STOCK TITAN

Executive chair at Regency Centers (REG) sells 167K shares via trusts

Filing Impact
(Very High)
Filing Sentiment
(Very Negative)
Form Type
4

Rhea-AI Filing Summary

Regency Centers Corp Executive Chairman Martin E. Stein Jr. reported indirect transactions in the company’s common stock. On March 10 and March 11, the Joan W. Newton 2019 Revocable Trust, after receiving shares from The Regency Group II partnership where he is a general partner, sold 129,490 and 38,000 shares in open-market trades at weighted average prices of $78.334 and $77.2139 per share, totaling 167,490 shares sold. Separately, an irrevocable trust associated with him acquired 6,460 shares as a grant or award. Following these transactions, he continues to hold a significant stake, including 272,133 shares held directly and additional indirect holdings of 24,201, 110,263, and 4,000 shares through various trusts and a family-controlled corporation.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED 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 FL 32202

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
REGENCY CENTERS CORP [ REG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
Executive Chairman
3. Date of Earliest Transaction (Month/Day/Year)
03/10/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 03/10/2026 S 129,490 D(1) $78.334(2) 195,892 I General Partnership(3)
Common Stock 03/11/2026 S 38,000 D(4) $77.2139(5) 157,892 I General Partnership(3)
Common Stock 03/10/2026 A 6,460 A(6) (6) 6,460 I Trust(7)
Common Stock 272,133 D
Common Stock 24,201 I Trust(8)
Common Stock 110,263 I Corporation(9)
Common Stock 4,000 I Trust(10)
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The Regency Group II, a general partnership (Partnership), of which the Reporting Person is a general partner, transferred the shares to the Joan W. Newton 2019 Revocable Trust (2019 Trust), of which the Reporting Person is a co-trustee and beneficiary and, therefore, has voting and dispositive power over the shares. The 2019 Trust sold the shares in multiple transactions, as described in footnote 2.
2. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.16 to $78.68, inclusive. The Reporting Person undertakes to provide Regency Centers Corporation (Company), any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
3. By the Partnership, of which the Reporting Person is a general partner.
4. The Partnership transferred the shares to the 2019 Trust, of which the Reporting Person is a co-trustee and beneficiary and, therefore, has voting and dispositive power over the shares. The 2019 Trust sold the shares in multiple transactions, as described in footnote 5.
5. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $76.9 to $77.445, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
6. The shares were transferred to the Joan Wellhouse Newton Irrevocable Trust (IRR Trust), of which the Reporting Person is a co-trustee and, as a result, the Reporting Person has voting and dispositive power over the shares.
7. By the IRR Trust, of which the Reporting Person is the co-trustee and a beneficiary.
8. By the Grantor Retained Annuity Trust, of which the Reporting Person is the trustee.
9. By The Regency Group, Inc., a corporation, which is controlled by the Reporting Person and members of his family.
10. By the Wellhouse Trust, a trust held for the Reporting Person's benefit.
Remarks:
/s/Michael R. Herman Attorney-in-Fact 03/11/2026
** Signature of Reporting Person Date
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.

FAQ

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

Martin E. Stein Jr. reported both sales and an award. Trusts and partnership entities associated with him sold 167,490 Regency Centers common shares, while an irrevocable trust received a 6,460-share grant, all reflected as indirect or direct holdings changes.

How many Regency Centers (REG) shares were sold in these insider transactions?

Associated entities sold a total of 167,490 shares. The Joan W. Newton 2019 Revocable Trust, after receiving shares from The Regency Group II partnership, executed open-market sales of 129,490 and 38,000 common shares on consecutive days.

At what prices were the Regency Centers (REG) shares sold in the reported trades?

The disclosed weighted average sale prices were $78.334 and $77.2139. These prices apply to the 129,490-share and 38,000-share open-market sales executed by the Joan W. Newton 2019 Revocable Trust associated with Martin E. Stein Jr.

Did Martin E. Stein Jr. also acquire Regency Centers (REG) shares in this Form 4?

Yes, an associated trust acquired shares as a grant. The Joan Wellhouse Newton Irrevocable Trust, where Stein is co-trustee, received 6,460 shares of Regency Centers common stock in a grant or award-type acquisition at a reported price of $0.00.

What Regency Centers (REG) holdings does Martin E. Stein Jr. have after these transactions?

He retains substantial direct and indirect ownership. Post-transactions, he holds 272,133 shares directly, plus indirect positions including 24,201 shares in a trust, 110,263 shares through a corporation, and 4,000 shares in another trust.

Who actually executed the Regency Centers (REG) share sales in this filing?

The sales were executed by a revocable trust linked to Stein. The Joan W. Newton 2019 Revocable Trust sold the shares after transfers from The Regency Group II partnership, where Stein is a general partner with voting and dispositive power over the shares.
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