People: Excel Trust Inc (EXL)
EXL on New York Consolidated
15.15USD
20 May 2013
15.15USD
20 May 2013
Price Change (% chg)
$0.00 (+0.00%)
$0.00 (+0.00%)
Prev Close
$15.15
$15.15
Open
$15.17
$15.17
Day's High
$15.24
$15.24
Day's Low
$15.08
$15.08
Volume
84,912
84,912
Avg. Vol
189,064
189,064
52-wk High
$15.40
$15.40
52-wk Low
$10.90
$10.90
Summary
| Name | Age | Since | Current Position |
|---|---|---|---|
Gary Sabin |
58 | 2009 | Chairman of the Board, Chief Executive Officer |
Spencer Plumb |
38 | 2010 | President, Chief Operating Officer, Director |
James Nakagawa |
47 | 2009 | Chief Financial Officer, Treasurer |
Mark Burton |
52 | 2010 | Senior Vice President - Acquisitions, Chief Investment Officer, Director |
S. Eric Ottesen |
57 | 2009 | Senior Vice President, General Counsel, Secretary |
Matthew Romney |
41 | 2009 | Senior Vice President - Capital Markets |
William Stone |
69 | 2009 | Senior Vice President - Asset Management/Development |
Bruce Blakley |
67 | 2010 | Independent Director |
Burland East |
53 | 2010 | Independent Director |
Robert Parsons |
57 | 2010 | Independent Director |
Warren Staley |
70 | 2010 | Independent Director |
Biographies
| Name | Description |
|---|---|
Gary Sabin |
Mr. Gary B. Sabin is Chairman of the Board, Chief Executive Officer of Excel Trust, Inc. Since October 2003, Mr. Sabin has served as Chairman, Chief Executive Officer and President of Excel Realty Holdings. From September 2001 to October 2003, Mr. Sabin served as Co-Chairman and Chief Executive Officer of Price Legacy Corporation. From November 1997 to September 2001, Mr. Sabin served as Chairman, President and Chief Executive Officer of Excel Legacy Corporation. From September 1998 to April 1999, Mr. Sabin served as a Director and President of New Plan Excel Realty Trust. From January 1989 to September 1998, Mr. Sabin served as Chairman, President and Chief Executive Officer of Excel Realty Trust. In addition, Mr. Sabin has served as Chief Executive Officer of various companies since his founding of Excel Realty Trust Inc.’s predecessor company and its affiliates beginning in 1978. He has been active for over 30 years in diverse aspects of the real estate industry, including the evaluation and negotiation of real estate acquisitions, management, financing, development and dispositions. Mr. Sabin also currently serves as Chairman of The Sabin Children’s Foundation and Vice Chairman of the Cystic Fibrosis Foundation. Mr. Sabin received a Master’s Degree in Management from Stanford University as a Sloan Fellow and a Bachelor of Science in Finance from Brigham Young University. Mr. Sabin is the father-in-law of Spencer Plumb. |
Spencer Plumb |
Mr. Spencer G. Plumb is President, Chief Operating Officer and Director of Excel Trust Inc. Since January 2008, Mr. Plumb has served as Chief Operating Officer of Excel Realty Holdings. From October 2003 to January 2008, Mr. Plumb served as Senior Vice President of Investments of Excel Realty Holdings. From September 2001 to October 2003, Mr. Plumb served as Investment Analyst of Price Legacy Corporation. From November 1997 to September 2001, Mr. Plumb served as Investment Analyst of Excel Legacy Corporation. From September 1998 to April 1999, Mr. Plumb served as Property Analyst, Asset Management of New Plan Excel Realty Trust. From May 1997 to September 1998, Mr. Plumb served as Property Analyst of Excel Realty Trust. Mr. Plumb also currently serves on the investment committee of The Sabin Children’s Foundation and as a director of the San Diego chapter of the Cystic Fibrosis Foundation. Mr. Plumb received a Bachelor of Arts in Economics from Brigham Young University. |
James Nakagawa |
Mr. James Y. Nakagawa is Chief Financial Officer, Treasurer of Excel Trust, Inc. Since October 2003, Mr. Nakagawa has served as Chief Financial Officer of Excel Realty Holdings. From September 2001 to January 2004, Mr. Nakagawa served as Chief Financial Officer of Price Legacy Corporation. From October 1998 to September 2001, Mr. Nakagawa served as Chief Financial Officer, and from March 1998 to October 1998, as Controller of Excel Legacy Corporation. From September 1998 to April 1999, Mr. Nakagawa served as Controller of New Plan Excel Realty Trust. From September 1994 to September 1998, Mr. Nakagawa served as Controller of Excel Realty Trust. Prior to joining Excel Realty Trust, Mr. Nakagawa was a manager at Coopers & Lybrand LLP. Mr. Nakagawa serves as a director of NP Strategies, a nonprofit strategy consulting organization. Mr. Nakagawa received a Bachelor of Science in Business Administration with a concentration in accounting from San Diego State University and is a certified public accountant. He is a member of the AICPA and the California Society of CPAs. |
Mark Burton |
Mr. Mark T. Burton is Senior Vice President - Acquisitions, Chief Investment Officer, Director of Excel Trust Inc. Since October 2003, Mr. Burton has served as Senior Vice President of Acquisitions/Dispositions of Excel Realty Holdings. From September 2001 to February 2004, Mr. Burton served as Senior Vice President — Acquisitions of Price Legacy Corporation. From November 1997 to September 2001, Mr. Burton served as Senior Vice President — Acquisitions of Excel Legacy Corporation. From September 1998 to April 1999, Mr. Burton served as Senior Vice President — Acquisitions of New Plan Excel Realty Trust. From October 1995 to September 1998, Mr. Burton served as Senior Vice President — Acquisitions, and from January 1989 to October 1995 as Vice President — Acquisitions, of Excel Realty Trust. Mr. Burton was associated with Excel Realty Trust and its affiliates beginning in 1983, primarily in the evaluation and selection of property acquisitions. Mr. Burton also currently serves as a director of The Sabin Children’s Foundation. Mr. Burton received a Bachelor of Arts in Finance from Brigham Young University. |
S. Eric Ottesen |
Mr. S. Eric Ottesen is Senior Vice President, General Counsel, Secretary of Excel Trust, Inc. Since October 2003, Mr. Ottesen has served as Senior Vice President, General Counsel and Secretary of Excel Realty Holdings. From September 2001 to October 2003, Mr. Ottesen served as Senior Vice President, General Counsel and Secretary of Price Legacy Corporation. From November 1997 to September 2001, Mr. Ottesen served as Senior Vice President, General Counsel and Assistant Secretary of Excel Legacy Corporation. From September 1998 to April 1999, Mr. Ottesen served as Senior Vice President — Legal Affairs and Secretary of New Plan Excel Realty Trust. From September 1996 to September 1998, Mr. Ottesen served as Senior Vice President, General Counsel and Assistant Secretary of Excel Realty Trust. From 1987 to 1995, he was a senior partner in a San Diego law firm. Mr. Ottesen also currently serves as a director of The Sabin Children’s Foundation and the San Diego chapter of the Cystic Fibrosis Foundation. Mr. Ottesen received a Juris Doctor from Southwestern University and a Bachelor of Arts in English from Brigham Young University. |
Matthew Romney |
Mr. Matthew S. Romney is Senior Vice President of Capital Markets of Excel Trust, Inc. Since January 2008, Mr. Romney has served as Vice President of Strategy/Investments of Excel Realty Holdings. From September 2005 to January 2008, Mr. Romney served as Vice President Property Management for Excel Realty Holdings. From September 2003 to July 2005, Mr. Romney served as Product Manager for Microsoft Corporation. Prior to joining Microsoft Corporation, Mr. Romney held various marketing and project management positions for Lavastorm, Inc. and Polaroid Corporation. Mr. Romney received a Master’s Degree in Business Administration from Harvard Business School and a Bachelor of Arts in Political Science from Brigham Young University. |
William Stone |
Mr. William J. Stone is Senior Vice President - Asset Management/Development of Excel Trust, Inc. Since October 2003, Mr. Stone has served as Senior Vice President of Development of Excel Realty Holdings. From September 2001 to October 2003, Mr. Stone served as Senior Vice President of Development of Price Legacy Corporation. From October 1999 to September 2001, Mr. Stone served as Senior Vice President of Development of Excel Legacy Corporation. Prior to joining Excel Legacy Corporation, Mr. Stone served as Executive Vice President of DDR/Oliver McMillan where he oversaw the development of urban retail redevelopment projects. Mr. Stone attended Cal Poly Pomona. |
Bruce Blakley |
Mr. Bruce G. Blakley CPA, is Independent Director of Excel Trust, Inc. Mr. Blakley retired from PricewaterhouseCoopers LLP in 2005 after a career of 32 years, including 23 years as an audit partner. Mr. Blakley currently serves as an adjunct faculty member at the Rady School of Management at the University of California, San Diego. He currently serves on the board of directors of Cubic Corporation, a public company, where he chairs the Audit Committee, HDOS Enterprises, a private company, where he is the Chair and serves on the Audit Committee, and NP Strategies, a not-for-profit. Mr. Blakley received a Bachelor of Arts in Business with an accounting from Bowling Green State University. Mr. Blakley is a certified public accountant in California. |
Burland East |
Mr. Burland B. East III is Independent Director of Excel Trust, Inc. Mr. East is the Chief Executive Officer of American Assets Investment Management, LLC, an SEC-registered investment advisor based in San Diego with over $900 million in assets under management. Mr. East was a Managing Principal of Silver Portal Capital, LLC, a FINRA-regulated investment bank specializing in institutional real estate from October 2001 to July 2010. From August 1992 to February 2001, Mr. East was a Managing Director, Senior Equity Analyst and Group Co-Head at First Union Securities, EVEREN Securities Inc. and Kemper Securities Inc., with primary responsibility for equity research coverage of all forms of publicly traded real estate companies and related investment banking. Since 2003, Mr. East has served on the Leadership Council of the Lusk Center for Real Estate at the University of Southern California. Mr. East is a NAREIT member and was a NAREIT Board Associate in 1998/1999. Mr. East received both a Bachelor of Arts in Business and Master’s Degree in Business Administration from Loyola College in Maryland. Mr. East holds a Chartered Financial Analyst (CFA) designation. |
Robert Parsons |
Mr. Robert E. Parsons, Jr., is Independent Director of Excel Trust, Inc. Mr. Parsons has served as Executive Vice President and Chief Financial Officer of Exclusive Resorts, LLC since June 2004. Prior to joining Exclusive Resorts, Mr. Parsons had worked for over 20 years at Marriott Corporation and then Host Marriott Corporation in various financial positions, including serving as Executive Vice President and Chief Financial Officer of Host Marriott Corporation for more than seven years. Since September 2010, Mr. Parsons has served on the board of directors of Carey Watermark Investors Incorporated, a public REIT. Mr. Parsons served on the board of directors of Tenfold Corporation from September 2004 to May 2008 and CNL Hotels & Resorts, Inc. from September 2003 to April 2007. Mr. Parsons received a Master’s Degree in Business Administration from the Graduate School of Management at Brigham Young University and a Bachelor of Arts in Accounting from Brigham Young University. |
Warren Staley |
Mr. Warren R. Staley is Independent Director of Excel Trust, Inc. Mr. Staley served as Chief Executive Officer of Cargill, Inc., an international marketer, processor and distributor of agricultural food, financial and industrial products, from 1999 until his retirement in 2007. He served on Cargill’s board of directors from 1995 to 2007, including as Chairman from 2000 to 2007. Mr. Staley currently serves on the board of directors of PACCAR Inc., and previously served on the boards of directors of U.S. Bancorp from 1999 to 2008 and Target Corporation from 2001 to 2007. Mr. Staley received a Master’s Degree in Business Administration from Cornell University and a Bachelor of Science in Electrical Engineering from Kansas State University. |
Basic Compensation
| Name | Fiscal Year Total |
|---|---|
Gary Sabin |
970,227 |
Spencer Plumb |
388,158 |
James Nakagawa |
388,158 |
Mark Burton |
388,158 |
S. Eric Ottesen |
388,158 |
Matthew Romney |
-- |
William Stone |
-- |
Bruce Blakley |
-- |
Burland East |
-- |
Robert Parsons |
-- |
Warren Staley |
-- |
As Of 30 Dec 2012
Options Compensation
| Name | Options | Value |
|---|---|---|
Gary Sabin |
0 | 0 |
Spencer Plumb |
0 | 0 |
James Nakagawa |
0 | 0 |
Mark Burton |
0 | 0 |
S. Eric Ottesen |
0 | 0 |
Matthew Romney |
0 | 0 |
William Stone |
0 | 0 |
Bruce Blakley |
0 | 0 |
Burland East |
0 | 0 |
Robert Parsons |
0 | 0 |
Warren Staley |
0 | 0 |
| Name | Shares Traded | Price |
|---|---|---|
SABIN GARY BYRON |
3,000 | $11.47 |
SABIN GARY BYRON |
2,000 | $11.68 |
SABIN GARY BYRON |
5,000 | $11.40 |
SABIN GARY BYRON |
1,000 | $11.30 |
SABIN GARY BYRON |
2,000 | $11.50 |
SABIN GARY BYRON |
1,000 | $11.27 |
SABIN GARY BYRON |
3,960 | $11.63 |
SABIN GARY BYRON |
6,040 | $11.69 |
EAST BURLAND B |
3,339 | $0.00 |
PARSONS ROBERT E JR |
3,339 | $0.00 |
STALEY WARREN R |
3,339 | $0.00 |
BLAKLEY BRUCE G |
3,339 | $0.00 |
PARSONS ROBERT E JR |
3,500 | $12.69 |
PLUMB SPENCER G |
500 | $9.75 |
SABIN GARY BYRON |
3,310 | $10.07 |
SABIN GARY BYRON |
10,000 | $9.80 |

