EPR Properties (NYSE: EPR) CFO-linked trust sells 8,696 shares under 10b5-1 plan

Filing Impact

(Very High)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

EPR Properties executive Mark Alan Peterson, EVP & Chief Financial Officer, reported an indirect open-market sale of 8,696 Common Shares of Beneficial Interest at $57.50 per share. The shares are held through the Jill J. Peterson Revocable Trust. Following the sale, indirect holdings reported for this trust total 216,084 shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 23, 2025, indicating it was scheduled in advance rather than timed discretionarily.

Insider Trade Summary 10b5-1

Net Seller: 8,696 shares ($500,020)

Net Sell 1 txn

Insider Peterson Mark Alan

Role EVP & Chief Financial Officer

Sold 8,696 shs ($500K)

Type	Security	Shares	Price	Value
Sale	Common Shares of Beneficial Interest	8,696	$57.50	$500K

Holdings After Transaction: Common Shares of Beneficial Interest — 216,084 shares (Indirect, Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust)

Footnotes (1)

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Key Figures

Shares sold: 8,696 shares Sale price: $57.50 per share Indirect holdings after sale: 216,084 shares +1 more

4 metrics

Shares sold 8,696 shares Open-market sale on May 7, 2026

Sale price $57.50 per share Common Shares of Beneficial Interest

Indirect holdings after sale 216,084 shares Trust-held shares following transaction

Net shares sold 8,696 shares Net-sell direction in transaction summary

Key Terms

Common Shares of Beneficial Interest, Rule 10b5-1 trading plan, open-market sale, indirect ownership

4 terms

Common Shares of Beneficial Interest financial

"reported an indirect open-market sale of 8,696 Common Shares of Beneficial Interest"

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.

Rule 10b5-1 trading plan regulatory

"sales were effected pursuant to a Rule 10b5-1 trading plan adopted"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

open-market sale financial

"reported an indirect open-market sale of 8,696 Common Shares"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

indirect ownership financial

"the shares are held through the Jill J. Peterson Revocable Trust indicating indirect ownership"

Form 4 Insider Transactions: What Each Field Means →

05/11/2026 - 04:24 PM

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

MISSOURI

64106

(City)

(State)

(Zip)

UNITED STATES

(Country)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/07/2026

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

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

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

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Shares of Beneficial Interest	05/07/2026		S⁽¹⁾		8,696	D	$57.5	216,084	I	Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person on December 23, 2025.

Remarks:

	/s/ Angela M. Whittaker, Attorney-in-Fact for Mark A. Peterson	05/11/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did EPR (EPR) report in this Form 4?

EPR reported an indirect open-market sale of 8,696 Common Shares of Beneficial Interest at $57.50 per share. The transaction is associated with EVP & Chief Financial Officer Mark Alan Peterson through the Jill J. Peterson Revocable Trust.

How many EPR (EPR) shares did the CFO-linked trust sell and at what price?

The trust linked to EPR’s CFO sold 8,696 Common Shares of Beneficial Interest at $57.50 per share. This was an open-market sale and is classified in the filing with transaction code “S” for sale.

What are the CFO’s remaining indirect EPR (EPR) holdings after this sale?

After the reported sale, indirect holdings for the Jill J. Peterson Revocable Trust total 216,084 Common Shares of Beneficial Interest. This figure reflects the position reported in the Form 4 following the 8,696-share open-market disposition.

Was the EPR (EPR) insider sale made under a Rule 10b5-1 trading plan?

Yes. The Form 4 footnote states the sales were effected pursuant to a Rule 10b5-1 trading plan adopted on December 23, 2025. Such pre-arranged plans schedule trades in advance, reducing the significance of trade timing.

Who legally holds the EPR (EPR) shares involved in this Form 4?

The sold shares are held indirectly through the “Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust.” This trust is listed as the nature of ownership, indicating the transaction relates to trust-held shares rather than direct personal holdings.

What does transaction code “S” mean in the EPR (EPR) Form 4 filing?

Transaction code “S” in the Form 4 indicates a sale in an open market or private transaction. For this EPR filing, it describes the trust’s disposition of 8,696 Common Shares of Beneficial Interest at $57.50 per share.