TPH Tri Pointe Homes, Inc. Insider Trading

Director GILBERT STEVEN J sold 50,000 shares of TPH at $46.33; 62.2% reduction in holdings.

Director Steven J. Gilbert sold 50,000 shares (50.0K shares) of Tri Pointe Homes on 2026-02-19 at $46.33, reducing his stake from 80,330 shares to 30,330 shares—a 62.2% reduction. The sale occurred at $46.33, while the current price stands at $46.31 with the stock near its 52-week high of $46.37. The transaction generated $2,316,500.00 in proceeds. Given TPH's strong recent performance—30-day change of +34.5% and 90-day change of +41.9%—alongside robust fundamentals including quarterly revenue of $854,729,000.00, net income of $56,144,000.00, and annual revenue growth of +20.9%, this substantial directional reduction in a director's core position warrants investor attention to understand the motivations driving the stake liquidation.

TPH CEO Douglas F. Bauer sold 120,287 shares at $30.15 on 2025-04-28; stock now -35.5% from 52-week high.

CEO Douglas F. Bauer sold 120,287 shares (120.3K shares) at $30.15, reducing his stake by -16.1% to 627,833 shares post-transaction. The sale occurred when TPH was trading -35.5% from its 52-week high of $46.69, with the stock down -5.5% over 30 days and -18.6% over 90 days. Across his open-market history at all tickers, Bauer's prior two sales showed an average 90-day return of +1.0% with a 50.00% well-timed rate; at TPH specifically, his two prior 2024 sales on 2024-05-10 and 2024-05-09 exhibited mixed timing (one 90d result of +2.1%, the other -0.1%). The company's fundamentals remain solid with annual revenue growth of +20.9%, a P/E of 6.45, and $64.0M net income on $740.9M revenue in the latest quarter. The sale's timing relative to recent downward price momentum and valuation levels warrants tracking of subsequent price action and broader sector conditions.

TPH COO Mitchell Mitchell Thomas J. sold 77,384 shares at $39.15 on 2024-12-16 for $3,029,583.60; stock now at $38.18, down 18.2% from 52-week high.

Mitchell Thomas J., President and COO, sold 77,384 shares at $39.15 on 2024-12-16, reducing his holdings by 9.9% to 708,159 shares post-transaction. The stock has declined to $38.18, down 8.6% in 30 days and 14.7% in 90 days since the sale. His cross-ticker track record shows 1 prior sell with an average 90-day return of +4.9%, indicating his prior open-market sales were poorly timed (stock rose after). At TPH specifically, his prior 2024-03-13 sale also preceded a 4.9% 90-day gain, establishing a pattern of selling before appreciation at this ticker. The company faces headwinds: annual revenue declined 14.6% year-over-year, though the P/E of 7.74 reflects a compressed valuation relative to fundamentals of $1.1B quarterly revenue and $111.8M net income.

TPH CFO Keeler sells 24,200 shares ($1.1M) at $46.16; stock now -1.2% from 52-week high. -14.6% annual revenue growth.

Glenn J. Keeler, CFO and CAO, sold 24,200 shares of Tri Pointe Homes at $46.16 on 2024-07-29, reducing his holdings by -14.0% to 149,108 shares. His sole prior sale at this ticker on 2023-06-14 registered a 90-day return of -10.9%, placing it in the well-timed category. The current stock price of $46.03 sits -1.2% from the 52-week high of $46.59, suggesting Keeler sold near peak levels. However, the company faces headwinds: annual revenue growth of -14.6% and a relatively modest P/E of 10.14, indicating the market may already be pricing in housing-sector challenges. The sale's significance lies in its proximity to recent highs amid deteriorating fundamentals, not in material portfolio concentration concerns given his remaining 149.1K-share position.