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 |
|---|---|---|---|---|---|---|
| February 09, 2017 Filed Feb 13, 2017 23:24 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 37,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005583 · form4.xml · nonDerivative · entry 3 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,085 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:24 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 12,442 | $21.29 | $264,890.18 |
DisclosureSEC source: 0001127602-17-005583 · form4.xml · nonDerivative · entry 2 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,508 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 09, 2017 Filed Feb 13, 2017 23:24 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 28,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005583 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,950 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. 2013 Senior Management Incentive Plan. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 20:30 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 13,211 | $21.37 | $282,253.02 |
DisclosureSEC source: 0001127602-17-004320 · form4.xml · nonDerivative · entry 1 OShaughnessy Robert · CIK 0001355763 · Exec. VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,830 F1 · shares: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. 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.