CFO-linked trust sells 9,091 EPR (NYSE: EPR) shares under 10b5-1 plan

Rhea-AI Filing Summary

EPR Properties EVP & CFO-associated trust sells shares under trading plan

An entity associated with EPR Properties’ EVP & Chief Financial Officer Mark Alan Peterson sold 9,091 Common Shares of Beneficial Interest on April 14, 2026 in an open-market transaction at $55.00 per share.

The shares are held indirectly through the Jill J. Peterson Revocable Trust. After this sale, the trust continued to hold 224,780 common shares. The filing notes the transaction was executed under a previously adopted Rule 10b5-1 trading plan, indicating it was pre-scheduled rather than a discretionary trade.

Insights

Equity compensation and insider-trading analyst

Pre-planned trust sale of 9,091 EPR shares appears routine.

The transaction shows a trust associated with EPR Properties’ EVP & CFO selling 9,091 common shares at $55.00 per share in an open-market sale. The trust still holds 224,780 shares afterward, so the sale represents only a small fraction of the reported position.

The footnote states the sale was made under a Rule 10b5-1 trading plan adopted on December 23, 2025. Such plans pre-schedule trades, reducing the informational value of timing. There are no derivative exercises or tax-withholding entries in this filing.

From an ownership perspective, the sale is indirect through the Jill J. Peterson Revocable Trust, not a direct personal account. With remaining holdings still sizable and no additional transactions reported, this looks like a routine liquidity event rather than a major shift in insider exposure.

Insider Trade Summary 10b5-1

Net Seller: 9,091 shares

Net Sell 1 txn

Insider Peterson Mark Alan

Role EVP & Chief Financial Officer

Sold 9,091 shs ($500K)

Type	Security	Shares	Price	Value
Sale	Common Shares of Beneficial Interest	9,091	$55.00	$500K

Holdings After Transaction: Common Shares of Beneficial Interest — 224,780 shares (Indirect, Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust)

Footnotes (1)

1. F1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 23, 2025.

Key Figures

Shares sold: 9,091 shares Sale price per share: $55.00 per share Shares held after transaction: 224,780 shares +1 more

4 metrics

Shares sold 9,091 shares Open-market sale of common shares on April 14, 2026

Sale price per share $55.00 per share Price for the 9,091 common shares sold

Shares held after transaction 224,780 shares Indirect holdings via Jill J. Peterson Revocable Trust after sale

Net share change -9,091 shares Net sell direction from transaction summary

Key Terms

Rule 10b5-1 trading plan, open-market sale, Common Shares of Beneficial Interest, indirect ownership

4 terms

Rule 10b5-1 trading plan regulatory

"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

open-market sale financial

"transaction_action: open-market sale"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

Common Shares of Beneficial Interest financial

"security_title: Common Shares of Beneficial Interest"

Common Shares of Beneficial Interest are units that represent ownership in a company or organization, like owning a piece of a pie. They give investors voting rights and a chance to share in profits, making them important for those looking to invest and have a say in how the organization is run.

indirect ownership financial

"ownership_type: indirect; nature_of_ownership: Jill J. Peterson and Mark A. Peterson, TTEES"

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

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 04/16/2026 - 03:17 PM Learn about SEC filing dates

FAQ

What insider transaction did EPR (EPR) report in this Form 4?

EPR Properties reported that an entity associated with EVP & CFO Mark Alan Peterson sold 9,091 Common Shares of Beneficial Interest at $55.00 per share. The sale was an open-market transaction executed on April 14, 2026, and was disclosed as an indirect ownership change through a trust.

Who executed the share sale reported for EPR (EPR) and how are the shares held?

The shares are held indirectly through the Jill J. Peterson Revocable Trust, with trustees Jill J. Peterson and Mark A. Peterson. The Form 4 reflects a sale associated with EVP & CFO Mark Alan Peterson, but the ownership is reported as indirect rather than in a personal brokerage account.

How many EPR (EPR) shares were sold and at what price in this filing?

The filing shows an open-market sale of 9,091 Common Shares of Beneficial Interest at a price of $55.00 per share. This single transaction is the only one reported, and no derivative exercises or tax-related dispositions accompany it in the document.

How many EPR (EPR) shares remain held after the reported insider sale?

After the 9,091-share sale, the reporting trust’s holdings stand at 224,780 EPR common shares. This indicates that the transaction represents a relatively small portion of the reported position, leaving a substantial indirect ownership stake still in place following the trade.

Was the EPR (EPR) insider sale discretionary or part of a trading plan?

The Form 4 states the sale was executed under a Rule 10b5-1 trading plan adopted on December 23, 2025. Such plans pre-arrange trades in advance, suggesting the timing of this sale was scheduled rather than based on a spur-of-the-moment market or company-specific decision.

Does the EPR (EPR) Form 4 show any derivative or option exercises?

No. The filing lists only one non-derivative open-market sale of common shares and shows a derivative transaction count of zero in the summary. There are no stock option exercises, conversions, gifts, or tax-withholding share movements reported in this particular Form 4.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Peterson Mark Alan

(Last) (First) (Middle)

909 WALNUT

SUITE 200

(Street)

KANSAS CITY MISSOURI 64106

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
EPR PROPERTIES [ EPR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/14/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Shares of Beneficial Interest	04/14/2026		S(1)		9,091	D	$55	224,780	I	Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 23, 2025.

Remarks:

	/s/ Angela M. Whittaker, Attorney-in-Fact for Mark A. Peterson	04/16/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)