Insider Trading March 10, 2026

Five Point Holdings Executive Disposes of Stock While Also Receiving RSU Shares; Company Posts Record Q4 and Strong Yearly Profit

Chief Policy Officer Greg McWilliams completed multiple share sales and exercised restricted share units amid robust fourth-quarter results and solid liquidity metrics

By Sofia Navarro FPH
Five Point Holdings Executive Disposes of Stock While Also Receiving RSU Shares; Company Posts Record Q4 and Strong Yearly Profit
FPH

Greg McWilliams, Chief Policy Officer and Vice President of Five Point Holdings (FPH), sold a tranche of Class A common stock early in March 2026 while also acquiring shares via the exercise of restricted share units. The company reported record net income for Q4 2025 and a full-year profit that exceeded internal guidance, with substantial cash reserves and a reduced debt-to-capital ratio. Market valuation metrics and analyst guidance from InvestingPro are noted alongside the insider transactions.

Key Points

  • Greg McWilliams sold 111,037 Class A shares on March 9, 2026, for $580,723 and completed additional tax-covering sales on March 8-9 totaling $674,459.
  • McWilliams exercised restricted share units on March 8 and 9, resulting in the acquisition of 335,165 Class A shares.
  • Five Point reported record Q4 2025 net income of $58.7 million and full-year net income of $183.5 million, held $425 million in cash, and lowered its debt-to-total capitalization to 16.3%.

Five Point Holdings, LLC (FPH) reported a sequence of insider transactions involving Greg McWilliams, the company’s Chief Policy Officer and Vice President. According to a Form 4 filed with the Securities and Exchange Commission, McWilliams sold 111,037 shares of Class A common stock on March 9, 2026, at $5.23 per share, yielding $580,723 in proceeds.

The filing also shows additional dispositions made to satisfy tax obligations: 25,272 shares sold on March 8 and 68,448 shares sold on March 9. Those tax-covering sales were executed at prices within a $5.23 to $5.44 range and together produced $674,459 in value, per the Form 4 disclosure.

In parallel with these sales, McWilliams acquired shares through the exercise of restricted share units (RSUs). On March 8 and March 9 he exercised RSUs that resulted in the receipt of a total of 335,165 shares of Class A common stock.


Separately, Five Point Holdings disclosed financial results showing a record fourth-quarter net income for 2025 of $58.7 million. That quarterly performance contributed to a full-year net income of $183.5 million, which the company reported as exceeding its Q2 2025 guidance by $6 million.

The company’s balance-sheet position was highlighted in the same disclosure. Five Point Holdings maintained $425 million in cash on hand and reported a debt-to-total capitalization ratio reduced to 16.3%.


On valuation and analyst outlook, the company’s shares were trading at a price-to-earnings ratio of 5.48 at the time of the filing. InvestingPro analysis cited in the filing indicates the stock is currently trading below its Fair Value. InvestingPro Tips included in the referenced material also indicate that analysts expect Five Point Holdings to be profitable during the current year. The company is included among more than 1,400 U.S. equities covered by InvestingPro’s Pro Research Reports.

The filing additionally notes that analyst firms have not issued any recent upgrades or downgrades on Five Point Holdings. The combined information - insider transactions, exercised RSUs, quarterly and full-year earnings, cash reserves, and leverage metrics - is presented in regulatory filings and company disclosures without further commentary from external analysts in the filing itself.


Below are the core facts from the disclosures and company reports:

  • Insider sale: Greg McWilliams sold 111,037 shares on March 9, 2026, at $5.23 per share, totaling $580,723.
  • Tax-covering sales: 25,272 shares (March 8) and 68,448 shares (March 9) sold at $5.23 to $5.44, totaling $674,459.
  • RSU exercise: McWilliams received 335,165 shares through RSU exercises on March 8 and March 9.
  • Q4 2025 net income: $58.7 million; full-year net income: $183.5 million, $6 million above the company’s Q2 2025 guidance.
  • Cash position: $425 million; debt-to-total capitalization: 16.3%.
  • Valuation and outlook: P/E ratio of 5.48; InvestingPro identifies the stock as undervalued vs. Fair Value and notes analyst expectations of profitability this year.

This report is limited to the information disclosed in the Form 4 filing and the company’s reported financials. It does not include commentary outside those disclosures.

Risks

  • Market conditions were described as challenging in the company disclosure, which could continue to affect operational performance and investor returns - impacting equity investors.
  • Analyst firms have not issued recent upgrades or downgrades for the company, creating uncertainty around external sentiment and coverage - relevant to market participants evaluating the stock.
  • Valuation metrics show a low P/E of 5.48 and an InvestingPro assessment of undervaluation; differences between market price and Fair Value introduce valuation uncertainty for investors.

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