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 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 2 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,650 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 |
| January 01, 2017 Filed Jan 3, 2017 21:01 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 16,081 | $71.77 | $1,154,133.37 |
DisclosureSEC source: 0001045450-17-000007 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,247 Read SEC document |
| December 21, 2016 Filed Dec 21, 2016 22:04 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 1,896 | $0.00 Strike: $47.20 | $0.00 |
DisclosureSEC source: 0001045450-16-000178 · primary_doc.xml · derivative · entry 6 Peterson Mark Alan · CIK 0001251221 · EVO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,256 Underlying: Common Shares of Beneficial Interest · 1,896 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. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 22:04 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-16-000178 · primary_doc.xml · nonDerivative · entry 5 Peterson Mark Alan · CIK 0001251221 · EVO and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dates 3/1/06 Disclosed balance after: 29,826 F3 · kind: These shares were transferred from direct ownership to indirect ownership. F3 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 22:04 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-16-000178 · primary_doc.xml · nonDerivative · entry 4 Peterson Mark Alan · CIK 0001251221 · EVO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,328 F3 · kind: These shares were transferred from direct ownership to indirect ownership. F3 · shares: These shares were transferred from direct ownership to indirect ownership. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 22:04 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,253 | $71.40 | $89,464.20 |
DisclosureSEC source: 0001045450-16-000178 · primary_doc.xml · nonDerivative · entry 3 Peterson Mark Alan · CIK 0001251221 · EVO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,971 F2 · kind: These shares were assigned to the Company in payment of exercise prices and associated taxes. F2 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 22:04 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,986 | $47.20 | $93,739.20 |
DisclosureSEC source: 0001045450-16-000178 · primary_doc.xml · nonDerivative · entry 2 Peterson Mark Alan · CIK 0001251221 · EVO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,224 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 |
| December 16, 2016 Filed Dec 21, 2016 22:04 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 36 | $71.61 | $2,577.96 |
DisclosureSEC source: 0001045450-16-000178 · primary_doc.xml · nonDerivative · entry 1 Peterson Mark Alan · CIK 0001251221 · EVO and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dates 3/1/06 Disclosed balance after: 29,183 F1 · kind: Shares were gifted to a charitable organization. F1 · shares: Shares were gifted to a charitable organization. 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.