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 |
|---|---|---|---|---|---|---|
| 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 2 Peterson Mark Alan · CIK 0001251221 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,805 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:13 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 16,388 | $32.50 | $532,610.00 |
DisclosureSEC source: 0001045450-21-000003 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,764 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligation in connection with the vesting of equity awards. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 14:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000010 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,151 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, 2021. 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, 2021. 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, 2021. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 14:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 17,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000010 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,448 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, 2021. 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, 2021. 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, 2021. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:40 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 20,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000003 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP and Chief Financial Office 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: 80,067 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:40 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 20,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000003 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP and Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,580 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:40 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 17,815 | $70.64 | $1,258,451.60 |
DisclosureSEC source: 0001045450-20-000003 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP and Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,497 F1 · kind: The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. Read SEC document |
| March 25, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | GiftCommon Shares of Beneficial Interest | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · nonDerivative · entry 6 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dated 3/1/06 Disclosed balance after: 59,150 F3 · kind: Shares were donated to a charitable organization. F3 · shares: Shares were donated to a charitable organization. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 2,354 | $0.00 Strike: $47.21 | $0.00 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · derivative · entry 8 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,295 Underlying: Common Shares of Beneficial Interest · 2,354 shares Expires 2023-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 2,095 | $0.00 Strike: $47.21 | $0.00 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · derivative · entry 7 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,649 Underlying: Common Shares of Beneficial Interest · 2,095 shares Expires 2023-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | OtherCommon Shares of Beneficial Interest | 1,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · nonDerivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dated 3/1/06 Disclosed balance after: 59,285 F2 · kind: These shares were transferred from direct ownership to indirect ownership F2 · shares: These shares were transferred from direct ownership to indirect ownership Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | OtherCommon Shares of Beneficial Interest | 1,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,312 F2 · kind: These shares were transferred from direct ownership to indirect ownership F2 · shares: These shares were transferred from direct ownership to indirect ownership Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 3,126 | $76.02 | $237,638.52 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,635 F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 2,354 | $47.21 | $111,132.34 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,761 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 22:44 UTC | EPR PROPERTIES jkw$fwr3 · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 2,095 | $47.21 | $98,904.95 |
DisclosureSEC source: 0001045450-19-000034 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Finance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,407 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 18:04 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 14,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000019 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,312 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, 2020. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 18:04 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 17,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000019 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,742 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, 2020. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 18:27 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 3,000 | $75.04 | $225,120.00 |
DisclosureSEC source: 0001045450-19-000013 · 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: 57,962 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 |
| January 29, 2019 Filed Jan 30, 2019 21:32 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 3,575 | $72.02 | $257,471.50 |
DisclosureSEC source: 0001045450-19-000011 · 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: 60,962 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 |
| January 01, 2019 Filed Jan 3, 2019 21:30 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 22,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000005 · primary_doc.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 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: 64,537 F3 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:30 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 22,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000005 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,720 F3 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:30 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 19,044 | $64.03 | $1,219,387.32 |
DisclosureSEC source: 0001045450-19-000005 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,083 F2 · 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 17, 2018 Filed Jan 3, 2019 21:30 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-19-000005 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 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: 42,174 F1 · kind: Shares were gifted to a charitable organization. Read SEC document |
| November 20, 2018 Filed Nov 20, 2018 22:48 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 3,575 | $71.00 | $253,825.00 |
DisclosureSEC source: 0001045450-18-000066 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 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: 42,296 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. F1 · shares: 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 |
| November 05, 2018 Filed Nov 5, 2018 23:15 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,250 | $69.75 | $505,687.50 |
DisclosureSEC source: 0001045450-18-000063 · primary_doc.xml · nonDerivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 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: 45,871 Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 4,926 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001045450-18-000063 · primary_doc.xml · derivative · entry 6 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,744 Underlying: Common Shares of Beneficial Interest · 4,926 shares Expires 2021-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000063 · primary_doc.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 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: 53,121 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000063 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,127 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 4,025 | $69.30 | $278,932.50 |
DisclosureSEC source: 0001045450-18-000063 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,028 F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes. F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:15 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 4,926 | $45.73 | $225,265.98 |
DisclosureSEC source: 0001045450-18-000063 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,053 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 18, 2018 Filed Sep 19, 2018 15:04 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 293 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000056 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 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: 52,220 F1 · kind: Shares were gifted to charitable organizations. F1 · shares: Shares were gifted to charitable organizations. Read SEC document |
| September 18, 2018 Filed Sep 19, 2018 15:04 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000056 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 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: 52,513 F1 · kind: Shares were gifted to charitable organizations. F1 · shares: Shares were gifted to charitable organizations. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 00:00 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 29,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000013 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,127 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, 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 27, 2018 00:00 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 11,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000013 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,494 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 17:08 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 18,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000002 · 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: 52,550 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:08 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 18,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-18-000002 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,337 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:08 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 18,132 | $65.46 | $1,186,920.72 |
DisclosureSEC source: 0001045450-18-000002 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,055 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 |
| November 20, 2017 Filed Nov 21, 2017 16:26 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000079 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,187 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 |
| September 21, 2017 Filed Sep 21, 2017 22:10 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000064 · primary_doc.xml · nonDerivative · entry 2 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: 33,832 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 |
| September 20, 2017 Filed Sep 21, 2017 22:10 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000064 · primary_doc.xml · nonDerivative · entry 1 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: 34,072 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 |
| April 06, 2017 Filed Apr 7, 2017 20:59 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000039 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,167 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 16:47 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 25,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000014 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,554 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, 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 16:47 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 15,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000014 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,079 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 17, 2017 Filed Jan 19, 2017 19:34 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 13,645 | $74.61 | $1,018,053.45 |
DisclosureSEC source: 0001045450-17-000011 · primary_doc.xml · nonDerivative · entry 1 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: 34,108 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. This transaction completes the existing trading period. F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. This transaction completes the existing trading period. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:19 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest · Derivative | 7,586 | $0.00 Strike: $47.20 | $0.00 |
DisclosureSEC source: 0001045450-17-000008 · primary_doc.xml · derivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,670 Underlying: Common Shares of Beneficial Interest · 7,586 shares Expires 2018-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The transaction reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F3 · shares: The transaction reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:19 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000008 · primary_doc.xml · nonDerivative · entry 4 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: 47,753 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:19 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000008 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,650 F2 · kind: These shares were transferred from direct ownership to indirect ownership. F2 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:19 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 6,256 | $71.88 | $449,681.28 |
DisclosureSEC source: 0001045450-17-000008 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,980 F1 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes. F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 19:19 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 7,586 | $71.88 | $545,281.68 |
DisclosureSEC source: 0001045450-17-000008 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 21:01 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 16,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000007 · 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: 46,423 F1 · kind: These shares were transferred from direct ownership to indirect ownership. F1 · shares: These shares were transferred from direct ownership to indirect ownership. 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.