Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-18 · Built: 2026-10-18 · 中文

← United States · Coverage record

US · SEC FORM 4

Millrose Properties, Inc.

MRP · NYSE · CIK 0002017206 · Real Estate · REIT—Residential

INSIDER SIGNAL

88.5 / 100

5 buyers · 8 purchase transaction lines · $6.7M gross purchase

WHY THIS SIGNAL?

Buyer breadthStrong
Purchase sizeStrong
RoleStrong
RecencyLow
ConvictionStrong
Score anatomy

Each bar shows the contribution to the current score; the weights and formula stay unchanged.

Cluster+35.0 / 35
Purchase size+22.3 / 25
Role+18.0 / 20
Recency+3.2 / 10
Conviction+10.0 / 10

What is holding the score back?

  • ⚠ Purchase activity is becoming less recent
  • ✓ Cluster breadth is broad · 4+ insiders
  • ✓ Role scores high · most senior buyer: General Counsel and Secretary

Purchase-size comments are relative to the model scale. Average daily volume is a separate market-context diagnostic.

US-v1.2 ranks qualifying equity purchases under the current 180-day rules. The score is a research priority, not a return forecast or probability. Backtests have not shown that a higher US score is followed by better returns.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Gorson Matthew B.Director
○●●
Presa RachelGeneral Counsel and Secretary
●●
MIGOYA CARLOS A.Director
○●
Mincey Mary AlisonDirector
○
Lynch Kathleen B.Director
○
BARTELS PATRICK J JRDirector
○
● Purchase▼ Sale○ Other

Showing the six most active owners; 2 additional owner(s) remain in Form 4 evidence.

Purchase breadth & concentration

QUALIFYING BUYERS5
PURCHASE CONCENTRATION95%Largest buyer: Richman Darren · $6.4M
CLUSTER BUYING · 15D4 insidersPeak activity: 2026-05-11–2026-05-18

Roles in the peak window: Chief Operating Officer, Director, General Counsel and Secretary, See Remarks. Concentration uses priced qualifying P lines only and does not change the saved score.

SIGNAL HISTORY

88.5 / 100

Latest recorded score

↓ -0.1 ptsversus the previous recorded snapshot
  1. 88.8
  2. 88.8
  3. 88.7
  4. 88.6
  5. 88.5

Only scores saved when a full US scoring run completed are shown; gaps are not reconstructed.

Recent Form 4 activity

16Purchases
0Sales
11Other Form 4 lines
24SEC filings · 365 days
BUYING8 qualifying P line(s) · 180 days
SELLING0 sale line(s) · context only
OTHER5 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context provides additional background on recent price performance and risk. It does not affect the Insider Signal.

Price performance

1M
-24.4%
3M
-20.6%
6M
-26.9%
12M
-31.6%

Volatility & liquidity

Volatility
34.9%
Beta
—
Avg daily value
USD 40.8M

Valuation

Market cap
—
P/E
—

Fundamentals

Profit margin
63.3%
ROE
6.5%
Industry
REIT—Residential

Market data

Price data up to: 2026-10-11 · Price source: OpenBB/yfinance; volume from price cache (yfinance) · From SEC filings: Profit margin, ROE · Fiscal year ended: 2025-12-31 · Status: PASS

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
8,383,642
Previous report
7,816,747
Avg daily volume
2,511,675
Days to cover
3.3

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2026-08-10Gorson Matthew B.Purchase (P)Class A Common Stock3,000USD 28.80USD 86,400SEC filing ↗
2026-08-07MIGOYA CARLOS A.Purchase (P)Class A Common Stock1,000USD 29.18USD 29,180SEC filing ↗
2026-05-18Gorson Matthew B.Purchase (P)Class A Common Stock4,500USD 26.97USD 121,365SEC filing ↗
2026-05-13Presa RachelPurchase (P)Class A Common Stock307USD 26.62USD 8,172SEC filing ↗
2026-05-12Nitkin RobertPurchase (P)Class A Common Stock1,840USD 26.60USD 48,944SEC filing ↗
2026-05-11Richman DarrenPurchase (P)Class A Common Stock235,000USD 27.31USD 6,417,850SEC filing ↗
2026-05-11Presa RachelPurchase (P)Class A Common Stock725USD 27.18USD 19,706SEC filing ↗
2026-03-05Gorson Matthew B.Purchase (P)Class A Common Stock1,000USD 30.67USD 30,670SEC filing ↗
2025-11-26MIGOYA CARLOS A.Purchase (P)Class A Common Stock219USD —USD —SEC filing ↗
2025-11-24Lynch Kathleen B.Purchase (P)Class A Common Stock1,860USD 31.74USD 59,036SEC filing ↗
2025-11-12MIGOYA CARLOS A.Purchase (P)Class A Common Stock1,000USD 32.24USD 32,240SEC filing ↗
2025-10-30Presa RachelPurchase (P)Class A Common Stock476USD 32.35USD 15,399SEC filing ↗
2025-10-29Gorson Matthew B.Purchase (P)Class A Common Stock2,500USD 32.69USD 81,725SEC filing ↗
2025-10-28BARTELS PATRICK J JRPurchase (P)Class A Common Stock7,500USD 32.52USD 243,900SEC filing ↗
2025-05-21Pasha AdilPurchase (P)Class A Common Stock2,500USD 28.34USD 70,850SEC filing ↗

Form 4 evidence

27 transaction lines in the latest 365-day window; 48 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-08-10Gorson Matthew B.Purchase (P)Class A Common Stock3,000USD 28.80USD 86,400SEC filing ↗
2026-08-07MIGOYA CARLOS A.Purchase (P)Class A Common Stock1,000USD 29.18USD 29,180SEC filing ↗
2026-05-18Gorson Matthew B.Purchase (P)Class A Common Stock4,500USD 26.97USD 121,365SEC filing ↗
Show recent Form 4 evidence (25 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-08-10Gorson Matthew B.Purchase (P)Class A Common Stock3,000USD 28.80USD 86,400SEC filing ↗
2026-08-07MIGOYA CARLOS A.Purchase (P)Class A Common Stock1,000USD 29.18USD 29,180SEC filing ↗
2026-05-18Gorson Matthew B.Purchase (P)Class A Common Stock4,500USD 26.97USD 121,365SEC filing ↗
2026-05-13Presa RachelPurchase (P)Class A Common Stock307USD 26.62USD 8,172SEC filing ↗
2026-05-13Mincey Mary AlisonAward / grant (A)Class A Common Stock5,639USD 0.00USD 0SEC filing ↗
2026-05-13MIGOYA CARLOS A.Award / grant (A)Class A Common Stock5,639USD 0.00USD 0SEC filing ↗
2026-05-13Lynch Kathleen B.Award / grant (A)Class A Common Stock5,639USD 0.00USD 0SEC filing ↗
2026-05-13Gorson Matthew B.Award / grant (A)Class A Common Stock5,639USD 0.00USD 0SEC filing ↗
2026-05-13BARTELS PATRICK J JRAward / grant (A)Class A Common Stock5,639USD 0.00USD 0SEC filing ↗
2026-05-12Nitkin RobertPurchase (P)Class A Common Stock1,840USD 26.60USD 48,944SEC filing ↗
2026-05-11Richman DarrenPurchase (P)Class A Common Stock235,000USD 27.31USD 6,417,850SEC filing ↗
2026-05-11Presa RachelPurchase (P)Class A Common Stock725USD 27.18USD 19,706SEC filing ↗
2026-03-05Gorson Matthew B.Purchase (P)Class A Common Stock1,000USD 30.67USD 30,670SEC filing ↗
2025-12-10Mincey Mary AlisonAward / grant (A)Class A Common Stock6,451USD 0.00USD 0SEC filing ↗
2025-12-10MIGOYA CARLOS A.Award / grant (A)Class A Common Stock6,451USD 0.00USD 0SEC filing ↗
2025-12-10Lynch Kathleen B.Award / grant (A)Class A Common Stock6,451USD 0.00USD 0SEC filing ↗
2025-12-10Gorson Matthew B.Award / grant (A)Class A Common Stock6,451USD 0.00USD 0SEC filing ↗
2025-12-10BARTELS PATRICK J JRAward / grant (A)Class A Common Stock6,451USD 0.00USD 0SEC filing ↗
2025-11-26MIGOYA CARLOS A.Purchase (P)Class A Common Stock219USD —USD —SEC filing ↗
2025-11-26LENNAR CORP /NEW/J (J)Class A Common Stock33,298,754USD —USD —SEC filing ↗
2025-11-24Lynch Kathleen B.Purchase (P)Class A Common Stock1,860USD 31.74USD 59,036SEC filing ↗
2025-11-12MIGOYA CARLOS A.Purchase (P)Class A Common Stock1,000USD 32.24USD 32,240SEC filing ↗
2025-10-30Presa RachelPurchase (P)Class A Common Stock476USD 32.35USD 15,399SEC filing ↗
2025-10-29Gorson Matthew B.Purchase (P)Class A Common Stock2,500USD 32.69USD 81,725SEC filing ↗
2025-10-28BARTELS PATRICK J JRPurchase (P)Class A Common Stock7,500USD 32.52USD 243,900SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-18
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerMRP
CIK0002017206
SectorReal Estate
IndustryREIT—Residential Yahoo Finance
SEC SIC6500 Real Estate
ExchangeNYSE

Data coverage

Local Form 4 history48 transaction lines from 2025-02-13 to 2026-08-10
31 P purchase lines · 0 S sale lines · 17 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.