0001181431-15-008867.txt : 20150731 0001181431-15-008867.hdr.sgml : 20150731 20150731183126 ACCESSION NUMBER: 0001181431-15-008867 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20150731 FILED AS OF DATE: 20150731 DATE AS OF CHANGE: 20150731 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Excel Trust, Inc. CENTRAL INDEX KEY: 0001478950 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 271493212 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 17140 BERNARDO CENTER DRIVE STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA ZIP: 92128 BUSINESS PHONE: (858) 613-1800 MAIL ADDRESS: STREET 1: 17140 BERNARDO CENTER DRIVE STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA ZIP: 92128 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: BURTON MARK T CENTRAL INDEX KEY: 0001240655 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-34698 FILM NUMBER: 151020537 4 1 rrd426087.xml X0306 4 2015-07-31 1 0001478950 Excel Trust, Inc. EXL 0001240655 BURTON MARK T 17140 BERNARDO CENTER DRIVE SUITE 300 SAN DIEGO CA 92128 1 1 0 0 CIO, SVP - Acquisitions Common Stock 2015-07-28 5 G 0 15170 0 D 114101 D Common Stock 2015-07-31 4 D 0 114101 15.85 D 0 D Common Operating Partnership Units 2015-07-31 4 D 0 56564 D 2011-04-28 Common Stock 56564 0 D In connection with the merger of Excel Trust, Inc. with and into BRE Retail Centers Corp, an affiliate of The Blackstone Group L.P., and the Agreement and Plan of Merger, dated as of April 9, 2015, among Excel Trust, Inc., Excel Trust, L.P. and affiliates of The Blackstone Group L.P., each holder of shares of common stock of Excel Trust, Inc. received $15.85 in cash in exchange for each such share. Common Operating Partnership Units in Excel Trust, L.P., a Delaware limited partnership, of which the Issuer is the general partner. The Common Operating Partnership Units are redeemable for cash based upon the fair market value of an equivalent number of shares of the Issuer's Common Stock, or, at the election of the Issuer, shares of the Issuer's Common Stock on a one-for-one basis. The Common Operating Partnership Units have no expiration date. In connection with the merger of BRE Retail Centers LP, an affiliate of The Blackstone Group L.P., with and into Excel Trust, L.P., and the Agreement and Plan of Merger, dated as of April 9, 2015, among Excel Trust, Inc., Excel Trust, L.P. and affiliates of The Blackstone Group L.P., the Reporting Person's units were converted into 5.50% Series C Cumulative Preferred Units of the surviving partnership in the merger, on a one-for-one basis. /s/ S. Eric Ottesen, Attorney-in-fact 2015-07-31