Form 4 for EPR EPR PROPERTIES
Accepted 2024-02-28 00:00:00 ET · period of report 2024-02-26 · accession 0001045450-24-000024 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2024-02-28 | 2024-02-26 | EPR | Zimmerman Gregory E | EVP, CIO | A - Grant | $0.00 | +84.2K | 116.1K | +264% | $0 |
| 2024-02-28 | 2024-02-26 | EPR | Zimmerman Gregory E | EVP, CIO | F - Tax | $42.87 | -22.2K | 93.9K | -19% | -$950.3K | |
| I | 2024-02-28 | 2024-02-27 | EPR | Zimmerman Gregory E | EVP, CIO | G - Gift | $0.00 | +26.9K | 74.9K | +56% | $0 |
| 2024-02-28 | 2024-02-27 | EPR | Zimmerman Gregory E | EVP, CIO | G - Gift | $0.00 | -26.9K | 67.0K | -29% | $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 | 2024-02-26 | A | A | 8,474 | $0.00 | 66,969 | 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. |
| 2 | Common | Common Shares of Beneficial Interest | 2024-02-26 | A | A | 26,627 | $0.00 | 58,495 | D Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 | — | — | (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. |
| 3 | Common | Common Shares of Beneficial Interest | 2024-02-26 | A | A | 49,097 | $0.00 | 116,066 | 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 | F | D | 22,167 | $42.87 | 93,899 | D | — | — | |
| 5 | Common | Common Shares of Beneficial Interest | 2024-02-27 | G | A | 26,930 | $0.00 | 74,901 | I | — | — | |
| 6 | Common | Common Shares of Beneficial Interest | 2024-02-27 | G | D | 26,930 | $0.00 | 66,969 | D | — | — |