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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

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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 31, 2017 Filed Jun 2, 2017 14:57 UTC GrantRestricted Share Units · Derivative 1,394 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000057 · primary_doc.xml · derivative · entry 4

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,718

Underlying: Common Shares · 1,394 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 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.

Read SEC document
May 31, 2017 Filed Jun 2, 2017 14:57 UTC GrantRestricted Share Units · Derivative 2,301 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000057 · primary_doc.xml · derivative · entry 3

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,324

Underlying: Common Shares · 2,301 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 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 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.

Read SEC document
May 31, 2017 Filed Jun 2, 2017 14:57 UTC Exercise / conversionRestricted Share Units · Derivative 1,109 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000057 · primary_doc.xml · derivative · entry 2

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,023

Underlying: Common Shares · 1,109 shares

Expires 2017-05-31

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 31, 2017 Filed Jun 2, 2017 14:57 UTC Exercise / conversionCommon Shares 1,109 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000057 · primary_doc.xml · nonDerivative · entry 1

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,413

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 31, 2017 Filed Jun 2, 2017 14:20 UTC GrantRestricted Share Units · Derivative 1,394 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000056 · primary_doc.xml · derivative · entry 4

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,067

Underlying: Common Shares · 1,394 shares

Expires not disclosed

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

Read SEC document
May 31, 2017 Filed Jun 2, 2017 14:20 UTC GrantRestricted Share Units · Derivative 1,673 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000056 · primary_doc.xml · derivative · entry 3

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,673

Underlying: Common Shares · 1,673 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 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 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.

Read SEC document
May 31, 2017 Filed Jun 2, 2017 14:20 UTC Exercise / conversionRestricted Share Units · Derivative 2,578 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000056 · 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 · 2,578 shares

Expires 2017-05-31

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 31, 2017 Filed Jun 2, 2017 14:20 UTC Exercise / conversionCommon Shares 2,578 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000056 · primary_doc.xml · nonDerivative · entry 1

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,857

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 31, 2017 Filed Jun 2, 2017 14:00 UTC GrantRestricted Share Units · Derivative 1,394 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000055 · primary_doc.xml · derivative · entry 4

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,430

Underlying: Common Shares · 1,394 shares

Expires not disclosed

F4 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to the 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 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.

Read SEC document
May 31, 2017 Filed Jun 2, 2017 14:00 UTC GrantRestricted Share Units · Derivative 1,673 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000055 · primary_doc.xml · derivative · entry 3

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,036

Underlying: Common Shares · 1,673 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 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 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.

Read SEC document
May 31, 2017 Filed Jun 2, 2017 14:00 UTC Exercise / conversionRestricted Share Units · Derivative 860 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000055 · primary_doc.xml · derivative · entry 2

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,363

Underlying: Common Shares · 860 shares

Expires 2017-05-31

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 31, 2017 Filed Jun 2, 2017 14:00 UTC Exercise / conversionCommon Shares 860 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000055 · primary_doc.xml · nonDerivative · entry 1

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 860

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 31, 2017 Filed Jun 2, 2017 13:22 UTC GrantRestricted Share Units · Derivative 1,394 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000053 · primary_doc.xml · derivative · entry 2

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,759

Underlying: Common Shares · 1,394 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to the 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 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.

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 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.

Read SEC document
May 31, 2017 Filed Jun 2, 2017 13:22 UTC GrantRestricted Share Units · Derivative 1,673 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000053 · primary_doc.xml · derivative · entry 1

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,365

Underlying: Common Shares · 1,673 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 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 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.

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 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.

Read SEC document
May 10, 2017 Filed May 10, 2017 20:50 UTC SaleCommon Shares of Beneficial Interest 9,000 $70.30 $632,700.00
Disclosure

SEC source: 0001045450-17-000049 · primary_doc.xml · nonDerivative · entry 1

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,304

Read SEC document
May 05, 2017 Filed May 8, 2017 22:33 UTC Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative 2,500 $0.00 Strike: $52.72 $0.00
Disclosure

SEC source: 0001045450-17-000048 · primary_doc.xml · derivative · entry 6

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,557

Underlying: Common Shares of Beneficial Interest · 2,500 shares

Expires 2018-05-07

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 05, 2017 Filed May 8, 2017 22:33 UTC Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative 2,500 $0.00 Strike: $61.53 $0.00
Disclosure

SEC source: 0001045450-17-000048 · primary_doc.xml · derivative · entry 5

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,057

Underlying: Common Shares of Beneficial Interest · 2,500 shares

Expires 2017-05-09

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 05, 2017 Filed May 8, 2017 22:33 UTC Tax withholdingCommon Shares of Beneficial Interest 1,868 $70.54 $131,768.72
Disclosure

SEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 4

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,304

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

Read SEC document
May 05, 2017 Filed May 8, 2017 22:33 UTC Tax withholdingCommon Shares of Beneficial Interest 2,181 $70.54 $153,847.74
Disclosure

SEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 3

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,172

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

Read SEC document
May 05, 2017 Filed May 8, 2017 22:33 UTC Exercise / conversionCommon Shares of Beneficial Interest 2,500 $52.72 $131,800.00
Disclosure

SEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 2

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,353

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 05, 2017 Filed May 8, 2017 22:33 UTC Exercise / conversionCommon Shares of Beneficial Interest 2,500 $61.53 $153,825.00
Disclosure

SEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 1

DRUTEN ROBERT J · CIK 0001113486 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,853

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
April 27, 2017 Filed May 8, 2017 22:22 UTC Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative 2,500 $0.00 Strike: $61.53 $0.00
Disclosure

SEC source: 0001045450-17-000047 · primary_doc.xml · derivative · entry 2

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,057

Underlying: Common Shares of Beneficial Interest · 2,500 shares

Expires 2017-05-09

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
April 27, 2017 Filed May 8, 2017 22:22 UTC Exercise / conversionCommon Shares of Beneficial Interest 2,500 $61.53 $153,825.00
Disclosure

SEC source: 0001045450-17-000047 · primary_doc.xml · nonDerivative · entry 1

BRADY BARRETT · CIK 0001258980 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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
April 20, 2017 Filed Apr 24, 2017 17:40 UTC OtherCommon Shares of Beneficial Interest 8,851,264 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-17-010805 · doc4.xml · nonDerivative · entry 1

CNL LIFESTYLE PROPERTIES INC · CIK 0001261159 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: As previously reported, on March 24, 2017, the Reporting Person's stockholders approved (i) a sale of the Reporting Person's remaining properties for shares of the Issuer ("Shares") and cash pursuant to a Purchase and Sale Agreement dated as of November 2, 2016 by and among the Reporting Person, the Issuer and certain other parties thereto (the "Sale Agreement"), and (ii) a plan of Complete Liquidation and Dissolution (the "Plan of Dissolution") of the Reporting Person, including the distribution of the net assets of the Reporting Person, including the Shares, to the Reporting Person's stockholders. As previously reported, the consummation of the Sale Agreement occurred on April 6, 2017. In connection with the Sale Agreement and the Plan of Dissolution, on April 20, 2017 the Reporting Person distributed the Shares to its stockholders of record as of March 31, 2017.

F1 · price: As previously reported, on March 24, 2017, the Reporting Person's stockholders approved (i) a sale of the Reporting Person's remaining properties for shares of the Issuer ("Shares") and cash pursuant to a Purchase and Sale Agreement dated as of November 2, 2016 by and among the Reporting Person, the Issuer and certain other parties thereto (the "Sale Agreement"), and (ii) a plan of Complete Liquidation and Dissolution (the "Plan of Dissolution") of the Reporting Person, including the distribution of the net assets of the Reporting Person, including the Shares, to the Reporting Person's stockholders. As previously reported, the consummation of the Sale Agreement occurred on April 6, 2017. In connection with the Sale Agreement and the Plan of Dissolution, on April 20, 2017 the Reporting Person distributed the Shares to its stockholders of record as of March 31, 2017.

Read SEC document
April 06, 2017 Filed Apr 7, 2017 20:59 UTC GrantCommon Shares of Beneficial Interest 1,613 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000039 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,167

F1 · 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, 2018.

F1 · 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, 2018.

F1 · 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, 2018.

Read SEC document
April 06, 2017 Filed Apr 7, 2017 20:56 UTC
Hirons Michael LSVP - Strategy & Asset Mgmt.
GrantCommon Shares of Beneficial Interest 2,734 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000038 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,520

F1 · 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, 2018.

F1 · 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, 2018.

F1 · 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, 2018.

Read SEC document
April 06, 2017 Filed Apr 7, 2017 20:54 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 1,025 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000037 · 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: 30,909

F1 · 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, 2018.

F1 · 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, 2018.

F1 · 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, 2018.

Read SEC document
April 06, 2017 Filed Apr 7, 2017 20:52 UTC
Evans Craig L.SVP & General Counsel
GrantCommon Shares of Beneficial Interest 2,051 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000036 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,614

F1 · 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, 2018.

F1 · 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, 2018.

F1 · 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, 2018.

Read SEC document
April 06, 2017 Filed Apr 7, 2017 20:49 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 2,974 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000035 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 336,797

F1 · 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, 2018.

F1 · 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, 2018.

F1 · 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, 2018.

Read SEC document
April 06, 2017 Filed Apr 7, 2017 20:47 UTC GrantCommon Shares of Beneficial Interest 1,444 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000034 · primary_doc.xml · nonDerivative · entry 1

Earnest Morgan G II · CIK 0001232644 · SVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,796

F1 · 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, 2018.

F1 · 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, 2018.

F1 · 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, 2018.

Read SEC document
April 06, 2017 Filed Apr 7, 2017 20:44 UTC
Wright Thomas B. IIISVP of HR & Administration
GrantCommon Shares of Beneficial Interest 759 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000033 · primary_doc.xml · nonDerivative · entry 1

Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,909

F1 · 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, 2018.

F1 · 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, 2018.

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February 23, 2017 Filed Feb 24, 2017 21:45 UTC
Evans Craig L.SVP & General Counsel
GrantCommon Shares of Beneficial Interest 13,162 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000013 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,563

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, 2018.

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, 2018.

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, 2018.

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February 23, 2017 Filed Feb 24, 2017 21:45 UTC
Evans Craig L.SVP & General Counsel
GrantCommon Shares of Beneficial Interest 7,971 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000013 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,401

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, 2018.

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, 2018.

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, 2018.

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February 23, 2017 Filed Feb 27, 2017 18:35 UTC GrantCommon Shares of Beneficial Interest 13,580 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000020 · primary_doc.xml · nonDerivative · entry 2

Hirons Michael L · CIK 0001361364 · SVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,786

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, 2018.

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, 2018.

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, 2018.

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February 23, 2017 Filed Feb 27, 2017 18:35 UTC GrantCommon Shares of Beneficial Interest 8,857 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000020 · primary_doc.xml · nonDerivative · entry 1

Hirons Michael L · CIK 0001361364 · SVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,206

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, 2018.

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, 2018.

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, 2018.

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February 23, 2017 Filed Feb 27, 2017 17:09 UTC GrantCommon Shares of Beneficial Interest 22,914 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000019 · primary_doc.xml · nonDerivative · entry 2

Earnest Morgan G II · CIK 0001232644 · SVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,352

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, 2018.

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, 2018.

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, 2018.

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February 23, 2017 Filed Feb 27, 2017 17:09 UTC GrantCommon Shares of Beneficial Interest 13,453 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000019 · primary_doc.xml · nonDerivative · entry 1

Earnest Morgan G II · CIK 0001232644 · SVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,438

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, 2018.

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, 2018.

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, 2018.

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February 23, 2017 Filed Feb 27, 2017 17:02 UTC
Wright Thomas B. IIISVP of HR & Administration
GrantCommon Shares of Beneficial Interest 7,993 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000018 · primary_doc.xml · nonDerivative · entry 2

Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,150

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, 2018.

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, 2018.

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, 2018.

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February 23, 2017 Filed Feb 27, 2017 17:02 UTC
Wright Thomas B. IIISVP of HR & Administration
GrantCommon Shares of Beneficial Interest 7,261 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000018 · primary_doc.xml · nonDerivative · entry 1

Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,157

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, 2018.

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, 2018.

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, 2018.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 16:58 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 4,317 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000017 · 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: 29,884

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, 2018.

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, 2018.

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, 2018.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 16:58 UTC
Mater Tonya L.VP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 4,357 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000017 · 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: 25,567

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, 2018.

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, 2018.

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, 2018.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 16:51 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 42,122 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000015 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 333,823

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, 2018.

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, 2018.

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, 2018.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 16:51 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 25,510 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000015 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 291,701

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, 2018.

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, 2018.

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, 2018.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 16:47 UTC GrantCommon Shares of Beneficial Interest 25,475 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000014 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,554

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, 2018.

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, 2018.

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, 2018.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 16:47 UTC GrantCommon Shares of Beneficial Interest 15,429 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000014 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,079

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, 2018.

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, 2018.

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, 2018.

Read SEC document
January 17, 2017 Filed Jan 19, 2017 19:34 UTC SaleCommon Shares of Beneficial Interest 13,645 $74.61 $1,018,053.45
Disclosure

SEC source: 0001045450-17-000011 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & 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: 34,108

F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. This transaction completes the existing trading period.

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. This transaction completes the existing trading period.

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January 09, 2017 Filed Jan 10, 2017 17:20 UTC
Silvers Gregory KDirector · President & CEO
SaleCommon Shares of Beneficial Interest 20,000 $72.16 $1,443,200.00
Disclosure

SEC source: 0001045450-17-000010 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Bronda A. Silvers TTEE, Gregory K. Silvers, TTEE, U/A dtd 3/10/2007, Bronda A. Silver Rev. Trust

Disclosed balance after: 61,554

F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. This transaction completes the existing trading plan.

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January 09, 2017 Filed Jan 10, 2017 17:14 UTC
Wright Thomas B. IIISVP of HR & Administration
SaleCommon Shares of Beneficial Interest 4,350 $72.62 $315,897.00
Disclosure

SEC source: 0001045450-17-000009 · primary_doc.xml · nonDerivative · entry 1

Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,896

F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. This transaction completes the existing trading plan.

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. This transaction completes the existing trading plan.

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January 03, 2017 Filed Jan 4, 2017 19:19 UTC Exercise / conversionCommon Shares of Beneficial Interest · Derivative 7,586 $0.00 Strike: $47.20 $0.00
Disclosure

SEC source: 0001045450-17-000008 · primary_doc.xml · derivative · entry 5

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,670

Underlying: Common Shares of Beneficial Interest · 7,586 shares

Expires 2018-01-01

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.

F3 · kind: The transaction reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F3 · shares: The transaction reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

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January 03, 2017 Filed Jan 4, 2017 19:19 UTC OtherCommon Shares of Beneficial Interest 1,330 $0.00 $0.00
Disclosure

SEC source: 0001045450-17-000008 · primary_doc.xml · nonDerivative · entry 4

Peterson Mark Alan · CIK 0001251221 · EVP & 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: 47,753

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

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

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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.