SEC Form 4 · accession 0001045450-16-000178
EPR PROPERTIES · EPR
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Mark Alan Peterson
Officer — EVO and CFO
Period of report
Dec 16, 2016
Accepted (ET)
Dec 21, 2016 · 5:04 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 | Dec 16, 2016 | G | 36 | $71.61 | D | 29,183 | I | Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dates 3/1/06 |
| Common Shares of Beneficial Interest | Dec 19, 2016 | M | 1,986 | $47.20 | A | 84,224 | D | |
| Common Shares of Beneficial InterestF2 | Dec 19, 2016 | F | 1,253 | $71.40 | D | 82,971 | D | |
| Common Shares of Beneficial InterestF3 | Dec 19, 2016 | J | 643 | $0.00 | D | 82,328 | D | |
| Common Shares of Beneficial InterestF3 | Dec 19, 2016 | J | 643 | $0.00 | A | 29,826 | I | Jill J Peterson & Mark A Peterson TTEES Jill J Peterson Rev. Trust U/T/A dates 3/1/06 |
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 Interest | $47.20 | Dec 21, 2016 | M | 1,896 | D | Jan 1, 2012 | Jan 1, 2018 | Common Shares of Beneficial Interest | 1,896 | 38,256 | D |
Explanation of responses
- F1Shares were gifted to a charitable organization.
- F2These shares were assigned to the Company in payment of exercise prices and associated taxes.
- F3These shares were transferred from direct ownership to indirect ownership.