Equity awards to EPR Properties (NYSE: EPR) trustee John Case
Filing Impact
Filing Sentiment
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 Trade Summary
2 transactions reported
Mixed
2 txns
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)
- 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.
Key Figures
RSU grant 1: 1,965 Restricted Share Units
RSU grant 2: 2,358 Restricted Share Units
Vesting date: June 1, 2027
3 metrics
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
Key Terms
Restricted Share Units, 2016 Equity Incentive Plan, Change of Control
3 terms
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.
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.
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.