STOCK TITAN

Equity awards to EPR Properties (NYSE: EPR) trustee John Case

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Case John reported acquisition or exercise transactions in this Form 4 filing.

EPR Properties director John Case received two equity awards in the form of Restricted Share Units as part of the company’s annual trustee compensation program and in lieu of his annual trustee retainer fee. The grants cover 1,965 and 2,358 Restricted Share Units, each representing a contingent right to receive one common share of beneficial interest. These awards generally vest on the earlier of June 1, 2027 or a change of control under the company’s 2016 Equity Incentive Plan, with settlement and share delivery following vesting under instructions provided at grant.

Positive

  • None.

Negative

  • None.
Insider Case John
Role null
Type Security Shares Price Value
Grant/Award Restricted Share Units 2,358 $0.00 --
Grant/Award Restricted Share Units 1,965 $0.00 --
Holdings After Transaction: Restricted Share Units — 19,737 shares (Direct, null)
Footnotes (1)
  1. Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.
RSU grant 1 1,965 Restricted Share Units Award to John Case on June 1, 2026
RSU grant 2 2,358 Restricted Share Units Award to John Case on June 1, 2026
Vesting date June 1, 2027 Earlier of this date or change of control
Restricted Share Units financial
"received two equity awards in the form of Restricted Share Units as part of the company’s annual trustee compensation program"
Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.
2016 Equity Incentive Plan financial
"under the company’s 2016 Equity Incentive Plan, with settlement and share delivery following vesting"
Change of Control financial
"awards generally vest on the earlier of June 1, 2027 or a change of control under the company’s 2016 Equity Incentive Plan"
A change of control occurs when the ownership or management of a company shifts significantly, such as through a sale, merger, or acquisition, resulting in new leadership or ownership structure. This change can impact the company's direction and decision-making, which is important for investors because it may affect the company's stability, strategy, and future prospects.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
SEC Form 4
FORM 4UNITED 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*
Case John

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Share Units(1)06/01/2026A2,358 (2) (2)Common Shares of Beneficial Interest2,358$019,737D
Restricted Share Units(3)06/01/2026A1,965 (2) (2)Common Shares of Beneficial Interest1,965$021,702D
Explanation of Responses:
1. Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
2. Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant.
3. Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.
Remarks:
/s/ Angela M. Whittaker, Attorney-in-Fact for John P. Case, III06/02/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transaction did EPR (EPR PROPERTIES) report for John Case?

EPR Properties reported that director John Case received grants of Restricted Share Units as part of his annual trustee compensation. These are equity awards rather than cash, giving him the contingent right to receive common shares when the units vest and are settled.

How many Restricted Share Units did John Case receive from EPR (EPR PROPERTIES)?

John Case received two separate grants totaling 4,323 Restricted Share Units, with awards of 1,965 units and 2,358 units. Each unit represents a contingent right to receive one EPR Properties common share of beneficial interest upon vesting and subsequent settlement.

When do John Case’s EPR Restricted Share Units vest?

The Restricted Share Units generally vest on the earlier of June 1, 2027 or a change of control as defined in EPR Properties’ 2016 Equity Incentive Plan. Vesting must occur before any common shares are delivered in settlement of these equity awards.

Are John Case’s EPR equity awards part of his trustee compensation?

Yes, the Restricted Share Units were issued as part of EPR Properties’ annual trustee compensation program and in lieu of his annual trustee retainer fee. This means a portion of his board compensation is delivered in equity rather than cash.

What does each EPR Restricted Share Unit granted to John Case represent?

Each Restricted Share Unit represents a contingent right to receive one EPR Properties common share of beneficial interest. The units do not convert immediately; shares are delivered only after the awards vest and are settled under instructions provided at the grant date.