OShaughnessy Robert

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.

CFO Robert OShaughnessy sells 71,007 shares of PHM at $134.83 for $9.6M, reducing stake by 44.3% to 89,323 shares post-transaction.

Robert OShaughnessy, Executive Vice President and CFO of PulteGroup, executed a substantial sale of 71,007 shares on 2024-08-23 at $134.83, representing a 44.3% reduction in his direct holdings from 160,330 shares to 89,323 shares. The sale occurred near the stock's 52-week high of $135.13, just 30 basis points below peak, and the stock has risen 16.9% over 90 days preceding the transaction. Examination of his prior PHM trades reveals limited timing success: his 2023-04-28 sale at PHM generated a +25.0% 90-day return (stock rose after the sale, indicating poor timing), and his 2024-08-01 sale outcome remains unmeasurable. Cross-ticker, his two prior open-market sales averaged a -1.5% 30-day return and +25.0% 90-day return with a 0.00% well-timed rate, indicating his sells have not preceded subsequent declines. The transaction's proximity to the 52-week high and the insider's historical pattern of selling into rallies warrant attention to directional momentum and the company's underlying fundamentals relative to valuation.

CFO Robert OShaughnessy sold 28,993 shares of PHM at $129.29 (Aug 2024); stock now $123.36, post-sale holdings 160,330 shares.

Robert OShaughnessy, Executive VP & CFO, executed a sale of 28,993 shares valued at $3,748,629.64 on 2024-08-01 at $129.29 per share, reducing his stake from 189,323 to 160,330 shares. The transaction occurred near the 52-week high of $133.18, with the stock currently trading at $123.36 (-7.4% from that high), suggesting the sale price was favorable relative to subsequent market action. Notably, his prior sell at PHM on 2023-04-28 was followed by a +25.0% 90-day return—a poorly-timed outcome in which the insider sold before the stock rose significantly. The company's fundamentals show modest headwinds: annual revenue declined -1.0% year-over-year despite a strong recent quarter ($4.6B revenue, $809.1M net income), and the valuation remains compressed at a P/E of 9.07, which may explain insider action at this level.