Welcome to our dedicated page for Safehold SEC filings (Ticker: SAFE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Safehold Inc. filings document a NYSE-listed real estate investment trust whose business is conducted through Safehold GL Holdings LLC and centered on ground lease investments. Form 8-K disclosures include earnings releases and presentations, Regulation FD materials, estimates of unrealized capital appreciation, credit agreement amendments and other material events affecting the company's financing and portfolio disclosures.
The company's SEC record also reflects its completed 2023 merger history, under which iStar Inc. continued as the surviving corporation and changed its name to Safehold. Proxy materials cover board matters, executive compensation and shareholder voting, while registration statements and prospectus supplements address common stock resale and shelf registration matters tied to Safehold's capital structure.
Uhlick Christopher Michael reported acquisition or exercise transactions in this Form 4 filing.
Safehold Inc. reported that Chief Accounting Officer Christopher Michael Uhlick received a grant of 4,500 restricted stock units. These units represent the right to receive an equivalent number of Safehold common shares, net of taxes and withholdings, if and when they vest.
The units vest proportionately over five years in annual installments, contingent on specified service conditions being met. Following this compensation-related award, Uhlick directly holds 12,483 shares of Safehold common stock.
RIDINGS BARRY W reported acquisition or exercise transactions in this Form 4 filing.
Safehold Inc. director Barry W. Ridings reported a compensation-related equity award. He received a grant of 8,778 Units, each representing the right to receive one share of Safehold common stock if and when the Units vest. According to the filing, all Units are scheduled to vest in a single installment on May 14, 2027, provided specified service conditions are met. Following this grant, Ridings directly holds 61,695 shares of Safehold common stock, reflecting his ongoing equity stake in the company.
Safehold Inc. director Robin Josephs reported an equity compensation grant and updated indirect holdings. Josephs received 8,778 Units, each representing the right to receive one share of Safehold common stock if the Units vest. These Units vest in a single installment on May 14, 2027, subject to specified service conditions.
After the grant, Josephs directly holds 98,233 shares of common stock. Indirect holdings include 64,696 shares held by a family trust and 3,107 shares held in an IRA. The filing does not show any open-market purchases or sales, only a grant/award acquisition and updated holdings.
Safehold Inc. director Jay S. Nydick reported a compensation-related equity grant. He received 8,778 units representing the right to acquire an equal number of Safehold common shares at no cash cost, structured as a grant or award rather than an open-market purchase.
The footnote states these 8,778 units will vest in a single installment on May 14, 2027, if specified service conditions are met. Following this grant, Nydick directly holds 47,336 common shares and indirectly holds 30,000 common shares through a trust.
Safehold Inc. director Stefan M. Selig reported an equity award of 13,655 shares of common stock. The grant is structured as Units that convert into an equivalent number of Safehold common shares if and when they vest. The Units are scheduled to vest in a single installment on May 14, 2027, contingent on specified service conditions being satisfied. Following this award, Selig’s direct holdings reported in this filing total 105,169 shares of common stock. The transaction carries a reported price of $0.00 per share, consistent with a compensation-related grant rather than an open-market purchase.
Safehold Inc. reported results from its 2026 Annual Meeting and an update to its equity plan. Shareholders approved an amendment to the 2009 Long-Term Incentive Plan, increasing the common stock share pool available for equity awards by 3,000,000 shares, from 481,936 to 3,481,936.
Shareholders elected five directors to serve until the 2027 annual meeting and ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026. Investors also approved the incentive plan amendment and supported, on an advisory basis, the compensation of the company’s named executive officers.
Safehold Inc. reported Q1 2026 revenue of $110.9M, up from $97.7M a year earlier, driven mainly by higher interest income from sales-type and ground leases. Net income attributable to common shareholders was $28.9M versus $29.4M in Q1 2025, with diluted EPS of $0.40 compared with $0.41.
The company began operating two hotels on January 1, 2026, generating $9.9M of hotel revenue and $12.2M of hotel expenses in the new Hotel Operations segment. Provision for credit losses declined, while equity method investments contributed $4.0M of earnings.
Total assets were $7.38B and total debt obligations, net, were $4.70B, with shareholders’ equity of $2.43B. Operating cash flow was a use of $8.6M, offset by net financing inflows of $91.5M as the company actively used its unsecured revolver. Safehold paid a quarterly dividend of $0.177 per share and repurchased $3.4M of stock, while remaining in compliance with all debt covenants.
Safehold Inc. reports an updated estimate of unrealized capital appreciation in its ground lease residual portfolio. As of March 31, 2026, estimated UCA is $9,510 million, calculated as the excess of portfolio “Combined Property Value” of $16,247 million over aggregate ground lease cost of $6,737 million.
The company relies on independent appraisals from CBRE, Inc., which value properties on a hypothetical fee-simple basis as if no ground lease existed, using sales comparison and income capitalization approaches with property-type specific occupancy and cap rate assumptions. Management notes this non-GAAP measure depends on tenant-supplied data, rolling valuations and significant assumptions, so actual realizable value may differ and may only be accessible over very long lease terms.
Safehold also updates investors on its Caret unit program. As of March 31, 2026, officers and employees beneficially own about 14.8% of outstanding and 11.8% of authorized Caret units, 78,996 units remain available for awards, 122,500 Caret units are held by third-party investors, and the company owns 83.9% of outstanding Caret units.
Safehold Inc. furnished materials related to its first-quarter 2026 results. The company provided an earnings release and an earnings presentation covering the quarter ended March 31, 2026, and attached them as Exhibits 99.1 and 99.2 to this report.
The materials are furnished under Items 2.02 and 7.01 of the Exchange Act, meaning they are not deemed “filed” for purposes of Section 18 and are not automatically incorporated into Securities Act registration statements unless specifically referenced.
Safehold Inc received a Schedule 13G filing from Vanguard Portfolio Management reporting beneficial ownership of 5,017,593 shares. The filing states this represents 6.99% of Safehold's common stock as of 03/31/2026, with sole dispositive power over all 5,017,593 shares and sole voting power over 21,573 shares.
The filing notes ownership is held on behalf of Vanguard funds and managed accounts and lists affiliated entities exercising voting/dispositive authority; no single outside person holds more than 5.00% of the class.