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EPR Properties (EPR) SVP reports share transfers and equity grants

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

EPR Properties executive Elizabeth Grace reported several share movements and awards. On January 2, 2026, she assigned 5,858 common shares to the company at $49.9 per share to cover tax withholding tied to vesting equity awards. She also transferred 6,749 shares to the Elizabeth Grace Revocable Trust, which then held 26,627 shares indirectly for her.

Grace received new stock-based compensation as well. She was issued 7,623 common shares in lieu of a cash bonus, which vest in three annual installments beginning January 1, 2027. She also received 5,082 common shares as long-term incentive compensation, vesting in four annual installments beginning January 1, 2027. After these transactions, she beneficially owned 27,116 common shares directly, plus the indirect holdings through the trust.

Positive

  • None.

Negative

  • None.
Insider Grace Elizabeth
Role SVP - Human Resources & Admin
Type Security Shares Price Value
Tax Withholding Common Shares of Beneficial Interest 5,858 $49.90 $292K
Gift Common Shares of Beneficial Interest 6,749 $0.00 --
Gift Common Shares of Beneficial Interest 6,749 $0.00 --
Grant/Award Common Shares of Beneficial Interest 7,623 $0.00 --
Grant/Award Common Shares of Beneficial Interest 5,082 $0.00 --
Holdings After Transaction: Common Shares of Beneficial Interest — 21,160 shares (Direct); Common Shares of Beneficial Interest — 26,627 shares (Indirect, Elizabeth Grace Revocable Trust)
Footnotes (1)
  1. The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards. This transaction involved a transfer of securities by the reporting person to a trust. At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2027. The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027.
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*
Grace Elizabeth
(Last) (First) (Middle)
909 WALNUT STREET 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)
SVP - Human Resources & Admin
3. Date of Earliest Transaction (Month/Day/Year)
01/02/2026
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 01/02/2026 F(1) 5,858 D $49.9 21,160 D
Common Shares of Beneficial Interest 01/02/2026 G(2) 6,749 D $0 14,411 D
Common Shares of Beneficial Interest 01/02/2026 G(2) 6,749 A $0 26,627 I Elizabeth Grace Revocable Trust
Common Shares of Beneficial Interest 01/02/2026 A(3) 7,623 A $0 22,034 D
Common Shares of Beneficial Interest 01/02/2026 A(4) 5,082 A $0(4) 27,116 D
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 assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards.
2. This transaction involved a transfer of securities by the reporting person to a trust.
3. At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2027.
4. The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027.
Remarks:
/s/ Angela M. Whittaker, Attorney-in-Fact for Elizabeth Grace 01/06/2026
** 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 activity did EPR (EPR Properties) report for Elizabeth Grace?

Elizabeth Grace, SVP – Human Resources & Admin of EPR Properties, reported share withholding for taxes, a transfer of shares to a revocable trust, and new stock-based awards, all dated January 2, 2026.

Why did Elizabeth Grace surrender 5,858 EPR Properties shares?

She assigned 5,858 common shares of beneficial interest to the company at $49.9 per share to satisfy her tax withholding obligations related to the vesting of equity awards.

What is the Elizabeth Grace Revocable Trust’s role in EPR shares?

The filing notes a transfer of 6,749 shares from Elizabeth Grace to the Elizabeth Grace Revocable Trust, after which the trust held 26,627 common shares as her indirect beneficial ownership.

What stock did Elizabeth Grace receive in lieu of a cash bonus from EPR?

At her election, 7,623 common shares of beneficial interest were issued in lieu of a cash bonus. These shares vest in three annual installments, beginning January 1, 2027.

What long-term incentive shares did Elizabeth Grace receive from EPR Properties?

She was granted 5,082 common shares of beneficial interest as long-term incentive compensation. These shares vest in four annual installments, starting on January 1, 2027.

How many EPR Properties shares does Elizabeth Grace own after these transactions?

Following the reported transactions, she beneficially owned 27,116 common shares directly and also held 26,627 common shares indirectly through the Elizabeth Grace Revocable Trust.