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Regency Centers (REG) chair reports 24,201-share gift via family trust

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

REGENCY CENTERS CORP Executive Chairman Martin E. Stein Jr. reported charitable-style transfers of company stock held indirectly through a trust. A Grantor Retained Annuity Trust established for his daughters made bona fide gifts of 8,066, 8,067 and 8,068 shares of Common Stock, totaling 24,201 shares, at no consideration. After the most recent 8,068-share gift on May 14, 2024, the trust’s reported Regency Centers holdings fell to zero. The filing also updates prior indirect and direct ownership balances across several entities and corrects an earlier omission of 44,547 shares due to administrative error.

Positive

  • None.

Negative

  • None.
Insider STEIN MARTIN E JR
Role Executive Chairman
Type Security Shares Price Value
Gift Common Stock 8,068 $0.00 --
Gift Common Stock 8,067 $0.00 --
Gift Common Stock 8,066 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 0 shares (Indirect, Trust); Common Stock — 316,680 shares (Direct)
Footnotes (1)
  1. This transaction represents a bona fide gift from a Grantor Retained Annuity Trust (GRAT) established by the Reporting Person for the benefit of his daughters. No consideration was received by the Reporting Person in connection with this transaction. The reporting of this transaction was late due to an administrative oversight. By the GRAT, of which the Reporting Person was the trustee. This total reflects an additional 44,547 shares of Common Stock inadvertently omitted from the Reporting Person's prior Form 4 filing due to an administrative error. By The Regency Group, Inc., a corporation, which is controlled by the Reporting Person and members of his family. By the Regency Group II, a general partnership, of which the Reporting Person is a general partner. By the Wellhouse Trust, of which the Reporting Person is a beneficiary. By the Joan Wellhouse Newton Irrevocable Trust, of which the Reporting Person is the co-trustee and a beneficiary.
Latest gift 8,068 shares Bona fide gift on May 14, 2024 from GRAT trust
Prior gift (2019-11-06) 8,067 shares Bona fide gift from Grantor Retained Annuity Trust
Prior gift (2019-05-14) 8,066 shares Bona fide gift from Grantor Retained Annuity Trust
Total gifted shares 24,201 shares Sum of three GRAT gifts reported in filing
Direct holdings 316,680 shares Common Stock held directly as of May 14, 2019
Indirect via corporation 110,263 shares Held by The Regency Group, Inc. as of May 14, 2019
Indirect via partnership 157,892 shares Held by Regency Group II general partnership as of May 14, 2019
Additional corrected shares 44,547 shares Previously omitted from an earlier Form 4 due to error
Grantor Retained Annuity Trust financial
"This transaction represents a bona fide gift from a Grantor Retained Annuity Trust (GRAT) established by the Reporting Person"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
bona fide gift financial
"This transaction represents a bona fide gift from a Grantor Retained Annuity Trust (GRAT)"
indirect ownership financial
"ownership_type": "indirect","ownership_code": "I""
general partnership financial
"By the Regency Group II, a general partnership, of which the Reporting Person is a general partner."
A general partnership is a business arrangement where two or more people jointly own and run a company, sharing profits, losses and day-to-day decisions. It matters to investors because each partner is personally responsible for the business’s debts and legal obligations—like roommates who sign the same lease—so the financial risk, tax consequences and control of the business rest directly on the partners rather than on a separate corporate shield.
administrative oversight regulatory
"The reporting of this transaction was late due to an administrative oversight."
inadvertently omitted regulatory
"This total reflects an additional 44,547 shares of Common Stock inadvertently omitted from the Reporting Person's prior Form 4 filing"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
STEIN MARTIN E JR
(Last)(First)(Middle)
ONE INDEPENDENT DRIVE
SUITE 114
(Street)
JACKSONVILLE FLORIDA 32202
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
REGENCY CENTERS CORP [ REG ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Executive Chairman
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/14/2019		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/14/2019(1)G8,066D(1)16,135ITrust(2)
Common Stock11/06/2019(1)G8,067D(1)8,068ITrust(2)
Common Stock05/14/2024(1)G8,068D(1)0ITrust(2)
Common Stock316,680(3)D
Common Stock110,263ICorporation(4)
Common Stock157,892IGeneral Partnership(5)
Common Stock4,000ITrust(6)
Common Stock6,460ITrust(7)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. This transaction represents a bona fide gift from a Grantor Retained Annuity Trust (GRAT) established by the Reporting Person for the benefit of his daughters. No consideration was received by the Reporting Person in connection with this transaction. The reporting of this transaction was late due to an administrative oversight.
2. By the GRAT, of which the Reporting Person was the trustee.
3. This total reflects an additional 44,547 shares of Common Stock inadvertently omitted from the Reporting Person's prior Form 4 filing due to an administrative error.
4. By The Regency Group, Inc., a corporation, which is controlled by the Reporting Person and members of his family.
5. By the Regency Group II, a general partnership, of which the Reporting Person is a general partner.
6. By the Wellhouse Trust, of which the Reporting Person is a beneficiary.
7. By the Joan Wellhouse Newton Irrevocable Trust, of which the Reporting Person is the co-trustee and a beneficiary.
Remarks:
/s/Michael R. Herman Attorney-in-Fact04/07/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did REG Executive Chairman Martin E. Stein Jr. report?

Martin E. Stein Jr. reported bona fide gifts of REGENCY CENTERS CORP common stock from a Grantor Retained Annuity Trust. The trust transferred 8,066, 8,067 and 8,068 shares in separate transactions, totaling 24,201 shares, all with a reported price of $0.00 per share.

How many REGENCY CENTERS (REG) shares were gifted in this Form 4 filing?

The filing reports gifts totaling 24,201 shares of REGENCY CENTERS CORP Common Stock. These came through three separate bona fide gift transactions of 8,066, 8,067 and 8,068 shares from a Grantor Retained Annuity Trust established for Stein’s daughters.

Did Martin E. Stein Jr. receive any payment for the REG stock gifts?

No payment was received for these shares. The footnotes state each transaction represents a bona fide gift from a Grantor Retained Annuity Trust, and explicitly note that no consideration was received by the reporting person in connection with the May 14, 2024 transfer.

What does the Form 4 say about indirect ownership of REG shares?

The Form 4 shows shares held indirectly through several entities: a Grantor Retained Annuity Trust, The Regency Group, Inc., Regency Group II partnership, and two trusts. It details post-transaction holdings such as 110,263 shares via a corporation and 157,892 via a general partnership.

Was any correction or prior error disclosed in this REGENCY CENTERS Form 4?

Yes. A footnote explains that a total of 44,547 shares of Common Stock had been inadvertently omitted from a prior Form 4 due to administrative error. This filing’s ownership totals are stated as reflecting that additional previously unreported amount.

Does the REG Form 4 involve any option exercises or derivative securities?

No derivative activity is shown in this data. The derivativeSummary section is empty, and all reported entries relate to non-derivative Common Stock holdings and gift dispositions, rather than exercises or conversions of options, warrants, or other derivative securities.