EXCEL TRUST, INC. Form 8-K: Current report
Filings on SEC EDGAR, newest first; amendments sit with their base form. Values are as filed.
- 2015-08-06: Form 8-K; Period of report 2015-07-31; Description 1.01 Entry into a Material Definitive Agreement; 2.01 Completion of Acquisition or Disposition of Assets; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; 3.01 Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing; 3.03 Material Modification to Rights of Security Holders; 5.01 Changes in Control of Registrant; 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers; 8.01 Other Events; Details 1.01.
- 2015-07-31: Form 8-K; Period of report 2015-07-31; Description 8.01 Other Events.
- 2015-07-28: Form 8-K; Period of report 2015-07-28; Description 5.07 Submission of Matters to a Vote of Security Holders; 8.01 Other Events; Details 5.07.
- 2015-07-21: Form 8-K; Period of report 2015-07-21; Description 8.01 Other Events; Details 8.01.
| Filed | Form | Period of report | Description | Details | Document |
|---|---|---|---|---|---|
| 2015-08-06 | 8-K | 2015-07-31 | 1.01 Entry into a Material Definitive Agreement; 2.01 Completion of Acquisition or Disposition of Assets; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; 3.01 Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing; 3.03 Material Modification to Rights of Security Holders; 5.01 Changes in Control of Registrant; 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers; 8.01 Other Events | 1.01 Entry into a Material Definitive Agreement. 2.01 On July 31, 2015, Parent completed its acquisition of the Company pursuant to the terms of the Merger Agreement. 2.03 The information set forth above under Item 1.01 of this Current Report on Form 8-K is incorporated by reference into this Item 2.03. 3.01 In connection with the completion of the Mergers, Merger Sub notified the New York Stock Exchange (the “NYSE”) on July 31, 2015 that, effective on that date, (i) each share of Common Stock (other than certain shares of Common Stock as set forth in the Merger Agreement) issued and outstanding immediately prior to the Company Merger Effective Time was automatically converted into the right to receive the Merger Consideration and (ii) each share of Series B Preferred Stock was redeemed in the Company Merger through the payment of $25.0846 per share, without interest. 3.03 Upon the Company Merger Effective Time, each holder of shares of Common Stock, Series A Preferred Stock and Series B Preferred Stock issued and outstanding immediately prior to the Company Merger Effective Time ceased to have any rights as a stockholder of the Company (other than the right of the holders of Common Stock to receive the Merger Consideration). 5.01 As a result of the completion of the Company Merger, a change in control of the Company occurred, and Merger Sub, as successor by merger to the Company, remained a wholly-owned subsidiary of Parent, an affiliate of The Blackstone Group L.P. As a result of the completion of the Partnership Merger, a change in control of the Operating Partnership occurred, and the Operating Partnership, as the surviving entity in the Partnership Merger, continued as a subsidiary of Merger Sub. 5.02 On July 31, 2015, in connection with the Mergers, Gary B. Sabin, Spencer G. Plumb, Mark T. Burton, Bruce G. Blakley, Burland B. East III, Robert E. Parsons, Jr. and Warren R. Staley resigned from the board of directors of the Company at the Company Merger Effective Time. 8.01 On August 6, 2015, the Operating Partnership issued a press release, attached hereto as Exhibit 99.1 and incorporated herein by reference, announcing that it has commenced a cash tender offer in respect of its $250 million 4.625% Senior Notes due 2024. | d32564d8k.htm |
| 2015-07-31 | 8-K | 2015-07-31 | 8.01 Other Events | d83970d8k.htm | |
| 2015-07-28 | 8-K | 2015-07-28 | 5.07 Submission of Matters to a Vote of Security Holders; 8.01 Other Events | 5.07 A Special Meeting of Stockholders of Excel Trust, Inc. (the “Company”) was held on July 28, 2015 (the “Meeting”) in connection with the Agreement and Plan of Merger, dated as of April 9, 2015, among the Company, BRE Retail Centers Holdings LP, BRE Retail Centers Corp, BRE Retail Centers LP and Excel Trust, L.P. (the “Merger Agreement”), pursuant to which the Company will merge with and into BRE Retail Centers Corp (the “Merger”), with BRE Retail Centers Corp surviving the Merger. 8.01 On July 28, 2015, the Company issued a press release announcing the results of the voting at the Meeting, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by reference. | d57271d8k.htm |
| 2015-07-21 | 8-K | 2015-07-21 | 8.01 Other Events | 8.01 On or about June 5, 2015, Excel Trust, Inc. (the “Company”) mailed a definitive proxy statement relating to a special meeting of stockholders of the Company scheduled to be held on July 28, 2015 for the purpose of acting on the following matters: (i) to consider and vote on a proposal to approve the merger of the Company with and into BRE Retail Centers Corp, which we refer to as the merger, and the Agreement and Plan of Merger, dated as of April 9, 2015 and as may be amended from time to time, among the Company, BRE Retail Centers Holdings LP, BRE Retail Centers Corp, BRE Retail Centers LP and Excel Trust, L.P., which we refer to as the merger agreement, (ii) to consider and vote on a proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company’s named executive officers that is based on or otherwise relates to the merger and (iii) to consider and vote on a proposal to approve any adjournments of the special meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the merger and the merger agreement. | d84133d8k.htm |
| 2015-05-05 | 8-K | 2015-05-04 | 5.07 Submission of Matters to a Vote of Security Holders | 5.07 Proposal 1: Election of directors to serve until the next Annual Meeting of Stockholders and until their successors are duly elected and qualify. | d920357d8k.htm |
| 2015-04-30 | 8-K | 2015-04-29 | 2.02 Results of Operations and Financial Condition; 8.01 Other Events | 2.02 On April 29, 2015 Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended March 31, 2015. 8.01 As disclosed in Item 2.02 above, on April 29, 2015, the Company issued a press release and made available supplemental information regarding its financial results for the period ended March 31, 2015 and also commenting on the Company’s pending acquisition by Blackstone Property Partners L.P. The information set forth in Item 2.02 regarding the Company’s pending acquisition by Blackstone Property Partners L.P. is hereby incorporated into this Item 8.01. | d917425d8k.htm |
| 2015-04-10 | 8-K | 2015-04-09 | 1.01 Entry into a Material Definitive Agreement; 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year; 7.01 Regulation FD Disclosure | 1.01 Entry into a Material Definitive Agreement. 5.03 On April 9, 2015, the Company Board approved an amendment to the Company’s Amended and Restated Bylaws (the “Bylaws”), effective as of such date (the “Bylaw Amendment”), to add a new Article XV that provides that, unless the Company consents in writing to the selection of an alternative forum, the Circuit Court for Baltimore City, Maryland, or, if that Court does not have jurisdiction, the United States District Court for the District of Maryland, Baltimore Division, will be the sole and exclusive forum for (a) any derivative action or proceeding brought on behalf of the Company, (b) any action asserting a claim of breach of any duty owed by any director or officer or other employee of the Company to the Company or to the stockholders of the Company, (c) any action asserting a claim against the Company or any director or officer or other employee of the Company arising pursuant to any provision of the Maryland General Corporation Law or the charter of the Company or the Bylaws or (d) any action asserting a claim against the Company or any director or officer or other employee of the Company that is governed by the internal affairs doctrine. 7.01 On April 10, 2015, the Company issued a press release announcing the execution of the Merger Agreement. | d906603d8k.htm |
| 2015-02-12 | 8-K | 2015-02-11 | 2.02 Results of Operations and Financial Condition | 2.02 On February 11, 2015, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended December 31, 2014. | d871133d8k.htm |
| 2014-11-12 | 8-K/A | 2014-10-01 | 8.01 Other Events | 8.01 This Current Report on Form 8-K/A is being filed by Excel Trust, Inc. and Excel Trust, L.P. to provide the financial statements that were previously omitted in Item 9.01 of the Current Report on Form 8-K filed on October 2, 2014 relating to the acquisition of a retail shopping center located in Florida (the “Florida Property”), containing 339,670 square feet. | d819381d8ka.htm |
| 2014-10-30 | 8-K | 2014-10-29 | 2.02 Results of Operations and Financial Condition | 2.02 On October 29, 2014 Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended September 30, 2014. | d811963d8k.htm |
| 2014-10-07 | 8-K/A | 2014-09-26 | 8.01 Other Events | 8.01 This Current Report on Form 8-K/A is being filed by Excel Trust, Inc. and Excel Trust, L.P. to provide the financial statements that were previously omitted in Item 9.01 of the Current Report on Form 8-K filed on September 29, 2014 relating to the acquisition of two retail shopping centers located in Utah (the “Utah Portfolio”), collectively containing 839,216 square feet. | d800678d8ka.htm |
| 2014-10-02 | 8-K | 2014-10-01 | 2.01 Completion of Acquisition or Disposition of Assets; 7.01 Regulation FD Disclosure | 2.01 On October 1, 2014, Excel Trust, L.P. (the “Operating Partnership”), the operating partnership subsidiary of Excel Trust, Inc. (the “Company”), completed the acquisition of a retail shopping center located in Palm Beach Gardens, Florida from Downtown at the Gardens Associates, Ltd., an unrelated third party. 7.01 On October 2, 2014, the Company issued a press release announcing the acquisition referenced in Item 2.01 above. | d799486d8k.htm |
| 2014-09-29 | 8-K | 2014-09-26 | 2.01 Completion of Acquisition or Disposition of Assets; 7.01 Regulation FD Disclosure | 2.01 On September 26, 2014, Excel Trust, L.P. (the “Operating Partnership”), the operating partnership subsidiary of Excel Trust, Inc. (the “Company”), completed the previously announced acquisition of three retail shopping centers located in Utah. 7.01 On September 29, 2014, the Company issued a press release announcing the acquisition referenced in Item 2.01 above. | d795585d8k.htm |
| 2014-09-17 | 8-K | 2014-09-17 | 1.01 Entry into a Material Definitive Agreement | 1.01 Entry into a Material Definitive Agreement. | d781125d8k.htm |
| 2014-07-31 | 8-K | 2014-07-30 | 2.02 Results of Operations and Financial Condition | 2.02 On July 30, 2014 Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended June 30 2014. | d766731d8k.htm |
| 2014-06-25 | 8-K | 2014-06-20 | 8.01 Other Events | 8.01 On June 20, 2014, Excel Trust, Inc. (the “Company”) entered into an underwriting agreement with Barclays Capital Inc. and Raymond James & Associates, Inc., as representatives of the underwriters (the “Underwriters”), pursuant to which the Company agreed to issue and sell 11,000,000 shares of the Company’s common stock, par value $0.01 per share (the “Common Stock”), plus up to an additional 1,650,000 shares of Common Stock pursuant to the Underwriters’ 30-day option to purchase additional shares, at a price to the public of $13.25 per share. | d748221d8k.htm |
| 2014-06-19 | 8-K | 2014-06-19 | 8.01 Other Events | d744257d8k.htm | |
| 2014-05-15 | 8-K | 2014-05-13 | 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers; 5.07 Submission of Matters to a Vote of Security Holders | 5.02 At the Annual Meeting of Stockholders of Excel Trust, Inc. (the “Company”) held on May 13, 2014, the Company’s stockholders approved a 2014 amendment and restatement of the 2010 Equity Incentive Award Plan of the Company and Excel Trust, L.P. (the “Incentive Award Plan”), which increased the number of shares of common stock available for issuance under the Incentive Award Plan by 1,500,000 shares, extended the term of the Incentive Award Plan to 2024 and made certain other changes which the Company’s board of directors believes will more closely align the terms of the Incentive Award Plan with best practices and stockholder interests. 5.07 Proposal 1: Election of directors to serve until the next Annual Meeting of Stockholders and until their successors are duly elected and qualify. | d726259d8k.htm |
| 2014-05-12 | 8-K | 2014-05-07 | 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; 8.01 Other Events | 1.01 Entry into a Material Definitive Agreement. 2.03 On May 12, 2014, the Operating Partnership issued $250.0 million aggregate principal amount of the Notes. 8.01 On May 7, 2014, the Company and the Operating Partnership entered into an underwriting agreement with Barclays Capital Inc. and Wells Fargo Securities, LLC, as representatives of the underwriters named therein (the “Underwriters”), pursuant to which the Operating Partnership agreed to issue and sell the Notes. | d724140d8k.htm |
| 2014-05-01 | 8-K | 2014-04-30 | 2.02 Results of Operations and Financial Condition | 2.02 On April 30, 2014 Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended March 31 2014. | d719573d8k.htm |
| 2014-02-13 | 8-K | 2014-02-12 | 2.02 Results of Operations and Financial Condition | 2.02 On February 12, 2014, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended December 31, 2013. | d675360d8k.htm |
| 2013-11-13 | 8-K | 2013-11-12 | 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; 7.01 Regulation FD Disclosure | 1.01 Entry into a Material Definitive Agreement. 2.03 The information set forth under Item 1.01 above is incorporated herein by reference. 7.01 On November 12, 2013, the Company issued a press release announcing the issuance of the Notes. | d627899d8k.htm |
| 2013-11-07 | 8-K | 2013-11-06 | 2.02 Results of Operations and Financial Condition | 2.02 On November 6, 2013, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended September 30, 2013. | d624026d8k.htm |
| 2013-10-09 | 8-K | 2013-10-08 | 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; 8.01 Other Events | 1.01 Entry into a Material Definitive Agreement. 2.03 The information set forth under Item 1.01 above is incorporated herein by reference. 8.01 On October 9, 2013, the Company announced that it had reached an agreement in principle for the Operating Partnership to issue $100.0 million in senior unsecured notes to Prudential Capital Group. | d610722d8k.htm |
| 2013-08-01 | 8-K | 2013-08-01 | 8.01 Other Events | 8.01 This discussion is a supplement to, and is intended to be read together with, the discussion under the heading “Material United States Federal Income Tax Considerations” included in Excel Trust, Inc.’s and Excel Trust, L.P.’s Registration Statement on Form S-3 (File Nos. 333-189517 and 333-189517-01) and in Excel Trust, Inc.’s Registration Statements on Form S-3 (File Nos. 333-174022, 333-174023 and 333-181399), which we refer to as the Registration Statements. | d577995d8k.htm |
| 2013-08-01 | 8-K | 2013-07-31 | 2.02 Results of Operations and Financial Condition | 2.02 On July 31, 2013, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended June 30, 2013. | d576996d8k.htm |
| 2013-07-19 | 8-K | 2013-07-19 | 8.01 Other Events | 8.01 As previously reported, on May 2, 2013, Excel Trust, Inc. (the “Company”) and Excel Trust, L.P. (the “Operating Partnership”) entered into separate Amended and Restated Sales Agreements (collectively, the “Sales Agreements”) with each of Barclays Capital Inc., Cantor Fitzgerald & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC, each as sales agents and/or principals (collectively, the “Managers”). | d570236d8k.htm |
| 2013-05-08 | 8-K | 2013-05-07 | 5.07 Submission of Matters to a Vote of Security Holders | 5.07 Proposal 1: Election of directors to serve until the next Annual Meeting of Stockholders and until their successors are duly elected and qualify. | d535634d8k.htm |
| 2013-05-02 | 8-K | 2013-05-02 | 8.01 Other Events | 8.01 On May 2, 2013, Excel Trust, Inc. (the “Company”) and Excel Trust, L.P. (the “Operating Partnership”) entered into separate Amended and Restated Sales Agreements (collectively, the “Amended Agreements”) with each of Barclays Capital Inc., Cantor Fitzgerald & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC, each as sales agents and/or principals (collectively, the “Managers”). | d530310d8k.htm |
| 2013-05-02 | 8-K | 2013-05-01 | 2.02 Results of Operations and Financial Condition | 2.02 On May 1, 2013, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended March 31, 2013. | a50622443.htm |
| 2013-03-01 | 8-K | 2013-03-01 | 8.01 Other Events | 8.01 On February 27, 2013, Excel Trust, Inc. (the “Company”) issued a press release indicating that its Board of Directors had declared a first quarter cash dividend of $0.17 per share on the Company’s common stock, a cash dividend of $0.4375 per share on the Company’s Series A Cumulative Convertible Perpetual Preferred Stock and a cash dividend of $0.5078 per share on the Company’s Series B Cumulative Redeemable Preferred Stock, payable on April 15, 2013 to stockholders of record as of March 29, 2013. | d495024d8k.htm |
| 2013-02-28 | 8-K | 2013-02-27 | 2.02 Results of Operations and Financial Condition | 2.02 On February 27, 2013, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended December 31, 2012. | d493518d8k.htm |
| 2012-11-09 | 8-K | 2012-11-08 | 8.01 Other Events | 8.01 This discussion is a supplement to, and is intended to be read together with, the discussion under the heading “Material United States Federal Income Tax Considerations” included in our Registration Statements on Form S-3 (File Nos. 333-174020, 333-174022, 333-174023 and 333-181399), which we refer to as the Registration Statements. | d434612d8k.htm |
| 2012-11-08 | 8-K | 2012-11-07 | 2.02 Results of Operations and Financial Condition | 2.02 On November 7, 2012, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended September 30, 2012. | d434943d8k.htm |
| 2012-11-02 | 8-K/A | 2012-10-19 | 8.01 Other Events | 8.01 This Current Report on Form 8-K/A is being filed by Excel Trust, Inc. to provide the financial statements that were previously omitted in Item 9.01 of the Current Report on Form 8-K filed on October 19, 2012 relating to a portfolio of properties in Virginia and Florida (the “Southeast Portfolio”), collectively containing approximately 705,000 square feet of retail and commercial space, with an additional 339 apartment units on the upper levels of one of the shopping centers. | d432782d8ka.htm |
| 2012-10-30 | 8-K | 2012-10-25 | 8.01 Other Events | 8.01 On October 25, 2012, Excel Trust, Inc. (the “Company”) entered into an underwriting agreement with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC and Raymond James & Associates, Inc., as representatives of the underwriters (the “Underwriters”), pursuant to which the Company agreed to issue and sell 8,500,000 shares of the Company’s common stock, par value $0.01 per share (the “Common Stock”), plus up to an additional 1,275,000 shares of Common Stock pursuant to the Underwriters’ 30-day option to purchase additional shares, at a price to the public of $12.00 per share. | d430792d8k.htm |
| 2012-10-24 | 8-K | 2012-10-24 | 8.01 Other Events | d427500d8k.htm | |
| 2012-10-19 | 8-K | 2012-10-19 | 2.01 Completion of Acquisition or Disposition of Assets; 7.01 Regulation FD Disclosure | 2.01 On October 19, 2012, Excel Trust, Inc., a Maryland corporation (the “Company”), through its operating partnership subsidiary, Excel Trust, L.P. (the “Operating Partnership”), completed the previously announced acquisition of five retail shopping centers and a 50% interest in a sixth retail shopping center located in Florida and Virginia. 7.01 On October 19, 2012, the Company issued a press release announcing the acquisitions referenced in Item 2.01 above. | d427817d8k.htm |
| 2012-10-09 | 8-K | 2012-10-09 | 1.01 Entry into a Material Definitive Agreement; 3.02 Unregistered Sales of Equity Securities | 1.01 Entry into a Material Definitive Agreement. 3.02 The information set forth under Item 1.01 above is incorporated herein by reference. | d422204d8k.htm |
| 2012-08-02 | 8-K | 2012-08-02 | 8.01 Other Events | 8.01 This discussion is a supplement to, and is intended to be read together with, the discussion under the heading “Material United States Federal Income Tax Considerations” included in our Registration Statements on Form S-3 (File Nos. 333-174020, 333-174022, 333-174023 and 333-181399), which we refer to as the Registration Statements. | d390338d8k.htm |
| 2012-08-02 | 8-K | 2012-08-01 | 2.02 Results of Operations and Financial Condition | 2.02 On August 1, 2012, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended June 30, 2012. | d389448d8k.htm |
| 2012-07-25 | 8-K | 2012-07-20 | 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant | 1.01 On July 20, 2012, Excel Trust, Inc., a Maryland corporation, and our operating partnership subsidiary, Excel Trust, L.P., entered into an Amended and Restated Credit Agreement (the “Amended and Restated Credit Agreement”) with Wells Fargo Securities, LLC and KeyBanc Capital Markets, Inc., as Joint Lead Arrangers and Joint Bookrunners, Wells Fargo Bank, National Association, as Administrative Agent, KeyBank National Association, as Syndication Agent, US Bank, National Association, PNC Bank, National Association and Union Bank, N.A., as Documentation Agents, and certain other lenders party thereto. 2.03 The information set forth under Item 1.01 above is incorporated herein by reference. | d385472d8k.htm |
| 2012-05-25 | 8-K | 2012-05-25 | 8.01 Other Events | 8.01 Excel Trust, Inc. (the “Company”) has acquired four properties in separate transactions since December 31, 2011, for an aggregate purchase price of approximately $142.9 million. | d358945d8k.htm |
| 2012-05-14 | 8-K | 2012-05-14 | 8.01 Other Events | 8.01 On May 2, 2012, Excel Trust, Inc. issued a press release indicating that its Board of Directors had declared a second quarter cash dividend of $0.1625 per common share, a cash dividend of $0.4375 per share on the Company’s Series A Cumulative Convertible Perpetual Preferred Shares and a cash dividend of $0.5078 per share on the Company’s Series B Cumulative Redeemable Preferred Shares, payable on July 16, 2012 to shareholders of record as of June 30, 2012. | d351511d8k.htm |
| 2012-05-03 | 8-K | 2012-04-30 | 5.07 Submission of Matters to a Vote of Security Holders | 5.07 Proposal 1: Election of directors, to serve until the next Annual Meeting of Stockholders and until their successors are duly elected and qualified. | d346821d8k.htm |
| 2012-05-03 | 8-K | 2012-05-02 | 2.02 Results of Operations and Financial Condition | 2.02 On May 2, 2012, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended March 31, 2012. | d342265d8k.htm |
| 2012-03-09 | 8-K | 2012-03-09 | 8.01 Other Events | 8.01 On March 9, 2012, Excel Trust, Inc. (the “Company”) and Excel Trust, L.P. (the “Operating Partnership”) entered into separate Sales Agreements (collectively, the “Agreements”) with each of Cantor Fitzgerald & Co., Barclays Capital Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC, each as sales agents and/or principals (collectively, the “Managers”). | d315907d8k.htm |
| 2012-03-01 | 8-K | 2012-02-29 | 2.02 Results of Operations and Financial Condition | 2.02 www.exceltrust.com, are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated by reference herein. | d309506d8k.htm |
| 2012-02-02 | 8-K | 2012-01-30 | 1.01 Entry into a Material Definitive Agreement; 3.03 Material Modification to Rights of Security Holders; 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year | 1.01 Entry into a Material Definitive Agreement. 3.03 On January 30, 2012, the Company filed Articles Supplementary with the Maryland State Department of Assessments and Taxation designating the powers, preferences and privileges of the Series B Preferred Stock (the “Articles Supplementary”). 5.03 On January 30, 2012, the Company filed Articles Supplementary with the Maryland State Department of Assessments and Taxation designating the powers, preferences and privileges of the Series B Preferred Stock. | d292537d8k.htm |
| 2012-01-26 | 8-K | 2012-01-23 | 1.01 Entry into a Material Definitive Agreement; 3.02 Unregistered Sales of Equity Securities | 1.01 Entry into a Material Definitive Agreement. 3.02 The information set forth under Item 1.01 above is incorporated herein by reference. | d288348d8k.htm |
| 2012-01-26 | 8-K | 2012-01-20 | 8.01 Other Events | 8.01 On January 20, 2012, Excel Trust, Inc. (the “Company”) entered into an underwriting agreement with Wells Fargo Securities, LLC, Raymond James & Associates, Inc. and UBS Securities LLC, as representatives of the underwriters (the “Underwriters”), pursuant to which the Company agreed to issue and sell 3,680,000 shares of the Company’s 8.125% Series B Cumulative Redeemable Preferred Stock, par value $0.01 per share (the “Series B Preferred Stock”), with a liquidation preference of $25.00 per share, including 480,000 shares of Series B Preferred Stock being issued and sold pursuant to the Underwriters’ exercise in full of their overallotment option on January 24, 2012. | d288362d8k.htm |
| 2011-11-03 | 8-K | 2011-11-02 | 2.02 Results of Operations and Financial Condition | 2.02 On November 2, 2011, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended September 30, 2011. | d250064d8k.htm |
| 2011-11-01 | 8-K | 2011-10-26 | 1.01 Entry into a Material Definitive Agreement; 3.02 Unregistered Sales of Equity Securities | 1.01 Entry into a Material Definitive Agreement. 3.02 The information set forth under Item 1.01 above is incorporated herein by reference. | d250653d8k.htm |
| 2011-09-08 | 8-K | 2011-09-08 | 7.01 Regulation FD Disclosure | 7.01 The following information is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. | d8k.htm |
| 2011-08-11 | 8-K | 2011-08-10 | 2.02 Results of Operations and Financial Condition | 2.02 On August 10, 2011, Excel Trust, Inc. (the “Company’’) issued a press release regarding its financial results for the periods ended June 30, 2011. | d8k.htm |
| 2011-07-14 | 8-K | 2011-07-11 | 2.01 Completion of Acquisition or Disposition of Assets; 7.01 Regulation FD Disclosure | 2.01 On July 11, 2011, Excel Trust, Inc. (the “Company”), through its operating partnership subsidiary, Excel Trust, L.P., completed the acquisition of The Promenade, a 729,921 square foot retail shopping center (of which 433,533 square feet are owned) located in Scottsdale, Arizona. 7.01 On July 12, 2011, the Company issued a press release announcing the acquisition of The Promenade. | d8k.htm |
| 2011-06-29 | 8-K | 2011-06-23 | 8.01 Other Events | 8.01 On June 23, 2011, Excel Trust, Inc. (the “Company”) entered into an underwriting agreement with Morgan Stanley & Co. LLC, Barclays Capital Inc., KeyBanc Capital Markets Inc. and Wells Fargo Securities, LLC, as representatives of the underwriters (the “Underwriters”), pursuant to which the Company agreed to issue and sell 12,500,000 shares of the Company’s common stock, par value $0.01 per share (the “Common Stock”), plus up to an additional 1,875,000 shares of Common Stock pursuant to the Underwriters’ 30-day over-allotment option, at a price to the public of $10.94 per share. | d8k.htm |
| 2011-06-13 | 8-K/A | 2011-03-21 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2011-06-13 | 8-K/A | 2010-04-05 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2011-06-07 | 8-K | 2011-06-07 | 7.01 Regulation FD Disclosure | 7.01 The following information is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. | d8k.htm |
| 2011-06-06 | 8-K | 2011-06-03 | 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant | 1.01 On June 3, 2011, Excel Trust, Inc., a Maryland corporation, and our operating partnership subsidiary, Excel Trust, L.P., entered into a Third Amendment to Credit Agreement (the “Third Amendment”) with Wells Fargo Bank, National Association, as administrative agent, and each of the lenders identified therein. 2.03 The information set forth under Item 1.01 above is incorporated herein by reference. | d8k.htm |
| 2011-05-12 | 8-K | 2011-05-09 | 5.07 Submission of Matters to a Vote of Security Holders | 5.07 Proposal 1: Election of directors, to serve until the next Annual Meeting of Stockholders and until their successors are duly elected and qualified. | d8k.htm |
| 2011-05-06 | 8-K | 2011-05-05 | 2.02 Results of Operations and Financial Condition | 2.02 On May 5, 2011, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended March 31, 2011, Copies of the press release as well as supplemental information are available on the Company’s website at www.exceltrust.com, are attached hereto as Exhibits 99.1 and 99.2, respectively, and are incorporated by reference herein. | d8k.htm |
| 2011-05-04 | 8-K/A | 2011-04-05 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2011-05-04 | 8-K/A | 2011-03-21 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2011-04-07 | 8-K | 2011-04-05 | 2.01 Completion of Acquisition or Disposition of Assets; 7.01 Regulation FD Disclosure | 2.01 On April 5, 2011, the Company, through the Operating Partnership, completed the acquisition of Gilroy Crossing Shopping Center (“Gilroy Crossing”), a 473,640 square foot retail shopping center (of which 325,431 square feet are owned) located in Gilroy, California. 7.01 On April 6, 2011, the Company issued a press release announcing the acquisition of Gilroy. | d8k.htm |
| 2011-03-25 | 8-K | 2011-03-21 | 1.01 Entry into a Material Definitive Agreement | 1.01 Entry into a Material Definitive Agreement. | d8k.htm |
| 2011-02-24 | 8-K/A | 2010-12-09 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2011-02-24 | 8-K | 2011-02-23 | 2.02 Results of Operations and Financial Condition | 2.02 On February 23, 2011, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended December 31, 2010. | d8k.htm |
| 2011-01-31 | 8-K | 2011-01-28 | 1.01 Entry into a Material Definitive Agreement; 3.03 Material Modification to Rights of Security Holders; 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year | 1.01 Entry into a Material Definitive Agreement. 3.03 The following is a summary description of the powers, preferences and privileges of the holders of shares of the Series A Preferred Stock and the general effect of the issuance of such shares on the Company’s other classes of securities. 5.03 On January 28, 2011, the Company filed Articles Supplementary with the Maryland State Department of Assessments and Taxation designating the powers, preferences and privileges of the Series A Preferred Stock. | d8k.htm |
| 2011-01-25 | 8-K | 2011-01-25 | 3.02 Unregistered Sales of Equity Securities; 7.01 Regulation FD Disclosure; 8.01 Other Events | 3.02 On January 25, 2011, Excel Trust, Inc., a Maryland corporation (the “Company”), and Excel Trust, L.P., a Delaware limited partnership, entered into a purchase agreement (the “Purchase Agreement”) with Stifel, Nicolaus & Company, Incorporated and Raymond James & Associates, Inc., as initial purchasers (the “Initial Purchasers”), in connection with the offer and sale by the Company of 2,000,000 shares of the Company’s 7.00% Series A Cumulative Convertible Perpetual Preferred Stock, par value $0.01 per share, with a liquidation preference of $25.00 per share (the “Series A Preferred Stock”) for an aggregate purchase price of $50.0 million. 7.01 The following information, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. 8.01 On January 25, 2011, the Company issued a press release announcing that it had priced the offer and sale of the Series A Preferred Stock discussed in Item 3.02 above, a copy of which is attached as Exhibit 99.2 hereto and incorporated herein by reference. | d8k.htm |
| 2011-01-11 | 8-K | 2011-01-10 | 3.02 Unregistered Sales of Equity Securities; 7.01 Regulation FD Disclosure | 3.02 On January 10, 2011, Excel Trust, Inc., a Maryland corporation (the “Company”), through its operating partnership subsidiary, Excel Trust, L.P. (the “Operating Partnership”), executed an agreement to acquire Edwards Theatres, a 100,511 square foot freestanding property located in San Marcos, California that is currently 100% leased by one tenant. 7.01 On January 11, 2011, the Company issued a press release announcing its agreement to acquire Edwards Theatres. | d8k.htm |
| 2010-12-15 | 8-K | 2010-12-09 | 1.01 Entry into a Material Definitive Agreement; 2.01 Completion of Acquisition or Disposition of Assets; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; 7.01 Regulation FD Disclosure | 1.01 On December 9, 2010, Excel Trust, Inc. (the “Company”), through its operating partnership subsidiary, Excel Trust, L.P. (the “Operating Partnership”), executed a purchase agreement to acquire Gilroy Crossing Shopping Center (“Gilroy Crossing”), a 473,640 square foot shopping center (of which 325,431 square feet are owned) located in Gilroy, California. 2.01 On December 13, 2010, the Company, through the Operating Partnership, completed the acquisition of Park West Place Shopping Center (“Park West Place”), a 739,234 square foot retail shopping center (of which 597,787 square feet are owned) located in Stockton, California, for approximately $92.5 million in cash (excluding closing costs). 2.03 The information set forth under Item 2.01 above is incorporated herein by reference. 7.01 On December 15, 2010, the Company issued a press release announcing the agreement to purchase Gilroy Crossing and the acquisition of Park West Place. | d8k.htm |
| 2010-12-15 | 8-K/A | 2010-10-01 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2010-12-08 | 8-K | 2010-12-03 | 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant | 1.01 On December 3, 2010, Excel Trust, Inc., a Maryland corporation, and our operating partnership subsidiary, Excel Trust, L.P., entered into a Second Amendment to Credit Agreement (the “Second Amendment”) with Wells Fargo Bank, National Association, as administrative agent, and each of the lenders identified therein. 2.03 The information set forth under Item 1.01 above is incorporated herein by reference. | d8k.htm |
| 2010-11-10 | 8-K | 2010-11-10 | 2.02 Results of Operations and Financial Condition | 2.02 On November 10, 2010, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the periods ended September 30, 2010, which referred to certain supplemental information that is available on the Company’s website at www.exceltrust.com. | d8k.htm |
| 2010-11-10 | 8-K/A | 2010-08-30 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2010-10-13 | 8-K | 2010-10-13 | 7.01 Regulation FD Disclosure | 7.01 Excel Trust, Inc. (the “Company”) is furnishing a copy of the presentation materials that it is currently using at investor and industry conferences as Exhibit 99.1 hereto. | d8k.htm |
| 2010-10-06 | 8-K | 2010-10-01 | 2.01 Completion of Acquisition or Disposition of Assets; 7.01 Regulation FD Disclosure | 2.01 On October 1, 2010, Excel Trust Inc. (the “Company”), through its operating partnership subsidiary, Excel Trust, L.P. (the “Operating Partnership”), completed the acquisition of Brandywine Crossing Shopping Center (“Brandywine Crossing”), a 197,884 square foot shopping center located in Brandywine, Maryland, from Faison-Brandywine, LLC for approximately $45.1 million in cash (excluding closing costs). 7.01 On October 4, 2010, the Company issued a press release announcing the acquisitions of Brandywine Crossing and Rosewick Crossing. | d8k.htm |
| 2010-09-28 | 8-K | 2010-09-23 | 1.01 Entry into a Material Definitive Agreement; 7.01 Regulation FD Disclosure | 1.01 Entry into a Material Definitive Agreement. 7.01 On September 28, 2010, the Company issued a press release announcing its agreement to purchase Park West. | d8k.htm |
| 2010-09-10 | 8-K/A | 2010-06-29 | 9.01 Financial Statements and Exhibits | d8ka.htm | |
| 2010-09-09 | 8-K | 2010-09-03 | 1.01 Entry into a Material Definitive Agreement; 7.01 Regulation FD Disclosure | 1.01 Entry into a Material Definitive Agreement. 7.01 On September 7, 2010, the Company issued a press release announcing recent property acquisitions. | d8k.htm |
| 2010-09-03 | 8-K | 2010-08-30 | 1.01 Entry into a Material Definitive Agreement; 2.01 Completion of Acquisition or Disposition of Assets | 1.01 Entry into a Material Definitive Agreement. 2.01 The information contained in Item 1.01 of this report is incorporated herein by reference. | d8k.htm |
| 2010-08-12 | 8-K | 2010-08-11 | 2.02 Results of Operations and Financial Condition | 2.02 On August 11, 2010, Excel Trust, Inc. (the “Company”) issued a press release regarding its financial results for the period ended June 30, 2010, which referred to certain supplemental information that is available on the Company’s website at www.exceltrust.com. | d8k.htm |
| 2010-07-13 | 8-K | 2010-07-08 | 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant | 1.01 On July 8, 2010, Excel Trust, Inc., a Maryland corporation, and our operating partnership subsidiary, Excel Trust, L.P., entered into an unsecured revolving credit facility with Wells Fargo Securities, LLC and KeyBanc Capital Markets, as Joint Lead Arrangers and Joint Bookrunners, Wells Fargo Bank, National Association, as Administrative Agent, KeyBank National Association, as Syndication Agent, PNC Capital Markets, LLC and U.S. Bank National Association, as Documentation Agents, and certain other lenders party thereto (the “Credit Agreement”). 2.03 The information set forth under Item 1.01 above is incorporated herein by reference. | d8k.htm |
| 2010-07-02 | 8-K | 2010-06-29 | 2.01 Completion of Acquisition or Disposition of Assets | 2.01 On June 29, 2010, Excel Trust, Inc., a Maryland corporation (the “Company”), through its operating partnership subsidiary, Excel Trust, L.P. (the “Operating Partnership”), completed the acquisition of Plaza at Rockwall Phase I, a 332,989 square foot community shopping center located in Rockwall, Texas, from CNLRS Rockwall, L.P., a Texas limited partnership. | d8k.htm |
| 2010-05-07 | 8-K | 2010-05-04 | 3.02 Unregistered Sales of Equity Securities | 3.02 On May 4, 2010 and May 5, 2010, in connection with our formation and initial public offering, an aggregate of 194,136 shares of our common stock, $0.01 par value per share, with an aggregate value of approximately $2.7 million based on the initial public offering price of our common stock, were issued to the Gary B. Sabin Family Trust dated May 20, 1982, in exchange for the contribution to us of interests in, or interests in the entities that own, the following properties: Five Forks Place, located in Simpsonville, South Carolina; and Newport Center, located in Newport, Tennessee. | d8k.htm |
| 2010-04-28 | 8-K | 2010-04-23 | 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers; 8.01 Other Events | 5.02 On April 23, 2010, Excel Trust, Inc. (the “Company”) and Excel Trust, L.P. entered into employment agreements with the Company’s executive officers: Gary B. Sabin, Chief Executive Officer; Spencer G. Plumb, President and Chief Operating Officer; James Y. Nakagawa, Chief Financial Officer and Treasurer; Mark T. Burton, Chief Investment Officer and Senior Vice President of Acquisitions; and S. Eric Ottesen, Senior Vice President, General Counsel and Secretary. 8.01 On April 28, 2010, the Company closed the initial public offering of shares of its common stock. | d8k.htm |