Sheryl Palmer, Chairman, President and CEO, has been a net seller in her disclosed transactions, with no open-market purchases recorded across her 37 filings. Her total sell value reached approximately $44.5 million, concentrated entirely in Taylor Morrison Home Corporation (TMHC) stock. The most significant activity occurred on July 24, 2026, when she disposed of TMHC shares through code "D" transactions (sales back to the issuer) totaling roughly $42.5 million, including individual transactions ranging from about $545,000 to $19.4 million. This cluster of same-day dispositions represents the bulk of her realized value and signals a decisive reduction in her TMHC holdings.
Beyond the July sales, Palmer's other TMHC activity was largely mechanical or compensatory. She received stock awards (code "A") in February 2026 and exercised options (code "M") on March 12, 2026, with corresponding shares withheld to cover taxes (code "F") valued at approximately $2.6 million combined. These transactions do not reflect discretionary selling but rather routine equity compensation processing. Her activity in Carlisle Companies (CSL) was limited to grants (code "A") in March, April, and June 2026, with one award valued at $15,353.58, and no sales in that ticker.
The pattern is unambiguous: Palmer has not bought a single share on the open market, and her selling is dominated by the July 24, 2026, block disposals in TMHC. While the code "D" designation indicates these were sales to the issuer rather than open-market trades, the sheer dollar volume—over $42 million in one day—underscores a strong selling bias in her recent activity. Her only acquisitions were equity grants and option exercises, which are standard compensation events rather than conviction purchases.
AI-assisted summary