STOCK TITAN

EPR Properties (NYSE: EPR) HR exec's trust offloads 4,200 shares

(Moderate)
(Negative)
Form Type
4

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 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)
  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.
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
Common Shares of Beneficial Interest financial
"security_title": "Common Shares of Beneficial Interest"
Common Shares of Beneficial Interest are units that represent ownership in a company or organization, like owning a piece of a pie. They give investors voting rights and a chance to share in profits, making them important for those looking to invest and have a say in how the organization is run.
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.

At what price were the EPR shares sold in Grace Elizabeth’s Form 4 filing?

The reported sale was executed at an average price of $60.57 per share. This reflects the transaction price for the 4,200 Common Shares of Beneficial Interest sold on August 19, 2026.

How many EPR shares does Grace Elizabeth’s trust hold after the reported sale?

After the sale, the Elizabeth Grace Revocable Trust holds 22,427 EPR common shares. This figure represents the indirect ownership position reported following the August 19, 2026 transaction.

Was Grace Elizabeth’s EPR share sale under a Rule 10b5-1 trading plan?

Yes. The filing states the sales were made under a Rule 10b5-1 trading plan adopted on May 12, 2026. Such plans pre-arrange trades according to set instructions.

Does Grace Elizabeth hold EPR shares directly or indirectly in this Form 4?

The reported holdings are indirect, owned through the Elizabeth Grace Revocable Trust. The Form 4 identifies the ownership type as indirect with the trust as the nature of ownership.

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.

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Learn about SEC filing dates
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).
X
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 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP - Human Resources & Admin
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/19/2026
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
Common Shares of Beneficial Interest08/19/2026S(1)4,200D$60.5722,427IElizabeth Grace Revocable Trust
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
Explanation of Responses:
1. 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.
Remarks:
/s/ Angela M. Whittaker, Attorney-in-Fact for Elizabeth Grace08/20/2026
** 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)