EPR Properties (NYSE: EPR) EVP Zimmerman discloses stock sale, tax shares, trust transfer
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.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Shares of Beneficial Interest | 7,500 | $50.0717 | $376K |
| Tax Withholding | Common Shares of Beneficial Interest | 14,290 | $49.90 | $713K |
| Gift | Common Shares of Beneficial Interest | 17,043 | $0.00 | -- |
| Gift | Common Shares of Beneficial Interest | 17,043 | $0.00 | -- |
Footnotes (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. This transaction involved a transfer of securities by the reporting person to a trust.
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 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 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.