REG REGENCY CENTERS CORP

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon days Filed May 4, 2026 Processed 1mo ago
Insider cluster: 2 insiders, $9.3M total
Latest settled — T+20d ⚠ clustered
REG ▼ -3.27% at T+20d
NEUTRAL call ✗ call lost -3.27% · α vs SPY -8.91% · entry $78.71 → $76.14
Next anchor: T+60d in 7w
Currently $80.14 · +1.82% from $78.71 entry
Entry anchored
May 1, 03:59 PM ET
via Databento tick
T+1d
+0.13%
call +0.13% · α -0.67%
$78.81
settled 5w ago
T+5d
-1.37%
call -1.37% · α -4.31%
$77.63
settled 5w ago
T+20d
-3.27%
call -3.27% · α -8.91%
$76.14
settled 9d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Executive Chairman Martin Stein Jr. sold $8.64M worth of REG shares and the Western Regional President/CIO sold $627K, totaling $9.27M in open-market sales over two days. This represents 0.065% of REG's $14.3B market cap — a trivial amount that is routine portfolio diversification for a $14.3B REIT. The cluster is not material relative to company size.

Key Financial Metrics

Direction
selling
Total Value
$9.3M
Insiders
3

Actionable Insight

This insider selling cluster is routine for a $14.3B REIT — the $9.27M represents less than 0.1% of market cap and is consistent with normal portfolio rebalancing by the Executive Chairman. No bearish signal. Monitor for any upcoming earnings or operational filings that could provide context, but this cluster alone does not warrant action.

Key Facts

  • Executive Chairman Martin Stein Jr. sold 110,263 shares at $78.40 for $8.64M on 2026-05-04
  • Western Regional President & CIO Nicholas Wibbenmeyer sold 7,927 shares at $79.06 for $627K on 2026-05-05
  • Director Bryce Blair exercised 2,150 derivative shares at $0 (non-cash event, no economic impact)
  • Total open-market sales: $9.27M, representing 0.065% of REG's $14.3B market cap
  • Prior 30-day insider activity: 2 sells totaling $9.3M — this cluster is consistent with normal cadence
  • No insider buying in the cluster

Financial Impact

Total insider selling of $9.27M, or 0.065% of market cap — immaterial

insider ownership

Risk Factors

  • Insider selling at current levels could indicate personal diversification, not a negative view on the company
  • No risk signals from this filing — the dollar amount is trivial relative to market cap

Market Snapshot

Exchange
Nasdaq
Sector
Real Estate Investment Trusts
Analyst Consensus
60% bullish (25 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-REG-1778256850470
5 reports for REG
Performance horizon
Filters
Rows
Reports for REG — sortable, filterable
Type Now
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$78.71 $76.14▼ −3.27%▼ −8.91%$80.14 (+1.82%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$78.71 $76.14▼ −3.27%▼ −8.91%$80.14 (+1.82%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$78.71 $76.14▼ −3.27%▼ −8.91%$80.14 (+1.82%)
Mar 30, 2026
10w ago
Press Release
NEUTRAL ★ 3/10
$75.58 $79.30▲ +4.92%▼ −4.50%$80.14 (+6.03%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$74.38 $80.67▲ +8.46%▲ +0.60%$80.14 (+7.74%)
Showing 5 of 5

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