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 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.
Infrastructure Capital Advisors, LLC and related filers reported their holdings of EPR Properties’ 9.00% Series E Cumulative Convertible Preferred Shares. The Virtus InfraCap U.S. Preferred Stock ETF beneficially owns 121,506 shares, representing 3.52% of this preferred class. Infrastructure Capital Advisors and Jay Hatfield each report beneficial ownership of zero shares. The ETF has shared power to vote and dispose of 121,506 shares, while none of the reporting persons has sole voting or dispositive power. The securities are described as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of EPR Properties.
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.
Gregory Zimmerman Revocable Trust has filed notice to sell 7,500 common shares through UBS Financial Services on or around 02/02/2026, with an aggregate market value of $404,192.00 on the NYSE. The filing lists 76,140,341 common shares outstanding.
The 7,500 shares to be sold were acquired from the issuer as compensation on 12/31/2024. Over the prior three months, the trust sold 7,500 common shares on each of 11/03/2025, 12/01/2025, and 01/02/2026, for gross proceeds of $369,095.25, $391,863.75, and $375,537.75, respectively.
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.