SPG SIMON PROPERTY GROUP INC.

NEUTRAL Impact: 3/10 DEFA14A
Horizon days Filed Apr 28, 2026 Processed 1mo ago SEC 0001104659-26-049997
Proxy solicitation materials
Latest settled — T+20d
SPG-PJ ▲ +0.93% at T+20d
NEUTRAL call ✓ call won +0.93% · α vs SPY -4.54% · entry $53.85 → $54.35
Next anchor: T+60d in 6w
Currently $219.04 · +306.76% from $53.85 entry
Entry anchored
Apr 28, 2026
via day open
T+1d
+0.56%
call +0.56% · α +0.57%
$54.15
settled 6w ago
T+5d
+0.05%
call +0.05% · α -1.65%
$53.88
settled 6w ago
T+20d
+0.93%
call +0.93% · α -4.54%
$54.35
settled 17d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Simon Property Group filed additional definitive proxy soliciting materials urging shareholders to vote FOR the Say-on-Pay Proposal at the May 13, 2026 annual meeting, directly rebutting an ISS recommendation to vote against it. The board argues ISS's negative recommendation is based on a mistaken view of shareholder concerns, which the company says centered on the magnitude of a single transaction-based award, not the program's structure.

Actionable Insight

Monitor the outcome of the May 13 say-on-pay vote; a second consecutive failure could pressure the board toward more substantive compensation changes. The ISS opposition adds uncertainty, but management's engagement narrative may sway institutional holders.

Key Facts

  • Annual meeting scheduled for May 13, 2026.
  • ISS recommended voting against the Say-on-Pay Proposal.
  • Board unanimously recommends voting FOR the Say-on-Pay Proposal.
  • Company states 94% of shareholders originally endorsed the A&R OPI Program.
  • Compensation Committee committed to calibrating future awards under the A&R OPI Program.
  • Last year's say-on-pay vote failed, prompting this year's engagement effort.

Financial Impact

No specific dollar amounts disclosed in this filing.

Risk Factors

  • Second consecutive failed say-on-pay vote could signal governance concerns.
  • ISS opposition may influence other proxy advisors and large institutional holders.
  • Shareholder dissatisfaction with compensation could spill over into other proposals.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-049997
Document: 0001104659-26-049997-index-headers.html0001104659-26-049997
Document: 0001104659-26-049997-index.html0001104659-26-049997
Document: 0001104659-26-049997.txt0001104659-26-049997
4 reports for SPG
Performance horizon

Track record builds as more directional reports settle.

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Reports for SPG — sortable, filterable
Type Now
May 11, 2026
4w ago
8-K
BULLISH ★ 7/10
$54.27 $54.33▲ +0.11%▲ +0.03%$219.04 (+303.61%)
Apr 28, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$53.85 $53.88▲ +0.05%▼ −1.65%$219.04 (+306.76%)
Mar 31, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$186.40 $194.04▲ +4.10%▲ +0.16%$219.04 (+17.51%)
Mar 5, 2026
14w ago
8-K
NEUTRAL ★ 5/10
$194.78 $186.80▼ −4.10%▼ −2.57%$219.04 (+12.46%)
Showing 4 of 4

US Market Status

Market Closed — Opens Mon (47h 34m)

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