| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EPR | Common Shares of Beneficial Interest | Award | $0 | +27.7K | +63.65% | $0.00 | 71.1K | Feb 26, 2024 | Direct | F1 |
| transaction | EPR | Common Shares of Beneficial Interest | Award | $0 | +9.5K | +13.37% | $0.00 | 80.6K | Feb 26, 2024 | Direct | F2 |
| transaction | EPR | Common Shares of Beneficial Interest | Award | $0 | +52.4K | +65% | $0.00 | 133K | Feb 26, 2024 | Direct | F3 |
| transaction | EPR | Common Shares of Beneficial Interest | Tax liability | -$1.01M | -23.7K | -17.79% | $42.87 | 109K | Feb 26, 2024 | Direct | F4 |
| transaction | EPR | Common Shares of Beneficial Interest | Gift | $0 | -28.7K | -26.28% | $0.00 | 80.6K | Feb 27, 2024 | Direct | F5 |
| transaction | EPR | Common Shares of Beneficial Interest | Gift | $0 | +28.7K | +21.33% | $0.00 | 163K | Feb 27, 2024 | Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust | 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. |