SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Jackson Matthew A | SVP, ASSISTANT TREASURER | 2026-08-31 | Tax withholding | 250 | $54K |
| Kelly Kevin M | ASST. GENERAL COUNSEL/SEC. | 2026-08-31 | Tax withholding | 1434 | $308K |
| SOKOLOV RICHARD S | Director | 2026-08-31 | Tax withholding | 2306 | $495K |
| Simon Eli | CEO/PRESIDENT/COO, Director | 2026-08-31 | Tax withholding | 5821 | $1.2M |
| Aeppel Glyn | Director | 2026-06-30 | Open-market buy | 199 | $44K |
| Aeppel Glyn | Director | 2026-06-30 | Open-market buy | 44 | $10K |
| Cicco Martin J | Director | 2026-06-30 | Open-market buy | 13 | $3K |
| Cicco Martin J | Director | 2026-06-30 | Open-market buy | 2 | $447 |
| GLASSCOCK LARRY C | Director | 2026-06-30 | Open-market buy | 330 | $74K |
| GLASSCOCK LARRY C | Director | 2026-06-30 | Open-market buy | 54 | $12K |
| GLASSCOCK LARRY C | Director | 2026-06-30 | Open-market buy | 13 | $3K |
| Jones Nina P | Director | 2026-06-30 | Open-market buy | 41 | $9K |
| Jones Nina P | Director | 2026-06-30 | Open-market buy | 2 | $447 |
| LEIBOWITZ REUBEN S | Director | 2026-06-30 | Open-market buy | 430 | $96K |
| LEIBOWITZ REUBEN S | Director | 2026-06-30 | Open-market buy | 53 | $12K |
| LEIBOWITZ REUBEN S | Director | 2026-06-30 | Open-market buy | 25 | $6K |
| LEWIS RANDALL J | Director | 2026-06-30 | Open-market buy | 58 | $13K |
| LEWIS RANDALL J | Director | 2026-06-30 | Open-market buy | 4 | $894 |
| RODKIN GARY M | Director | 2026-06-30 | Open-market buy | 209 | $47K |
| RODKIN GARY M | Director | 2026-06-30 | Open-market buy | 43 | $10K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Leverage and interest rate exposure deteriorated materially, with total debt up 16.7% to $28.6B and variable-rate debt surging 35%, while newly explicit tariff and trade-dispute language compounds cost pressure across construction and supply chains. International profitability is under acute stress — consolidated net income contribution from foreign operations halved from 5.4% to 2.3% — amplifying the macro headwinds from expanded exposure to Indonesia and China. The combined debt and geopolitical deterioration represents a substantive, broad-based worsening of the risk profile.
3 company-specific · 1 common-mode
Debt increased 16.7% from $24.5B to $28.6B, materially worsening leverage and debt service burden.
Risks Related to Indebtedness and the Financial Markets We have a substantial debt burden that could affect our future operations. As of December 31, 2025, our consolidated mortgages and unsecured…
Variable rate debt increased 35% ($229.4M to $311.0M), materially escalating interest rate risk exposure and refinancing vulnerability.
An increase in interest rates would increase our interest costs on variable rate debt and could adversely impact our ability to refinance existing debt on attractive terms, or at all; our hedging…
Added tariff risk and expanded geographic exposure (Indonesia, China). Consolidated net income contribution halved from 5.4% to 2.3%, signaling material operational or profitability pressure.
Our international activities may subject us to risks that are different from or greater than those associated with our domestic operations. As of December 31, 2025, we held interests in consolidated…
Added explicit tariff risk and international trade dispute language, escalating cost pressures on construction projects and material sourcing.
We face risks associated with the acquisition, development, redevelopment and expansion of properties. We regularly acquire and develop new properties and redevelop and expand existing properties…
Simon Property Group issued a press release on August 10, 2026 disclosing second quarter 2026 earnings results for the period ended June 30, 2026, including Real Estate FFO per share of $3.29 (up 7.9% year-over-year) and increased full-year 2026 guidance.
View raw filing on EDGAR →