Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brixmor Property Group Inc.BRX · Entity 3583 | Director | April 22, 2026 | April 24, 2026 |
| EPR PROPERTIESEPR · Entity 3975 | Director | June 01, 2026 | June 02, 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.
Brixmor Property Group Inc.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,362 |
Reported balance
After 2026-04-22 transaction · row 1
1 source rowRow 1 · 2026-04-22 · Grant · Acquired 3,976 · Balance 16,362 F1: Represents an award of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock.
EPR PROPERTIES
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 1,510 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Exercise / conversion · Acquired 1,510 · Balance 1,510 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. |
| Restricted Share UnitsSEC Table II · derivative / convertible security · Expires 2026-06-01 | Direct | 3,020 |
Reported balance
After 2026-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-01 · Exercise / conversion · Disposed 1,510 · Balance 3,020 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 5,378 |
Reported balance
After 2026-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-01 · Grant · Acquired 2,358 · Balance 5,378 F2: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F3: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 7,343 |
Reported balance
After 2026-06-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-01 · Grant · Acquired 1,965 · Balance 7,343 F4: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest. F3: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectThe Suarez Family Trust Dated February 13, 2015 | 1,564 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,564 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
F2: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
F3: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant.
F4: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.
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 01, 2026 Filed Jun 2, 2026 15:04 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001987316-26-000004 · wk-form4_1780412655.xml · derivative · entry 5 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,343 Underlying: Common Shares of Beneficial Interest · 1,965 shares Expires not disclosed F4 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 15:04 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001987316-26-000004 · wk-form4_1780412655.xml · derivative · entry 4 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,378 Underlying: Common Shares of Beneficial Interest · 2,358 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 15:04 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001987316-26-000004 · wk-form4_1780412655.xml · derivative · entry 3 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,020 Underlying: Common Shares of Beneficial Interest · 1,510 shares Expires 2026-06-01 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. F1 · derivative.exercise_price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 15:04 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001987316-26-000004 · wk-form4_1780412655.xml · nonDerivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,510 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. F1 · price: Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 20:36 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantCommon Stock | 3,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-26-000576 · form4.xml · nonDerivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,362 F1 · shares: Represents an award of restricted stock. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 14:47 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · derivative · entry 4 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,530 Underlying: Common Shares of Beneficial Interest · 1,564 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 14:47 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · nonDerivative · entry 3 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The Suarez Family Trust Dated February 13, 2015 Disclosed balance after: 1,564 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 14:47 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 1,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · nonDerivative · entry 2 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 14:47 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001987316-26-000002 · wk-form4_1769611646.xml · nonDerivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 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. F1 · price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 14:18 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000100 · wk-form4_1749046683.xml · derivative · entry 2 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,094 Underlying: Common Shares of Beneficial Interest · 2,024 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Company's Common Shares of Beneficial Interest. F4 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. F4 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 14:18 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000100 · wk-form4_1749046683.xml · derivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,070 Underlying: Common Shares of Beneficial Interest · 2,506 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Read SEC document |
| April 23, 2025 Filed Apr 25, 2025 20:13 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantCommon Stock | 4,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-008009 · form4.xml · nonDerivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,386 F1 · shares: Represents an award of restricted stock. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 23:08 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000028 · wk-form4_1738019331.xml · derivative · entry 2 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,564 Underlying: Common Shares of Beneficial Interest · 865 shares Expires not disclosed F3 · derivative.exercise_price: Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 23:08 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000028 · wk-form4_1738019331.xml · derivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699 Underlying: Common Shares of Beneficial Interest · 699 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Company's Common Shares of Beneficial Interest. F2 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. F2 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 20:28 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantCommon Stock | 5,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-008867 · form4.xml · nonDerivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,728 F1 · shares: Represents an award of restricted stock. Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 20:32 UTC | Brixmor Property Group Inc. BRX · Entity 3583 | GrantCommon Stock | 2,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-015689 · form4.xml · nonDerivative · entry 1 Suarez John Peter · CIK 0001987316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,216 F1 · shares: Represents an award of restricted stock. 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.