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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
April 14, 2026 Filed Apr 16, 2026 19:17 UTC
Peterson Mark AlanEVP & Chief Financial Officer
SaleCommon Shares of Beneficial Interest 9,091 $55.00 $500,005.00
Disclosure

SEC source: 0001251221-26-000005 · wk-form4_1776367020.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust

Disclosed balance after: 224,780

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 23, 2025.

Read SEC document
March 16, 2026 Filed Mar 16, 2026 21:11 UTC
Moriarty Brian AndrewSVP - Corporate Communications
SaleCommon Shares of Beneficial Interest 5,000 $56.44 $282,200.00
Disclosure

SEC source: 0002008647-26-000003 · wk-form4_1773695515.xml · nonDerivative · entry 1

Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,704

Read SEC document
March 10, 2026 Filed Mar 11, 2026 23:15 UTC SaleCommon Shares of Beneficial Interest 3,000 $57.38 $172,152.00
Disclosure

SEC source: 0001718603-26-000002 · wk-form4_1773270911.xml · nonDerivative · entry 2

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · JTIC - John R. Trimberger Jr. Trust Lisa G. Trimberger Trust

Disclosed balance after: 0

Read SEC document
March 10, 2026 Filed Mar 11, 2026 23:15 UTC SaleCommon Shares of Beneficial Interest 6,633 $57.83 $383,583.07
Disclosure

SEC source: 0001718603-26-000002 · wk-form4_1773270911.xml · nonDerivative · entry 1

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,586

Read SEC document
March 02, 2026 Filed Mar 3, 2026 16:39 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 20,066 $0.00 $0.00
Disclosure

SEC source: 0001045450-26-000009 · wk-form4_1772555979.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

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

Disclosed balance after: 108,868

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

Read SEC document
March 02, 2026 Filed Mar 3, 2026 16:39 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 20,066 $0.00 $0.00
Disclosure

SEC source: 0001045450-26-000009 · wk-form4_1772555979.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

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

Read SEC document
March 02, 2026 Filed Mar 3, 2026 16:39 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
Tax withholdingCommon Shares of Beneficial Interest 16,451 $59.41 $977,353.91
Disclosure

SEC source: 0001045450-26-000009 · wk-form4_1772555979.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,066

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
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Silvers Gregory KDirector · President & CEO
Tax withholdingCommon Shares of Beneficial Interest 60,364 $0.00 $0.00
Disclosure

SEC source: 0001248410-26-000003 · wk-form4_1772053058.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 977,345

F3 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 133,107 $0.00 $0.00
Disclosure

SEC source: 0001248410-26-000003 · wk-form4_1772053058.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,037,709

F2 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 75,975 $0.00 $0.00
Disclosure

SEC source: 0001248410-26-000003 · wk-form4_1772053058.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 904,602

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, 2027.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 22,508 $0.00 $0.00
Disclosure

SEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

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

Disclosed balance after: 88,802

F3 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 22,508 $0.00 $0.00
Disclosure

SEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,517

F3 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
Tax withholdingCommon Shares of Beneficial Interest 18,452 $0.00 $0.00
Disclosure

SEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,025

F2 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GrantCommon Shares of Beneficial Interest 40,960 $0.00 $0.00
Disclosure

SEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,477

F1 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GiftCommon Shares of Beneficial Interest 25,096 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 5

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust

Disclosed balance after: 233,871

F4 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GiftCommon Shares of Beneficial Interest 25,096 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 4

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,134

F4 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Peterson Mark AlanEVP & Chief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 20,826 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 3

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,230

F3 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GrantCommon Shares of Beneficial Interest 45,922 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,056

F2 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GrantCommon Shares of Beneficial Interest 30,393 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,134

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, 2027.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC GrantCommon Shares of Beneficial Interest 28,489 $0.00 $0.00
Disclosure

SEC source: 0001660200-26-000003 · wk-form4_1772053042.xml · nonDerivative · entry 1

Fox Benjamin N · CIK 0001660200 · EVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,274

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, 2027.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Mater Tonya L.SVP & Chief Accounting Officer
Tax withholdingCommon Shares of Beneficial Interest 4,488 $0.00 $0.00
Disclosure

SEC source: 0001652937-26-000003 · wk-form4_1772053036.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,459

F3 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 9,896 $0.00 $0.00
Disclosure

SEC source: 0001652937-26-000003 · wk-form4_1772053036.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,947

F2 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 10,359 $0.00 $0.00
Disclosure

SEC source: 0001652937-26-000003 · wk-form4_1772053036.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,051

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, 2027.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 20:57 UTC
Turvey Paul RobertSVP & Assoc. General Counsel
GrantCommon Shares of Beneficial Interest 14,222 $0.00 $0.00
Disclosure

SEC source: 0001965188-26-000003 · wk-form4_1772053029.xml · nonDerivative · entry 1

Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,589

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, 2027.

Read SEC document
February 02, 2026 Filed Feb 2, 2026 22:52 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
SaleCommon Shares of Beneficial Interest 7,500 $53.89 $404,192.25
Disclosure

SEC source: 0001722346-26-000003 · wk-form4_1770072743.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

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

Disclosed balance after: 66,294

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on March 19, 2025.

Read SEC document
January 26, 2026 Filed Jan 28, 2026 14:47 UTC Exercise / conversionRestricted Share Units · Derivative 1,564 $0.00 $0.00
Disclosure

SEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · derivative · entry 4

Suarez John Peter · CIK 0001987316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,530

Underlying: Common Shares of Beneficial Interest · 1,564 shares

Expires not disclosed

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: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.

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 the Company's Common Shares of Beneficial Interest 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 the Company's Common Shares of Beneficial Interest 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
January 26, 2026 Filed Jan 28, 2026 14:47 UTC GiftCommon Shares of Beneficial Interest 1,564 $0.00 $0.00
Disclosure

SEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · nonDerivative · entry 3

Suarez John Peter · CIK 0001987316 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · The Suarez Family Trust Dated February 13, 2015

Disclosed balance after: 1,564

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

Read SEC document
January 26, 2026 Filed Jan 28, 2026 14:47 UTC GiftCommon Shares of Beneficial Interest 1,564 $0.00 $0.00
Disclosure

SEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · nonDerivative · entry 2

Suarez John Peter · CIK 0001987316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

Read SEC document
January 26, 2026 Filed Jan 28, 2026 14:47 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,564 Not disclosed Not disclosed
Disclosure

SEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · nonDerivative · entry 1

Suarez John Peter · CIK 0001987316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,564

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 · price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 17,043 $0.00 $0.00
Disclosure

SEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

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

Disclosed balance after: 73,794

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

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 17,043 $0.00 $0.00
Disclosure

SEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,517

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

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
Tax withholdingCommon Shares of Beneficial Interest 14,290 $49.90 $713,071.00
Disclosure

SEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 53,560

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 02, 2026 Filed Jan 6, 2026 21:17 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
SaleCommon Shares of Beneficial Interest 7,500 $50.07 $375,537.75
Disclosure

SEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

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

Disclosed balance after: 56,751

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 1,870 $0.00 $0.00
Disclosure

SEC source: 0001652937-26-000001 · wk-form4_1767734230.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,692

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, 2027.

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, 2027.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Mater Tonya L.SVP & Chief Accounting Officer
Tax withholdingCommon Shares of Beneficial Interest 4,005 $49.90 $199,849.50
Disclosure

SEC source: 0001652937-26-000001 · wk-form4_1767734230.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,822

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 02, 2026 Filed Jan 6, 2026 21:17 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GrantCommon Shares of Beneficial Interest 8,690 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 4

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,741

F3 · 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, 2027.

F3 · 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, 2027.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GiftCommon Shares of Beneficial Interest 20,068 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 3

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust

Disclosed balance after: 208,775

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

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GiftCommon Shares of Beneficial Interest 20,068 $0.00 $0.00
Disclosure

SEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,051

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

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Peterson Mark AlanEVP & Chief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 16,965 $49.90 $846,553.50
Disclosure

SEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,119

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 02, 2026 Filed Jan 6, 2026 21:17 UTC
Johnson Gwendolyn MarySVP - Asset Management
GrantCommon Shares of Beneficial Interest 4,562 $0.00 $0.00
Disclosure

SEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 5

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,896

F4 · 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, 2027.

F4 · 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, 2027.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Johnson Gwendolyn MarySVP - Asset Management
GrantCommon Shares of Beneficial Interest 5,073 $0.00 $0.00
Disclosure

SEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 4

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,334

F3 · 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, 2027.

Read SEC document
January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Johnson Gwendolyn MarySVP - Asset Management
GiftCommon Shares of Beneficial Interest 7,997 $0.00 $0.00
Disclosure

SEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 3

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022

Disclosed balance after: 16,213

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

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January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Johnson Gwendolyn MarySVP - Asset Management
GiftCommon Shares of Beneficial Interest 7,997 $0.00 $0.00
Disclosure

SEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 2

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,261

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

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January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Johnson Gwendolyn MarySVP - Asset Management
Tax withholdingCommon Shares of Beneficial Interest 3,652 $49.90 $182,234.80
Disclosure

SEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 1

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,258

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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January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 27,949 $0.00 $0.00
Disclosure

SEC source: 0001248410-26-000001 · wk-form4_1767734219.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 828,627

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, 2027.

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, 2027.

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January 02, 2026 Filed Jan 6, 2026 21:17 UTC
Silvers Gregory KDirector · President & CEO
Tax withholdingCommon Shares of Beneficial Interest 42,456 $49.90 $2,118,554.40
Disclosure

SEC source: 0001248410-26-000001 · wk-form4_1767734219.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800,678

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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January 02, 2026 Filed Jan 6, 2026 21:16 UTC
Moriarty Brian AndrewSVP - Corporate Communications
GrantCommon Shares of Beneficial Interest 4,835 $0.00 $0.00
Disclosure

SEC source: 0002008647-26-000001 · wk-form4_1767734208.xml · nonDerivative · entry 2

Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,704

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, 2027.

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, 2027.

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January 02, 2026 Filed Jan 6, 2026 21:16 UTC
Moriarty Brian AndrewSVP - Corporate Communications
Tax withholdingCommon Shares of Beneficial Interest 1,430 $49.90 $71,357.00
Disclosure

SEC source: 0002008647-26-000001 · wk-form4_1767734208.xml · nonDerivative · entry 1

Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,869

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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January 02, 2026 Filed Jan 6, 2026 21:16 UTC
Turvey Paul RobertSVP & Assoc. General Counsel
GrantCommon Shares of Beneficial Interest 4,008 $0.00 $0.00
Disclosure

SEC source: 0001965188-26-000001 · wk-form4_1767734188.xml · nonDerivative · entry 2

Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,367

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, 2027.

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, 2027.

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January 02, 2026 Filed Jan 6, 2026 21:16 UTC
Turvey Paul RobertSVP & Assoc. General Counsel
Tax withholdingCommon Shares of Beneficial Interest 5,548 $49.90 $276,845.20
Disclosure

SEC source: 0001965188-26-000001 · wk-form4_1767734188.xml · nonDerivative · entry 1

Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,359

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