STOCK TITAN

EPR Properties (NYSE: EPR) grants Trimberger 4,978 RSUs vesting 2027

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

EPR Properties director Lisa G. Trimberger reported routine equity compensation activity. She exercised Restricted Share Units into 5,253 Common Shares of Beneficial Interest, bringing her direct common share holdings to 11,839 shares.

She also received new awards of 655, 1,965 and 2,358 Restricted Share Units under EPR’s 2016 Equity Incentive Plan, totaling 4,978 units. According to the plan, these units generally vest on the earlier of June 1, 2027 or a defined Change of Control, and each unit settles into one common share, largely in lieu of her cash trustee and chair retainers.

Positive

  • None.

Negative

  • None.
Insider Trimberger Lisa G
Role null
Type Security Shares Price Value
Exercise Restricted Share Units 5,253 $0.00 --
Grant/Award Restricted Share Units 2,358 $0.00 --
Grant/Award Restricted Share Units 1,965 $0.00 --
Grant/Award Restricted Share Units 655 $0.00 --
Exercise Common Shares of Beneficial Interest 5,253 $0.00 --
Holdings After Transaction: Restricted Share Units — 0 shares (Direct, null); Common Shares of Beneficial Interest — 11,839 shares (Direct, null)
Footnotes (1)
  1. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest. Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant. Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest. Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan in lieu of the reporting person's chairperson retainer fees. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
Common shares acquired via exercise 5,253 shares Restricted Share Units converted into Common Shares of Beneficial Interest
Common shares held after transaction 11,839 shares Direct holdings following the June 1, 2026 transactions
New RSU grant 1 655 units Restricted Share Units under 2016 Equity Incentive Plan
New RSU grant 2 1,965 units Restricted Share Units under 2016 Equity Incentive Plan
New RSU grant 3 2,358 units Restricted Share Units under 2016 Equity Incentive Plan
Total RSUs after filing 4,978 units Restricted Share Units reported as directly held after grants
RSU vesting date June 1, 2027 Earlier of this date or Change of Control
Restricted Share Units financial
"Each Restricted Share Unit represents a contingent right to receive one share"
Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.
2016 Equity Incentive Plan financial
"issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan"
Change of Control financial
"vesting date ... is the earlier of (a) June 1, 2027, or (b) a Change of Control"
A change of control occurs when the ownership or management of a company shifts significantly, such as through a sale, merger, or acquisition, resulting in new leadership or ownership structure. This change can impact the company's direction and decision-making, which is important for investors because it may affect the company's stability, strategy, and future prospects.
Annual Trustee Retainer fee financial
"Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee"
chairperson retainer fees financial
"issued to the reporting person ... in lieu of the reporting person's chairperson retainer fees"
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SEC Form 4
FORM 4UNITED 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*
Trimberger Lisa G

(Last)(First)(Middle)
C/O CORPORATE OFFICE PROPERTIES TRUST
6711 COLUMBIA GATEWAY DRIVE, SUITE 300

(Street)
COLUMBIA MARYLAND 21046

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Shares of Beneficial Interest06/01/2026M5,253A(1)11,839D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Share Units(1)06/01/2026M5,25306/01/202606/01/2026Common Shares of Beneficial Interest5,253$00D
Restricted Share Units(2)06/01/2026A2,358 (3) (3)Common Shares of Beneficial Interest2,358$02,358D
Restricted Share Units(4)06/01/2026A1,965 (3) (3)Common Shares of Beneficial Interest1,965$04,323D
Restricted Share Units(5)06/01/2026A655 (3) (3)Common Shares of Beneficial Interest655$04,978D
Explanation of Responses:
1. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
2. Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan as a part of the Company's annual trustee compensation program. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
3. Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) June 1, 2027, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant.
4. Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.
5. Restricted Share Units were issued to the reporting person pursuant to the Company's 2016 Equity Incentive Plan in lieu of the reporting person's chairperson retainer fees. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
Remarks:
/s/ Angela M. Whittaker, Attorney-in-Fact for Lisa G. Trimberger06/02/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transactions did EPR (EPR) director Lisa Trimberger report?

Lisa Trimberger reported exercising 5,253 Restricted Share Units into Common Shares and receiving three new Restricted Share Unit grants totaling 4,978 units. All transactions were equity awards or exercises, with no open-market share purchases or sales disclosed in this filing.

How many EPR (EPR) common shares does Lisa Trimberger hold after these transactions?

After exercising equity awards, Lisa Trimberger holds 11,839 Common Shares of Beneficial Interest directly. These shares reflect her position following the 5,253-share conversion from Restricted Share Units reported as of the stated transaction date in the Form 4 filing.

What new Restricted Share Units did EPR (EPR) grant to Lisa Trimberger?

EPR granted Lisa Trimberger three blocks of Restricted Share Units: 655, 1,965 and 2,358 units, totaling 4,978. Each Restricted Share Unit represents a contingent right to receive one EPR common share, issued under the company’s 2016 Equity Incentive Plan as part of trustee compensation.

When do Lisa Trimberger’s new EPR (EPR) Restricted Share Units vest?

The new Restricted Share Units generally vest on the earlier of June 1, 2027 or a Change of Control as defined in EPR’s 2016 Equity Incentive Plan. Once vested, the units settle into common shares according to settlement instructions provided at the grant date.

Are Lisa Trimberger’s EPR (EPR) awards part of a compensation program?

Yes. Footnotes state the Restricted Share Units were issued under EPR’s 2016 Equity Incentive Plan as part of the annual trustee compensation program and in lieu of annual trustee and chairperson retainer fees, replacing certain cash payments with stock-based awards.

Did the EPR (EPR) Form 4 show any insider share sales by Lisa Trimberger?

No. The Form 4 only reports equity award grants and the exercise or conversion of Restricted Share Units into common shares. The transaction summary shows no share sales, gifts, or tax-withholding dispositions, indicating solely acquisition-type transactions in this filing.