Tapewire

NYSE · USD

EPR

EPR PROPERTIES

Export transactions ↓
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

JSON API
Reset

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
February 26, 2024 Filed Feb 28, 2024 21:54 UTC
Silvers Gregory KDirector · President & CEO
Tax withholdingCommon Shares of Beneficial Interest 66,931 $42.87 $2,869,331.97
Disclosure

SEC source: 0001045450-24-000023 · primary_doc.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 731,238

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 21:54 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 147,587 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000023 · primary_doc.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 798,169

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 21:54 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 27,544 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000023 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 650,582

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 21:54 UTC
Silvers Gregory KDirector · President & CEO
GrantCommon Shares of Beneficial Interest 69,534 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000023 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 623,038

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 21:43 UTC
Peterson Mark AlanEVP & Chief Financial Officer
Tax withholdingCommon Shares of Beneficial Interest 23,651 $42.87 $1,013,918.37
Disclosure

SEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,325

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 21:43 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GrantCommon Shares of Beneficial Interest 52,384 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,976

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 21:43 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GrantCommon Shares of Beneficial Interest 9,504 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,592

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 21:43 UTC
Peterson Mark AlanEVP & Chief Financial Officer
GrantCommon Shares of Beneficial Interest 27,650 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,088

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 21:31 UTC
Mater Tonya L.SVP & Chief Accounting Officer
Tax withholdingCommon Shares of Beneficial Interest 4,824 $42.87 $206,804.88
Disclosure

SEC source: 0001045450-24-000021 · primary_doc.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,710

F3 · 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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 21:31 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 10,638 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000021 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,534

F2 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan.

F2 · shares: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan.

F2 · 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 21:31 UTC
Mater Tonya L.SVP & Chief Accounting Officer
GrantCommon Shares of Beneficial Interest 2,045 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000021 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,896

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 21:02 UTC
Turvey Paul RobertSVP & Assoc. General Counsel
GrantCommon Shares of Beneficial Interest 5,841 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000017 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,127

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 21:02 UTC
Turvey Paul RobertSVP & Assoc. General Counsel
GrantCommon Shares of Beneficial Interest 5,481 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000017 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,286

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 20:54 UTC
Johnson Gwendolyn MarySVP - Asset Management
GrantCommon Shares of Beneficial Interest 4,142 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000016 · primary_doc.xml · nonDerivative · entry 2

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,554

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, 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 20:54 UTC
Johnson Gwendolyn MarySVP - Asset Management
GrantCommon Shares of Beneficial Interest 5,671 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000016 · primary_doc.xml · nonDerivative · entry 1

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,412

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 20:46 UTC
Grace ElizabethSVP - Human Resources & Admin
GrantCommon Shares of Beneficial Interest 5,042 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000015 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,508

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 20:46 UTC
Grace ElizabethSVP - Human Resources & Admin
GrantCommon Shares of Beneficial Interest 6,490 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000015 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,466

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 20:34 UTC
Evans Craig L.EVP & General Counsel
Tax withholdingCommon Shares of Beneficial Interest 15,037 $42.87 $644,636.19
Disclosure

SEC source: 0001045450-24-000014 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,303

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.

Read SEC document
February 26, 2024 Filed Feb 28, 2024 20:34 UTC
Evans Craig L.EVP & General Counsel
GrantCommon Shares of Beneficial Interest 33,158 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000014 · 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: 97,340

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.

Read SEC document
January 02, 2024 Filed Jan 2, 2024 22:57 UTC GiftCommon Shares of Beneficial Interest 14,274 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000007 · primary_doc.xml · nonDerivative · entry 3

Zimmerman Gregory E · CIK 0001722346 · EVP - CIO

10b5-1 filing: No plan indicated

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

Disclosed balance after: 31,868

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

Read SEC document
January 02, 2024 Filed Jan 2, 2024 22:57 UTC GiftCommon Shares of Beneficial Interest 14,274 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000007 · primary_doc.xml · nonDerivative · entry 2

Zimmerman Gregory E · CIK 0001722346 · EVP - CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,868

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

Read SEC document
January 02, 2024 Filed Jan 2, 2024 22:57 UTC OtherCommon Shares of Beneficial Interest 12,075 $48.45 $585,033.75
Disclosure

SEC source: 0001045450-24-000007 · primary_doc.xml · nonDerivative · entry 1

Zimmerman Gregory E · CIK 0001722346 · EVP - CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,142

F1 · kind: The Common Shares of Beneficial Interest 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, 2024 Filed Jan 2, 2024 22:47 UTC
Johnson Gwendolyn MarySVP - Asset Management
OtherCommon Shares of Beneficial Interest 2,180 $48.45 $105,621.00
Disclosure

SEC source: 0001045450-24-000006 · primary_doc.xml · nonDerivative · entry 1

Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,741

F1 · kind: The Common Shares of Beneficial Interest 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, 2024 Filed Jan 2, 2024 22:43 UTC
Turvey Paul RobertSVP& Associate General Counsel
OtherCommon Shares of Beneficial Interest 2,003 $48.45 $97,045.35
Disclosure

SEC source: 0001045450-24-000005 · primary_doc.xml · nonDerivative · entry 1

Turvey Paul Robert · CIK 0001965188 · SVP& Associate General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,805

F1 · kind: The Common Shares of Beneficial Interest 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, 2024 Filed Jan 2, 2024 22:38 UTC
Silvers Gregory KDirector · Chairman & CFO
OtherCommon Shares of Beneficial Interest 37,121 $48.45 $1,798,512.45
Disclosure

SEC source: 0001045450-24-000004 · primary_doc.xml · nonDerivative · entry 1

Silvers Gregory K · CIK 0001248410 · Director · Chairman & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 553,504

F1 · kind: The Common Shares of Beneficial Interest 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, 2024 Filed Jan 2, 2024 22:33 UTC OtherCommon Shares of Beneficial Interest 5,372 $48.45 $260,273.40
Disclosure

SEC source: 0001045450-24-000003 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · SVP & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,851

F1 · kind: The Common Shares of Beneficial Interest 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, 2024 Filed Jan 2, 2024 22:26 UTC
Grace ElizabethSVP - Human Resources & Admin
GiftCommon Shares of Beneficial Interest 6,181 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000002 · primary_doc.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: 14,102

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

Read SEC document
January 02, 2024 Filed Jan 2, 2024 22:26 UTC
Grace ElizabethSVP - Human Resources & Admin
GiftCommon Shares of Beneficial Interest 6,181 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000002 · primary_doc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,976

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

Read SEC document
January 02, 2024 Filed Jan 2, 2024 22:26 UTC
Grace ElizabethSVP - Human Resources & Admin
OtherCommon Shares of Beneficial Interest 2,923 $48.45 $141,619.35
Disclosure

SEC source: 0001045450-24-000002 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,157

F1 · kind: The Common Shares of Beneficial Interest 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, 2024 Filed Jan 2, 2024 22:10 UTC GiftCommon Shares of Beneficial Interest 15,440 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000001 · primary_doc.xml · nonDerivative · entry 3

Evans Craig L. · CIK 0001637370 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Evans Revocable Trust

Disclosed balance after: 37,940

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

Read SEC document
January 02, 2024 Filed Jan 2, 2024 22:10 UTC GiftCommon Shares of Beneficial Interest 15,440 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000001 · primary_doc.xml · nonDerivative · entry 2

Evans Craig L. · CIK 0001637370 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,742

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

Read SEC document
January 02, 2024 Filed Jan 2, 2024 22:10 UTC OtherCommon Shares of Beneficial Interest 7,475 $48.45 $362,163.75
Disclosure

SEC source: 0001045450-24-000001 · primary_doc.xml · nonDerivative · entry 1

Evans Craig L. · CIK 0001637370 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,182

F1 · kind: The Common Shares of Beneficial Interest 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, 2024 Filed Jan 3, 2024 19:38 UTC GiftCommon Shares of Beneficial Interest 19,120 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000008 · primary_doc.xml · nonDerivative · entry 3

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: No plan indicated

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: 134,731

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

Read SEC document
January 02, 2024 Filed Jan 3, 2024 19:38 UTC GiftCommon Shares of Beneficial Interest 19,120 $0.00 $0.00
Disclosure

SEC source: 0001045450-24-000008 · primary_doc.xml · nonDerivative · entry 2

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,438

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

Read SEC document
January 02, 2024 Filed Jan 3, 2024 19:38 UTC OtherCommon Shares of Beneficial Interest 16,065 $48.45 $778,349.25
Disclosure

SEC source: 0001045450-24-000008 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,558

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

Read SEC document
December 26, 2023 Filed Dec 26, 2023 21:01 UTC SaleCommon Shares of Beneficial Interest 1,500 $48.50 $72,750.00
Disclosure

SEC source: 0001045450-23-000077 · primary_doc.xml · nonDerivative · entry 1

Mater Tonya L. · CIK 0001652937 · SVP & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,223

F1 · kind: The transactions reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F1 · shares: The transactions reported in this Form 4 were affected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
December 22, 2023 Filed Dec 26, 2023 19:36 UTC SaleCommon Shares 2,500 $48.68 $121,700.00
Disclosure

SEC source: 0001045450-23-000076 · primary_doc.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,094

Read SEC document
December 18, 2023 Filed Dec 18, 2023 21:24 UTC GiftCommon Shares of Beneficial Interest 206 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000075 · primary_doc.xml · nonDerivative · entry 1

Peterson Mark Alan · CIK 0001251221 · EVP & CFO

10b5-1 filing: No plan indicated

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: 115,611

F1 · kind: Shares were gifted to five charitable organizations.

Read SEC document
December 06, 2023 Filed Dec 8, 2023 17:43 UTC SaleCommon Shares 5,933 $46.39 $275,227.12
Disclosure

SEC source: 0001045450-23-000074 · primary_doc.xml · nonDerivative · entry 1

Trimberger Lisa G · CIK 0001718603 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
August 30, 2023 Filed Aug 30, 2023 17:24 UTC
Mater Tonya L.SVP & Chief Accounting Officer
SaleCommon Shares of Beneficial Interest 5,000 $44.61 $223,050.00
Disclosure

SEC source: 0001045450-23-000066 · primary_doc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,723

Read SEC document
May 24, 2023 Filed May 24, 2023 21:30 UTC GrantRestricted Share Units · Derivative 3,164 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000043 · primary_doc.xml · derivative · entry 4

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,058

Underlying: Common Shares · 3,164 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 24, 2023 Filed May 24, 2023 21:30 UTC GrantRestricted Share Units · Derivative 3,651 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000043 · primary_doc.xml · derivative · entry 3

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,894

Underlying: Common Shares · 3,651 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.

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 24, 2023 Filed May 24, 2023 21:30 UTC Exercise / conversionRestricted Share Units · Derivative 6,371 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000043 · primary_doc.xml · derivative · entry 2

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,243

Underlying: Common Shares · 6,371 shares

Expires 2023-05-24

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 24, 2023 Filed May 24, 2023 21:30 UTC Exercise / conversionCommon Shares 6,371 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000043 · primary_doc.xml · nonDerivative · entry 1

SHANKS VIRGINIA E · CIK 0001269955 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,484

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 24, 2023 Filed May 24, 2023 20:52 UTC Exercise / conversionRestricted Share Units · Derivative 5,260 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000042 · primary_doc.xml · derivative · entry 2

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 5,260 shares

Expires 2023-05-24

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 24, 2023 Filed May 24, 2023 20:52 UTC Exercise / conversionCommon Shares 5,620 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000042 · primary_doc.xml · nonDerivative · entry 1

BLOCH THOMAS M · CIK 0001207345 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,374

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 24, 2023 Filed May 25, 2023 18:22 UTC GrantRestricted Share Units · Derivative 3,614 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000045 · primary_doc.xml · derivative · entry 4

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,807

Underlying: Common Shares · 3,164 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 24, 2023 Filed May 25, 2023 18:22 UTC GrantRestricted Share Units · Derivative 1,643 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000045 · primary_doc.xml · derivative · entry 3

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,643

Underlying: Common Shares · 1,643 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.

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 24, 2023 Filed May 25, 2023 18:22 UTC Exercise / conversionRestricted Share Units · Derivative 3,812 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000045 · primary_doc.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 · 3,812 shares

Expires 2023-05-24

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 24, 2023 Filed May 25, 2023 18:22 UTC Exercise / conversionCommon Shares 3,812 $0.00 $0.00
Disclosure

SEC source: 0001045450-23-000045 · primary_doc.xml · nonDerivative · entry 1

BROWN PETER C · CIK 0001095168 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,594

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

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