{"filings":[{"id":471201,"accession_number":"0001104659-26-062569","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-05-15T20:16:33+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve LTIP amendment adding 3M shares; annual meeting results reported","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2009 LTIP increasing shares available by 3,000,000 to 3,481,936.","Five directors elected with strong support; Jay Sugarman received 56.5M votes for.","Deloitte & Touche ratified as auditor for FY2026 with 61.7M votes for.","Say-on-pay approved with 52.8M votes for, 4.6M against.","All shareholder proposals passed; no changes in leadership or other material developments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91258,"accession_number":"0001095651-26-000015","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9.51B unrealized capital appreciation in ground lease portfolio as of March 31, 2026","event_type":"other","confidence":"high","bullets":["Estimated UCA of $9,510M on Combined Property Value of $16,247M and Ground Lease Cost of $6,737M.","CBRE, Inc. engaged to perform independent valuations of Combined Property Values for ground leases.","UCA calculation includes ground leases with buy-out options, preemptive rights, and other tenant limitations.","Caret units: 83.9% held by Safehold; 78,996 Caret units remain available for awards; MSD Partners holds 122,500 units."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91257,"accession_number":"0001095651-26-000014","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q1 revenue $110.9M (+13% YoY); EPS $0.40 down 2% YoY","event_type":"earnings","confidence":"high","bullets":["Revenue $110.9M (+13% YoY); GAAP net income $28.9M (-2% YoY); EPS $0.40.","Closed $68M in new originations: $54M ground leases, $14M leasehold loan.","Non-binding LOIs ~$255M; Estimated UCA grew to $9.5B.","Park Hotels portfolio reduced net income by $3.5M due to hotel seasonality.","Repurchased 236k shares for $3.4M at avg $14.39; no debt maturities until 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":110854000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101238,"accession_number":"0001104659-26-034563","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold files new shelf registration statement and resale prospectus for 10.35M shares","event_type":"other_material","confidence":"high","bullets":["Filed new automatic shelf registration on Form S-3ASR to replace prior registration; prior terminated upon effectiveness March 25, 2026.","Prospectus supplement for resale of up to 6,105,389 shares of common stock by selling stockholders.","Second prospectus supplement for resale of up to 4,248,435 shares of common stock by other selling stockholders.","Legal opinions of Venable LLP regarding the securities were provided as exhibits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101237,"accession_number":"0001095651-26-000008","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9.3B unrealized capital appreciation in residual portfolio as of Dec 31, 2025","event_type":"other_material","confidence":"high","bullets":["Combined Property Value $15,947M, Ground Lease Cost $6,675M, Unrealized Capital Appreciation $9,272M.","Valuation by CBRE using income capitalization and sales comparison approaches per property type.","Properties include hotel, office, multi-family, life science, mixed-use; cap rates range 4.25-11.00%.","Safehold holds 83.8% of Caret units; officers/employees own 14.9% of outstanding Caret units.","Tenant buy-out options, preemptive rights, and lease expiry may limit realizable value of UCA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101236,"accession_number":"0001095651-26-000007","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q4 adjusted EPS $0.42, revenue $97.9M; names Michael Trachtenberg President","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $0.39, adjusted EPS $0.42 (ex $2.2M debt extinguishment loss); revenue $97.9M (+7% YoY).","FY 2025 GAAP EPS $1.59, adjusted $1.65; revenue $385.6M (+5% YoY); net income $114.5M.","Originated $429M new investments in 2025 (17 ground leases, 4 leasehold loans); portfolio GBV $7.1B.","S&P upgraded to A-; now A-/A3/A- with stable outlook. Closed $400M term loan, repaid $227M secured debt.","Appointed Michael Trachtenberg as President, strengthening leadership team."],"consensus_eps_estimate":null,"consensus_eps_actual":1.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":385552000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117591,"accession_number":"0001104659-25-118902","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Safehold amends RCF credit agreement to align financial covenants with recent term loan A facility","event_type":"other_material","confidence":"high","bullets":["Second Amendment to RCF Credit Agreement dated Dec 5, 2025 conforms financial covenants to those in Nov 25 term loan A.","New minimum EBITDA-to-fixed-charges ratio: 1.15:1.00.","Minimum unencumbered assets to unsecured debt ratio: 1.25:1.00; maximum secured debt to asset value: 50%.","Amendment entered by Safehold GL Holdings (borrower), Safehold Inc. (guarantor), JPMorgan Chase Bank as agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117590,"accession_number":"0001104659-25-117317","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Safehold appoints Michael Trachtenberg as President, effective Dec 1, 2025","event_type":"leadership","confidence":"high","bullets":["Annual base salary of $500,000; target bonus opportunity of $1,500,000.","Signing cash bonus of $250,000; 50,000 Caret Units vesting over 5 years.","One-time sign-on award of 93,076 RSUs vesting equally over 5 years.","Performance-based RSUs: 60,000 tied to affordable housing commitments, 700,000 tied to stock price hurdles (target 249% increase).","Trachtenberg previously President of Lubert-Adler real estate fund manager; 20 years of industry experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117589,"accession_number":"0001104659-25-116444","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-11-26T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Safehold closes $400M unsecured term loan, repays revolver and secured debt","event_type":"debt","confidence":"high","bullets":["$400M unsecured term loan closed Nov 25, 2025; maturity Nov 15, 2030 with two 1-year extension options.","Borrowing rate at SOFR + 90 bps based on A3/A-/A- ratings; hedged via SOFR swap at 3.0% through April 2028.","Proceeds used to repay ~$400M of revolving credit facility; also recently repaid $227M secured debt due 2027, unencumbering 12 ground leases.","Liquidity increased to $1.3B post-closing, enhancing financial flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117588,"accession_number":"0001095651-25-000029","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports $9,069M UCA in residual portfolio as of Sep 30, 2025","event_type":"other_material","confidence":"high","bullets":["Estimated unrealized capital appreciation (UCA) in owned residual portfolio: $9,069M as of Sep 30, 2025.","Combined Property Value $15,634M vs. Ground Lease Cost $6,565M, based on independent CBRE valuations.","UCA estimate is subject to tenant rights, rolling valuations, and may not reflect current market conditions.","Caret units: officers/employees hold 14.4% of outstanding; company owns 84.3%; 128,971 units remain available."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117587,"accession_number":"0001095651-25-000028","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q3 2025 net income $29.3M, EPS $0.41; revenue $96.2M, up 6% YoY","event_type":"earnings","confidence":"high","bullets":["GAAP net income $29.3M ($0.41 EPS), up 51% YoY; adjusted EPS $0.41 up 12% YoY.","Revenue $96.2M, up 6% YoY; YTD revenue $287.7M, net income $86.6M.","Q3 originations: 4 ground leases $42M (7.3% economic yield); Q4 QTD 4 leases $34M (7.2% yield).","Portfolio GBV $7.0B, estimated UCA $9.1B; GLTV 52%, rent coverage 3.4x.","Debt $4.84B, debt/equity 2.0x; cash & credit facility availability $1.13B; ratings stable/positive."],"consensus_eps_estimate":null,"consensus_eps_actual":1.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":287681000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134018,"accession_number":"0001095651-25-000022","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Safehold reports estimated UCA of $9.056B in residual portfolio as of June 30, 2025","event_type":"other_material","confidence":"high","bullets":["Combined Property Value $15.577B; Ground Lease Cost $6.521B; UCA $9.056B.","CBRE valuations use hypothetical fee simple value, ignoring ground lease; cap rates range 4.25%-11%.","UCA is non-GAAP; subject to limitations including tenant purchase options and rolling valuations.","Company owns 84.3% of outstanding Caret units; 128,871 units remain available for awards.","UCA estimate intended to support dividend growth objective; no YoY comparison provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134017,"accession_number":"0001095651-25-000021","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Safehold Q2 GAAP EPS $0.39 vs $0.42 YoY; revenue up 4% to $93.8M; portfolio GBV $6.9B","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP net income $27.9M ($0.39 EPS) down 6% YoY; adjusted EPS $0.39 vs $0.41.","Revenue $93.8M (+4% YoY); provision for credit losses $2.4M vs $0.6M last year.","New originations: $123M ground leases (4 deals) and $97M leasehold loans (3 deals); economic yield 7.2%.","Portfolio GBV $6.9B, estimated UCA $9.1B; remaining $400M for JV with sovereign wealth fund.","No corporate debt maturities until 2027; liquidity $1.2B (cash + credit facility)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":191519000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150764,"accession_number":"0001095651-25-000018","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Safehold appoints Christopher Uhlick as Chief Accounting Officer effective July 7","event_type":"leadership","confidence":"high","bullets":["Christopher Uhlick, 37, named CAO; succeeds Brett Asnas who remains CFO.","Uhlick previously SVP Accounting Policy & Financial Reporting at SL Green Realty.","Annual base salary of $270,000; eligible for annual bonus under incentive plan.","One-time grant of $125,000 in RSUs, cliff vesting on March 31, 2028.","No family relationships or reportable transactions with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150763,"accession_number":"0001104659-25-050058","cik":1095651,"company_name":"Safehold Inc.","ticker":"SAFE","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Safehold annual meeting elects directors, ratifies auditor, approves say-on-pay","event_type":"other_material","confidence":"high","bullets":["All five director nominees elected; Jay Sugarman received 55,979,835 votes for (96.4% of cast votes).","Ratification of Deloitte & Touche as auditor approved with 61,105,843 for, 101,942 against, 23,661 abstentions.","Say-on-pay advisory vote approved with 48,610,858 for (85.1% support), 8,506,025 against, 60,768 abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}