Form 4 for EPR EPR PROPERTIES
Accepted 2024-02-28 00:00:00 ET · period of report 2024-02-26 · accession 0001045450-24-000022 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-02-28 | 2024-02-27 | EPR | Peterson Mark Alan | EVP, CFO | G - Gift | $0.00 | -28.7K | 80.6K | -26% | $0 | |
| 2024-02-28 | 2024-02-26 | EPR | Peterson Mark Alan | EVP, CFO | F - Tax | $42.87 | -23.7K | 109.3K | -18% | -$1.01M | |
| M | 2024-02-28 | 2024-02-26 | EPR | Peterson Mark Alan | EVP, CFO | A - Grant | $0.00 | +89.5K | 71.1K | New | $0 |
| I | 2024-02-28 | 2024-02-27 | EPR | Peterson Mark Alan | EVP, CFO | G - Gift | $0.00 | +28.7K | 163.5K | +21% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Shares of Beneficial Interest | 2024-02-27 | G | D | 28,733 | $0.00 | 80,592 | D | — | — | |
| 2 | Common | Common Shares of Beneficial Interest | 2024-02-26 | F | D | 23,651 | $42.87 | 109,325 | D | — | — | |
| 3 | Common | Common Shares of Beneficial Interest | 2024-02-26 | A | A | 52,384 | $0.00 | 132,976 | D | — | — | (F3) The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan. |
| 4 | Common | Common Shares of Beneficial Interest | 2024-02-26 | A | A | 9,504 | $0.00 | 80,592 | D | — | — | (F2) The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2025. |
| 5 | Common | Common Shares of Beneficial Interest | 2024-02-26 | A | A | 27,650 | $0.00 | 71,088 | D Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust | — | — | (F1) At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of cash bonus and vest in three annual installments, beginning January 1, 2025. |
| 6 | Common | Common Shares of Beneficial Interest | 2024-02-27 | G | A | 28,733 | $0.00 | 163,464 | I | — | — |