Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dream Finders Homes, Inc.DFH · Entity 4812 | COO | June 01, 2026 | June 08, 2026 |
| Meritage Homes CORPMTH · Entity 3987 | EVP - Chief Operating Officer | February 28, 2025 | March 04, 2025 |
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.
Dream Finders Homes, Inc.
Report date June 01, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 362,101 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 362,101 F1: The restricted stock units vest annually in March 6, 2027, 2028 and 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest annually in March 6, 2027, 2028 and 2029.
Meritage Homes CORP
Report date February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| MTH Common StockSEC Table I · non-derivative | Direct | 60,843 |
Reported balance
After 2025-02-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-28 · Grant · Acquired 17,110 · Balance 60,843 F1: Represents vesting of performance-based restricted stock units upon achievement of pre-specified performance targets. |
| MTH Common StockSEC Table I · non-derivative | Direct | 48,536 |
Reported balance
After 2025-03-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-03-03 · Sale · Disposed 12,307 · Balance 48,536 F2: Represents sale of shares under a Rule 10b5-1 plan to cover required tax withholdings on vesting of the performance-based restricted stock units reported above and time based restricted stock units previously reported in Table I. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.29 to $72.28, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote. |
| MTH Common StockSEC Table I · non-derivative | Direct | 47,784 |
Reported balance
After 2025-03-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-03-03 · Sale · Disposed 752 · Balance 47,784 F2: Represents sale of shares under a Rule 10b5-1 plan to cover required tax withholdings on vesting of the performance-based restricted stock units reported above and time based restricted stock units previously reported in Table I. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.29 to $72.75, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote. F5: Balance reflects all other holdings, including restricted stock units that have previously vested. |
| MTH Common SharesSEC Table I · non-derivative | Direct | 40,342 |
Reported balance
Holding disclosure · report date 2025-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 40,342 F6: Balance represents restricted stock units not vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of performance-based restricted stock units upon achievement of pre-specified performance targets.
F2: Represents sale of shares under a Rule 10b5-1 plan to cover required tax withholdings on vesting of the performance-based restricted stock units reported above and time based restricted stock units previously reported in Table I.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.29 to $72.28, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.29 to $72.75, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote.
F5: Balance reflects all other holdings, including restricted stock units that have previously vested.
F6: Balance represents restricted stock units not vested.
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 03, 2025 Filed Mar 4, 2025 21:30 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 752 | $72.38 | $54,429.76 |
DisclosureSEC source: 0000833079-25-000063 · wk-form4_1741123822.xml · nonDerivative · entry 3 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,784 F2 · shares: Represents sale of shares under a Rule 10b5-1 plan to cover required tax withholdings on vesting of the performance-based restricted stock units reported above and time based restricted stock units previously reported in Table I. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.29 to $72.75, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote. F5 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:30 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 12,307 | $71.79 | $883,519.53 |
DisclosureSEC source: 0000833079-25-000063 · wk-form4_1741123822.xml · nonDerivative · entry 2 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,536 F2 · shares: Represents sale of shares under a Rule 10b5-1 plan to cover required tax withholdings on vesting of the performance-based restricted stock units reported above and time based restricted stock units previously reported in Table I. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.29 to $72.28, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:30 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Stock | 17,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-25-000063 · wk-form4_1741123822.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,843 F1 · shares: Represents vesting of performance-based restricted stock units upon achievement of pre-specified performance targets. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:39 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Shares | 14,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-25-000046 · wk-form4_1740433190.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,528 F1 · shares: Represents grant of restricted stock units. The shares will fully vest on the third anniversary of the date of grant. F2 · balance_after: Balance represents restricted stock units not vested. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:02 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 595 | $73.29 | $43,607.55 |
DisclosureSEC source: 0000833079-25-000018 · wk-form4_1739484140.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,547 F1 · shares: Represents sale of shares to cover required tax withholdings under a Rule 10b5-1 plan. F2 · balance_after: On January 2, 2025, Meritage Homes Corporation effected a 2-for-1 stock split to stockholders of record as of December 31, 2024. The number of securities reported in this Form 4 have been adjusted to reflect the stock split. F3 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:33 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 407 | $160.64 | $65,380.48 |
DisclosureSEC source: 0000833079-24-000060 · wk-form4_1709674325.xml · nonDerivative · entry 4 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,881 F2 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $160.02 to $160.86, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote. F6 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:33 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 1,400 | $158.75 | $222,250.00 |
DisclosureSEC source: 0000833079-24-000060 · wk-form4_1709674325.xml · nonDerivative · entry 3 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,288 F2 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.51 to $159.33, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:33 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 5,501 | $157.98 | $869,047.98 |
DisclosureSEC source: 0000833079-24-000060 · wk-form4_1709674325.xml · nonDerivative · entry 2 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,688 F2 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $157.45 to $158.39, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in this footnote. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:33 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Stock | 9,869 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-24-000060 · wk-form4_1709674325.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,189 F1 · shares: Represents vesting of performance-based restricted stock units upon achievement of pre-specified performance targets. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:36 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Shares | 6,732 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-24-000043 · wk-form4_1708983397.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,127 F1 · shares: Represents grant of restricted share units. The shares will fully vest on the third anniversary of the date of grant. F2 · balance_after: Balance represents restricted stock units not vested. Read SEC document |
| February 13, 2024 Filed Feb 13, 2024 21:31 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 797 | $152.62 | $121,638.14 |
DisclosureSEC source: 0000833079-24-000014 · wk-form4_1707859861.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,234 F1 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.59 to $153.51, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in footnote (2). F3 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 21:33 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 466 | $107.72 | $50,197.52 |
DisclosureSEC source: 0000833079-23-000057 · wf-form4_167710158904851.xml · nonDerivative · entry 2 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,230 F3 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F4 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 21:33 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Shares | 6,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-23-000057 · wf-form4_167710158904851.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,196 F1 · shares: Represents grant of restricted share units. The shares will fully vest on the third anniversary of the date of grant. F2 · balance_after: Balance represents restricted stock units not vested. Read SEC document |
| February 14, 2023 Filed Feb 14, 2023 22:23 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 776 | $114.16 | $88,588.16 |
DisclosureSEC source: 0000833079-23-000015 · wf-form4_167641333926033.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,615 F1 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F2 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 18:01 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Shares | 6,593 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-22-000045 · wf-form4_164624403499519.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,052 F1 · shares: Represents grant of restricted share units. The shares were granted according to a three-year cliff vesting schedule. F2 · balance_after: Balance represents restricted stock units not vested. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 15:49 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 430 | $90.31 | $38,833.30 |
DisclosureSEC source: 0000833079-22-000037 · wf-form4_164571776207537.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,590 F1 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F2 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 19:07 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 435 | $93.23 | $40,555.05 |
DisclosureSEC source: 0000833079-22-000013 · wf-form4_164503846110063.xml · nonDerivative · entry 2 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,939 F1 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F2 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 19:07 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 280 | $92.27 | $25,835.60 |
DisclosureSEC source: 0000833079-22-000013 · wf-form4_164503846110063.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,262 F1 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. Read SEC document |
| August 16, 2021 Filed Aug 16, 2021 23:31 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 875 | $114.75 | $100,406.25 |
DisclosureSEC source: 0000833079-21-000125 · wf-form4_162915664909977.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852 F1 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 18:25 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Shares | 7,086 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-21-000059 · wf-form4_161488231491606.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,342 F1 · shares: Represents grant of restricted share units. The shares will fully vest on the third anniversary of the date of grant. F2 · balance_after: Balance represents restricted stock units not vested. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 21:00 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 432 | $81.17 | $35,065.44 |
DisclosureSEC source: 0000833079-21-000047 · wf-form4_161420044385704.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,727 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.07 to $81.17, inclusive. The reporting person undertakes to provide to the Registrant, any security holder of the Registrant, 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 range set forth in footnote (1). F2 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 01:36 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 440 | $86.84 | $38,209.60 |
DisclosureSEC source: 0000833079-21-000021 · wf-form4_161352577047785.xml · nonDerivative · entry 2 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078 F1 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F2 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 01:36 UTC | Meritage Homes CORP MTH · Entity 3987 | SaleMTH Common Stock | 285 | $87.35 | $24,894.75 |
DisclosureSEC source: 0000833079-21-000021 · wf-form4_161352577047785.xml · nonDerivative · entry 1 Szubinski Clinton · CIK 0001835595 · EVP - Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406 F1 · shares: Represents sale of shares to cover required tax withholdings under a 10b5-1 plan. F2 · balance_after: Balance reflects all other holdings, including restricted stock units that have previously vested. 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.