Form D · REITS and Finance

Excel Trust, Inc.

San Diego, CA · CIK 0001478950

Offering snapshot reported Apr 6, 2012 · SEC filing

Reported sold: $1.7M
Investors reported: 5
Minimum accepted: $1
First sale: Mar 21, 2012

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 6, 2012	Initial	$1,702,596	No comparison	5	SEC filing
Feb 6, 2012	Initial	$42,000,000	No comparison	1	SEC filing
May 19, 2010	Initial	$7,111,902	No comparison	2	SEC filing

Offering details

Securities: Equity
Exemptions: 06
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-176313

The issuer has issued, and may in the future issue, shares of common stock to certain limited partners of Excel Trust, L.P. in exchange for their limited partnership interests.

Source: Form D, filed Apr 6, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Bruce G. Blakley	Director
Mark T. Burton	Director, Executive
Burland B East	Director
Burland B. East Iii	Director
James Y. Nakagawa	Executive
S Eric Ottesen	Executive, Promoter
S. Eric Ottesen	Executive
Robert E Parsons	Director
Robert E. Parsons Jr.	Director
Robert E. Parsons, Jr.	Director
Spencer G. Plumb	Director, Executive
Matthew S. Romney	Executive
Gary B. Sabin	Director, Executive
Warren R. Staley	Director
William J. Stone	Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:

17140 Bernardo Center Drive Suite 300
San Diego, CA, 92128