Suarez John Peter 4
Research Summary
AI-generated summary
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.