EPR EVP Zimmerman reports tax and gift share moves

EPR Properties executive Gregory E. Zimmerman reported share disposals tied to taxes and estate planning rather than open-market sales.

Rhea-AI Filing Summary

EPR Properties executive Gregory E. Zimmerman reported share disposals tied to taxes and estate planning rather than open-market sales. On March 2, 2026, he surrendered 16,451 Common Shares of Beneficial Interest at $59.41 per share to the company to satisfy tax withholding on vesting equity awards.

Zimmerman also completed bona fide gift transfers involving 20,066 shares, moving them from his direct ownership into the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, which then held 108,868 shares indirectly. Following these moves, his directly held position was reported as zero shares.

Insider Trade Summary

40,132 shares gifted

Gift 3 txns

Insider Zimmerman Gregory E

Role EVP & Chief Investment Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Shares of Beneficial Interest	16,451	$59.41	$977K
Gift	Common Shares of Beneficial Interest	20,066	$0.00	$0.00
Gift	Common Shares of Beneficial Interest	20,066	$0.00	$0.00

Holdings After Transaction: Common Shares of Beneficial Interest — 0 shares (Direct); Common Shares of Beneficial Interest — 108,868 shares (Indirect, Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015)

Footnotes (2)

1. F1. 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. F2. This transaction involved a transfer of securities by the reporting person to a trust.

FAQ

What insider transactions did EPR (EPR) report for Gregory E. Zimmerman?

Gregory E. Zimmerman reported disposing of shares through tax withholding and gifts. He delivered 16,451 EPR common shares to cover tax obligations and transferred 20,066 shares as a bona fide gift into his revocable trust.

Were any of Gregory E. Zimmerman’s EPR (EPR) transactions open-market sales?

No, the filing shows no open-market sales. Shares were surrendered to EPR Properties for tax withholding on vesting equity awards and transferred as bona fide gifts to a revocable trust associated with Zimmerman.

How many EPR (EPR) shares did Zimmerman use to satisfy tax withholding?

Zimmerman used 16,451 Common Shares of Beneficial Interest to satisfy tax withholding obligations. These shares were assigned back to EPR Properties at a reported value of $59.41 per share in connection with the vesting of equity awards.

What happened to Gregory E. Zimmerman’s directly owned EPR (EPR) shares?

After the reported transactions, Zimmerman’s directly held EPR shares declined to zero. A 20,066-share gift transfer shifted his direct holdings into a revocable trust, which then reported indirect ownership of 108,868 EPR common shares.

How many EPR (EPR) shares are held through Gregory E. Zimmerman’s revocable trust?

The filing reports 108,868 EPR common shares held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust. This reflects a bona fide gift transfer of 20,066 shares from Zimmerman’s direct ownership into the trust.

What types of insider transaction codes were used in the EPR (EPR) filing?

The filing shows code F for a tax-withholding disposition and code G for bona fide gifts. Code F covered tax obligations on vesting equity awards, while the G transactions transferred 20,066 shares from direct ownership into Zimmerman’s revocable trust.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 03/03/2026 - 11:39 AM Learn about SEC filing dates

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).

X

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^*

Zimmerman Gregory E

(Last) (First) (Middle)

909 WALNUT, SUITE 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)
	EVP & Chief Investment Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026

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	03/02/2026		F(1)		16,451	D	$59.41	20,066	D
Common Shares of Beneficial Interest	03/02/2026		G(2)		20,066	D	$0	0	D
Common Shares of Beneficial Interest	03/02/2026		G(2)		20,066	A	$0	108,868	I	Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015

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.

Remarks:

	/s/ Angela M. Whittaker, Attorney-in-Fact for Gregory E. Zimmerman	03/03/2026
	** 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.