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Lennar SEC Filings

LEN NYSE

Welcome to our dedicated page for Lennar SEC filings (Ticker: LEN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Locating land option obligations, backlog shifts, and executive stock sales across Lennar’s sprawling disclosures is a time-consuming challenge for investors following the housing cycle. Each Lennar insider trading Form 4 transactions notice, every Lennar quarterly earnings report 10-Q filing, and the 300-page annual report all hide critical clues about lot supply, margin pressure, and cash flow.

Our platform solves that problem. Stock Titan’s AI parses each document the instant it posts to EDGAR, turning dense text into clear highlights. Need Lennar Form 4 insider transactions real-time? You’ll get alerts within seconds. Want Lennar SEC filings explained simply so you can gauge land-light strategy effectiveness? Our summaries surface segment margins, option deposits, and order trends in plain English. From Lennar earnings report filing analysis to understanding Lennar SEC documents with AI, the heavy lifting is done for you.

Explore every filing type in one place:

  • 10-K: Lennar annual report 10-K simplified—see backlog by division, inventory valuation, and impairment tests.
  • 10-Q: Compare quarter-over-quarter starts and closings in seconds.
  • 8-K: Lennar 8-K material events explained, from hurricane impacts to joint-venture restructurings.
  • DEF 14A: Lennar proxy statement executive compensation with payout triggers tied to ROE and return on assets.
  • Forms 3, 4, 5: Track Lennar executive stock transactions Form 4 and spot buying before new community launches.

With real-time updates, AI-powered summaries, and expert context, you can move from raw filings to actionable insight—faster than the next housing start report.

Rhea-AI Summary

Katherine Lee Martin, Chief Legal Officer and Secretary of LENNAR CORP /NEW/ (LEN), reported a withholding of 3,019 Class A common shares on 10/02/2025 to satisfy tax withholding obligations related to restricted stock that vested. The transaction price is reported as $128.33 per share and the filing shows 42,200 Class A shares beneficially owned by Ms. Martin following the withholding. The Form 4 was signed by an attorney-in-fact on 10/03/2025.

This filing states the shares were withheld by the issuer specifically to pay taxes on restricted stock originally granted on 09/02/2025, indicating the disposal was not an open-market sale but a routine tax-related retention by the company.

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Rhea-AI Summary

Form 144 notice for Lennar Corporation (LEN) indicates a proposed sale of 24,991 shares of Class A common stock acquired as restricted stock awards on 09/02/2025 as compensation. The broker listed is Goldman Sachs & Co. LLC and the sale is planned for 09/26/2025 on the NYSE. The filing records an aggregate market value of $3,149,865.64 for the shares and shows 227,601,639 shares outstanding. The filer reports no sales of issuer securities in the past three months and affirms no undisclosed material adverse information.

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Rhea-AI Summary

Katherine Lee Martin, Chief Legal Officer/Secretary of Lennar Corporation (LEN), was granted a total of 45,219 shares of Class A common stock on 09/02/2025. The grants are split into three awards: 30,147 shares vesting in four installments (Oct 2, 2025; Feb 14, 2026; Feb 14, 2027; Feb 14, 2028), 7,536 shares vesting in three installments (Feb 14, 2026; Feb 14, 2027; Feb 14, 2028), and 7,536 shares subject to three-year performance-based vesting. All awards are subject to forfeiture under their terms.

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Rhea-AI Summary

Katherine Lee Martin, identified as Chief Legal Officer/Secretary and an officer of Lennar Corp (LEN), filed an Initial Form 3 reporting the event date 09/02/2025. The filing states no securities are beneficially owned by the reporting person at the time of the statement. The form was signed by an attorney-in-fact on 09/04/2025 and includes Exhibit 24.1 (Power of Attorney).

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Rhea-AI Summary

Lennar director Teri P. McClure received 131 Class A common shares as outside-director compensation on 08/29/2025, issued based on the last reported sale price of $133.14 per share on that date. After the issuance, Ms. McClure beneficially owned 29,526 Class A shares and 275 Class B shares. The newly issued Class A shares are subject to transfer restrictions and are not transferable until August 31, 2028, except for specified exceptions. The Form 4 was signed by an attorney-in-fact on behalf of Ms. McClure on 09/02/2025.

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Dacona Smith, a director of Lennar Corporation (LEN), received 131 shares of Class A common stock as outside director compensation. The shares were issued based on the issuer's last reported sale price of $133.14 per share on the transaction date. The grant increased the reporting person's beneficial ownership to 3,805 shares and was issued at no cash cost to the reporting person.

The issued shares are subject to transfer restrictions until August 31, 2028, except for specified exceptions, and were reported on a Form 4 indicating a routine director compensation award rather than an open-market trade.

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Serena Wolfe, a director of Lennar Corporation (LEN), acquired 131 shares of Class A common stock on 08/29/2025 as part of the company outside directors' compensation program. The shares were issued based on a reference price of $133.14 per share and are subject to transfer restrictions until 08/31/2028 except for specified exceptions. After the grant, Ms. Wolfe directly beneficially owns 3,875 Class A shares.

This filing reports a routine non-cash equity award to a director under the issuer compensation program; the grant was recorded with a transaction code indicating acquisition with a reported price of $0.00 and explanatory disclosure of the reference price used for grant valuation.

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Amy Banse, a director of Lennar Corporation (LEN), was issued 131 Class A common shares as outside director compensation on 08/29/2025 based on a $133.14 per-share valuation. The shares were issued at no cash price to the reporting person and are subject to transfer restrictions until 08/31/2028 except for specified exceptions. After the issuance, Ms. Banse beneficially owned 14,710 Class A shares directly and 165 Class A shares indirectly through a trust for her child, of which she is trustee. The Form 4 was signed by Diane Bessette as attorney-in-fact on 09/02/2025.

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Lennar Corp. (LEN) filed an 8-K announcing senior leadership changes. COO Fred Rothman, a 19-year veteran and COO since 2019, will retire effective 2 Sep 2025. Vice President, General Counsel & Secretary Mark Sustana will also retire on that date.

Sustana signed a two-year consulting agreement starting 3 Sep 2025 at $110,000 per month, dropping to $50,000 per month if the term is extended. The agreement includes standard non-compete, confidentiality and indemnification clauses and is provided as Exhibit 10.1.

Katherine Lee Martin, formerly EVP & General Counsel of Hertz Global Holdings and previously a senior litigator at X Corp./Twitter and the U.S. DOJ, will become Chief Legal Officer & Corporate Secretary on 2 Sep 2025. No successor for the COO role, financial metrics or strategic guidance were disclosed. A related press release is furnished as Exhibit 99.1.

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FAQ

What is the current stock price of Lennar (LEN)?

The current stock price of Lennar (LEN) is $122.14 as of October 7, 2025.

What is the market cap of Lennar (LEN)?

The market cap of Lennar (LEN) is approximately 32.2B.
Lennar

NYSE:LEN

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LEN Stock Data

32.23B
225.45M
5.06%
97.5%
4.46%
Residential Construction
General Bldg Contractors - Residential Bldgs
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United States
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