Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP & Chief Investment Officer | February 22, 2018 | February 26, 2018 |
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 22, 2018 · Filed February 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 151,490 |
Ending reported balance
After 2018-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-22 · Grant · Acquired 8,665 · Balance 124,969 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, 2019. Row 2 · 2018-02-22 · Grant · Acquired 26,521 · Balance 151,490 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, 2019. |
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, 2019.
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, 2019.
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 22, 2018 Filed Feb 26, 2018 23:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 26,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000012 · primary_doc.xml · nonDerivative · entry 2 Earnest Morgan G II · CIK 0001232644 · SVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,490 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 23:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000012 · primary_doc.xml · nonDerivative · entry 1 Earnest Morgan G II · CIK 0001232644 · SVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,969 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 17:23 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 16,512 | $65.46 | $1,080,875.52 |
DisclosureSEC source: 0001045450-18-000005 · primary_doc.xml · nonDerivative · entry 1 Earnest Morgan G II · CIK 0001232644 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,304 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 |
| November 20, 2017 Filed Nov 21, 2017 16:20 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000078 · primary_doc.xml · nonDerivative · entry 1 Earnest Morgan G II · CIK 0001232644 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,816 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 |
| April 06, 2017 Filed Apr 7, 2017 20:47 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 1,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000034 · primary_doc.xml · nonDerivative · entry 1 Earnest Morgan G II · CIK 0001232644 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,796 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 17:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 22,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000019 · primary_doc.xml · nonDerivative · entry 2 Earnest Morgan G II · CIK 0001232644 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,352 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 17:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 13,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000019 · primary_doc.xml · nonDerivative · entry 1 Earnest Morgan G II · CIK 0001232644 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,438 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 19:47 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 15,273 | $71.77 | $1,096,143.21 |
DisclosureSEC source: 0001045450-17-000004 · primary_doc.xml · nonDerivative · entry 1 Earnest Morgan G II · CIK 0001232644 · SVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,985 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.