Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LENNAR CORP /NEW/LEN, LEN.B · Entity 1032 | VP & Chief Financial Officer | March 16, 2026 | March 18, 2026 |
| Millrose Properties, Inc.MRP · Entity 3902 | Director · See Remarks | January 17, 2025 | January 17, 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.
LENNAR CORP /NEW/
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 329,308 |
Ending reported balance
After 2026-03-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-16 · Disposition to issuer · Disposed 4,862 · Balance 334,006 F1: Represents shares forfeited from a February 28, 2023 grant of Class A common stock subject to performance-based vesting conditions due to partial satisfaction of certain financial performance goals. Row 2 · 2026-03-16 · Tax withholding · Disposed 4,698 · Balance 329,308 F2: Pursuant to a 10b5-1 plan, the reporting person surrendered shares to pay tax liability on the shares of Class A common stock that were subject to performance criteria. The grant of shares subject to performance-based vesting conditions was originally made on February 28, 2023. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA FL custodian for minor child | 3,475 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,475 F3: Shares are held of record by the reporting person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy reporting person as UTMA FL custodian for minor child | 3,475 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,475 F4: Shares are held of record by the reporting person as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy spouse as UTMA FL custodian for minor child | 3,511 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,511 F3: Shares are held of record by the reporting person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy reporting person as UTMA FL custodian for minor child | 3,511 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,511 F4: Shares are held of record by the reporting person as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares forfeited from a February 28, 2023 grant of Class A common stock subject to performance-based vesting conditions due to partial satisfaction of certain financial performance goals.
F2: Pursuant to a 10b5-1 plan, the reporting person surrendered shares to pay tax liability on the shares of Class A common stock that were subject to performance criteria. The grant of shares subject to performance-based vesting conditions was originally made on February 28, 2023.
F3: Shares are held of record by the reporting person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F4: Shares are held of record by the reporting person as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
Millrose Properties, Inc.
Report date January 17, 2025 · Filed January 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2025-01-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| July 02, 2018 Filed Jul 5, 2018 20:51 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Tax withholdingClass B Common Stock | 45 | $42.54 | $1,914.30 |
DisclosureSEC source: 0001209191-18-041706 · doc4.xml · nonDerivative · entry 6 BESSETTE DIANE J · CIK 0001245952 · VP/CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,602 F6 · shares: Surrendered shares to pay tax liability on vesting restricted stock pursuant to a 10b5-1 plan. 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, and these shares were subject to the restrictions of the underlying Class A common stock on which they were issued. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:51 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Tax withholdingClass A Common Stock | 2,230 | $52.17 | $116,339.10 |
DisclosureSEC source: 0001209191-18-041706 · doc4.xml · nonDerivative · entry 3 BESSETTE DIANE J · CIK 0001245952 · VP/CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,361 F3 · shares: Surrendered shares to pay tax liability on vesting restricted stock pursuant to a 10b5-1 plan. The restricted stock was originally granted on June 27, 2017. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:51 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Tax withholdingClass A Common Stock | 2,230 | $52.17 | $116,339.10 |
DisclosureSEC source: 0001209191-18-041706 · doc4.xml · nonDerivative · entry 2 BESSETTE DIANE J · CIK 0001245952 · VP/CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,591 F2 · shares: Surrendered shares to pay tax liability on vesting restricted stock pursuant to a 10b5-1 plan. The restricted stock was originally granted on June 22, 2016. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:51 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Tax withholdingClass A Common Stock | 1,951 | $52.17 | $101,783.67 |
DisclosureSEC source: 0001209191-18-041706 · doc4.xml · nonDerivative · entry 1 BESSETTE DIANE J · CIK 0001245952 · VP/CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,821 F1 · shares: Surrendered shares to pay tax liability on vesting restricted stock pursuant to a 10b5-1 plan. The restricted stock was originally granted on June 23, 2015. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 20:28 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 19,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039859 · doc4.xml · nonDerivative · entry 1 BESSETTE DIANE J · CIK 0001245952 · VP/CFO/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,772 F1 · shares: 1/3 of the restricted shares granted vest on each of July 2, 2019, July 2, 2020 and July 2, 2021, subject to forfeiture in accordance with the terms of the grant. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 21:50 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | SaleClass A Common Stock | 10,000 | $69.50 | $695,000.00 |
DisclosureSEC source: 0001209191-18-003997 · doc4.xml · nonDerivative · entry 1 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,396 F1 · price: The price reflects the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranged from $69.50 to $69.53 per share. The reporting person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. Read SEC document |
| November 10, 2017 Filed Nov 29, 2017 21:39 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | OtherClass B Common Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062840 · doc4.xml · nonDerivative · entry 6 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · By reporting person as UTMA FL for minor child Disclosed balance after: 3,511 F3 · 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. F2 · ownership.nature: Shares are held of record by the reporting person as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 10, 2017 Filed Nov 29, 2017 21:39 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | OtherClass B Common Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062840 · doc4.xml · nonDerivative · entry 5 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as UTMA FL custodian for minor child Disclosed balance after: 3,511 F3 · 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. F1 · ownership.nature: Shares are held of record by the reporting person's spouse as custodian for a minor child under the Uniform Transfer to Minors Act (FL). The reporting person disclaims beneficial ownership of these shares and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 10, 2017 Filed Nov 29, 2017 21:39 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | OtherClass B Common Stock | 4,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062840 · doc4.xml · nonDerivative · entry 4 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,647 F3 · 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 |
| July 02, 2017 Filed Jul 5, 2017 22:07 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Tax withholdingClass A Common Stock | 2,377 | $53.32 | $126,741.64 |
DisclosureSEC source: 0001209191-17-043586 · doc4.xml · nonDerivative · entry 3 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,396 F3 · shares: Surrendered shares to pay tax liability on vesting restricted stock pursuant to a 10b5-1 plan. The restricted stock was originally granted on June 22, 2016. Read SEC document |
| July 02, 2017 Filed Jul 5, 2017 22:07 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Tax withholdingClass A Common Stock | 1,724 | $53.32 | $91,923.68 |
DisclosureSEC source: 0001209191-17-043586 · doc4.xml · nonDerivative · entry 2 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,773 F2 · shares: Surrendered shares to pay tax liability on vesting restricted stock pursuant to a 10b5-1 plan. The restricted stock was originally granted on June 23, 2015. Read SEC document |
| July 02, 2017 Filed Jul 5, 2017 22:07 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Tax withholdingClass A Common Stock | 1,958 | $53.32 | $104,400.56 |
DisclosureSEC source: 0001209191-17-043586 · doc4.xml · nonDerivative · entry 1 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,497 F1 · shares: Surrendered shares to pay tax liability on vesting restricted stock pursuant to a 10b5-1 plan. The restricted stock was originally granted on July 2, 2014. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 21:24 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 17,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042367 · doc4.xml · nonDerivative · entry 1 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,455 F1 · shares: 1/3 of the restricted shares granted vest on each of July 2, 2018, July 2, 2019 and July 2, 2020, subject to forfeiture in accordance with the terms of the grant. Read SEC document |
| April 13, 2017 Filed Apr 14, 2017 21:52 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | SaleClass A Common Stock | 10,000 | $52.19 | $521,900.00 |
DisclosureSEC source: 0001209191-17-026991 · doc4.xml · nonDerivative · entry 1 BESSETTE DIANE J · CIK 0001245952 · Vice President/Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,455 F1 · price: The price reflects the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranged from $52.02 to $52.43 per share. The reporting person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. 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.