STOCK TITAN

PulteGroup (PHM) COO surrenders 6,861 shares for tax withholding

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

Rhea-AI Filing Summary

PulteGroup executive Matthew William Koart reported a routine tax-withholding share disposition. On common stock that had recently vested, 6,861 shares were surrendered to PulteGroup to cover tax obligations at an indicated value of $111.77 per share.

After this withholding-related transfer, Koart directly holds 35,557 shares of PulteGroup common stock. This transaction was coded as a tax-withholding disposition rather than an open-market sale, reflecting a compensation-related event instead of a discretionary trade.

Positive

  • None.

Negative

  • None.
Insider Koart Matthew William
Role Exec. VP & COO
Type Security Shares Price Value
Tax Withholding Common Stock 6,861 $111.77 $767K
Holdings After Transaction: Common Stock — 35,557 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares surrendered for taxes 6,861 shares Tax-withholding disposition of common stock
Indicated share value $111.77 per share Value used for tax-withholding disposition
Shares held after transaction 35,557 shares Direct PulteGroup common stock holdings post-transaction
tax-withholding disposition financial
"transaction_action is described as a "tax-withholding disposition" for this event"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Form 4 regulatory
"INSIDER FILING DATA (Form 4) details Koart Matthew William’s transaction"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Exec. VP & COO financial
"Koart Matthew William is listed with officer_title "Exec. VP & COO""
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*
Koart Matthew William

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Exec. VP & COO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/18/2026
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 Stock05/18/2026F6,861(1)D$111.7735,557D
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. These shares were surrendered to issuer to cover tax obligations on common shares on which the restrictions have lapsed.
Remarks:
/s/ Graham B. Overton, Attorney-in-Fact05/19/2026
** 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 PulteGroup (PHM) report for Matthew Koart?

PulteGroup executive Matthew William Koart reported a tax-withholding share disposition. He surrendered 6,861 common shares back to the company to cover tax obligations on recently vested stock, rather than selling shares in the open market.

Was the PulteGroup (PHM) insider transaction an open-market sale?

No, the transaction was not an open-market sale. The Form 4 shows a tax-withholding disposition coded "F," meaning 6,861 shares were surrendered to the issuer solely to satisfy tax obligations arising from vested restricted stock.

How many PulteGroup (PHM) shares did Matthew Koart surrender for taxes?

Matthew Koart surrendered 6,861 shares of PulteGroup common stock. These shares were delivered back to the company to satisfy tax liabilities on vested stock, based on an indicated value of $111.77 per share in the Form 4 filing.

How many PulteGroup (PHM) shares does Matthew Koart hold after this filing?

After the tax-withholding disposition, Matthew Koart directly holds 35,557 PulteGroup common shares. This post-transaction balance reflects his remaining equity stake following the surrender of 6,861 shares to cover related tax obligations.

What does transaction code "F" mean in the PulteGroup (PHM) Form 4?

Transaction code "F" indicates a tax-withholding disposition. In this case, 6,861 PulteGroup shares were surrendered to the issuer to pay taxes on common shares whose restrictions had lapsed, rather than being voluntarily sold in the market.