Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP, General Counsel | June 23, 2026 | June 24, 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 June 23, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 46,189 |
Reported balance
After 2026-06-23 transaction · row 1
1 source rowRow 1 · 2026-06-23 · Sale · Disposed 6,400 · Balance 46,189 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. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.09 to $58.52, 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 March 24, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.09 to $58.52, 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 23, 2026 Filed Jun 24, 2026 14:05 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 6,400 | $58.20 | $372,480.00 |
DisclosureSEC source: 0001965188-26-000005 · wk-form4_1782309923.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,189 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.09 to $58.52, 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. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 14,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001965188-26-000003 · wk-form4_1772053029.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,589 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, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001965188-26-000001 · wk-form4_1767734188.xml · nonDerivative · entry 2 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,367 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, 2027. 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, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 5,548 | $49.90 | $276,845.20 |
DisclosureSEC source: 0001965188-26-000001 · wk-form4_1767734188.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,359 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 | 3,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000044 · wk-form4_1740525165.xml · nonDerivative · entry 2 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,907 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 | 8,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000044 · wk-form4_1740525165.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,034 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 | Tax withholdingCommon Shares of Beneficial Interest | 2,869 | $44.28 | $127,039.32 |
DisclosureSEC source: 0001045450-25-000012 · wk-form4_1735918659.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,258 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 |
| February 26, 2024 Filed Feb 28, 2024 21:02 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000017 · primary_doc.xml · nonDerivative · entry 2 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,127 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 21:02 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000017 · primary_doc.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP & Assoc. General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,286 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 22:43 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 2,003 | $48.45 | $97,045.35 |
DisclosureSEC source: 0001045450-24-000005 · primary_doc.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP& Associate General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,805 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 16:30 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 6,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000018 · primary_doc.xml · nonDerivative · entry 1 Turvey Paul Robert · CIK 0001965188 · SVP& Associate General Cousnel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,808 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.