Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP & Chief Accounting Officer | August 03, 2026 | August 04, 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 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 49,167 |
Ending reported balance
After 2026-08-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-03 · Sale · Disposed 3,600 · Balance 52,259 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 December 11, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.152 to $62.28, inclusive. The reporting person undertakes to provide to EPR Properties, any security holder of EPR Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Row 2 · 2026-08-03 · Sale · Disposed 3,092 · Balance 49,167 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 December 11, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.152 to $62.28, inclusive. The reporting person undertakes to provide to EPR Properties, any security holder of EPR Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. |
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 December 11, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.152 to $62.28, inclusive. The reporting person undertakes to provide to EPR Properties, any security holder of EPR Properties, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range.
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 |
|---|---|---|---|---|---|---|
| June 08, 2018 Filed Jun 11, 2018 19:00 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares | 2,500 | $62.65 | $156,625.00 |
DisclosureSEC source: 0001045450-18-000043 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,456 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 23:49 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000011 · primary_doc.xml · nonDerivative · entry 2 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,956 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 23:49 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 3,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000011 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,305 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 17:20 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 3,770 | $65.46 | $246,784.20 |
DisclosureSEC source: 0001045450-18-000004 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,759 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 04, 2017 Filed Dec 6, 2017 13:46 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000080 · primary_doc.xml · nonDerivative · entry 3 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,529 F1 · kind: Shares were gifted to a charitable organization. F1 · shares: Shares were gifted to a charitable organization. F1 · price: Shares were gifted to a charitable organization. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 13:46 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 100 | $68.10 | $6,810.00 |
DisclosureSEC source: 0001045450-17-000080 · primary_doc.xml · nonDerivative · entry 2 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,829 Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 13:46 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 2,000 | $68.09 | $136,180.00 |
DisclosureSEC source: 0001045450-17-000080 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,929 Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 16:13 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000076 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,929 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 20:54 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 1,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000037 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,909 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. 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 16:58 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000017 · primary_doc.xml · nonDerivative · entry 2 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,884 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 16:58 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000017 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,567 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 18:52 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 2,732 | $71.77 | $196,075.64 |
DisclosureSEC source: 0001045450-17-000001 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,210 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 20:40 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 1,472 | $71.10 | $104,659.20 |
DisclosureSEC source: 0001045450-16-000177 · primary_doc.xml · nonDerivative · entry 1 Mater Tonya L. · CIK 0001652937 · VP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,942 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.