Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Education Realty Trust, Inc.EDR · Entity 163488 | Director | September 20, 2018 | September 20, 2018 |
| HEALTHPEAK PROPERTIES, INC.DOC · Entity 3364 | Director | May 29, 2026 | June 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Education Realty Trust, Inc.
Report date September 20, 2018 · Filed September 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-09-20 transaction · row 1
1 source rowRow 1 · 2018-09-20 · Disposition to issuer · Disposed 5,628 · Balance 0 F1: Disposed of each outstanding share of common stock, $0.01 par value per share, pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 25, 2018, by and among Education Realty Trust, Inc. (the "Company"), Education Realty Operating Partnership, LP (the "Operating Partnership"), University Towers Operating Partnership, LP, Education Realty OP GP, Inc., University Towers OP GP, LLC, GSHGIF LTP, LP, GSHGIF REIT ("REIT Merger Sub"), GSHGIF Acquisition LP ("OP Merger Sub") and GSHGIF DownREIT LP, in exchange for a cash payment of $41.50 per share, without interest, at the effective time of the merger of the Company with and into REIT Merger Sub on September 20, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of each outstanding share of common stock, $0.01 par value per share, pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 25, 2018, by and among Education Realty Trust, Inc. (the "Company"), Education Realty Operating Partnership, LP (the "Operating Partnership"), University Towers Operating Partnership, LP, Education Realty OP GP, Inc., University Towers OP GP, LLC, GSHGIF LTP, LP, GSHGIF REIT ("REIT Merger Sub"), GSHGIF Acquisition LP ("OP Merger Sub") and GSHGIF DownREIT LP, in exchange for a cash payment of $41.50 per share, without interest, at the effective time of the merger of the Company with and into REIT Merger Sub on September 20, 2018.
HEALTHPEAK PROPERTIES, INC.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 829,975 |
Ending reported balance
After 2026-05-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-29 · Grant · Acquired 1,385 · Balance 830,053 F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). Row 2 · 2026-05-29 · Tax withholding · Disposed 78 · Balance 829,975 F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. |
| Common StockSEC Table I · non-derivative | IndirectBy Child 7 | 58 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 58 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP").
F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Physicians Realty Trust
Report date March 01, 2024 · Filed March 01, 2024
Section 16 reporting ended · disclosed 2024-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares, $0.01 par valueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-03-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-03-01 · Exercise / conversion · Acquired 259,067 · Balance 955,938 F1: Each restricted stock unit represents the right to receive one share of the Issuer's common shares. Represents vesting of the time-based restricted stock units on March 1, 2024 pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement") dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak Properties, Inc. ("Healthpeak"), DOC DR Holdco, LLC and DOC DR LLC. The Issuer merged with and into DOC DR Holdco, LLC on March 1, 2024. Row 2 · 2024-03-01 · Exercise / conversion · Acquired 244,932 · Balance 1,200,870 F2: Represents vesting of the 2022 Performance Based Restricted Share Units granted on March 1, 2022 under the Issuer's Equity Incentive Plan (the "Plan"). The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak, DOC DR Holdco, LLC and DOC DR LLC. Pursuant to the terms of the Merger Agreement, the Reporting Person received 244,932 common shares upon vesting, 300% of the target shares. Row 3 · 2024-03-01 · Exercise / conversion · Acquired 281,022 · Balance 1,481,892 F3: Represents vesting of the 2023 Performance Based Restricted Share Units granted on March 1, 2023 under the the Plan. Pursuant to the terms of the Merger Agreement, the Reporting Person received 281,022 common shares upon vesting, 300% of the target shares. Row 4 · 2024-03-01 · Tax withholding · Disposed 261,450 · Balance 1,220,442 Row 5 · 2024-03-01 · Disposition to issuer · Disposed 1,220,442 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-03-01 · Disposition to issuer · Disposed 5,217 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2024-03-01 · Disposition to issuer · Disposed 434 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2024-03-01 · Disposition to issuer · Disposed 217 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2024-03-01 · Disposition to issuer · Disposed 217 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2024-03-01 · Disposition to issuer · Disposed 87 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2024-03-01 · Disposition to issuer · Disposed 87 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2024-03-01 · Disposition to issuer · Disposed 87 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| 2020 Restricted Share Unit GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-03-01 · Exercise / conversion · Disposed 259,067 · Balance 0 F5: On March 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement. |
| 2022 Performance Based Restricted Share Unit GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-03-01 · Exercise / conversion · Disposed 81,644 · Balance 0 F6: On March 1, 2022, the Reporting Person was granted 81,644 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 244,932 common shares upon vesting. |
| 2023 Performance Based Restricted Share Unit GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2024-03-01 · Exercise / conversion · Disposed 93,674 · Balance 0 F7: On March 1, 2023, the Reporting Person was granted 93,674 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 281,022 common shares upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one share of the Issuer's common shares. Represents vesting of the time-based restricted stock units on March 1, 2024 pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement") dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak Properties, Inc. ("Healthpeak"), DOC DR Holdco, LLC and DOC DR LLC. The Issuer merged with and into DOC DR Holdco, LLC on March 1, 2024.
F2: Represents vesting of the 2022 Performance Based Restricted Share Units granted on March 1, 2022 under the Issuer's Equity Incentive Plan (the "Plan"). The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak, DOC DR Holdco, LLC and DOC DR LLC. Pursuant to the terms of the Merger Agreement, the Reporting Person received 244,932 common shares upon vesting, 300% of the target shares.
F3: Represents vesting of the 2023 Performance Based Restricted Share Units granted on March 1, 2023 under the the Plan. Pursuant to the terms of the Merger Agreement, the Reporting Person received 281,022 common shares upon vesting, 300% of the target shares.
F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest.
F5: On March 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement.
F6: On March 1, 2022, the Reporting Person was granted 81,644 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 244,932 common shares upon vesting.
F7: On March 1, 2023, the Reporting Person was granted 93,674 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 281,022 common shares upon vesting.
WELLTOWER INC.
Report date July 25, 2012 · Filed July 27, 2012
Section 16 reporting ended · disclosed 2012-07-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,575 |
Reported balance
After 2012-07-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2012-07-25 · Tax withholding · Disposed 3,574 · Balance 38,575 |
| Common StockSEC Table I · non-derivative | Direct | 15,136 |
Reported balance
After 2012-07-25 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2012-07-25 · Disposition to issuer · Disposed 23,439 · Balance 15,136 F1: Forfeiture of 23,439 shares of common stock in connection with Mr. Thomas' termination of employment on July 25, 2012. 2,712 performance shares also were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this form and, accordingly, are not reported separately herein. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.29 · Expires 2020-01-28 | Direct | 14,266 |
Reported balance
After 2012-07-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2012-07-25 · Disposition to issuer · Disposed 9,510 · Balance 14,266 F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. 4,755 options vested on July 25, 2012, 9,511 options previously vested and the remaining 9,510 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.17 · Expires 2021-01-27 | Direct | 7,891 |
Reported balance
After 2012-07-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2012-07-25 · Disposition to issuer · Disposed 11,835 · Balance 7,891 F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F4: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. 3,945 options vested on July 25, 2012, 3,946 options previously vested and the remaining 11,835 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.33 · Expires 2022-01-26 | Direct | 4,456 |
Reported balance
After 2012-07-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2012-07-25 · Disposition to issuer · Disposed 17,824 · Balance 4,456 F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. 4,456 options vested on July 25, 2012 and the remaining 17,824 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-01-31 | Direct | 0 |
Reported balance
After 2012-07-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2012-07-25 · Disposition to issuer · Disposed 13,082 · Balance 0 F6: 17,443 deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeiture of 23,439 shares of common stock in connection with Mr. Thomas' termination of employment on July 25, 2012. 2,712 performance shares also were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this form and, accordingly, are not reported separately herein.
F2: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. 4,755 options vested on July 25, 2012, 9,511 options previously vested and the remaining 9,510 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013.
F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price.
F4: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. 3,945 options vested on July 25, 2012, 3,946 options previously vested and the remaining 11,835 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013.
F5: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. 4,456 options vested on July 25, 2012 and the remaining 17,824 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013.
F6: 17,443 deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 29, 2026 Filed Jun 2, 2026 21:25 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | Tax withholdingCommon Stock | 78 | $19.15 | $1,493.70 |
DisclosureSEC source: 0001454164-26-000004 · wk-form4_1780435530.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 829,975 F2 · shares: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 21:25 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantCommon Stock | 1,385 | $15.46 | $21,414.18 |
DisclosureSEC source: 0001454164-26-000004 · wk-form4_1780435530.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 830,053 F1 · shares: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 21:28 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | Tax withholdingCommon Stock | 6,454 | $16.85 | $108,749.90 |
DisclosureSEC source: 0001454164-26-000002 · wk-form4_1770758929.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 828,668 F2 · shares: This forfeiture of shares to satisfy applicable tax withholding does not constitute a sale transaction. Pursuant to the award agreement, shares are required to be forfeited to satisfy applicable tax withholding in connection with the vesting of restricted stock units granted on February 7, 2025. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 21:28 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantCommon Stock | 23,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001454164-26-000002 · wk-form4_1770758929.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 835,122 F1 · shares: Restricted stock units vest in full on the anniversary of the February 6, 2026 grant date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:39 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | Tax withholdingCommon Stock | 81 | $18.26 | $1,479.06 |
DisclosureSEC source: 0001454164-25-000003 · wk-form4_1764711584.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 811,383 F2 · shares: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:39 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantCommon Stock | 1,448 | $14.80 | $21,428.23 |
DisclosureSEC source: 0001454164-25-000003 · wk-form4_1764711584.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 811,464 F1 · shares: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). Read SEC document |
| August 06, 2025 Filed Aug 6, 2025 19:09 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | PurchaseCommon Stock | 1,450 | $17.06 | $24,729.75 |
DisclosureSEC source: 0000765880-25-000008 · wk-form4_1754507358.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810,016 Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 23:25 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-036781 · wk-form4_1753917911.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 808,566 F1 · ownership.direct: Report no longer includes indirect ownership of shares held by reporting person's adult children (previously reported as Child 1, Child 2, Child 3, Child 4, Child 5 and Child 6). These adult children are no longer part of reporting person's household. Read SEC document |
| April 28, 2025 Filed Apr 28, 2025 21:56 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | PurchaseCommon Stock | 4,200 | $17.84 | $74,928.00 |
DisclosureSEC source: 0001628280-25-020391 · wk-form4_1745877357.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 813,566 Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 21:24 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | Tax withholdingCommon Stock | 6,718 | $20.06 | $134,763.08 |
DisclosureSEC source: 0001628280-25-016968 · wk-form4_1744061074.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 809,366 F1 · shares: This forfeiture of shares to satisfy applicable tax withholding does not constitute a sale transaction. Pursuant to the award agreement, shares are required to be forfeited to satisfy applicable tax withholding in connection with the vesting of restricted stock units granted on April 3, 2024. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 21:15 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantCommon Stock | 20,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004649 · wk-form4_1739222138.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 816,084 F1 · shares: Restricted stock units vest in full on the anniversary of the February 7, 2025 grant date. Read SEC document |
| December 11, 2024 Filed Dec 12, 2024 22:00 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GiftCommon Stock | 48,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-051063 · wk-form4_1734040824.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795,943 Read SEC document |
| April 03, 2024 Filed Apr 30, 2024 21:36 UTC | HEALTHPEAK PROPERTIES, INC. DOC · Entity 3364 | GrantCommon Stock | 21,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-019410 · wk-form4_1714512960.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844,718 F1 · shares: Restricted stock units vest in full on the anniversary of the April 3, 2024 grant date. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversion2023 Performance Based Restricted Share Unit Grant · Derivative | 93,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · derivative · entry 15 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common shares, $0.01 par value · 93,674 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: On March 1, 2023, the Reporting Person was granted 93,674 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 281,022 common shares upon vesting. F7 · derivative.exercise_date: On March 1, 2023, the Reporting Person was granted 93,674 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 281,022 common shares upon vesting. F7 · derivative.expiration_date: On March 1, 2023, the Reporting Person was granted 93,674 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 281,022 common shares upon vesting. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversion2022 Performance Based Restricted Share Unit Grant · Derivative | 81,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · derivative · entry 14 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common shares, $0.01 par value · 81,644 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: On March 1, 2022, the Reporting Person was granted 81,644 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 244,932 common shares upon vesting. F6 · derivative.exercise_date: On March 1, 2022, the Reporting Person was granted 81,644 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 244,932 common shares upon vesting. F6 · derivative.expiration_date: On March 1, 2022, the Reporting Person was granted 81,644 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 244,932 common shares upon vesting. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversion2020 Restricted Share Unit Grant · Derivative | 259,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · derivative · entry 13 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common shares, $0.01 par value · 259,067 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: On March 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement. F5 · derivative.exercise_date: On March 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement. F5 · derivative.expiration_date: On March 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 87 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 12 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Represents shares held by the Reporting Person's child Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 87 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 11 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Represents shares held by the Reporting Person's child Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 87 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 10 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Represents shares held by the Reporting Person's child Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 9 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Represents shares held by the Reporting Person's child Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 8 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Represents shares held by the Reporting Person's child Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 7 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Represents shares held by the Reporting Person's child Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 5,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 6 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Represents shares held by the Reporting Person's child Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Disposition to issuerCommon shares, $0.01 par value | 1,220,442 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 5 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F4 · price: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 261,450 | $11.23 | $2,936,083.50 |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 4 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220,442 Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversionCommon shares, $0.01 par value | 281,022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 3 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,481,892 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Represents vesting of the 2023 Performance Based Restricted Share Units granted on March 1, 2023 under the the Plan. Pursuant to the terms of the Merger Agreement, the Reporting Person received 281,022 common shares upon vesting, 300% of the target shares. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversionCommon shares, $0.01 par value | 244,932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200,870 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents vesting of the 2022 Performance Based Restricted Share Units granted on March 1, 2022 under the Issuer's Equity Incentive Plan (the "Plan"). The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak, DOC DR Holdco, LLC and DOC DR LLC. Pursuant to the terms of the Merger Agreement, the Reporting Person received 244,932 common shares upon vesting, 300% of the target shares. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 21:13 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversionCommon shares, $0.01 par value | 259,067 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000077 · wk-form4_1709327604.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 955,938 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one share of the Issuer's common shares. Represents vesting of the time-based restricted stock units on March 1, 2024 pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement") dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak Properties, Inc. ("Healthpeak"), DOC DR Holdco, LLC and DOC DR LLC. The Issuer merged with and into DOC DR Holdco, LLC on March 1, 2024. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 22:04 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversion2021 Performance Based Restricted Share Unit Grant · Derivative | 75,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-24-000034 · wk-form4_1705961045.xml · derivative · entry 10 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common shares, $0.01 par value · 75,392 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: On March 1, 2021, the Reporting Person was granted 75,392 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Subject to the terms of the grant, the Reporting Person received 149,881 common shares upon vesting. F4 · derivative.exercise_date: On March 1, 2021, the Reporting Person was granted 75,392 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Subject to the terms of the grant, the Reporting Person received 149,881 common shares upon vesting. F4 · derivative.expiration_date: On March 1, 2021, the Reporting Person was granted 75,392 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Subject to the terms of the grant, the Reporting Person received 149,881 common shares upon vesting. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 22:04 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 46,394 | $12.95 | $600,802.30 |
DisclosureSEC source: 0001574540-24-000034 · wk-form4_1705961045.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 696,871 Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 22:04 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversionCommon shares, $0.01 par value | 149,881 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-24-000034 · wk-form4_1705961045.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 743,265 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents vesting of the 2021 Performance Based Restricted Share Units granted on March 1, 2021 under the Issuer's Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, the Reporting Person received 149,881 common shares upon vesting. F2 · balance_after: Includes 1,733 shares acquired under the Issuer's Employee Stock Purchase Plan (the "ESPP") on December 29, 2023, 434 shares acquired under the Dividend Reinvestment and Share Purchase Plan, and a 5,000 share transfer to the Reporting Person's child. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:06 UTC | Physicians Realty Trust DOC · Entity 93614 | Grant2023 Performance Based Restricted Share Unit Grant · Derivative | 93,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-23-000097 · wf-form4_167788116865246.xml · derivative · entry 10 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,674 Underlying: Common shares, $0.01 par value · 93,674 shares Expires not disclosed F3 · derivative.exercise_price: March 1, 2023 grant of performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2025. F3 · derivative.exercise_date: March 1, 2023 grant of performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2025. F3 · derivative.expiration_date: March 1, 2023 grant of performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2025. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:06 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 23,590 | $14.70 | $346,773.00 |
DisclosureSEC source: 0001574540-23-000097 · wf-form4_167788116865246.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,217 F2 · balance_after: The reporting person transferred 13,096 shares to his former spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his former spouse. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:06 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 62,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-23-000097 · wf-form4_167788116865246.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632,903 F1 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 1, 2024, subject to the terms of the grant. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:32 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversion2020 Performance Based Restricted Share Unit Grant · Derivative | 67,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-23-000057 · wf-form4_167753351553237.xml · derivative · entry 10 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares, $0.01 par value · 67,228 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: On March 2, 2020, the Reporting Person was granted 67,228 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Subject to the terms of the grant, the Reporting Person received 196,306 common shares upon vesting. F4 · derivative.exercise_date: On March 2, 2020, the Reporting Person was granted 67,228 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Subject to the terms of the grant, the Reporting Person received 196,306 common shares upon vesting. F4 · derivative.expiration_date: On March 2, 2020, the Reporting Person was granted 67,228 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Subject to the terms of the grant, the Reporting Person received 196,306 common shares upon vesting. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:32 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 85,065 | $15.07 | $1,281,929.55 |
DisclosureSEC source: 0001574540-23-000057 · wf-form4_167753351553237.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,454 F3 · balance_after: The reporting person transferred 1,112 shares to his former spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his former spouse. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:32 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversionCommon shares, $0.01 par value | 196,306 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001574540-23-000057 · wf-form4_167753351553237.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,631 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents vesting of the 2020 Performance Based Restricted Share Units granted on March 2, 2020 under the Issuer's Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, the Reporting Person received 196,306 common shares upon vesting. F2 · balance_after: Includes 403 shares acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| January 01, 2023 Filed Jan 9, 2023 21:44 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 7,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-23-000016 · wf-form4_167330063019173.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,922 F1 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), of which 6,151 shares will vest on December 31, 2023 and 1,538 shares will vest on December 31, 2024, subject to the terms of the grant. Read SEC document |
| December 22, 2022 Filed Dec 22, 2022 21:46 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000137 · wf-form4_167174560197464.xml · nonDerivative · entry 3 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,233 F4 · security: Represents shares gifted to the Jacksonville State University Foundation. Read SEC document |
| December 21, 2022 Filed Dec 22, 2022 21:46 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000137 · wf-form4_167174560197464.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,733 F3 · security: Represents shares gifted to the Auburn University Foundation. Read SEC document |
| December 21, 2022 Filed Dec 22, 2022 21:46 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000137 · wf-form4_167174560197464.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,233 F1 · security: Represents shares gifted to the Battle Creek Community. F2 · balance_after: Includes 432 shares acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| August 19, 2022 Filed Aug 22, 2022 20:29 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 10,000 | $17.81 | $178,100.00 |
DisclosureSEC source: 0001574540-22-000126 · wf-form4_166120013506680.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,801 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on May 16, 2022. F3 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $17.77 to $17.91, inclusive. Mr. Thomas undertakes to provide to Physicians Realty Trust, any security holder of Physicians Realty Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 20:29 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 10,000 | $18.08 | $180,800.00 |
DisclosureSEC source: 0001574540-22-000126 · wf-form4_166120013506680.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,801 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on May 16, 2022. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $18.03 to $18.17, inclusive. Mr. Thomas undertakes to provide to Physicians Realty Trust, any security holder of Physicians Realty Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| August 17, 2022 Filed Aug 17, 2022 20:29 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 10,000 | $17.95 | $179,500.00 |
DisclosureSEC source: 0001574540-22-000124 · wf-form4_166076814920428.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,801 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on May 16, 2022. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $17.91 to $18.02, inclusive. Mr. Thomas undertakes to provide to Physicians Realty Trust, any security holder of Physicians Realty Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| August 16, 2022 Filed Aug 16, 2022 20:23 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 10,000 | $18.15 | $181,500.00 |
DisclosureSEC source: 0001574540-22-000122 · wf-form4_166068139102594.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,801 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on May 16, 2022. F3 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $18.12 to $18.30, inclusive. Mr. Thomas undertakes to provide to Physicians Realty Trust, any security holder of Physicians Realty Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 20:23 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 10,000 | $18.15 | $181,500.00 |
DisclosureSEC source: 0001574540-22-000122 · wf-form4_166068139102594.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,801 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on May 16, 2022. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $18.10 to $18.22, inclusive. Mr. Thomas undertakes to provide to Physicians Realty Trust, any security holder of Physicians Realty Trust, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 20:51 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000118 · wf-form4_166025105399043.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509,801 F3 · security: Represents shares gifted to the Auburn University Foundation. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 20:51 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000118 · wf-form4_166025105399043.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,801 F1 · security: Represents shares gifted to the Jacksonville State University Foundation. F2 · balance_after: Includes 1,339 shares acquired under the Issuer's Employee Stock Purchase Plan (the "ESPP") on June 30, 2022, and 674 shares acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:46 UTC | Physicians Realty Trust DOC · Entity 93614 | Grant2022 Performance Based Restricted Share Unit Grant · Derivative | 81,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000083 · wf-form4_164634396706217.xml · derivative · entry 10 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,644 Underlying: Common shares, $0.01 par value · 81,644 shares Expires not disclosed F3 · derivative.exercise_price: March 1, 2022 grant of performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2024. F3 · derivative.exercise_date: March 1, 2022 grant of performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2024. F3 · derivative.expiration_date: March 1, 2022 grant of performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2024. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:46 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 21,784 | $16.37 | $356,604.08 |
DisclosureSEC source: 0001574540-22-000083 · wf-form4_164634396706217.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,788 F2 · balance_after: The reporting person transferred 2,848 shares to his former spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his former spouse. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.