EPR Properties (NYSE: EPR) SVP sells 1,000 trust-held shares under plan
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
EPR PROPERTIES senior vice president of asset management Gwendolyn Mary Johnson reported an open-market sale of 1,000 Common Shares of Beneficial Interest at $60.00 per share. The shares were held indirectly through the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022.
After the sale, the filing shows 13,213 shares indirectly owned by the trust. The transaction was carried out under a pre-arranged Rule 10b5-1 trading plan previously adopted by the reporting person, indicating it was scheduled in advance rather than timed discretionarily.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 1,000 shares ($60,000)
Net Sell
1 txn
Insider
Johnson Gwendolyn Mary
Role
SVP - Asset Management
Sold
1,000 shs ($60K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Shares of Beneficial Interest | 1,000 | $60.00 | $60K |
Holdings After Transaction:
Common Shares of Beneficial Interest — 13,213 shares (Indirect, Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022)
Footnotes (1)
- [object Object]
Key Figures
Shares sold: 1,000 shares
Sale price per share: $60.00 per share
Shares owned after transaction: 13,213 shares
+2 more
5 metrics
Shares sold
1,000 shares
Open-market sale on July 7, 2026
Sale price per share
$60.00 per share
Common Shares of Beneficial Interest
Shares owned after transaction
13,213 shares
Indirectly held by Johnson trust after sale
Transaction type
Open-market sale (Code S)
Non-derivative transaction reported on Form 4
Trading plan type
Rule 10b5-1 trading plan
Plan previously adopted by reporting person
Key Terms
Rule 10b5-1 trading plan, open-market sale, Common Shares of Beneficial Interest, indirect ownership
4 terms
Rule 10b5-1 trading plan regulatory
"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
open-market sale financial
"transaction_action: "open-market sale" and transaction_code_description: "Sale in open market or private transaction""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
indirect ownership regulatory
"direct_or_indirect: "I" and nature_of_ownership: trust dated September 14, 2022"
FAQ
What insider transaction did EPR (EPR) report in this Form 4?
EPR PROPERTIES reported that an executive associated with the Johnson trust sold 1,000 Common Shares of Beneficial Interest at $60.00 per share. The sale was an open-market transaction and was executed under a pre-arranged Rule 10b5-1 trading plan.
Who is the insider involved in the latest EPR (EPR) stock sale?
The filing lists Gwendolyn Mary Johnson, Senior Vice President – Asset Management at EPR PROPERTIES, as the reporting person. The sold shares were held indirectly through the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022.
Was the recent EPR (EPR) insider sale part of a trading plan?
Yes. A footnote states the sales were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Such plans pre-schedule trades, suggesting the timing of this 1,000-share sale was not a discretionary market-timing decision.
Is the EPR (EPR) insider sale a direct or indirect holding change?
The Form 4 classifies the holding as indirect, with ownership through the Mark S. Johnson and Gwendolyn M. Johnson Trust. The reported 1,000-share open-market sale and the remaining 13,213 shares both relate to this trust-held, indirect position.