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Taylor Morrison Home Corp (TMHC) director cashes out 3,287 DSUs in merger

(Moderate)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Taylor Morrison Home Corp director Amanda Whalen reported the disposition of 3,287 Deferred Stock Units in connection with Berkshire Hathaway Inc.’s acquisition of the company. At the merger’s effective time, the DSUs vested, were cancelled, and converted into a cash right equal to 3,287 shares multiplied by $72.50 per share, leaving her with no remaining DSUs or underlying common shares.

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Insider Whalen Amanda
Role Director
Type Security Shares Price Value
Disposition Deferred Stock Units F1 3,287 $72.50 $238K
Holdings After Transaction: Deferred Stock Units — 0 shares (Direct)
Footnotes (1)
  1. F1. Each deferred stock unit ("DSU") represents a contingent right to receive one share of common stock, par value $0.00001 per share, of Taylor Morrison Home Corporation (the "Issuer"). On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired the Issuer pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger, each outstanding DSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares subject to such DSU as of immediately prior to the Effective Time, multiplied by (y) $72.50.
Deferred stock units disposed 3,287 units Cancelled and converted to cash at the merger’s effective time
Cash consideration per share $72.50 per share Amount payable per underlying share for each cancelled DSU
Underlying common shares 3,287 shares Shares referenced by the disposed Deferred Stock Units
Total DSUs after transaction 0 units Director’s remaining Deferred Stock Units following cash settlement
Transaction date July 24, 2026 Date Berkshire Hathaway’s acquisition of Taylor Morrison was effected
Deferred Stock Units financial
"Each deferred stock unit ("DSU") represents a contingent right to receive one share"
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.
Agreement and Plan of Merger regulatory
"acquired the Issuer pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026"
An Agreement and Plan of Merger is a formal document where two companies agree to combine into one, outlining how the process will happen. It’s like a step-by-step plan for merging, and it matters because it shows both sides have agreed on the details before the official transition takes place.
wholly owned subsidiary financial
"the Issuer surviving the Merger as a wholly owned subsidiary of BHI"
A wholly owned subsidiary is a company whose entire ownership is held by another company (the parent), so the parent controls decisions, operations, and finances. Think of it as a fully controlled branch that runs as its own legal entity but whose results flow straight into the parent’s financial statements; investors watch these structures because they affect consolidated revenue, risk exposure, and how profits, liabilities, and cash flow are allocated across the corporate group.
effective time of the Merger regulatory
"At the effective time of the Merger, each outstanding DSU became immediately vested"
The effective time of the merger is the exact moment when a planned combination of two companies legally takes effect, usually specified in the merger agreement and reflected by the formal filing or timestamp. For investors, it is the point when ownership, voting rights, financial reporting and control shift—like a light switch flipping that joins two rooms into one—so it determines when shares convert, who controls corporate decisions and which results appear in financial statements.

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FAQ

What insider transaction did TMHC director Amanda Whalen report?

Amanda Whalen reported a disposition of 3,287 Deferred Stock Units tied to Taylor Morrison. When Berkshire Hathaway acquired the company, her DSUs vested, were cancelled, and were converted into a right to receive cash based on $72.50 per underlying share.

How many Deferred Stock Units did Amanda Whalen dispose of at TMHC?

She disposed of 3,287 Deferred Stock Units. Each DSU represented a contingent right to receive one share of Taylor Morrison common stock, and all were cancelled and converted into cash consideration at the closing of the Berkshire Hathaway acquisition.

What cash value applies to Amanda Whalen’s TMHC Deferred Stock Units?

Each DSU converted into cash based on $72.50 per underlying share. The cash amount equals the number of shares subject to the DSU immediately before the merger’s effective time multiplied by $72.50, as specified in the merger agreement terms.

How is Berkshire Hathaway involved with Taylor Morrison Home Corp (TMHC) in this filing?

Berkshire Hathaway Inc. acquired Taylor Morrison Home Corp through a merger. A Berkshire subsidiary merged into Taylor Morrison, leaving Taylor Morrison as a wholly owned Berkshire subsidiary, and this acquisition triggered the vesting, cancellation, and cash settlement of outstanding DSUs.

What does transaction code "D" mean in Amanda Whalen’s TMHC Form 4?

Transaction code "D" indicates a disposition to the issuer. In this case, Whalen’s Deferred Stock Units were cancelled at the merger’s effective time and converted into a contractual right to receive cash, rather than being sold on the open market.

What happened to TMHC Deferred Stock Units at the effective time of the merger?

At the merger’s effective time, each outstanding DSU became vested, was cancelled, and converted into a cash right. The cash amount equals the number of shares underlying each DSU immediately before effectiveness multiplied by $72.50 per share, eliminating the equity-based units.
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
X
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*
Whalen Amanda

(Last)(First)(Middle)
C/O TAYLOR MORRISON HOME CORPORATION
4900 N. SCOTTSDALE ROAD, SUITE 2000

(Street)
SCOTTSDALE ARIZONA 85251

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Taylor Morrison Home Corp [ TMHC ]
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)
07/24/2026
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
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
Deferred Stock Units(1)07/24/2026D(1)3,287 (1) (1)Common Stock3,287$72.5(1)0D
Explanation of Responses:
1. Each deferred stock unit ("DSU") represents a contingent right to receive one share of common stock, par value $0.00001 per share, of Taylor Morrison Home Corporation (the "Issuer"). On July 24, 2026, Berkshire Hathaway Inc. ("BHI") acquired the Issuer pursuant to an Agreement and Plan of Merger, dated as of May 31, 2026 (the "Merger Agreement"), by and among the Issuer, BHI and WXYZ Merger Sub, Inc., a wholly owned subsidiary of BHI ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of BHI. At the effective time of the Merger, each outstanding DSU became immediately vested, was cancelled and converted into the right to receive an amount in cash equal to (x) the number of shares subject to such DSU as of immediately prior to the Effective Time, multiplied by (y) $72.50.
/s/ Todd Merrill, as Attorney-in-Fact07/27/2026
** 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)