Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | Director | June 26, 2026 | June 29, 2026 |
| PULTEGROUP INC/MI/PHM · Entity 3207 | Exec. VP | February 04, 2026 | February 06, 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.
CARMAX INC
Report date June 26, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,696 |
Reported balance
After 2026-06-26 transaction · row 1
1 source rowRow 1 · 2026-06-26 · Grant · Acquired 3,696 · Balance 3,696 |
PULTEGROUP INC/MI/
Report date February 04, 2026 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,319 |
Ending reported balance
After 2026-02-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-04 · Grant · Acquired 32,795 · Balance 89,849 F1: These shares are fully vested and exercisable. F2: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. Row 2 · 2026-02-04 · Tax withholding · Disposed 14,644 · Balance 75,205 F3: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Row 3 · 2026-02-04 · Grant · Acquired 4,114 · Balance 79,319 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are fully vested and exercisable.
F2: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan.
F3: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 26, 2026 Filed Jun 29, 2026 21:08 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 3,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-26-000092 · wk-form4_1782767314.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,696 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:08 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 4,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001355763-26-000003 · wk-form4_1770412134.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,319 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:08 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 14,644 | $130.87 | $1,916,387.06 |
DisclosureSEC source: 0001355763-26-000003 · wk-form4_1770412134.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,205 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:08 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 32,795 | $0.00 | $0.00 |
DisclosureSEC source: 0001355763-26-000003 · wk-form4_1770412134.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,849 F1 · shares: These shares are fully vested and exercisable. F2 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:46 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 7,210 | $125.44 | $904,422.40 |
DisclosureSEC source: 0001355763-26-000001 · wk-form4_1770155192.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,054 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 20:12 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 21,927 | $128.03 | $2,807,248.03 |
DisclosureSEC source: 0001355763-25-000004 · wk-form4_1755288755.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,264 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $128.00 to $128.20, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 00:53 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 4,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003292 · form4.xml · nonDerivative · entry 4 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,191 Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 00:53 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 7,411 | $109.31 | $810,059.36 |
DisclosureSEC source: 0001127602-25-003292 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,260 F4 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 00:53 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 16,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003292 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,671 F2 · shares: These shares are fully vested and exercisable. F3 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. Read SEC document |
| February 03, 2025 Filed Feb 6, 2025 00:53 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 17,127 | $115.78 | $1,982,878.43 |
DisclosureSEC source: 0001127602-25-003292 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,196 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 18:00 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 71,007 | $134.83 | $9,573,738.90 |
DisclosureSEC source: 0001127602-24-022958 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,323 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $134.34 to $135.22, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:30 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 28,993 | $129.29 | $3,748,629.64 |
DisclosureSEC source: 0001127602-24-021607 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,330 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $129.00 to $132.40, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:24 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 8,753 | $105.25 | $921,253.25 |
DisclosureSEC source: 0001127602-24-003578 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,323 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:26 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 10,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003136 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,076 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:26 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 8,315 | $107.97 | $897,770.55 |
DisclosureSEC source: 0001127602-24-003136 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,645 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:26 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 18,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003136 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,960 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| April 28, 2023 Filed May 1, 2023 22:29 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 115,102 | $66.90 | $7,700,093.60 |
DisclosureSEC source: 0001127602-23-013952 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,564 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $66.46 to $67.19, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 06, 2023 Filed Feb 6, 2023 20:53 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 8,886 | $59.02 | $524,451.72 |
DisclosureSEC source: 0001127602-23-003539 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,666 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:37 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 39,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003435 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,552 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:37 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 13,220 | $57.36 | $758,299.20 |
DisclosureSEC source: 0001127602-23-003435 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,237 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:37 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 29,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003435 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,457 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 23:16 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 13,134 | $50.61 | $664,711.74 |
DisclosureSEC source: 0001127602-22-003802 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,343 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 18:26 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 17,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003296 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,477 Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 18:26 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 9,885 | $53.83 | $532,060.13 |
DisclosureSEC source: 0001127602-22-003296 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,827 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 18:26 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 21,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003296 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,712 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2019 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 00:36 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 12,216 | $47.48 | $580,015.68 |
DisclosureSEC source: 0001127602-21-004783 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,972 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:58 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 20,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004241 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,188 Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:58 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Disposition to issuerCommon Stock | 10,465 | $46.12 | $482,645.80 |
DisclosureSEC source: 0001127602-21-004241 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,589 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 22:58 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 23,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004241 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,054 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2013 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 20:22 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 35,726 | $44.15 | $1,577,127.84 |
DisclosureSEC source: 0001127602-20-023060 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,017 F2 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $44.00 to $44.33, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 20:22 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 54,774 | $44.08 | $2,414,164.05 |
DisclosureSEC source: 0001127602-20-023060 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,743 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $44.00 to $44.26, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 00:32 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Disposition to issuerCommon Stock | 16,845 | $45.92 | $773,522.40 |
DisclosureSEC source: 0001127602-20-004722 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,517 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:13 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 20,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004294 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,362 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:13 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Disposition to issuerCommon Stock | 6,508 | $44.51 | $289,638.54 |
DisclosureSEC source: 0001127602-20-004294 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,577 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:13 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 21,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004294 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,085 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2013 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| April 30, 2019 Filed May 1, 2019 00:40 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 53,630 | $31.35 | $1,681,429.21 |
DisclosureSEC source: 0001127602-19-016605 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,583 F2 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $31.35 to $31.37, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 26, 2019 Filed May 1, 2019 00:40 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 42,108 | $31.52 | $1,327,096.78 |
DisclosureSEC source: 0001127602-19-016605 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,213 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $31.50 to $31.55, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 02:43 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 23,033 | $26.61 | $612,908.13 |
DisclosureSEC source: 0001127602-19-005795 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,321 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:25 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 30,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004898 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,354 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:25 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 9,397 | $26.86 | $252,356.44 |
DisclosureSEC source: 0001127602-19-004898 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,633 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:25 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 31,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004898 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,030 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2013 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| February 12, 2018 Filed Feb 15, 2018 01:30 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 15,525 | $29.19 | $453,174.75 |
DisclosureSEC source: 0001127602-18-006208 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,963 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:33 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 27,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005029 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,488 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:33 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 4,023 | $30.46 | $122,540.58 |
DisclosureSEC source: 0001127602-18-005029 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335,403 F3 · shares: These shares were surrendered to issuer to cover tax obligations on common shares granted to settle a stock-settled performance award. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:33 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 13,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005029 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,426 F1 · shares: These shares were granted to settle a stock-settled performance award under the PulteGroup, Inc. 2013 Senior Management Incentive Plan. F2 · shares: These shares are fully vested and exercisable. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:05 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $8.20 | $0.00 |
DisclosureSEC source: 0001127602-17-034496 · form4.xml · derivative · entry 5 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2021-06-01 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_date: Fully vested and exercisable. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:05 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 37,437 | $33.89 | $1,268,841.01 |
DisclosureSEC source: 0001127602-17-034496 · form4.xml · nonDerivative · entry 4 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,285 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $33.68 to $33.91, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:05 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 25,000 | $33.89 | $847,322.50 |
DisclosureSEC source: 0001127602-17-034496 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,722 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $33.68 to $33.91, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:05 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Exercise / conversionCommon Stock | 25,000 | $8.20 | $205,000.00 |
DisclosureSEC source: 0001127602-17-034496 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,722 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 22:05 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 30,363 | $33.89 | $1,029,074.94 |
DisclosureSEC source: 0001127602-17-034496 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,722 F1 · price: The price reported is an average weighted price. These shares were sold in multiple transactions at prices ranging from $33.68 to $33.91, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.