Taylor Morrison Home Corporation Common Stock(TMHC)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$71.60
After hours
$71.60
+0.00%
- 52-Week Range
- $54.15 – $72.50
- YTD
- +21.71%
- IV Rank (30D)
- 66.33
- Straddle Price
- $3.62
- P/C Vol Ratio
- 0.50
- Market Cap
- $6.6B
Fair Value
+2.9% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.49% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.99% (VRP-adj) |
| WACC | 8.52% |
| Volatility Risk Premium | +18.4pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 24.2% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 10.7% |
| Book / Price | 87.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 22.3% |
| FCF Margin (TTM) | 9.1% |
| Debt / Equity | 0.36 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | -4.1% (reverse-DCF on current price) |
| SMA 50 | $62.91 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $67.70 |
| Bollinger Width / SMA20 | 52.7% (drives anchor stability) |
| Net Debt | $1.6B |
| Market Cap | $7B |
Peers used for multiples: BLD, DHI, LEN, PHM, TOL
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$73.67
Current Price
$71.60
Deviation
+2.9%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -0.3% ⚠ | +1.45 | +0.59 | 62.6% | — |
| 42d | -1.1% ⚠ | +1.61 | +0.67 | 61.3% | — |
| 63d | +1.0% | +1.88 | +0.80 | 66.6% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $50.56 | 15% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $83.74 | 9% | median 12.5× · 5 peers |
| Peer EV/EBITDA | $91.14 | 9% | median 10.4× · 5 peers |
| Peer P/B | $117.07 | 9% | median 1.9× · 5 peers |
| Peer P/S | $102.21 | 9% | median 1.3× · 5 peers |
| Market Anchor (SMA50) | $62.91 | 50% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-22 · updated 2026-06-22 20:59:30.525000
Info
- Industry (SIC)
- OPERATIVE BUILDERS (1531)
- Exchange
- XNYS
- Market Cap
- $6.6B
Taylor Morrison Home Corp is an American residential construction company engaged in residential homebuilding and the development of lifestyle communities. It designs, builds, and sells single and multi-family detached and attached homes in traditionally high growth markets for entry level, move-up, and resort lifestyle buyers. The company has four reportable segments: East, Central, West, and Financial Services. The majority of the company's revenue is derived from its West Segment.
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.15% | 13 |
| Feb | +2.07% | 13 |
| Mar | -1.83% | 13 |
| Apr | +2.87% | 14 |
| May | +2.09% | 14 |
| Jun | -0.34% | 14 |
| Jul | +3.20% | 13 |
| Aug | -0.72% | 13 |
| Sep | -1.04% | 13 |
| Oct | -1.06% | 13 |
| Nov | +6.10% | 13 |
| Dec | -1.39% | 13 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $68.39
SMA 50: $63.14
SMA 200: $62.65
Current: $71.60
EMA 12: $70.58
EMA 26: $67.57
MACD: 3.0111 | Signal: -0.0405
BULLISH
ADX (14): 41.25
STRONG TREND
+DI: 45.39
−DI: 14.31
Momentum Oscillators
RSI (14): 73.86
OVERBOUGHT
Stoch %K: 44.58
Stoch %D: 70.61
Williams %R: -79.52
Volume & Volatility
BB Upper: $79.68
BB Lower: $57.10
NEUTRAL
OBV: -20,091,908
Vol SMA 20: 5,420,663
Vol ROC: -65.21%
ATR: $1.10
True Range: $0.27
HV 20: 71.6%
HV 30: 62.4%
HV 60: 51.8%
Data Summary
Data Points: 500
Last Updated: 2026-06-22T21:15:20.722000
Date Range: 2024-06-24T00:00:00 – 2026-06-22T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
On this episode of Stock Movers with Alexis Christoforous: - Shares of Taylor Morrison Home Corp. (TMHC) soared in premarket trading after Berkshire Hathaway said it will acquire the homebuilder in an all-cash deal worth about $6.8 billion. It marks the first major purchase…
Berkshire Hathaway Inc. is buying Taylor Morrison Home Corp. in an all-cash deal worth about $6.8 billion. The offer of $72.50 per common share represents a 24% premium to the home builder’s latest closing price on Friday and is the first major purchase under chief executive…
Berkshire Hathaway will buy homebuilder Taylor Morrison Home for $8.5 billion, the first new takeover deal since Warren Buffett stepped down as CEO. The post Berkshire Hathaway Announces First Takeover Since Warren Buffett's Exit appeared first on Investor's Business Daily .
Berkshire Hathaway Inc. will acquire Taylor Morrison Home Corp. in an all-cash deal worth about $6.8 billion, the first major purchase under chief executive Greg Abel and a vote of confidence in the US housing market.
Earnings History
8 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-24 | Pre-Market | 7.55% | 0.53% | 0.07x | Within |
| 2024-10-23 | After-Close | 7.80% | 2.03% | 0.26x | Within |
| 2025-02-12 | After-Close | 6.79% | 4.17% | 0.61x | Within |
| 2025-04-23 | unknown | 8.46% | 0.94% | 0.11x | Within |
| 2025-07-23 | Pre-Market | 7.33% | 3.76% | 0.51x | Within |
| 2025-10-22 | Pre-Market | 8.87% | 3.24% | 0.37x | Within |
| 2026-02-11 | Pre-Market | 7.75% | 1.09% | 0.14x | Within |
| 2026-04-22 | Pre-Market | 9.48% | 4.94% | 0.52x | Within |
Options Activity
- IV Rank (30D)
- 66.33
- IV Rank (7D)
- 66.33
- Avg IV
- 84.4%
- Straddle (30D)
- $3.62
- Straddle (7D)
- $3.62
- P/C Volume
- 0.50
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.79
- Correlation (SPY)
- 25.3%
- R²
- 0.06
- Ann. Volatility
- 38.9%
- SPY Volatility
- 12.4%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 99,802,000 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
4 filers$6.01M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $2.44M | 40.60% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $1.74M | 28.88% | 2026-03-31 |
| 3 | Schonfeld Strategic Advisors LLC | $1.00M | 16.67% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $832.83K | 13.86% | 2026-03-31 |
2 filers$1.19M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $966.78K | 81.06% | 2026-03-31 |
| 2 | WOLVERINE TRADING, LLC Custodian | $225.90K | 18.94% | 2025-09-30 |
Insider Activity
Latest: 2026-05-26
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-26 | Peter R. Lane | Director | Grant (A) | +3,287 RSU | — | EDGAR | |
| 2026-05-26 | Heather C Ostis | Director | Exer (M) | +3,096 | — | EDGAR | |
| 2026-05-26 | Amanda Whalen | Director | Grant (A) | +3,287 RSU | — | EDGAR | |
| 2026-05-26 | Denise Warren | Director | Exer (M) | +3,096 | — | EDGAR | |
| 2026-05-26 | Andrea Owen | Director | Grant (A) | +3,287 RSU | — | EDGAR | |
| 2026-05-26 | Christopher J. Yip | Director | Grant (A) | +3,287 RSU | — | EDGAR | |
| 2026-05-26 | ANNE L MARIUCCI | Director | Exer (M) | +3,096 | — | EDGAR | |
| 2026-04-02 | Christopher J. Yip | Director | Grant (A) | +408 RSU | — | EDGAR | |
| 2026-03-16 | CURTIS VANHYFTE | CFO | Mixed | +2,392 | $58.86 | -$101.4K | EDGAR |
| 2026-03-16 | Sheryl Palmer | Chairman, President and CEO | Mixed | +4,371 | $58.86 | -$185.2K | EDGAR |
| 2026-02-25 | CURTIS VANHYFTE | CFO | Mixed | +9,974 | $66.68 | -$334.0K | EDGAR |
| 2026-02-25 | Stevin Todd Merrill | EVP, CLO & Secretary | Mixed | +2,381 | $66.68 | -$59.5K | EDGAR |
| 2026-02-25 | Joseph Terracciano | Chief Accounting Officer | Mixed | +804 | $66.68 | -$25.6K | EDGAR |
| 2026-02-25 | Sheryl Palmer | Chairman, President and CEO | Mixed | +49,617 | $66.68 | -$2.38M | EDGAR |
| 2026-02-24 | CURTIS VANHYFTE | CFO | Mixed | +2,413 | $67.91 | -$60.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
20 insiders · @ $71.60
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | TPG Group Holdings (SBS) Advisors, Inc. | 10%+ Owner | 1,499,732 | $107.38M | $31.99M | 2 | 2016-02-19 |
| 2 | Sheryl Palmer | Chairman, President and CEO | 451,892 | $32.36M | -$62.87M | 76 | 2026-03-16 |
| 3 | DAVID BONDERMAN | 10%+ Owner | 430,000 | $30.79M | $22.24M | 6 | 2018-01-10 |
| 4 | Darrell Sherman | EVP, CLO & Secretary | 110,008 | $7.88M | -$12.78M | 52 | 2025-03-14 |
| 5 | C. David Cone | EVP and CFO | 102,489 | $7.34M | -$13.25M | 34 | 2021-10-29 |
| 6 | ANNE L MARIUCCI | Director | 62,204 | $4.45M | -$879.5K | 29 | 2026-05-26 |
| 7 | WILLIAM H LYON | Director | 54,356 | $3.89M | -$167.65M | 62 | 2024-11-27 |
| 8 | Louis Steffens | EVP & Chief Financial Officer | 39,344 | $2.82M | -$4.51M | 21 | 2023-04-24 |
| 9 | CURTIS VANHYFTE | CFO | 30,501 | $2.18M | -$2.25M | 20 | 2026-03-16 |
| 10 | James Henry | Director | 28,287 | $2.03M | $0 | 8 | 2018-06-01 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-02-13
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | Warren Denise | Director | 3,075 | $212.8K | 2026-02-13 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-09-12 | Merrill Stevin Todd | Officer | 4,412 | $309.0K | 2025-09-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-09-11 | MARIUCCI ANNE L | Director | 14,002 | $980.1K | 2025-09-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-22 | Sheryl Palmer | Chairman, CEO | 50,000 | $3.29M | 2025-08-22 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2025-08-22 | Sherman Darrell | Officer | 21,967 | $1.53M | 2025-08-22 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-22 | VANHYFTE CURTIS | Officer | 5,082 | $355.6K | 2025-08-22 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-20 | VANHYFTE CURTIS | Officer | 3,501 | $240.4K | 2025-08-20 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-06 | VANHYFTE CURTIS | Officer | 9,754 | $636.2K | 2025-08-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-02-25 | MERRITT DAVID C | Director | 2,402 | $153.7K | 2025-02-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-11-07 | William H. Lyon | Affiliate | 410,000 | $28.97M | 2024-11-07 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-01 | 0001193125-26-249694 | EDGAR |
| 2026-05-22 | 0001193125-26-237026 | EDGAR |
| 2026-04-22 | 0001193125-26-168218 | EDGAR |
| 2026-03-17 | 0001193125-26-110835 | EDGAR |
| 2026-02-11 | 0001193125-26-045475 | EDGAR |
| 2025-12-23 | 0001193125-25-329705 | EDGAR |
| 2025-12-16 | 0001193125-25-320920 | EDGAR |
| 2025-11-10 | 0001193125-25-273284 | EDGAR |
| 2025-11-10 | 0001193125-25-274335 | EDGAR |
| 2025-11-07 | 0001193125-25-272287 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-18 | 0001628280-26-009030 | EDGAR |
| 2025-02-19 | 0001628280-25-006416 | EDGAR |
| 2024-02-21 | 0000950170-24-017842 | EDGAR |
| 2023-02-22 | 0001628280-23-004524 | EDGAR |
| 2022-02-23 | 0001628280-22-003466 | EDGAR |
| 2021-02-24 | 0001628280-21-003044 | EDGAR |
| 2020-02-19 | 0001628280-20-001799 | EDGAR |
| 2019-02-20 | 0001628280-19-001592 | EDGAR |
| 2018-02-21 | 0001628280-18-001960 | EDGAR |
| 2017-02-21 | 0001628280-17-001498 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-22 | 0001628280-26-026535 | EDGAR |
| 2025-10-22 | 0001628280-25-045895 | EDGAR |
| 2025-07-23 | 0001562476-25-000007 | EDGAR |
| 2025-04-23 | 0001628280-25-019376 | EDGAR |
| 2024-10-24 | 0001628280-24-043469 | EDGAR |
| 2024-07-24 | 0001628280-24-032842 | EDGAR |
| 2024-04-30 | 0001628280-24-019320 | EDGAR |
| 2023-10-25 | 0000950170-23-055220 | EDGAR |
| 2023-07-26 | 0000950170-23-034712 | EDGAR |
| 2023-04-26 | 0000950170-23-014795 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 10.7 |
| P/B Ratio | 1.1 |
| P/S Ratio | 0.9 |
| EV/EBITDA | 8.0 |
| TTM Revenue | $7.6B |
| TTM Net Income | $0.7B |
| TTM EPS | $6.71 |
| ROE | 10.7% |
| Debt/Equity | 0.37 |