Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PULTEGROUP INC/MI/PHM · Entity 3207 | Exec VP and CFO | 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.
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 | 22,681 |
Ending reported balance
After 2026-02-04 transaction · row 4
3 source rows · reconciled sequenceRow 2 · 2026-02-04 · Grant · Acquired 8,112 · Balance 20,055 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 3 · 2026-02-04 · Tax withholding · Disposed 3,657 · Balance 16,398 F3: These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed. Row 4 · 2026-02-04 · Grant · Acquired 6,283 · Balance 22,681 |
| Common StockSEC Table I · non-derivative | IndirectVia Michelle L Ossowski Liv Trust | 28,945 |
Reported balance
Holding disclosure · report date 2026-02-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 28,945 |
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 04, 2026 Filed Feb 6, 2026 21:17 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 6,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001568260-26-000003 · wk-form4_1770412671.xml · nonDerivative · entry 4 OSSOWSKI JAMES L · CIK 0001568260 · Exec VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,681 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:17 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 3,657 | $130.87 | $478,573.31 |
DisclosureSEC source: 0001568260-26-000003 · wk-form4_1770412671.xml · nonDerivative · entry 3 OSSOWSKI JAMES L · CIK 0001568260 · Exec VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,398 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 21:17 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 8,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001568260-26-000003 · wk-form4_1770412671.xml · nonDerivative · entry 2 OSSOWSKI JAMES L · CIK 0001568260 · Exec VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,055 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 21:56 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 1,804 | $125.44 | $226,293.76 |
DisclosureSEC source: 0001568260-26-000001 · wk-form4_1770155806.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Exec VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,943 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 20:08 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 5,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004287 · form4.xml · nonDerivative · entry 3 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,841 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 20:08 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Disposition to issuerCommon Stock | 1,878 | $45.51 | $85,458.39 |
DisclosureSEC source: 0001127602-20-004287 · form4.xml · nonDerivative · entry 2 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,785 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 20:08 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 5,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004287 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,663 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 |
| October 24, 2019 Filed Oct 25, 2019 21:16 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 10,000 | $39.95 | $399,460.00 |
DisclosureSEC source: 0001127602-19-031108 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Indirect · Via Michelle L Ossowski Liv Trust Disclosed balance after: 24,619 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.92 to $39.99, inclusive. The Reporting Person undertakes to provide to 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 range(s) set forth in this footnote of this Form 4. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:11 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 5,000 | $34.00 | $170,000.00 |
DisclosureSEC source: 0001127602-19-025150 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Indirect · Via Michelle L Ossowski Liv Trust Disclosed balance after: 34,619 F1 · kind: This sale was executed pursuant to a plan intended to comply with Rule 10b5-1(c) dated March 2, 2018. Read SEC document |
| April 25, 2019 Filed Apr 30, 2019 00:07 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 10,000 | $31.19 | $311,900.00 |
DisclosureSEC source: 0001127602-19-016508 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Indirect · Via Michelle L Ossowski Liv Trust Disclosed balance after: 39,619 F1 · balance_after: Mr. Ossowski transferred 12,960 of his directly owned shares of PulteGroup, Inc. common stock to the Michelle L Ossowski Living Trust, for which he is a co-trustee on about March 1, 2019. Read SEC document |
| February 11, 2019 Filed Feb 14, 2019 02:41 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 5,086 | $26.61 | $135,338.46 |
DisclosureSEC source: 0001127602-19-005793 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,710 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 23:09 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 8,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004886 · form4.xml · nonDerivative · entry 3 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,796 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:09 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 2,488 | $26.86 | $66,815.24 |
DisclosureSEC source: 0001127602-19-004886 · form4.xml · nonDerivative · entry 2 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,603 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 23:09 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 7,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004886 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,091 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 01:24 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 2,682 | $29.19 | $78,287.58 |
DisclosureSEC source: 0001127602-18-006206 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,695 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 23:37 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 7,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005032 · form4.xml · nonDerivative · entry 3 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,377 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:37 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 1,173 | $30.46 | $35,729.58 |
DisclosureSEC source: 0001127602-18-005032 · form4.xml · nonDerivative · entry 2 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,154 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 23:37 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 3,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005032 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,327 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 |
| April 13, 2017 Filed Apr 14, 2017 21:08 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 10,000 | $23.95 | $239,500.00 |
DisclosureSEC source: 0001127602-17-014762 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Indirect · Via Michelle L Ossowski Liv Trust Disclosed balance after: 28,289 F1 · kind: This sale was executed pursuant to a plan intended to comply with Rule 10b5-1(c) dated March 3, 2017. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 21:00 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 5,000 | $23.45 | $117,250.00 |
DisclosureSEC source: 0001127602-17-014504 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Indirect · Via Michelle L Ossowski Liv Trust Disclosed balance after: 38,289 F1 · kind: This sale was executed pursuant to a plan intended to comply with Rule 10b5-1(c) dated March 3, 2017. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 17:56 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | SaleCommon Stock | 7,000 | $21.74 | $152,194.00 |
DisclosureSEC source: 0001127602-17-008125 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · Senior Vice President Finance 10b5-1 filing: Not disclosed Ownership: Indirect · Via Michelle L Ossowski Liv Trust Disclosed balance after: 43,289 F1 · balance_after: Mr. Ossowski transferred 4,859 of his directly owned shares of PulteGroup, Inc. common stock to the Michelle L Ossowski Living Trust, for which he is a co-trustee on about February 16, 2017. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:32 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 10,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005585 · form4.xml · nonDerivative · entry 3 OSSOWSKI JAMES L · CIK 0001568260 · VP Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,795 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:32 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 2,397 | $21.29 | $51,032.13 |
DisclosureSEC source: 0001127602-17-005585 · form4.xml · nonDerivative · entry 2 OSSOWSKI JAMES L · CIK 0001568260 · VP Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,461 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 23:32 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 7,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005585 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · VP Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,858 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 20:35 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | Tax withholdingCommon Stock | 10,194 | $21.37 | $217,794.81 |
DisclosureSEC source: 0001127602-17-004325 · form4.xml · nonDerivative · entry 1 OSSOWSKI JAMES L · CIK 0001568260 · VP Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,602 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.