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 08, 2019 Filed Mar 11, 2019 23:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 20,797 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-19-000523 · es1900376_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,388 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 |
| February 19, 2019 Filed Feb 21, 2019 21:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 17,017 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000339 · es1900281_4-cone.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,017 Underlying: Class A Common Stock · 17,017 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5 · price: The restricted stock units were granted to Mr. Cone in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. F4 · derivative.expiration_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 65,824 | Not disclosed Strike: $18.18 | Not disclosed |
DisclosureSEC source: 0000950142-19-000339 · es1900281_4-cone.xml · derivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,824 Underlying: Class A Common Stock · 65,824 shares Expires 2029-02-19 F2 · price: The options were granted to Mr. Cone 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 19, 2020, February 19, 2021, February 19, 2022, and February 12, 2023. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 4,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · derivative · entry 10 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,258 Underlying: Class A 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. F3 · derivative.exercise_price: Represents settlement of RSUs on February 13, 2019, which vested on February 12, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. F8 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F7 · derivative.exercise_date: On February 12, 2018, the reporting person was granted 12,387 RSUs, vesting in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. F7 · derivative.expiration_date: On February 12, 2018, the reporting person was granted 12,387 RSUs, vesting in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 3,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · derivative · entry 9 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,070 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. F2 · derivative.exercise_price: Represents settlement of RSUs on February 13, 2019, which vested on February 9, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. F8 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F6 · derivative.exercise_date: On February 9, 2015, the Reporting Person was granted 9,210 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. F6 · derivative.expiration_date: On February 9, 2015, the Reporting Person was granted 9,210 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 7,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · derivative · entry 8 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,375 Underlying: Class A 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") on February 13, 2019, which vested on February 8, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. F8 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F5 · derivative.exercise_date: On February 8, 2016, the reporting person was granted 22,124 RSUs, vesting in three equal installments of 33 1/3% on each of February 8, 2018, February 8, 2019 and February 8, 2020. F5 · derivative.expiration_date: On February 8, 2016, the reporting person was granted 22,124 RSUs, vesting in three equal installments of 33 1/3% on each of February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 1,216 | $18.90 | $22,982.40 |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · nonDerivative · entry 6 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,591 F4 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 4,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · nonDerivative · entry 5 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,807 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 · price: Represents settlement of RSUs on February 13, 2019, which vested on February 12, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 905 | $18.90 | $17,104.50 |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · nonDerivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,678 F4 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 3,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · nonDerivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,583 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. F2 · price: Represents settlement of RSUs on February 13, 2019, which vested on February 9, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 2,160 | $18.90 | $40,824.00 |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,513 F4 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 7,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000297 · ownership.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,673 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") on February 13, 2019, which vested on February 8, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 22:19 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 4,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000168 · ownership.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,338 Underlying: Class A 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 Class A 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, 2019 Filed Feb 5, 2019 22:19 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 1,561 | $18.95 | $29,580.95 |
DisclosureSEC source: 0000950142-19-000168 · ownership.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,298 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 22:19 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 4,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000168 · ownership.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,859 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 Class A Common Stock for each vested RSU. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Disposition to issuerCommon Partnership Units and Class B Common Stock · Derivative | 41,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-002108 · es1801156_4-cone.xml · derivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 41,205 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013 (the "Exchange Agreement"), the reporting person was permitted to exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. The Exchange Agreement was terminated on October 26, 2018 in connection with the contribution of all outstanding Class B shares, together with paired New TMM Units, to the Issuer. F2 · price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013 (the "Exchange Agreement"), the reporting person was permitted to exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. The Exchange Agreement was terminated on October 26, 2018 in connection with the contribution of all outstanding Class B shares, together with paired New TMM Units, to the Issuer. F2 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013 (the "Exchange Agreement"), the reporting person was permitted to exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. The Exchange Agreement was terminated on October 26, 2018 in connection with the contribution of all outstanding Class B shares, together with paired New TMM Units, to the Issuer. F3 · derivative.expiration_date: The New TMM Units do not expire and the reporting person is not required to pay an exercise price in connection with exchanges. Each Class B Share provides the holder with one vote on all matters submitted to a vote of the Issuer's stockholders but does not entitle the holder to any of the economic rights associated with the Class A Shares. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 41,205 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-002108 · es1801156_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,190 F1 · kind: Represents shares of Class A Common Stock ("Class A Shares") that were obtained in exchange for the contribution to Taylor Morrison Home Corporation (the "Issuer") of an equal number of Common Partnership Units ("New TMM Units") of TMM Holdings II Limited Partnership along with an equal number of shares of Class B Common Stock ("Class B Shares"). F1 · price: Represents shares of Class A Common Stock ("Class A Shares") that were obtained in exchange for the contribution to Taylor Morrison Home Corporation (the "Issuer") of an equal number of Common Partnership Units ("New TMM Units") of TMM Holdings II Limited Partnership along with an equal number of shares of Class B Common Stock ("Class B Shares"). Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 23:22 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 1,376 | $23.86 | $32,831.36 |
DisclosureSEC source: 0000950142-18-000630 · es1800305_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,985 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 09, 2018 Filed Mar 13, 2018 23:22 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 4,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-000630 · es1800305_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,361 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 9, 2015, under the 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 |
| February 12, 2018 Filed Feb 14, 2018 22:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 12,387 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000431 · es1800301_4-cone.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,387 Underlying: Class A Common Stock · 12,387 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5 · price: The restricted stock units were granted to Mr. Cone in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. F4 · derivative.expiration_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 44,542 | Not disclosed Strike: $23.84 | Not disclosed |
DisclosureSEC source: 0000950142-18-000431 · es1800301_4-cone.xml · derivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,542 Underlying: Class A Common Stock · 44,542 shares Expires 2028-02-12 F2 · price: The options were granted to Mr. Cone 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 12, 2019, February 12, 2020, February 12, 2021, and February 12, 2022. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 01:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 3,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000381 · es1800273_4-cone.xml · derivative · entry 7 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,070 Underlying: Class A Common Stock · 3,070 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 Class A Common Stock for each vested RSU. F5 · price: The restricted stock units were granted to the Reporting Person in accordance with the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F4 · derivative.exercise_date: On February 9, 2015, the Reporting Person was granted 9,210 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. F4 · derivative.expiration_date: On February 9, 2015, the Reporting Person was granted 9,210 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 01:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 905 | $23.92 | $21,647.60 |
DisclosureSEC source: 0000950142-18-000381 · es1800273_4-cone.xml · nonDerivative · entry 4 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,756 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 01:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 3,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000381 · es1800273_4-cone.xml · nonDerivative · entry 3 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,661 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 Class A Common Stock for each vested RSU. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 7,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000381 · es1800273_4-cone.xml · derivative · entry 6 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,750 Underlying: Class A Common Stock · 7,374 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 Class A Common Stock for each vested RSU. F5 · 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 8, 2016, the reporting person was granted 22,124 RSUs, vesting in three equal installments of 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, vesting in three equal installments of 33 1/3% on each of February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 2,294 | $24.10 | $55,285.40 |
DisclosureSEC source: 0000950142-18-000381 · es1800273_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,591 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 7,374 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000381 · es1800273_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,885 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 Class A Common Stock for each vested RSU. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 22:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleClass A Common Stock | 35,000 | $23.79 | $832,587.00 |
DisclosureSEC source: 0000950142-17-001939 · es1701096_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: 7,511 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on August 10, 2017. 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 $23.33 to $24.24, 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 31, 2017 Filed Nov 2, 2017 22:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | ConversionCommon Partnership Units and Class B Common Stock · Derivative | 35,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-001939 · es1701096_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,205 Underlying: Class A Common Stock · 35,000 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. F4 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013, the reporting person may exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. Unvested New TMM Units (along with corresponding Class B Shares) vest in equal annual installments of 20% per year on each anniversary of the original date of grant of the interests that were exchanged for the New TMM Units, subject to the individual's continued employment or service through the applicable vesting date. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on August 10, 2017. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F4 · price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013, the reporting person may exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. Unvested New TMM Units (along with corresponding Class B Shares) vest in equal annual installments of 20% per year on each anniversary of the original date of grant of the interests that were exchanged for the New TMM Units, subject to the individual's continued employment or service through the applicable vesting date. F4 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013, the reporting person may exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. Unvested New TMM Units (along with corresponding Class B Shares) vest in equal annual installments of 20% per year on each anniversary of the original date of grant of the interests that were exchanged for the New TMM Units, subject to the individual's continued employment or service through the applicable vesting date. F5 · derivative.expiration_date: The New TMM Units do not expire and the reporting person is not required to pay an exercise price in connection with exchanges. Each Class B Share provides the holder with one vote on all matters submitted to a vote of the issuer's stockholders but does not entitle the holder to any of the economic rights associated with the Class A Shares. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 22:09 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | ConversionClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-17-001939 · es1701096_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: 42,511 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on August 10, 2017. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: Represents shares of Class A Common Stock ("Class A Shares") that were obtained upon exchange of an equal number of Common Partnership Units ("New TMM Units") of TMM Holdings II Limited Partnership along with an equal number of shares of Class B Common Stock ("Class B Shares"). Read SEC document |
| October 05, 2017 Filed Oct 6, 2017 21:00 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleClass A Common Stock | 20,000 | $22.83 | $456,568.00 |
DisclosureSEC source: 0000950142-17-001824 · eh1701031_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: 7,511 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on August 10, 2017. 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 $22.69 to $22.91, 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 04, 2017 Filed Oct 6, 2017 21:00 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | ConversionCommon Partnership Units and Class B Common Stock · Derivative | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-001824 · eh1701031_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,205 Underlying: Class A Common Stock · 20,000 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. F4 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013, the reporting person may exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. Unvested New TMM Units (along with corresponding Class B Shares) vest in equal annual installments of 20% per year on each anniversary of the original date of grant of the interests that were exchanged for the New TMM Units, subject to the individual's continued employment or service through the applicable vesting date. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on August 10, 2017. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F4 · price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013, the reporting person may exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. Unvested New TMM Units (along with corresponding Class B Shares) vest in equal annual installments of 20% per year on each anniversary of the original date of grant of the interests that were exchanged for the New TMM Units, subject to the individual's continued employment or service through the applicable vesting date. F4 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013, the reporting person may exchange all or a portion of his vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. Unvested New TMM Units (along with corresponding Class B Shares) vest in equal annual installments of 20% per year on each anniversary of the original date of grant of the interests that were exchanged for the New TMM Units, subject to the individual's continued employment or service through the applicable vesting date. F5 · derivative.expiration_date: The New TMM Units do not expire and the reporting person is not required to pay an exercise price in connection with exchanges. Each Class B Share provides the holder with one vote on all matters submitted to a vote of the issuer's stockholders but does not entitle the holder to any of the economic rights associated with the Class A Shares. Read SEC document |
| October 04, 2017 Filed Oct 6, 2017 21:00 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-17-001824 · eh1701031_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: 27,511 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on August 10, 2017. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: Represents shares of Class A Common Stock ("Class A Shares") that were obtained upon exchange of an equal number of Common Partnership Units ("New TMM Units") of TMM Holdings II Limited Partnership along with an equal number of shares of Class B Common Stock ("Class B Shares"). Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 3,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-000318 · es1700262_4-cone.xml · derivative · entry 4 Cone C. David · CIK 0001570143 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,140 Underlying: Class A Common Stock · 3,070 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 Class A 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 9, 2015, the Reporting Person was granted 9,210 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. F3 · derivative.expiration_date: On February 9, 2015, the Reporting Person was granted 9,210 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 1,159 | $18.65 | $21,615.35 |
DisclosureSEC source: 0000950142-17-000318 · es1700262_4-cone.xml · nonDerivative · entry 2 Cone C. David · CIK 0001570143 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,511 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:33 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 3,070 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-000318 · es1700262_4-cone.xml · nonDerivative · entry 1 Cone C. David · CIK 0001570143 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,670 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 Class A Common Stock for each vested RSU. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 14,007 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-000235 · es1700240_4-cone.xml · derivative · entry 2 Cone C. David · CIK 0001570143 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,341 Underlying: Class A Common Stock · 14,007 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5 · price: The restricted stock units were granted to Mr. Cone in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020, and February 2, 2021. F4 · derivative.expiration_date: Subject to certain conditions, the restricted stock units will generally vest 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, 2017 Filed Feb 6, 2017 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 48,077 | Not disclosed Strike: $18.74 | Not disclosed |
DisclosureSEC source: 0000950142-17-000235 · es1700240_4-cone.xml · derivative · entry 1 Cone C. David · CIK 0001570143 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,383 Underlying: Class A Common Stock · 48,077 shares Expires 2027-02-02 F2 · price: The options were granted to Mr. Cone 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 2, 2018, February 2, 2019, February 2, 2020, and February 8, 2021. 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.