Insider Trading February 27, 2026

Rexford Industrial CFO Buys $99,507 of Stock; Company Posts Q4 Shortfall and Executes Asset Moves

Michael Fitzmaurice increases direct stake as Rexford reports a missed quarter, property dispositions, and a $100 million buyback

By Avery Klein REXR
Rexford Industrial CFO Buys $99,507 of Stock; Company Posts Q4 Shortfall and Executes Asset Moves
REXR

Rexford Industrial Realty CFO Michael Fitzmaurice bought 2,650 shares on February 27, 2026, for $37.55 per share, a $99,507 transaction that brings his direct holdings to 14,133 shares. The purchase price is close to the current market quote of $37.47. Rexford, valued at $8.96 billion with a 4.64% dividend yield and 13 consecutive years of dividend increases, also reported fourth-quarter 2025 results that missed expectations and disclosed property sales and a significant share repurchase. Leadership changes include a promotion to chief operating officer ahead of an upcoming CEO transition.

Key Points

  • CFO Michael Fitzmaurice purchased 2,650 shares on February 27, 2026, at $37.55 per share, totaling $99,507.
  • Rexford is valued at $8.96 billion, yields 4.64% on its dividend, and has increased its dividend for 13 consecutive years; the stock is flagged by InvestingPro as trading below Fair Value.
  • Rexford’s Q4 2025 results missed expectations - EPS of -$0.30 versus a $0.25 forecast and revenue of $248.1 million versus an expected $248.35 million - alongside $41.2 million in property sales and a $100 million share repurchase; John Nahas will become COO in April 2026.

Rexford Industrial Realty's Chief Financial Officer, Michael Fitzmaurice, completed a personal purchase of common stock on February 27, 2026, acquiring 2,650 shares at $37.55 apiece for a total consideration of $99,507.

The transaction price sits nearly level with the share price of $37.47 quoted contemporaneously. The company is assigned an enterprise valuation of $8.96 billion and yields 4.64% on its dividend, which the company has lifted for 13 consecutive years. According to InvestingPro analysis referenced by the company, the stock is currently trading below its assessed Fair Value.

After this purchase, Fitzmaurice directly holds 14,133 shares of Rexford Industrial Realty, Inc. common stock. In addition to those shares, he retains 19,431 LTIP Units, which are limited partnership units in Rexford Industrial Realty, L.P., the operating partnership affiliated with the issuer. For market participants seeking more detail on valuation metrics and corporate fundamentals, InvestingPro provides additional ProTips and deeper analytical coverage.


Recent operating and financial developments

Rexford reported fourth-quarter 2025 results that fell short of consensus expectations. The company recorded an earnings per share of -$0.30, missing the forecasted EPS of $0.25. Revenue for the quarter totaled $248.1 million, marginally below the anticipated $248.35 million.

During the period the company sold two properties for combined proceeds of $41.2 million. The dispositions comprised a 5.1-acre vacant land parcel in Irwindale and an industrial facility located in Fountain Valley. In parallel with those asset sales, Rexford repurchased $100 million of its common stock.

On the leadership front, Rexford announced a promotion within its executive ranks: John Nahas will assume the role of Chief Operating Officer effective April 2026. The move is described as aligning with Laura Clark’s forthcoming elevation to Chief Executive Officer.


What the transaction and disclosures show

The insider purchase increases Fitzmaurice’s direct equity stake and is disclosed alongside a set of corporate actions that include property sales, a sizable buyback, and executive succession planning. The company’s reported quarter missed both earnings and revenue expectations by narrow margins, while its balance of shareholder returns and asset dispositions was highlighted in the company’s reporting.

Investors and analysts can consult the InvestingPro platform for supplementary valuation commentary and ProTips related to REXR’s financial position and market valuation.

Risks

  • Earnings risk: The company reported a fourth-quarter EPS of -$0.30, missing the forecast of $0.25, signaling near-term earnings volatility that could affect investor sentiment - impacts equity investors and REIT market participants.
  • Revenue and operational performance risk: Quarterly revenue of $248.1 million was slightly below expectations, indicating potential pressure on top-line trends that may affect valuation assessments in the real estate and industrial property sectors.
  • Execution and leadership transition risk: The planned leadership changes, including John Nahas’s promotion to COO and Laura Clark’s upcoming role as CEO, introduce transition-related uncertainty that could influence operational execution in the industrial real estate sector.

More from Insider Trading

Seacoast Banking EVP and CRO Sells Stock After Option Exercise; Q4 2025 Shows Mixed Results Feb 27, 2026 GLPI CFO Disposes $480K of Stock; Company Also Reports Q4 2025 Beat Feb 27, 2026 IonQ Director Purchases $115,155 in Shares as Company Posts Strong Q4 Revenue Feb 27, 2026 IonQ Director Sells $203,684 in Stock; Exercises Options and Sells Additional Shares to Cover Taxes Feb 27, 2026 Amalgamated Financial Executive Disposes of $78,112 in Shares; Company Posts Modest Q4 Revenue Beat Feb 27, 2026