SEC Form 4 · accession 0001045450-17-000008
EPR PROPERTIES · EPR
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Mark Alan Peterson
Officer — EVP & CFO
Period of report
Jan 1, 2017
Accepted (ET)
Jan 4, 2017 · 2:19 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 Interest | Jan 3, 2017 | M | 7,586 | $71.88 | A | 57,236 | D | |
| Common Shares of Beneficial InterestF1 | Jan 3, 2017 | F | 6,256 | $71.88 | D | 50,980 | D | |
| Common Shares of Beneficial InterestF2 | Jan 3, 2017 | J | 1,330 | $0.00 | D | 49,650 | D | |
| Common Shares of Beneficial InterestF2 | Jan 3, 2017 | J | 1,330 | $0.00 | A | 47,753 | I | Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust U/T/A dtd 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Common Shares of Beneficial InterestF3 | $47.20 | Jan 3, 2017 | M | 7,586 | D | Jan 1, 2012 | Jan 1, 2018 | Common Shares of Beneficial Interest | 7,586 | 30,670 | D |
Explanation of responses
- F1These shares were assigned to the Company in payment of exercise prices and associated taxes.
- F2These shares were transferred from direct ownership to indirect ownership.
- F3The transaction reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.