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