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 |
|---|---|---|---|---|---|---|
| March 01, 2022 Filed Mar 3, 2022 21:46 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 54,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000083 · wf-form4_164634396706217.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,420 F1 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 1, 2023, subject to the terms of the grant. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:32 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversion2019 Performance Based Restricted Share Unit Grant · Derivative | 70,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000040 · wf-form4_164565190961649.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 · 70,430 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: March 1, 2019, the Reporting Person was granted 70,430 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 111,404 common shares upon vesting. F4 · derivative.exercise_date: March 1, 2019, the Reporting Person was granted 70,430 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 111,404 common shares upon vesting. F4 · derivative.expiration_date: March 1, 2019, the Reporting Person was granted 70,430 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 111,404 common shares upon vesting. Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:32 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 48,245 | $17.07 | $823,542.15 |
DisclosureSEC source: 0001574540-22-000040 · wf-form4_164565190961649.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,991 F3 · balance_after: The reporting person transferred 6,315 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 22, 2022 Filed Feb 23, 2022 21:32 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversionCommon shares, $0.01 par value | 111,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000040 · wf-form4_164565190961649.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,551 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 · security: Represents vesting of the 2019 Performance Based Restricted Share Units granted on March 1, 2019 under the Issuer's Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, the Reporting Person received 111,404 common shares upon vesting. F2 · balance_after: Includes 297 shares acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 22:29 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000008 · wf-form4_164124895279977.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,850 F1 · security: Represents shares gifted to the Auburn University Foundation. F2 · balance_after: Includes 1,491 shares acquired under the Issuer's Employee Stock Purchase Plan (the "ESPP") on June 30, 2021 and 854 acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:52 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 14,408 | $17.14 | $246,953.12 |
DisclosureSEC source: 0001574540-21-000070 · wf-form4_161480832371996.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,505 F2 · balance_after: The reporting person transferred 3,041 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 02, 2021 Filed Feb 22, 2022 13:33 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-22-000012 · wf-form5_164553681403488.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,850 F1 · security: Represents shares gifted to the Auburn University Foundation. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:52 UTC | Physicians Realty Trust DOC · Entity 93614 | Grant2021 Performance Based Restricted Share Unit Grant · Derivative | 75,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-21-000070 · wf-form4_161480832371996.xml · derivative · entry 10 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,392 Underlying: Common shares, $0.01 par value · 75,392 shares Expires not disclosed F3 · derivative.exercise_price: March 1, 2021 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, 2023. F3 · derivative.exercise_date: March 1, 2021 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, 2023. F3 · derivative.expiration_date: March 1, 2021 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, 2023. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:52 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 50,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-21-000070 · wf-form4_161480832371996.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,954 F1 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 1, 2022, subject to the terms of the grant. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 23:29 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversion2018 Performance Based Restricted Share Unit Grant · Derivative | 81,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-21-000028 · wf-form4_161369094871743.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 · 81,191 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: March 2, 2018, the Reporting Person was granted 81,191 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 128,175 common shares upon vesting. F4 · derivative.exercise_date: March 2, 2018, the Reporting Person was granted 81,191 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 128,175 common shares upon vesting. F4 · derivative.expiration_date: March 2, 2018, the Reporting Person was granted 81,191 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 128,175 common shares upon vesting. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 23:29 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 41,170 | $17.80 | $732,826.00 |
DisclosureSEC source: 0001574540-21-000028 · wf-form4_161369094871743.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,693 F3 · balance_after: The reporting person transferred 8,700 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 17, 2021 Filed Feb 18, 2021 23:29 UTC | Physicians Realty Trust DOC · Entity 93614 | Exercise / conversionCommon shares, $0.01 par value | 128,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-21-000028 · wf-form4_161369094871743.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,563 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 · security: Represents vesting of the 2018 Performance Based Restricted Share Units granted on March 2, 2018 under the Issuer's Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, the Reporting Person received 128,175 common shares upon vesting. F2 · balance_after: Includes 1,369 shares acquired under the Issuer's Employee Stock Purchase Plan (the "ESPP") on June 30, 2020 and 1,118 acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 17:15 UTC | Physicians Realty Trust DOC · Entity 93614 | PurchaseCommon shares, $0.01 par value | 6,300 | $15.79 | $99,477.00 |
DisclosureSEC source: 0001574540-20-000081 · wf-form4_158411971037762.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,901 Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:18 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-20-000077 · wf-form4_158395790029466.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,601 F2 · security: Represents shares gifted to the University of Wisconsin. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:18 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-20-000077 · wf-form4_158395790029466.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,201 F1 · security: Represents shares gifted to the Auburn University Foundation. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:58 UTC | Physicians Realty Trust DOC · Entity 93614 | Grant2020 Restricted Share Unit Grant · Derivative | 259,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-20-000057 · wf-form4_158327268535554.xml · derivative · entry 11 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,067 Underlying: Common shares, $0.01 par value · 259,067 shares Expires not disclosed F4 · derivative.exercise_price: March 2, 2020 grant of restricted stock units under the Issuer's Plan, which will vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. Each restricted stock unit represents the right to receive one share of the Issuer's common shares. F4 · derivative.exercise_date: March 2, 2020 grant of restricted stock units under the Issuer's Plan, which will vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. Each restricted stock unit represents the right to receive one share of the Issuer's common shares. F4 · derivative.expiration_date: March 2, 2020 grant of restricted stock units under the Issuer's Plan, which will vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. Each restricted stock unit represents the right to receive one share of the Issuer's common shares. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:58 UTC | Physicians Realty Trust DOC · Entity 93614 | Grant2020 Performance Based Restricted Share Unit Grant · Derivative | 67,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-20-000057 · wf-form4_158327268535554.xml · derivative · entry 10 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,228 Underlying: Common shares, $0.01 par value · 67,228 shares Expires not disclosed F3 · derivative.exercise_price: March 2, 2020 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, 2022. F3 · derivative.exercise_date: March 2, 2020 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, 2022. F3 · derivative.expiration_date: March 2, 2020 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, 2022. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:58 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 44,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-20-000057 · wf-form4_158327268535554.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,201 F1 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 2, 2021, subject to the terms of the grant. F2 · balance_after: The reporting person transferred 5,513 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, 2020 Filed Mar 3, 2020 21:58 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 20,728 | $19.30 | $400,050.40 |
DisclosureSEC source: 0001574540-20-000057 · wf-form4_158327268535554.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,895 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 21:01 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 22,794 | $19.42 | $442,659.48 |
DisclosureSEC source: 0001574540-20-000024 · wf-form4_158292368485106.xml · nonDerivative · entry 3 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,623 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 21:01 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 51,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-20-000024 · wf-form4_158292368485106.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,417 F4 · security: Represents vesting of the 2017 Performance Based Restricted Share Units granted on March 3, 2017 under the Issuer's Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, Mr. Thomas received 51,690 common shares upon vesting. Read SEC document |
| February 03, 2020 Filed Feb 28, 2020 21:01 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $19.50 | $97,500.00 |
DisclosureSEC source: 0001574540-20-000024 · wf-form4_158292368485106.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,727 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $19.41 to $19.58, 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. F3 · balance_after: Includes 227 shares acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 13:47 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $18.48 | $92,400.00 |
DisclosureSEC source: 0001574540-20-000002 · wf-form4_157805924420687.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,500 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $18.42 to $18.57, 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 |
| December 02, 2019 Filed Dec 2, 2019 22:06 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $19.02 | $95,100.00 |
DisclosureSEC source: 0001574540-19-000138 · wf-form4_157532440131225.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,500 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $19.00 to $19.08, 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 |
| November 01, 2019 Filed Nov 5, 2019 22:30 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $18.60 | $93,000.00 |
DisclosureSEC source: 0001574540-19-000111 · wf-form4_157299299917315.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,500 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $18.50 to $18.68, 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. F3 · balance_after: Includes 241 shares acquired under the Dividend Reinvestment and Share Purchase Plan. Read SEC document |
| October 01, 2019 Filed Oct 1, 2019 21:02 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $17.55 | $87,750.00 |
DisclosureSEC source: 0001574540-19-000105 · wf-form4_156996371083836.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,259 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $17.53 to $17.59, 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 |
| September 03, 2019 Filed Sep 4, 2019 12:44 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $17.50 | $87,500.00 |
DisclosureSEC source: 0001574540-19-000101 · wf-form4_156760102559182.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,259 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 12:52 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $17.50 | $87,500.00 |
DisclosureSEC source: 0001574540-19-000099 · wf-form4_156561434202018.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,259 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · balance_after: Includes 246 shares acquired under the Dividend Reinvestment and Share Purchase Plan and a reduction of 1,346 shares due to a reconciliation adjustment. Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 20:45 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 3,700 | $17.50 | $64,750.00 |
DisclosureSEC source: 0001574540-19-000090 · wf-form4_156218673765695.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,359 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:45 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 1,300 | $17.50 | $22,750.00 |
DisclosureSEC source: 0001574540-19-000090 · wf-form4_156218673765695.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,059 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $17.50 to $17.52, 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. F3 · balance_after: Includes 216 shares acquired under the Dividend Reinvestment and Share Purchase Plan, 1,620 shares acquired under the Issuer's Employee Stock Purchase Plan (the "ESPP") on June 28, 2019, and an additional 8,272 shares due to a reconciliation adjustment. Read SEC document |
| June 06, 2019 Filed Jun 7, 2019 13:17 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 5,000 | $18.26 | $91,300.00 |
DisclosureSEC source: 0001574540-19-000086 · wf-form4_155991342085586.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,251 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Thomas on March 8, 2019. F2 · price: The price reported is a weighted average price as these shares were sold in multiple transactions at prices ranging from $18.20 to $18.41, 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 |
| March 05, 2019 Filed Mar 5, 2019 21:23 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-19-000047 · wf-form4_155182101082667.xml · nonDerivative · entry 3 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,251 F3 · security: Represents shares gifted to the Auburn University Foundation. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 21:23 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 17,510 | $18.09 | $316,755.90 |
DisclosureSEC source: 0001574540-19-000047 · wf-form4_155182101082667.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,851 F2 · balance_after: The reporting person transferred 12,327 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, 2019 Filed Mar 5, 2019 21:23 UTC | Physicians Realty Trust DOC · Entity 93614 | Grant2019 Performance Based Restricted Share Unit Grant · Derivative | 70,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-19-000047 · wf-form4_155182101082667.xml · derivative · entry 11 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,430 Underlying: Common shares, $0.01 par value · 70,430 shares Expires not disclosed F4 · derivative.exercise_price: March 1, 2019 grant of performance share units under the Issuer's 2013 Equity Incentive 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, 2021. F4 · derivative.exercise_date: March 1, 2019 grant of performance share units under the Issuer's 2013 Equity Incentive 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, 2021. F4 · derivative.expiration_date: March 1, 2019 grant of performance share units under the Issuer's 2013 Equity Incentive 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, 2021. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:23 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 46,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-19-000047 · wf-form4_155182101082667.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,688 F1 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 1, 2020, subject to the terms of the grant. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 13:10 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 10,723 | $18.07 | $193,764.61 |
DisclosureSEC source: 0001574540-19-000015 · wf-form4_155170499301692.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,734 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 13:10 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 33,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-19-000015 · wf-form4_155170499301692.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,457 F1 · security: Represents vesting of the 2016 Performance Based Restricted Share Units granted on March 3, 2016 under the Issuer's Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, Mr. Thomas received 33,269 common shares upon vesting. F2 · balance_after: Includes 2,445 shares acquired under the Dividend Reinvestment and Share Purchase Plan, 1,346 shares transferred to the reporting person's children, 1,405 shares acquired under the Issuer's Employee Stock Purchase Plan (the "ESPP") on June 29, 2018, and a reduction of 1,583 shares due to a reconciliation adjustment. The reporting person also transferred 8,179 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 |
| September 20, 2018 Filed Sep 20, 2018 20:33 UTC | Education Realty Trust, Inc. EDR · Entity 163488 | Disposition to issuerCommon Stock | 5,628 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001302343-18-000131 · wf-form4_153747556117677.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: 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. F1 · price: 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. F1 · acquired: 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. Read SEC document |
| May 09, 2018 Filed May 10, 2018 21:00 UTC | Education Realty Trust, Inc. EDR · Entity 163488 | GrantCommon Stock | 2,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001302343-18-000097 · wf-form4_152598604045521.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,628 F1 · price: Represents annual grant of common stock pursuant to the Education Realty Trust, Inc. 2017 Omnibus Plan. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 21:33 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 17,919 | $14.94 | $267,709.86 |
DisclosureSEC source: 0001574540-18-000038 · wf-form4_152037199953686.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,446 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:33 UTC | Physicians Realty Trust DOC · Entity 93614 | Grant2018 Performance Based Restricted Share Unit Grant · Derivative | 81,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001574540-18-000038 · wf-form4_152037199953686.xml · derivative · entry 3 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,191 Underlying: Common shares, $0.01 par value · 81,191 shares Expires not disclosed F3 · derivative.exercise_price: March 2, 2018 grant of performance share units under the Plan, which represents 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, 2020. F3 · derivative.exercise_date: March 2, 2018 grant of performance share units under the Plan, which represents 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, 2020. F3 · derivative.expiration_date: March 2, 2018 grant of performance share units under the Plan, which represents 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, 2020. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:33 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 54,127 | $14.78 | $799,997.06 |
DisclosureSEC source: 0001574540-18-000038 · wf-form4_152037199953686.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,365 F1 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 2, 2019, subject to the terms of the grant. F2 · balance_after: Reduced by 60,606 previously reported common shares, $0.01 par value reported on March 7, 2017. Shares 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, 2019 and reported in a subsequent Form 4. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:34 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 29,236 | $14.37 | $420,121.32 |
DisclosureSEC source: 0001574540-18-000022 · wf-form4_152002644223463.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,844 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:34 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 65,998 | $14.37 | $948,391.26 |
DisclosureSEC source: 0001574540-18-000022 · wf-form4_152002644223463.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,080 F1 · security: Represents vesting of the 2015 Performance Based Restricted Share Units granted on March 6, 2015 under the Issuer's 2013 Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, Mr. Thomas received 65,998 common shares upon vesting. F2 · balance_after: Includes 302 shares acquired under the Dividend Reinvestment and Share Purchase Plan. Further, it includes the performance share units award granted under the Issuer's 2013 Equity Incentive Plan on March 3, 2017, which 60,606 shares represents the "target" number of shares underlying the performance share units outstanding. 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, 2019. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 19:02 UTC | Physicians Realty Trust DOC · Entity 93614 | GiftCommon shares, $0.01 par value | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067622 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,779 F1 · balance_after: Since the date of the reporting person's last ownership report, the reporting person transferred 7,703 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. Additionally, includes 1,334 shares acquired under the Issuer's Employee Stock Purchase Plan on June 30, 2017 and the performance share units award granted under the Issuer's 2013 Equity Incentive Plan on March 3, 2017, which 60,606 shares represents the "target" number of shares underlying the performance share units outstanding. 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, 2019. Read SEC document |
| August 03, 2017 Filed Aug 3, 2017 22:05 UTC | Education Realty Trust, Inc. EDR · Entity 163488 | PurchaseCommon Stock | 800 | $37.51 | $30,008.00 |
DisclosureSEC source: 0001302343-17-000148 · wf-form4_150179793367764.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,299 Read SEC document |
| May 10, 2017 Filed May 11, 2017 20:47 UTC | Education Realty Trust, Inc. EDR · Entity 163488 | GrantCommon Stock | 2,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001302343-17-000112 · wf-form4_149453563442655.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499 F1 · price: Represents annual grant of common stock pursuant to the Education Realty Trust, Inc. 2011 Omnibus Plan. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:53 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 60,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018780 · doc4.xml · nonDerivative · entry 4 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,148 F4 · security: March 3, 2017 grant of performance share units under the Plan, which represents the "target" number of shares underlying the performance share units outstanding. 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, 2019. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:53 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 40,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018780 · doc4.xml · nonDerivative · entry 3 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,542 F3 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 3, 2018, subject to the terms of the grant. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:53 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 33,111 | $19.80 | $655,597.80 |
DisclosureSEC source: 0001209191-17-018780 · doc4.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,138 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.