EPR Properties (EPR) director shifts 3,403 shares to revocable trust in bona fide gift

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

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.

Insider Trade Summary

6,806 shares gifted

Mixed 2 txns

Insider Sterneck Robin Peppe

Role null

Type	Security	Shares	Price	Value
Gift	Common Shares of Beneficial Interest	3,403	$0.00	--
Gift	Common Shares of Beneficial Interest	3,403	$0.00	--

Holdings After Transaction: Common Shares of Beneficial Interest — 0 shares (Direct, null); Common Shares of Beneficial Interest — 3,403 shares (Indirect, Robin P. Sterneck Revocable Trust U/A DTD 05/27/2009)

Footnotes (1)

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Key Figures

Gifted shares: 3,403 shares Indirect holdings after transaction: 3,403 shares Direct holdings after transaction: 0 shares +2 more

5 metrics

Gifted shares 3,403 shares Bona fide gift of Common Shares of Beneficial Interest

Indirect holdings after transaction 3,403 shares Held via Robin P. Sterneck Revocable Trust after gift

Direct holdings after transaction 0 shares Direct ownership following gift transfer

Gift transactions count 2 entries Two Form 4 gift lines totaling one transfer event

Transaction price per share $0.00 Bona fide gift, no consideration paid

Key Terms

bona fide gift, Common Shares of Beneficial Interest, indirect ownership, revocable trust

4 terms

bona fide gift financial

"The Form 4 classifies the transaction as code G, a bona fide gift."

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

Common Shares of Beneficial Interest financial

"The transaction involved EPR Properties’ 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

"After the reported gift transaction, Robin Peppe Sterneck holds 3,403 EPR Properties common shares indirectly."

revocable trust financial

"These shares were moved from her direct ownership into a revocable trust."

A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.

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Form 4 Insider Transactions: What Each Field Means →

06/17/2026 - 05:12 PM

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).

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^*

Sterneck Robin Peppe

(Last)

(First)

(Middle)

909 WALNUT ST.

STE 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)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Shares of Beneficial Interest	06/15/2026		G⁽¹⁾		3,403	D	$0	0	D
Common Shares of Beneficial Interest	06/15/2026		G⁽¹⁾		3,403	A	$0	3,403	I	Robin P. Sterneck Revocable Trust U/A DTD 05/27/2009

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. This transaction involved a transfer of securities by the reporting person to a trust.

Remarks:

	/s/ Angela M. Whittaker, Attorney-in-Fact for Robin P. Sterneck	06/17/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did EPR (EPR) director Robin Peppe Sterneck report?

Robin Peppe Sterneck reported a bona fide gift transfer of 3,403 EPR Properties common shares. The shares were moved from her direct ownership into a revocable trust, reflecting an internal ownership change rather than a market purchase or sale.

How many EPR (EPR) shares were transferred in Robin Peppe Sterneck’s Form 4?

The Form 4 shows a gift transfer involving 3,403 Common Shares of Beneficial Interest. These shares shifted from Robin Peppe Sterneck’s direct holdings into the Robin P. Sterneck Revocable Trust, changing the ownership form but not the aggregate number of shares tied to her.

Does Robin Peppe Sterneck still hold EPR (EPR) shares after this reported gift?

Yes. After the reported gift transaction, Robin Peppe Sterneck holds 3,403 EPR Properties common shares indirectly. The shares are now owned through the Robin P. Sterneck Revocable Trust, and her direct EPR share ownership is reported as zero.

Was the EPR (EPR) insider transaction a market sale or purchase?

No. The Form 4 classifies the transaction as code G, a bona fide gift. Shares were transferred from Robin Peppe Sterneck’s direct ownership to a revocable trust at zero price, indicating an internal reallocation, not an open-market sale or purchase.

What type of security was involved in the EPR (EPR) Form 4 gift transfer?

The transaction involved EPR Properties’ Common Shares of Beneficial Interest. A total of 3,403 such shares were transferred as a bona fide gift from direct ownership to the Robin P. Sterneck Revocable Trust, as disclosed in the Form 4 filing.