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Lennar (NYSE: LEN) director awarded new deferred stock units from dividend equivalents

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

Rhea-AI Filing Summary

OLIVERA ARMANDO J reported acquisition or exercise transactions in this Form 4 filing.

Lennar Corp. director Armando J. Olivera was granted 19 deferred stock units tied to Class A common stock as dividend equivalents on his director compensation, using a closing share price of $84.27 on the dividend record date. After this award, he holds 22,812 deferred stock units and 142 shares of Class B common stock, all directly.

Positive

  • None.

Negative

  • None.
Insider OLIVERA ARMANDO J
Role Director
Type Security Shares Price Value
Grant/Award Class A Common Stock 19 $84.27 $2K
holding Class B Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 22,812 shares (Direct); Class B Common Stock — 142 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 19.0000 units Grant/award acquisition of deferred stock units tied to Class A common stock
Reference share price $84.2700 per share Closing price per share on the dividend record date used for the DSU grant
Deferred stock units after grant 22812.0000 units Total deferred stock units tied to Class A common stock following the transaction
Class B common stock holdings 142.0000 shares Direct Class B Common Stock position reported as of July 10, 2026
deferred stock units financial
"Represents deferred stock units ("DSUs") issued in respect of the Reporting Person's"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
dividend equivalents financial
"including dividend equivalents in respect of both the Director's Fee DSUs and Annual"
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
"as a result of the dividend on the Issuer's common stock with a record date of"
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.
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FAQ

What insider transaction did Lennar (LEN) report for Armando J. Olivera?

Lennar reported that director Armando J. Olivera received 19 deferred stock units tied to Class A common stock as a grant based on dividend equivalents. These units reference a closing share price of $84.27 on the dividend record date and increase his deferred holdings.

At what price were Armando J. Olivera’s new Lennar (LEN) units valued?

The 19 deferred stock units granted to Armando J. Olivera were valued using a $84.27 closing price per share. This price reflects Lennar’s common stock closing value on the dividend record date of July 10, 2026, as described in the footnotes.

How many Lennar (LEN) deferred stock units does Armando J. Olivera hold after this grant?

Following the latest grant, Armando J. Olivera holds 22,812 deferred stock units tied to Class A common stock. These include units from director fee deferrals and an annual grant, plus related dividend equivalents, and will convert into shares when he leaves the Board of Directors.

What other Lennar (LEN) equity does Armando J. Olivera hold besides deferred stock units?

In addition to deferred stock units, Armando J. Olivera directly holds 142 shares of Lennar Class B common stock. This Class B position is reported as a holding entry, with no new Class B transaction amount disclosed in this Form 4 beyond the updated total.

When will Armando J. Olivera’s Lennar (LEN) deferred stock units convert into Class A shares?

The footnotes state that Olivera’s deferred stock units will not convert into Class A Common Stock until he ceases to be a member of Lennar’s Board of Directors. Director’s fee units are fully vested, while annual grant units vest with the related annual DSU grant.
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*
OLIVERA ARMANDO J

(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 Stock07/10/2026A19(1)A$84.27(2)22,812D
Class B Common Stock142D
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 Armando J. Olivera07/14/2026
** 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)