Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | Director | August 20, 2026 | August 21, 2026 |
| Taylor Morrison Home CorpTMHC · Entity 28500 | EVP and CFO | October 27, 2021 | October 29, 2021 |
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.
Dutch Bros Inc.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,215 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Exercise / conversion · Acquired 775 · Balance 7,215 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,324 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Exercise / conversion · Disposed 775 · Balance 2,324 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting.
Taylor Morrison Home Corp
Report date October 27, 2021 · Filed October 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,136 |
Ending reported balance
After 2021-10-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-10-27 · Exercise / conversion · Acquired 8,690 · Balance 107,826 Row 2 · 2021-10-27 · Sale · Disposed 7,537 · Balance 100,289 F1: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.81 to $30.80, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Row 3 · 2021-10-27 · Sale · Disposed 1,153 · Balance 99,136 F1: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.98 to $31.32, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.28 · Expires 2030-02-10 | Direct | 26,071 |
Reported balance
After 2021-10-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-10-27 · Exercise / conversion · Disposed 8,690 · Balance 26,071 F4: On February 10, 2020, the reporting person was granted 34,761 options vesting in four equal installments on each of February 10, 2021, February 10, 2022, February 10, 2023 and February 10, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy C.D. Cone Trust | 2,200 |
Reported balance
Holding disclosure · report date 2021-10-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,200 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.81 to $30.80, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.98 to $31.32, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F4: On February 10, 2020, the reporting person was granted 34,761 options vesting in four equal installments on each of February 10, 2021, February 10, 2022, February 10, 2023 and February 10, 2024.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 16:18 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000144 · wk-form4_1787329114.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,324 Underlying: Class A Common Stock · 775 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 16:18 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000144 · wk-form4_1787329114.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,215 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 13, 2026 Filed May 16, 2026 00:03 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 3,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000095 · wk-form4_1778889817.xml · derivative · entry 3 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,099 Underlying: Class A Common Stock · 3,099 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. Read SEC document |
| May 13, 2026 Filed May 16, 2026 00:03 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000095 · wk-form4_1778889817.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 444 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which vested on each of August 20, 2025, November 20, 2025, February 20, 2026, and the date of the Issuer's 2026 annual stockholder meeting, which occurred on May 13, 2026. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which vested on each of August 20, 2025, November 20, 2025, February 20, 2026, and the date of the Issuer's 2026 annual stockholder meeting, which occurred on May 13, 2026. Read SEC document |
| May 13, 2026 Filed May 16, 2026 00:03 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000095 · wk-form4_1778889817.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,440 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 20, 2026 Filed Feb 24, 2026 22:51 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000035 · wk-form4_1771973476.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 444 Underlying: Class A Common Stock · 445 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:51 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-26-000035 · wk-form4_1771973476.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,996 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 |
| November 20, 2025 Filed Nov 21, 2025 23:28 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000239 · wk-form4_1763767677.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 889 Underlying: Class A Common Stock · 445 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 23:28 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000239 · wk-form4_1763767677.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,551 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 |
| August 20, 2025 Filed Aug 21, 2025 20:42 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000204 · wk-form4_1755808947.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,334 Underlying: Class A Common Stock · 445 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. Read SEC document |
| August 20, 2025 Filed Aug 21, 2025 20:42 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000204 · wk-form4_1755808947.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,106 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 13, 2025 Filed May 14, 2025 20:36 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000143 · wk-form4_1747254982.xml · derivative · entry 3 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,779 Underlying: Class A Common Stock · 1,779 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2025, November 20, 2025, February 20, 2026, and the remaining 25% will vest on the earlier of (i) May 20, 2026, and (ii) the date of the Issuer's 2026 annual stockholder meeting. Read SEC document |
| May 13, 2025 Filed May 14, 2025 20:36 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 763 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000143 · wk-form4_1747254982.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 763 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2024, December 31, 2024, March 31, 2025 and the date of the Issuer's 2025 annual stockholder meeting, which occurred on May 13, 2025. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2024, December 31, 2024, March 31, 2025 and the date of the Issuer's 2025 annual stockholder meeting, which occurred on May 13, 2025. Read SEC document |
| May 13, 2025 Filed May 14, 2025 20:36 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 763 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000143 · wk-form4_1747254982.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,661 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 |
| March 31, 2025 Filed Mar 31, 2025 22:41 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000106 · wk-form4_1743460859.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 763 Underlying: Class A Common Stock · 762 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. Read SEC document |
| March 31, 2025 Filed Mar 31, 2025 22:41 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000106 · wk-form4_1743460859.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,898 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 |
| December 31, 2024 Filed Jan 2, 2025 16:35 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000011 · wk-form4_1735835736.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,525 Underlying: Class A Common Stock · 762 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 16:35 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-25-000011 · wk-form4_1735835736.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,136 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 |
| September 30, 2024 Filed Oct 1, 2024 17:01 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000280 · wk-form4_1727802068.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,287 Underlying: Class A Common Stock · 762 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 17:01 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 762 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000280 · wk-form4_1727802068.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,374 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 14, 2024 Filed May 15, 2024 16:07 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 1,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000158 · wk-form4_1715789208.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,612 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 14, 2024. F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 14, 2024. Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:07 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 1,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000158 · wk-form4_1715789208.xml · derivative · entry 3 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,612 Underlying: Class A Common Stock · 1,612 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 14, 2024. F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 14, 2024. Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:07 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000158 · wk-form4_1715789208.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,049 Underlying: Class A Common Stock · 3,049 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2024, December 31, 2024, March 31, 2025 and the remaining 25% will vest on the earlier of (i) June 30, 2025, and (ii) the date of the Issuer's 2025 annual stockholder meeting. Read SEC document |
| May 14, 2024 Filed May 15, 2024 16:07 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 1,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-24-000158 · wk-form4_1715789208.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,612 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 |
| October 27, 2021 Filed Oct 29, 2021 20:40 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 8,690 | $0.00 Strike: $26.28 | $0.00 |
DisclosureSEC source: 0000950142-21-003479 · es210196955_4-cone.xml · derivative · entry 5 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,071 Underlying: Common Stock · 8,690 shares Expires 2030-02-10 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. F4 · derivative.exercise_date: On February 10, 2020, the reporting person was granted 34,761 options vesting in four equal installments on each of February 10, 2021, February 10, 2022, February 10, 2023 and February 10, 2024. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:40 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 1,153 | $31.09 | $35,846.77 |
DisclosureSEC source: 0000950142-21-003479 · es210196955_4-cone.xml · nonDerivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.98 to $31.32, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:40 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 7,537 | $30.22 | $227,768.14 |
DisclosureSEC source: 0000950142-21-003479 · es210196955_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,289 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.81 to $30.80, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:40 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 8,690 | $26.28 | $228,373.20 |
DisclosureSEC source: 0000950142-21-003479 · es210196955_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,826 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 |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 134,736 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · derivative · entry 16 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 134,736 shares Expires 2023-04-12 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. F7 · derivative.exercise_date: On April 12, 2013, the Reporting Person was granted 175,000 options vesting in four equal installments on each of April 12, 2015, April 12, 2016, April 12, 2017 and April 12, 2018. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 33,406 | $0.00 Strike: $23.84 | $0.00 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · derivative · entry 15 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,136 Underlying: Common Stock · 33,406 shares Expires 2028-02-12 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. F6 · derivative.exercise_date: On February 12, 2018, the Reporting Person was granted 44,542 options vesting in three equal installments on each of February 12, 2019, February 12, 2020, and February 12, 2021. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 48,077 | $0.00 Strike: $18.74 | $0.00 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · derivative · entry 14 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 48,077 shares Expires 2027-02-02 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. F5 · derivative.exercise_date: On February 2, 2017, the Reporting Person was granted 48,077 options vesting in three equal installments on each of February 2, 2019, February 2, 2020, and February 2, 2021. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 22,387 | $0.00 Strike: $18.73 | $0.00 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · derivative · entry 13 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,387 shares Expires 2025-02-09 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. F4 · derivative.exercise_date: On February 9, 2015, the Reporting Person was granted 22,387 options vesting in four equal installments on each of February 9, 2016, February 9, 2017, February 9, 2018 and February 9, 2019. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 32,912 | $0.00 Strike: $18.18 | $0.00 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · derivative · entry 12 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,912 Underlying: Common Stock · 32,912 shares Expires 2029-02-19 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. F3 · derivative.exercise_date: On February 19, 2019, the Reporting Person was granted 65,824 options vesting in three equal installments on each of February 19, 2020, February 19, 2021, and February 19, 2022. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 134,736 | $27.40 | $3,691,766.40 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 10 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.00 to $27.72, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 134,736 | $22.00 | $2,964,192.00 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 9 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,872 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 |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 33,406 | $27.40 | $915,324.40 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 8 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.00 to $27.72, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 33,406 | $23.84 | $796,399.04 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 7 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,542 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 |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 48,077 | $27.40 | $1,317,309.80 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 6 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.00 to $27.72, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 48,077 | $18.74 | $900,962.98 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 5 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,213 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 |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 22,387 | $27.40 | $613,403.80 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.00 to $27.72, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 22,387 | $18.73 | $419,308.51 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,523 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 |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 32,912 | $27.40 | $901,788.80 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.00 to $27.72, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 32,912 | $18.18 | $598,340.16 |
DisclosureSEC source: 0000950142-21-002709 · es210179217_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,048 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 |
| April 28, 2021 Filed Apr 29, 2021 21:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,013 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001491 · es210148032_4-cone.xml · derivative · entry 8 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,736 Underlying: Common Stock · 1,013 shares Expires 2023-04-12 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. F3 · derivative.exercise_date: On April 12, 2013, the Reporting Person was granted 175,000 options vesting in four equal installments on each of April 12, 2015, April 12, 2016, April 12, 2017 and April 12, 2018. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 21:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 100 | $33.02 | $3,301.50 |
DisclosureSEC source: 0000950142-21-001491 · es210148032_4-cone.xml · nonDerivative · entry 5 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 21:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 913 | $33.00 | $30,129.00 |
DisclosureSEC source: 0000950142-21-001491 · es210148032_4-cone.xml · nonDerivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,236 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| April 28, 2021 Filed Apr 29, 2021 21:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 1,013 | $22.00 | $22,286.00 |
DisclosureSEC source: 0000950142-21-001491 · es210148032_4-cone.xml · nonDerivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,149 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 |
| April 27, 2021 Filed Apr 29, 2021 21:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 39,251 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001491 · es210148032_4-cone.xml · derivative · entry 7 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,749 Underlying: Common Stock · 39,251 shares Expires 2023-04-12 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. F3 · derivative.exercise_date: On April 12, 2013, the Reporting Person was granted 175,000 options vesting in four equal installments on each of April 12, 2015, April 12, 2016, April 12, 2017 and April 12, 2018. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 21:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 39,251 | $33.01 | $1,295,867.84 |
DisclosureSEC source: 0000950142-21-001491 · es210148032_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,136 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on February 16, 2021. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.01 to $33.03, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 21:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 39,251 | $22.00 | $863,522.00 |
DisclosureSEC source: 0000950142-21-001491 · es210148032_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,387 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.