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 |
|---|---|---|---|---|---|---|
| August 22, 2019 Filed Aug 23, 2019 20:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 73,748 | $23.65 | $1,744,044.33 |
DisclosureSEC source: 0000950142-19-001832 · es1901033_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: 380,455 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 10, 2019. 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 $23.50 to $23.755, 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, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:51 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 92,294 | $23.42 | $2,161,599.32 |
DisclosureSEC source: 0000950142-19-001832 · es1901033_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: 454,203 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 10, 2019. 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 $23.11 to $23.50, 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, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 20, 2019 Filed Aug 21, 2019 20:41 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 80,889 | $23.24 | $1,880,014.05 |
DisclosureSEC source: 0000950142-19-001824 · es1901030_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: 546,497 F1 · security: As of June 10, 2019, Taylor Morrison Home Corporation's Class A Common Stock was renamed Common Stock. F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 10, 2019. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.00 to $23.32, 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, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:41 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | SaleCommon Stock | 28,069 | $23.06 | $647,153.25 |
DisclosureSEC source: 0000950142-19-001824 · es1901030_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: 627,386 F1 · security: As of June 10, 2019, Taylor Morrison Home Corporation's Class A Common Stock was renamed Common Stock. F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan entered into by the reporting person on June 10, 2019. 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 $23.00 to $23.12, 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, or to Taylor Morrison Home Corporation, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionPerformance-based restricted stock units · Derivative | 24,469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000524 · es1900377_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: 24,469 Underlying: Class A Common Stock · 24,469 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: On February 12, 2018, the reporting person received a grant of PSUs representing 41,946 shares of the Issuer's Class A 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 first tranche (2018) were achieved at a level resulting in 24,469 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. F3 · price: On February 12, 2018, the reporting person received a grant of PSUs representing 41,946 shares of the Issuer's Class A 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 first tranche (2018) were achieved at a level resulting in 24,469 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.exercise_date: On February 12, 2018, the reporting person received a grant of PSUs representing 41,946 shares of the Issuer's Class A 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 first tranche (2018) were achieved at a level resulting in 24,469 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. F3 · derivative.expiration_date: On February 12, 2018, the reporting person received a grant of PSUs representing 41,946 shares of the Issuer's Class A 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 first tranche (2018) were achieved at a level resulting in 24,469 PSUs being earned by the reporting person on March 8, 2019, subject to satisfaction of the vesting conditions for such grant. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 25,987 | $16.79 | $436,321.73 |
DisclosureSEC source: 0000950142-19-000524 · es1900377_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: 655,455 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 58,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-19-000524 · es1900377_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: 681,442 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 8, 2016, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Class A Common Stock. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 32,355 | $16.79 | $543,240.45 |
DisclosureSEC source: 0000950142-19-000524 · es1900377_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: 622,979 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 23:05 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 72,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-19-000524 · es1900377_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: 655,334 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 8, 2016, under Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Class A Common Stock. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 17:54 UTC | INTERFACE INC TILE · Entity 1592 | GrantCommon Stock | 5,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005065 · doc1.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,948 F1 · balance_after: A substantial number of such shares are restricted shares subject to a risk of forfeiture under certain circumstances. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 55,006 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000340 · es1900282_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: 55,006 Underlying: Class A Common Stock · 55,006 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5 · price: The restricted stock units were granted to Ms. Palmer in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 19, 2020, February 12, 2021, and February 19, 2022. F4 · derivative.expiration_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 19, 2020, February 12, 2021, and February 19, 2022. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 212,766 | Not disclosed Strike: $18.18 | Not disclosed |
DisclosureSEC source: 0000950142-19-000340 · es1900282_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: 212,766 Underlying: Class A Common Stock · 212,766 shares Expires 2029-02-19 F2 · price: The options were granted to Ms. Palmer 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 19, 2020, February 19, 2021, February 19, 2022, and February 19, 2023. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 13,982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · derivative · entry 9 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,964 Underlying: Class A Common Stock · 13,982 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 settlement of RSUs on February 13, 2019, which vested on February 12, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. F8 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F7 · derivative.exercise_date: On February 12, 2018, the reporting person was granted 41,946 RSUs, vesting in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. F7 · derivative.expiration_date: On February 12, 2018, the reporting person was granted 41,946 RSUs, vesting in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 14,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · derivative · entry 8 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,015 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 settlement of RSUs on February 13, 2019, which vested on February 9, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. F8 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F6 · derivative.exercise_date: On February 9, 2015, the Reporting Person was granted 42,045 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. F6 · derivative.expiration_date: On February 9, 2015, the Reporting Person was granted 42,045 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · derivative · entry 7 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,812 Underlying: Class A Common Stock · 25,811 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") on February 13, 2019, which vested on February 8, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. F8 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F5 · derivative.exercise_date: On February 8, 2016, the reporting person was granted 77,434 RSUs, vesting in three equal installments of 33 1/3% on each of February 8, 2018, February 8, 2019 and February 8, 2020. F5 · derivative.expiration_date: On February 8, 2016, the reporting person was granted 77,434 RSUs, vesting in three equal installments of 33 1/3% on each of February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 6,215 | $18.90 | $117,463.50 |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · nonDerivative · entry 6 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,546 F4 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 13,982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · nonDerivative · entry 5 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,761 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 · price: Represents settlement of RSUs on February 13, 2019, which vested on February 12, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 4,491 | $18.90 | $84,879.90 |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · nonDerivative · entry 4 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,779 F4 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 14,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · nonDerivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 579,270 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 · price: Represents settlement of RSUs on February 13, 2019, which vested on February 9, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 7,602 | $18.90 | $143,677.80 |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,255 F4 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:50 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 25,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000298 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,857 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") on February 13, 2019, which vested on February 8, 2019, through the issuance of one share of Class A Common Stock for each vested RSU. Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 22:20 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 15,564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000169 · ownership.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,128 Underlying: Class A Common Stock · 15,564 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 Class A 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 2, 2017, the reporting person was granted 46,692 RSUs, vesting in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020 and February 2, 2021. F3 · derivative.expiration_date: On February 2, 2017, the reporting person was granted 46,692 RSUs, vesting in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020 and February 2, 2021. Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 22:20 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 4,597 | $18.95 | $87,113.15 |
DisclosureSEC source: 0000950142-19-000169 · ownership.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 547,046 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 02, 2019 Filed Feb 5, 2019 22:20 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 15,564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000169 · ownership.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551,643 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 Class A Common Stock for each vested RSU. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 21:53 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Disposition to issuerCommon Partnership Units and Class B Common Stock · Derivative | 468,513 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-002110 · es1801158_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: 0 Underlying: Class A Common Stock · 468,513 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013 (the "Exchange Agreement"), the reporting person was permitted to exchange all or a portion of her vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. The Exchange Agreement was terminated on October 26, 2018 in connection with the contribution of all outstanding Class B shares, together with paired New TMM Units, to the Issuer. F2 · price: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013 (the "Exchange Agreement"), the reporting person was permitted to exchange all or a portion of her vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. The Exchange Agreement was terminated on October 26, 2018 in connection with the contribution of all outstanding Class B shares, together with paired New TMM Units, to the Issuer. F2 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, dated as of April 9, 2013 (the "Exchange Agreement"), the reporting person was permitted to exchange all or a portion of her vested New TMM Units (along with an equal number of its Class B Shares) at any time for Class A Shares on a one-for-one basis. The Exchange Agreement was terminated on October 26, 2018 in connection with the contribution of all outstanding Class B shares, together with paired New TMM Units, to the Issuer. F3 · derivative.expiration_date: The New TMM Units do not expire and the reporting person is not required to pay an exercise price in connection with exchanges. Each Class B Share provides the holder with one vote on all matters submitted to a vote of the Issuer's stockholders but does not entitle the holder to any of the economic rights associated with the Class A Shares. Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 21:53 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 468,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-002110 · es1801158_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: 536,079 F1 · kind: Represents shares of Class A Common Stock ("Class A Shares") that were obtained in exchange for the contribution to Taylor Morrison Home Corporation (the "Issuer") of an equal number of Common Partnership Units ("New TMM Units") of TMM Holdings II Limited Partnership along with an equal number of shares of Class B Common Stock ("Class B Shares"). F1 · price: Represents shares of Class A Common Stock ("Class A Shares") that were obtained in exchange for the contribution to Taylor Morrison Home Corporation (the "Issuer") of an equal number of Common Partnership Units ("New TMM Units") of TMM Holdings II Limited Partnership along with an equal number of shares of Class B Common Stock ("Class B Shares"). Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 23:23 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 8,273 | $23.86 | $197,393.78 |
DisclosureSEC source: 0000950142-18-000631 · es1800306_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: 67,566 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of PSUs. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 23:23 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantClass A Common Stock | 21,023 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-000631 · es1800306_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: 75,839 F1 · kind: Represents the vesting and settlement of performance-based vesting restricted stock units ("PSUs") granted by the Issuer on February 9, 2015, under the Issuer's 2013 Omnibus Equity Award Plan, as amended. Upon vesting, each PSU is settled in a share of the Issuer's Class A Common Stock. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 41,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000432 · es1800302_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: 41,946 Underlying: Class A Common Stock · 41,946 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5 · price: The restricted stock units were granted to Ms. Palmer in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. F4 · derivative.expiration_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 12, 2019, February 12, 2020, and February 12, 2021. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:55 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 150,830 | Not disclosed Strike: $23.84 | Not disclosed |
DisclosureSEC source: 0000950142-18-000432 · es1800302_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: 150,830 Underlying: Class A Common Stock · 150,830 shares Expires 2028-02-12 F2 · price: The options were granted to Ms. Palmer 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 12, 2019, February 12, 2020, February 12, 2021, and February 12, 2022. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 01:18 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 14,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000382 · es1800274_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: 14,015 Underlying: Class A Common Stock · 14,015 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 Class A Common Stock for each vested RSU. F5 · price: The RSUs were granted to the Reporting Person pursuant to the Taylor Morrison 2013 Omnibus Equity Award Plan, as amended. F4 · derivative.exercise_date: On February 9, 2015, the Reporting Person was granted 42,045 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. F4 · derivative.expiration_date: On February 9, 2015, the Reporting Person was granted 42,045 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 01:18 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 3,413 | $23.92 | $81,638.96 |
DisclosureSEC source: 0000950142-18-000382 · es1800274_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: 54,816 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 01:18 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 14,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000382 · es1800274_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: 58,229 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 Class A Common Stock for each vested RSU. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:18 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 25,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000382 · es1800274_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: 51,623 Underlying: Class A Common Stock · 25,811 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 Class A Common Stock for each vested RSU. F5 · 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 8, 2016, the reporting person was granted 77,434 RSUs, vesting in three equal installments of 33 1/3% on each of February 8, 2018, February 8, 2019 and February 8, 2020. F3 · derivative.expiration_date: On February 8, 2016, the reporting person was granted 77,434 RSUs, vesting in three equal installments of 33 1/3% on each of February 8, 2018, February 8, 2019 and February 8, 2020. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:18 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 6,284 | $24.10 | $151,444.40 |
DisclosureSEC source: 0000950142-18-000382 · es1800274_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: 44,214 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:18 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 25,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-18-000382 · es1800274_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: 50,498 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 Class A Common Stock for each vested RSU. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 21:41 UTC | INTERFACE INC TILE · Entity 1592 | GrantCommon Stock | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-002432 · doc1.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,247 F1 · balance_after: A substantial number of such shares are restricted shares subject to a risk of forfeiture under certain circumstances. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 15:50 UTC | INTERFACE INC TILE · Entity 1592 | GrantCommon Stock | 4,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-008747 · doc1.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,134 F1 · balance_after: A substantial number of such shares are restricted shares subject to a risk of forfeiture under certain circumstances. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:34 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionRestricted Stock Units · Derivative | 14,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-000319 · es1700266_4-palmer.xml · derivative · entry 3 Palmer Sheryl · CIK 0001570190 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,030 Underlying: Class A Common Stock · 14,015 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 Class A 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 9, 2015, the Reporting Person was granted 42,045 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. F3 · derivative.expiration_date: On February 9, 2015, the Reporting Person was granted 42,045 RSUs, vesting in three equal installments of 33 1/3% on each of February 9, 2017, February 9, 2018, and February 9, 2019. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:34 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Tax withholdingClass A Common Stock | 3,828 | $18.65 | $71,392.20 |
DisclosureSEC source: 0000950142-17-000319 · es1700266_4-palmer.xml · nonDerivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,687 F2 · shares: Represents shares of Class A Common Stock withheld by the Issuer to cover tax withholding obligations upon the vesting of RSUs. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:34 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | Exercise / conversionClass A Common Stock | 14,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-000319 · es1700266_4-palmer.xml · nonDerivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,515 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 Class A Common Stock for each vested RSU. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantRestricted Stock Units · Derivative | 46,692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-17-000237 · es1700241_4-palmer.xml · derivative · entry 2 Palmer Sheryl · CIK 0001570190 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,171 Underlying: Class A Common Stock · 46,692 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. F5 · price: The restricted stock units were granted to Ms. Palmer in accordance with the Equity Plan. F4 · derivative.exercise_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020, and February 2, 2021. F4 · derivative.expiration_date: Subject to certain conditions, the restricted stock units will generally vest in three equal installments of 33 1/3% on each of February 2, 2019, February 2, 2020, and February 2, 2021. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:52 UTC | Taylor Morrison Home Corp TMHC · Entity 28500 | GrantEmployee Stock Option (Right to Buy) · Derivative | 160,256 | Not disclosed Strike: $18.74 | Not disclosed |
DisclosureSEC source: 0000950142-17-000237 · es1700241_4-palmer.xml · derivative · entry 1 Palmer Sheryl · CIK 0001570190 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,327 Underlying: Class A Common Stock · 160,256 shares Expires 2027-02-02 F2 · price: The options were granted to Ms. Palmer 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 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.