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 |
|---|---|---|---|---|---|---|
| June 13, 2023 Filed Jun 14, 2023 23:24 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 110,974 | $47.46 | $5,266,826.04 |
DisclosureSEC source: 0000950142-23-001705 · es230370021_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 $46.93 to $47.86, 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 |
| June 13, 2023 Filed Jun 14, 2023 23:24 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 110,974 | $23.84 | $2,645,620.16 |
DisclosureSEC source: 0000950142-23-001705 · es230370021_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: 510,916 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 13, 2023 Filed Jun 14, 2023 23:24 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 1,526 | $47.46 | $72,423.96 |
DisclosureSEC source: 0000950142-23-001705 · es230370021_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 $46.93 to $47.86, 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 |
| June 13, 2023 Filed Jun 14, 2023 23:24 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 1,526 | $18.74 | $28,597.24 |
DisclosureSEC source: 0000950142-23-001705 · es230370021_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: 401,468 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 08, 2023 Filed Jun 12, 2023 20:11 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 51,071 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-027476 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,233 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 |
| March 31, 2023 Filed Apr 4, 2023 23:00 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 35,578 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-010511 · doc4.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,162 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 |
| February 21, 2023 Filed Feb 23, 2023 22:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 69,065 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000511 · es230333131_4-palmer.xml · derivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,065 Underlying: Common Stock · 69,065 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 21, 2024, February 21, 2025 and February 21, 2026. 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 21, 2024, February 21, 2025 and February 21, 2026. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:17 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 83,507 | Not disclosed Strike: $34.75 | Not disclosed |
DisclosureSEC source: 0000950142-23-000511 · es230333131_4-palmer.xml · derivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,507 Underlying: Common Stock · 83,507 shares Expires 2033-02-21 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 21, 2024, February 21, 2025, February 21, 2026 and February 21, 2027. Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 02:07 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 110,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000494 · es230332868_4-palmer.xml · derivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 110,382 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 10, 2020, 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 10, 2020, 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 10, 2020, the Reporting Person received a grant of PSUs representing 110,382 shares of the Issuer's Common Stock (at target), half of which vest based on the Issuer's earnings before taxes ("EBT") and a relative total shareholder return modifier, and half of which vest based on the Company's EBT margin and a relative total shareholder return modifier. 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 2022 tranche. The compensation committee determined that the objectives for the fiscal 2022 tranche were achieved at a level resulting in 110,382 PSUs being earned by the Reporting Person on February 20, 2023, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 10, 2020, the Reporting Person received a grant of PSUs representing 110,382 shares of the Issuer's Common Stock (at target), half of which vest based on the Issuer's earnings before taxes ("EBT") and a relative total shareholder return modifier, and half of which vest based on the Company's EBT margin and a relative total shareholder return modifier. 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 2022 tranche. The compensation committee determined that the objectives for the fiscal 2022 tranche were achieved at a level resulting in 110,382 PSUs being earned by the Reporting Person on February 20, 2023, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 02:07 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 110,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000494 · es230332868_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,382 Underlying: Common Stock · 110,382 shares Expires not disclosed F3 · derivative.exercise_price: On February 10, 2020, the Reporting Person received a grant of PSUs representing 110,382 shares of the Issuer's Common Stock (at target), half of which vest based on the Issuer's earnings before taxes ("EBT") and a relative total shareholder return modifier, and half of which vest based on the Company's EBT margin and a relative total shareholder return modifier. 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 2022 tranche. The compensation committee determined that the objectives for the fiscal 2022 tranche were achieved at a level resulting in 110,382 PSUs being earned by the Reporting Person on February 20, 2023, subject to satisfaction of the vesting conditions for such grant. F3 · price: On February 10, 2020, the Reporting Person received a grant of PSUs representing 110,382 shares of the Issuer's Common Stock (at target), half of which vest based on the Issuer's earnings before taxes ("EBT") and a relative total shareholder return modifier, and half of which vest based on the Company's EBT margin and a relative total shareholder return modifier. 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 2022 tranche. The compensation committee determined that the objectives for the fiscal 2022 tranche were achieved at a level resulting in 110,382 PSUs being earned by the Reporting Person on February 20, 2023, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.exercise_date: On February 10, 2020, the Reporting Person received a grant of PSUs representing 110,382 shares of the Issuer's Common Stock (at target), half of which vest based on the Issuer's earnings before taxes ("EBT") and a relative total shareholder return modifier, and half of which vest based on the Company's EBT margin and a relative total shareholder return modifier. 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 2022 tranche. The compensation committee determined that the objectives for the fiscal 2022 tranche were achieved at a level resulting in 110,382 PSUs being earned by the Reporting Person on February 20, 2023, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 10, 2020, the Reporting Person received a grant of PSUs representing 110,382 shares of the Issuer's Common Stock (at target), half of which vest based on the Issuer's earnings before taxes ("EBT") and a relative total shareholder return modifier, and half of which vest based on the Company's EBT margin and a relative total shareholder return modifier. 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 2022 tranche. The compensation committee determined that the objectives for the fiscal 2022 tranche were achieved at a level resulting in 110,382 PSUs being earned by the Reporting Person on February 20, 2023, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| February 20, 2023 Filed Feb 23, 2023 02:07 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 47,299 | $35.85 | $1,695,669.15 |
DisclosureSEC source: 0000950142-23-000494 · es230332868_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,942 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 20, 2023 Filed Feb 23, 2023 02:07 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantCommon Stock | 110,382 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-23-000494 · es230332868_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,241 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 10, 2020, 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 16, 2023 Filed Feb 21, 2023 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000471 · es230331251_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,895 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, 2023 Filed Feb 21, 2023 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 11,097 | $36.23 | $402,044.31 |
DisclosureSEC source: 0000950142-23-000471 · es230331251_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,859 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, 2023 Filed Feb 21, 2023 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 25,895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000471 · es230331251_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,956 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, 2023 Filed Feb 14, 2023 23:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000422 · es230330190_4-palmer.xml · derivative · entry 6 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,436 Underlying: Common Stock · 25,217 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"). F5 · 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. F5 · 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, 2023 Filed Feb 14, 2023 23:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 10,806 | $35.85 | $387,395.10 |
DisclosureSEC source: 0000950142-23-000422 · es230330190_4-palmer.xml · nonDerivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,061 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, 2023 Filed Feb 14, 2023 23:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 25,217 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000422 · es230330190_4-palmer.xml · nonDerivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,867 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 10, 2023 Filed Feb 14, 2023 23:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 20,295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000422 · es230330190_4-palmer.xml · derivative · entry 5 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,295 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 10, 2020, the Reporting Person was granted 60,883 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 10, 2021, February 10, 2022 and February 10, 2023. F3 · derivative.expiration_date: On February 10, 2020, the Reporting Person was granted 60,883 RSUs, generally vesting in three installments of approximately 33 1/3% on each of February 10, 2021, February 10, 2022 and February 10, 2023. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 23:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 8,697 | $35.85 | $311,787.45 |
DisclosureSEC source: 0000950142-23-000422 · es230330190_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,650 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 10, 2023 Filed Feb 14, 2023 23:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 20,295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-23-000422 · es230330190_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,347 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 01, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 100,000 | $0.00 Strike: $18.74 | $0.00 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · derivative · entry 9 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,526 Underlying: Common Stock · 100,000 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. F5 · 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 |
| February 01, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 100,000 | $36.13 | $3,613,000.00 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · nonDerivative · entry 6 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,052 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 13, 2022. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.00 to $36.51, inclusive. The reporting person undertakes to provide to the staff of the Securities and Exchange Commission, to any security holder of 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 |
| February 01, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 100,000 | $18.74 | $1,874,000.00 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · nonDerivative · entry 5 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,052 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 |
| January 31, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 58,730 | $0.00 Strike: $18.74 | $0.00 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · derivative · entry 8 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,526 Underlying: Common Stock · 58,730 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. F5 · 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 |
| January 31, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 41,270 | $0.00 Strike: $11.30 | $0.00 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · derivative · entry 7 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,270 shares Expires 2026-02-08 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 8, 2016, the reporting person was granted 239,071 options vesting in four equal installments on each of February 8, 2017, February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| January 31, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 58,730 | $35.13 | $2,063,184.90 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · nonDerivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,052 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 13, 2022. 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 $35.00 to $35.59, 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 |
| January 31, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 58,730 | $18.74 | $1,100,600.20 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · nonDerivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,782 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 |
| January 31, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 41,270 | $35.13 | $1,449,815.10 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,052 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 13, 2022. 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 $35.00 to $35.59, 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 |
| January 31, 2023 Filed Feb 1, 2023 22:37 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 41,270 | $11.30 | $466,351.00 |
DisclosureSEC source: 0000950142-23-000249 · es230326556_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,322 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 |
| January 26, 2023 Filed Jan 27, 2023 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 99,700 | $0.00 Strike: $11.30 | $0.00 |
DisclosureSEC source: 0000950142-23-000221 · es230325122_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,270 Underlying: Common Stock · 99,700 shares Expires 2026-02-08 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 8, 2016, the reporting person was granted 239,071 options vesting in four equal installments on each of February 8, 2017, February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 99,700 | $34.14 | $3,403,758.00 |
DisclosureSEC source: 0000950142-23-000221 · es230325122_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,052 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 13, 2022. 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 $34.00 to $34.38, 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 |
| January 26, 2023 Filed Jan 27, 2023 21:02 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 99,700 | $11.30 | $1,126,610.00 |
DisclosureSEC source: 0000950142-23-000221 · es230325122_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,752 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 |
| January 18, 2023 Filed Jan 19, 2023 21:31 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 300 | $0.00 Strike: $11.30 | $0.00 |
DisclosureSEC source: 0000950142-23-000163 · es230322126_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,970 Underlying: Common Stock · 300 shares Expires 2026-02-08 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_date: On February 8, 2016, the Reporting Person was granted 239,071 options vesting in four equal installments on each of February 8, 2017, February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| January 18, 2023 Filed Jan 19, 2023 21:31 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 300 | $34.00 | $10,200.00 |
DisclosureSEC source: 0000950142-23-000163 · es230322126_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,052 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 13, 2022. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. Read SEC document |
| January 18, 2023 Filed Jan 19, 2023 21:31 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 300 | $11.30 | $3,390.00 |
DisclosureSEC source: 0000950142-23-000163 · es230322126_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,352 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 |
| December 30, 2022 Filed Jan 3, 2023 23:00 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 40,716 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-000345 · doc4.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,584 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, 2022 Filed Oct 4, 2022 21:23 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 15,495 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-032715 · doc4.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,868 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 30, 2022 Filed Jul 5, 2022 20:30 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 8,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024985 · doc4.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,373 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 02, 2022 Filed Jun 6, 2022 21:00 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 30,674 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021222 · doc4.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,773 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 |
| March 31, 2022 Filed Apr 4, 2022 22:15 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 3,727 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-013439 · doc4.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,099 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 07, 2022 Filed Mar 7, 2022 21:24 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 34,735 | $28.72 | $997,589.20 |
DisclosureSEC source: 0000950142-22-000931 · es220232517_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,052 F1 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of performance-based vesting restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:35 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 78,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-22-000889 · es220231613_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 78,142 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 19, 2019, 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 19, 2019, 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 · derivative.exercise_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 55,006 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 applicable vesting date, 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 third tranche (2021) were achieved at a level resulting in 36,748 PSUs being earned by the Reporting Person on March 1, 2022, subject to satisfaction of the vesting conditions for such grant. F2 · derivative.expiration_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 55,006 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 applicable vesting date, 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 third tranche (2021) were achieved at a level resulting in 36,748 PSUs being earned by the Reporting Person on March 1, 2022, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:35 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantPerformance-based restricted stock units · Derivative | 36,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-22-000889 · es220231613_4-palmer.xml · derivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,142 Underlying: Common Stock · 36,748 shares Expires not disclosed F2 · derivative.exercise_price: On February 19, 2019, the Reporting Person received a grant of PSUs representing 55,006 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 applicable vesting date, 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 third tranche (2021) were achieved at a level resulting in 36,748 PSUs being earned by the Reporting Person on March 1, 2022, subject to satisfaction of the vesting conditions for such grant. F2 · price: On February 19, 2019, the Reporting Person received a grant of PSUs representing 55,006 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 applicable vesting date, 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 third tranche (2021) were achieved at a level resulting in 36,748 PSUs being earned by the Reporting Person on March 1, 2022, subject to satisfaction of the vesting conditions for such grant. F2 · derivative.exercise_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 55,006 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 applicable vesting date, 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 third tranche (2021) were achieved at a level resulting in 36,748 PSUs being earned by the Reporting Person on March 1, 2022, subject to satisfaction of the vesting conditions for such grant. F2 · derivative.expiration_date: On February 19, 2019, the Reporting Person received a grant of PSUs representing 55,006 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 applicable vesting date, 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 third tranche (2021) were achieved at a level resulting in 36,748 PSUs being earned by the Reporting Person on March 1, 2022, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:35 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantCommon Stock | 78,142 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-000889 · es220231613_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,787 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 19, 2019, 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 18, 2022 Filed Feb 22, 2022 23:31 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 18,336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-22-000786 · es220228354_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,336 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 19, 2019, the Reporting Person was granted 55,006 RSUs, generally vesting in three installments of 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. F3 · derivative.expiration_date: On February 19, 2019, the Reporting Person was granted 55,006 RSUs, generally vesting in three installments of 33 1/3% on each of February 19, 2020, February 19, 2021, and February 19, 2022. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 23:31 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 8,151 | $28.72 | $234,096.72 |
DisclosureSEC source: 0000950142-22-000786 · es220228354_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,645 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 18, 2022 Filed Feb 22, 2022 23:31 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionCommon Stock | 18,336 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-22-000786 · es220228354_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,796 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, 2022 Filed Feb 18, 2022 21:41 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-22-000768 · es220227294_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,790 Underlying: Common Stock · 25,894 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, 2022 Filed Feb 18, 2022 21:41 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingCommon Stock | 9,465 | $30.60 | $289,629.00 |
DisclosureSEC source: 0000950142-22-000768 · es220227294_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,460 F2 · shares: Represents shares of Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. 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.