EPR Properties executive sells and gifts company shares

Gregory E. Zimmerman, EVP & Chief Investment Officer of EPR Properties, reported multiple transactions in Common Shares of Beneficial Interest on January 2, 2026.

Rhea-AI Filing Summary

Gregory E. Zimmerman, EVP & Chief Investment Officer of EPR Properties, reported multiple transactions in Common Shares of Beneficial Interest on January 2, 2026. Activity included an open-market sale of 7,500 indirectly held shares at $50.0717 per share, dispositions of 14,290 directly held shares to satisfy tax withholding obligations related to equity award vesting, and bona fide gift transfers totaling 34,086 shares, including transfers involving a trust. Following these transactions, Zimmerman holds 73,794 shares indirectly through his revocable trust and 36,517 shares directly.

Insider Trade Summary

Net Seller: 7,500 shares

Net Sell 4 txns

Insider Zimmerman Gregory E

Role EVP & Chief Investment Officer

Sold 7,500 shs ($376K)

Type	Security	Shares	Price	Value
Sale	Common Shares of Beneficial Interest	7,500	$50.0717	$376K
Exercise Price or Tax Liability	Common Shares of Beneficial Interest	14,290	$49.90	$713K
Gift	Common Shares of Beneficial Interest	17,043	$0.00	$0.00
Gift	Common Shares of Beneficial Interest	17,043	$0.00	$0.00

Holdings After Transaction: Common Shares of Beneficial Interest — 36,517 shares (Direct); Common Shares of Beneficial Interest — 73,794 shares (Indirect, Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015)

Footnotes (2)

1. F1. The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards.
2. F2. This transaction involved a transfer of securities by the reporting person to a trust.

Key Figures

Open-market sale: 7,500 shares Tax-withholding disposition: 14,290 shares Bona fide gifts total: 34,086 shares +3 more

6 metrics

Open-market sale 7,500 shares Common Shares of Beneficial Interest sold on January 2, 2026 at $50.0717 per share

Tax-withholding disposition 14,290 shares Shares delivered on January 2, 2026 at $49.9000 per share to satisfy tax obligations

Bona fide gifts total 34,086 shares Non-cash gift transfers of Common Shares of Beneficial Interest at $0.0000 per share

Indirect holdings after transactions 73,794 shares Common Shares of Beneficial Interest held indirectly through revocable trust post-transaction

Direct holdings after transactions 36,517 shares Common Shares of Beneficial Interest held directly by Gregory E. Zimmerman post-transaction

Gift transaction line size 17,043 shares Per reported bona fide gift transaction in Common Shares of Beneficial Interest

Key Terms

Common Shares of Beneficial Interest, bona fide gift, tax withholding obligations, revocable trust

4 terms

Common Shares of Beneficial Interest financial

"reported multiple transactions in Common Shares of Beneficial Interest on January 2, 2026"

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.

bona fide gift regulatory

"transaction code description notes a bona fide gift of shares"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

tax withholding obligations financial

"assigned to the Company to satisfy the reporting person's tax withholding obligations"

revocable trust financial

"held indirectly through a revocable trust dated June 2, 2015"

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did EPR (EPR) report for Gregory Zimmerman on January 2, 2026?

Gregory E. Zimmerman reported activity in EPR Properties Common Shares of Beneficial Interest on January 2, 2026, including an open-market sale, a tax-withholding disposition tied to equity awards, and bona fide gift transfers, with updated direct and indirect share holdings disclosed.

How many EPR (EPR) shares did Gregory Zimmerman sell in the open market?

Zimmerman sold 7,500 indirectly held EPR Properties common shares in an open-market or private transaction at $50.0717 per share. These shares were held through his revocable trust, and the transaction was reported as a non-derivative common share sale.

What portion of Gregory Zimmerman’s EPR (EPR) shares was used for tax withholding?

Zimmerman disposed of 14,290 directly held EPR Properties common shares at $49.9000 per share to satisfy tax withholding obligations in connection with the vesting of equity awards, as reflected by the tax-withholding transaction code and the accompanying explanatory footnote.

How many EPR (EPR) shares did Gregory Zimmerman transfer as gifts?

Reported bona fide gift transactions total 34,086 EPR Properties common shares, recorded as non-cash transfers at a stated price of zero per share. The disclosure notes that these include transfers of securities involving a trust structure associated with Zimmerman.

What are Gregory Zimmerman’s EPR (EPR) shareholdings after these transactions?

After the reported transactions, Zimmerman holds 73,794 EPR Properties common shares indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust and 36,517 common shares directly, according to the reported post-transaction positions for each ownership category.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 01/06/2026 - 04:17 PM EST Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

Zimmerman Gregory E

(Last) (First) (Middle)

909 WALNUT, SUITE 200

(Street)

KANSAS CITY MO 64106

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
EPR PROPERTIES [ EPR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & Chief Investment Officer

3. Date of Earliest Transaction (Month/Day/Year)
01/02/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Shares of Beneficial Interest	01/02/2026		S		7,500	D	$50.0717	56,751	I	Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015
Common Shares of Beneficial Interest	01/02/2026		F(1)		14,290	D	$49.9	53,560	D
Common Shares of Beneficial Interest	01/02/2026		G(2)		17,043	D	$0	36,517	D
Common Shares of Beneficial Interest	01/02/2026		G(2)		17,043	A	$0	73,794	I	Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the vesting of equity awards.

2. This transaction involved a transfer of securities by the reporting person to a trust.

Remarks:

	/s/ Angela M. Whittaker, Attorney-in-Fact for Gregory E. Zimmerman	01/06/2026
	** Signature of Reporting Person	Date
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.