0001574540-24-000077.txt : 20240301 0001574540-24-000077.hdr.sgml : 20240301 20240301161340 ACCESSION NUMBER: 0001574540-24-000077 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: Thomas John T CENTRAL INDEX KEY: 0001454164 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-36007 FILM NUMBER: 24709872 MAIL ADDRESS: STREET 1: 309 N. WATER STREET, 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_1709327604.xml FORM 4 X0508 4 2024-03-01 1 0001574540 Physicians Realty Trust DOC 0001454164 Thomas John T 309 N. WATER STREET, SUITE 500 MILWAUKEE WI 53202 1 1 0 0 President and CEO 0 Common shares, $0.01 par value 2024-03-01 4 M 0 259067 A 955938 D Common shares, $0.01 par value 2024-03-01 4 M 0 244932 A 1200870 D Common shares, $0.01 par value 2024-03-01 4 M 0 281022 A 1481892 D Common shares, $0.01 par value 2024-03-01 4 F 0 261450 11.23 D 1220442 D Common shares, $0.01 par value 2024-03-01 4 D 0 1220442 D 0 D Common shares, $0.01 par value 2024-03-01 4 D 0 5217 D 0 I Represents shares held by the Reporting Person's child Common shares, $0.01 par value 2024-03-01 4 D 0 434 D 0 I Represents shares held by the Reporting Person's child Common shares, $0.01 par value 2024-03-01 4 D 0 217 D 0 I Represents shares held by the Reporting Person's child Common shares, $0.01 par value 2024-03-01 4 D 0 217 D 0 I Represents shares held by the Reporting Person's child Common shares, $0.01 par value 2024-03-01 4 D 0 87 D 0 I Represents shares held by the Reporting Person's child Common shares, $0.01 par value 2024-03-01 4 D 0 87 D 0 I Represents shares held by the Reporting Person's child Common shares, $0.01 par value 2024-03-01 4 D 0 87 D 0 I Represents shares held by the Reporting Person's child 2020 Restricted Share Unit Grant 2024-03-01 4 M 0 259067 0 D Common shares, $0.01 par value 259067 0 D 2022 Performance Based Restricted Share Unit Grant 2024-03-01 4 M 0 81644 0 D Common shares, $0.01 par value 81644 0 D 2023 Performance Based Restricted Share Unit Grant 2024-03-01 4 M 0 93674 0 D Common shares, $0.01 par value 93674 0 D Each restricted stock unit represents the right to receive one share of the Issuer's common shares. Represents vesting of the time-based restricted stock units 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 Issuer merged with and into DOC DR Holdco, LLC on March 1, 2024. 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 Merger Agreement dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak, DOC DR Holdco, LLC and DOC DR LLC. Pursuant to the terms of the Merger Agreement, the Reporting Person received 244,932 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 281,022 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 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement. On March 1, 2022, the Reporting Person was granted 81,644 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 244,932 common shares upon vesting. On March 1, 2023, the Reporting Person was granted 93,674 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 281,022 common shares upon vesting. /s/ Christopher M. Bartoli, as attorney-in-fact 2024-03-01