STRS STRATUS PROPERTIES INC Insider Trading

10% owner Oasis Management sold 48.8K shares across 5 transactions for $1,463,234.57; retains 1,027,258 shares post-transaction.

Oasis Management, a 10% owner of Stratus Properties, executed 5 separate sales totaling 48,806 shares (48.8K shares) for $1,463,234.57 between April 17–20, 2026, at a blended average price of $29.98. The stake reduction of -4.5% vs pre-transaction holdings leaves the insider holding 1,027,258 shares. Context is material: Stratus is underperforming fundamentally with net income of $-8,007,000.00 (quarterly loss), revenue of $4,969,000.00, and annual revenue growth of -44.8%, alongside a stock price currently -7.3% from its 52-week high of $32.34. The stock has recovered +5.8% over 30 days and +12.0% over 90 days, yet the company is running operational losses. The significant block sale by a major shareholder during a period of fundamental weakness and concurrent stock recovery warrants investor attention to whether this signals confidence is waning at current valuation, though the insider retains material stakes, suggesting non-exit intent.

10% owner Oasis Management sells 40,031 shares across 6 transactions for $1.2M at blended $30.13, reducing stake -3.6% to 1.08M shares.

Oasis Management Co Ltd., a 10% owner of Stratus Properties, executed 6 separate sales totaling 40,031 shares for $1,206,161.90 between April 15–16, 2026, with a blended average price of $30.13. The sales reduced its holding from 1.12M to 1.08M shares, a -3.6% reduction in position size. Notably, the company is trading at $29.90 (current price), having risen +3.6% in 30 days and +15.0% in 90 days from the point of sale, placing the current price -7.5% below the 52-week high of $32.34. Stratus Properties faces significant headwinds: latest quarter revenue stands at $5.0M with a net loss of $-8.0M, and annual revenue has contracted -44.8% year-over-year, yet the stock carries a P/E of 20.07 and market cap of $238.7M. The timing of this multi-tranch liquidation occurs as the stock has rebounded post-sale; Oasis's cross-ticker track record shows 20 prior sells with an average 90-day return of +59.8% (indicating those prior sells were poorly timed on average), but no measurable outcome data exists for the 4 prior STRS-specific trades.