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.
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
15,278 shares gifted
Gift
2 txns
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)
- F1. Securities reported as beneficially owned within the Blair Charitable Foundation have been voluntarily disclosed and not subject to Section 16 requirements.
Key Figures
Shares gifted by Bryce Blair 2007 Revocable Trust: 7,639 shares
Trust holdings after gift: 126,732.648 shares
Shares received by Blair Charitable Foundation: 7,639 shares
+3 more
6 metrics
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
Key Terms
bona fide gift, Section 16 requirements, indirect ownership, Rule 10b5-1
4 terms
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.