Form 4: EPR Properties SVP Tonya L. Mater Reports Changes in Beneficial Ownership

Tonya L. Mater, SVP & Chief Accounting Officer of EPR Properties, reports acquisition and disposal of common shares of beneficial interest.

Summary

• Tonya L. Mater, SVP & Chief Accounting Officer of EPR Properties, filed a Form 4 detailing changes in beneficial ownership.
• On February 24, 2025, Mater acquired 6,066 common shares of beneficial interest in lieu of a cash bonus, vesting in three annual installments starting January 1, 2026.
• An additional 1,958 common shares were granted as long-term incentive compensation, vesting in four annual installments beginning January 1, 2026.
• Mater also acquired 9,385 common shares pursuant to the 2022 Performance Share Plan.
• 4,256 common shares were disposed of to satisfy tax withholding obligations related to the equity award issuance.
• Following these transactions, Mater beneficially owns 49,947 common shares of EPR Properties.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive. The acquisitions of shares through compensation plans indicate confidence, while the disposal for tax obligations is a standard procedure.

Positives

• The acquisition of shares in lieu of a cash bonus and as long-term incentive compensation suggests confidence in the company's future performance.
• The vesting schedules for the acquired shares (starting January 1, 2026) align Mater's interests with the long-term success of EPR Properties.

Negatives

• The disposal of 4,256 shares to cover tax obligations, while standard practice, slightly reduces Mater's overall holdings.

Future Outlook

The vesting schedules for the acquired shares suggest a long-term commitment by the executive to the company's success.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. These filings are closely watched by investors seeking insights into management's perspective on the company's value and prospects.

Stakeholder Impact

• The transactions may have a minor positive impact on shareholder sentiment, as they reflect insider confidence in the company.

Key Dates