Form 4: EPR CFO Peterson Reports Share Transactions

EPR Properties' EVP & CFO Mark Alan Peterson reported multiple transactions involving common shares, including grants, tax withholdings, and a transfer to a trust.

Summary

• Mark Alan Peterson, Executive Vice President and Chief Financial Officer of EPR Properties, reported several transactions involving the company's common shares of beneficial interest.
• On February 23, 2026, Peterson acquired 30,393 common shares, issued in lieu of a cash bonus, which will vest in three annual installments starting January 1, 2027.
• Peterson also acquired 45,922 common shares on February 23, 2026, pursuant to the 2023 Performance Share Plan.
• To satisfy tax withholding obligations related to an unrestricted equity award, Peterson disposed of 20,826 common shares on the same date.
• A transfer of 25,096 common shares was made by Peterson to a trust (Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust), resulting in a disposition from direct ownership and an acquisition under indirect ownership.
• Following these transactions, Peterson directly beneficially owns 78,134 common shares and indirectly beneficially owns 233,871 common shares through the trust.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a generally neutral to slightly positive filing, reflecting routine executive compensation and personal estate planning rather than significant market-moving activity. The grants indicate continued alignment of executive interests with shareholders.

Positives

• The EVP & CFO received a grant of 30,393 common shares in lieu of a cash bonus, demonstrating continued equity-based compensation.
• An additional 45,922 common shares were issued to the EVP & CFO under the 2023 Performance Share Plan, aligning executive incentives with company performance.

Negatives

• 20,826 common shares were disposed of to cover tax withholding obligations, reducing direct beneficial ownership.
• 25,096 common shares were transferred from direct ownership to a trust, changing the form of beneficial ownership.

Future Outlook

The 30,393 common shares issued in lieu of a cash bonus are scheduled to vest in three annual installments, commencing on January 1, 2027.

Industry Context

StockSavvy.ai notes that insider transaction filings like Form 4 provide transparency into executive holdings, which can sometimes signal management's confidence or personal financial planning. These specific transactions are largely compensation-related and a personal estate planning transfer, which are common occurrences for executives in publicly traded companies.

Stakeholder Impact

• Shareholders: The grants of shares to the EVP & CFO align management's interests with shareholder value creation. The dispositions are routine for tax purposes or personal estate planning and do not indicate a lack of confidence.

Next Steps

• Vesting of 30,393 common shares in three annual installments, beginning January 1, 2027.

Key Dates

Keywords

EPR Properties, EPR, Form 4, Insider Transaction, Beneficial Ownership, Executive Compensation, Stock Grant, Performance Share Plan, Trust Transfer, Tax Withholding