EPR Properties (EPR) CFO details trust transfer and new long-term equity award

Rhea-AI Filing Summary

EPR Properties executive Mark A. Peterson, EVP & Chief Financial Officer, reported several equity transactions in company shares dated 01/02/2026. He assigned 16,965 Common Shares of Beneficial Interest to EPR Properties at $49.9 per share to cover tax withholding tied to vesting equity awards, leaving him with 59,119 common shares held directly.

On the same date, he transferred 20,068 common shares from his direct holdings to a trust, and the same number of shares were recorded as indirectly owned through the “Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust,” bringing that trust’s indirect holdings to 208,775 shares. He was also granted 8,690 common shares as long‑term incentive compensation at no cash cost, increasing his direct holdings to 47,741 shares. These incentive shares are scheduled to vest in four equal annual installments beginning on 01/01/2027.

Insider Trade Summary

40,136 shares gifted

Mixed 4 txns

Insider Peterson Mark Alan

Role EVP & Chief Financial Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Shares of Beneficial Interest	16,965	$49.90	$847K
Gift	Common Shares of Beneficial Interest	20,068	$0.00	--
Gift	Common Shares of Beneficial Interest	20,068	$0.00	--
Grant/Award	Common Shares of Beneficial Interest	8,690	$0.00	--

Holdings After Transaction: Common Shares of Beneficial Interest — 59,119 shares (Direct); Common Shares of Beneficial Interest — 208,775 shares (Indirect, Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust)

Footnotes (1)

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. The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027.

Form 4 Insider Transactions: What Each Field Means →

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).

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^*

Peterson Mark Alan

(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 Financial 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		F(1)		16,965	D	$49.9	59,119	D
Common Shares of Beneficial Interest	01/02/2026		G(2)		20,068	D	$0	39,051	D
Common Shares of Beneficial Interest	01/02/2026		G(2)		20,068	A	$0	208,775	I	Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust
Common Shares of Beneficial Interest	01/02/2026		A(3)		8,690	A	$0(3)	47,741	D

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.

3. The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2027.

Remarks:

	/s/ Angela M. Whittaker, Attorney-in-Fact for Mark A. Peterson	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

Who is the reporting insider in EPR (EPR Properties) Form 4?

The reporting insider is Mark A. Peterson, who serves as Executive Vice President & Chief Financial Officer of EPR Properties.

What tax-related share transaction did EPR CFO Mark Peterson report?

He assigned 16,965 Common Shares of Beneficial Interest to EPR Properties at $49.9 per share to satisfy his tax withholding obligations arising from the vesting of equity awards.

How many EPR Properties shares did Mark Peterson transfer to a trust?

He reported a transfer of 20,068 Common Shares of Beneficial Interest from his direct holdings to a trust, with the same number reflected as indirectly owned through the Jill J. Peterson Revocable Trust.

What are Mark Peterson’s indirect holdings in EPR Properties after the trust transfer?

Following the reported transfer, the trust titled “Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust” held 208,775 EPR Properties common shares indirectly attributable to him.

What new equity award did the EPR CFO receive on 01/02/2026?

He received a grant of 8,690 Common Shares of Beneficial Interest as long‑term incentive compensation at a stated price of $0, increasing his direct beneficial ownership to 47,741 shares.

When do Mark Peterson’s new EPR long-term incentive shares begin vesting?

The incentive shares are scheduled to vest in four annual installments, starting on January 1, 2027, with one installment vesting each year thereafter.