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EPR PROPERTIES

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3975
SEC CIK
0001045450
Parsed reports
363

Last 12 months

Inside the activity.

0 purchase rows · 20 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202601
Feb 202601
Mar 202603
Apr 202603
May 202601
Jun 202603
Jul 202602
Aug 202604
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 07, 2021 Filed May 11, 2021 14:30 UTC Exercise / conversionOptions to Purchase Common Shares of Beneficial Interest · Derivative 1,355 $0.00 Strike: $47.77 $0.00
Disclosure

SEC source: 0001045450-21-000031 · primary_doc.xml · derivative · entry 3

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,093

Underlying: Common Shares of Beneficial Interest · 1,355 shares

Expires 2021-05-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 07, 2021 Filed May 11, 2021 14:30 UTC Tax withholdingCommon Shares of Beneficial Interest 1,308 $49.50 $64,746.00
Disclosure

SEC source: 0001045450-21-000031 · primary_doc.xml · nonDerivative · entry 2

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,368

F1 · shares: These shares were assigned to the Company in payment of exercise price and associated taxes.

Read SEC document
May 07, 2021 Filed May 11, 2021 14:30 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,355 $47.77 $64,728.35
Disclosure

SEC source: 0001045450-21-000031 · primary_doc.xml · nonDerivative · entry 1

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,676

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 07, 2021 Filed May 11, 2021 14:20 UTC Exercise / conversionOptions to Purchase Common Shares of Beneficial Interest · Derivative 1,355 $0.00 Strike: $47.77 $0.00
Disclosure

SEC source: 0001045450-21-000030 · primary_doc.xml · derivative · entry 5

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,093

Underlying: Common Shares of Beneficial Interest · 1,355 shares

Expires 2021-05-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 07, 2021 Filed May 11, 2021 14:20 UTC OtherCommon Shares of Beneficial Interest 47 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000030 · primary_doc.xml · nonDerivative · entry 4

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · TR US 08/31/95 Barrett Brady Trust

Disclosed balance after: 14,947

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
May 07, 2021 Filed May 11, 2021 14:20 UTC OtherCommon Shares of Beneficial Interest 47 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000030 · primary_doc.xml · nonDerivative · entry 3

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · kind: These shares were transferred from direct ownership to indirect ownership.

F2 · shares: These shares were transferred from direct ownership to indirect ownership.

Read SEC document
May 07, 2021 Filed May 11, 2021 14:20 UTC Tax withholdingCommon Shares of Beneficial Interest 1,308 $49.50 $64,746.00
Disclosure

SEC source: 0001045450-21-000030 · primary_doc.xml · nonDerivative · entry 2

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47

F1 · kind: These shares were assigned to the Company in payment of exercise price and associated taxes.

F1 · shares: These shares were assigned to the Company in payment of exercise price and associated taxes.

Read SEC document
May 07, 2021 Filed May 11, 2021 14:20 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,355 $47.77 $64,728.35
Disclosure

SEC source: 0001045450-21-000030 · primary_doc.xml · nonDerivative · entry 1

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,355

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 02, 2021 Filed Mar 3, 2021 15:15 UTC SaleCommon Shares of Beneficial Interest 2,904 $46.20 $134,164.80
Disclosure

SEC source: 0001045450-21-000021 · primary_doc.xml · nonDerivative · entry 1

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:51 UTC
Evans Craig L.EVP & General Counsel
GrantCommon Shares of Beneficial Interest 5,799 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000015 · primary_doc.xml · nonDerivative · entry 2

Evans Craig L. · CIK 0001637370 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,574

F2 · kind: 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, 2022.

F2 · shares: 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, 2022.

F2 · price: 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, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:51 UTC
Evans Craig L.EVP & General Counsel
GrantCommon Shares of Beneficial Interest 14,190 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000015 · primary_doc.xml · nonDerivative · entry 1

Evans Craig L. · CIK 0001637370 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,775

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:44 UTC GrantCommon Shares of Beneficial Interest 9,162 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000014 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,763

F2 · kind: 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, 2022.

F2 · shares: 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, 2022.

F2 · price: 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, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:44 UTC GrantCommon Shares of Beneficial Interest 21,796 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000014 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,601

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:34 UTC
Silvers Gregory KPresident and CEO
GrantCommon Shares of Beneficial Interest 25,811 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000013 · primary_doc.xml · nonDerivative · entry 2

Silvers Gregory K · CIK 0001248410 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 479,199

F2 · kind: 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, 2022.

F2 · shares: 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, 2022.

F2 · price: 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, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:34 UTC
Silvers Gregory KPresident and CEO
GrantCommon Shares of Beneficial Interest 46,054 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000013 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 453,388

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · balance_after: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:22 UTC
Zimmerman Gregory EEVP & Ghief Investment Officer
GrantCommon Shares of Beneficial Interest 8,587 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000012 · primary_doc.xml · nonDerivative · entry 2

Zimmerman Gregory E · CIK 0001722346 · EVP & Ghief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,199

F2 · kind: 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, 2022.

F2 · shares: 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, 2022.

F2 · price: 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, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:22 UTC
Zimmerman Gregory EEVP & Ghief Investment Officer
GrantCommon Shares of Beneficial Interest 16,342 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000012 · primary_doc.xml · nonDerivative · entry 1

Zimmerman Gregory E · CIK 0001722346 · EVP & Ghief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,612

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:15 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 1,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000011 · primary_doc.xml · nonDerivative · entry 2

Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,438

F2 · kind: 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, 2022.

F2 · shares: 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, 2022.

F2 · price: 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, 2022.

Read SEC document
February 22, 2021 Filed Feb 24, 2021 19:15 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 6,847 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000011 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,578

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2022.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:24 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 6,476 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000004 · primary_doc.xml · nonDerivative · entry 3

Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015

Disclosed balance after: 8,284

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:24 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 6,476 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000004 · primary_doc.xml · nonDerivative · entry 2

Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,270

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:24 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
OtherCommon Shares of Beneficial Interest 3,189 $32.50 $103,642.50
Disclosure

SEC source: 0001045450-21-000004 · primary_doc.xml · nonDerivative · entry 1

Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,746

F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligation in connection with the vesting of equity awards.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:30 UTC
Mater Tonya L.SVP & Chief Accounting Officer
OtherCommon Shares of Beneficial Interest 3,959 $32.50 $128,667.50
Disclosure

SEC source: 0001045450-21-000005 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · SVP & Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,731

F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligation in connection with the vesting of equity awards.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:13 UTC GiftCommon Shares of Beneficial Interest 18,959 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000003 · primary_doc.xml · nonDerivative · entry 3

Peterson Mark Alan · CIK 0001251221 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06

Disclosed balance after: 99,026

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:13 UTC GiftCommon Shares of Beneficial Interest 18,959 $0.00 $0.00
Disclosure

SEC source: 0001045450-21-000003 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,805

F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:13 UTC OtherCommon Shares of Beneficial Interest 16,388 $32.50 $532,610.00
Disclosure

SEC source: 0001045450-21-000003 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,764

F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligation in connection with the vesting of equity awards.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:03 UTC
Silvers Gregory KPresident and CEO
OtherCommon Shares of Beneficial Interest 31,300 $32.50 $1,017,250.00
Disclosure

SEC source: 0001045450-21-000002 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 407,334

F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligation in connection with the vesting of equity awards.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 21:55 UTC
Evans Craig L.SVP & General Counsel
OtherCommon Shares of Beneficial Interest 9,395 $32.50 $305,337.50
Disclosure

SEC source: 0001045450-21-000001 · primary_doc.xml · nonDerivative · entry 1

Evans Craig L. · CIK 0001637370 · SVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,585

F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligation in connection with the vesting of equity awards.

Read SEC document
December 14, 2020 Filed Dec 15, 2020 15:38 UTC PurchaseCommon Shares of Beneficial Interest 5,800 $31.04 $180,005.32
Disclosure

SEC source: 0001045450-20-000080 · primary_doc.xml · nonDerivative · entry 1

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,439

Read SEC document
November 11, 2020 Filed Nov 13, 2020 14:15 UTC SaleCommon Shares of Beneficial Interest 5,800 $29.50 $171,090.72
Disclosure

SEC source: 0001045450-20-000077 · primary_doc.xml · nonDerivative · entry 1

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 639

Read SEC document
August 25, 2020 Filed Aug 26, 2020 17:16 UTC PurchaseCommon Shares 1,600 $31.00 $49,592.00
Disclosure

SEC source: 0001045450-20-000063 · primary_doc.xml · nonDerivative · entry 1

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,605

Read SEC document
May 29, 2020 Filed Jun 1, 2020 16:35 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000041 · primary_doc.xml · derivative · entry 3

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,860

Underlying: Common Shares · 4,860 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common share.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 16:35 UTC Exercise / conversionRestricted Share Units · Derivative 2,919 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000041 · primary_doc.xml · derivative · entry 2

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 2,919 shares

Expires 2020-05-29

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 16:35 UTC Exercise / conversionCommon Shares 2,919 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000041 · primary_doc.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,785

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 14:53 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000046 · primary_doc.xml · derivative · entry 2

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,128

Underlying: Common Shares · 4,860 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant

Read SEC document
May 29, 2020 Filed Jun 1, 2020 14:53 UTC GrantRestricted Share Units · Derivative 5,327 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000046 · primary_doc.xml · derivative · entry 1

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,268

Underlying: Common Shares · 5,327 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant

F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant

Read SEC document
May 29, 2020 Filed Jun 1, 2020 19:57 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000048 · primary_doc.xml · derivative · entry 4

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,127

Underlying: Common Shares · 4,860 shares

Expires not disclosed

F4 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 19:57 UTC GrantRestricted Share Units · Derivative 5,327 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000048 · primary_doc.xml · derivative · entry 3

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,267

Underlying: Common Shares · 5,327 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common share.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

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May 29, 2020 Filed Jun 1, 2020 19:57 UTC Exercise / conversionRestricted Share Units · Derivative 1,022 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000048 · primary_doc.xml · derivative · entry 2

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,940

Underlying: Common Shares · 1,022 shares

Expires 2020-05-29

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

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May 29, 2020 Filed Jun 1, 2020 19:57 UTC Exercise / conversionCommon Shares 1,022 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000048 · primary_doc.xml · nonDerivative · entry 1

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,904

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 19:07 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000047 · primary_doc.xml · derivative · entry 4

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,680

Underlying: Common Shares · 4,860 shares

Expires not disclosed

F4 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

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May 29, 2020 Filed Jun 1, 2020 19:07 UTC GrantRestricted Share Units · Derivative 6,729 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000047 · primary_doc.xml · derivative · entry 3

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,820

Underlying: Common Shares · 6,729 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common share.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 19:07 UTC Exercise / conversionRestricted Share Units · Derivative 4,082 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000047 · primary_doc.xml · derivative · entry 2

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,091

Underlying: Common Shares · 4,082 shares

Expires 2020-05-29

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 19:07 UTC Exercise / conversionCommon Shares 4,082 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000047 · primary_doc.xml · nonDerivative · entry 1

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,321

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 18:12 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000045 · primary_doc.xml · derivative · entry 4

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,187

Underlying: Common Shares · 4,860 shares

Expires not disclosed

F4 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 18:12 UTC GrantRestricted Share Units · Derivative 5,327 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000045 · primary_doc.xml · derivative · entry 3

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,327

Underlying: Common Shares · 5,327 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common share.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 18:12 UTC Exercise / conversionRestricted Share Units · Derivative 3,496 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000045 · primary_doc.xml · derivative · entry 2

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 3,496 shares

Expires 2020-05-29

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 18:12 UTC Exercise / conversionCommon Shares 3,496 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000045 · primary_doc.xml · nonDerivative · entry 1

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,219

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 17:56 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000044 · primary_doc.xml · derivative · entry 4

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,795

Underlying: Common Shares · 4,860 shares

Expires not disclosed

F4 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 17:56 UTC GrantRestricted Share Units · Derivative 3,925 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000044 · primary_doc.xml · derivative · entry 3

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,935

Underlying: Common Shares · 3,925 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common share.

F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.