MRP Millrose Properties, Inc. Insider Trading

Director Gorson bought 4,500 shares of MRP at $26.96 on 2026-05-18; stock down -26.0% from 52-week high, cluster of 3 other insiders also bought within 14 days.

Director Matthew B. Gorson purchased 4,500 shares at $26.96, increasing his holdings to 35,750 shares, a +14.4% net increase relative to his pre-transaction holdings of 31,250 shares. The purchase occurs with MRP trading at $26.65, down -26.0% from its 52-week high of $36.00, and the stock has declined -14.1% over the past 30 days and -15.1% over the past 90 days. At the same time, 3 other insiders also bought within the past 14 days, establishing a cluster buy pattern. Of Gorson's 4 prior trades at MRP, timing outcomes at the 90-day mark were mixed: two showed positive returns (buy on 2025-05-19: +12.4%, buy on 2025-02-13: +23.1%), while two showed negative returns (buy on 2026-03-05: -12.2%, buy on 2025-10-29: -8.8%). The company trades at a P/E of 10.92 with latest-quarter net income of $122.9M on revenue of $194.9M.

General Counsel Presa Rachel acquires 1,032 shares in two open-market purchases as stock trades well below 52-week highs; sixth open-market buy in 36 months with mixed prior results.

Presa Rachel, the company's General Counsel and Secretary, has returned to the market for her fifth and sixth open-market purchases at Millrose Properties within the past year, adding more than a thousand shares over two days in mid-May as the stock trades nearly 26% below its 52-week high. This accumulation occurs within a broader cluster: three insiders purchased shares within a 14-day window, suggesting activity across multiple levels of the company. Rachel's track record at this stock is mixed — her two prior purchases in March saw the stock climb significantly over the following months, but her two purchases last October resulted in declines on both short-term and longer-term horizons, showing inconsistent timing. The company itself remains financially healthy, with solid profitability and recent quarters demonstrating stable operational performance, making this a buy into a fundamentally sound business rather than a turnaround bet. However, the stock's significant pullback from its 52-week highs, combined with the insider's repeat accumulation despite prior losses on some of her previous buys, suggests she sees value at current levels even with the mixed signals from her own recent trading history.

COO Robert Nitkin purchases 1,840 shares of MRP at $26.60, nearly doubling his stake as stock trades well below 52-week highs.

Robert Nitkin, the company's Chief Operating Officer, deployed over $48,000 to buy 1,840 shares—nearly doubling his shareholding from prior levels. The purchase occurs while the stock trades significantly below its 52-week high and has declined over the past month and quarter, placing the buy squarely into a period of weakness. Millrose Properties remains solidly profitable with strong recent quarterly earnings, and Nitkin's prior open-market purchase at the company followed by meaningful stock appreciation offers a relevant precedent. This is his second open-market purchase of Millrose shares in the 36-month window, establishing a pattern of accumulation rather than diversification. A C-suite operator buying material size into a profitable company during a selloff warrants close attention, though the modest absolute share count and Nitkin's non-board status limit the full scope of insider conviction available from this filing alone.

Officer Richman Darren acquires 235,000 shares in two open-market purchases, expanding his stake by over 400% as stock trades well below 52-week highs.

Richman Darren, an officer at Millrose Properties, deployed over $6.4 million to purchase 235,000 shares in two transactions, dramatically expanding his holdings from roughly 44,000 shares to nearly 280,000 shares. This is his fourth and fifth open-market purchase of MRP stock in the past 36 months, demonstrating consistent appetite for the company at successively lower prices. The timing is notable: the stock is trading well below its 52-week high and has declined sharply over the past three months, yet Richman continues to buy. His three prior purchases at this ticker produced mixed near-term outcomes—all three saw the stock decline within 30 days—but all three recovered and posted solid gains over a 90-day horizon, suggesting his purchases have historically been well-timed on a longer view despite near-term weakness. Millrose itself remains profitable with stable fundamentals, trading at a reasonable valuation, which provides some context for why an officer with direct operating knowledge would continue accumulating shares into a pullback rather than waiting for a rebound.

Director Matthew B. Gorson buys 1,000 MRP shares at $30.66; stock down 15.5% from 52-week high, but 2 of 3 prior same-ticker buys showed +90d gains.

Director Gorson purchased 1,000 shares at $30.66 on 2026-03-05, increasing his holding to 25.6K shares. The stock currently trades at $29.99, down 15.5% from its 52-week high of $35.50, and down 5.4% over the past 30 days. This is Gorson's fourth purchase at MRP; his prior three trades at this ticker show a mixed near-term pattern (30-day returns: -6.8%, -0.1%, -3.8%) but stronger execution at the 90-day horizon, with 2 of 3 prior buys proving well-timed as the stock rebounded (90-day returns: -8.8%, +12.4%, +23.1%). The company's fundamentals remain sound with revenue of $179.3M and net income of $105.1M, yielding a P/E of 12.29. The repeated buying despite recent price weakness, combined with the director's demonstrated ability to capture gains at the 90-day mark in 2 of 3 prior MRP purchases, suggests a sustained view of value at these levels rather than a one-off transaction.

Director Migoya buys 219 MRP shares; 3 of 3 prior MRP buys yielded positive 90d returns, latest at -14.8% from 52-week high

MIGOYA CARLOS A., a director, purchased 219 shares of MRP on 2025-11-26, bringing holdings to 16,985 shares, a +1.3% increase versus pre-transaction holdings. This buy occurs just two weeks after a prior MRP purchase on 2025-11-12, and follows a pattern of strong execution at this ticker: his three prior MRP buys (2025-02-13, 2025-03-03, 2025-03-05) each generated positive 90-day returns of +26.4%, +21.8%, and +24.0% respectively, with 100% win-rate timing at the 90-day mark. The current price of $30.23 is -14.8% from the 52-week high of $35.50, and the stock has declined -6.2% over 30 days and -11.5% over 90 days. The repetition of buys during a period of recent weakness, combined with a flawless historical record of well-timed entry points at this ticker, suggests the insider views current valuation as an opportunity despite near-term price pressure.

Director Lynch Kathleen B. purchased 1,860 shares of MRP at $31.74 on 2025-11-24, increasing holdings by 24.3% to 9.5K shares

Director Lynch Kathleen B. acquired 1,860 shares (valued at $59,032.68) at $31.74, expanding her position from 7,650 to 9,510 shares. The purchase occurred near the lower end of the 52-week range ($21.22–$35.50), with the stock currently trading at $31.72, only 2 cents below the transaction price. Millrose Properties generated $179,260,000.00 in quarterly revenue with net income of $105,060,000.00, indicating strong operational profitability. The 24.3% increase in her shareholding represents a material expansion of personal exposure to the company, though without scheduled transaction flags or prior insider trading patterns at this ticker, the specific timing signal remains contextual rather than predictive.

Director Migoya purchases 1,000 MRP shares at $32.24; continuing accumulation pattern with 100% 90-day win rate on 3 prior same-ticker buys.

Director Carlos A. Migoya purchased 1,000 shares of Millrose Properties at $32.24, bringing his holdings to 16,766 shares (+6.3% net increase). This transaction continues a consistent buying pattern: all 3 of his prior purchases at MRP have generated positive 90-day returns (ranging from +21.8% to +26.4%), demonstrating a 100% same-ticker timing accuracy at the 90-day mark. His cross-ticker track record across all open-market buys shows an average 90-day return of +24.0% with a 100% win rate, establishing a strong historical precedent for his trading judgment. The stock's current price of $31.17 represents a -12.2% pullback from its 52-week high of $35.50, occurring after the transaction was executed, providing context for the timing relative to recent price action.

General Counsel Presa Rachel purchases 476 shares ($15,399.00) in 2 transactions at MRP; holdings increase 48.0% to 1,468 shares amid cluster buy activity.

Presa Rachel, General Counsel and Secretary at Millrose Properties, completed 2 separate purchases totaling 476 shares for $15,399.00 on 2025-10-30, raising her holdings from 992 to 1,468 shares—a 48.0% increase in her position. The blended average price of $32.35 sits just 0.4% above the current price of $32.21, and only 9.3% below the 52-week high of $35.50, suggesting the purchases occurred near recent price levels rather than at a multi-month trough. A significant pattern emerges when examining her prior trades at MRP: her 2 previous purchases (both on 2025-03-03) were each well-timed at the 90-day mark, delivering 90d returns of +22.3% and +22.1% respectively. Her cross-ticker track record shows 2 prior buys with a 100.00% 90-day win rate and an average 90d return of +22.2%, establishing a consistent pattern of purchases followed by appreciation. The filing also discloses that 2 other insiders bought within the past 14 days, indicating a cluster buy pattern at the company level. With strong fundamentals (Net income $105.1M on Revenue $179.3M in the latest quarter), the convergence of multiple insider purchases during a period near 52-week highs merits investor attention.

Director Matthew B. Gorson buys 2,500 MRP shares at $32.69; third consecutive buy; prior two trades at ticker showed 90d returns of +12.4% and +23.1%.

Gorson has executed three consecutive open-market purchases of Millrose Properties stock, accumulating holdings to 18,160 shares (18.2K shares). His prior two purchases at this ticker—on 2025-02-13 and 2025-05-19—each yielded positive 90-day returns of +23.1% and +12.4% respectively, establishing a pattern of well-timed entry points at MRP. The company reports strong fundamentals with revenue of $179,260,000.00 ($179.3M) and net income of $105,060,000.00 ($105.1M) in the latest quarter. Notably, this purchase occurs within a 14-day cluster in which 2 other insiders also bought MRP stock, suggesting a convergence of insider purchasing signals at the current price level of $32.69, despite the stock trading 8.8% below its 52-week high of $35.50.