Form 4: EPR Properties Executive Gregory Zimmerman Reports Share Transactions
SEC Filing
Gregory Zimmerman, EVP & Chief Investment Officer of EPR Properties, reports disposition and acquisition of common shares due to tax obligations and trust transfers.
Summary
- Gregory Zimmerman, EVP & Chief Investment Officer of EPR Properties, filed a Form 4 detailing changes in beneficial ownership.
- On January 2, 2025, Zimmerman disposed of 13,675 common shares to satisfy tax withholding obligations related to vesting equity awards at a price of $44.28 per share.
- Also on January 2, 2025, Zimmerman transferred 16,275 shares to a trust.
- Following these transactions, Zimmerman directly owns 53,294 shares and indirectly owns 91,176 shares through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015.
Sentiment
Score: 5
Explanation: The sentiment is neutral as the filing reflects routine transactions related to tax obligations and trust management, with no indication of significant positive or negative implications for the company.
Industry Context
Form 4 filings are standard practice and provide transparency into the transactions of company insiders, allowing investors to track executive sentiment and potential alignment with company performance.
Key Dates
| Date | Description |
|---|---|
| June 2, 2015 | Date of the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust |
| January 2, 2025 | Date of share disposition for tax obligations and transfer to trust |
| January 3, 2025 | Date of signature for the Form 4 filing |
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