Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | Director | May 24, 2023 | May 25, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EPR PROPERTIES
Report date May 24, 2023 · Filed May 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 57,764 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Exercise / conversion · Acquired 51,096 · Balance 57,764 |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Expires 2023-05-24 | Direct | 0 |
Reported balance
After 2023-05-24 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-24 · Exercise / conversion · Disposed 51,096 · Balance 0 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 24, 2023 Filed May 25, 2023 14:11 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 51,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000044 · primary_doc.xml · derivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 51,096 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 14:11 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 51,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000044 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,764 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 27, 2022 Filed May 31, 2022 16:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000065 · primary_doc.xml · derivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,096 Underlying: Restricted Share Units · 2,509 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for Restricted Share Units is the earlier (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for Restricted Share Units is the earlier (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 27, 2022 Filed May 31, 2022 16:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000065 · primary_doc.xml · derivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,587 Underlying: Common Shares · 2,751 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to one share of the Issuer's Common Shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for Restricted Share Units is the earlier (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for Restricted Share Units is the earlier (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 |
| March 25, 2022 Filed Mar 28, 2022 13:44 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 1,093 | $0.00 Strike: $44.62 | $0.00 |
DisclosureSEC source: 0001045450-22-000043 · primary_doc.xml · derivative · entry 3 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,093 shares Expires 2022-05-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 13:44 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 911 | $53.51 | $48,747.61 |
DisclosureSEC source: 0001045450-22-000043 · primary_doc.xml · nonDerivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,668 F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| March 25, 2022 Filed Mar 28, 2022 13:44 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,093 | $44.62 | $48,769.66 |
DisclosureSEC source: 0001045450-22-000043 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,579 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 28, 2021 Filed Jun 1, 2021 15:41 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000039 · primary_doc.xml · derivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,836 Underlying: Common Shares · 2,723 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 15:41 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000039 · primary_doc.xml · derivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,113 Underlying: Common Shares · 2,985 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. Read SEC document |
| May 07, 2021 Filed May 11, 2021 10:51 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOptions to Purchase Common Shares of Beneficial Interest · Derivative | 1,355 | $0.00 Strike: $47.77 | $0.00 |
DisclosureSEC source: 0001045450-21-000032 · primary_doc.xml · derivative · entry 3 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093 Underlying: Common Shares of Beneficial Interest · 1,355 shares Expires 2021-05-11 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 07, 2021 Filed May 11, 2021 10:51 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,308 | $49.50 | $64,746.00 |
DisclosureSEC source: 0001045450-21-000032 · primary_doc.xml · nonDerivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,486 F1 · shares: These shares were assigned to the Company in payment of exercise price and associated taxes. Read SEC document |
| May 07, 2021 Filed May 11, 2021 10:51 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,355 | $47.77 | $64,728.35 |
DisclosureSEC source: 0001045450-21-000032 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,794 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 |
| December 14, 2020 Filed Dec 15, 2020 15:38 UTC | EPR PROPERTIES EPR · Entity 3975 | PurchaseCommon Shares of Beneficial Interest | 5,800 | $31.04 | $180,005.32 |
DisclosureSEC source: 0001045450-20-000080 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,439 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 14:15 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 5,800 | $29.50 | $171,090.72 |
DisclosureSEC source: 0001045450-20-000077 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639 Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 14:53 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 4,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000046 · primary_doc.xml · derivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,128 Underlying: Common Shares · 4,860 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior 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 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 29, 2020 Filed Jun 1, 2020 14:53 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 5,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000046 · primary_doc.xml · derivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,268 Underlying: Common Shares · 5,327 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior 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 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 |
| March 02, 2020 Filed Mar 3, 2020 15:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 1,410 | $0.00 Strike: $44.98 | $0.00 |
DisclosureSEC source: 0001045450-20-000023 · primary_doc.xml · derivative · entry 3 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,448 Underlying: Common Shares of Beneficial Interest · 1,410 shares Expires 2020-05-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 15:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,043 | $60.82 | $63,435.26 |
DisclosureSEC source: 0001045450-20-000023 · primary_doc.xml · nonDerivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,439 F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 15:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,410 | $44.98 | $63,421.80 |
DisclosureSEC source: 0001045450-20-000023 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,482 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 16:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1.668 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000061 · primary_doc.xml · derivative · entry 4 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,941 Underlying: Common Shares · 1,668 shares Expires not disclosed F4 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common share. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 16:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000061 · primary_doc.xml · derivative · entry 3 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,273 Underlying: Common Shares · 1,828 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 share. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 16:55 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Unit · Derivative | 3,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000061 · primary_doc.xml · derivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,445 Underlying: Common Shares · 3,799 shares Expires 2019-05-30 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 share. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 16:55 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 3,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000061 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,072 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 02, 2019 Filed May 2, 2019 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 506 | $79.48 | $40,216.88 |
DisclosureSEC source: 0001045450-19-000051 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,273 Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 15:27 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOptions to Purchase Common Shares of Beneficial Interest · Derivative | 3,699 | $0.00 Strike: $19.02 | $0.00 |
DisclosureSEC source: 0001045450-19-000033 · primary_doc.xml · derivative · entry 3 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,858 Underlying: Common Shares of Beneficial Interest · 3,699 shares Expires 2019-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 15:27 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 920 | $76.44 | $70,324.80 |
DisclosureSEC source: 0001045450-19-000033 · primary_doc.xml · nonDerivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,799 F1 · shares: These shares were assigned to the Company in payment of exercise price and associated taxes. Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 15:27 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 3,699 | $19.02 | $70,354.98 |
DisclosureSEC source: 0001045450-19-000033 · primary_doc.xml · nonDerivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,699 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 |
| June 01, 2018 Filed Jun 1, 2018 17:22 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000041 · primary_doc.xml · derivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,244 Underlying: Common Shares · 1,727 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unity represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| June 01, 2018 Filed Jun 1, 2018 17:22 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000041 · primary_doc.xml · derivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,517 Underlying: Common Shares · 2,072 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 09:47 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000054 · primary_doc.xml · derivative · entry 2 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,445 Underlying: Common Shares · 1,394 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to the Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 09:47 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000054 · primary_doc.xml · derivative · entry 1 NEWMAN JACK A JR · CIK 0001060258 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,051 Underlying: Common Shares · 1,673 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.