Federal Realty (NYSE: FRT) CEO gifts 74,076 shares, shifts stock to trust

Rhea-AI Filing Summary

Federal Realty Investment Trust CEO Donald C. Wood reported bona fide gifts of a total of 74,076 Common Shares of Beneficial Interest on June 3, 2026. These include 37,038 shares he owned directly that were gifted to his revocable trust as part of estate planning, where he remains sole trustee and beneficiary and retains sole control of those shares.

The transactions involve internal transfers and gifts rather than any open-market sale or purchase. Following these movements, Wood continues to hold a substantial stake in Federal Realty through both direct ownership and his revocable trust.

Insights

Insider transactions analyst

Reported gifts reflect estate planning, not market selling.

CEO Donald C. Wood reported two bona fide gift transactions totaling 74,076 shares of Federal Realty common stock on June 3, 2026. One disclosed footnote explains that 37,038 shares were moved from his direct ownership into his revocable trust.

The footnote states Wood is sole trustee and beneficiary of the trust and retains sole control of those shares, so this is effectively a re-titling for estate planning rather than a reduction in his economic exposure. No open-market sales or option exercises are reported, and there are no derivative positions listed in this filing.

After the transactions, Wood still holds significant direct and indirect positions in Federal Realty stock. As these are non-cash gifts and internal transfers, they typically carry limited signaling value compared with discretionary open-market purchases or sales.

Insider Trade Summary

74,076 shares gifted

Gift 2 txns

Insider WOOD DONALD C

Role CEO & President

Type	Security	Shares	Price	Value
Gift	Common Shares of Beneficial Interest	37,038	$0.00	$0.00
Gift	Common Shares of Beneficial Interest	37,038	$0.00	$0.00

Holdings After Transaction: Common Shares of Beneficial Interest — 132,042 shares (Direct); Common Shares of Beneficial Interest — 290,300 shares (Indirect, By Donald C. Wood Revocable Trust)

Footnotes (1)

1. F1. In connection with estate planning, Mr. Wood gifted 37,038 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares.

Key Figures

Total gifted shares: 74,076 shares Per-transaction gift size: 37,038 shares Indirect holdings after transaction: 290,300 shares +2 more

5 metrics

Total gifted shares 74,076 shares GiftCount and giftShares in transaction summary

Per-transaction gift size 37,038 shares Each reported gift of Common Shares of Beneficial Interest

Indirect holdings after transaction 290,300 shares Shares held by revocable trust after June 3, 2026 gift

Direct holdings after transaction 132,042 shares Directly owned shares following June 3, 2026 gift

Transaction date June 3, 2026 Date of reported bona fide gift transactions

Key Terms

Common Shares of Beneficial Interest, bona fide gift, revocable trust

3 terms

Common Shares of Beneficial Interest financial

"security_title: "Common Shares of Beneficial Interest""

Common Shares of Beneficial Interest are units that represent ownership in a company or organization, like owning a piece of a pie. They give investors voting rights and a chance to share in profits, making them important for those looking to invest and have a say in how the organization is run.

bona fide gift financial

"transaction_code_description": "Bona fide gift""

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

revocable trust financial

"gifted 37,038 shares he owns directly to his revocable trust"

A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 06/03/2026 - 04:11 PM Accepted by SEC EDGAR 06/03/2026 - 04:10 PM Learn about SEC filing dates

FAQ

What insider transaction did Federal Realty (FRT) CEO Donald C. Wood report?

Donald C. Wood reported bona fide gifts totaling 74,076 Federal Realty common shares. The filing shows two gift transactions dated June 3, 2026, classified as non-derivative dispositions of Common Shares of Beneficial Interest rather than any open-market sales or option exercises.

Was the Federal Realty (FRT) CEO’s Form 4 transaction an open-market sale?

No, the Form 4 reports bona fide gifts, not open-market sales. Both transactions are coded as "G" for gifts with a per-share price of $0.00, indicating non-cash transfers rather than sales into the market or purchases from the market.

How many Federal Realty (FRT) shares did CEO Donald C. Wood gift?

The transaction summary shows total gifts of 74,076 shares. This consists of two reported gift transactions of 37,038 Common Shares of Beneficial Interest each, all recorded on June 3, 2026, and classified as non-derivative dispositions on the Form 4.

What does the estate-planning footnote in the Federal Realty (FRT) Form 4 explain?

The footnote explains that Wood gifted 37,038 directly owned shares to his revocable trust as part of estate planning. As sole trustee and beneficiary, he retains sole control of those shares, meaning his effective control over that block of stock remains unchanged after the transfer.

How many Federal Realty (FRT) shares does the CEO hold after these gifts?

After the reported gifts, Wood’s indirect trust holdings are 290,300 shares and his direct holdings are 132,042 shares. These figures, shown in the post-transaction columns, indicate he continues to own a substantial stake in Federal Realty across both direct and trust accounts.

Does the Federal Realty (FRT) Form 4 show any options or derivative exercises?

No, the derivativeSummary section is empty and the transactionSummary reports zero derivative exercises. All reported activity involves non-derivative Common Shares of Beneficial Interest, with transactions coded as "G" bona fide gifts rather than option or warrant exercises.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

WOOD DONALD C

(Last) (First) (Middle)

909 ROSE AVENUE - SUITE 200

(Street)

NORTH BETHESDA MARYLAND 20852

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
FEDERAL REALTY INVESTMENT TRUST [ FRT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CEO & President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/03/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Shares of Beneficial Interest	06/03/2026		G		37,038	D	$0	132,042	D(1)
Common Shares of Beneficial Interest	06/03/2026		G		37,038	A	$0	290,300	I(1)	By Donald C. Wood Revocable Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. In connection with estate planning, Mr. Wood gifted 37,038 shares he owns directly to his revocable trust and as sole trustee and beneficiary of that trust, retains sole control of these shares.

Remarks:

	Dawn M. Becker, by power of attorney	06/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)