Meritage Homes CEO reports 7,100-share gift entries

Available on EDGAR 11/13/2026 - 08:31 AM EST Accepted by SEC EDGAR 11/13/2026 - 08:30 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Meritage Homes (MTH) Chief Executive Officer Phillippe Lord reported two gift entries on November 10, 2026, each for 7,100 shares: one disposition described as a charitable gift to a foundation he controls, and one acquisition described as a charitable gift from his indirect holdings. Both were reported at $0 per share.

A footnote states that 253,289 shares are held in a limited partnership he controls and 7,100 shares by a charitable foundation he controls; Lord disclaims beneficial ownership of the foundation shares because he has no pecuniary interest in them. A separate direct holding entry lists 118,613 unvested restricted stock units.

Insider Trade Summary

14,200 shares gifted

Gift 2 txns

Insider Lord Phillippe

Role Chief Executive Officer

Type	Security	Shares	Price	Value
Gift	MTH Common Stock F1	7,100	$0.00	$0.00
Gift	MTH Common Stock F2, F3, F4	7,100	$0.00	$0.00
Holding	MTH Common Shares F5	--	--	--

Holdings After Transaction: MTH Common Stock — 260,389 shares (Indirect, Limited Partnership and Charitable Foundation); MTH Common Shares — 118,613 shares (Direct)

Holdings Before and After: MTH Common Stock, 260,389 to 260,389 shares (Indirect, Limited Partnership and Charitable Foundation)

Footnotes (5)

1. F1. Represents a charitable gift to a charitable foundation controlled by Mr. Lord.
2. F2. Represents a charitable gift from the indirect holdings of Mr. Lord.
3. F3. 253,289 shares are held in a limited partnership controlled by Mr. Lord and 7,100 shares are held by a charitable foundation controlled by Mr. Lord. Mr. Lord disclaims beneficial ownership of the shares held by the charitable foundation as he has no pecuniary interest in such shares
4. F4. Balance reflects all other holdings, including restricted stock units that have previously vested.
5. F5. Balance represents restricted stock units not vested.

Key Figures

Gift disposition: 7,100 shares Gift acquisition: 7,100 shares Reported price: $0 per share +3 more

6 metrics

Gift disposition 7,100 shares Reported November 10, 2026, as a charitable gift to a foundation controlled by Phillippe Lord

Gift acquisition 7,100 shares Reported November 10, 2026, as a charitable gift from Phillippe Lord's indirect holdings

Reported price $0 per share Reported for both gift entries

Limited partnership shares 253,289 shares Held in a limited partnership controlled by Phillippe Lord

Foundation-held shares 7,100 shares Held by a charitable foundation controlled by Phillippe Lord; he disclaims beneficial ownership

Unvested restricted stock units 118,613 Listed in a separate direct holding entry

Key Terms

restricted stock units, beneficial ownership

2 terms

restricted stock units financial

"Balance represents restricted stock units not vested"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

beneficial ownership financial

"Mr. Lord disclaims beneficial ownership of the shares held by the charitable foundation"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What gift transactions did MTH CEO Phillippe Lord report?

Phillippe Lord reported a 7,100-share disposition described as a charitable gift to a foundation he controls and a separate 7,100-share acquisition described as a charitable gift from his indirect holdings, both on November 10, 2026, at $0 per share.

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

Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED 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^*

Lord Phillippe

(Last) (First) (Middle)

18655 NORTH CLARET DRIVE

SUITE 400

(Street)

SCOTTSDALE ARIZONA 85255

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Meritage Homes CORP [ MTH ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Executive Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/10/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
MTH Common Stock	11/10/2026		G		7,100(1)	D	$0	253,289	I	Limited Partnership and Charitable Foundation
MTH Common Stock	11/10/2026		G		7,100(2)	A	$0	260,389(3)(4)	I	Limited Partnership and Charitable Foundation
MTH Common Shares								118,613(5)	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents a charitable gift to a charitable foundation controlled by Mr. Lord.

2. Represents a charitable gift from the indirect holdings of Mr. Lord.

3. 253,289 shares are held in a limited partnership controlled by Mr. Lord and 7,100 shares are held by a charitable foundation controlled by Mr. Lord. Mr. Lord disclaims beneficial ownership of the shares held by the charitable foundation as he has no pecuniary interest in such shares

4. Balance reflects all other holdings, including restricted stock units that have previously vested.

5. Balance represents restricted stock units not vested.

Remarks:

	/s/ Alison Sasser, attorney-in-fact for Phillippe Lord	11/13/2026
	** Signature of Reporting Person	Date
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)