0001174322-11-000009.txt : 20110329
0001174322-11-000009.hdr.sgml : 20110329
20110329173256
ACCESSION NUMBER: 0001174322-11-000009
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110329
FILED AS OF DATE: 20110329
DATE AS OF CHANGE: 20110329
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: RUBIN RONALD
CENTRAL INDEX KEY: 0001174322
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-06300
FILM NUMBER: 11719698
MAIL ADDRESS:
STREET 1: PENNSYLVANIA REAL ESTATE INVESTMENT TR
STREET 2: THE BELLEVUE 200 S BROAD STREET
CITY: PHILADELPHIA
STATE: PA
ZIP: 19102
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: PENNSYLVANIA REAL ESTATE INVESTMENT TRUST
CENTRAL INDEX KEY: 0000077281
STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798]
IRS NUMBER: 236216339
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: THE BELLEVUE
STREET 2: 200 S BROAD STREET
CITY: PHILADELPHIA
STATE: PA
ZIP: 19102
BUSINESS PHONE: 2155429250
MAIL ADDRESS:
STREET 1: THE BELLEVUE
STREET 2: 200 S BROAD STREET
CITY: PHILADELPHIA
STATE: PA
ZIP: 19102
4
1
primary_doc.xml
PRIMARY DOCUMENT
X0303
4
2011-03-29
0
0000077281
PENNSYLVANIA REAL ESTATE INVESTMENT TRUST
PEI
0001174322
RUBIN RONALD
PENNSYLVANIA REAL ESTATE INVESTMENT TR
THE BELLEVUE 200 S BROAD STREET
PHILADELPHIA
PA
19102
1
1
0
0
Chairman and CEO
Shares of Beneficial Interest, par value $1.00 per share
643115
D
Shares of Beneficial Interest, par value $1.00 per share
27800
I
By Trust
Shares of Beneficial Interest, par value $1.00 per share
5000
I
By Trust
Shares of Beneficial Interest, par value $1.00 per share
7834
I
By Trust
Shares of Beneficial Interest, par value $1.00 per share
750
I
By Trust
Units of Class A Limited Partnership Interest
2011-03-29
5
J
0
E
9566
0
D
Shares of beneficial interest, par value $1.00 per share
73614
73614
I
By GRAT
Units of Class A Limited Partnership Interest
2011-03-29
5
J
0
E
9566
0
A
Shares of beneficial interest, par value $1.00 per share
676660
676660
D
Units of Class A Limited Partnership Interest
2011-03-29
5
J
0
E
27169
0
D
Shares of beneficial interest, par value $1.00 per share
0
0
I
By GRAT
Units of Class A Limited Partnership Interest
2011-03-29
5
J
0
E
27169
0
A
Shares of beneficial interest, par value $1.00 per share
703829
703829
D
Units of Class A Limited Partnership Interest
2011-03-29
5
J
0
E
27169
0
D
Shares of beneficial interest, par value $1.00 per share
0
0
I
By GRAT
Units of Class A Limited Partnership Interest
2011-03-29
5
J
0
E
27169
0
A
Shares of beneficial interest, par value $1.00 per share
730998
730998
D
Units of Class A Limited Partnership Interest
Shares of beneficial interest, par value $1.00 per share
100000
100000
I
By GRAT
Units of Class A Limited Partnership Interest
Shares of beneficial interest, par value $1.00 per share
100000
100000
I
By GRAT
Units of Class A Limited Partnership Interest
Shares of beneficial interest, par value $1.00 per share
86934
86934
I
By the Non-QTIP Marital Trust U/W of Richard I. Rubin
Units of Class A Limited Partnership Interest
Shares of beneficial interest, par value $1.00 per share
5227
5227
I
By Pan American Office Investments, L.P.
These shares are held by the Non-QTIP Marital Trust U/W of Richard I. Rubin (the "Marital Trust"), a trust of which Mr. Rubin is a trustee and a beneficiary.
These shares are held by a trust of which Mr. Rubin is a trustee and a beneficiary.
These shares are held by trusts of which Mr. Rubin is a trustee. Mr. Rubin disclaims beneficial ownership of these shares.
The derivative securities are units of Class A Limited Partnership Interest (the "Units") in PREIT Associates, L.P., the operating partnership of the issuer. 241 of the Units that are held directly are redeemable beginning 9/15/2011 and the other Units held by the reporting person are generally redeemable one year after the date of issuance, in all cases in consideration for cash equal to the contemporaneous market price of shares of beneficial interest in the issuer or, at the election of the issuer, for a like number of shares of beneficial interest in the issuer, without payment of any conversion or exercise price. The Units, other than the 241 Units that are redeemable beginning 9/15/2011, are currently redeemable, but have not been redeemed. The Units have no expiration date.
This transaction involved an annuity distribution of 9,566 Units from The Ronald Rubin 2008 Grantor Retained Annuity Trust ("GRAT") for the benefit of the reporting person's grandson to the reporting person.
The Ronald Rubin 2008 GRAT for the benefit of the reporting person's grandson is the holder of these securities.
The reporting person is the trustee of this GRAT.
This transaction involved an annuity distribution of 27,169 Units from The Ronald Rubin 2008 GRAT for the benefit of the reporting person's daughter to the reporting person.
The Ronald Rubin 2008 GRAT for the benefit of the reporting person's daughter is the holder of these securities.
This transaction involved an annuity distribution of 27,169 Units from The Ronald Rubin 2008 GRAT for the benefit of the reporting person's son to the reporting person.
The Ronald Rubin 2008 GRAT for the benefit of the reporting person's son is the holder of these securities.
The Ronald Rubin 2010 GRAT for the benefit of the reporting person's daughter is the holder of these securities.
The Ronald Rubin 2010 GRAT for the benefit of the reporting person's son is the holder of these securities.
The Marital Trust is the holder of these Units. Mr. Rubin disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
Pan American Office Investments, L.P. is the holder of these Units. Mr. Rubin is the sole shareholder of Pan American Office Investment - GP, Inc., which in turn is the general partner of Pan American Office Investments, L.P. In addition, Mr. Rubin directly holds a limited partnership interest in Pan American Office Investments, L.P.
Ronald Rubin
2011-03-29