Form 4: EPR Properties Executive Sells Shares Under Pre-Arranged Trading Plan

Gregory E. Zimmerman, EVP & Chief Investment Officer of EPR Properties, sold 7,500 common shares for approximately $437,784 under a pre-arranged Rule 10b5-1 trading plan.

Summary

• Gregory E. Zimmerman, the Executive Vice President and Chief Investment Officer of EPR Properties, reported a sale of 7,500 common shares of beneficial interest.
• The transaction occurred on July 1, 2025, with shares sold at a price of $58.3712 per share, totaling approximately $437,784.
• Following this transaction, Mr. Zimmerman beneficially owns 103,877 shares, including shares held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015.
• The sale was executed pursuant to a Rule 10b5-1 trading plan, which was previously adopted by Mr. Zimmerman on March 19, 2025.

Sentiment

Score: 5

Explanation: The document reports a routine, pre-planned insider stock sale under a Rule 10b5-1 plan, which is generally considered a neutral event as it's for personal financial management rather than a signal about the company's immediate prospects.

Negatives

• An executive, Gregory E. Zimmerman, sold 7,500 common shares of the company, reducing his direct beneficial ownership.

Industry Context

This Form 4 filing is a routine disclosure of an insider stock transaction and does not provide broader industry context or trends.

Stakeholder Impact

• Shareholders: The sale by an executive slightly reduces insider ownership, but its pre-planned nature under a 10b5-1 plan typically mitigates concerns about its signaling effect.

Key Dates

Keywords

EPR Properties, Gregory E. Zimmerman, Insider Sale, Form 4, 10b5-1 Plan, Beneficial Ownership, Stock Transaction, Executive Compensation