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Lennar Corp (NYSE: LEN) director granted 17 deferred stock units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Lennar Corp director Jeffrey Sonnenfeld reported an automatic grant of 17 deferred stock units tied to Class A Common Stock, valued using the $84.27 closing share price on the July 10, 2026 record date. The units are dividend equivalents under the outside directors' compensation program and convert into Class A shares only after he leaves the board. Following these updates, he holds 27,846 Class A shares and 591 Class B shares directly.

Positive

  • None.

Negative

  • None.
Insider SONNENFELD JEFFREY
Role Director
Type Security Shares Price Value
Grant/Award Class A Common Stock 17 $84.27 $1K
holding Class B Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 27,846 shares (Direct); Class B Common Stock — 591 shares (Direct)
Footnotes (1)
  1. Represents deferred stock units ("DSUs") issued in respect of the Reporting Person's deferred quarterly cash director's fee (the "Director's Fee DSUs") and DSUs issued in respect of the Reporting Person's unvested annual DSU grant (the "Annual Grant DSUs") (including dividend equivalents in respect of both the Director's Fee DSUs and Annual Grant DSUs), each as a result of the dividend on the Issuer's common stock with a record date of July 10, 2026, in accordance with the Issuer's outside directors' compensation program. The Director's Fee DSUs are fully vested and the Annual Grant DSUs will vest at the same time as the annual DSU grant to which they relate, but neither will convert into shares of Class A Common Stock until the Reporting Person ceases to be a member of the Board of Directors. Fractional amounts have been rounded down to the nearest whole number. Represents the closing price per share of Issuer's common stock as of the record date.
Deferred stock units granted 17 shares Automatic DSU grant from dividend equivalents on director compensation as of record date July 10, 2026
Reference share price $84.27 per share Closing price per share of Lennar common stock on the July 10, 2026 record date used for the DSU grant
Class A Common Stock holdings 27,846 shares Total Class A shares held directly by Jeffrey Sonnenfeld after the reported transactions
Class B Common Stock holdings 591 shares Total Class B shares held directly after the reported holdings entry
deferred stock units ("DSUs") financial
"Represents deferred stock units ("DSUs") issued in respect of the Reporting Person's deferred"
dividend equivalents financial
"including dividend equivalents in respect of both the Director's Fee DSUs and Annual Grant DSUs"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
outside directors' compensation program financial
"in accordance with the Issuer's outside directors' compensation program"
record date financial
"dividend on the Issuer's common stock with a record date of July 10, 2026"
The record date is the specific day when a company determines which shareholders are eligible to receive a dividend or participate in an upcoming vote. It’s like a cutoff date; if you own the stock on that day, you get the benefits or voting rights. This date matters because it decides who qualifies for certain company benefits.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider equity award did Lennar (LEN) director Jeffrey Sonnenfeld report?

Jeffrey Sonnenfeld reported an automatic grant of 17 deferred stock units tied to Lennar Class A Common Stock. The units arose as dividend equivalents on his director fee and annual DSU awards, using the $84.27 closing share price on the July 10, 2026 record date.

How do the reported deferred stock units for Lennar (LEN) work?

The award consists of deferred stock units (DSUs). Director’s Fee DSUs are fully vested, while Annual Grant DSUs vest with the related annual grant. Neither type converts into Class A Common Stock until Jeffrey Sonnenfeld ceases to be a member of Lennar’s board.

What are Jeffrey Sonnenfeld’s Lennar (LEN) share holdings after this Form 4?

After the reported award and holdings update, Jeffrey Sonnenfeld directly owns 27,846 shares of Class A Common Stock and 591 shares of Class B Common Stock. These figures reflect his position following the July 10, 2026 deferred stock unit dividend equivalents.

Was this Lennar (LEN) Form 4 an open-market stock purchase or sale?

No open-market trade occurred; the filing shows a code A grant, described as a grant, award, or other acquisition. The 17 deferred stock units were issued as dividend-equivalent compensation, rather than shares being bought or sold in the market.

What triggered the new deferred stock units for Lennar (LEN) director Jeffrey Sonnenfeld?

The 17 deferred stock units were issued as dividend equivalents on existing director fee and annual DSU awards. They resulted from a dividend on Lennar’s common stock with a July 10, 2026 record date, under the company’s outside directors’ compensation program.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
SONNENFELD JEFFREY

(Last)(First)(Middle)
5505 WATERFORD DISTRICT DRIVE

(Street)
MIAMI FLORIDA 33126

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
LENNAR CORP /NEW/ [ LEN, LEN.B ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/10/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock07/10/2026A17(1)A$84.27(2)27,846D
Class B Common Stock591D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents deferred stock units ("DSUs") issued in respect of the Reporting Person's deferred quarterly cash director's fee (the "Director's Fee DSUs") and DSUs issued in respect of the Reporting Person's unvested annual DSU grant (the "Annual Grant DSUs") (including dividend equivalents in respect of both the Director's Fee DSUs and Annual Grant DSUs), each as a result of the dividend on the Issuer's common stock with a record date of July 10, 2026, in accordance with the Issuer's outside directors' compensation program. The Director's Fee DSUs are fully vested and the Annual Grant DSUs will vest at the same time as the annual DSU grant to which they relate, but neither will convert into shares of Class A Common Stock until the Reporting Person ceases to be a member of the Board of Directors. Fractional amounts have been rounded down to the nearest whole number.
2. Represents the closing price per share of Issuer's common stock as of the record date.
/s/ Mark Liberman as attorney-in-fact for Jeffrey Sonnenfeld07/14/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)