Zimmerman Gregory E 4
4 · EPR PROPERTIES · Filed Mar 3, 2026
Research Summary
AI-generated summary of this filing
EPR Properties EVP Gregory Zimmerman Sells Shares for Tax Withholding
What Happened
Gregory E. Zimmerman, EVP & Chief Investment Officer of EPR Properties (EPR), had 16,451 shares assigned to the company to cover tax withholding related to vesting equity — these were recorded as disposed at $59.41 per share for a total of $977,354. Separately, 20,066 shares were transferred as a gift (recorded at $0.00) to a trust.
Key Details
- Transaction dates: 2026-03-02 (reported on 2026-03-03). Filing appears timely.
- Sale for tax withholding: 16,451 shares @ $59.41 = $977,354 (transaction code F; footnote F1: shares assigned to the company to satisfy tax withholding on vested awards).
- Gift/transfer: 20,066 shares recorded as gift @ $0.00 (transaction code G; footnote F2: transfer of securities to a trust).
- Shares owned after transaction: not specified in the provided extract.
- Codes explained: F = payment of exercise price/tax withholding (common cashless/“sell-to-cover” treatment); G = gift/transfer (does not necessarily reflect trading sentiment).
Context
The 16,451-share action is a routine tax-withholding disposition tied to vesting of equity awards (not an open-market sale for cash). The 20,066-share gift/transfer to a trust is a non-sale transfer and generally should not be interpreted as a market sentiment signal.
Insider Transaction Report
- Tax Payment
Common Shares of Beneficial Interest
[F1]2026-03-02$59.41/sh−16,451$977,354→ 20,066 total - Gift
Common Shares of Beneficial Interest
[F2]2026-03-02−20,066→ 0 total - Gift
Common Shares of Beneficial Interest
[F2]2026-03-02+20,066→ 108,868 total(indirect: By Trust)
Footnotes (2)
- [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.
- [F2]This transaction involved a transfer of securities by the reporting person to a trust.