STOCK TITAN

Lennar (NYSE: LEN) CEO Stuart Miller gifts 2,000 Class A shares

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

Rhea-AI Filing Summary

Lennar Corp executive chairman, CEO and president Stuart A. Miller reported a charitable-style move in company stock. He made a bona fide gift of 2,000 shares of Class A common stock, with no sale proceeds, and still directly holds 1,465,966 Class A shares afterward.

He also directly holds 121,322 Class B shares and reports significant indirect holdings through various trusts, including 21,619,137 Class B shares held by a family trust and Class A shares held by ESOP and GRAT vehicles. A footnote notes that 318,104 Class A shares previously in GRAT 3 were distributed to him on May 13, 2026 and are now owned directly.

Positive

  • None.

Negative

  • None.
Insider MILLER STUART A
Role Exec. Chairman, CEO, President
Type Security Shares Price Value
Gift Class A Common Stock 2,000 $0.00 --
holding Class B Common Stock -- -- --
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
holding Class A Common Stock -- -- --
holding Class B Common Stock -- -- --
holding Class B Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 1,465,966 shares (Direct, null); Class B Common Stock — 121,322 shares (Direct, null); Class A Common Stock — 105,629 shares (Indirect, By GRAT 2); Class B Common Stock — 2,612 shares (Indirect, By ESOP Trust)
Footnotes (1)
  1. Includes 318,104 shares previously held through GRAT 3, which were distributed to the reporting person on May 13, 2026 and are now owned directly. These shares are held by a Grantor Retained Annuity Trust ("GRAT 2") of which Mr. Miller is the sole beneficiary and sole annuitant, as well as the trustee. Mr. Miller continues to report beneficial ownership of all of the Lennar Class A common stock held by GRAT 2 but disclaims beneficial ownership except to the extent of his pecuniary interest therein. These shares are held by a Grantor Retained Annuity Trust ("GRAT 3") of which Mr. Miller is the sole annuitant, as well as the trustee. Mr. Miller continues to report beneficial ownership of all of the Lennar Class A common stock held by GRAT 3 but disclaims beneficial ownership except to the extent of his pecuniary interest therein. Mr. Miller has sole voting and investment power with respect to these shares, even though he has only limited pecuniary interest in these shares. Mr. Miller disclaims beneficial ownership of these shares except to the extent of such pecuniary interest. Represents the number of shares indirectly held by the Reporting Person, as reflected in the Reporting Person's Employee Stock Ownership Plan ("ESOP") account on April 30, 2026.
Gifted Class A shares 2,000 shares Bona fide gift, transaction code G
Direct Class A holdings after gift 1,465,966 shares Class A common stock, direct ownership
Direct Class B holdings 121,322 shares Class B common stock, direct ownership
Family Trust Class B holdings 21,619,137 shares Class B common stock, by Family Trust
GRAT 3 Class A holdings 181,896 shares Class A common stock, by GRAT 3
GRAT 2 Class A holdings 105,629 shares Class A common stock, by GRAT 2
ESOP Class A holdings 20,692 shares Class A common stock, by ESOP Trust
ESOP Class B holdings 2,612 shares Class B common stock, by ESOP Trust
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Grantor Retained Annuity Trust financial
"These shares are held by a Grantor Retained Annuity Trust ("GRAT 2")"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
GRAT 3 financial
"These shares are held by a Grantor Retained Annuity Trust ("GRAT 3")"
Employee Stock Ownership Plan financial
"Employee Stock Ownership Plan ("ESOP") account on April 30, 2026."
An employee stock ownership plan (ESOP) is a company-run program that gives workers ownership stakes by allocating or letting them buy company shares, often through a retirement-style account. For investors, ESOPs matter because they align employees’ incentives with company performance—like turning staff into shareholders—which can boost productivity and long-term value but may also concentrate employee retirement savings in company stock, affecting financial risk and share demand.
pecuniary interest financial
"disclaims beneficial ownership except to the extent of his pecuniary interest"
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*
MILLER STUART A

(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)
XDirectorX10% Owner
XOfficer (give title below)Other (specify below)
Exec. Chairman, CEO, President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/11/2026
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 Stock05/11/2026G2,000D$0.001,465,966(1)D
Class B Common Stock121,322D
Class A Common Stock105,629IBy GRAT 2(2)
Class A Common Stock181,896IBy GRAT 3(3)
Class A Common Stock14,476IBy Trust(4)
Class A Common Stock20,692IBy ESOP Trust(5)
Class B Common Stock2,612IBy ESOP Trust(5)
Class B Common Stock21,619,137IBy Family Trust(4)
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. Includes 318,104 shares previously held through GRAT 3, which were distributed to the reporting person on May 13, 2026 and are now owned directly.
2. These shares are held by a Grantor Retained Annuity Trust ("GRAT 2") of which Mr. Miller is the sole beneficiary and sole annuitant, as well as the trustee. Mr. Miller continues to report beneficial ownership of all of the Lennar Class A common stock held by GRAT 2 but disclaims beneficial ownership except to the extent of his pecuniary interest therein.
3. These shares are held by a Grantor Retained Annuity Trust ("GRAT 3") of which Mr. Miller is the sole annuitant, as well as the trustee. Mr. Miller continues to report beneficial ownership of all of the Lennar Class A common stock held by GRAT 3 but disclaims beneficial ownership except to the extent of his pecuniary interest therein.
4. Mr. Miller has sole voting and investment power with respect to these shares, even though he has only limited pecuniary interest in these shares. Mr. Miller disclaims beneficial ownership of these shares except to the extent of such pecuniary interest.
5. Represents the number of shares indirectly held by the Reporting Person, as reflected in the Reporting Person's Employee Stock Ownership Plan ("ESOP") account on April 30, 2026.
/s/ Mark Liberman as attorney-in-fact for Stuart A. Miller05/13/2026
** 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)

FAQ

What insider transaction did Lennar (LEN) report for Stuart A. Miller?

Lennar reported that Stuart A. Miller made a bona fide gift of 2,000 shares of Class A common stock. This is a non-market transfer with no sale proceeds, classified as a gift disposition on the Form 4.

How many Lennar Class A shares does Stuart A. Miller hold directly after this Form 4?

After the reported gift, Stuart A. Miller directly holds 1,465,966 shares of Lennar Class A common stock. This figure reflects his direct ownership position following the 2,000-share gift disclosed in the filing.

What are Stuart A. Miller’s direct Class B holdings in Lennar (LEN) after the filing?

The Form 4 shows Stuart A. Miller directly holds 121,322 shares of Lennar Class B common stock. These Class B shares are separate from his Class A holdings and are listed as direct ownership in the report.

What significant indirect Lennar holdings are reported for Stuart A. Miller?

The filing lists large indirect holdings, including 21,619,137 Class B shares held by a family trust and additional Class A shares held via ESOP and Grantor Retained Annuity Trusts (GRAT 2 and GRAT 3), where Miller reports beneficial ownership subject to pecuniary interest.

What does the Form 4 say about Lennar shares held in the ESOP for Stuart A. Miller?

A footnote states the Form 4 amount represents shares indirectly held through the Employee Stock Ownership Plan (ESOP) as reflected in Miller’s ESOP account on April 30, 2026, indicating plan-based indirect ownership rather than open-market transactions.

What change occurred to shares held in GRAT 3 for Stuart A. Miller at Lennar?

A footnote explains that 318,104 Lennar Class A shares previously held in GRAT 3 were distributed to Stuart A. Miller on May 13, 2026 and are now owned directly, shifting those shares from trust-held to direct ownership.