undamentalytics Newsletter

EPR Properties insider trading

Every open-market purchase and sale by EPR Properties's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
EPR Properties insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following EPR Properties’s insiders pay?

From March 12, 2010 to August 7, 2026, 20 insiders reported 6 open-market purchases and 81 sales not made under a pre-set plan in EPR Properties. Twelve months after each purchase was reported, the shares were −2.4% against the S&P 500 on average (median −6.2%), over 6 purchases with a full year of prices; 33% beat the index. After sales, the shares moved −6.4% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on July 31, 2013 into $21,644 by November 2, 2026, +6.0% a year. It held shares 25% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $23,423 (+6.6% a year), and held throughout $56,055 (+13.9%).

$0$20.0k$40.0k$60.0k 2013201520172019202120232025 $56.1k$23.4k$21.6k
Copying EPR Properties's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by EPR Properties's insiders from July 31, 2013, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 25% of the time.
EPR Properties: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Earnest Morgan G II SVP & CIO 1 −22.0% (1) 0% 15 +12.8% (15) March 18, 2016
Peterson Mark Alan EVP & Chief Financial Officer 0 — — 12 −1.4% (12) March 18, 2025
Brown Peter C Director 1 −14.6% (1) 0% 8 −26.0% (8) December 26, 2023
Mater Tonya L. SVP & Chief Accounting Officer 0 — — 9 −10.9% (9) March 18, 2025
Brain David M. President and CEO 0 — — 8 −8.3% (8) September 10, 2014
Hirons Michael L SVP - Strategy & Asset Mgmt. 0 — — 6 +5.2% (6) March 1, 2016
Sterneck Robin Peppe Director 0 — — 6 −22.4% (5) August 7, 2026
Druten Robert J Director 0 — — 3 −31.2% (3) August 6, 2019
Newman Jack A Jr Director 1 +8.6% (1) 100% 2 −13.3% (2) December 15, 2020
Johnson Gwendolyn Mary SVP - Asset Management 0 — — 2 +0.5% (2) March 3, 2025
Moriarty Brian Andrew SVP - Corporate Communications 0 — — 2 −11.0% (1) March 16, 2026
Trimberger Lisa G Director 0 — — 2 −28.5% (1) March 11, 2026
Wright Thomas B. III SVP of HR & Administration 0 — — 2 −2.4% (2) May 4, 2016
Bloch Thomas M Director 1 −2.7% (1) 0% 0 — July 30, 2013
Brady Barrett Director 0 — — 1 +4.3% (1) March 1, 2016
Evans Craig L. SVP & General Counsel 0 — — 1 −65.4% (1) May 22, 2019
Olson Jim Director 0 — — 1 +0.1% (1) August 31, 2011
Shanks Virginia E Director 1 +25.7% (1) 100% 0 — August 26, 2020
Silvers Gregory K VP, COO, and General Counsel 0 — — 1 +3.5% (1) March 12, 2010
Ziegler Caixia Director 1 −9.6% (1) 0% 0 — June 14, 2022

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded EPR Properties

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of EPR Properties in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 7 selling crowds, +2.6%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
March 31, 20254 selling+2.2%−5.9%−16.3%
May 31, 20194 selling−5.5%−21.3%−66.0%
December 31, 20183 selling+9.4%+1.3%−14.1%
March 31, 20166 selling+19.6%+17.5%−1.2%
December 31, 20153 selling+12.8%+38.4%+17.7%
May 30, 20143 selling+2.4%−1.2%+2.7%
March 28, 20133 selling−4.8%−10.6%−12.9%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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