# Excel Trust, Inc.: Form D filings

Excel Trust, Inc., a real estate finance company in San Diego, CA, filed 3 Form D notices with the SEC between 2010 and 2012. The latest, on April 6, 2012, reports $1.7 million sold of an offering with no set size to 5 investors.

Find out what Excel Trust, Inc. does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

This record is a row of these lists. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, street, city, state, ZIP and 4 more), which open on your screen as soon as the payment clears and come by email.

- [Form D filings in California](https://specstream.ai/data/form-d/state/california): 5,891 rows, by operating companies, filed since November 1, 2024, $138.91, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/california
- [Form D filings in REITS and Finance](https://specstream.ai/data/form-d/industry/reits-and-finance): 1,694 rows, by operating companies, filed since November 1, 2024, $84.70, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/reits-and-finance

SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.

## Company details from the filing

- Address: 17140 BERNARDO CENTER DRIVE, SUITE 300, San Diego, CA, 92128
- Phone: (858) 613-1800
- Industry: REITS and Finance
- Entity type: Corporation
- Incorporated in: Maryland
- Year incorporated: 2009
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 506
- SEC identifier (CIK): 1478950

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Apr 6, 2012 | New notice | Indefinite | $1,702,596 | Indefinite | 5 | Mar 21, 2012 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1478950/000147895012000002/0001478950-12-000002-index.htm) |
| Feb 6, 2012 | New notice | $42,000,000 | $42,000,000 | $0 | 1 | Jan 23, 2012 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1478950/000147895012000001/0001478950-12-000001-index.htm) |
| May 19, 2010 | New notice | $7,111,902 | $7,111,902 | $0 | 2 | May 4, 2010 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1478950/000147895010000001/0001478950-10-000001-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| S. Eric Ottesen | Executive Officer |  |
| Gary B. Sabin | Executive Officer, Director |  |
| Burland B. East III | Director |  |
| Mark T. Burton | Executive Officer, Director |  |
| James Y. Nakagawa | Executive Officer |  |
| Spencer G. Plumb | Executive Officer, Director |  |
| Bruce G. Blakley | Director |  |
| Warren R. Staley | Director |  |
| William J. Stone | Executive Officer |  |
| Robert E. Parsons, Jr. | Director |  |
| Matthew S. Romney | Executive Officer |  |

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- [New Age Financial Invest LLC](https://specstream.ai/data/form-d/company/new-age-financial-invest-llc-2089832) $1.3 million · Sep 30, 2026

[Every Form D from the week of Apr 2, 2012](https://specstream.ai/data/form-d/week/2012-04-02) · [All recent filings in California](https://specstream.ai/data/form-d/state/california) · [All recent REITS and Finance filings](https://specstream.ai/data/form-d/industry/reits-and-finance)

Read from SEC EDGAR. Amount sold is what Excel Trust, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).