EPR Properties (NYSE: EPR) HR exec's trust offloads 4,200 shares
Rhea-AI Filing Summary
EPR PROPERTIES (EPR) reported that officer Grace Elizabeth, SVP – Human Resources & Admin, had an indirectly held position in Common Shares of Beneficial Interest sell 4,200 shares on August 19, 2026 at $60.57 per share through the Elizabeth Grace Revocable Trust. Following this Rule 10b5-1 plan trade, the trust holds 22,427 shares.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 4,200 shares
Net Sell
1 txn
Insider
Grace Elizabeth
Role
SVP - Human Resources & Admin
Sold
4,200 shs ($254K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Shares of Beneficial Interest F1 | 4,200 | $60.57 | $254K |
Holdings After Transaction:
Common Shares of Beneficial Interest — 22,427 shares (Indirect, Elizabeth Grace Revocable Trust)
Footnotes (1)
- F1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on May 12, 2026.
Key Figures
Shares sold: 4,200 shares
Sale price per share: $60.57
Shares owned after transaction: 22,427 shares
+2 more
5 metrics
Shares sold
4,200 shares
Common Shares of Beneficial Interest sold on August 19, 2026
Sale price per share
$60.57
Price per share for the 4,200 EPR shares sold
Shares owned after transaction
22,427 shares
Indirectly held by Elizabeth Grace Revocable Trust following the sale
Net shares sold
4,200 shares
Net sell volume reported in transaction summary
10b5-1 plan adoption date
May 12, 2026
Date the Rule 10b5-1 trading plan was adopted
Key Terms
Common Shares of Beneficial Interest, Rule 10b5-1 trading plan, Revocable Trust
3 terms
Rule 10b5-1 trading plan regulatory
"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.
Revocable Trust financial
"nature_of_ownership": "Elizabeth Grace Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
FAQ
What insider transaction did EPR (EPR PROPERTIES) disclose for Grace Elizabeth?
Grace Elizabeth reported a sale of 4,200 Common Shares of Beneficial Interest in EPR PROPERTIES on August 19, 2026. The shares were held indirectly through the Elizabeth Grace Revocable Trust.
What is Grace Elizabeth’s role at EPR PROPERTIES mentioned in the Form 4?
Grace Elizabeth is identified as an officer of EPR PROPERTIES with the title SVP – Human Resources & Admin. This role is disclosed in the reporting person information.
AI-generated analysis. How Rhea-AI works. Not financial advice.