Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EPR PROPERTIESEPR · Entity 3975 | Director · President & CEO | February 23, 2026 | February 25, 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 February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 977,345 |
Ending reported balance
After 2026-02-23 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-23 · Grant · Acquired 75,975 · Balance 904,602 F1: 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, 2027. Row 2 · 2026-02-23 · Grant · Acquired 133,107 · Balance 1,037,709 F2: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan. Row 3 · 2026-02-23 · Tax withholding · Disposed 60,364 · Balance 977,345 F3: 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. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectBronda A. Silvers TTEE, Gregory K. Silvers, TTEE, U/A dtd 3/10/2007 Bronda A. Silvers Rev. Trust | 61,554 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 61,554 |
Filing footnotes · ownership attribution and instrument terms
F1: 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, 2027.
F2: The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan.
F3: 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.
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 19:23 UTC | EPR PROPERTIES EPR · Entity 3975 | GiftCommon Shares of Beneficial Interest | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000002 · primary_doc.xml · nonDerivative · entry 2 Silvers Gregory K · CIK 0001248410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,191 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 19:23 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 26,255 | $71.77 | $1,884,321.35 |
DisclosureSEC source: 0001045450-17-000002 · primary_doc.xml · nonDerivative · entry 1 Silvers Gregory K · CIK 0001248410 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,191 Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 15,302 | $0.00 Strike: $51.64 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 21 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,779 Underlying: Common Shares of Beneficial Interest · 15,302 shares Expires 2024-01-01 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 14,675 | $0.00 Strike: $47.21 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 20 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,081 Underlying: Common Shares of Beneficial Interest · 14,675 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 |
| November 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 10,658 | $0.00 Strike: $45.20 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 19 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,756 Underlying: Common Shares of Beneficial Interest · 10,658 shares Expires 2022-01-01 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 5,994 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 18 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,414 Underlying: Common Shares of Beneficial Interest · 5,994 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 20,973 | $0.00 Strike: $47.20 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 17 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,408 Underlying: Common Shares of Beneficial Interest · 20,973 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 |
| November 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 20,180 | $0.00 Strike: $65.50 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 16 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,381 Underlying: Common Shares of Beneficial Interest · 20,180 shares Expires 2017-01-01 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest · Derivative | 2,212 | $0.00 Strike: $45.20 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 15 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,561 Underlying: Common Shares of Beneficial Interest · 2,212 shares Expires 2022-01-01 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 3,416 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 14 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,773 Underlying: Common Shares of Beneficial Interest · 3,416 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 2,119 | $0.00 Strike: $47.20 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 13 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,189 Underlying: Common Shares of Beneficial Interest · 2,119 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 |
| November 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 1,640 | $0.00 Strike: $65.50 | $0.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · derivative · entry 12 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,308 Underlying: Common Shares of Beneficial Interest · 1,640 shares Expires 2017-01-01 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 83,123 | $69.40 | $5,768,736.20 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 11 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,376 F1 · kind: These shares were assigned to the Company in the payment of exercise prices and associated taxes. F1 · shares: These shares were assigned to the Company in the payment of exercise prices and associated taxes. F1 · price: These shares were assigned to the Company in the payment of exercise prices and associated taxes. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 15,302 | $51.64 | $790,195.28 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 10 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,499 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 14,675 | $47.21 | $692,806.75 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 9 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,197 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 10,658 | $45.20 | $481,741.60 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 8 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,522 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 5,994 | $45.73 | $274,105.62 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 7 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,864 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 20,973 | $47.20 | $989,925.60 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 6 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,870 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 20,180 | $65.50 | $1,321,790.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 5 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,897 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 2,212 | $45.20 | $99,982.40 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 4 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,717 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 3,416 | $45.73 | $156,213.68 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 3 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,505 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 2,119 | $47.20 | $100,016.80 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 2 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,089 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 28, 2016 Filed Nov 30, 2016 18:56 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,640 | $65.50 | $107,420.00 |
DisclosureSEC source: 0001045450-16-000168 · primary_doc.xml · nonDerivative · entry 1 Silvers Gregory K · CIK 0001248410 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,970 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.