STOCK TITAN

EPR Properties (NYSE: EPR) EVP Zimmerman discloses stock sale, tax shares, trust transfer

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

EPR Properties executive Gregory E. Zimmerman, EVP & Chief Investment Officer, reported several share transactions in EPR Properties common shares of beneficial interest on Form 4. On 01/02/2026, a revocable trust for his benefit sold 7,500 shares at $50.0717 per share, leaving the trust with 56,751 shares after that sale. On the same date, 14,290 shares were assigned to the company at $49.90 per share to cover tax withholding tied to vesting of equity awards, leaving him with 53,560 shares held directly. Zimmerman also transferred 17,043 shares at $0 from direct ownership to the revocable trust, resulting in 36,517 shares held directly and 73,794 shares held indirectly through the trust after the reported transactions.

Positive

  • None.

Negative

  • None.
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.

FAQ

What insider transaction did EPR (EPR Properties) report for Gregory E. Zimmerman?

The filing reports that on 01/02/2026, a revocable trust for EVP & Chief Investment Officer Gregory E. Zimmerman sold 7,500 EPR Properties common shares of beneficial interest at $50.0717 per share.

How many EPR Properties shares did Gregory E. Zimmerman use to satisfy tax withholding?

The filing states that 14,290 common shares of beneficial interest were assigned to the company at $49.90 per share to satisfy Zimmerman’s tax withholding obligations in connection with the vesting of equity awards.

How did Gregory E. Zimmerman’s direct and indirect EPR (EPR Properties) holdings change?

After the reported transactions on 01/02/2026, Zimmerman held 36,517 EPR Properties common shares directly and 73,794 shares indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015.

What does the Form 4 say about the transfer of EPR shares to a trust?

The Form 4 notes that a transaction coded G involved a transfer of 17,043 common shares of beneficial interest by Zimmerman from direct ownership to the named revocable trust, at a reported price of $0 per share.

What role does Gregory E. Zimmerman hold at EPR Properties?

The filing identifies Gregory E. Zimmerman as an officer of EPR Properties, serving as EVP & Chief Investment Officer.

Is the EPR insider Form 4 filed for one reporting person or multiple?

The document indicates that it is a Form filed by one reporting person, referring to Gregory E. Zimmerman.

EPR Properties

NYSE:EPR

EPR Rankings

EPR Latest News

EPR Latest SEC Filings

EPR Stock Data

4.04B
74.48M
2.15%
82.02%
6.38%
REIT - Specialty
Real Estate Investment Trusts
Link
United States
KANSAS CITY