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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

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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 29, 2020 Filed Jun 1, 2020 17:56 UTC Exercise / conversionRestricted Share Units · Derivative 1,005 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000044 · primary_doc.xml · derivative · entry 2

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Shares · 1,005 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 17:56 UTC Exercise / conversionCommon Shares 1,005 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000044 · primary_doc.xml · nonDerivative · entry 1

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,005

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 17:01 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000043 · primary_doc.xml · derivative · entry 2

Connor James B. · CIK 0001507648 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,956

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 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 the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 17:01 UTC GrantRestricted Share Units · Derivative 3,925 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000043 · primary_doc.xml · derivative · entry 1

Connor James B. · CIK 0001507648 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,096

Underlying: Common Shares · 3,925 shares

Expires not disclosed

F1 · 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.

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 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 the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 16:49 UTC GrantRestricted Share Units · Derivative 4,860 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000042 · primary_doc.xml · derivative · entry 2

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,567

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 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 the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 16:49 UTC GrantRestricted Share Units · Derivative 5,327 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000042 · primary_doc.xml · derivative · entry 1

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,707

Underlying: Common Shares · 5,327 shares

Expires not disclosed

F1 · 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.

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 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 the date of grant.

Read SEC document
March 02, 2020 Filed Mar 3, 2020 15:33 UTC Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative 1,410 $0.00 Strike: $44.98 $0.00
Disclosure

SEC source: 0001045450-20-000023 · primary_doc.xml · derivative · entry 3

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,448

Underlying: Common Shares of Beneficial Interest · 1,410 shares

Expires 2020-05-12

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, 2020 Filed Mar 3, 2020 15:33 UTC Tax withholdingCommon Shares of Beneficial Interest 1,043 $60.82 $63,435.26
Disclosure

SEC source: 0001045450-20-000023 · primary_doc.xml · nonDerivative · entry 2

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,439

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

Read SEC document
March 02, 2020 Filed Mar 3, 2020 15:33 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,410 $44.98 $63,421.80
Disclosure

SEC source: 0001045450-20-000023 · primary_doc.xml · nonDerivative · entry 1

NEWMAN JACK A JR · CIK 0001060258 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,482

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
February 20, 2020 Filed Feb 21, 2020 21:09 UTC
Hirons Michael LSVP - Asset Management
GrantCommon Shares of Beneficial Interest 4,562 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000008 · primary_doc.xml · nonDerivative · entry 2

Hirons Michael L · CIK 0001361364 · SVP - Asset Management

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,159

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 21, 2020 21:09 UTC
Hirons Michael LSVP - Asset Management
GrantCommon Shares of Beneficial Interest 10,254 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000008 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Asset Management

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,597

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 21, 2020 21:48 UTC
Evans Craig L.EVP & General Counsel
GrantCommon Shares of Beneficial Interest 5,081 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000009 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,980

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, 2021

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, 2021

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, 2021

F2 · balance_after: 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, 2021

Read SEC document
February 20, 2020 Filed Feb 21, 2020 21:48 UTC
Evans Craig L.EVP & General Counsel
GrantCommon Shares of Beneficial Interest 10,764 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000009 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,899

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 21, 2020 20:47 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 1,769 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000007 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,690

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 21, 2020 20:47 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 6,255 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000007 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,921

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 24, 2020 15:54 UTC
Silvers Gregory KPresident and Chief Executive
GrantCommon Shares of Beneficial Interest 20,954 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000012 · primary_doc.xml · nonDerivative · entry 2

Silvers Gregory K · CIK 0001248410 · President and Chief Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 438,634

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 24, 2020 15:54 UTC
Silvers Gregory KPresident and Chief Executive
GrantCommon Shares of Beneficial Interest 41,200 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000012 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · President and Chief Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 417,680

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 24, 2020 15:06 UTC
Zimmerman Gregory EEVP & Chief Investment Office
GrantCommon Shares of Beneficial Interest 7,779 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000011 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,935

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 24, 2020 15:06 UTC
Zimmerman Gregory EEVP & Chief Investment Office
GrantCommon Shares of Beneficial Interest 14,906 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000011 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,156

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 24, 2020 14:57 UTC GrantCommon Shares of Beneficial Interest 8,703 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000010 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,151

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, 2021.

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, 2021.

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, 2021.

Read SEC document
February 20, 2020 Filed Feb 24, 2020 14:57 UTC GrantCommon Shares of Beneficial Interest 17,868 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000010 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,448

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, 2021.

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, 2021.

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, 2021.

Read SEC document
January 03, 2020 Filed Jan 3, 2020 22:07 UTC
Evans Craig L.SVP & General Counsel
SaleCommon Shares of Beneficial Interest 2,500 $69.81 $174,522.25
Disclosure

SEC source: 0001045450-20-000005 · primary_doc.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,135

F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F2 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
January 02, 2020 Filed Jan 3, 2020 22:07 UTC
Evans Craig L.SVP & General Counsel
SaleCommon Shares of Beneficial Interest 2,500 $68.89 $172,230.75
Disclosure

SEC source: 0001045450-20-000005 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,635

F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F2 · shares: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
January 01, 2020 Filed Jan 3, 2020 22:14 UTC
Silvers Gregory KDirector · President and CEO
Tax withholdingCommon Shares of Beneficial Interest 31,679 $70.64 $2,237,804.56
Disclosure

SEC source: 0001045450-20-000006 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 376,480

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:53 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 1,808 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000004 · 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: 1,808

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:53 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 1,808 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000004 · 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: 8,250

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:53 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
Tax withholdingCommon Shares of Beneficial Interest 942 $70.64 $66,542.88
Disclosure

SEC source: 0001045450-20-000004 · 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: 10,058

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 22:07 UTC
Evans Craig L.SVP & General Counsel
Tax withholdingCommon Shares of Beneficial Interest 9,950 $70.64 $702,868.00
Disclosure

SEC source: 0001045450-20-000005 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,135

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:27 UTC
Mater Tonya L.VP & Chief Accounting Officer
Tax withholdingCommon Shares of Beneficial Interest 4,296 $70.64 $303,469.44
Disclosure

SEC source: 0001045450-20-000002 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,666

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:40 UTC
Peterson Mark AlanEVP and Chief Financial Office
GiftCommon Shares of Beneficial Interest 20,917 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000003 · primary_doc.xml · nonDerivative · entry 3

Peterson Mark Alan · CIK 0001251221 · EVP and Chief Financial Office

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: 80,067

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:40 UTC
Peterson Mark AlanEVP and Chief Financial Office
GiftCommon Shares of Beneficial Interest 20,917 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000003 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP and Chief Financial Office

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,580

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:40 UTC
Peterson Mark AlanEVP and Chief Financial Office
Tax withholdingCommon Shares of Beneficial Interest 17,815 $70.64 $1,258,451.60
Disclosure

SEC source: 0001045450-20-000003 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP and Chief Financial Office

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,497

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:14 UTC
Hirons Michael LSVP - Asset Management
GiftCommon Shares of Beneficial Interest 11,917 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000001 · primary_doc.xml · nonDerivative · entry 3

Hirons Michael L · CIK 0001361364 · SVP - Asset Management

10b5-1 filing: Not disclosed

Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust

Disclosed balance after: 23,894

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

Read SEC document
January 01, 2020 Filed Jan 3, 2020 21:14 UTC
Hirons Michael LSVP - Asset Management
GiftCommon Shares of Beneficial Interest 11,917 $0.00 $0.00
Disclosure

SEC source: 0001045450-20-000001 · primary_doc.xml · nonDerivative · entry 2

Hirons Michael L · CIK 0001361364 · SVP - Asset Management

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,343

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

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January 01, 2020 Filed Jan 3, 2020 21:14 UTC
Hirons Michael LSVP - Asset Management
Tax withholdingCommon Shares of Beneficial Interest 10,266 $70.64 $725,190.24
Disclosure

SEC source: 0001045450-20-000001 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Asset Management

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,260

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

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December 04, 2019 Filed Dec 5, 2019 18:48 UTC SaleCommon Shares 2,000 $70.74 $141,481.60
Disclosure

SEC source: 0001045450-19-000088 · primary_doc.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,866

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 60 $73.28 $4,396.80
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 10

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,239

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 100 $73.27 $7,327.09
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 9

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,299

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 200 $73.27 $14,654.00
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 8

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,399

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 100 $73.27 $7,327.04
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 7

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,599

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 100 $73.27 $7,326.81
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 6

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,699

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 100 $73.27 $7,327.18
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 5

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,799

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 100 $73.27 $7,327.16
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 4

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,899

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 2,138 $73.25 $156,608.50
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 3

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,999

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of Beneficial Interest 100 $73.27 $7,327.14
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 2

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,137

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August 05, 2019 Filed Aug 6, 2019 18:40 UTC SaleCommon Shares of 2 $73.29 $146.57
Disclosure

SEC source: 0001045450-19-000076 · primary_doc.xml · nonDerivative · entry 1

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,237

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June 20, 2019 Filed Jun 20, 2019 20:22 UTC SaleCommon Shares 1,000 $79.12 $79,115.00
Disclosure

SEC source: 0001045450-19-000068 · primary_doc.xml · nonDerivative · entry 2

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,866

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June 20, 2019 Filed Jun 20, 2019 20:22 UTC SaleCommon Shares 1,578 $79.11 $124,836.21
Disclosure

SEC source: 0001045450-19-000068 · primary_doc.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,866

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June 17, 2019 Filed Jun 17, 2019 21:01 UTC SaleCommon Shares of Beneficial Interest 1,881 $78.20 $147,094.20
Disclosure

SEC source: 0001045450-19-000067 · primary_doc.xml · nonDerivative · entry 1

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,882

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May 30, 2019 Filed Jun 3, 2019 21:07 UTC GrantRestricted Share Units · Derivative 1,668 $0.00 $0.00
Disclosure

SEC source: 0001045450-19-000062 · primary_doc.xml · derivative · entry 4

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,919

Underlying: Common Shares · 1,668 shares

Expires not disclosed

F4 · derivative.exercise_price: Restricted Share Units were issued to 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 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 date of 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 date of 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.