Was the EPR (EPR Properties) CFO’s share sale made under a Rule 10b5-1 plan?

Yes. The footnote states the sale was effected under a Rule 10b5-1 trading plan adopted on December 23, 2025. Such pre-arranged plans schedule trades in advance, reducing the significance of short-term market timing for this transaction.

EPR Properties (NYSE: EPR) CFO sells 8,334 shares at $60

Filing Impact

(Very High)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

EPR Properties EVP & Chief Financial Officer Mark Alan Peterson reported an open-market sale of 8,334 Common Shares of Beneficial Interest at $60.00 per share through an indirect trust holding. After the sale, the trust holds 207,750 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: 8,334 shares ($500,040)

Net Sell 1 txn

Insider Peterson Mark Alan

Role EVP & Chief Financial Officer

Sold 8,334 shs ($500K)

Type	Security	Shares	Price	Value
Sale	Common Shares of Beneficial Interest	8,334	$60.00	$500K

Holdings After Transaction: Common Shares of Beneficial Interest — 207,750 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: 8,334 shares Sale price per share: $60.00 per share Shares held after transaction: 207,750 shares +2 more

5 metrics

Shares sold 8,334 shares Open-market sale of Common Shares of Beneficial Interest

Sale price per share $60.00 per share Price for the 8,334-share open-market sale

Shares held after transaction 207,750 shares Indirect trust holdings following the sale

Net shares sold 8,334 shares Net-sell direction in transaction summary

Rule 10b5-1 plan adoption date December 23, 2025 Date CFO adopted trading plan governing this sale

Key Terms

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

4 terms

Rule 10b5-1 trading plan regulatory

"The sales were effected pursuant to a Rule 10b5-1 trading plan previously 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.

Common Shares of Beneficial Interest financial

"Security title is listed as 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.

open-market sale financial

"Transaction action is described as an open-market sale"

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

"Ownership type is classified as indirect through a revocable trust"

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Form 4 Insider Transactions: What Each Field Means →

06/11/2026 - 09:51 AM

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)
06/10/2026

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	06/10/2026		S⁽¹⁾		8,334	D	$60	207,750	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	06/11/2026
	** 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 did EPR (EPR Properties) CFO Mark Peterson do in this Form 4?

EPR Properties’ CFO Mark Alan Peterson reported selling 8,334 Common Shares of Beneficial Interest at $60.00 per share. The transaction was conducted indirectly through a trust account rather than in a personal direct holding, and is disclosed as an open-market sale.

How many EPR (EPR Properties) shares did the CFO sell and at what price?

The CFO reported an open-market sale of 8,334 EPR Properties Common Shares of Beneficial Interest at a price of $60.00 per share. This reflects a single non-derivative transaction disclosed for the stated transaction date in the Form 4 data.

How many EPR (EPR Properties) shares does the CFO’s trust hold after the sale?

Following the reported sale, the indirect trust associated with the CFO holds 207,750 EPR Properties Common Shares of Beneficial Interest. This figure reflects the total shares reported as owned after the transaction in the Form 4 summary of holdings.

Are the EPR (EPR Properties) shares sold held directly by the CFO?

The reported 8,334 shares were held indirectly, titled to Jill J. Peterson and Mark A. Peterson, Trustees of the Jill J. Peterson Revocable Trust. The nature-of-ownership field identifies this as indirect ownership rather than a direct personal account.

Does this EPR (EPR Properties) Form 4 show any option exercises or derivative trades?

No derivative transactions are listed in this Form 4 data. The derivative summary is empty, and the transaction summary shows zero exercise count and exercise shares, indicating no option exercises or other derivative conversions were reported for this date.