Welcome to our dedicated page for EPR Properties SEC filings (Ticker: EPR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
EPR Properties files quarterly and annual reports that reveal how its experiential real estate portfolio performs across entertainment, recreation, and education segments. Tracking these SEC filings helps investors understand tenant health, property occupancy, and funds from operations metrics that drive REIT valuations.
The company's 10-K annual reports break down each segment's contribution to total revenue. Entertainment properties including movie theaters and gaming venues report separately from recreation assets like ski resorts and water parks. Education segment disclosures cover charter school and early childhood center investments. This segmentation helps investors assess which property types generate the strongest returns.
Quarterly 10-Q filings update portfolio statistics including occupancy rates, lease expirations, and tenant creditworthiness. For a REIT structured around triple-net leases, tenant performance directly impacts rental income. These reports also detail acquisition activity and disposition plans that reshape the portfolio.
8-K material event filings announce significant developments between quarterly reports. Expect 8-Ks covering large property transactions, debt offerings, dividend declarations, and changes to senior management. EPR's sale-leaseback transactions typically trigger 8-K disclosures explaining deal terms and tenant relationships.
Form 4 insider filings reveal when EPR executives and directors buy or sell company stock. These transactions provide signals about management confidence. Our platform tracks these filings with AI-powered analysis explaining transaction context and patterns.
Proxy statements (DEF 14A) detail executive compensation structures tied to FFO performance and portfolio growth metrics. These documents help shareholders understand how management incentives align with investor interests before annual meetings.
EPR Properties executive Gregory E. Zimmerman, EVP & Chief Investment Officer, reported several share transactions in EPR Properties common shares of beneficial interest on Form 4. On 01/02/2026, a revocable trust for his benefit sold 7,500 shares at $50.0717 per share, leaving the trust with 56,751 shares after that sale. On the same date, 14,290 shares were assigned to the company at $49.90 per share to cover tax withholding tied to vesting of equity awards, leaving him with 53,560 shares held directly. Zimmerman also transferred 17,043 shares at $0 from direct ownership to the revocable trust, resulting in 36,517 shares held directly and 73,794 shares held indirectly through the trust after the reported transactions.
EPR Properties executive Mark A. Peterson, EVP & Chief Financial Officer, reported several equity transactions in company shares dated
On the same date, he transferred 20,068 common shares from his direct holdings to a trust, and the same number of shares were recorded as indirectly owned through the “Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust,” bringing that trust’s indirect holdings to 208,775 shares. He was also granted 8,690 common shares as long‑term incentive compensation at no cash cost, increasing his direct holdings to 47,741 shares. These incentive shares are scheduled to vest in four equal annual installments beginning on
EPR Properties officer Tonya L. Mater, SVP & Chief Accounting Officer, reported insider share transactions dated 01/02/2026. She transferred 4,005 Common Shares of Beneficial Interest to the company at $49.9 per share to cover tax withholding tied to vesting equity awards. On the same date, she received a grant of 1,870 Common Shares of Beneficial Interest at $0 as long-term incentive compensation, which will vest in four annual installments beginning January 1, 2027. After these transactions, she beneficially owned 44,692 Common Shares of Beneficial Interest, all held directly.
EPR Properties senior vice president of asset management Gwendolyn M. Johnson reported several equity transactions in EPR common shares on 01/02/2026. The filing shows that 3,652 common shares of beneficial interest were surrendered to the company to cover tax withholding tied to vesting equity awards at a price of $49.9 per share. It also records a transfer of 7,997 shares from Johnson to the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022, with a matching acquisition of those shares by the trust.
In addition, Johnson received 5,073 common shares of beneficial interest issued in lieu of a cash bonus, which will vest in three annual installments beginning January 1, 2027. She was also granted 4,562 common shares of beneficial interest as long-term incentive compensation, vesting in four annual installments beginning January 1, 2027. Following these transactions, Johnson reported direct and indirect ownership positions in EPR common shares.
EPR Properties01/02/2026. He had 42,456 Common Shares of Beneficial Interest transferred to the company at a price of $49.9 to cover tax withholding tied to vesting of prior equity awards.
On the same date, he received a new grant of 27,949 Common Shares of Beneficial Interest as long-term incentive compensation at a stated price of $0. These shares vest in four annual installments beginning January 1, 2027. After these transactions, he directly beneficially owns 828,627 Common Shares of Beneficial Interest.
EPR Properties insider updates share holdings and equity awards. Senior Vice President of Corporate Communications Brian A. Moriarty reported two transactions in EPR Properties common shares of beneficial interest on 01/02/2026. First, 1,430 shares were surrendered to the company at $49.90 per share to cover tax withholding tied to vesting equity awards. Second, he received a grant of 4,835 shares at $0 as long-term incentive compensation. These granted shares vest in four annual installments beginning January 1, 2027. Following these transactions, he directly holds 18,704 common shares of beneficial interest.
EPR Properties officer Paul R. Turvey, SVP & Associate General Counsel, reported routine equity transactions on 01/02/2026. He disposed of 5,548 Common Shares of Beneficial Interest at $49.9 per share to cover tax withholding obligations tied to vesting equity awards. On the same date, he acquired 4,008 Common Shares of Beneficial Interest at $0 as a long-term incentive compensation grant that will vest in four annual installments beginning January 1, 2027. Following these transactions, Turvey directly beneficially owned 38,367 common shares.
EPR Properties executive Elizabeth Grace reported several share movements and awards. On January 2, 2026, she assigned 5,858 common shares to the company at $49.9 per share to cover tax withholding tied to vesting equity awards. She also transferred 6,749 shares to the Elizabeth Grace Revocable Trust, which then held 26,627 shares indirectly for her.
Grace received new stock-based compensation as well. She was issued 7,623 common shares in lieu of a cash bonus, which vest in three annual installments beginning January 1, 2027. She also received 5,082 common shares as long-term incentive compensation, vesting in four annual installments beginning January 1, 2027. After these transactions, she beneficially owned 27,116 common shares directly, plus the indirect holdings through the trust.
EPR Properties executive Benjamin N. Fox reported several equity transactions in company stock on January 2, 2026. As an executive vice president, he had 1,509 Common Shares of Beneficial Interest withheld and assigned to the company at $49.90 per share to cover tax obligations related to vesting equity awards. He also transferred 2,892 common shares from his direct ownership to The Fox Revocable Living Trust, changing their status from directly to indirectly held. In addition, Fox received a grant of 7,584 common shares as long-term incentive compensation, which will vest in four annual installments beginning January 1, 2027.
A shareholder trust related to EPR has filed a notice of proposed sale of 7,500 shares of common stock through UBS Financial Services, Inc. on the NYSE. The filing lists an aggregate market value of $373,875.00 for this planned sale and states that 76,140,341 common shares were outstanding.
The securities to be sold were acquired from the issuer as compensation, including 4,242 common shares on 12/31/2021 and 3,258 common shares on 12/31/2024. Over the past three months, the Gregory Zimmerman Revocable Trust has already sold 15,000 common shares in two transactions of 7,500 shares each, with gross proceeds of $391,863.75 and $369,095.25.
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