EPR Properties CFO logs tax share delivery and grant

EPR PROPERTIES EVP & Chief Financial Officer Mark Alan Peterson reported several share movements in Common Shares of Beneficial Interest.

Rhea-AI Filing Summary

EPR PROPERTIES EVP & Chief Financial Officer Mark Alan Peterson reported several share movements in Common Shares of Beneficial Interest. On January 2, 2026, 16,965 shares were delivered at $49.90 per share to the company to satisfy tax-related obligations, gift transfers totaled 40,136 shares, and a grant of 8,690 shares was recorded as long‑term incentive compensation expected to vest in four annual installments beginning January 1, 2027. Following these transactions, Peterson holds 47,741 common shares directly, and 208,775 shares are held indirectly through the Jill J. Peterson Rev. Trust.

Insider Trade Summary

40,136 shares gifted

Gift 4 txns

Insider Peterson Mark Alan

Role EVP & Chief Financial Officer

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

Holdings After Transaction: Common Shares of Beneficial Interest — 208,775 shares (Indirect, Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust); Common Shares of Beneficial Interest — 47,741 shares (Direct)

Footnotes (3)

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.
3. F3. 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.

Key Figures

Tax-withholding shares delivered: 16,965 shares at $49.90 per share Total gift transfers: 40,136 shares Share grant to CFO: 8,690 shares +2 more

5 metrics

Tax-withholding shares delivered 16,965 shares at $49.90 per share Common Shares of Beneficial Interest delivered to satisfy tax-related obligations on 2026-01-02

Total gift transfers 40,136 shares Bona fide gift transactions in Common Shares of Beneficial Interest

Share grant to CFO 8,690 shares Granted as long-term incentive compensation, vesting in four annual installments beginning January 1, 2027

Indirect trust holdings 208,775 shares Common Shares of Beneficial Interest held indirectly via Jill J. Peterson Rev. Trust after gift transfer

Direct holdings after transaction 47,741 shares Canonical post-transaction direct holding of Common Shares of Beneficial Interest by Mark Alan Peterson

Key Terms

Common Shares of Beneficial Interest, bona fide gift, tax withholding obligations, long-term incentive compensation, +1 more

5 terms

Common Shares of Beneficial Interest financial

"The Common Shares of Beneficial Interest were assigned to the Company"

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 financial

"transaction_code_description" : "Bona fide gift""

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"

long-term incentive compensation financial

"were granted to the Reporting Person as long-term incentive compensation"

Long-term incentive compensation is pay awarded to executives or key employees that vests over multiple years and is tied to future company performance, often delivered as stock, options, or multi-year cash bonuses. Think of it as a multi-year reward plan that only pays out if certain goals are met, so it aligns managers’ interests with shareholders. Investors watch it because it affects future costs, share dilution and signals how leadership is motivated to grow value over time.

Rev. Trust financial

"Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust"

FAQ

What did EPR (EPR) CFO Mark Alan Peterson report in this Form 4?

Mark Alan Peterson reported tax-related share delivery, gift transfers, and a share grant. The filing shows 16,965 shares delivered for tax obligations, gift transfers totaling 40,136 shares, and a grant of 8,690 long-term incentive shares, along with updated direct and indirect holdings.

How many EPR (EPR) shares were used to satisfy tax obligations by the CFO?

Peterson delivered 16,965 Common Shares of Beneficial Interest at $49.90 per share. These shares were assigned to the company in a transaction classified as payment of tax liability by delivering securities, linked to the vesting of equity awards rather than an open-market sale.

What gift transfers of EPR (EPR) shares were recorded for Mark Peterson?

Gift transactions totaled 40,136 Common Shares of Beneficial Interest. Two bona fide gift entries of 20,068 shares each were reported, with one reflected as indirect ownership through the Jill J. Peterson Rev. Trust, which holds 208,775 shares following the transfers.

What long-term incentive award did EPR (EPR) grant to its CFO?

Peterson received a grant of 8,690 Common Shares of Beneficial Interest. The shares were granted at zero price as long-term incentive compensation and are described as vesting in four annual installments beginning January 1, 2027, increasing his reported equity-based compensation.

How many EPR (EPR) shares does Mark Peterson hold after these transactions?

Peterson holds 47,741 EPR common shares directly after the reported activity. In addition, an indirect position of 208,775 shares is shown through the Jill J. Peterson Rev. Trust, reflecting both direct and trust-based exposure to EPR PROPERTIES equity.

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Accepted by SEC EDGAR 01/06/2026 - 04:17 PM 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).

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.