Form 4: EPR Properties CFO Gifts Shares

EPR Properties' EVP & CFO, Mark Alan Peterson, reported gifting 5,081 common shares of beneficial interest across two transactions in December 2025.

Summary

• Mark Alan Peterson, EVP & Chief Financial Officer of EPR Properties, reported two transactions involving the disposition of common shares.
• On December 12, 2025, 3,000 common shares of beneficial interest were gifted at a price of $49.91 per share.
• On December 15, 2025, an additional 2,081 common shares of beneficial interest were gifted at a price of $50.15 per share.
• Following these transactions, Peterson indirectly beneficially owns 188,707 common shares through the Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust.
• The transactions were made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities of the issuer, intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Sentiment

Score: 5

Explanation: Neutral. The transaction is a gift, not a market sale, and is likely for personal financial planning, thus having a neutral impact on company sentiment.

Industry Context

Insider transactions, particularly gifts, are common and typically reflect personal financial planning rather than a change in company fundamentals or broader industry trends. EPR Properties operates as a real estate investment trust (REIT) specializing in experiential properties.

Related Party Transactions

• Mark Alan Peterson indirectly holds shares through the Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust, indicating a related party relationship for beneficial ownership.

Stakeholder Impact

• Shareholders: The gifting of shares by an executive typically has minimal direct impact on the company's operations or stock price, as it is often for personal financial planning rather than a reflection of company performance or outlook.

Key Dates

Recommendation

The reported transactions are gifts of shares by an executive, likely for personal financial or estate planning purposes, and were conducted under a Rule 10b5-1 plan. These types of transactions do not typically reflect a change in the company's fundamental performance or future prospects. Therefore, a 'hold' recommendation is appropriate as this filing provides no new information to alter an existing investment thesis.

Keywords

EPR Properties, EPR, Form 4, Insider Transaction, Share Disposition, CFO, Mark Alan Peterson, Gift, Trust, 10b5-1 Plan