza normativa e chiarezza per gli investitori prima che PECO intraprenda future attività di mercato dei capitali sotto la sua dichiarazione di registrazione.

El 28 de julio de 2025, Phillips Edison & Company, Inc. (PECO) presentó un Formulario 8-K bajo el ítem 8.01 para alertar a los inversores que ha reemplazado la sección �Consideraciones Materiales sobre el Impuesto Federal sobre la Renta de EE.UU.� contenida en su declaración de registro en estantería Formulario S-3 del 7 de febrero de 2025 (Números de archivo 333-284765 & 333-284765-01). La discusión revisada se proporciona como el Anexo 99.1 a este informe actual y ahora rige el tratamiento fiscal de cualquier valor emitido desde la estantería.

No se incluyen métricas financieras, adquisiciones ni actualizaciones operativas. El ítem 9.01 enumera dos anexos: (i) la narrativa fiscal actualizada y (ii) el archivo iXBRL de la portada. La presentación es de carácter procedimental, asegurando precisión regulatoria y claridad para los inversores antes de que PECO realice futuras actividades en el mercado de capitales bajo su declaración de registro.

2025ë…� 7ì›� 28ì�, Phillips Edison & Company, Inc. (PECO)ëŠ� 항목 8.01ì—� ë”°ë¼ Form 8-Kë¥� 제출하여 2025ë…� 2ì›� 7ì¼ìž S-3 ì„ ë°˜ 등ë¡ì„�(Form Nos. 333-284765 ë°� 333-284765-01)ì—� í¬í•¨ë� â€�중요í•� 미국 ì—°ë°© 소ë“ì„� 고려사항â€� 섹션ì� êµì²´í–ˆìŒì� 투ìžìžì—ê²� 알렸습니ë‹�. 수정ë� ë‚´ìš©ì€ ë³� ë³´ê³ ì„œì˜ ë¶€ì†ì„œ 99.1ë¡� 제공ë˜ë©°, ì„ ë°˜ì—서 발행ë˜ëŠ” 모든 ì¦ê¶Œì� 세금 처리ë¥� 규정합니ë‹�.

재무 ì§€í‘�, ì¸ìˆ˜ ë˜ëŠ” ìš´ì˜ ì—…ë°ì´íЏëŠ� í¬í•¨ë˜ì–´ 있지 않습니다. 항목 9.01ì—는 ë‘� ê°œì˜ ë¶€ì†ì„œê°€ 명시ë˜ì–´ 있습니다: (i) ì—…ë°ì´íЏë� 세금 설명서와 (ii) 표지 iXBRL 파ì¼. ì´ë²ˆ ì œì¶œì€ ì ˆì°¨ì � 성격으로, PECOê°€ 등ë¡ì„œì— ë”°ë¼ í–¥í›„ ìžë³¸ì‹œìž¥ 활ë™ì� 수행하기 ì „ì— ê·œì œìƒì˜ 정확성과 투ìžìž� ëª…í™•ì„±ì„ í™•ë³´í•˜ê¸° 위한 것입니다.

Le 28 juillet 2025, Phillips Edison & Company, Inc. (PECO) a déposé un formulaire 8-K sous l’item 8.01 pour informer les investisseurs qu’elle a remplacé la section « Considérations Fiscales Fédérales Importantes aux États-Unis » contenue dans sa déclaration d’enregistrement sur étagère Formulaire S-3 du 7 février 2025 (numéros de dossier 333-284765 & 333-284765-01). La discussion révisée est fournie en tant qu’Exhibit 99.1 dans ce rapport actuel et régit désormais le traitement fiscal de tous titres émis depuis l’étagère.

Aucun indicateur financier, acquisition ou mise à jour opérationnelle n’est inclus. L’item 9.01 énumère deux annexes : (i) le texte fiscal mis à jour et (ii) le fichier iXBRL de la page de couverture. Le dépôt est de nature procédurale, garantissant la précision réglementaire et la clarté pour les investisseurs avant que PECO n’effectue de futures opérations sur les marchés des capitaux sous sa déclaration d’enregistrement.

Am 28. Juli 2025 reichte Phillips Edison & Company, Inc. (PECO) ein Formular 8-K unter Punkt 8.01 ein, um Investoren darüber zu informieren, dass der Abschnitt �Wesentliche US-Bundessteuerliche Überlegungen� in der am 7. Februar 2025 eingereichten S-3-Registrierungserklärung (Aktenzeichen 333-284765 & 333-284765-01) ersetzt wurde. Die überarbeitete Darstellung ist als Anlage 99.1 zu diesem aktuellen Bericht beigefügt und regelt nun die steuerliche Behandlung aller Wertpapiere, die aus dem Register heraus ausgegeben werden.

Es werden keine Finanzkennzahlen, Akquisitionen oder operative Updates enthalten. Punkt 9.01 listet zwei Anlagen auf: (i) die aktualisierte steuerliche Erläuterung und (ii) die iXBRL-Datei der Titelseite. Die Einreichung ist prozeduraler Natur, um regulatorische Genauigkeit und Klarheit für Investoren sicherzustellen, bevor PECO zukünftige Kapitalmarktaktivitäten unter seiner Registrierungserklärung durchführt.

000147620400014762042025-07-282025-07-28

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 28, 2025

pecohorizontallogobluea26.jpg
Phillips Edison & Company, Inc.
(Exact name of registrant as specified in its charter)


Maryland001-4059427-1106076
(State or other jurisdiction
of incorporation)
(Commission File Number)(IRS Employer
Identification No.)
11501 Northlake Drive
Cincinnati, Ohio
45249
(Address of principal executive offices)(Zip Code)
(513) 554-1110
(Registrant’s telephone number, including area code)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the Registrant under any of the following provisions:
     Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
      Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
     Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
      Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock
$0.01 par value per share
PECOThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.



Item 8.01 Other Events.
On February 7, 2025, Phillips Edison & Company, Inc. and Phillips Edison Grocery Center Operating Partnership I, L.P. filed with the Securities and Exchange Commission a Registration Statement on Form S-3 (File Nos. 333-284765 and 333-284765-01) (the “Registration Statement”). The discussion under the heading “Material U.S. Federal Income Tax Considerations” in Exhibit 99.1 hereto (incorporated herein by reference) supersedes and replaces the discussion under the heading “Material U.S. Federal Income Tax Considerations” in the prospectus, dated February 7, 2025, which forms part of the Registration Statement.

Item  9.01   Financial Statements and Exhibits.
(d) Exhibits.
Exhibit NumberDescription of Exhibit
99.1
Material U.S. Federal Income Tax Considerations
104Cover Page Interactive Data File (formatted as inline XBRL)




SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. 
   
 PHILLIPS EDISON & COMPANY, INC.
   
Dated: July 28, 2025By:/s/ Jennifer L. Robison
  Jennifer L. Robison
  Chief Accounting Officer and Senior Vice President
(Principal Accounting Officer)



Phillips Edison & Company, Inc.

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