Insider Trading February 27, 2026

Rexford Industrial COO Laura Clark Acquires $200K in Stock Amid Q4 Miss and Leadership Shuffle

Operational executive increases direct stake as company reports earnings shortfall, completes property sales and names new COO effective April 1, 2026

By Ajmal Hussain REXR
Rexford Industrial COO Laura Clark Acquires $200K in Stock Amid Q4 Miss and Leadership Shuffle
REXR

Rexford Industrial Realty Chief Operating Officer Laura E. Clark purchased 5,310 shares of the company's common stock on February 27, 2026, for $200,338, according to a Form 4 filing. The purchase coincides with the REIT's Q4 2025 earnings miss, recent asset dispositions, a $100 million buyback and a planned executive transition that elevates John Nahas to COO effective April 1, 2026.

Key Points

  • Rexford COO Laura E. Clark purchased 5,310 shares on February 27, 2026, for a total of $200,338 at a weighted average price of $37.7285 per share - impact: Real estate and financial markets.
  • Q4 2025 results missed expectations with EPS of -$0.30 versus an expected $0.25 and revenue of $248.1 million versus $248.35 million forecast - impact: REIT sector earnings outlook.
  • Company completed sales of two properties for $41.2 million and repurchased $100 million of common stock; John Nahas promoted to COO effective April 1, 2026, aligning with Laura Clark’s upcoming CEO role - impact: corporate strategy and leadership in industrial real estate.

Rexford Industrial Realty, Inc. reported an insider purchase on February 27, 2026, when Chief Operating Officer Laura E. Clark acquired 5,310 shares of the company's common stock, a transaction disclosed on a Form 4 filed with the Securities and Exchange Commission. The shares were purchased at a weighted average price of $37.7285 per share, producing a total consideration of $200,338.

The reported prices paid in the transaction ranged from $37.65 to $37.82. After completing the purchase, Clark directly holds 5,310 shares of Rexford Industrial Realty common stock. In addition to the newly acquired common shares, Clark also holds 148,420 LTIP Units and 55,290 Performance Units, both classes of limited partnership units in Rexford Industrial Realty, L.P., the operating partnership of the issuer.

At the time of the filing, Rexford Industrial is trading at $37.47 with a market capitalization of $8.96 billion and a reported dividend yield of 4.64%. Independent analysis referenced in company materials indicates the stock appears undervalued versus its Fair Value, and the company has increased its dividend for 13 consecutive years. A comprehensive Pro Research Report covering REXR and more than 1,400 other U.S. equities is noted as available for investors seeking deeper analysis.


These insider and corporate developments arrive alongside Rexford's Q4 2025 financial results, which missed expectations on the bottom line. The company reported an earnings per share of -$0.30, below the anticipated $0.25. Revenue for the quarter was $248.1 million, narrowly under the forecasted $248.35 million.

Rexford also disclosed the disposition of two properties with aggregate proceeds of $41.2 million. The transactions involved a 5.1-acre vacant land parcel in Irwindale and a fully occupied industrial building in Fountain Valley. Concurrent with the asset sales, the company repurchased $100 million of its common stock.

Separately, Rexford announced a leadership adjustment effective April 1, 2026. John Nahas has been promoted to Chief Operating Officer and will continue to supervise operations and investment functions. The company indicated that Nahas’ role aligns with Laura Clark’s upcoming role as Chief Executive Officer, signaling a planned executive transition.

Taken together, the share purchase by Clark, the recent operational moves and the formalized management changes represent notable developments for Rexford Industrial. Investors and market watchers can weigh the insider purchase and executive realignment against the backdrop of the quarterly results, property sales and the stock repurchase program when assessing near-term company positioning.

Risks

  • Earnings shortfall in Q4 2025 creates uncertainty around near-term financial performance and may influence investor sentiment - sectors impacted: Real estate investment trusts (REITs), financial markets.
  • Leadership transition and executive realignment introduce execution risk as responsibilities shift and new roles take effect - sectors impacted: Corporate governance within REITs and property management.
  • Market valuation ambiguity between the company’s quoted share price and its assessed Fair Value may lead to differing investor interpretations and trading volatility - sectors impacted: Equity markets and institutional valuation analysis.

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