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EPR Properties (NYSE: EPR) EVP awarded 40,960 shares and makes gifts

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(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

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 77,477 shares held directly and 88,802 shares held indirectly through the trust.

Positive

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Negative

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Insider Zimmerman Gregory E
Role EVP & Chief Investment Officer
Type Security Shares Price Value
Grant/Award Common Shares of Beneficial Interest 40,960 $0.00 --
Tax Withholding Common Shares of Beneficial Interest 18,452 $0.00 --
Gift Common Shares of Beneficial Interest 22,508 $0.00 --
Gift Common Shares of Beneficial Interest 22,508 $0.00 --
Holdings After Transaction: Common Shares of Beneficial Interest — 77,477 shares (Direct); Common Shares of Beneficial Interest — 88,802 shares (Indirect, Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015)
Footnotes (1)
  1. The Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan. 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. This transaction involved a transfer of securities by the reporting person to a trust.
Form 4 Insider Transactions: What Each Field Means →
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*
Zimmerman Gregory E
(Last) (First) (Middle)
909 WALNUT, SUITE 200
(Street)
KANSAS CITY MO 64106
(City) (State) (Zip)
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 Investment Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 02/23/2026 A(1) 40,960 A $0 77,477 D
Common Shares of Beneficial Interest 02/23/2026 F(2) 18,452 D $0 59,025 D
Common Shares of Beneficial Interest 02/23/2026 G(3) 22,508 D $0 36,517 D
Common Shares of Beneficial Interest 02/23/2026 G(3) 22,508 A $0 88,802 I Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015
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 Common Shares of Beneficial Interest were issued pursuant to the 2023 Performance Share Plan.
2. 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.
3. This transaction involved a transfer of securities by the reporting person to a trust.
Remarks:
/s/ Angela M. Whittaker, Attorney-in-Fact for Gregory E. Zimmerman 02/25/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did EPR (EPR PROPERTIES) report for Gregory E. Zimmerman?

Gregory E. Zimmerman reported one grant of 40,960 common shares and three disposals. The disposals included 18,452 shares for tax withholding and two bona fide gifts of 22,508 shares each, one from direct holdings and one from a revocable trust.

Was the EPR (EPR PROPERTIES) insider Form 4 a stock sale by Gregory E. Zimmerman?

The Form 4 does not report any open-market sales. It shows a share grant of 40,960 shares, a tax-withholding disposition of 18,452 shares to the company, and two bona fide gifts of 22,508 shares each, including one through a revocable trust.

How many EPR PROPERTIES shares did Gregory E. Zimmerman receive as an award?

He received 40,960 Common Shares of Beneficial Interest. According to the disclosure, these shares were issued under the company’s 2023 Performance Share Plan as an unrestricted equity award, increasing his reported direct holdings before subsequent tax and gift-related transfers.

How were gifts of EPR PROPERTIES shares structured in this Form 4?

The filing shows two bona fide gifts of 22,508 shares each. One gift involved shares held directly by Gregory E. Zimmerman, while the other transferred shares to the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015.

What are Gregory E. Zimmerman’s reported EPR share holdings after these transactions?

After the reported transactions, Zimmerman’s direct holdings totaled 77,477 common shares. In addition, he reported 88,802 shares held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, as reflected in the Form 4 ownership totals.