Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP - Asset Management | July 17, 2026 | July 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 July 17, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectMark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 | 12,213 |
Reported balance
After 2026-07-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-17 · Sale · Disposed 1,000 · Balance 12,213 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 March 24, 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 March 24, 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 |
|---|---|---|---|---|---|---|
| July 17, 2026 Filed Jul 20, 2026 18:08 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 1,000 | $62.50 | $62,500.00 |
DisclosureSEC source: 0001045450-26-000035 · wk-form4_1784570877.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: Plan reported Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 12,213 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 March 24, 2026. Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 20:49 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 1,000 | $60.00 | $60,000.00 |
DisclosureSEC source: 0001965128-26-000005 · wk-form4_1783543740.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: Plan reported Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 13,213 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 March 24, 2026. Read SEC document |
| June 23, 2026 Filed Jun 24, 2026 14:05 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 2,000 | $58.11 | $116,220.00 |
DisclosureSEC source: 0001965128-26-000003 · wk-form4_1782309929.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: Plan reported Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 14,213 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 March 24, 2026. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 5 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,896 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 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 4 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,334 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 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 7,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 3 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 16,213 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 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 7,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,261 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 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 3,652 | $49.90 | $182,234.80 |
DisclosureSEC source: 0001965128-26-000001 · wk-form4_1767734225.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,258 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 03, 2025 Filed Mar 3, 2025 23:08 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 3,900 | $54.02 | $210,679.56 |
DisclosureSEC source: 0001045450-25-000054 · wk-form4_1741043333.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 8,216 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:13 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000045 · wk-form4_1740525184.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,910 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 23:13 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 6,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000045 · wk-form4_1740525184.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,180 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 13, 2025 Filed Jan 14, 2025 16:13 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 14,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000020 · wk-form4_1736871201.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,810 F1 · balance_after: Adjusted to reflect transactions that were previously reported on the Form 5 filed by the Reporting Person on Janurary 10, 2025. Read SEC document |
| January 13, 2025 Filed Jan 14, 2025 16:13 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 14,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000020 · wk-form4_1736871201.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 12,116 F1 · balance_after: Adjusted to reflect transactions that were previously reported on the Form 5 filed by the Reporting Person on Janurary 10, 2025. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:37 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 6,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000009 · wk-form4_1735918626.xml · nonDerivative · entry 3 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 12,116 F3 · 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 | 6,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000009 · wk-form4_1735918626.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,810 F3 · 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 | 3,036 | $44.28 | $134,434.08 |
DisclosureSEC source: 0001045450-25-000009 · wk-form4_1735918626.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,146 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. F2 · balance_after: Excludes 6,372 shares previously owned directly which were contributed to a trust on February 23, 2024. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 18:07 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 592 | $43.82 | $25,941.08 |
DisclosureSEC source: 0001045450-24-000061 · wk-form4_1722967616.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 5,780 Read SEC document |
| March 04, 2024 Filed Jan 10, 2025 21:21 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 24,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000018 · wk-form5_1736544055.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Indirect · Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 Disclosed balance after: 29,962 Read SEC document |
| March 04, 2024 Filed Jan 10, 2025 21:21 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 24,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000018 · wk-form5_1736544055.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 20:54 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000016 · primary_doc.xml · nonDerivative · entry 2 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,554 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 20:54 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000016 · primary_doc.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,412 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 22:47 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 2,180 | $48.45 | $105,621.00 |
DisclosureSEC source: 0001045450-24-000006 · primary_doc.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,741 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 21, 2023 Filed Feb 22, 2023 16:25 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 6,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000017 · primary_doc.xml · nonDerivative · entry 1 Johnson Gwendolyn Mary · CIK 0001965128 · SVP - Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,921 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, 2024. 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, 2024. 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, 2024. 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.