EPR EVP gets 40,960-share award, gifts stock
EPR PROPERTIES EVP & Chief Investment Officer Gregory E. Zimmerman reported a mix of equity awards, tax withholding, and gifts of shares.
Rhea-AI Filing Summary
EPR PROPERTIES EVP & Chief Investment Officer Gregory E. Zimmerman reported a mix of equity awards, tax withholding, and gifts of shares. He acquired 40,960 Common Shares of Beneficial Interest as a grant issued under the 2023 Performance Share Plan. To cover tax withholding on this unrestricted equity award, he assigned 18,452 shares back to the company. He also made bona fide gifts totaling 22,508 shares held directly and 22,508 shares held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015. Following these transactions, he reported 36,517 shares held directly and 88,802 shares held indirectly through the trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Shares of Beneficial Interest | 40,960 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Shares of Beneficial Interest | 18,452 | $0.00 | $0.00 |
| Gift | Common Shares of Beneficial Interest | 22,508 | $0.00 | $0.00 |
| Gift | Common Shares of Beneficial Interest | 22,508 | $0.00 | $0.00 |
Footnotes (3)
- F1. The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan.
- F2. The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting persons tax withholding obligations in connection with the issuance of unrestricted equity award.
- F3. This transaction involved a transfer of securities by the reporting person to a trust.
FAQ
What insider transactions did EPR (EPR PROPERTIES) report for Gregory E. Zimmerman?
Was the EPR (EPR PROPERTIES) insider Form 4 a stock sale by Gregory E. Zimmerman?
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