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EPR

EPR PROPERTIES

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Tapewire entity
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
January 02, 2025 Filed Jan 3, 2025 15:37 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GiftCommon Shares of Beneficial Interest 20,223 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000011 · wk-form4_1735918649.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,256

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

Read SEC document
January 02, 2025 Filed Jan 3, 2025 15:37 UTC
Peterson Mark AlanEVP & Chief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 17,113 $44.28 $757,763.64
Disclosure

SEC source: 0001045450-25-000011 · wk-form4_1735918649.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,479

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, 2025 Filed Jan 3, 2025 15:37 UTC
Grace ElizabethSVP - Human Resources & Admin
GiftCommon Shares of Beneficial Interest 5,776 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000010 · wk-form4_1735918638.xml · nonDerivative · entry 3

Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin

10b5-1 filing: No plan indicated

Ownership: Indirect · Elizabeth Grace Revocable Trust

Disclosed balance after: 19,878

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

Read SEC document
January 02, 2025 Filed Jan 3, 2025 15:37 UTC
Grace ElizabethSVP - Human Resources & Admin
GiftCommon Shares of Beneficial Interest 5,776 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000010 · wk-form4_1735918638.xml · nonDerivative · entry 2

Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,651

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

Read SEC document
January 02, 2025 Filed Jan 3, 2025 15:37 UTC
Grace ElizabethSVP - Human Resources & Admin
Tax withholdingCommon Shares of Beneficial Interest 5,081 $44.28 $224,986.68
Disclosure

SEC source: 0001045450-25-000010 · wk-form4_1735918638.xml · nonDerivative · entry 1

Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,427

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, 2025 Filed Jan 3, 2025 15:37 UTC
Johnson Gwendolyn MarySVP - Asset Management
GiftCommon Shares of Beneficial Interest 6,336 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000009 · wk-form4_1735918626.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: 12,116

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

Read SEC document
January 02, 2025 Filed Jan 3, 2025 15:37 UTC
Johnson Gwendolyn MarySVP - Asset Management
GiftCommon Shares of Beneficial Interest 6,336 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000009 · wk-form4_1735918626.xml · nonDerivative · entry 2

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,810

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

Read SEC document
January 02, 2025 Filed Jan 3, 2025 15:37 UTC
Johnson Gwendolyn MarySVP - Asset Management
Tax withholdingCommon Shares of Beneficial Interest 3,036 $44.28 $134,434.08
Disclosure

SEC source: 0001045450-25-000009 · wk-form4_1735918626.xml · nonDerivative · entry 1

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,146

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.

F2 · balance_after: Excludes 6,372 shares previously owned directly which were contributed to a trust on February 23, 2024.

Read SEC document
September 12, 2024 Filed Sep 13, 2024 13:57 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GiftCommon Shares of Beneficial Interest 150 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000077 · wk-form4_1726235815.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,060

Read SEC document
September 06, 2024 Filed Sep 9, 2024 14:17 UTC GrantRestricted Share Units · Derivative 2,022 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000074 · wk-form4_1725891420.xml · derivative · entry 2

Brown William P · CIK 0001760858 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,656

Underlying: Common Shares of Beneficial Interest · 2,022 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

F2 · derivative.exercise_date: Subject to certain expectations, 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 expectations, 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
September 06, 2024 Filed Sep 9, 2024 14:17 UTC GrantRestricted Share Units · Derivative 1,634 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000074 · wk-form4_1725891420.xml · derivative · entry 1

Brown William P · CIK 0001760858 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,634

Underlying: Common Shares of Beneficial Interest · 1,634 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan in lieu of the reporting person's prorated annual trustee retainer fees. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

F2 · derivative.exercise_date: Subject to certain expectations, 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 expectations, 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
August 22, 2024 Filed Aug 23, 2024 13:35 UTC
Mater Tonya L.SVP & Chief Accounting Officer
SaleCommon Shares of Beneficial Interest 1,500 $46.50 $69,750.00
Disclosure

SEC source: 0001045450-24-000063 · wk-form4_1724420134.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 41,210

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 9/20/2023.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 13:35 UTC
Mater Tonya L.SVP & Chief Accounting Officer
SaleCommon Shares of Beneficial Interest 1,000 $46.00 $46,000.00
Disclosure

SEC source: 0001045450-24-000063 · wk-form4_1724420134.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,710

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 9/20/2023.

Read SEC document
August 05, 2024 Filed Aug 6, 2024 18:07 UTC
Johnson Gwendolyn MarySVP - Asset Management
SaleCommon Shares of Beneficial Interest 592 $43.82 $25,941.08
Disclosure

SEC source: 0001045450-24-000061 · wk-form4_1722967616.xml · nonDerivative · entry 1

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: 5,780

Read SEC document
May 29, 2024 Filed May 30, 2024 16:35 UTC GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000045 · wk-form4_1717086915.xml · derivative · entry 4

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,774

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F5 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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
May 29, 2024 Filed May 30, 2024 16:35 UTC GrantRestricted Share Units · Derivative 1,632 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000045 · wk-form4_1717086915.xml · derivative · entry 3

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,632

Underlying: Common Shares of Beneficial Interest · 1,632 shares

Expires not disclosed

F3 · 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 Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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
May 29, 2024 Filed May 30, 2024 16:35 UTC Exercise / conversionRestricted Share Units · Derivative 4,807 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000045 · wk-form4_1717086915.xml · derivative · entry 2

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 4,807 shares

Expires 2024-05-29

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.

F2 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

Read SEC document
May 29, 2024 Filed May 30, 2024 16:35 UTC Exercise / conversionCommon Shares of Beneficial Interest 4,807 Not disclosed Not disclosed
Disclosure

SEC source: 0001045450-24-000045 · wk-form4_1717086915.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,901

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: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

Read SEC document
May 29, 2024 Filed May 30, 2024 16:41 UTC GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000053 · wk-form4_1717087281.xml · derivative · entry 2

Connor James B. · CIK 0001507648 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,633

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

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 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.

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 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
May 29, 2024 Filed May 30, 2024 16:41 UTC GrantRestricted Share Units · Derivative 3,444 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000053 · wk-form4_1717087281.xml · derivative · entry 1

Connor James B. · CIK 0001507648 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,491

Underlying: Common Shares of Beneficial Interest · 3,444 shares

Expires not disclosed

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 Company's Common Shares of Beneficial Interest.

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 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.

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 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
May 29, 2024 Filed May 30, 2024 16:40 UTC
Case JohnDirector
GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000051 · wk-form4_1717087193.xml · derivative · entry 2

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,849

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

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 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.

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 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
May 29, 2024 Filed May 30, 2024 16:40 UTC
Case JohnDirector
GrantRestricted Share Units · Derivative 2,538 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000051 · wk-form4_1717087193.xml · derivative · entry 1

Case John · CIK 0001490409 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,707

Underlying: Common Shares of Beneficial Interest · 2,538 shares

Expires not disclosed

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 Company's Common Shares of Beneficial Interest.

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 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.

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 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
May 29, 2024 Filed May 30, 2024 16:38 UTC GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000049 · wk-form4_1717087106.xml · derivative · entry 4

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,586

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F5 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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
May 29, 2024 Filed May 30, 2024 16:38 UTC GrantRestricted Share Units · Derivative 3,444 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000049 · wk-form4_1717087106.xml · derivative · entry 3

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,444

Underlying: Common Shares of Beneficial Interest · 3,444 shares

Expires not disclosed

F3 · 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 Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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
May 29, 2024 Filed May 30, 2024 16:38 UTC Exercise / conversionRestricted Share Units · Derivative 6,633 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000049 · wk-form4_1717087106.xml · derivative · entry 2

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares of Beneficial Interest · 6,633 shares

Expires 2024-05-29

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.

F2 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

Read SEC document
May 29, 2024 Filed May 30, 2024 16:38 UTC Exercise / conversionCommon Shares of Beneficial Interest 6,633 Not disclosed Not disclosed
Disclosure

SEC source: 0001045450-24-000049 · wk-form4_1717087106.xml · nonDerivative · entry 1

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,633

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: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

Read SEC document
May 29, 2024 Filed May 30, 2024 16:36 UTC GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000047 · wk-form4_1717087003.xml · derivative · entry 4

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,112

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F5 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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
May 29, 2024 Filed May 30, 2024 16:36 UTC GrantRestricted Share Units · Derivative 3,626 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000047 · wk-form4_1717087003.xml · derivative · entry 3

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,970

Underlying: Common Shares of Beneficial Interest · 3,626 shares

Expires not disclosed

F3 · 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 Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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.

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May 29, 2024 Filed May 30, 2024 16:36 UTC Exercise / conversionRestricted Share Units · Derivative 5,714 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000047 · wk-form4_1717087003.xml · derivative · entry 2

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,344

Underlying: Common Shares of Beneficial Interest · 5,714 shares

Expires 2024-05-29

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.

F2 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

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May 29, 2024 Filed May 30, 2024 16:36 UTC Exercise / conversionCommon Shares of Beneficial Interest 5,714 Not disclosed Not disclosed
Disclosure

SEC source: 0001045450-24-000047 · wk-form4_1717087003.xml · nonDerivative · entry 1

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,198

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: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

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May 29, 2024 Filed May 30, 2024 16:33 UTC GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000043 · wk-form4_1717086789.xml · derivative · entry 4

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,589

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F5 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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.

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May 29, 2024 Filed May 30, 2024 16:33 UTC GrantRestricted Share Units · Derivative 2,538 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000043 · wk-form4_1717086789.xml · derivative · entry 3

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,447

Underlying: Common Shares of Beneficial Interest · 2,538 shares

Expires not disclosed

F3 · 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 Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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.

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May 29, 2024 Filed May 30, 2024 16:33 UTC Exercise / conversionRestricted Share Units · Derivative 7,232 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000043 · wk-form4_1717086789.xml · derivative · entry 2

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,909

Underlying: Common Shares of Beneficial Interest · 7,232 shares

Expires 2024-05-29

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.

F2 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

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May 29, 2024 Filed May 30, 2024 16:33 UTC Exercise / conversionCommon Shares of Beneficial Interest 7,232 Not disclosed Not disclosed
Disclosure

SEC source: 0001045450-24-000043 · wk-form4_1717086789.xml · nonDerivative · entry 1

Ziegler Caixia · CIK 0001909246 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,244

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: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

Read SEC document
May 29, 2024 Filed May 30, 2024 16:31 UTC GrantRestricted Share Units · Derivative 3,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000041 · wk-form4_1717086683.xml · derivative · entry 4

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,787

Underlying: Common Shares of Beneficial Interest · 3,142 shares

Expires not disclosed

F5 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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.

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May 29, 2024 Filed May 30, 2024 16:31 UTC GrantRestricted Share Units · Derivative 2,538 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000041 · wk-form4_1717086683.xml · derivative · entry 3

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,645

Underlying: Common Shares of Beneficial Interest · 2,538 shares

Expires not disclosed

F3 · 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 Company's Common Shares of Beneficial Interest.

F4 · 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.

F4 · 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
May 29, 2024 Filed May 30, 2024 16:31 UTC Exercise / conversionRestricted Share Units · Derivative 1,902 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000041 · wk-form4_1717086683.xml · derivative · entry 2

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,107

Underlying: Common Shares of Beneficial Interest · 1,902 shares

Expires 2024-05-29

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.

F2 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

Read SEC document
May 29, 2024 Filed May 30, 2024 16:31 UTC Exercise / conversionCommon Shares of Beneficial Interest 1,902 Not disclosed Not disclosed
Disclosure

SEC source: 0001045450-24-000041 · wk-form4_1717086683.xml · nonDerivative · entry 1

Sterneck Robin Peppe · CIK 0001586823 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,708

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: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.

Read SEC document
March 04, 2024 Filed Jan 10, 2025 21:21 UTC
Johnson Gwendolyn MarySVP - Asset Management
GiftCommon Shares of Beneficial Interest 24,182 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000018 · wk-form5_1736544055.xml · nonDerivative · entry 2

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: 29,962

Read SEC document
March 04, 2024 Filed Jan 10, 2025 21:21 UTC
Johnson Gwendolyn MarySVP - Asset Management
GiftCommon Shares of Beneficial Interest 24,182 $0.00 $0.00
Disclosure

SEC source: 0001045450-25-000018 · wk-form5_1736544055.xml · nonDerivative · entry 1

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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March 01, 2024 Filed Mar 4, 2024 17:31 UTC
Evans Craig L.EVP & General Counsel
Tax withholdingCommon Shares of Beneficial Interest 13,074 $41.76 $545,970.24
Disclosure

SEC source: 0001045450-24-000028 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,229

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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February 27, 2024 Filed Feb 28, 2024 22:06 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 26,930 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 6

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: 74,901

F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

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February 27, 2024 Filed Feb 28, 2024 22:06 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GiftCommon Shares of Beneficial Interest 26,930 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,969

F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

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February 27, 2024 Filed Feb 28, 2024 21:43 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GiftCommon Shares of Beneficial Interest 28,733 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 6

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: 163,464

F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

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February 27, 2024 Filed Feb 28, 2024 21:43 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GiftCommon Shares of Beneficial Interest 28,733 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,592

F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust.

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February 27, 2024 Filed Feb 28, 2024 21:16 UTC
Moriarty Brian AndrewSVP - Corporate Communications
GrantCommon Shares of Beneficial Interest 5,705 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000020 · primary_doc.xml · nonDerivative · entry 1

Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,116

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, 2025.

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, 2025.

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, 2025.

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February 26, 2024 Filed Feb 28, 2024 22:06 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
Tax withholdingCommon Shares of Beneficial Interest 22,167 $42.87 $950,299.29
Disclosure

SEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,899

F4 · 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 issuance of unrestricted equity awards.

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February 26, 2024 Filed Feb 28, 2024 22:06 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GrantCommon Shares of Beneficial Interest 49,097 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,066

F3 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan.

F3 · shares: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan.

F3 · price: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:06 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GrantCommon Shares of Beneficial Interest 8,474 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,969

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, 2025.

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, 2025.

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, 2025.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 22:06 UTC
Zimmerman Gregory EEVP & Chief Investment Officer
GrantCommon Shares of Beneficial Interest 26,627 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,495

F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of cash bonus and vest in three annual installments, beginning January 1, 2025.

F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of cash bonus and vest in three annual installments, beginning January 1, 2025.

F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of cash bonus and vest in three annual installments, beginning January 1, 2025.

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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.