Victoria Spartz buys Simon Property Group stock via Roth IRA

Published 12/02/2025, 10:58
Victoria Spartz buys Simon Property Group stock via Roth IRA

Investors may want to keep an eye on Simon Property Group (BVMF:SIMN34), Inc. (NYSE:SPG), as the representative for Indiana’s 5th congressional district, Victoria Spartz, recently purchased stock in the company. The transaction, which took place on February 3, 2025, was reported on February 7, 2025.

The value of the trade was reported to be within the range of $15,001 to $50,000. The timing is notable as SPG’s stock has shown strong momentum, delivering a 29.19% return over the past year and currently trading near its 52-week high of $186.

The transaction was conducted through a Charles Schwab (NYSE:SCHW) Roth IRA, an investment vehicle typically used for retirement savings. The Roth IRA is owned by Spartz’s spouse, Jason Spartz. The acquisition of Simon Property Group stock suggests a potential long-term investment strategy, as Roth IRAs often serve as vehicles for retirement savings, allowing for tax-free growth and tax-free withdrawals in retirement.

Simon Property Group, Inc. is a global leader in the ownership of premier shopping, dining, entertainment, and mixed-use destinations. With a market capitalization of $69.23 billion, the company has maintained dividend payments for 32 consecutive years and currently offers a 4.65% dividend yield.

According to InvestingPro, the company maintains a "GREAT" financial health score, with particularly strong marks in profitability metrics. For deeper insights into SPG’s valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

It’s crucial to note that congressional trades are public information and are monitored for any potential conflicts of interest. As a member of congress, Spartz is required to report her transactions to maintain transparency and compliance with the STOCK Act, a law designed to combat insider trading.

The recent purchase of Simon Property Group stock by Victoria Spartz serves as an example of the investment activities of U.S. Congress members, providing insight into how lawmakers are allocating their personal finances and retirement savings. However, it’s important to remember that these activities do not necessarily indicate a specific economic trend or investment strategy.

For a more comprehensive analysis, InvestingPro subscribers can access detailed financial metrics, analyst price targets ranging from $160 to $220, and exclusive ProTips that provide actionable insights into SPG’s market position and growth potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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