Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARLISLE COMPANIES INCCSL · Entity 982 | Director | September 10, 2026 | September 11, 2026 |
| INTERFACE INCTILE · Entity 1592 | Director | May 18, 2021 | May 20, 2021 |
| Offerpad Solutions Inc.OPAD · Entity 7642 | Director | March 31, 2025 | April 02, 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.
CARLISLE COMPANIES INC
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 246 |
Reported balance
After 2026-09-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 246 · Balance 246 F1: Each deferred stock unit is the economic equivalent of one share of the issuer's common stock. The deferred stock units become payable in cash upon the reporting person's termination of service as a director of the issuer, such payment to be made in a lump sum or in quarterly installments over ten years based on the closing price of the issuer's common stock on the payment date. F2: Represents a grant of units from the issuer for services as a director of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit is the economic equivalent of one share of the issuer's common stock. The deferred stock units become payable in cash upon the reporting person's termination of service as a director of the issuer, such payment to be made in a lump sum or in quarterly installments over ten years based on the closing price of the issuer's common stock on the payment date.
F2: Represents a grant of units from the issuer for services as a director of the issuer.
INTERFACE INC
Report date May 18, 2021 · Filed May 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,003 |
Reported balance
After 2021-05-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-18 · Grant · Acquired 7,547 · Balance 41,003 F1: A substantial number of such shares are restricted shares subject to a risk of forfeiture under certain circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: A substantial number of such shares are restricted shares subject to a risk of forfeiture under certain circumstances.
Offerpad Solutions Inc.
Report date March 31, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 68,818 |
Reported balance
After 2025-03-31 transaction · row 1
1 source rowRow 1 · 2025-03-31 · Grant · Acquired 15,060 · Balance 68,818 F1: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Taylor Morrison Home Corp
Report date July 24, 2026 · Filed July 27, 2026
Section 16 reporting ended · disclosed 2026-07-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Disposition to issuer · Disposed 267,944 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2026-07-24 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-07-24 · Disposition to issuer · Disposed 180,801 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F5: Held by The Palmer Family Delaware Dynasty Trust, of which the Reporting Person is the Investment Adviser. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2026-07-24 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-07-24 · Disposition to issuer · Disposed 19,211 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F6: Held by Sheryl D. Palmer Trust, established October 4, 2019, of which the Reporting Person is a trustee and sole beneficiary. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-24 · Disposition to issuer · Disposed 29,620 · Balance 0 F2: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F3: Pursuant to the Merger Agreement, each outstanding RSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares of Common Stock subject to such RSUs immediately prior to the Effective Time, multiplied by (y) the Merger Consideration. Fifty percent (50%) of such cash amount will be paid at or promptly after the Effective Time, and the remaining fifty percent (50%) will become payable on January 31, 2027, generally subject to the Reporting Person's continued employment through such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-24 · Disposition to issuer · Disposed 15,227 · Balance 0 F2: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F3: Pursuant to the Merger Agreement, each outstanding RSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares of Common Stock subject to such RSUs immediately prior to the Effective Time, multiplied by (y) the Merger Consideration. Fifty percent (50%) of such cash amount will be paid at or promptly after the Effective Time, and the remaining fifty percent (50%) will become payable on January 31, 2027, generally subject to the Reporting Person's continued employment through such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-24 · Disposition to issuer · Disposed 56,239 · Balance 0 F2: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F3: Pursuant to the Merger Agreement, each outstanding RSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares of Common Stock subject to such RSUs immediately prior to the Effective Time, multiplied by (y) the Merger Consideration. Fifty percent (50%) of such cash amount will be paid at or promptly after the Effective Time, and the remaining fifty percent (50%) will become payable on January 31, 2027, generally subject to the Reporting Person's continued employment through such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-07-24 · Disposition to issuer · Disposed 7,519 · Balance 0 F2: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock. F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F3: Pursuant to the Merger Agreement, each outstanding RSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares of Common Stock subject to such RSUs immediately prior to the Effective Time, multiplied by (y) the Merger Consideration. Fifty percent (50%) of such cash amount will be paid at or promptly after the Effective Time, and the remaining fifty percent (50%) will become payable on January 31, 2027, generally subject to the Reporting Person's continued employment through such date. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $18.18 · Expires 2029-02-19 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-07-24 · Disposition to issuer · Disposed 140,122 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.28 · Expires 2030-02-10 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-07-24 · Disposition to issuer · Disposed 112,360 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $28.32 · Expires 2031-02-16 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-07-24 · Disposition to issuer · Disposed 151,307 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $29.08 · Expires 2032-02-11 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-07-24 · Disposition to issuer · Disposed 111,562 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $63.02 · Expires 2035-02-18 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-07-24 · Disposition to issuer · Disposed 40,392 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $34.75 · Expires 2033-02-21 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-07-24 · Disposition to issuer · Disposed 83,507 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $56.48 · Expires 2034-02-23 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-07-24 · Disposition to issuer · Disposed 41,592 · Balance 0 F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration"). F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired Taylor Morrison Home Corporation (the "Issuer") pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.00001 per share, (the "Common Stock") (other than certain excluded shares) automatically converted into the right to receive $72.50 per share in cash (the "Merger Consideration").
F2: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Common Stock.
F3: Pursuant to the Merger Agreement, each outstanding RSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares of Common Stock subject to such RSUs immediately prior to the Effective Time, multiplied by (y) the Merger Consideration. Fifty percent (50%) of such cash amount will be paid at or promptly after the Effective Time, and the remaining fifty percent (50%) will become payable on January 31, 2027, generally subject to the Reporting Person's continued employment through such date.
F4: Pursuant to the Merger Agreement, options to purchase shares of Common Stock (the "Options") became fully vested (to the extent not previously vested) and cancelled and converted into the right to receive an amount of cash equal to (x) the number of shares of Common Stock subject to the Option as of immediately prior to the Effective Time, multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price per share of Common Stock under such Option.
F5: Held by The Palmer Family Delaware Dynasty Trust, of which the Reporting Person is the Investment Adviser.
F6: Held by Sheryl D. Palmer Trust, established October 4, 2019, of which the Reporting Person is a trustee and sole beneficiary.
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 21, 2025 Filed Feb 24, 2025 23:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 15,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-000522 · es250595432_4-palmer.xml · nonDerivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,361 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. F1 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 23:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 9,635 | $60.79 | $585,711.65 |
DisclosureSEC source: 0000950142-25-000522 · es250595432_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,135 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 23:30 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 23,022 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-000522 · es250595432_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,770 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. F1 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 00:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 44,430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-000475 · es250593306_4-palmer.xml · derivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,430 Underlying: Common Stock · 44,430 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock. F5 · price: The RSUs were granted to the Reporting Person in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 18, 2026, February 18, 2027 and February 18, 2028. F4 · derivative.expiration_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 18, 2026, February 18, 2027 and February 18, 2028. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 00:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 40,392 | Not disclosed Strike: $63.02 | Not disclosed |
DisclosureSEC source: 0000950142-25-000475 · es250593306_4-palmer.xml · derivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,392 Underlying: Common Stock · 40,392 shares Expires 2035-02-18 F2 · price: The options were granted to the Reporting Person in accordance with the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F1 · derivative.exercise_date: Subject to certain conditions, the options will generally vest in four equal installments of 25% on each of February 18, 2026, February 18, 2027, February 18, 2028 and February 18, 2029. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 90,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-000358 · es250591013_4-palmer.xml · derivative · entry 8 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,784 shares Expires not disclosed 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. F3 · derivative.exercise_price: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 11, 2022, under Issuer's 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F3 · price: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 11, 2022, under Issuer's 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F8 · derivative.exercise_date: On February 11, 2022, the Reporting Person received a grant of PSUs representing 75,653 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2024 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2024 tranche were achieved at a level resulting in 90,784 PSUs being earned by the Reporting Person on February 11, 2025, subject to satisfaction of the vesting conditions for such grant. F8 · derivative.expiration_date: On February 11, 2022, the Reporting Person received a grant of PSUs representing 75,653 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2024 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2024 tranche were achieved at a level resulting in 90,784 PSUs being earned by the Reporting Person on February 11, 2025, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 90,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-000358 · es250591013_4-palmer.xml · derivative · entry 7 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,784 Underlying: Common Stock · 90,784 shares Expires not disclosed F8 · derivative.exercise_price: On February 11, 2022, the Reporting Person received a grant of PSUs representing 75,653 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2024 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2024 tranche were achieved at a level resulting in 90,784 PSUs being earned by the Reporting Person on February 11, 2025, subject to satisfaction of the vesting conditions for such grant. F8 · price: On February 11, 2022, the Reporting Person received a grant of PSUs representing 75,653 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2024 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2024 tranche were achieved at a level resulting in 90,784 PSUs being earned by the Reporting Person on February 11, 2025, subject to satisfaction of the vesting conditions for such grant. F8 · derivative.exercise_date: On February 11, 2022, the Reporting Person received a grant of PSUs representing 75,653 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2024 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2024 tranche were achieved at a level resulting in 90,784 PSUs being earned by the Reporting Person on February 11, 2025, subject to satisfaction of the vesting conditions for such grant. F8 · derivative.expiration_date: On February 11, 2022, the Reporting Person received a grant of PSUs representing 75,653 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2024 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2024 tranche were achieved at a level resulting in 90,784 PSUs being earned by the Reporting Person on February 11, 2025, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-000358 · es250591013_4-palmer.xml · derivative · entry 6 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,218 shares Expires not disclosed 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. F1 · derivative.exercise_price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F7 · price: The RSUs were granted to the Reporting Person pursuant to the Equity Plan. F6 · derivative.exercise_date: On February 11, 2022, the Reporting Person was granted 75,653 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 11, 2023, February 11, 2024 and February 11, 2025. F6 · derivative.expiration_date: On February 11, 2022, the Reporting Person was granted 75,653 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 11, 2023, February 11, 2024 and February 11, 2025. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 35,629 | $62.39 | $2,222,893.31 |
DisclosureSEC source: 0000950142-25-000358 · es250591013_4-palmer.xml · nonDerivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 346,748 F4 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantCommon Stock | 90,784 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-000358 · es250591013_4-palmer.xml · nonDerivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 382,377 F3 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 11, 2022, under Issuer's 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 10,554 | $62.39 | $658,464.06 |
DisclosureSEC source: 0000950142-25-000358 · es250591013_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 291,593 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 25,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-25-000358 · es250591013_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 302,147 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. F1 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| January 28, 2025 Filed Jan 28, 2025 23:31 UTC | CARLISLE COMPANIES INC CSL · Entity 982 | GrantCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0000790051-25-000004 · wk-form4_1738107098.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111 F1 · shares: Represents a grant of 111 restricted shares from the issuer for services as a director of the issuer. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:05 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 6,578 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001125 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,758 F1 · shares: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:30 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 4,618 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-110851 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,180 F1 · shares: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 23:30 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 4,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-079860 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,562 F1 · shares: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:05 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 13,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-069287 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,320 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Offerpad Solutions Inc. (the "Issuer") Class A common stock. The RSUs vest on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the next annual meeting of stockholders of the Issuer following the grant date, subject to continued service through the applicable vesting date. To the extent vested, RSUs will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| May 15, 2024 Filed May 16, 2024 21:14 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 100,000 | $61.70 | $6,170,000.00 |
DisclosureSEC source: 0000950142-24-001368 · es240483272_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 19,211 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the Reporting Person on December 15, 2023. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.74 to $62.07, inclusive. The Reporting Person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation ("TMHC"), or to TMHC, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · ownership.nature: Held by Sheryl D. Palmer Trust ("Trust"), established October 4, 2019, of which the Reporting Person is a trustee and sole beneficiary. Read SEC document |
| March 28, 2024 Filed Apr 1, 2024 23:44 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 2,314 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-039655 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,987 F1 · shares: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:03 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 100,000 | $56.61 | $5,661,000.00 |
DisclosureSEC source: 0000950142-24-000736 · es240459819_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Indirect · By Trust Disclosed balance after: 119,211 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the Reporting Person on December 15, 2023. Accordingly, the Reporting Person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $56.13 to $57.22, inclusive. The Reporting Person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation ("TMHC"), or to TMHC, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · ownership.nature: Held by Sheryl D. Palmer Trust ("Trust"), established October 4, 2019, of which the Reporting Person is a trustee and sole beneficiary. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 01:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 115,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000566 · es240452532_4-palmer.xml · derivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 115,368 shares Expires not disclosed 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. F1 · derivative.exercise_price: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 16, 2021, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F1 · price: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 16, 2021, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F3 · derivative.exercise_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 115,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 115,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 01:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 115,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000566 · es240452532_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,368 Underlying: Common Stock · 115,368 shares Expires not disclosed F3 · derivative.exercise_price: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 115,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F3 · price: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 115,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.exercise_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 115,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 115,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 01:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 65,022 | $56.21 | $3,654,886.62 |
DisclosureSEC source: 0000950142-24-000566 · es240452532_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496,140 F2 · price: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 01:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantCommon Stock | 115,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-24-000566 · es240452532_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561,162 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 16, 2021, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. Read SEC document |
| February 26, 2024 Filed Mar 14, 2025 22:27 UTC Amendment | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 155,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-039667 · ownership.xml · derivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 155,368 shares Expires not disclosed 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_price: Represents the vesting and settlement of PSUs granted by the Issuer on February 16, 2021, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F2 · price: Represents the vesting and settlement of PSUs granted by the Issuer on February 16, 2021, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. F4 · derivative.exercise_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 155,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F4 · derivative.expiration_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 155,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 26, 2024 Filed Mar 14, 2025 22:27 UTC Amendment | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 155,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-039667 · ownership.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,368 Underlying: Common Stock · 155,368 shares Expires not disclosed F4 · derivative.exercise_price: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 155,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F4 · price: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 155,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F4 · derivative.exercise_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 155,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. F4 · derivative.expiration_date: On February 16, 2021, the Reporting Person received a grant of PSUs representing 77,684 shares of the Issuer's Common Stock (at target). The PSUs cliff vest at the end of a three year performance cycle, generally subject to the Reporting Person's continued employment through the date the compensation committee determines and certifies the applicable level of performance achieved for the fiscal 2023 tranche, with the number of PSUs earned and issued determined based on achievement of return on net asset performance objectives approved by the Issuer's compensation committee for each year of the performance cycle. The compensation committee determined that the objectives for the fiscal 2023 tranche were achieved at a level resulting in 155,368 PSUs being earned by the Reporting Person on February 26, 2024, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 26, 2024 Filed Mar 14, 2025 22:27 UTC Amendment | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 65,022 | $56.21 | $3,654,886.62 |
DisclosureSEC source: 0000950170-25-039667 · ownership.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536,140 F3 · price: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| February 26, 2024 Filed Mar 14, 2025 22:27 UTC Amendment | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantCommon Stock | 155,368 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-039667 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 601,162 F1 · kind: This Form 4/A is being filed to correct the number of shares of Common Stock acquired by the reporting person upon the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 16, 2021, under Issuer's 2013 Omnibus Equity Award Plan, as amended. This amendment is deemed to amend and update the amount of shares of Common Stock reported as beneficially owned by the reporting person on any subsequently filed Form 4 filed through the date hereof. As of the date hereof, the reporting person beneficially owns 408,988 shares of Common Stock directly and 19,211 shares of Common Stock indirectly by the Sheryl D. Palmer Trust, established October 4, 2019, of which the Reporting Person is a trustee and sole beneficiary. F2 · kind: Represents the vesting and settlement of PSUs granted by the Issuer on February 16, 2021, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Common Stock. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 23:01 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 45,680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000552 · es240451749_4-palmer.xml · derivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,680 Underlying: Common Stock · 45,680 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock. F5 · price: The RSUs were granted to the Reporting Person in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 23, 2025, February 23, 2026 and February 23, 2027. F4 · derivative.expiration_date: Subject to certain conditions, the RSUs will generally vest in three installments of approximately 33 1/3% on each of February 23, 2025, February 23, 2026 and February 23, 2027. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 23:01 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 41,592 | Not disclosed Strike: $56.48 | Not disclosed |
DisclosureSEC source: 0000950142-24-000552 · es240451749_4-palmer.xml · derivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,592 Underlying: Common Stock · 41,592 shares Expires 2034-02-23 F2 · price: The options were granted to the Reporting Person in accordance with the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F1 · derivative.exercise_date: Subject to certain conditions, the options will generally vest in four equal installments of 25% on each of February 23, 2025, February 23, 2026, February 23, 2027 and February 23, 2028. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 23,021 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000532 · es240451198_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,044 Underlying: Common Stock · 23,021 shares Expires not disclosed 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. F1 · derivative.exercise_price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F3 · derivative.exercise_date: On February 21, 2023, the Reporting Person was granted 69,065 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 21, 2024, February 21, 2025 and February 21, 2026. F3 · derivative.expiration_date: On February 21, 2023, the Reporting Person was granted 69,065 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 21, 2024, February 21, 2025 and February 21, 2026. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 9,635 | $55.55 | $535,224.25 |
DisclosureSEC source: 0000950142-24-000532 · es240451198_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,794 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 23,021 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000532 · es240451198_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455,429 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. F1 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 00:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000487 · es240449927_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,895 shares Expires not disclosed 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. F1 · derivative.exercise_price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F3 · derivative.exercise_date: On February 16, 2021, the Reporting Person was granted 77,684 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 16, 2022, February 16, 2023 and February 16, 2024. F3 · derivative.expiration_date: On February 16, 2021, the Reporting Person was granted 77,684 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 16, 2022, February 16, 2023 and February 16, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 00:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 10,838 | $54.75 | $593,380.50 |
DisclosureSEC source: 0000950142-24-000487 · es240449927_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 432,408 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 00:04 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 25,895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000487 · es240449927_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443,246 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. F1 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 14:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000417 · es240448631_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,218 Underlying: Common Stock · 25,218 shares Expires not disclosed 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. F1 · derivative.exercise_price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. F4 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended (the "Equity Plan"). F3 · derivative.exercise_date: On February 11, 2022, the Reporting Person was granted 75,653 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 11, 2023, February 11, 2024 and February 11, 2025. F3 · derivative.expiration_date: On February 11, 2022, the Reporting Person was granted 75,653 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 11, 2023, February 11, 2024 and February 11, 2025. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 14:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 7,809 | $53.91 | $420,983.19 |
DisclosureSEC source: 0000950142-24-000417 · es240448631_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 417,351 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 11, 2024 Filed Feb 14, 2024 14:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 25,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-24-000417 · es240448631_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 425,160 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. F1 · price: Represents settlement of restricted stock units ("RSUs") through the issuance of one share of Common Stock for each vested RSU. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 23:12 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 1,829 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-001278 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,673 F1 · shares: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 21:30 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 1,921 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-051679 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,844 F1 · shares: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 72,644 | $0.00 Strike: $18.18 | $0.00 |
DisclosureSEC source: 0000950142-23-002407 · es230399751_4-palmer.xml · derivative · entry 6 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 140,122 Underlying: Common Stock · 72,644 shares Expires 2029-02-19 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. F4 · derivative.exercise_date: On February 19, 2019, the reporting person was granted 212,766 options vesting in four equal installments on each of February 19, 2020, February 19, 2021, February 19, 2022 and February 19, 2023. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 39,856 | $0.00 Strike: $23.84 | $0.00 |
DisclosureSEC source: 0000950142-23-002407 · es230399751_4-palmer.xml · derivative · entry 5 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,856 shares Expires 2028-02-12 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. F3 · derivative.exercise_date: On February 12, 2018, the reporting person was granted 150,830 options vesting in four equal installments on each of February 12, 2019, February 12, 2020, February 12, 2021 and February 12, 2022. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 72,644 | $46.01 | $3,342,350.44 |
DisclosureSEC source: 0000950142-23-002407 · es230399751_4-palmer.xml · nonDerivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 399,942 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on March 15, 2023. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.48 to $47.30, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation ("TMHC"), or to TMHC, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 72,644 | $18.18 | $1,320,667.92 |
DisclosureSEC source: 0000950142-23-002407 · es230399751_4-palmer.xml · nonDerivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 472,586 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 |
| September 12, 2023 Filed Sep 13, 2023 20:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 39,856 | $46.01 | $1,833,774.56 |
DisclosureSEC source: 0000950142-23-002407 · es230399751_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 399,942 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on March 15, 2023. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $45.48 to $47.30, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of Taylor Morrison Home Corporation ("TMHC"), or to TMHC, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 39,856 | $23.84 | $950,167.04 |
DisclosureSEC source: 0000950142-23-002407 · es230399751_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 439,798 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 |
| June 30, 2023 Filed Jul 5, 2023 22:45 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 1,446 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-031809 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,923 F1 · shares: Consists of fully-vested restricted stock units, which will be settled in shares of the Issuer's Class A common stock within 45 days following the earliest to occur of: (i) the director's separation from service; (ii) a change in control of the Issuer; (iii) the director's death; or (iv) the director's disability. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 23:24 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 110,974 | $0.00 Strike: $23.84 | $0.00 |
DisclosureSEC source: 0000950142-23-001705 · es230370021_4-palmer.xml · derivative · entry 6 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,856 Underlying: Common Stock · 110,974 shares Expires 2028-02-12 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. F4 · derivative.exercise_date: On February 12, 2018, the reporting person was granted 150,830 options vesting in four equal installments on each of February 12, 2019, February 12, 2020, February 12, 2021 and February 12, 2022. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 23:24 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 1,526 | $0.00 Strike: $18.74 | $0.00 |
DisclosureSEC source: 0000950142-23-001705 · es230370021_4-palmer.xml · derivative · entry 5 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,526 shares Expires 2027-02-02 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. F3 · derivative.exercise_date: On February 2, 2017, the reporting person was granted 160,256 options vesting in four equal installments on each of February 2, 2018, February 2, 2019, February 2, 2020 and February 2, 2021. 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.