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PulteGroup director gifts 15,278 PHM shares

Director Bryce Blair moved PHM shares via trust and charitable foundation gifts, with no cash consideration and voluntary disclosure of foundation holdings.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

PULTEGROUP INC (PHM) director Bryce Blair reported indirect transfers of PulteGroup common stock on July 30, 2026. The Bryce Blair 2007 Revocable Trust made a bona fide gift of 7,639 shares, leaving 126,732.648 shares held indirectly, while the Blair Charitable Foundation received 7,639 shares and now holds 16,800.144 shares; its holdings are voluntarily disclosed and not subject to Section 16 requirements. No Rule 10b5-1 trading plan is reported.

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Insider BLAIR BRYCE
Role Director
Type Security Shares Price Value
Gift Common Stock 7,639 $0.00 $0.00
Gift Common Stock F1 7,639 $0.00 $0.00
Holdings After Transaction: Common Stock — 126,732.648 shares (Indirect, Bryce Blair 2007 Revocable Trust); Common Stock — 16,800.144 shares (Indirect, Blair Charitable Foundation)
Footnotes (1)
  1. F1. Securities reported as beneficially owned within the Blair Charitable Foundation have been voluntarily disclosed and not subject to Section 16 requirements.
Shares gifted by Bryce Blair 2007 Revocable Trust 7,639 shares Bona fide gift of PulteGroup common stock on July 30, 2026
Trust holdings after gift 126,732.648 shares Indirect holdings of Bryce Blair 2007 Revocable Trust following the July 30, 2026 gift
Shares received by Blair Charitable Foundation 7,639 shares Bona fide gift reported as acquired on July 30, 2026
Blair Charitable Foundation holdings after gift 16,800.144 shares Indirect PulteGroup holdings reported for the Blair Charitable Foundation
Total shares involved in reported gifts 15,278 shares Sum of both bona fide gift transactions on July 30, 2026
Transaction price per share $0.00 per share Both transactions coded as bona fide gifts of common stock
bona fide gift regulatory
"Each transaction is described with the code G and "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.
Section 16 requirements regulatory
"Holdings in the Blair Charitable Foundation are not subject to Section 16 requirements"
indirect ownership financial
"Both entries are reported with ownership type marked as indirect"
Rule 10b5-1 regulatory
"The filing indicates the Rule 10b5-1 checkbox is not selected"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

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

What PHM stock transactions did director Bryce Blair report on this Form 4?

Director Bryce Blair reported two bona fide gifts of PulteGroup common stock on July 30, 2026: one from the Bryce Blair 2007 Revocable Trust and one involving the Blair Charitable Foundation, both reported as indirect ownership transactions.

How many PHM shares were transferred in Bryce Blair’s July 30, 2026 gifts?

Each transaction involved 7,639 shares of PulteGroup common stock, for a total of 15,278 shares reported as gifted. The Form 4 lists both entries with a $0.00 per-share price, consistent with a bona fide gift.

What are Bryce Blair’s indirect PHM holdings after these transactions?

After the transactions, the Bryce Blair 2007 Revocable Trust holds 126,732.648 shares of PulteGroup common stock indirectly, and the Blair Charitable Foundation holds 16,800.144 shares, as reported in the filing.

Were Bryce Blair’s PHM transactions under a Rule 10b5-1 trading plan?

No. The Form 4 indicates that the Rule 10b5-1 checkbox is not checked, and there is no footnote indicating a Rule 10b5-1 trading plan. The timing of these bona fide gifts is therefore not described as pre-arranged under such a plan.

How are the Blair Charitable Foundation’s PHM holdings treated under Section 16?

A footnote states that PulteGroup securities beneficially owned within the Blair Charitable Foundation are voluntarily disclosed and not subject to Section 16 requirements. The foundation’s 16,800.144 shares are thus reported on a voluntary basis.

What type of ownership does Bryce Blair report for these PHM shares?

Both entries are reported as indirect ownership ("I"). One is held through the Bryce Blair 2007 Revocable Trust, and the other through the Blair Charitable Foundation, as specified in the nature of ownership field and related footnote.

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

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Learn about SEC filing dates
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*
BLAIR BRYCE

(Last)(First)(Middle)
3350 PEACHTREE ROAD NE, SUITE 1500

(Street)
ATLANTA GEORGIA 30326

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
PULTEGROUP INC/MI/ [ PHM ]
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)
07/30/2026
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
Common Stock07/30/2026G7,639D$0126,732.648IBryce Blair 2007 Revocable Trust
Common Stock07/30/2026GV7,639A$016,800.144IBlair Charitable Foundation(1)
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. Securities reported as beneficially owned within the Blair Charitable Foundation have been voluntarily disclosed and not subject to Section 16 requirements.
Remarks:
/s/ Graham B. Overton, Attorney-in-Fact09/11/2026
** 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)

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