Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PULTEGROUP INC/MI/PHM · Entity 3207 | Senior Vice President - HR | February 06, 2023 | February 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PULTEGROUP INC/MI/
Report date February 06, 2023 · Filed February 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,316 |
Reported balance
After 2023-02-06 transaction · row 1
1 source rowRow 1 · 2023-02-06 · Tax withholding · Disposed 1,901 · Balance 77,316 F1: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 06, 2023 Filed Feb 6, 2023 20:43 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 1,901 | $59.02 | $112,197.02 |
DisclosureSEC source: 0001127602-23-003529 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,316 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:19 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 12,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003405 · form4.xml · nonDerivative · entry 3 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,217 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:19 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 2,767 | $57.36 | $158,715.12 |
DisclosureSEC source: 0001127602-23-003405 · form4.xml · nonDerivative · entry 2 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,629 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:19 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 5,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003405 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,396 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 23:02 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 2,520 | $50.61 | $127,537.20 |
DisclosureSEC source: 0001127602-22-003787 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,494 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 18:01 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 3,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003293 · form4.xml · nonDerivative · entry 3 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,014 Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 18:01 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 1,880 | $53.83 | $101,191.00 |
DisclosureSEC source: 0001127602-22-003293 · form4.xml · nonDerivative · entry 2 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,298 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 18:01 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 3,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003293 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,178 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| May 10, 2021 Filed May 11, 2021 18:51 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 652 | $62.76 | $40,919.52 |
DisclosureSEC source: 0001127602-21-016203 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,225 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 00:46 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 1,185 | $47.48 | $56,263.80 |
DisclosureSEC source: 0001127602-21-004793 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,877 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:48 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 4,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004237 · form4.xml · nonDerivative · entry 3 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,062 Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:48 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Disposition to issuerCommon Stock | 1,688 | $46.12 | $77,850.56 |
DisclosureSEC source: 0001127602-21-004237 · form4.xml · nonDerivative · entry 2 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,725 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:48 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 3,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004237 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,413 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2013 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 00:30 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Disposition to issuerCommon Stock | 1,225 | $45.92 | $56,252.00 |
DisclosureSEC source: 0001127602-20-004721 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,922 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:07 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 4,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004286 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,147 Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 22:14 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $12.34 | $0.00 |
DisclosureSEC source: 0001127602-19-020563 · form4.xml · derivative · entry 3 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2019-08-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 22:14 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 10,000 | $31.25 | $312,526.00 |
DisclosureSEC source: 0001127602-19-020563 · form4.xml · nonDerivative · entry 2 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,933 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $31.24 to $31.275, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 22:14 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Exercise / conversionCommon Stock | 10,000 | $12.34 | $123,350.00 |
DisclosureSEC source: 0001127602-19-020563 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,933 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 02:45 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 1,346 | $26.61 | $35,817.06 |
DisclosureSEC source: 0001127602-19-005797 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,933 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:39 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 5,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004907 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,279 Read SEC document |
| May 10, 2018 Filed May 15, 2018 01:30 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 1,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-017440 · form4.xml · nonDerivative · entry 1 Hairston Michelle H. · CIK 0001735544 · Senior Vice President - HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,693 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.