Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | SVP - Corporate Communications | March 16, 2026 | March 16, 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 March 16, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 13,704 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Sale · Disposed 5,000 · Balance 13,704 |
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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 16, 2026 21:11 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 5,000 | $56.44 | $282,200.00 |
DisclosureSEC source: 0002008647-26-000003 · wk-form4_1773695515.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,704 Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 4,835 | $0.00 | $0.00 |
DisclosureSEC source: 0002008647-26-000001 · wk-form4_1767734208.xml · nonDerivative · entry 2 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,704 F2 · kind: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027. F2 · price: The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,430 | $49.90 | $71,357.00 |
DisclosureSEC source: 0002008647-26-000001 · wk-form4_1767734208.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,869 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 17, 2025 Filed Mar 18, 2025 16:56 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 2,500 | $51.99 | $129,975.00 |
DisclosureSEC source: 0001045450-25-000061 · wk-form4_1742316977.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,299 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 23:12 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000043 · wk-form4_1740525144.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,799 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, 2026. F2 · balance_after: Includes shares acquired since the last report pursuant to the Company's dividend reinvestment plan. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 15:38 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,452 | $44.28 | $64,294.56 |
DisclosureSEC source: 0001045450-25-000015 · wk-form4_1735918689.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,766 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. F2 · balance_after: The amount of securities beneficially owned has been updated to reflect 102 shares held continuously by the reporting person since filing his Form 3 on February 28, 2024, but not previously reported due to an administrative oversight. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 21:16 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 5,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000020 · primary_doc.xml · nonDerivative · entry 1 Moriarty Brian Andrew · CIK 0002008647 · SVP - Corporate Communications 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,116 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, 2025. 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, 2025. 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, 2025. 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.