PHM PULTEGROUP INC/MI/ Insider Trading

Exec. VP & COO Koart sells 7,457 PHM shares at $120.00 for $894,840; post-sale stake 28,100 shares; stock now -17.6% from 52-week high

Matthew William Koart sold 7,457 shares at $120.00, reducing his position by 21.0% from 35,557 to 28,100 shares. His prior sale at PHM on 2026-02-06 delivered a -14.0% return over 90 days, showing a 100.00% well-timed rate across his same-ticker history. The current price at $119.10 is -17.6% from the 52-week high of $144.50 and -7.2% over the past 30 days, suggesting continued downward price pressure since this sale. With annual revenue declining 3.5% and net income at $347.0M on $3.4B in quarterly revenue, the company faces headwinds; the low P/E of 11.11 reflects market skepticism. This sale pattern—a significant reduction from a senior operating executive during a period of stock weakness and fundamental softness—merits investor attention to near-term cash flow and margin trends.

EVP Kevin Henry sold 5,173 shares of PHM at $141.04; holdings fell from 19,846 to 14,673 shares (-26.1%)

Kevin Henry, EVP and Chief People Officer, sold 5,173 shares at $141.04 on 2026-02-24, reducing his holdings by 26.1% to 14,673 shares. The transaction value was $729,574.06. The sale occurs as PHM's stock trades at $140.90, near its 52-week high of $142.56 and up 12.6% over the prior 30 days, yet the company is experiencing annual revenue decline of -3.5% against a net income of $585,834,000. The substantial reduction in the executive's stake warrants monitoring of both the insider's conviction level and the company's near-term operational trajectory given the backdrop of contracting revenue.

EVP/General Counsel Sheldon Todd N sold 14,220 shares of PHM at $135.01; holdings decline 16.9% but position remains substantial at 69.8K shares.

Sheldon Todd N, serving as EVP and General Counsel, sold 14,220 shares (14.2K shares) at $135.01, reducing his holdings from 83,973 to 69,753 shares. Despite the 16.9% reduction in holdings, his remaining position of 69,753 shares (69.8K shares) remains material and signals retained confidence in the company. The transaction occurred at a price near recent highs (within 4.5% of the 52-week high of $141.42) and just above the current market price of $135.09. Notably, his prior sell at PHM on 2025-02-13 demonstrated accurate 90-day timing (posting -3.3% and -4.2% 30-day and 90-day returns respectively), and his cross-ticker open-market history shows a 100.00% well-timed rate on sells; however, this current transaction is too recent for post-trade performance assessment, and the modest sale size relative to total holdings suggests this may represent portfolio rebalancing rather than a loss of conviction in the underlying business.

Director Folliard sold 37,000 PHM shares (-81.8% of holdings) for $4,959,406 on 2026-02-05 at $134.04.

Thomas J. Folliard, a director, sold 37,000 shares at $134.04, reducing his holdings from 45,230 to 8,230 shares—a substantial 81.8% reduction in his position. The stock currently trades at $135.09, only 0.78% above the transaction price, and remains 4.5% below its 52-week high of $141.42. Folliard's prior sale at PHM on 2024-08-28 delivered 90-day results of +3.4%, indicating the stock rose after that earlier sale; his cross-ticker record shows 1 prior sell with a 0.00% well-timed rate at 90 days, suggesting his past sales have not preceded declines. Against a backdrop of modest fundamentals—annual revenue growth of -3.5%, a P/E of 14.72, and recent quarterly results of $4.4B revenue and $585.8M net income—this substantial stake reduction by a board member warrants attention to any material context around the sale.

VP & Controller O'Meara Brien P. sold 4,000 shares of PHM at $135.51; holds 8,601 shares post-transaction.

O'Meara Brien P., Vice President & Controller of PulteGroup, sold 4,000 shares (31.7% of his pre-transaction holdings of 12,601 shares) at $135.51 per share on 2026-02-06, reducing his position to 8,601 shares. The transaction occurred near the 52-week high of $141.42, with the stock up 15.2% over the prior 30 days and 12.8% over 90 days. PulteGroup's fundamentals show annual revenue decline of 3.5% year-over-year, though the company generated $585.8M in net income on $4.4B in latest quarterly revenue, with a P/E of 14.72. The sale size and the executive's ongoing substantial retention (8,601 shares remaining) suggest a partial liquidation rather than a complete exit, warranting investor attention given the company's revenue headwinds.

PHM COO Koart sells 15,309 shares for $2.1M at $135.79; 26.5% reduction in holdings post-transaction.

Matthew William Koart, Exec. VP & COO, sold 15,309 shares of PulteGroup at $135.79 on 2026-02-06, reducing his holdings by 26.5% (from 57,727 to 42,418 shares). The transaction closed at $135.79, while current price stands at $135.09, placing the sale near recent valuations with stock up 15.2% over 30 days and 12.8% over 90 days. Given the substantial reduction in the executive's stake and the stock's recent upward momentum, the sale merits observation to determine whether it reflects portfolio management or signals a change in conviction about near-term prospects.

PulteGroup CEO Marshall Ryan sold 111.2K shares at $133.86 for $14.9M, reducing stake to 655.6K

Marshall Ryan, Chief Executive Officer and President of PulteGroup Inc., executed an open-market sale of 111,250 shares at $133.86 on February 5, 2026, reducing his holdings by 14.5% from 766,892 to 655,642 shares. The sale proceeds totaled $14,892,036.25. Reviewing his cross-ticker track record, his prior sells posted an average 90-day return of +29.2%, indicating that past sales were poorly timed relative to subsequent stock appreciation. At PulteGroup specifically, his one prior sell on 2023-04-27 also delivered a 90-day return of +29.2%, meaning the stock rose meaningfully after that transaction. The current stock price of $135.09 sits near the 52-week range and approximately 1.2% above the transaction price, within a 12-month context where the business reported -3.5% annual revenue decline and a market valuation near $26.0B. The sale warrants observation given the CEO's pattern of selling ahead of periods when the stock subsequently performed well.

Exec VP O'Shaughnessy sells 21,927 PHM shares at $128.03; retains 64,264 shares as stock gains 17.8% in 30 days

O'Shaughnessy sold 21,927 shares (approximately 25.4% of his pre-transaction holdings) at $128.03 on 2025-08-14, reducing his stake from 86,191 to 64,264 shares for total proceeds of $2,807,248.03. The sale occurs in an elevated price environment: the stock has risen 17.8% over the prior 30 days and 23.2% over 90 days, though it remains 13.6% below its 52-week high of $149.04. His same-ticker trading history at PHM shows mixed timing results: of 3 prior sells, only 1 was followed by a 90-day decline (the 2024-08-23 sale with a -5.0% 90-day return), while the other two were followed by gains. PHM's fundamentals remain solid—$4.4B quarterly revenue, $608.5M net income, 11.7% annual growth, and a low 9.26 P/E—providing no obvious distress signal to explain a material sale.

EVP/Gen Counsel Sheldon Todd N sold 15,191 shares of PHM at $106.50 for $1.6M; stock down 28.4% from 52-week high.

Sheldon Todd N, EVP and General Counsel, sold 15,191 shares (15.2K shares) at $106.50, reducing his holdings by 16.9% to 74,758 shares (74.8K shares). The transaction occurred when PHM is trading 28.4% below its 52-week high of $149.04 and down 5.2% over the past 30 days and 17.2% over 90 days. PulteGroup's fundamentals remain solid with $4.5B in quarterly revenue, 11.7% annual growth, and a tight P/E of 6.42, suggesting the stock is not distressed. The sale represents a material reduction in an executive's direct holdings but does not signal operational distress given the company's strong earnings ($697.9M net income) and reasonable valuation metrics.

Director Thomas J. Folliard sold 19,000 PHM shares at $131.14; holds 45,230 shares post-sale

Director Thomas J. Folliard sold 19,000 shares of PulteGroup at $131.14 on 2024-08-28, reducing his holding by 29.6% to 45,230 shares and generating $2,491,684.70 in proceeds. The sale occurred near the stock's 52-week high of $135.13, with the current price at $130.13 reflecting a modest -3.7% pullback from that peak. PulteGroup trades at a P/E of 9.57 on $809.1M quarterly net income against $4.6B in quarterly revenue, with flat annual revenue growth (-1.0%), which does not suggest material operational distress. The director maintains a substantial post-sale position of 45,230 shares, indicating retained significant exposure to the company.