Daniel M. Klein - 01 Mar 2023 Form 4 Insider Report for Physicians Realty Trust

Reporting relationship: SVP - Deputy CIO
Issuer ticker: N/A
Reported as of: 01 Mar 2023
Net transaction value: -$82,511
SEC form: 4
Accepted by SEC: 03 Mar 2023, 15:49:53 UTC
Prior SEC filing: 27 Feb 2023
Next SEC filing: 22 Jan 2024
Source filing: View source filing
Reporting owner signature: Christopher M. Bartoli, as attorney-in-fact

Key filing fact

Daniel M. Klein filed Form 4 for Physicians Realty Trust on 03 Mar 2023.

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: 03 Mar 2023, 15:49.

Change

Previous filing in this sequence was filed on 27 Feb 2023.
Current net transaction value: -$82,511.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

DOC transaction

Common shares, $0.01 par value

Award

Transaction value: $0
Shares: +14,735
Change %: +13%
Price: $0.000000
Shares after: 130,604
Date: 01 Mar 2023
Ownership: Direct
Footnotes: F1

DOC transaction

Common shares, $0.01 par value

Tax liability

Transaction value: $82,511
Shares: -5,613
Change %: -4.3%
Price: $14.70
Shares after: 124,991
Date: 01 Mar 2023
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

DOC transaction Derivative

2023 Performance Based Restricted Share Unit Grant

Award

Transaction value: $0
Shares: +22,103
Change %
Price: $0.000000
Shares after: 22,103
Date: 01 Mar 2023
Ownership: Direct
Underlying class: Common shares, $0.01 par value
Underlying amount: 22,103
Exercise price
Footnotes: F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 1, 2024, subject to the terms of the grant.

Footnote F2

March 1, 2023 grant of performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2025.