Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP - Asset Management | February 20, 2020 | February 21, 2020 |
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 February 20, 2020 · Filed February 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 41,159 |
Ending reported balance
After 2020-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-20 · Grant · Acquired 10,254 · Balance 36,597 F1: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2021. Row 2 · 2020-02-20 · Grant · Acquired 4,562 · Balance 41,159 F2: 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, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2021.
F2: 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, 2021.
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 |
|---|---|---|---|---|---|---|
| February 20, 2020 Filed Feb 21, 2020 21:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000008 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,159 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, 2021. 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, 2021. 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, 2021. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 10,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000008 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,597 F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2021. F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2021. F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2021. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:14 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 11,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000001 · primary_doc.xml · nonDerivative · entry 3 Hirons Michael L · CIK 0001361364 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 23,894 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:14 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 11,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000001 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,343 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:14 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 10,266 | $70.64 | $725,190.24 |
DisclosureSEC source: 0001045450-20-000001 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,260 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 |
| March 14, 2019 Filed Mar 15, 2019 16:25 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000031 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 11,977 F1 · shares: Shares were donated to a charitable organization. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionNon-Qualified Stock Options · Derivative | 186 | $0.00 Strike: $36.56 | $0.00 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · derivative · entry 8 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,394 Underlying: Common Shares · 186 shares Expires 2020-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares · Derivative | 62 | $0.00 Strike: $36.56 | $0.00 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · derivative · entry 7 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,525 Underlying: Common Shares · 62 shares Expires 2020-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · nonDerivative · entry 6 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 13,877 F2 · kind: These shares were transferred from direct ownership to indirect ownership F2 · shares: These shares were transferred from direct ownership to indirect ownership Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · nonDerivative · entry 5 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,486 F2 · kind: These shares were transferred from direct ownership to indirect ownership F2 · shares: These shares were transferred from direct ownership to indirect ownership Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares | 135 | $73.97 | $9,985.95 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · nonDerivative · entry 4 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,568 F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes. F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares | 31 | $73.97 | $2,293.07 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · nonDerivative · entry 3 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,703 F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes. F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 186 | $36.56 | $6,800.16 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,734 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 05, 2019 Filed Mar 7, 2019 22:21 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 62 | $36.56 | $2,266.72 |
DisclosureSEC source: 0001045450-19-000030 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP-Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,548 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 |
| February 20, 2019 Filed Feb 22, 2019 18:23 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 7,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000021 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Asset Mgt. & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,486 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, 2020. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 18:23 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 9,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000021 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Asset Mgt. & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,834 F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2020. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 18:21 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 4,372 | $74.97 | $327,768.84 |
DisclosureSEC source: 0001045450-19-000012 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 13,795 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 18:21 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 8,128 | $74.97 | $609,356.16 |
DisclosureSEC source: 0001045450-19-000012 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 18,167 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 12,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000003 · primary_doc.xml · nonDerivative · entry 3 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 26,295 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 12,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000003 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,006 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 10,546 | $64.03 | $675,260.38 |
DisclosureSEC source: 0001045450-19-000003 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,352 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 |
| September 13, 2018 Filed Sep 17, 2018 19:11 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000055 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 14,009 F1 · shares: Shares were donated to a charitable organization. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 19:16 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,000 | $69.97 | $489,790.00 |
DisclosureSEC source: 0001045450-18-000054 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 16,009 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:45 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 15,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000010 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,898 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, 2019. 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, 2019. 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, 2019. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:45 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 6,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000010 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mngt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,136 F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019. F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019. F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2019. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:14 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 10,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000003 · primary_doc.xml · nonDerivative · entry 3 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 23,009 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:14 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 10,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000003 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,732 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:14 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 10,280 | $65.46 | $672,928.80 |
DisclosureSEC source: 0001045450-18-000003 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,260 F1 · kind: These shares were assigned to the Company in payment of associated taxes. F1 · shares: These shares were assigned to the Company in payment of associated taxes. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionNon-Qualified Stock Option · Derivative | 494 | $0.00 Strike: $47.20 | $0.00 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · derivative · entry 8 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,167 Underlying: Common Shares · 494 shares Expires 2018-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person. F3 · shares: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares · Derivative | 328 | $0.00 Strike: $47.20 | $0.00 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · derivative · entry 7 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,661 Underlying: Common Shares · 328 shares Expires 2018-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person. F3 · shares: The transactions reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 6 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 12,481 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 5 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,540 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares | 430 | $63.11 | $27,137.30 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 4 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,687 F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes. F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares | 245 | $63.11 | $15,461.95 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 3 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,117 F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes. F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 494 | $47.20 | $23,316.80 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,362 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 21, 2017 Filed Dec 22, 2017 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 328 | $47.20 | $15,481.60 |
DisclosureSEC source: 0001045450-17-000083 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,868 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 18, 2017 Filed Dec 19, 2017 18:58 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 9,359 | $67.54 | $632,106.86 |
DisclosureSEC source: 0001045450-17-000082 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 12,334 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 16:05 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000074 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,540 F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering. F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering. F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person under the 2016 Equity Incentive Plan in connection with a grant of 20 shares to each full-time employee of the Company made in recognition of the 20th anniversary of the Company's initial public offering. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 19:56 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000073 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · VP - Strategic Planning 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 21,693 F1 · kind: Shares were donated to charitable organizations. F1 · price: Shares were donated to charitable organizations. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 19:56 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 1,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000073 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · VP - Strategic Planning 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 21,778 F1 · kind: Shares were donated to charitable organizations. F1 · price: Shares were donated to charitable organizations. Read SEC document |
| April 06, 2017 Filed Apr 7, 2017 20:56 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000038 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,520 F1 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2018. F1 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2018. F1 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2018. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:35 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 13,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000020 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,786 F2 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2018. F2 · shares: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2018. F2 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2018. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 18:35 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000020 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,206 F1 · kind: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2018. F1 · shares: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2018. F1 · price: At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2018. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 20:37 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 9,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000006 · primary_doc.xml · nonDerivative · entry 3 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 23,603 F1 · kind: These shares were transferred from direct ownership to indirect ownership. F1 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 20:37 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 9,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000006 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,349 F1 · kind: These shares were transferred from direct ownership to indirect ownership. F1 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 20:37 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 9,140 | $71.77 | $655,977.80 |
DisclosureSEC source: 0001045450-17-000006 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,708 Read SEC document |
| December 07, 2016 Filed Dec 27, 2016 19:26 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 450 | $71.32 | $32,094.00 |
DisclosureSEC source: 0001045450-16-000179 · primary_doc.xml · nonDerivative · entry 2 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 14,244 F1 · kind: Shares were gifted to a charitable organization. F1 · shares: Shares were gifted to a charitable organization. Read SEC document |
| December 06, 2016 Filed Dec 27, 2016 19:26 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 300 | $70.02 | $21,006.00 |
DisclosureSEC source: 0001045450-16-000179 · primary_doc.xml · nonDerivative · entry 1 Hirons Michael L · CIK 0001361364 · SVP - Strategy & Asset Mgmt. 10b5-1 filing: Not disclosed Ownership: Indirect · Julie and Michael Hirons Joint Revocable Trust Disclosed balance after: 14,694 F1 · kind: Shares were gifted to a charitable organization. F1 · shares: Shares were gifted to a charitable organization. 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.