| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EPR | Common Shares of Beneficial Interest | Award | $0 | +26.6K | +83.55% | $0.00 | 58.5K | Feb 26, 2024 | Direct | F1 |
| transaction | EPR | Common Shares of Beneficial Interest | Award | $0 | +8.47K | +14.49% | $0.00 | 67K | Feb 26, 2024 | Direct | F2 |
| transaction | EPR | Common Shares of Beneficial Interest | Award | $0 | +49.1K | +73.31% | $0.00 | 116K | Feb 26, 2024 | Direct | F3 |
| transaction | EPR | Common Shares of Beneficial Interest | Tax liability | -$950K | -22.2K | -19.1% | $42.87 | 93.9K | Feb 26, 2024 | Direct | F4 |
| transaction | EPR | Common Shares of Beneficial Interest | Gift | $0 | -26.9K | -28.68% | $0.00 | 67K | Feb 27, 2024 | Direct | F5 |
| transaction | EPR | Common Shares of Beneficial Interest | Gift | $0 | +26.9K | +56.14% | $0.00 | 74.9K | Feb 27, 2024 | Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015 | F5 |
| Id | Content |
|---|---|
| F1 | At the election of the Reporting Person, the Common Shares of Beneficial Interest were issued in lieu of cash bonus and vest in three annual installments, beginning January 1, 2025. |
| F2 | The 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, 2025. |
| F3 | The Common Shares of Beneficial Interest were issued pursuant to the 2021 Performance Share Plan. |
| F4 | The Common Shares of Beneficial Interest were assigned to the Company to satisfy the reporting person's tax withholding obligations in connection with the issuance of unrestricted equity awards. |
| F5 | This transaction involved a transfer of securities by the reporting person to a trust. |