Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LENNAR CORP /NEW/LEN, LEN.B · Entity 1032 | Director | October 07, 2026 | October 08, 2026 |
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.
LENNAR CORP /NEW/
Report date October 07, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 36,838 |
Reported balance
After 2026-10-07 transaction · row 1
1 source rowRow 1 · 2026-10-07 · Grant · Acquired 15 · Balance 36,838 F1: Represents restricted stock units ("RSUs") issued in respect of the Reporting Person's unvested annual RSU grant (including dividend equivalents in respect thereof) as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. Such RSUs will vest at the same time as the annual RSU grant to which they relate. Fractional amounts have been rounded to the nearest whole number. F2: Represents the closing price per share of Issuer's common stock as of the record date. |
| Class B Common StockSEC Table I · non-derivative | Direct | 432 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 432 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") issued in respect of the Reporting Person's unvested annual RSU grant (including dividend equivalents in respect thereof) as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. Such RSUs will vest at the same time as the annual RSU grant to which they relate. Fractional amounts have been rounded to the nearest whole number.
F2: Represents the closing price per share of Issuer's common stock as of the record date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GMS Inc.
Report date September 04, 2025 · Filed September 08, 2025
Section 16 reporting ended · disclosed 2025-09-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-09-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-09-04 · Other · Disposed 28,063 · Balance 4,794 F1: Pursuant to the terms of the Agreement and Plan of Merger dated June 29, 2025 (the "Merger Agreement"), among The Home Depot, Inc. ("Parent"), Gold Acquisition Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub") and GMS Inc. (the "Issuer"), on September 4, 2025, Merger Sub completed a cash tender offer for shares of common stock of the Issuer and thereafter merged with and into the Issuer (the "Merger"). F2: Represents shares of Issuer common stock that were tendered in the tender offer at a price of $110.00 per share in cash. Row 2 · 2025-09-04 · Disposition to issuer · Disposed 4,794 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger dated June 29, 2025 (the "Merger Agreement"), among The Home Depot, Inc. ("Parent"), Gold Acquisition Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub") and GMS Inc. (the "Issuer"), on September 4, 2025, Merger Sub completed a cash tender offer for shares of common stock of the Issuer and thereafter merged with and into the Issuer (the "Merger"). F3: Represents shares of Issuer common stock that, pursuant to the terms of the Merger Agreement and immediately prior to the effective time of the Merger, were cancelled and converted into the right to receive $110.00 per share in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-09-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-09-04 · Disposition to issuer · Disposed 1,141 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F5: Immediately prior to the effective time of the Merger, each outstanding Issuer restricted stock unit, other than a Rollover RSU (as defined in the Merger Agreement), whether vested or unvested, was cancelled and converted into the right to receive $110.00 in cash less applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger dated June 29, 2025 (the "Merger Agreement"), among The Home Depot, Inc. ("Parent"), Gold Acquisition Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub") and GMS Inc. (the "Issuer"), on September 4, 2025, Merger Sub completed a cash tender offer for shares of common stock of the Issuer and thereafter merged with and into the Issuer (the "Merger").
F2: Represents shares of Issuer common stock that were tendered in the tender offer at a price of $110.00 per share in cash.
F3: Represents shares of Issuer common stock that, pursuant to the terms of the Merger Agreement and immediately prior to the effective time of the Merger, were cancelled and converted into the right to receive $110.00 per share in cash.
F4: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
F5: Immediately prior to the effective time of the Merger, each outstanding Issuer restricted stock unit, other than a Rollover RSU (as defined in the Merger Agreement), whether vested or unvested, was cancelled and converted into the right to receive $110.00 in cash less applicable tax withholding.
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 |
|---|---|---|---|---|---|---|
| November 10, 2017 Filed Nov 29, 2017 21:53 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | OtherClass B Common Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062851 · doc4.xml · nonDerivative · entry 2 Gilliam Theron I · CIK 0001495318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 F1 · shares: The reporting person received the shares of Class B common stock as a result of a dividend of Class B common stock to holders of Class A common stock and Class B common stock as of the record date, November 10, 2017. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 20:40 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-027714 · doc4.xml · nonDerivative · entry 1 Gilliam Theron I · CIK 0001495318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,619 F1 · shares: Shares issued in accordance with the Issuer's outside directors' compensation program. Shares are fully vested and fifty percent (50%) of the shares are subject to a two-year minimum holding period from the date of issuance. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:50 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001209191-17-024207 · doc4.xml · derivative · entry 2 Gilliam Theron I · CIK 0001495318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,500 shares Expires 2017-04-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:50 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Exercise / conversionClass A Common Stock | 2,500 | $39.62 | $99,050.00 |
DisclosureSEC source: 0001209191-17-024207 · doc4.xml · nonDerivative · entry 1 Gilliam Theron I · CIK 0001495318 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,619 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.