Insider Trading April 1, 2026

Simon Property Group Board Member Reinvests Dividends, Buys $68,557 in Stock

Director Larry C. Glasscock acquires 373 shares via dividend reinvestment as board leadership shifts and financing amended

By Hana Yamamoto SPG
Simon Property Group Board Member Reinvests Dividends, Buys $68,557 in Stock
SPG

Larry C. Glasscock, a director at Simon Property Group, bought 373 shares of the REIT’s common stock through dividend reinvestment on March 31, 2026. The purchase, executed at $183.80 per share for a total of $68,557, was connected to restricted stock dividend reinvestment under the company’s 2019 Stock Incentive Plan. The company recently named Glasscock non-executive chairman amid a CEO succession and amended its credit facility.

Key Points

  • Director Larry C. Glasscock purchased 373 shares on March 31, 2026 at $183.80 per share for $68,557 via dividend reinvestment under the 2019 Stock Incentive Plan.
  • After the transaction Glasscock directly owns 44,272 shares; the stock traded at $188.59 at the time of reporting and has a 4.72% dividend yield with 33 consecutive years of payments.
  • Company leadership shifted after the death of David Simon; Eli Simon became CEO and president and Glasscock was named non-executive chairman; the company also amended and extended a $5 billion revolving credit facility.

Summary

Larry C. Glasscock, who serves on the board of Simon Property Group, acquired 373 shares of the company’s common stock on March 31, 2026, according to a Form 4 submitted to the Securities and Exchange Commission. The shares were purchased at $183.80 each for a total of $68,557 through the reinvestment of dividends on restricted stock awarded as non-cash compensation under the Simon Property Group, L.P. 2019 Stock Incentive Plan.


Transaction details

The filing shows the purchase price per share was $183.8 and that, after the transaction, Glasscock directly holds 44,272 shares of Simon Property Group. At the time of reporting, the stock traded at $188.59, a modest increase from Glasscock’s purchase price.


Context within corporate changes

The purchase comes as Simon Property Group undergoes senior leadership changes. Following the passing of David Simon, the company’s chairman, CEO, and president, at age 64, Eli Simon was appointed CEO and president. Concurrently, Larry Glasscock was named non-executive chairman of the board.


Financing and analyst positions

Alongside the leadership transition, the company amended and extended its $5 billion multi-currency unsecured revolving credit facility. The facility now matures on June 30, 2030, with an option to extend for one year. The amendment reduced the interest margin for U.S. Dollar borrowings by 15 basis points to SOFR plus 65 basis points, stated to reflect the company’s current credit ratings.

Following the announcement of David Simon’s death, Barclays, Stifel, and BMO Capital reiterated their ratings on the stock and set price targets at $193.00, $185.00, and $220.00, respectively. Separately, an InvestingPro analysis cited in the filing indicates the stock appears overvalued relative to its Fair Value. The REIT currently offers a dividend yield of 4.72% and has paid dividends for 33 consecutive years.


Ownership and compensation mechanics

The reported purchase was executed through dividend reinvestment of restricted stock awarded as non-cash compensation under the company’s 2019 Stock Incentive Plan. The filing identifies the transaction as related to that plan rather than an open-market buy.


What this record shows

The Form 4 documents a director-level reinvestment of dividends into common shares and confirms post-transaction ownership. It also sits alongside several material corporate developments - a CEO succession, a board leadership change, updated analyst price targets, and an amended credit facility - all disclosed publicly.

Risks

  • The company faces leadership transition risk following the death of its chairman, CEO, and president - this affects corporate governance and market perception, impacting the real estate and REIT sectors.
  • Analyst valuations differ - InvestingPro analysis states the stock appears overvalued relative to Fair Value, introducing valuation risk for equity investors in real estate and financial markets.
  • Changes to the credit facility - while the amendment reduced U.S. Dollar borrowing spreads, the maturity and extension option create financing and liquidity considerations for the company and lenders in the credit markets.

More from Insider Trading

Gevo COO Sells 129,797 Shares as Company Posts Strong Revenue Gain but Remains Unprofitable Apr 1, 2026 Dianthus Therapeutics Director Disposes of $47,985 in Shares, Exercises Options Apr 1, 2026 Dianthus CFO Sells $9.5M in Stock as Company Completes $719M Offering Apr 1, 2026 Processa Pharmaceuticals R&D President Buys 1,810 PCSA Shares; Company Reports Phase 2 Dosing Complete Apr 1, 2026 Processa Pharmaceuticals director buys $5,252 of PCSA stock, increases direct holding Apr 1, 2026