Real Estate · Land Subdividers & Developers (No Cemeteries)

STRS STRATUS PROPERTIES INC SEC Filings & Insider Trading Activity 2026

company
CIK 885508140 filings
Russell 2000

STRS at a glance

STRATUS PROPERTIES INC (STRS, SEC CIK 885508) filed its latest 10-K annual report on March 27, 2026, a 10-Q quarterly report on May 12, 2026, an 8-K current report on July 1, 2026 and Form 4 insider filings as recently as July 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), STRATUS PROPERTIES INC (STRS) reported revenue of $29.9 million (down 44.8% from FY2024) and net income of $12.0 million. Diluted EPS was $1.47.
  • As of June 30, 2026, 15 institutional investment managers tracked by SignalX reported holding STRATUS PROPERTIES INC (STRS) shares worth $30.8 million in 13F-HR filings.
  • The most recent insider open-market sale reported on Form 4 was by Oasis Management Co Ltd. on July 8, 2026 of 8,720 shares at $27.50 per share.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$29.9M
−44.8% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
15 funds
$30.8M · −1 vs prior quarter
Latest 8-K
Jul 1, 2026
Item 3.01 · Item 8.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Mar 31, 2026

Management Discussion & Analysis

  • Revenue and profitability figures not provided in supplied MD&A excerpt
  • Cash position, operating cash flow, and capital deployment not provided

Risk Factors

  • No risk-factors section provided; submitted text covers Items 2, 5, 6, and signatures
  • Share-repurchase liquidity use: $5.2 million spent through April 30, 2026
  • Financial commitment: $19.8 million remained available under the $25.0 million repurchase program
  • Debt modification activity: Holden Hills agreements effective February 6 and March 5, 2026
  • No director or officer adopted or terminated trading arrangements during the quarter

AI summary of the STRS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Jul 1, 2026Full analysis →

Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule

  • Voluntary Nasdaq delisting tied to approved complete liquidation and dissolution plan
  • Form 25 expected around July 31, 2026; delisting targeted for August 10, 2026

Item EX-99.1: Item EX-99.1

  • Initial liquidating distribution of $5.00 per share payable July 20, 2026 to stockholders of record July 13, 2026
  • Additional distributions expected, but timing and amounts depend on asset-sale proceeds, liabilities, taxes, litigation and reserves

Item 8.01: Other Events

  • Plan of Liquidation remains the central shareholder catalyst, with future distributions dependent on asset-sale proceeds, costs and reserves
  • Fifth Third Bank consent required for dividends or stock repurchases above $1.0 million
Filed Jun 26, 2026Full analysis →

Item 8.01: Other Events

  • Jones Crossing–Retail disposition generated $21.7 million in pre-tax net cash proceeds after selling costs and project-loan repayment
  • Unaudited pro forma statements show the transaction’s effect on Stratus’ historical financial position

Item EX-99.1: Item EX-99.1

  • Jones Crossing–Retail sold for $46.5 million cash, including 154,092 square feet and approximately 22 undeveloped commercial acres
  • Pre-tax net cash proceeds approximately $21.7 million after selling costs and project-loan repayment

Item 2.01: Completion of Acquisition or Disposition of Assets

  • Jones Crossing–Retail sold for $46.5 million, generating $21.7 million net cash after $24.0 million project-loan repayment
  • Transaction reduced pro forma debt by $23.7 million and lease liabilities by $10.5 million, strengthening the balance sheet
Filed Jun 12, 2026Full analysis →

Item 1.01: Entry into a Material Definitive Agreement

  • Third Modification Agreement effective June 8, 2026, amending Holden Hills, L.P.’s financing with Fifth Third Bank
  • Stratus Properties remains guarantor, preserving parent-level exposure to the modified obligations

AI summaries of STRS 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Oasis Management Co Ltd.SellJul 8, 2026$27.50
Oasis Management Co Ltd.SellJul 8, 2026$27.51
Oasis Management Co Ltd.SellJul 7, 2026$27.52
Oasis Management Co Ltd.SellJul 7, 2026$27.50
JOSEPH JAMESSellJun 3, 2026$27.77
Rhone Neville L. Jr.AJun 1, 2026-
MADDEN MICHAEL DAJun 1, 2026-
Henriksen KateAJun 1, 2026-

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$17.3M$54.2M$29.9M
Operating Income-$16.9M-$2.2M$10.8M
Net Income-$14.8M$2.0M$12.0M
Op. Margin-98.1%-4.0%36.1%
Net Margin-85.7%3.6%40.1%
Balance Sheet
Total Assets$517.8M$532.6M$563.4M
Equity$191.5M$194.7M$204.5M
ROE-7.7%1.0%5.9%
Per Share
EPS-$0.24$1.47
Cash Flow
Operating CF-$51.3M-$5.8M-$29.9M

Source: XBRL data in STRATUS PROPERTIES INC (STRS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate STRS share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
STRS shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202615$30.8M
Q1 202616$40.8M
Q4 202513$34.0M
Q3 202514$29.8M
Q2 202514$26.3M
Q1 202511$18.4M
Q4 20248$20.7M
Q3 20246$15.1M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 97 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

STRS filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
4Jul 9, 2026--
8-KJul 1, 2026Analysis-
8-KJun 26, 2026Analysis-
8-KJun 12, 2026Analysis-
4Jun 5, 2026-
4Jun 1, 2026-
4Jun 1, 2026-
4Jun 1, 2026-
8-KJun 1, 2026Analysis
4Jun 1, 2026-
4Jun 1, 2026-
4Jun 1, 2026-
8-KMay 28, 2026Analysis
4May 27, 2026-
4May 19, 2026-
10-QMay 12, 2026Analysis
8-KMay 12, 2026Analysis
4May 11, 2026-
4May 6, 2026-
4Apr 29, 2026--
4Apr 24, 2026--
4Apr 21, 2026--
4Apr 17, 2026--
4Apr 9, 2026--
4Apr 6, 2026--

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STRS SEC filings: frequently asked questions

Which institutions hold STRS stock?

As of June 30, 2026, the largest STRATUS PROPERTIES INC (STRS) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($10.9 million), Vanguard Capital Management LLC ($8.9 million), Bank of America Corp ($3.0 million), Two Sigma Investments ($2.4 million), Citadel Advisors LLC ($1.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was STRS's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), STRATUS PROPERTIES INC (STRS) reported revenue of $29.9 million (down 44.8% from FY2024) and net income of $12.0 million. Diluted EPS was $1.47. The figures come from the XBRL data in the 10-K.

What did STRS report in its latest 8-K?

STRATUS PROPERTIES INC (STRS) filed an 8-K on July 1, 2026 reporting Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule) and Item 8.01 (Other Events). Voluntary Nasdaq delisting tied to approved complete liquidation and dissolution plan.

What are the latest STRS SEC filings?

STRATUS PROPERTIES INC (STRS) filed its latest 10-K annual report on March 27, 2026, a 10-Q quarterly report on May 12, 2026, an 8-K current report on July 1, 2026 and a Form 4 insider filing on July 9, 2026.

What is STRS's SEC CIK number?

STRATUS PROPERTIES INC (STRS)'s SEC Central Index Key (CIK) is 885508. EDGAR lists every STRS filing under that number.

Ask anything about STRS

The research agent reads STRS's filings, financials, insider trades and 13F holders, then answers with sources.