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 |
|---|---|---|---|---|---|---|
| March 26, 2021 Filed Mar 31, 2021 01:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 34,153 | $0.00 Strike: $11.30 | $0.00 |
DisclosureSEC source: 0000950142-21-001124 · es210141376_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,153 shares Expires 2026-02-08 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_date: On February 8, 2016, the Reporting Person was granted 68,306 options vesting in four equal installments on each of February 8, 2017, February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| March 26, 2021 Filed Mar 31, 2021 01:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 34,153 | $31.02 | $1,059,429.48 |
DisclosureSEC source: 0000950142-21-001124 · es210141376_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 Read SEC document |
| March 26, 2021 Filed Mar 31, 2021 01:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 34,153 | $11.30 | $385,928.90 |
DisclosureSEC source: 0000950142-21-001124 · es210141376_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,289 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 10, 2021 Filed Mar 13, 2021 02:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 6,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000945 · es210137543_4-cone.xml · derivative · entry 5 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,805 Underlying: Common Stock · 6,112 shares Expires not disclosed F4 · derivative.exercise_price: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2020) were achieved at a level resulting in 6,112 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. F4 · price: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2020) were achieved at a level resulting in 6,112 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. F4 · derivative.exercise_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2020) were achieved at a level resulting in 6,112 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. F4 · derivative.expiration_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2020) were achieved at a level resulting in 6,112 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 02:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 16,492 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000945 · es210137543_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,492 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: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 12, 2018, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F1 · price: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 12, 2018, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F3 · derivative.exercise_date: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the third tranche (2020) were achieved at a level resulting in 4,377 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the third tranche (2020) were achieved at a level resulting in 4,377 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 02:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 4,377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000945 · es210137543_4-cone.xml · derivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,492 Underlying: Common Stock · 4,377 shares Expires not disclosed F3 · derivative.exercise_price: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the third tranche (2020) were achieved at a level resulting in 4,377 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. F3 · price: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the third tranche (2020) were achieved at a level resulting in 4,377 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.exercise_date: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the third tranche (2020) were achieved at a level resulting in 4,377 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the third tranche (2020) were achieved at a level resulting in 4,377 PSUs being earned by the Reporting Person on March 10, 2021, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 02:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 7,331 | $29.76 | $218,170.56 |
DisclosureSEC source: 0000950142-21-000945 · es210137543_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 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 02:13 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantCommon Stock | 16,492 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-000945 · es210137543_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,467 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 12, 2018, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 23:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 5,672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000742 · es210133450_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,673 Underlying: Common Stock · 5,672 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F3 · derivative.exercise_date: On February 19, 2019, the Reporting Person was granted 17,017 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. F3 · derivative.expiration_date: On February 19, 2019, the Reporting Person was granted 17,017 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 23:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 2,522 | $28.61 | $72,154.42 |
DisclosureSEC source: 0000950142-21-000742 · es210133450_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,975 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 23:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 5,672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000742 · es210133450_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,497 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 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 02:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 18,273 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000707 · es210132411_4-cone.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,273 Underlying: Common Stock · 18,273 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock. F5 · price: The RSUs were granted to the Reporting Person in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 16, 2022, February 16, 2023 and February 16, 2024. F4 · derivative.expiration_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 16, 2022, February 16, 2023 and February 16, 2024. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 02:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 35,591 | Not disclosed Strike: $28.32 | Not disclosed |
DisclosureSEC source: 0000950142-21-000707 · es210132411_4-cone.xml · derivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,591 Underlying: Common Stock · 35,591 shares Expires 2031-02-16 F2 · price: The options were granted to the Reporting Person in accordance with the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F1 · derivative.exercise_date: Subject to certain conditions, the options will generally vest in four equal installments of 25% on each of February 16, 2022, February 16, 2023, February 16, 2024 and February 16, 2025. Read SEC document |
| February 12, 2021 Filed Feb 18, 2021 01:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 4,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000663 · es210132168_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,129 Underlying: Common Stock · 4,129 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F3 · derivative.exercise_date: On February 12, 2018, the Reporting Person was granted 12,387 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 12, 2020, February 12, 2021, and February 12, 2022. F3 · derivative.expiration_date: On February 12, 2018, the Reporting Person was granted 12,387 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 12, 2020, February 12, 2021, and February 12, 2022. Read SEC document |
| February 12, 2021 Filed Feb 18, 2021 01:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 1,836 | $29.40 | $53,978.40 |
DisclosureSEC source: 0000950142-21-000663 · es210132168_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,825 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 12, 2021 Filed Feb 18, 2021 01:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 4,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000663 · es210132168_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,661 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. F1 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 10, 2021 Filed Feb 13, 2021 02:45 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 6,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000552 · es210130540_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,558 Underlying: Common Stock · 6,278 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F3 · derivative.exercise_date: On February 10, 2020, the Reporting Person was granted 18,836 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 10, 2021, February 10, 2022 and February 10, 2023. F3 · derivative.expiration_date: On February 10, 2020, the Reporting Person was granted 18,836 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 10, 2021, February 10, 2022 and February 10, 2023. Read SEC document |
| February 10, 2021 Filed Feb 13, 2021 02:45 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 1,849 | $29.41 | $54,379.09 |
DisclosureSEC source: 0000950142-21-000552 · es210130540_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,532 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 10, 2021 Filed Feb 13, 2021 02:45 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 6,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000552 · es210130540_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,381 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 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 23:35 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 4,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000372 · es210129438_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,669 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The restricted stock units were granted to the Reporting Person in accordance with the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F3 · derivative.exercise_date: On February 2, 2017, the reporting person was granted 14,007 RSUs, vesting in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020 and February 2, 2021. F3 · derivative.expiration_date: On February 2, 2017, the reporting person was granted 14,007 RSUs, vesting in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020 and February 2, 2021. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 23:35 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 1,376 | $27.15 | $37,358.40 |
DisclosureSEC source: 0000950142-21-000372 · es210129438_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,103 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 23:35 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 4,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-000372 · es210129438_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,479 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 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 34,153 | $0.00 Strike: $11.30 | $0.00 |
DisclosureSEC source: 0000950142-21-000228 · es210127126_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,153 Underlying: Common Stock · 34,153 shares Expires 2026-02-08 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_date: On February 8, 2016, the Reporting Person was granted 68,306 options vesting in four equal installments on each of February 8, 2017, February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 34,153 | $30.00 | $1,024,590.00 |
DisclosureSEC source: 0000950142-21-000228 · es210127126_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,810 Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 22:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 34,153 | $11.30 | $385,928.90 |
DisclosureSEC source: 0000950142-21-000228 · es210127126_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,963 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 03, 2020 Filed Mar 6, 2020 00:49 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 6,693 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000709 · es2000433_4-cone.xml · derivative · entry 5 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,693 Underlying: Common Stock · 6,693 shares Expires not disclosed F4 · derivative.exercise_price: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2019) were achieved at a level resulting in 6,693 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. F4 · price: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2019) were achieved at a level resulting in 6,693 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. F4 · derivative.exercise_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2019) were achieved at a level resulting in 6,693 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. F4 · derivative.expiration_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 17,017 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2019) were achieved at a level resulting in 6,693 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:49 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 4,889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000709 · es2000433_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,115 Underlying: Common Stock · 4,889 shares Expires not disclosed F3 · derivative.exercise_price: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2019) were achieved at a level resulting in 4,889 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. F3 · price: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2019) were achieved at a level resulting in 4,889 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.exercise_date: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2019) were achieved at a level resulting in 4,889 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 12, 2018, the Reporting Person received a grant of PSUs representing 12,387 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the second tranche (2019) were achieved at a level resulting in 4,889 PSUs being earned by the Reporting Person on March 3, 2020, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:49 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 3,885 | $23.49 | $91,258.65 |
DisclosureSEC source: 0000950142-20-000709 · es2000433_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,810 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 00:49 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantCommon Stock | 8,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-20-000709 · es2000433_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,695 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 2, 2017, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 23:03 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 5,672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000573 · es2000366_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,345 Underlying: Common Stock · 5,672 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F3 · derivative.exercise_date: On February 19, 2019, the Reporting Person was granted 17,017 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. F3 · derivative.expiration_date: On February 19, 2019, the Reporting Person was granted 17,017 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 23:03 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 1,671 | $27.80 | $46,453.80 |
DisclosureSEC source: 0000950142-20-000573 · es2000366_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,955 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 23:03 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 5,672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000573 · es2000366_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,626 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 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 12, 2020 Filed Feb 15, 2020 00:06 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 4,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000510 · es2000342_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,258 Underlying: Common Stock · 4,129 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F3 · derivative.exercise_date: On February 12, 2018, the Reporting Person was granted 12,387 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 12, 2020, February 12, 2021, and February 12, 2022. F3 · derivative.expiration_date: On February 12, 2018, the Reporting Person was granted 12,387 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 12, 2020, February 12, 2021, and February 12, 2022. Read SEC document |
| February 12, 2020 Filed Feb 15, 2020 00:06 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 1,216 | $26.79 | $32,576.64 |
DisclosureSEC source: 0000950142-20-000510 · es2000342_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,954 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 12, 2020 Filed Feb 15, 2020 00:06 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 4,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000510 · es2000342_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,170 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 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 01:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 18,836 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000398 · es2000319_4-cone.xml · derivative · entry 6 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,836 Underlying: Common Stock · 18,836 shares Expires not disclosed F7 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. F9 · price: The RSUs were granted to the Reporting Person in accordance with the Equity Plan. F8 · derivative.exercise_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 10, 2021, February 10, 2022, and February 10, 2023. F8 · derivative.expiration_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 10, 2021, February 10, 2022, and February 10, 2023. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 01:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 34,761 | Not disclosed Strike: $26.28 | Not disclosed |
DisclosureSEC source: 0000950142-20-000398 · es2000319_4-cone.xml · derivative · entry 5 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,761 Underlying: Common Stock · 34,761 shares Expires 2030-02-10 F6 · price: The options were granted to the Reporting Person in accordance with the Equity Plan. F5 · derivative.exercise_date: Subject to certain conditions, the options will generally vest in four equal installments of 25% on each of February 10, 2021, February 10, 2022, February 10, 2023, and February 10, 2024. Read SEC document |
| February 08, 2020 Filed Feb 12, 2020 01:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 7,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000398 · es2000319_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,375 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F3 · derivative.exercise_date: On February 8, 2016, the Reporting Person was granted 22,124 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 8, 2018, February 8, 2019, and February 8, 2020. F3 · derivative.expiration_date: On February 8, 2016, the Reporting Person was granted 22,124 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 8, 2018, February 8, 2019, and February 8, 2020. Read SEC document |
| February 08, 2020 Filed Feb 12, 2020 01:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 2,167 | $26.20 | $56,775.40 |
DisclosureSEC source: 0000950142-20-000398 · es2000319_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,041 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 08, 2020 Filed Feb 12, 2020 01:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 7,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000398 · es2000319_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,208 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 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 02, 2020 Filed Feb 5, 2020 01:00 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 4,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000271 · es2000238_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,669 Underlying: Common Stock · 4,669 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: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The restricted stock units were granted to the Reporting Person in accordance with the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F3 · derivative.exercise_date: On February 2, 2017, the reporting person was granted 14,007 RSUs, vesting in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020 and February 2, 2021. F3 · derivative.expiration_date: On February 2, 2017, the reporting person was granted 14,007 RSUs, vesting in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020 and February 2, 2021. Read SEC document |
| February 02, 2020 Filed Feb 5, 2020 01:00 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 1,512 | $25.88 | $39,130.56 |
DisclosureSEC source: 0000950142-20-000271 · es2000238_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,833 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 02, 2020 Filed Feb 5, 2020 01:00 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 4,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000271 · es2000238_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,345 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 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 22:07 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 20,000 | $24.03 | $480,650.00 |
DisclosureSEC source: 0000950142-19-001885 · es1901029_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,676 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on May 23, 2019. 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 $24.00 to $24.08, 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 20, 2019 Filed Aug 21, 2019 20:40 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 3,554 | $23.07 | $81,994.69 |
DisclosureSEC source: 0000950142-19-001823 · es1901029_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,676 F1 · security: As of June 10, 2019, Taylor Morrison Home Corporation's Class A Common Stock was renamed Common Stock. F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on May 23, 2019. 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 $23.00 to $23.13, 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 19, 2019 Filed Aug 21, 2019 20:40 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 17,651 | $23.06 | $406,973.81 |
DisclosureSEC source: 0000950142-19-001823 · es1901029_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,230 F1 · security: As of June 10, 2019, Taylor Morrison Home Corporation's Class A Common Stock was renamed Common Stock. F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on May 23, 2019. 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 $23.00 to $23.13, 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 |
| March 08, 2019 Filed Mar 11, 2019 23:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 7,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000523 · es1900376_4-cone.xml · derivative · entry 6 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,226 Underlying: Class A Common Stock · 7,226 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. F3 · derivative.exercise_price: On February 12, 2018, the reporting person received a grant of PSUs representing 12,387 shares of the Issuer's Class A Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the reporting person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2018) were achieved at a level resulting in 7,226 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. F3 · price: On February 12, 2018, the reporting person received a grant of PSUs representing 12,387 shares of the Issuer's Class A Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the reporting person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2018) were achieved at a level resulting in 7,226 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.exercise_date: On February 12, 2018, the reporting person received a grant of PSUs representing 12,387 shares of the Issuer's Class A Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the reporting person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2018) were achieved at a level resulting in 7,226 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 12, 2018, the reporting person received a grant of PSUs representing 12,387 shares of the Issuer's Class A Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the reporting person's continued employment through the applicable vesting date, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the first tranche (2018) were achieved at a level resulting in 7,226 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 6,086 | $16.79 | $102,183.94 |
DisclosureSEC source: 0000950142-19-000523 · es1900376_4-cone.xml · nonDerivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,881 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 16,704 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-19-000523 · es1900376_4-cone.xml · nonDerivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,967 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 8, 2016, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Class A Common Stock. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 6,125 | $16.79 | $102,838.75 |
DisclosureSEC source: 0000950142-19-000523 · es1900376_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,263 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. 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.