Every Form 4 that EPR Properties (EPR) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow EPR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EPR filings page.
EPR PROPERTIES (EPR) reported that officer Grace Elizabeth, SVP – Human Resources & Admin, had an indirectly held position in Common Shares of Beneficial Interest sell 4,200 shares on August 19, 2026 at $60.57 per share through the Elizabeth Grace Revocable Trust. Following this Rule 10b5-1 plan trade, the trust holds 22,427 shares.
EPR Properties director Robin Peppe Sterneck, through the Robin P. Sterneck Revocable Trust U/A DTD 05/27/2009, reported selling 3,403 common shares of beneficial interest on 2026-08-06 in an open-market or private transaction at a weighted average price of $61.5375 per share, across a range of $61.52–$61.575. After this sale, the trust reported holding 0 shares of this security.
EPR Properties executive Tonya L. Mater, SVP & Chief Accounting Officer, sold a total of 6,692 Common Shares of Beneficial Interest on August 3, 2026 under a Rule 10b5-1 trading plan adopted on December 11, 2025. The sales occurred in two tranches of 3,600 and 3,092 shares at weighted average prices of $61.8159 and $61.7576, with individual trade prices ranging from $61.152 to $62.28.
EPR Properties executive Gwendolyn Mary Johnson, SVP – Asset Management, reported that the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022 sold 1,000 Common Shares of Beneficial Interest on July 17, 2026 at $62.50 per share. After this indirect sale, the trust holds 12,213 shares. The transaction was effected under a Rule 10b5-1 trading plan adopted on March 24, 2026.
EPR PROPERTIES senior vice president of asset management Gwendolyn Mary Johnson reported an open-market sale of 1,000 Common Shares of Beneficial Interest at $60.00 per share. The shares were held indirectly through the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022.
After the sale, the filing shows 13,213 shares indirectly owned by the trust. The transaction was carried out under a pre-arranged Rule 10b5-1 trading plan previously adopted by the reporting person, indicating it was scheduled in advance rather than timed discretionarily.
EPR Properties senior vice president Gwendolyn Mary Johnson reported an open-market sale of 2,000 Common Shares of Beneficial Interest. The shares were sold at a price of $58.11 per share and are held indirectly through the Mark S. Johnson and Gwendolyn M. Johnson Trust dated September 14, 2022.
After this transaction, the trust’s reported holdings are 14,213 common shares. The filing notes the sale was carried out under a previously adopted Rule 10b5-1 trading plan, indicating the trade was pre-scheduled rather than timed discretionarily.
EPR Properties SVP and General Counsel Paul Robert Turvey sold 6,400 common shares of beneficial interest in an open-market transaction at a weighted average price of $58.20 per share. The trades were executed under a pre-arranged Rule 10b5-1 trading plan, and Turvey now holds 46,189 shares directly.
EPR Properties director Robin Peppe Sterneck reported a routine internal transfer of shares. On a single date, she made a bona fide gift of 3,403 Common Shares of Beneficial Interest, moving them from direct ownership into the Robin P. Sterneck Revocable Trust. After the transaction, she holds 3,403 shares indirectly through this trust and no longer holds EPR shares directly. The filing reflects an estate-planning type transfer rather than a market purchase or sale.
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.
Connor James B. reported acquisition or exercise transactions in this Form 4 filing.
EPR Properties director Connor James B. reported compensation-related equity awards rather than open-market trading. On June 1, 2026, he received three grants totaling 4,978 Restricted Share Units (RSUs), each with a grant price of $0.00 per unit.
The RSUs were issued under EPR’s 2016 Equity Incentive Plan as part of the company’s annual trustee compensation program and in lieu of his annual trustee and chairperson retainer fees. Each RSU represents a contingent right to receive one common share of beneficial interest, generally vesting on June 1, 2027 or earlier upon a defined Change of Control, with settlement and delivery instructions provided in advance.
EPR Properties director Robin Peppe Sterneck reported compensation-related equity activity. On June 1, 2026, she exercised 3,403 Restricted Share Units into 3,403 Common Shares of Beneficial Interest and now directly holds 3,403 common shares.
She was also granted 1,965 and 2,358 Restricted Share Units under EPR’s 2016 Equity Incentive Plan as part of the annual trustee compensation and retainer program. These RSUs each represent a right to receive one common share and generally vest on June 1, 2027 or upon a qualifying Change of Control. The filing shows no share sales, only equity awards and an RSU conversion.
EPR Properties director John Peter Suarez reported equity compensation activity and updated holdings. He exercised 1,510 Restricted Share Units into 1,510 Common Shares of Beneficial Interest held directly. He also received two new awards of 1,965 and 2,358 Restricted Share Units under the company’s 2016 Equity Incentive Plan, issued as part of the annual trustee compensation and in lieu of the annual trustee retainer fee.
Following these transactions, Suarez holds 1,510 common shares directly and 1,564 common shares indirectly through The Suarez Family Trust Dated February 13, 2015. He now has 7,343 Restricted Share Units outstanding, each representing a contingent right to receive one common share. The Restricted Share Units generally vest on the earlier of June 1, 2027, or a Change of Control as defined in the plan, with settlement instructions provided by Suarez in advance.
EPR Properties director Peter C. Brown reported equity compensation and an option-like exercise. On June 1, 2026, he exercised 3,518 Restricted Share Units into the same number of Common Shares of Beneficial Interest, bringing his direct common share holdings to 31,193.
He also received two new awards of Restricted Share Units under the company’s 2016 Equity Incentive Plan: 1,048 units as part of the annual trustee compensation program and 2,358 units issued in lieu of his annual trustee retainer fee. Each unit represents a contingent right to receive one common share and generally vests on the earlier of June 1, 2027 or a defined Change of Control.
EPR Properties director William P. Brown reported compensation-related equity activity. He exercised Restricted Share Units to acquire 2,729 Common Shares of Beneficial Interest, leaving him with 2,729 common shares held directly and 1,219 common shares held indirectly through the William Brown Revocable Trust.
Brown also received several new Restricted Share Unit (RSU) grants under EPR’s 2016 Equity Incentive Plan, totaling 4,978 RSUs issued in lieu of his annual trustee and chairperson retainer fees. Each RSU represents a contingent right to one common share, vesting on the earlier of June 1, 2027 or a defined Change of Control.
EPR Properties director Virginia E. Shanks reported compensation-related equity activity. She exercised 6,326 Restricted Share Units into Common Shares of Beneficial Interest and, through several awards, received additional Restricted Share Units as part of her annual trustee and chairperson retainer fees under the 2016 Equity Incentive Plan. Following these transactions, she directly holds 36,853 common shares, and the new Restricted Share Units generally vest on the earlier of June 1, 2027 or a defined Change of Control, giving her future rights to receive additional common shares if vesting conditions are met.
Case John reported acquisition or exercise transactions in this Form 4 filing.
EPR Properties director John Case received two equity awards in the form of Restricted Share Units as part of the company’s annual trustee compensation program and in lieu of his annual trustee retainer fee. The grants cover 1,965 and 2,358 Restricted Share Units, each representing a contingent right to receive one common share of beneficial interest. These awards generally vest on the earlier of June 1, 2027 or a change of control under the company’s 2016 Equity Incentive Plan, with settlement and share delivery following vesting under instructions provided at grant.
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.
EPR Properties director Caixia Ziegler reported equity compensation activity involving common shares and restricted share units (RSUs). She exercised 1,510 RSUs into Common Shares of Beneficial Interest, bringing her direct common share holdings to 17,946 shares after the transaction.
She also received two RSU awards of 1,965 and 2,358 units under EPR Properties’ 2016 Equity Incentive Plan, including RSUs issued as part of the company’s annual trustee compensation program and in lieu of her annual trustee retainer fee. Each RSU represents a contingent right to receive one common share, generally vesting by June 1, 2027 or earlier upon a defined Change of Control.
EPR Properties executive Mark Alan Peterson, EVP & Chief Financial Officer, reported an indirect open-market sale of 8,696 Common Shares of Beneficial Interest at $57.50 per share. The shares are held through the Jill J. Peterson Revocable Trust. Following the sale, indirect holdings reported for this trust total 216,084 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.
EPR Properties EVP & CFO-associated trust sells shares under trading plan
An entity associated with EPR Properties’ EVP & Chief Financial Officer Mark Alan Peterson sold 9,091 Common Shares of Beneficial Interest on April 14, 2026 in an open-market transaction at $55.00 per share.
The shares are held indirectly through the Jill J. Peterson Revocable Trust. After this sale, the trust continued to hold 224,780 common shares. The filing notes the transaction was executed under a previously adopted Rule 10b5-1 trading plan, indicating it was pre-scheduled rather than a discretionary trade.
EPR Properties senior vice president and chief accounting officer Tonya L. Mater sold a total of 4,600 Common Shares of Beneficial Interest in two open-market transactions. She sold 2,000 shares on April 14 at $56.00 per share and 2,600 shares on April 15 at $56.50 per share. After these sales, she directly holds 55,859 common shares. The transactions were carried out under a previously adopted Rule 10b5-1 trading plan, indicating they were pre-scheduled rather than discretionary.
EPR Properties senior vice president of corporate communications Brian Andrew Moriarty reported an open-market sale of 5,000 common shares of beneficial interest at $56.44 per share. After this March 16, 2026 transaction, he directly holds 13,704 common shares.
EPR Properties director Lisa G. Trimberger reported open-market sales of EPR common shares. On March 10, 2026, she sold 6,633 common shares of beneficial interest at an average price of $57.8295 per share.
On the same date, 3,000 additional common shares were sold at $57.3840 per share from indirect holdings titled "JTIC - John R. Trimberger Jr. Trust Lisa G. Trimberger Trust." After these transactions, Trimberger directly holds 6,586 common shares and no indirect shares from this trust.
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.
EPR Properties President and CEO Gregory K. Silvers reported equity compensation and related tax withholding transactions in common shares of beneficial interest. On February 23, 2026, he acquired two grants of 75,975 and 133,107 shares at no cash price as awards designated as stock in lieu of a cash bonus, vesting in three annual installments beginning January 1, 2027, and issued under the 2023 Performance Share Plan. He disposed of 60,364 shares at no cash price that were assigned back to the company solely to satisfy tax withholding obligations connected with an unrestricted equity award. Following these transactions, he reported direct ownership of 977,345 common shares and indirect ownership of 61,554 shares held through a revocable trust.
EPR PROPERTIES EVP & Chief Investment Officer Gregory E. Zimmerman reported a mix of equity awards, tax withholding, and gifts of shares. He acquired 40,960 Common Shares of Beneficial Interest as a grant issued under the 2023 Performance Share Plan. To cover tax withholding on this unrestricted equity award, he assigned 18,452 shares back to the company. He also made bona fide gifts totaling 22,508 shares held directly and 22,508 shares held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015. Following these transactions, he reported 36,517 shares held directly and 88,802 shares held indirectly through the trust.
EPR PROPERTIES executive Mark Alan Peterson reported several stock transactions involving Common Shares of Beneficial Interest. On February 23, 2026, he acquired 30,393 and 45,922 shares as equity awards, issued at his election in lieu of a cash bonus and vesting in three annual installments beginning January 1, 2027. These awards were granted under the 2023 Performance Share Plan. To cover tax withholding on an unrestricted equity award, 20,826 shares were assigned back to the company. He also made bona fide gifts of 25,096 shares directly and transferred another 25,096 shares to a trust associated with him. After these moves, he held 78,134 shares directly and 233,871 shares indirectly through the trust.
Fox Benjamin N reported acquisition or exercise transactions in this Form 4 filing.
EPR Properties executive vice president Benjamin N. Fox received a grant of 28,489 common shares of beneficial interest on February 23, 2026. These shares were issued in lieu of a cash bonus and will vest in three equal annual installments beginning on January 1, 2027.
After this award, Fox directly holds 49,274 common shares. In addition, 2,892 common shares are held indirectly through The Fox Revocable Living Trust, reflecting separate indirect ownership associated with the executive.
EPR Properties senior vice president and chief accounting officer Tonya L. Mater reported equity compensation awards and related tax withholding in company stock. On February 23, 2026, she acquired 10,359 common shares by electing stock instead of a cash bonus, vesting in three annual installments beginning January 1, 2027. She also acquired 9,896 additional common shares issued under the 2023 Performance Share Plan. To cover tax obligations on an unrestricted equity award, 4,488 common shares were assigned back to the company. After these transactions, her directly held common shares increased, with the Form 4 showing updated ownership totals after each step.
EPR Properties insider Paul Robert Turvey, SVP & Associate General Counsel, reported acquiring 14,222 common shares of beneficial interest in a grant or award transaction. The shares were issued at the reporting person's election in lieu of a cash bonus and will vest in three equal annual installments beginning on January 1, 2027. Following this award, Turvey directly holds a total of 52,589 common shares of beneficial interest.
EPR Properties executive Gregory E. Zimmerman, EVP & Chief Investment Officer, reported an indirect sale of company stock through his revocable trust. On February 2, 2026, the trust sold 7,500 Common Shares of Beneficial Interest at $53.8923 per share under a pre-established Rule 10b5-1 trading plan adopted on March 19, 2025.
Following this planned sale, the trust continues to hold 66,294 EPR Properties shares beneficially for Zimmerman.
EPR Properties director John Peter Suarez reported routine equity compensation and an estate-planning transfer. On 01/26/2026, he converted 1,564 restricted share units, issued in lieu of his prorated annual trustee retainer fee, into an equal number of EPR common shares at a stated price of $0.
That same day, Suarez transferred the 1,564 common shares from his direct ownership to The Suarez Family Trust Dated February 13, 2015, changing his holdings from direct to indirect without cash changing hands. After these transactions, he beneficially owned 1,564 common shares indirectly through the trust and 4,530 restricted share units directly.
Gregory E. Zimmerman, EVP & Chief Investment Officer of EPR Properties, reported multiple transactions in Common Shares of Beneficial Interest on January 2, 2026. Activity included an open-market sale of 7,500 indirectly held shares at $50.0717 per share, dispositions of 14,290 directly held shares to satisfy tax withholding obligations related to equity award vesting, and bona fide gift transfers totaling 34,086 shares, including transfers involving a trust. Following these transactions, Zimmerman holds 73,794 shares indirectly through his revocable trust and 36,517 shares directly.
EPR PROPERTIES EVP & Chief Financial Officer Mark Alan Peterson reported several share movements in Common Shares of Beneficial Interest. On January 2, 2026, 16,965 shares were delivered at $49.90 per share to the company to satisfy tax-related obligations, gift transfers totaled 40,136 shares, and a grant of 8,690 shares was recorded as long‑term incentive compensation expected to vest in four annual installments beginning January 1, 2027. Following these transactions, Peterson holds 47,741 common shares directly, and 208,775 shares are held indirectly through the Jill J. Peterson Rev. Trust.
EPR Properties officer Tonya L. Mater, SVP & Chief Accounting Officer, reported insider share transactions dated 01/02/2026. She transferred 4,005 Common Shares of Beneficial Interest to the company at $49.9 per share to cover tax withholding tied to vesting equity awards. On the same date, she received a grant of 1,870 Common Shares of Beneficial Interest at $0 as long-term incentive compensation, which will vest in four annual installments beginning January 1, 2027. After these transactions, she beneficially owned 44,692 Common Shares of Beneficial Interest, all held directly.
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.
EPR Properties reported insider share activity by its President & CEO and director, Gregory K. Silvers, on 01/02/2026. He had 42,456 Common Shares of Beneficial Interest transferred to the company at a price of $49.9 to cover tax withholding tied to vesting of prior equity awards.
On the same date, he received a new grant of 27,949 Common Shares of Beneficial Interest as long-term incentive compensation at a stated price of $0. These shares vest in four annual installments beginning January 1, 2027. After these transactions, he directly beneficially owns 828,627 Common Shares of Beneficial Interest.
EPR Properties insider updates share holdings and equity awards. Senior Vice President of Corporate Communications Brian A. Moriarty reported two transactions in EPR Properties common shares of beneficial interest on 01/02/2026. First, 1,430 shares were surrendered to the company at $49.90 per share to cover tax withholding tied to vesting equity awards. Second, he received a grant of 4,835 shares at $0 as long-term incentive compensation. These granted shares vest in four annual installments beginning January 1, 2027. Following these transactions, he directly holds 18,704 common shares of beneficial interest.
EPR Properties officer Paul R. Turvey, SVP & Associate General Counsel, reported routine equity transactions on 01/02/2026. He disposed of 5,548 Common Shares of Beneficial Interest at $49.9 per share to cover tax withholding obligations tied to vesting equity awards. On the same date, he acquired 4,008 Common Shares of Beneficial Interest at $0 as a long-term incentive compensation grant that will vest in four annual installments beginning January 1, 2027. Following these transactions, Turvey directly beneficially owned 38,367 common shares.
EPR Properties executive Elizabeth Grace reported several share movements and awards. On January 2, 2026, she assigned 5,858 common shares to the company at $49.9 per share to cover tax withholding tied to vesting equity awards. She also transferred 6,749 shares to the Elizabeth Grace Revocable Trust, which then held 26,627 shares indirectly for her.
Grace received new stock-based compensation as well. She was issued 7,623 common shares in lieu of a cash bonus, which vest in three annual installments beginning January 1, 2027. She also received 5,082 common shares as long-term incentive compensation, vesting in four annual installments beginning January 1, 2027. After these transactions, she beneficially owned 27,116 common shares directly, plus the indirect holdings through the trust.
EPR Properties executive Benjamin N. Fox reported several equity transactions in company stock on January 2, 2026. As an executive vice president, he had 1,509 Common Shares of Beneficial Interest withheld and assigned to the company at $49.90 per share to cover tax obligations related to vesting equity awards. He also transferred 2,892 common shares from his direct ownership to The Fox Revocable Living Trust, changing their status from directly to indirectly held. In addition, Fox received a grant of 7,584 common shares as long-term incentive compensation, which will vest in four annual installments beginning January 1, 2027.
EPR Properties executive vice president and chief financial officer Mark A. Peterson reported two insider stock gifts. On December 12, 2025, the account titled “Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust” transferred 3,000 common shares of beneficial interest. On December 15, 2025, the same trust transferred another 2,081 common shares. After these transactions, 188,707 EPR common shares of beneficial interest were reported as indirectly owned through this trust.
EPR Properties executive Gregory E. Zimmerman, EVP & Chief Investment Officer, reported an insider sale of company stock. On 12/01/2025, a revocable trust associated with him sold 7,500 common shares of beneficial interest at a price of $52.2485 per share. After this transaction, the trust continued to hold 64,251 shares, reported as indirectly owned.
The filing notes that the sale was made under a previously adopted Rule 10b5-1 trading plan, which is a pre-arranged program that allows insiders to systematically sell shares over time.
EPR Properties executive vice president and chief investment officer Gregory E. Zimmerman reported a gift of company stock. On 11/26/2025, a trust for his benefit, the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust dated June 2, 2015, disposed of 2,126 common shares of beneficial interest, coded as transaction type "G" (gift), at a stated price of $52.3 per share. Following this transaction, the trust beneficially owns 71,751 shares, reported as indirectly owned. The form was filed as a Form 4 for a single reporting person.
EPR Properties (EPR): EVP & Chief Investment Officer Gregory E. Zimmerman, through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, sold 7,500 common shares on 11/03/2025 at $49.2127 per share, coded S.
The sales were effected under a Rule 10b5-1 trading plan adopted on March 19, 2025. Following the transaction, Zimmerman indirectly beneficially owned 73,877 shares.
Gregory E. Zimmerman, EVP & Chief Investment Officer of EPR Properties (EPR), sold 7,500 common shares on 10/01/2025 at an average price of $58.1153 per share under a pre-established Rule 10b5-1 trading plan dated March 19, 2025. After the sale, Mr. Zimmerman beneficially owns 81,377 shares, held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust dated June 2, 2015. The Form 4 was executed on behalf of Mr. Zimmerman by an attorney-in-fact and reports the transaction as a routine disposition under the trading plan.
EPR Properties director William P. Brown reported paired non-derivative transactions on 09/17/2025 moving a total of 1,219 common shares. The Form 4 shows a disposition of 1,219 shares followed immediately by an acquisition of 1,219 shares at $0, described as a transfer to a revocable trust. After the transactions, 1,219 shares are reported as beneficially owned indirectly through the William Brown Revocable Trust with William P. Brown and Lillian Sorohan as trustees. The filing was signed by an attorney-in-fact on behalf of Mr. Brown on 09/19/2025.