Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | EVP & Chief Financial Officer | June 10, 2026 | June 11, 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 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectJill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust | 207,750 |
Reported balance
After 2026-06-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-10 · Sale · Disposed 8,334 · Balance 207,750 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 23, 2025. |
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 23, 2025.
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 10, 2026 Filed Jun 11, 2026 13:51 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 8,334 | $60.00 | $500,040.00 |
DisclosureSEC source: 0001251221-26-000009 · wk-form4_1781185883.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 207,750 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 December 23, 2025. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:24 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 8,696 | $57.50 | $500,020.00 |
DisclosureSEC source: 0001251221-26-000007 · wk-form4_1778531086.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 216,084 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 December 23, 2025. Read SEC document |
| April 14, 2026 Filed Apr 16, 2026 19:17 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 9,091 | $55.00 | $500,005.00 |
DisclosureSEC source: 0001251221-26-000005 · wk-form4_1776367020.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 224,780 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 December 23, 2025. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 25,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 233,871 F4 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 25,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,134 F4 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 20,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,230 F3 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 45,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,056 F2 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 30,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000003 · wk-form4_1772053047.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,134 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 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,741 F3 · 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. F3 · 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 | GiftCommon Shares of Beneficial Interest | 20,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 208,775 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 | 20,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,051 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 | 16,965 | $49.90 | $846,553.50 |
DisclosureSEC source: 0001251221-26-000001 · wk-form4_1767734237.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,119 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 |
| December 15, 2025 Filed Dec 16, 2025 21:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 2,081 | $50.15 | $104,362.15 |
DisclosureSEC source: 0001045450-25-000138 · wk-form4_1765922139.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 188,707 Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 21:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 3,000 | $49.91 | $149,730.00 |
DisclosureSEC source: 0001045450-25-000138 · wk-form4_1765922139.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 190,788 Read SEC document |
| March 18, 2025 Filed Mar 18, 2025 21:45 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 13,700 | $51.77 | $709,288.73 |
DisclosureSEC source: 0001045450-25-000063 · wk-form4_1742334305.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 193,788 Read SEC document |
| February 25, 2025 Filed Feb 25, 2025 23:11 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 23,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 6 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 207,488 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 25, 2025 Filed Feb 25, 2025 23:11 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 23,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,084 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 19,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,885 F4 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 43,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,635 F3 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2022 Performance Share Plan. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:11 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 9,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,084 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 23:11 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 23,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000040 · wk-form4_1740525071.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,987 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 | 20,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000011 · wk-form4_1735918649.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 183,687 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 | 20,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000011 · wk-form4_1735918649.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,256 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 | 17,113 | $44.28 | $757,763.64 |
DisclosureSEC source: 0001045450-25-000011 · wk-form4_1735918649.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,479 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 27, 2024 Filed Feb 28, 2024 21:43 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 28,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 6 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 163,464 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:43 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 28,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,592 F5 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:43 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 23,651 | $42.87 | $1,013,918.37 |
DisclosureSEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,325 F4 · 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 issuance of unrestricted equity awards. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:43 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 52,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,976 F3 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan. F3 · shares: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan. F3 · price: The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:43 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 9,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,592 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 21:43 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 27,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000022 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,088 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 3, 2024 19:38 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 19,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000008 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06 Disclosed balance after: 134,731 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 19:38 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 19,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000008 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,438 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 19:38 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 16,065 | $48.45 | $778,349.25 |
DisclosureSEC source: 0001045450-24-000008 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,558 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 |
| December 18, 2023 Filed Dec 18, 2023 21:24 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000075 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06 Disclosed balance after: 115,611 F1 · kind: Shares were gifted to five charitable organizations. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 16:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 9,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000021 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,623 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. 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 16:55 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 31,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000021 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,857 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. 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 17:58 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 17,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000004 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust Disclosed balance after: 115,817 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 17:58 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 17,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000004 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,888 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 17:58 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 14,570 | $37.72 | $549,580.40 |
DisclosureSEC source: 0001045450-23-000004 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,005 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 |
| March 29, 2022 Filed Mar 30, 2022 21:01 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 4,543 | $55.02 | $249,955.86 |
DisclosureSEC source: 0001045450-22-000044 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dated 3/1/06 Disclosed balance after: 98,700 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. Read SEC document |
| March 11, 2022 Filed Mar 11, 2022 20:56 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 4,709 | $53.08 | $249,950.42 |
DisclosureSEC source: 0001045450-22-000041 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dated 3/1/06 Disclosed balance after: 103,243 F1 · kind: The transactions in this Form 4 were effected pursuant to a Rule 10bg-1 trading plan adopted by the reporting person. F1 · shares: The transactions in this Form 4 were effected pursuant to a Rule 10bg-1 trading plan adopted by the reporting person. Read SEC document |
| March 10, 2022 Filed Mar 11, 2022 20:56 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 9,623 | $51.96 | $499,972.59 |
DisclosureSEC source: 0001045450-22-000041 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dated 3/1/06 Disclosed balance after: 107,952 F1 · kind: The transactions in this Form 4 were effected pursuant to a Rule 10bg-1 trading plan adopted by the reporting person. F1 · shares: The transactions in this Form 4 were effected pursuant to a Rule 10bg-1 trading plan adopted by the reporting person. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 21:08 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000020 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,575 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 18, 2022 21:08 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 24,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000020 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,946 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. 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 |
| January 04, 2022 Filed Jan 5, 2022 14:34 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 18,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000008 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06 Disclosed balance after: 117,575 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 14:34 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 18,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000008 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,350 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 14:34 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 15,864 | $47.49 | $753,381.36 |
DisclosureSEC source: 0001045450-22-000008 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,899 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 22, 2021 Filed Feb 24, 2021 19:44 UTC | EPR PROPERTIES epr · Entity 3975 | GrantCommon Shares of Beneficial Interest | 9,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000014 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,763 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, 2022. 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, 2022. 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, 2022. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 19:44 UTC | EPR PROPERTIES epr · Entity 3975 | GrantCommon Shares of Beneficial Interest | 21,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000014 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,601 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, 2022. 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, 2022. 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, 2022. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:13 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 18,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000003 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 3/1/06 Disclosed balance after: 99,026 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. 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.