SEC Form 4 · accession 0001045450-15-000019
EPR PROPERTIES · EPR
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Morgan G Earnest II
Officer — SVP & CIO
Period of report
Feb 20, 2015
Accepted (ET)
Feb 24, 2015 · 4:47 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001045450
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Shares of Beneficial InterestF1 | Feb 20, 2015 | A | 4,806 | $0.00 | A | 68,773 | D | |
| Common Shares of Beneficial InterestF2 | Feb 20, 2015 | A | 16,491 | $0.00 | A | 85,264 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Option to Purchase Common Shares of Beneficial InterestF3 | $61.79 | Feb 20, 2015 | A | 20,857 | A | Jan 1, 2016 | Jan 1, 2026 | Common Shares of Beneficial Interest | 20,857 | 138,528 | D |
Explanation of responses
- F1At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of a cash bonus and vest in three annual installments, beginning January 1, 2016.
- F2The Common Shares of Beneficial Interest were granted to the Reporting Person as long-term incentive compensation and vest in four annual installments, beginning January 1, 2016.
- F3Options vest and become exercisable in four annual installments beginning January 1, 2016.