EPR insider sale: 2,000 shares reported

Issuer: Merrill Lynch (Common stock) related to EPR.

Rhea-AI Filing Summary

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.

Insights

Securities Compliance Analyst

Routine Form 144 notice reporting an affiliate sale and prior deferred award.

The filing lists a proposed sale activity by Gwendolyn M. Johnson with an executed sale of 2,000 shares on 06/23/2026. It also records a stock award/deferred compensation of 6,336 shares dated 01/02/2025.

These items are administrative disclosures under resale rules; cash‑flow treatment and proceeds recipient are not stated in the excerpt. Subsequent filings or broker reports would show settlement details if required.

Key Figures

Shares sold: 2,000 shares Stock award (deferred): 6,336 shares Exchange listing: NYSE +1 more

4 metrics

Shares sold 2,000 shares sale date 06/23/2026

Stock award (deferred) 6,336 shares award date 01/02/2025

Exchange listing NYSE listed in filing header

Reporting person address 144 Lakeshore Dr. W, Lake Quivira, KS 66217 address for Gwendolyn M. Johnson

Key Terms

Form 144, Deferred Compensation, Stock Award

3 terms

Form 144 regulatory

"Filing header and transaction lines showing proposed resale"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Deferred Compensation financial

"Stock Award/Deferred Compensation entry dated 01/02/2025"

Deferred compensation is pay that employees or executives have earned now but will receive at a later date, such as delayed bonuses, retirement benefits, or stock grants. It matters to investors because it creates future obligations and shapes incentives—like a promise to pay later that can affect a company’s reported profits, cash needs and potential stock dilution—so it helps signal how a business manages costs and retains key people.

Stock Award financial

"Stock Award/Deferred Compensation | Gwendolyn M. Johnson | 6,336"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the EPR Form 144 disclose about insider transactions?

The Form 144 discloses a proposed sale by Gwendolyn M. Johnson and records a sale of 2,000 shares on 06/23/2026. It also shows a 6,336-share stock award dated 01/02/2025 tied to deferred compensation.

Who is the reporting person on the Form 144 for EPR?

Gwendolyn M. Johnson is the reporting person, with an address listed in the filing. The notice links her to the sale of 2,000 common shares executed on 06/23/2026 in the provided excerpt.

Does the filing state how many shares were granted as deferred compensation?

Yes. The filing lists a Stock Award/Deferred Compensation entry dated 01/02/2025 showing 6,336 shares associated with the award in the excerpt provided.

Are proceeds or the purchaser identified in this Form 144 excerpt?

The excerpt does not identify proceeds recipients or the purchaser. The filing lists the sale quantity and dates but does not state cash‑flow treatment or buyer details within the provided lines.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/07/2026 - 02:18 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Merrill Lynch 4801 Main Street, Suite 600 Kansas City MO 64112	1000	59923.76	76507666	07/07/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	01/02/2025	Stock Award/Deferred Compensation	Gwendolyn M. Johnson			6336	01/02/2025	Deferred Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Gwendolyn M. Johnson 144 Lakeshore Dr. W Lake Quivira KS 66217	Common	06/23/2026	2000	116220

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)