Welcome to our dedicated page for EPR Properties SEC filings (Ticker: EPR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
EPR Properties filings document the regulatory record of an experiential net lease REIT, including operating results, supplemental operating and financial data, and Regulation FD presentations. The company's 8-K reports also cover annual meeting voting results, material agreements, capital markets transactions, and other events affecting its financing profile.
Proxy and capital-structure filings describe trustee elections, executive compensation, shareholder voting matters, common shares, Series C and Series E cumulative convertible preferred shares, Series G cumulative redeemable preferred shares, senior unsecured notes, shelf registration activity, and distribution agreements for common-share issuance.
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.
A shareholder trust related to EPR has filed a notice of proposed sale of 7,500 shares of common stock through UBS Financial Services, Inc. on the NYSE. The filing lists an aggregate market value of $373,875.00 for this planned sale and states that 76,140,341 common shares were outstanding.
The securities to be sold were acquired from the issuer as compensation, including 4,242 common shares on 12/31/2021 and 3,258 common shares on 12/31/2024. Over the past three months, the Gregory Zimmerman Revocable Trust has already sold 15,000 common shares in two transactions of 7,500 shares each, with gross proceeds of $391,863.75 and $369,095.25.
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 is launching an at-the-market equity program to offer and sell up to $400,000,000 of its common shares from time to time through a group of sales agents and related forward sale arrangements. Shares may be sold on the NYSE or in negotiated transactions, with the company paying sales agents a commission of up to 2.0% of the gross sales price.
The company may also enter into forward sale agreements under which affiliated forward sellers borrow and sell EPR common shares, with EPR expecting to physically settle these contracts later by delivering shares for cash based on the agreed forward sale price. Net proceeds EPR receives from direct sales and from settling any forward agreements are intended for general corporate purposes, including funding its acquisition and build-to-suit pipeline, working capital, and reducing indebtedness such as borrowings under its unsecured revolving credit facility.
EPR Properties entered into a new distribution and forward sale program to offer and sell up to $400,000,000 of its common shares from time to time. The company may sell shares through several major banks acting as agents, directly to them as principals, or via forward sale agreements in which banks borrow and sell shares initially, with EPR typically delivering shares and receiving cash later at agreed forward prices.
EPR will pay sales commissions of up to 2.0% of the gross sales price on both direct sales and forward-related share sales. The company plans to use any net proceeds for general corporate purposes, including funding its acquisition and build-to-suit project pipeline, working capital, and reducing outstanding debt such as borrowings under its unsecured revolving credit facility.
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.