SAFE Safehold (SAFE) Insider Trading, Ownership & Congress Trades
Real Estate · Real estate investment trusts · CIK 0001095651
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
107
13F, latest reported quarter
What the filings say about SAFE
Insiders, 180 days
-$138.3K net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$138.3K
1 notice
Safehold insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Safehold Inc. insiders sold a net $138.3K of stock across 123 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Dec 12, 2023.
- The trade is 10.7% of the 89,068 shares held after it.
- No other insider sold within 30 days.
- 107 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director JOSEPHS ROBIN sold about $138.3K of SAFE on Sep 9, 2026, the largest insider sale at the company since 2023; 107 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Dec 18, 2023.
- The trade is 26.8% of the 30,000 shares held after it.
- 1 other insider sold within 30 days.
- 107 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director NYDICK JAY S sold about $185.1K of SAFE on Dec 19, 2023; 1 other insider sold within 30 days and 107 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 47.9% of the 21,942 shares held after it.
- 1 other insider sold within 30 days.
- 107 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director NYDICK JAY S sold about $241.7K of SAFE on Dec 18, 2023; 1 other insider sold within 30 days and 107 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 1.2% of the 94,263 shares held after it.
- 1 other insider sold within 30 days.
- 107 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director JOSEPHS ROBIN sold about $24.6K of SAFE on Dec 12, 2023; 1 other insider sold within 30 days and 107 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 buys), the last on May 26, 2023.
- -13.7% median (-11.8% mean) 90-day return after 5 previous buys.
- The trade is 41.8% of the 156,446 shares held after it.
- No other insider bought within 30 days.
- 107 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHAIRMAN AND CEO SUGARMAN JAY bought about $1.4M of SAFE on Aug 8, 2023, the largest insider purchase at the company since 2022; 107 funds added in the latest 13F quarter.123 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$138.3K over 180 days
-$138.3K over 90 days
below 55% of Real Estate
Congress
no House purchase disclosed in the last 12 months
Funds
107 funds bought in last quarter
below 56% of Real Estate
Revenue
+5.4% year over year
more than 55% of Real Estate
Margin
29.7% net margin
more than 70% of Real Estate
Buybacks
$16.1M repurchased, FY to 2026-06-30
more than 52% of Real Estate
Short interest
6.0% of the float short (float per yahoo 2026-10-26) · 4.8 days to cover · settled 2026-09-30
more than 54% of Real Estate
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SAFE
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-25.5%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SAFE: institutional holders (13F)
13F holdings, latest reported quarter
9,938,575 sh
$156.0M
5,782,745 sh
$90.8M
5,095,645 sh
$80.0M
2,596,198 sh
$41.2M
2,300,293 sh
$36.1M
Congress trades in SAFE
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SAFE planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Robin Josephs Trust
Filed 2026-09-09
$138.3K
SAFE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Colterpoint Net Lease Real Estate ETF
$1.5M position · as of 2026-05-31
3.1%
Gabelli Financial Services Opportunities ETF
$837.9K position · as of 2026-06-30
1.7%
Infrastructure Capital Equity Income ETF
$967.6K position · as of 2026-05-31
0.9%
HCM Large Cap Growth ETF
$438.8K position · as of 2026-06-30
0.6%
Columbia Small Cap Value Discovery Fund
$12.8M position · as of 2026-07-31
0.5%
Columbia Variable Portfolio - Small Cap Value Discovery Fund
$2.2M position · as of 2026-06-30
0.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Sugarman
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$2.6M
-$1.8M
$6.4M
-78%
+38%
2024
$644.6K
-$115.2K
$2.2M
-72%
+34%
2023
$8.4M
$7.7M
$5.1M
-66%
+23%
2022
$693.0K
-$35.2M
$1.9M
-59%
+8%
2021
$2.3M
$22.6M
$2.8M
+11%
+43%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $138.3K sold by insiders over 180 days, 107 funds added last quarter, $138.3K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
SAFE financials
Revenue growth
+5.4%
XBRL, annual
Net margin
29.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$419.5M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SAFE
| FY Dec 2025 | $385.6M |
| FY Dec 2024 | $365.7M |
| FY Dec 2023 | $352.6M |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | $114.6M |
| Mar 2026 | $110.9M |
| Dec 2025 | $97.9M |
| Sep 2025 | $96.2M |
| Jun 2025 | $93.8M |
| Mar 2025 | $97.7M |
| Dec 2024 | $91.9M |
| Sep 2024 | $90.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+27.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SAFE
| FY Dec 2025 | +29.7% |
| FY Dec 2024 | +28.9% |
| FY Dec 2023 | -15.6% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +26.3% |
| Mar 2026 | +26.0% |
| Dec 2025 | +28.5% |
| Sep 2025 | +30.5% |
| Jun 2025 | +29.8% |
| Mar 2025 | +30.1% |
| Dec 2024 | +28.3% |
| Sep 2024 | +21.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$418.0K
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SAFE
| FY Dec 2025 | $10.4M |
| FY Dec 2024 | $490.0K |
| FY Dec 2023 | -$22.0M |
| FY Dec 2022 | $27.5M |
| FY Dec 2021 | -$10.4M |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
1.91x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity SAFE
| FY Dec 2025 | 1.90x |
| FY Dec 2024 | 1.84x |
| FY Dec 2023 | 1.82x |
| FY Dec 2022 | 1.64x |
| FY Dec 2021 | 3.02x |
| Jun 2026 | 1.91x |
| Mar 2026 | 1.93x |
| Dec 2025 | 1.90x |
| Sep 2025 | 1.89x |
| Jun 2025 | 1.87x |
| Mar 2025 | 1.85x |
| Dec 2024 | 1.84x |
| Sep 2024 | 1.88x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.01x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt SAFE
| FY Dec 2025 | 0.01x |
| FY Dec 2024 | 0.01x |
| FY Dec 2023 | 0.00x |
| FY Dec 2022 | 0.02x |
| FY Dec 2021 | 0.01x |
| Jun 2026 | 0.01x |
| Mar 2026 | 0.01x |
| Dec 2025 | 0.01x |
| Sep 2025 | 0.01x |
| Jun 2025 | 0.01x |
| Mar 2025 | 0.01x |
| Dec 2024 | 0.01x |
| Sep 2024 | 0.01x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+4.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity SAFE
| FY Dec 2025 | +4.8% |
| FY Dec 2024 | +4.6% |
| FY Dec 2023 | -2.5% |
| FY Dec 2022 | +9.0% |
| FY Dec 2021 | +8.5% |
| Jun 2026 | +4.8% |
| Mar 2026 | +4.8% |
| Dec 2025 | +4.8% |
| Sep 2025 | +4.8% |
| Jun 2025 | +4.4% |
| Mar 2025 | +4.5% |
| Dec 2024 | +4.6% |
| Sep 2024 | +5.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SAFE
| FY Dec 2025 | +1.6% |
| FY Dec 2024 | +1.6% |
| FY Dec 2023 | -0.9% |
| FY Dec 2022 | +2.5% |
| FY Dec 2021 | +1.5% |
| Jun 2026 | +1.6% |
| Mar 2026 | +1.6% |
| Dec 2025 | +1.6% |
| Sep 2025 | +1.6% |
| Jun 2025 | +1.5% |
| Mar 2025 | +1.5% |
| Dec 2024 | +1.6% |
| Sep 2024 | +1.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+1.5%
operating income after a 2.7% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital SAFE
| FY Dec 2025 | +1.4% |
| FY Dec 2024 | +1.3% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +1.5% |
| Mar 2026 | +1.4% |
| Dec 2025 | +1.4% |
| Sep 2025 | +1.4% |
| Jun 2025 | +1.2% |
| Mar 2025 | +1.3% |
| Dec 2024 | +1.3% |
| Sep 2024 | +1.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed SAFE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
6.93x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing SAFE
| FY Dec 2025 | 8.61x |
| FY Dec 2024 | 12.49x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 58.16x |
| FY Dec 2021 | 93.83x |
| Jun 2026 | 9.75x |
| Mar 2026 | 8.56x |
| Dec 2025 | 8.61x |
| Sep 2025 | 9.87x |
| Jun 2025 | 10.88x |
| Mar 2025 | 12.82x |
| Dec 2024 | 12.49x |
| Sep 2024 | 14.82x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$5.4B
market value at close 2026-10-26 on 2026-07-28 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value SAFE
| FY Dec 2025 | $5.5B |
| FY Dec 2024 | $5.6B |
| FY Dec 2023 | $5.7B |
| FY Dec 2022 | $7.6B |
| FY Dec 2021 | $11.3B |
| Jun 2026 | $5.8B |
| Mar 2026 | $5.6B |
| Dec 2025 | $5.5B |
| Sep 2025 | $5.6B |
| Jun 2025 | $5.5B |
| Mar 2025 | $5.7B |
| Dec 2024 | $5.6B |
| Sep 2024 | $6.2B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-0.1%
TTM free cash flow over market value at close 2026-10-26
FCF yield SAFE
| FY Dec 2025 | +1.1% |
| FY Dec 2024 | +0.0% |
| FY Dec 2023 | -1.3% |
| FY Dec 2022 | +0.7% |
| FY Dec 2021 | -0.1% |
| Jun 2026 | -0.0% |
| Mar 2026 | -0.7% |
| Dec 2025 | +1.1% |
| Sep 2025 | +0.5% |
| Jun 2025 | +1.4% |
| Mar 2025 | +0.9% |
| Dec 2024 | +0.0% |
| Sep 2024 | +0.8% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.55x
P/E over trailing EPS growth of 13%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing SAFE
| FY Dec 2025 | 1.16x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.77x |
| Mar 2026 | 1.04x |
| Dec 2025 | 1.16x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $385.6M | $365.7M | $352.6M | $270.3M |
| Operating income | $100.9M | $87.1M | -$77.1M | $135.6M |
| Net income | $114.5M | $105.8M | -$55.0M | $135.4M |
| EPS (diluted) | 1.59 | 1.48 | -0.82 | 2.17 |
| Operating cash flow | $47.8M | $37.9M | $15.4M | $64.9M |
| Cash | $21.7M | $8.3M | $18.8M | $20.1M |
| Long-term debt | $4.6B | $4.3B | $4.1B | $3.5B |
| Dividends paid | $50.9M | $50.6M | $46.0M | $30.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
SAFE Stock Sonar score 6/7 axes
Find similar shapesCompareSAFE ranks highest on growth (55th percentile) and institutional and government (44th), and lowest on insider conviction (22nd), among Real Estate peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SAFE filings, in plain words
Are Safehold insiders buying or selling SAFE?
In the 180 days to 2026-10-28, Safehold insiders were net sellers, a net $138.3K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of SAFE?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $138.3K of stock; the latest, by Robin Josephs Trust, was filed 2026-09-09.
Read the full summary
In the 180 days to 2026-10-28, Safehold insiders were net sellers of SAFE, a net $138.3K across purchases and sales reported on Form 4 by 1 seller. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $138.3K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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