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.
Connor James B. reported acquisition or exercise transactions in this Form 4 filing.
EPR Properties director Connor James B. reported compensation-related equity awards rather than open-market trading. On June 1, 2026, he received three grants totaling 4,978 Restricted Share Units (RSUs), each with a grant price of $0.00 per unit.
The RSUs were issued under EPR’s 2016 Equity Incentive Plan as part of the company’s annual trustee compensation program and in lieu of his annual trustee and chairperson retainer fees. Each RSU represents a contingent right to receive one common share of beneficial interest, generally vesting on June 1, 2027 or earlier upon a defined Change of Control, with settlement and delivery instructions provided in advance.
EPR Properties director Robin Peppe Sterneck reported compensation-related equity activity. On June 1, 2026, she exercised 3,403 Restricted Share Units into 3,403 Common Shares of Beneficial Interest and now directly holds 3,403 common shares.
She was also granted 1,965 and 2,358 Restricted Share Units under EPR’s 2016 Equity Incentive Plan as part of the annual trustee compensation and retainer program. These RSUs each represent a right to receive one common share and generally vest on June 1, 2027 or upon a qualifying Change of Control. The filing shows no share sales, only equity awards and an RSU conversion.
EPR Properties director John Peter Suarez reported equity compensation activity and updated holdings. He exercised 1,510 Restricted Share Units into 1,510 Common Shares of Beneficial Interest held directly. He also received two new awards of 1,965 and 2,358 Restricted Share Units under the company’s 2016 Equity Incentive Plan, issued as part of the annual trustee compensation and in lieu of the annual trustee retainer fee.
Following these transactions, Suarez holds 1,510 common shares directly and 1,564 common shares indirectly through The Suarez Family Trust Dated February 13, 2015. He now has 7,343 Restricted Share Units outstanding, each representing a contingent right to receive one common share. The Restricted Share Units generally vest on the earlier of June 1, 2027, or a Change of Control as defined in the plan, with settlement instructions provided by Suarez in advance.
EPR Properties director Peter C. Brown reported equity compensation and an option-like exercise. On June 1, 2026, he exercised 3,518 Restricted Share Units into the same number of Common Shares of Beneficial Interest, bringing his direct common share holdings to 31,193.
He also received two new awards of Restricted Share Units under the company’s 2016 Equity Incentive Plan: 1,048 units as part of the annual trustee compensation program and 2,358 units issued in lieu of his annual trustee retainer fee. Each unit represents a contingent right to receive one common share and generally vests on the earlier of June 1, 2027 or a defined Change of Control.
EPR Properties director William P. Brown reported compensation-related equity activity. He exercised Restricted Share Units to acquire 2,729 Common Shares of Beneficial Interest, leaving him with 2,729 common shares held directly and 1,219 common shares held indirectly through the William Brown Revocable Trust.
Brown also received several new Restricted Share Unit (RSU) grants under EPR’s 2016 Equity Incentive Plan, totaling 4,978 RSUs issued in lieu of his annual trustee and chairperson retainer fees. Each RSU represents a contingent right to one common share, vesting on the earlier of June 1, 2027 or a defined Change of Control.
EPR Properties director Virginia E. Shanks reported compensation-related equity activity. She exercised 6,326 Restricted Share Units into Common Shares of Beneficial Interest and, through several awards, received additional Restricted Share Units as part of her annual trustee and chairperson retainer fees under the 2016 Equity Incentive Plan. Following these transactions, she directly holds 36,853 common shares, and the new Restricted Share Units generally vest on the earlier of June 1, 2027 or a defined Change of Control, giving her future rights to receive additional common shares if vesting conditions are met.
Case John reported acquisition or exercise transactions in this Form 4 filing.
EPR Properties director John Case received two equity awards in the form of Restricted Share Units as part of the company’s annual trustee compensation program and in lieu of his annual trustee retainer fee. The grants cover 1,965 and 2,358 Restricted Share Units, each representing a contingent right to receive one common share of beneficial interest. These awards generally vest on the earlier of June 1, 2027 or a change of control under the company’s 2016 Equity Incentive Plan, with settlement and share delivery following vesting under instructions provided at grant.
EPR Properties director Lisa G. Trimberger reported routine equity compensation activity. She exercised Restricted Share Units into 5,253 Common Shares of Beneficial Interest, bringing her direct common share holdings to 11,839 shares.
She also received new awards of 655, 1,965 and 2,358 Restricted Share Units under EPR’s 2016 Equity Incentive Plan, totaling 4,978 units. According to the plan, these units generally vest on the earlier of June 1, 2027 or a defined Change of Control, and each unit settles into one common share, largely in lieu of her cash trustee and chair retainers.
EPR Properties director Caixia Ziegler reported equity compensation activity involving common shares and restricted share units (RSUs). She exercised 1,510 RSUs into Common Shares of Beneficial Interest, bringing her direct common share holdings to 17,946 shares after the transaction.
She also received two RSU awards of 1,965 and 2,358 units under EPR Properties’ 2016 Equity Incentive Plan, including RSUs issued as part of the company’s annual trustee compensation program and in lieu of her annual trustee retainer fee. Each RSU represents a contingent right to receive one common share, generally vesting by June 1, 2027 or earlier upon a defined Change of Control.
EPR Properties executive Mark Alan Peterson, EVP & Chief Financial Officer, reported an indirect open-market sale of 8,696 Common Shares of Beneficial Interest at $57.50 per share. The shares are held through the Jill J. Peterson Revocable Trust. Following the sale, indirect holdings reported for this trust total 216,084 shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 23, 2025, indicating it was scheduled in advance rather than timed discretionarily.