Form 4: EPR CFO Peterson Reports Share Transactions

EPR Properties' EVP & CFO Mark Alan Peterson disclosed multiple transactions involving common shares, including tax-related dispositions and a long-term incentive grant.

Summary

• EPR Properties' EVP & Chief Financial Officer, Mark Alan Peterson, reported several transactions on January 2, 2026.
• Peterson disposed of 16,965 common shares at $49.9 per share to cover tax withholding obligations related to equity award vesting.
• He transferred 20,068 common shares to a trust, resulting in an indirect beneficial ownership for the trust.
• Peterson also received a grant of 8,690 common shares as long-term incentive compensation.
• These incentive shares will vest in four annual installments, commencing January 1, 2027.
• Following these transactions, Peterson directly owns 47,741 common shares and indirectly owns 208,775 common shares through the Jill J. Peterson Rev. Trust.

Sentiment

Score: 6

Explanation: The filing reports routine insider transactions, including both dispositions for tax purposes and a new grant of long-term incentive compensation, which is a positive for management alignment. The overall sentiment is slightly positive due to the incentive grant, but largely neutral as these are expected activities.

Positives

• Grant of 8,690 common shares as long-term incentive compensation, aligning management interests with shareholder value.

Negatives

• Disposition of 16,965 common shares at $49.9 to satisfy tax withholding obligations.
• Transfer of 20,068 common shares from direct ownership to a trust.

Future Outlook

The long-term incentive compensation granted to the EVP & CFO is scheduled to vest in four annual installments, beginning January 1, 2027, indicating a future commitment to the company's performance.

Industry Context

These are routine insider transactions for a publicly traded company, reflecting standard compensation practices and personal financial planning for executives. They do not inherently indicate broader industry trends or competitive positioning.

Corporate Governance

Related Party Transactions

• Transfer of 20,068 common shares to the Jill J. Peterson Rev. Trust, where Jill J. Peterson and Mark A. Peterson are TTEES (Trustees).

Stakeholder Impact

• Shareholders: Increased transparency regarding executive shareholdings and trading activities.
• Management: Alignment of interests through long-term incentive compensation.
• Regulatory Bodies: Compliance with Section 16(a) of the Securities Exchange Act of 1934.

Next Steps

• Vesting of 8,690 common shares in four annual installments, commencing January 1, 2027.

Key Dates

Recommendation

This Form 4 filing details routine insider transactions by a company executive, including the disposition of shares for tax obligations and the grant of new long-term incentive compensation. While the incentive grant is a positive for management alignment, these transactions are standard and do not provide sufficient new information to warrant a change in investment recommendation. Investors should consider broader company fundamentals and market conditions.

Keywords

EPR Properties, Mark Alan Peterson, SEC Form 4, Insider Trading, Share Transactions, Equity Awards, CFO, Beneficial Ownership, Stock Grant, Tax Withholding