STOCK TITAN

EPR Properties (EPR) SVP Johnson details tax share surrender and new awards

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

EPR Properties senior vice president of asset management Gwendolyn M. Johnson reported several equity transactions in EPR common shares on 01/02/2026. The filing shows that 3,652 common shares of beneficial interest were surrendered to the company to cover tax withholding tied to vesting equity awards at a price of $49.9 per share. It also records a transfer of 7,997 shares from Johnson to the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022, with a matching acquisition of those shares by the trust.

In addition, Johnson received 5,073 common shares of beneficial interest issued in lieu of a cash bonus, which will vest in three annual installments beginning January 1, 2027. She was also granted 4,562 common shares of beneficial interest as long-term incentive compensation, vesting in four annual installments beginning January 1, 2027. Following these transactions, Johnson reported direct and indirect ownership positions in EPR common shares.

Positive

  • None.

Negative

  • None.
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*
Johnson Gwendolyn Mary

(Last) (First) (Middle)
909 WALNUT ST
STE 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)
SVP - Asset Management
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) 3,652 D $49.9 22,258 D
Common Shares of Beneficial Interest 01/02/2026 G(2) 7,997 D $0 14,261 D
Common Shares of Beneficial Interest 01/02/2026 G(2) 7,997 A $0 16,213 I Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022
Common Shares of Beneficial Interest 01/02/2026 A(3) 5,073 A $0 19,334 D
Common Shares of Beneficial Interest 01/02/2026 A(4) 4,562 A $0(4) 23,896 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. At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2027.
4. 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 Gwendolyn M. Johnson 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

What insider activity did EPR (EPR) report for Gwendolyn M. Johnson on January 2, 2026?

The report shows several transactions on 01/02/2026, including shares surrendered for tax withholding, a transfer of shares to a trust, and new share grants issued in lieu of cash bonus and as long-term incentive compensation.

How many EPR Properties shares did Gwendolyn M. Johnson surrender for taxes?

She surrendered 3,652 common shares of beneficial interest to the company to satisfy tax withholding obligations related to vesting equity awards at a price of $49.9 per share.

What trust-related transaction involving EPR (EPR) shares was disclosed?

The filing states that 7,997 common shares of beneficial interest were transferred by Gwendolyn M. Johnson to the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022, with the same number of shares acquired by the trust.

What EPR share award did Gwendolyn M. Johnson receive instead of a cash bonus?

At her election, she received 5,073 common shares of beneficial interest in lieu of a cash bonus. These shares vest in three annual installments beginning January 1, 2027.

What long-term incentive EPR equity grant was reported for Gwendolyn M. Johnson?

She was granted 4,562 common shares of beneficial interest as long-term incentive compensation. These shares vest in four annual installments beginning January 1, 2027.

Does the Form 4 indicate Gwendolyn M. Johnson is an officer of EPR Properties?

Yes. The filing identifies her relationship to the issuer as an officer, with the title SVP - Asset Management.

EPR Properties

NYSE:EPR

EPR Rankings

EPR Latest News

EPR Latest SEC Filings

EPR Stock Data

4.04B
74.48M
2.15%
82.02%
6.38%
REIT - Specialty
Real Estate Investment Trusts
Link
United States
KANSAS CITY