Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP of HR & Administration | April 06, 2017 | April 07, 2017 |
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 April 06, 2017 · Filed April 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 31,909 |
Reported balance
After 2017-04-06 transaction · row 1
1 source rowRow 1 · 2017-04-06 · Grant · Acquired 759 · Balance 31,909 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| April 06, 2017 Filed Apr 7, 2017 20:44 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000033 · primary_doc.xml · nonDerivative · entry 1 Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,909 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. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 17:02 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 7,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000018 · primary_doc.xml · nonDerivative · entry 2 Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,150 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 17:02 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 7,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000018 · primary_doc.xml · nonDerivative · entry 1 Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,157 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 09, 2017 Filed Jan 10, 2017 17:14 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 4,350 | $72.62 | $315,897.00 |
DisclosureSEC source: 0001045450-17-000009 · primary_doc.xml · nonDerivative · entry 1 Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,896 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. This transaction completes the existing trading plan. 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. This transaction completes the existing trading plan. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 19:50 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 2,419 | $71.77 | $173,611.63 |
DisclosureSEC source: 0001045450-17-000005 · primary_doc.xml · nonDerivative · entry 1 Wright Thomas B. III · CIK 0001637371 · SVP of HR & Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,246 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.