Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | EVP & Chief Investment Officer | March 02, 2026 | March 03, 2026 |
| WASHINGTON PRIME GROUP INC.WPG · Entity 134278 | Exec VP, Development | February 20, 2019 | February 22, 2019 |
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 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Tax withholding · Disposed 16,451 · Balance 20,066 F1: 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. Row 2 · 2026-03-02 · Gift · Disposed 20,066 · Balance 0 F2: This transaction involved a transfer of securities by the reporting person to a trust. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectFourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 | 108,868 |
Reported balance
After 2026-03-02 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-03-02 · Gift · Acquired 20,066 · Balance 108,868 F2: This transaction involved a transfer of securities by the reporting person to a trust. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: This transaction involved a transfer of securities by the reporting person to a trust.
WASHINGTON PRIME GROUP INC.
Report date February 20, 2019 · Filed February 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 67,859 |
Ending reported balance
After 2019-02-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-02-20 · Exercise / conversion · Acquired 10,475 · Balance 51,074 F1: Issuer's common stock (the "Common Stock") acquired upon vesting of restricted stock units ("RSUs") awarded to the Reporting Person on February 20, 2018 (the "Grant Date"). Row 2 · 2019-02-21 · Exercise / conversion · Acquired 10,939 · Balance 62,013 F2: Common Stock acquired upon vesting of restricted stock units ("RSUs") awarded to the Reporting Person on February 21, 2017 (the "Second Grant Date"). Row 3 · 2019-02-21 · Exercise / conversion · Acquired 5,846 · Balance 67,859 F2: Common Stock acquired upon vesting of restricted stock units ("RSUs") awarded to the Reporting Person on February 21, 2017 (the "Second Grant Date"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,951 |
Reported balance
After 2019-02-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-20 · Exercise / conversion · Disposed 10,475 · Balance 20,951 F3: Each of the RSUs represents a contingent right to receive one share of Common Stock. F4: Listed RSUs were awarded on the Grant Date and represent a portion of the total award that vests on the annual anniversary of the Grant Date and is converted on a one-for-one basis to Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,938 |
Reported balance
After 2019-02-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-02-21 · Exercise / conversion · Disposed 10,939 · Balance 10,938 F3: Each of the RSUs represents a contingent right to receive one share of Common Stock. F5: Listed RSUs were awarded on the Second Grant Date and represent a portion of the total award that vests on the annual anniversary of the Second Grant Date and is converted on a one-for-one basis to Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,846 |
Reported balance
After 2019-02-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-02-21 · Exercise / conversion · Disposed 5,846 · Balance 5,846 F3: Each of the RSUs represents a contingent right to receive one share of Common Stock. F5: Listed RSUs were awarded on the Second Grant Date and represent a portion of the total award that vests on the annual anniversary of the Second Grant Date and is converted on a one-for-one basis to Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,223 |
Reported balance
After 2019-02-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-02-20 · Grant · Acquired 33,223 · Balance 33,223 F3: Each of the RSUs represents a contingent right to receive one share of Common Stock. F6: The awarded RSUs shall vest and become non-forfeitable in one-third installments on each of the first, second and third anniversaries of February 20, 2019, provided that the Reporting Person is in continued compliance with certain covenants in the Reporting Person's employment agreement and subject to certain provisions of such agreement relating to a change in control of the Issuer. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,223 |
Reported balance
After 2019-02-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-02-20 · Grant · Acquired 33,223 · Balance 33,223 F7: Each of the performance stock units ("PSUs") represents a contingent right to receive one share of Common Stock. F8: Unvested PSUs shall be earned based upon the satisfaction of certain relative total shareholder return criteria ("TSR Criteria") with the number of earned PSUs ranging from 0% to 150% of the allocated amount awarded based on the achievement of the Company in the TSR Criteria over a three-year performance period from February 20, 2019 to February 20, 2022 ("Vesting Date"), provided that the Reporting Person is in continued compliance with certain covenants in the Reporting Person's employment agreement and subject to certain provisions of such agreement relating to a change in control of the Issuer. Settlement of the PSUs shall occur as soon as practicable after the Vesting Date, but no later than March 15, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Issuer's common stock (the "Common Stock") acquired upon vesting of restricted stock units ("RSUs") awarded to the Reporting Person on February 20, 2018 (the "Grant Date").
F2: Common Stock acquired upon vesting of restricted stock units ("RSUs") awarded to the Reporting Person on February 21, 2017 (the "Second Grant Date").
F3: Each of the RSUs represents a contingent right to receive one share of Common Stock.
F4: Listed RSUs were awarded on the Grant Date and represent a portion of the total award that vests on the annual anniversary of the Grant Date and is converted on a one-for-one basis to Common Stock.
F5: Listed RSUs were awarded on the Second Grant Date and represent a portion of the total award that vests on the annual anniversary of the Second Grant Date and is converted on a one-for-one basis to Common Stock.
F6: The awarded RSUs shall vest and become non-forfeitable in one-third installments on each of the first, second and third anniversaries of February 20, 2019, provided that the Reporting Person is in continued compliance with certain covenants in the Reporting Person's employment agreement and subject to certain provisions of such agreement relating to a change in control of the Issuer.
F7: Each of the performance stock units ("PSUs") represents a contingent right to receive one share of Common Stock.
F8: Unvested PSUs shall be earned based upon the satisfaction of certain relative total shareholder return criteria ("TSR Criteria") with the number of earned PSUs ranging from 0% to 150% of the allocated amount awarded based on the achievement of the Company in the TSR Criteria over a three-year performance period from February 20, 2019 to February 20, 2022 ("Vesting Date"), provided that the Reporting Person is in continued compliance with certain covenants in the Reporting Person's employment agreement and subject to certain provisions of such agreement relating to a change in control of the Issuer. Settlement of the PSUs shall occur as soon as practicable after the Vesting Date, but no later than March 15, 2023.
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 02, 2026 Filed Mar 3, 2026 16:39 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 20,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-26-000009 · wk-form4_1772555979.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 108,868 F2 · kind: This transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 16:39 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 20,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-26-000009 · wk-form4_1772555979.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported 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 |
| March 02, 2026 Filed Mar 3, 2026 16:39 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 16,451 | $59.41 | $977,353.91 |
DisclosureSEC source: 0001045450-26-000009 · wk-form4_1772555979.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,066 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 23, 2026 Filed Feb 25, 2026 20:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 22,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 4 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 88,802 F3 · 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 | 22,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,517 F3 · 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 | 18,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,025 F2 · 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 | 40,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001722346-26-000005 · wk-form4_1772053052.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,477 F1 · kind: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan. Read SEC document |
| February 02, 2026 Filed Feb 2, 2026 22:52 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $53.89 | $404,192.25 |
DisclosureSEC source: 0001722346-26-000003 · wk-form4_1770072743.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 66,294 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 March 19, 2025. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 17,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 4 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 73,794 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 | 17,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,517 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 | 14,290 | $49.90 | $713,071.00 |
DisclosureSEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,560 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 |
| January 02, 2026 Filed Jan 6, 2026 21:17 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $50.07 | $375,537.75 |
DisclosureSEC source: 0001722346-26-000001 · wk-form4_1767734247.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 56,751 Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 00:41 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $52.25 | $391,863.75 |
DisclosureSEC source: 0001045450-25-000137 · wk-form4_1764636115.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 64,251 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 March 19, 2025. Read SEC document |
| November 26, 2025 Filed Nov 28, 2025 16:09 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 2,126 | $52.30 | $111,189.80 |
DisclosureSEC source: 0001045450-25-000136 · wk-form4_1764346189.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 71,751 Read SEC document |
| November 03, 2025 Filed Nov 4, 2025 16:08 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $49.21 | $369,095.25 |
DisclosureSEC source: 0001722346-25-000007 · wk-form4_1762272487.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 73,877 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 March 19, 2025. Read SEC document |
| October 01, 2025 Filed Oct 1, 2025 22:10 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $58.12 | $435,864.75 |
DisclosureSEC source: 0001722346-25-000005 · wk-form4_1759356641.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 81,377 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 March 19, 2025. Read SEC document |
| September 02, 2025 Filed Sep 2, 2025 21:45 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $53.35 | $400,106.25 |
DisclosureSEC source: 0001722346-25-000003 · wk-form4_1756849549.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 88,877 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 March 19, 2025. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:58 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $54.94 | $412,047.00 |
DisclosureSEC source: 0001045450-25-000122 · wk-form4_1754085518.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 96,377 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 March 19, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 16:09 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 7,500 | $58.37 | $437,784.00 |
DisclosureSEC source: 0001045450-25-000112 · wk-form4_1751472558.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Plan reported Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 103,877 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 March 19, 2025. Read SEC document |
| May 23, 2025 Filed May 27, 2025 16:00 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 194 | $52.76 | $10,235.44 |
DisclosureSEC source: 0001045450-25-000086 · wk-form4_1748361637.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 111,377 Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 16:49 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000057 · wk-form4_1741279770.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 111,571 Read SEC document |
| February 25, 2025 Filed Feb 25, 2025 23:10 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 21,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 6 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 112,521 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 23:10 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 21,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 5 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,850 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 23:10 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 4 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,195 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 23:10 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 38,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,695 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 23:10 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,850 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 23:10 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 22,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000037 · wk-form4_1740525022.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,739 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 15:38 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 16,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000014 · wk-form4_1735918679.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 91,176 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 15:38 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 16,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-25-000014 · wk-form4_1735918679.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,019 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 15:38 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 13,675 | $44.28 | $605,529.00 |
DisclosureSEC source: 0001045450-25-000014 · wk-form4_1735918679.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,294 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 22:06 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 26,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 6 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 74,901 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 22:06 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 26,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 5 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,969 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 22:06 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 22,167 | $42.87 | $950,299.29 |
DisclosureSEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 4 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,899 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 22:06 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 49,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,066 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 22:06 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,969 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 22:06 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 26,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000024 · primary_doc.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,495 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 2, 2024 22:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 14,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000007 · primary_doc.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP - CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Forth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2 2015 Disclosed balance after: 31,868 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2024 Filed Jan 2, 2024 22:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 14,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-24-000007 · primary_doc.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,868 F2 · kind: The transaction involved a transfer of securities by the reporting person to a trust. Read SEC document |
| January 02, 2024 Filed Jan 2, 2024 22:57 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 12,075 | $48.45 | $585,033.75 |
DisclosureSEC source: 0001045450-24-000007 · primary_doc.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP - CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,142 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 |
| February 20, 2023 Filed Feb 22, 2023 17:14 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000023 · primary_doc.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,217 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 17:14 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 19,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000023 · primary_doc.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,507 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 18:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 13,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000006 · primary_doc.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 33,697 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 18:17 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 13,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-23-000006 · primary_doc.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,601 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 18:17 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 11,656 | $37.72 | $439,664.32 |
DisclosureSEC source: 0001045450-23-000006 · primary_doc.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,199 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 17, 2022 Filed Feb 18, 2022 21:24 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 7,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000023 · primary_doc.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,855 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 21:24 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantCommon Shares of Beneficial Interest | 18,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000023 · primary_doc.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,158 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. 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, 2023. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 14:26 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 11,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000007 · primary_doc.xml · nonDerivative · entry 3 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 Disclosed balance after: 20,099 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 14:26 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 11,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000007 · primary_doc.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,940 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 14:26 UTC | EPR PROPERTIES EPR · Entity 3975 | OtherCommon Shares of Beneficial Interest | 5,444 | $47.49 | $258,535.56 |
DisclosureSEC source: 0001045450-22-000007 · primary_doc.xml · nonDerivative · entry 1 Zimmerman Gregory E · CIK 0001722346 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,755 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 19:22 UTC | EPR PROPERTIES epr · Entity 3975 | GrantCommon Shares of Beneficial Interest | 8,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000012 · primary_doc.xml · nonDerivative · entry 2 Zimmerman Gregory E · CIK 0001722346 · EVP & Ghief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,199 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.