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