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 filings document the regulatory record of an experiential net lease REIT, including operating results, supplemental operating and financial data, and Regulation FD presentations. The company's 8-K reports also cover annual meeting voting results, material agreements, capital markets transactions, and other events affecting its financing profile.
Proxy and capital-structure filings describe trustee elections, executive compensation, shareholder voting matters, common shares, Series C and Series E cumulative convertible preferred shares, Series G cumulative redeemable preferred shares, senior unsecured notes, shelf registration activity, and distribution agreements for common-share issuance.
EPR Properties executive Gwendolyn Mary Johnson, SVP – Asset Management, reported that the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 sold 1,000 Common Shares of Beneficial Interest on July 17, 2026 at $62.50 per share. After this indirect sale, the trust holds 12,213 shares. The transaction was effected under a Rule 10b5-1 trading plan adopted on March 24, 2026.
EPR Properties entered into a Fifth Amended, Restated and Consolidated Credit Agreement with KeyBank and other lenders, providing a $1.0 billion senior unsecured revolving credit facility and a new $600.0 million senior unsecured delayed draw term loan facility, for an initial maximum principal amount of $1.6 billion. The agreement includes an accordion feature that may increase combined borrowing capacity by $1.0 billion, to $2.6 billion, subject to lender consent.
The revolving facility matures on July 17, 2030 with two six‑month extension options, while the term loan matures on January 17, 2032 and may be drawn in up to five tranches through January 17, 2027, with a 0.25% per annum ticking fee on undrawn commitments beginning October 16, 2026. At closing, the full $1.0 billion revolver was available, of which approximately $360.0 million repaid indebtedness under the prior facility, and the full $600.0 million term loan commitment was available.
Both facilities bear interest at floating or term rates based on a Base Rate or SOFR plus ratings‑based spreads and, for the revolver, a ratings‑based facility fee. The agreement includes customary covenants and events of default. The company states the amendments extend maturities, generally reduce interest rates and enhance borrowing flexibility, including addressing upcoming debt maturities in August and December of this year.
EPR investor Gwendolyn M. Johnson filed a notice of intent to sell up to 1,000 shares of common stock through Merrill Lynch on or after 07/17/2026 on the NYSE, with an indicated value of $62,500. The shares relate to holdings acquired on 01/02/2025 in connection with deferred compensation arrangements totaling 6,336 shares. The filing also lists prior sales over the past three months: 1,000 shares on 07/07/2026 for $60,000 and 2,000 shares on 06/23/2026 for $116,220.
EPR PROPERTIES senior vice president of asset management Gwendolyn Mary Johnson reported an open-market sale of 1,000 Common Shares of Beneficial Interest at $60.00 per share. The shares were held indirectly through the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022.
After the sale, the filing shows 13,213 shares indirectly owned by the trust. The transaction was carried out under a pre-arranged Rule 10b5-1 trading plan previously adopted by the reporting person, indicating it was scheduled in advance rather than timed discretionarily.
Issuer: Merrill Lynch (Common stock) related to EPR. The filing reports a Form 144 notice by Gwendolyn M. Johnson for a proposed sale and lists a prior stock award tied to deferred compensation. The filing shows 2,000 shares sold on 06/23/2026 and a 6,336-share stock award dated 01/02/2025.
EPR Properties senior vice president Gwendolyn Mary Johnson reported an open-market sale of 2,000 Common Shares of Beneficial Interest. The shares were sold at a price of $58.11 per share and are held indirectly through the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022.
After this transaction, the trust’s reported holdings are 14,213 common shares. The filing notes the sale was carried out under a previously adopted Rule 10b5-1 trading plan, indicating the trade was pre-scheduled rather than timed discretionarily.
EPR Properties SVP and General Counsel Paul Robert Turvey sold 6,400 common shares of beneficial interest in an open-market transaction at a weighted average price of $58.20 per share. The trades were executed under a pre-arranged Rule 10b5-1 trading plan, and Turvey now holds 46,189 shares directly.
EPR reported a Form 144 notice indicating proposed sales of Common Stock tied to deferred stock awards to Gwendolyn M. Johnson. The excerpt lists 515 shares dated 01/02/2024 and 1,485 shares dated 01/02/2025 as awarded under deferred compensation/stock award entries.
EPR submitted a Form 144 notice reporting proposed sales of Common Stock by Paul R. Turvey. The filing lists specific deferred compensation/stock award lots of 4,009 shares, 301 shares and 2,090 shares tied to award dates in 2022, 2024 and 2025.
EPR Properties director Robin Peppe Sterneck reported a routine internal transfer of shares. On a single date, she made a bona fide gift of 3,403 Common Shares of Beneficial Interest, moving them from direct ownership into the Robin P. Sterneck Revocable Trust. After the transaction, she holds 3,403 shares indirectly through this trust and no longer holds EPR shares directly. The filing reflects an estate-planning type transfer rather than a market purchase or sale.