Key facts
- This page summarizes Daniel M. Klein's Form 4 filing for Physicians Realty Trust.
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 27 Feb 2023, 15:18.
Daniel M. Klein - 23 Feb 2023 Form 4 Insider Report for Physicians Realty Trust
- Reporting relationship
- SVP - Deputy CIO
- Issuer ticker
- N/A
- Reported as of
- 23 Feb 2023
- Net transaction value
- -$309,086
- SEC form
- 4
- Accepted by SEC
- 27 Feb 2023, 15:18:24 UTC
- Prior SEC filing
- 03 Mar 2022
- Next SEC filing
- 03 Mar 2023
- Source filing
- View source filing
- Reporting owner signature
- Christopher M. Bartoli, as attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel M. Klein filed Form 4 for Physicians Realty Trust on 27 Feb 2023.
Change
- Previous filing in this sequence was filed on 03 Mar 2022.
- Current net transaction value: -$309,086.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
DOC
transaction
Common shares, $0.01 par value
Options Exercise
- Transaction value
- Shares
- +44,118
- Change %
- +48%
- Price
- Shares after
- 136,379
- Date
- 23 Feb 2023
- Ownership
- Direct
- Footnotes
- F1, F2
DOC
transaction
Common shares, $0.01 par value
Tax liability
- Transaction value
- $309,086
- Shares
- -20,510
- Change %
- -15%
- Price
- $15.07
- Shares after
- 115,869
- Date
- 23 Feb 2023
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
DOC
transaction
Derivative
2020 Performance Based Restricted Share Unit Grant
Options Exercise
- Transaction value
- $0
- Shares
- -15,109
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 23 Feb 2023
- Ownership
- Direct
- Underlying class
- Common shares, $0.01 par value
- Underlying amount
- 15,109
- Exercise price
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Represents vesting of the 2020 Performance Based Restricted Share Units granted on March 2, 2020 under the Issuer's Equity Incentive Plan (the "Plan"). Subject to the terms of the grant, the Reporting Person received 44,118 common shares upon vesting.
Footnote F2
Includes 1,129 shares and 225 shares acquired under the Issuer's Employee Stock Purchase Plan (the "ESPP") on June 30, 2022 and December 31, 2022, respectively.
Footnote F3
On March 2, 2020, the Reporting Person was granted 15,109 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Subject to the terms of the grant, the Reporting Person received 44,118 common shares upon vesting.