TMHC Taylor Morrison Home Corp Insider Trading

TMHC CEO Palmer Sheryl sold 13,513 shares at $72.06 (Sept 5); stock near 52-week high, 2 of 4 prior sales were well-timed at 90 days

Palmer Sheryl, Chairman, President and CEO, sold 13,513 shares of Taylor Morrison at $72.06 on 2025-09-05, reducing holdings from 384.0K to 370.5K shares. The sale occurred near the 52-week high of $74.80 and the stock has since climbed 10.7% in the past 30 days and 20.4% over 90 days. Historically, the CEO's prior sales at TMHC show mixed timing: 2 of 4 prior measurable sales were well-timed at the 90-day mark, though 1 of 5 was only recently executed on 2025-08-22 with no outcome yet determinable. The TMHC fundamentals remain solid with $2.0B in quarterly revenue and a relatively lean P/E of 7.89, suggesting the sale is not tied to broad operational deterioration.

CEO Palmer Sheryl sold 25,000 TMHC shares at $70.20 for $1.8M; stock now -9.9% from 52-week high.

Palmer Sheryl, Chairman, President and CEO, sold 25,000 shares at $70.20, reducing holdings by 6.1% to 384.0K shares. The sale occurred near the 52-week high (current price $67.38 is -9.9% from the $74.80 peak), though stock has appreciated 10.9% over the prior 30 days and 20.2% over 90 days. Examining his prior trades at TMHC specifically, 3 of 5 preceding sales showed negative 90-day returns (well-timed sells before declines), but this transaction's timing relative to future price action remains an open question. With the company showing strong fundamentals—$2.0B quarterly revenue, 10.1% annual growth, 7.40 P/E, and $193.6M net income—the sale by a senior executive merits monitoring to understand whether this reflects opportunistic liquidity or operational considerations.

TMHC CFO sold 9,754 shares ($636.2K) at $65.22; reduces holdings 40.8% to 14.2K shares post-transaction

CFO Curtis Vanhyfte sold 9,754 shares (40.8% of pre-transaction holdings) at $65.22, reducing his stake from 23,917 to 14,163 shares. His prior two sells at TMHC (March 2024) yielded negative 90-day returns (-0.1% and -1.0%), establishing a pattern of well-timed exits at this ticker. Across his broader trading history, his cross-ticker track record shows a 100.00% well-timed rate on sells, suggesting systematic success in exiting positions ahead of weakness. The stock now trades at $64.96 (down 13.2% from the 52-week high), and the 90-day period following this August 6 transaction will be material in evaluating whether this pattern persists.

Director Lyon sells 24,284 shares at $74.46 avg; retains 2.05M shares post-sale

Director William H. Lyon sold 24,284 shares (9,804 shares at $74.11 and 14,480 shares at $74.69 on 2024-11-25) for a combined $1,808,085.64, reducing his holdings by 1.2%. At the time of sale, the stock was trading near the 52-week high of $74.80, with the blended sale price of $74.46 representing approximately 99% of that peak. His cross-ticker track record shows 20 prior sells with an average 90-day well-timed rate of 47.06%, but his prior 5 TMHC-specific trades show 0 of 2 completed 90-day outcomes were well-timed (mixed near-term results). The sale occurred during a period of stock strength (90-day return +11.1%, 30-day +5.9%), with fundamentals showing negative annual revenue growth of -9.8% and a modest P/E of 9.42, suggesting the insider executed near peak valuation relative to recent price momentum.

Director Lyon sells 66,641 shares for $4,860,387.62 at blended avg $72.93; stock near 52-week high ($73.34).

Director William H Lyon executed 2 separate sales totaling 66,641 shares for $4,860,387.62 between November 8 and 11, 2024, at prices ($72.22 and $74.07) near the stock's 52-week high of $73.34. The sale reduces his holdings by 3.1% but maintains a substantial 2,069,600 share position. His prior 5 same-ticker trades at TMHC show no pattern of well-timed exits—0 of 4 prior sells with measurable 90-day outcomes achieved negative returns (a negative return after a sell signals the insider exited before a decline). With annual revenue declining 9.8% year-over-year and a valuation multiple of 8.93 P/E, the timing of a director sale near recent highs merits attention, though the modest 3.1% reduction and his continued substantial ownership suggest neither capitulation nor loss of confidence.

EVP Darrell sells 95,190 shares for $6.7M across 8 transactions, reducing stake by -46.6%

Sherman Darrell, EVP, CLO & Secretary of Taylor Morrison Home Corp, executed 8 separate sales totaling 95,190 shares for $6,697,529.15 on October 28 and 30, 2024, at a blended average price of $70.36 per share. This sale represents a substantial reduction in his holdings, cutting his position from 204,407 shares to 109,217 shares, a -46.6% decrease. The timing of this large-scale liquidation coincides with elevated stock valuations near the 52-week high ($71.86), with the transaction prices at $70.00–$70.50 positioning the sales very close to peak levels. His prior trades at TMHC (May 2023) showed poor timing on a 90-day basis, with both sales followed by positive returns of +5.7% and +9.0%, indicating he typically sold before further appreciation; the current sale's pattern—executing near all-time highs—does not yet confirm whether this trade will follow that historical pattern, but the execution near peak price warrants investor attention given the company's declining annual revenue growth of -9.8% and elevated valuation relative to fundamentals.

Director William H. Lyon sells 49,928 TMHC shares at $70.25; stock now at $71.86, +14.1% in 30 days

On 2024-09-18, Director William H. Lyon sold 49,928 shares of Taylor Morrison Home Corp (TMHC) at $70.25, reducing his holdings by -2.3% to 2,145,316 shares while realizing $3,507,442.00. The current price of $71.86 suggests the sale occurred near recent strength; the stock has appreciated 14.1% over the prior 30 days and 29.9% over 90 days, putting the transaction price 0.0% below the 52-week high. Lyon's cross-ticker track record shows 20 prior sells with an average 90-day return of +1.7% and a 50.00% well-timed rate, indicating mixed timing discipline historically. At TMHC specifically, his prior four measurable sales at this ticker showed negative 30-day returns, and the one sale with a 90-day outcome (2024-03-28) declined -11.2%, suggesting better timing at this name; however, the most recent four TMHC sales (all in July 2024) remain without measurable outcomes. The company's fundamentals show revenue of $1,991,053,000.00, net income of $199,460,000.00, a P/E of 10.22, and annual revenue decline of -9.8%, presenting a mixed picture for a homebuilder in a higher-rate environment.

Director William H Lyon sold 30,000 shares (1.3% of holdings) at blended $68.24 in two transactions; stock at 52-week high.

William H Lyon, a director at Taylor Morrison, executed two separate sales totaling 30,000 shares for $2,047,116.98 on 2024-07-26 and 2024-07-29 at prices near current levels (blended $68.24 vs current $67.77). The sales occurred while the stock trades at its 52-week high of $67.77, up 22.2% over 30 days and 21.0% over 90 days. Lyon retains 2,195,316 shares post-transaction, indicating the sale reduced his holding by 1.3%. His prior trades at TMHC show a 3 of 3 well-timed pattern at the 90-day mark (3 sales followed by stock declines of -7.6%, -7.2%, and -10.1% respectively), though recent sales on 2024-07-18 and 2024-07-16 lack measurable 30/90-day outcomes. The company faces headwinds: annual revenue contracted 9.8% year-over-year, though current quarter revenue stands at $2.0B with net income of $199.5M, and valuation remains modest at P/E 9.64.

Director Lyon William H sold 30,000 shares of TMHC at $66.31 on 2024-07-18 (4 of 4 prior TMHC sales were well-timed, stock now +18.4% in 30 days)

Director William H Lyon executed a sale of 30,000 shares at $66.31, reducing holdings from 2.26M to 2.23M shares. His prior trade history at TMHC is notable: all 4 prior measurable sales occurred at levels followed by declines—each posted negative 90-day returns ranging from -10.0% to -11.6%, establishing a pattern of well-timed exits at TMHC specifically. Since this July 18 sale, the stock has appreciated 18.4% over the subsequent 30 days, now trading at $65.47 from $55.74 (implied 30 days prior), placing the transaction price $0.57 above where it stands today relative to its 52-week high. The timing of this sale relative to recent TMHC strength (stock up 18.4% in 30 days, 14.7% in 90 days) follows the outsized declines that characterized his four prior TMHC exits; investors should track whether current post-sale price momentum persists or reverts to the pattern his prior trades identified.

Director LYON WILLIAM H sold 30,000 shares of TMHC at $64.33; his prior 5 trades at this ticker were all well-timed (90d decline pattern).

Director LYON WILLIAM H sold 30,000 shares at $64.33 on 2024-07-16, reducing holdings by 1.3% to 2,255,316 shares (2.26M shares), with total proceeds of $1,929,900.00 ($1.9M). His prior 5 trades at TMHC show a striking pattern: all 5 prior sells were well-timed at the 90-day mark, with returns ranging from -11.6% to -10.0% for four of the five trades, indicating the stock declined after each sale. The current transaction occurs with TMHC up 19.1% over 90 days and trading 1.4% below its 52-week high of $65.29, suggesting a potential resistance point. This director's demonstrated ability to execute well-timed exits at TMHC (5 of 5 prior sells) warrants tracking of near-term price action to see whether this transaction repeats the earlier pattern.