EPR Properties director exercises 5,253 shares
EPR Properties director Lisa G. Trimberger reported routine equity compensation activity.
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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.
Insider Trade Summary
5,253 shares exercised/converted
Exercise
5 txns
Insider
Trimberger Lisa G
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Share Units | 5,253 | $0.00 | $0.00 |
| Grant/Award | Restricted Share Units | 2,358 | $0.00 | $0.00 |
| Grant/Award | Restricted Share Units | 1,965 | $0.00 | $0.00 |
| Grant/Award | Restricted Share Units | 655 | $0.00 | $0.00 |
| Exercise | Common Shares of Beneficial Interest | 5,253 | $0.00 | $0.00 |
Holdings After Transaction:
Restricted Share Units — 4,978 contracts (Direct);
Common Shares of Beneficial Interest — 11,839 shares (Direct)
Footnotes (5)
- F1. Each Restricted Share Unit represents a contingent right to receive one share of the Company's Common Shares of Beneficial Interest.
- F2. 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.
- F3. 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.
- F4. 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.
- F5. 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.
Key Figures
Common shares acquired via exercise: 5,253 shares
Common shares held after transaction: 11,839 shares
New RSU grant 1: 655 units
+4 more
7 metrics
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
Key Terms
Restricted Share Units, 2016 Equity Incentive Plan, Change of Control, Annual Trustee Retainer fee, +1 more
5 terms
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"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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