Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP - Human Resources & Admin | August 19, 2026 | August 20, 2026 |
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 August 19, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectElizabeth Grace Revocable Trust | 22,427 |
Reported balance
After 2026-08-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-19 · Sale · Disposed 4,200 · Balance 22,427 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on May 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on May 12, 2026.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 20, 2026 12:33 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 4,200 | $60.57 | $254,394.00 |
DisclosureSEC source: 0001900482-26-000003 · wk-form4_1787229223.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: Plan reported Ownership: Indirect · Elizabeth Grace Revocable Trust Disclosed balance after: 22,427 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on May 12, 2026. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001900482-26-000001 · wk-form4_1767734174.xml · nonDerivative · entry 5 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,116 F4 · 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, 2027. F4 · 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, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 7,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001900482-26-000001 · wk-form4_1767734174.xml · nonDerivative · entry 4 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,034 F3 · 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, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 6,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001900482-26-000001 · wk-form4_1767734174.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: 26,627 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 6,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001900482-26-000001 · wk-form4_1767734174.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,411 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 5,858 | $49.90 | $292,314.20 |
DisclosureSEC source: 0001900482-26-000001 · wk-form4_1767734174.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,160 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 |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000042 · wk-form4_1740525123.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,018 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, 2026. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 7,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000042 · wk-form4_1740525123.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,748 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, 2026. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:37 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 5,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000010 · wk-form4_1735918638.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: 19,878 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:37 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 5,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000010 · wk-form4_1735918638.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,651 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:37 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 5,081 | $44.28 | $224,986.68 |
DisclosureSEC source: 0001045450-25-000010 · wk-form4_1735918638.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,427 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 |
| February 26, 2024 Filed Feb 28, 2024 20:46 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,042 | $0.00 | $0.00 |
DisclosureSEC 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 | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 6,490 | $0.00 | $0.00 |
DisclosureSEC 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 |
| January 02, 2024 Filed Jan 2, 2024 22:26 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 6,181 | $0.00 | $0.00 |
DisclosureSEC 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 | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 6,181 | $0.00 | $0.00 |
DisclosureSEC 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 | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 2,923 | $48.45 | $141,619.35 |
DisclosureSEC 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 |
| February 20, 2023 Filed Feb 22, 2023 17:36 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000024 · primary_doc.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP-Human Resources and Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,080 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, 2024. 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, 2024. 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, 2024. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 17:36 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 6,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000024 · primary_doc.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP-Human Resources and Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,899 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, 2024. 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, 2024. 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, 2024. Read SEC document |
| January 02, 2023 Filed Jan 3, 2023 18:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 4,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000005 · primary_doc.xml · nonDerivative · entry 3 Grace Elizabeth · CIK 0001900482 · SVP-Human Resources & Admin. 10b5-1 filing: Not disclosed Ownership: Indirect · Elizabeth Grace, as Trustee of the Elizabeth Grace Revocable Trust under Trust Disclosed balance after: 7,921 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2023 Filed Jan 3, 2023 18:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 4,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000005 · primary_doc.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP-Human Resources & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,948 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2023 Filed Jan 3, 2023 18:09 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 2,170 | $37.72 | $81,852.40 |
DisclosureSEC source: 0001045450-23-000005 · primary_doc.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP-Human Resources & Admin. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,229 F1 · kind: 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 |
| February 17, 2022 Filed Feb 22, 2022 17:34 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000030 · primary_doc.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP - HR & Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,399 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, 2023. 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, 2023. 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, 2023. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 17:34 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 3,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000030 · primary_doc.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP - HR & Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,274 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, 2023. 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, 2023. 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, 2023. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:34 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000002 · primary_doc.xml · nonDerivative · entry 4 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,732 F3 · kind: These common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1,2023 F3 · shares: These common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1,2023 F3 · price: These common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1,2023 Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:34 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000002 · primary_doc.xml · nonDerivative · entry 3 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: Not disclosed Ownership: Indirect · Elizabeth Grace, as Trustee of the Elizabeth Grace Revocable Trust under Trust Agreement dated Octob Disclosed balance after: 3,640 F2 · kind: the transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:34 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000002 · primary_doc.xml · nonDerivative · entry 2 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,308 F2 · kind: the transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 23:34 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 1,234 | $47.49 | $58,602.66 |
DisclosureSEC source: 0001045450-22-000002 · primary_doc.xml · nonDerivative · entry 1 Grace Elizabeth · CIK 0001900482 · SVP - Human Resources & Admin 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,578 F1 · kind: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.