EPR PROPERTIES·4

Jan 28, 9:47 AM ET

Suarez John Peter 4

4 · EPR PROPERTIES · Filed Jan 28, 2026

Research Summary

AI-generated summary of this filing

Updated

EPR Director John Peter Suarez Exercises RSUs, Gifts 1,564 Shares

What Happened

  • John Peter Suarez, a director of EPR Properties (EPR), had 1,564 Restricted Share Units (RSUs convertable to common shares) settle on January 26, 2026. The RSUs were converted/settled into 1,564 common shares (derivative conversion/exercise) and those 1,564 shares were immediately transferred as a gift to a trust.

Key Details

  • Transaction date: 2026-01-26. Form filed 2026-01-28 (timely).
  • Securities involved: 1,564 RSUs converted to 1,564 common shares (derivative code M), then 1,564 shares transferred as a gift (code G).
  • Reported prices: gifts and the settlement are shown at $0.00 (RSUs settle into shares without cash purchase by the insider).
  • Shares owned after the transaction: not specified in the provided filing.
  • Footnotes: F1 — RSUs were issued in lieu of a prorated Annual Trustee Retainer; each RSU represents a right to one common share. F2 — the transaction involved a transfer to a trust. F3 — vesting conditions are the earlier of the day before the next annual meeting or a change of control; settlement follows the reporting person’s pre-grant instructions.

Context

  • This is an RSU settlement and follow-on gift, not an open-market buy or sale. Gifts are typically estate/planning moves and do not necessarily reflect trading sentiment about the company. The filing indicates conversion/settlement of an award (derivative transaction) and an immediate transfer to a trust rather than a cash sale.

Insider Transaction Report

Form 4
Period: 2026-01-26
Transactions
  • Exercise/Conversion

    Common Shares of Beneficial Interest

    [F1]
    2026-01-26+1,5641,564 total
  • Gift

    Common Shares of Beneficial Interest

    [F2]
    2026-01-261,5640 total
  • Gift

    Common Shares of Beneficial Interest

    [F2]
    2026-01-26+1,5641,564 total(indirect: By Trust)
  • Exercise/Conversion

    Restricted Share Units

    [F1][F3]
    2026-01-261,5644,530 total
    Common Shares of Beneficial Interest (1,564 underlying)
Footnotes (3)
  • [F1]Restricted Share Units were issued to Reporting Person in lieu of the Reporting Persons prorated Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of Companys Common Shares of Beneficial Interest.
  • [F2]This transaction involved a transfer of securities by the reporting person to a trust.
  • [F3]Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of the Company's Common Shares of Beneficial Interest subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the reporting person prior to the date of grant.
Signature
/s/ Angela M. Whittaker, Attorney-in-Fact for John P. Suarez|2026-01-28

Documents

1 file
  • 4
    wk-form4_1769611646.xmlPrimary

    FORM 4