Mark A. Baumgartner - 01 Mar 2023 Form 4 Insider Report for Physicians Realty Trust

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
03 Mar 2023, 15:24:23 UTC
Prior SEC filing
03 Mar 2022
Next SEC filing
01 Mar 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Christopher M. Bartoli, as attorney-in-fact

Key filing fact

Mark A. Baumgartner filed Form 4 for Physicians Realty Trust on 03 Mar 2023.

Key facts

  • This page summarizes Mark A. Baumgartner's Form 4 filing for Physicians Realty Trust.
  • 5 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 03 Mar 2023, 15:24.

Change

  • Previous filing in this sequence was filed on 03 Mar 2022.
  • Current net transaction value: $0.

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

Options Exercise

Transaction value
Shares
+2,905
Change %
+5.6%
Price
Shares after
55,155
Date
01 Mar 2023
Ownership
Represents shares held by the Mark A. and Mary Jane Baumgartner Revocable Trust dated 09/16/07.
Footnotes
F1
DOC transaction

Common shares, $0.01 par value

Options Exercise

Transaction value
Shares
+3,360
Change %
+6.1%
Price
Shares after
58,515
Date
01 Mar 2023
Ownership
Represents shares held by the Mark A. and Mary Jane Baumgartner Revocable Trust dated 09/16/07.
Footnotes
F1

Reported derivative securities

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

DOC transaction Derivative

2021 Restricted Share Unit Grant

Options Exercise

Transaction value
$0
Shares
-2,905
Change %
-100%
Price
$0.000000*
Shares after
0
Date
01 Mar 2023
Ownership
Represents shares held by the Mark A. and Mary Jane Baumgartner Revocable Trust dated 09/16/07.
Underlying class
Common shares, $0.01 par value
Underlying amount
2,905
Exercise price
Footnotes
F2
DOC transaction Derivative

2022 Restricted Share Unit Grant

Options Exercise

Transaction value
$0
Shares
-3,360
Change %
-50%
Price
$0.000000
Shares after
3,360
Date
01 Mar 2023
Ownership
Represents shares held by the Mark A. and Mary Jane Baumgartner Revocable Trust dated 09/16/07.
Underlying class
Common shares, $0.01 par value
Underlying amount
3,360
Exercise price
Footnotes
F3
DOC transaction Derivative

2023 Restricted Share Unit Grant

Award

Transaction value
$0
Shares
+7,483
Change %
Price
$0.000000
Shares after
7,483
Date
01 Mar 2023
Ownership
Represents shares held by the Mark A. and Mary Jane Baumgartner Revocable Trust dated 09/16/07.
Underlying class
Common shares, $0.01 par value
Underlying amount
7,483
Exercise price
Footnotes
F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Each restricted stock unit represents the right to receive one share of the Issuer's common shares.

Footnote F2

On March 1, 2021, the Reporting Person was granted 5,811 restricted stock units, which vest in two equal installments on March 1, 2022 and March 1, 2023, subject to the terms of the grant. Each restricted stock unit represents the right to receive one share of the Issuer's common shares.

Footnote F3

On March 1, 2022, the Reporting Person was granted 6,720 restricted stock units, which vest in two equal installments on March 1, 2023 and March 1, 2024, subject to the terms of the grant. Each restricted stock unit represents the right to receive one share of the Issuer's common shares.

Footnote F4

March 1, 2023 grant of restricted stock units under the Issuer's 2013 Equity Incentive Plan, which will vest in two equal annual installments on March 1, 2024 and March 1, 2025, subject to the terms of the grant. Each restricted stock unit represents the right to receive one share of the Issuer's common shares.

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