SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Murray Michael J | EVP and COO | 2026-09-08 | Gift | 5000 | $0 |
| CROW M CHAD | Director | 2026-08-26 | Option exercise | 264 | — |
| CROWLEY ELAINE D | Director | 2026-08-26 | Option exercise | 264 | — |
| Smith Barbara | Director | 2026-08-26 | Option exercise | 264 | — |
| Auld David V | Executive Chairman, Director | 2026-04-22 | Grant/award | 5110 | $0 |
| Auld David V | Executive Chairman, Director | 2026-04-22 | Tax withholding | 4013 | $654K |
| Murray Michael J | EVP and COO | 2026-04-22 | Grant/award | 6388 | $0 |
| Murray Michael J | EVP and COO | 2026-04-22 | Tax withholding | 4992 | $813K |
| Romanowski Paul J | President and CEO, Director | 2026-04-22 | Grant/award | 7665 | $0 |
| Romanowski Paul J | President and CEO, Director | 2026-04-22 | Tax withholding | 6024 | $982K |
| WHEAT BILL W | EVP and CFO | 2026-04-22 | Grant/award | 5110 | $0 |
| WHEAT BILL W | EVP and CFO | 2026-04-22 | Tax withholding | 3920 | $639K |
| ANDERSON BRADLEY S | Director | 2026-04-20 | Option exercise | 139 | — |
| Auld David V | Executive Chairman, Director | 2026-04-20 | Option exercise | 7016 | — |
| Auld David V | Executive Chairman, Director | 2026-04-20 | Tax withholding | 1618 | $248K |
| CARSON BENJAMIN SR | Director | 2026-04-20 | Option exercise | 683 | — |
| Miller Maribess L | Director | 2026-04-20 | Option exercise | 139 | — |
| Murray Michael J | EVP and COO | 2026-04-20 | Option exercise | 2370 | — |
| Murray Michael J | EVP and COO | 2026-04-20 | Tax withholding | 933 | $143K |
| Romanowski Paul J | President and CEO, Director | 2026-04-20 | Option exercise | 2370 | — |
Fiscal period ending 2025-09-30 versus 2024-09-30 — view filing on EDGAR →
Trade, climate, and regulatory risks all moved in the same direction, with each shifting from abstract or contingent to concrete and near-term. The most consequential escalation is the SEC's abandonment of its defense of climate disclosure rules, which converts a stayed regulatory overhang into a probable compliance burden. Simultaneously, tariff exposure is now framed as an imminent policy threat rather than a hypothetical, and rising insurance costs tied to severe weather are newly quantified as a direct homeownership cost risk.
1 company-specific · 2 common-mode
Added specific disclosure of rising insurance costs due to severe weather/natural disasters and regional coverage limitations, escalating climate-related homeownership cost risk.
Increases in the costs of owning a home could prevent potential customers from buying our homes and adversely affect our business and financial results. Significant expenses of owning a home…
Tariff language shifted from generic to specific current administration threat, escalating trade risk from hypothetical to imminent policy concern.
Supply shortages and other risks related to acquiring land, building materials and skilled labor and obtaining regulatory approvals could increase our costs and delay deliveries. The homebuilding and…
SEC terminated defense of climate disclosure rules in March 2025, escalating regulatory risk. Prior year stated rules were "stayed"; now company signals heightened likelihood of effectiveness and compliance burden.
Governmental regulations and environmental matters could increase the cost and limit the availability of our land development and housing projects and adversely affect our business and financial…
D.R. Horton issued a press release on July 21, 2026 announcing third quarter fiscal 2026 financial results, including net income of $904.9 million ($3.20 per diluted share), consolidated revenues of $9.2 billion, and homes closed of 23,983. The filing also declares a quarterly dividend of $0.45 per share. This is a standard quarterly earnings release disclosure under Item 2.02, material to investors assessing the company's operational and financial performance.
View raw filing on EDGAR →