0001574540-24-000071.txt : 20240301
0001574540-24-000071.hdr.sgml : 20240301
20240301160942
ACCESSION NUMBER: 0001574540-24-000071
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240301
FILED AS OF DATE: 20240301
DATE AS OF CHANGE: 20240301
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Klein Daniel M
CENTRAL INDEX KEY: 0001691939
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-36007
FILM NUMBER: 24709739
MAIL ADDRESS:
STREET 1: 309 N. WATER STREET
STREET 2: SUITE 500
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Physicians Realty Trust
CENTRAL INDEX KEY: 0001574540
STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798]
ORGANIZATION NAME: 05 Real Estate & Construction
IRS NUMBER: 462519850
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 309 N. WATER STREET
STREET 2: SUITE 500
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
BUSINESS PHONE: 414-367-5600
MAIL ADDRESS:
STREET 1: 309 N. WATER STREET
STREET 2: SUITE 500
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
4
1
wk-form4_1709327362.xml
FORM 4
X0508
4
2024-03-01
1
0001574540
Physicians Realty Trust
DOC
0001691939
Klein Daniel M
309 NORTH WATER STREET
SUITE 500
MILWAUKEE
WI
53202
0
1
0
0
SVP - Deputy CIO
0
Common shares, $0.01 par value
2024-03-01
4
M
0
55089
A
199497
D
Common shares, $0.01 par value
2024-03-01
4
M
0
66309
A
265806
D
Common shares, $0.01 par value
2024-03-01
4
F
0
62285
11.23
D
203521
D
Common shares, $0.01 par value
2024-03-01
4
D
0
203521
D
0
D
2022 Performance Based Restricted Share Unit Grant
2024-03-01
4
M
0
18363
0
D
Common shares, $0.01 par value
18363
0
D
2023 Performance Based Restricted Share Unit Grant
2024-03-01
4
M
0
22103
0
D
Common shares, $0.01 par value
22103
0
D
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 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 Company merged with and into DOC DR Holdco, LLC on March 1, 2024. Pursuant to the terms of the Merger Agreement, the Reporting Person received 55,089 common shares upon vesting, 300% of the target shares.
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 66,309 common shares upon vesting, 300% of the target shares.
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.
On March 1, 2022, the Reporting Person was granted 18,363 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 55,089 common shares upon vesting.
On March 1, 2023, the Reporting Person was granted 22,103 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 66,309 common shares upon vesting.
/s/ Christopher M. Bartoli, as attorney-in-fact
2024-03-01