M‑I Homes CFO Sells 1,805 Shares in Quiet Insider Move, Amid Rising Executive Trading Activity

Insider Selling Spree at M‑I Homes: What the Numbers Tell Us

M‑I Homes’ latest Form 4 from former CFO CreeK Phillip G shows a sizable sale of 1,805 shares on 18 Feb 2026 at $145.50 each—just below the market close of $144.10. The transaction reduces his holding to 33,123 shares, roughly 0.9 % of the outstanding equity. While the trade itself is modest relative to the company’s $3.78 billion market cap, it is part of a broader pattern of recent insider activity that warrants attention.

A Broader Insider Picture

In the past two weeks, insiders have been quite active: the CEO/Chairman Robert H. Schottenstein executed six trades (four sells, two buys) totalling over 51,000 shares, while the CFO’s own trading has peaked at 55 shares in a single trade but included multiple purchases and sales totaling 45,000+ shares. The Chief Legal Officer and Principal Accounting Officer each sold a handful of shares as well. The collective volume—though small relative to daily market turnover—signals a mix of portfolio rebalancing and potential signal‑gathering. The timing is particularly intriguing given the stock’s recent 3.6 % weekly decline and a 21 % YTD rally, suggesting that insiders may be adjusting exposure amid a volatile cycle.

Implications for Investors

For long‑term holders, the CFO’s sale may be a routine liquidity move rather than a bearish sign. His trading history shows frequent buys (e.g., 12,036 shares on 11 Feb) and sells, often clustered around market highs and lows. However, the volume of shares sold in February (over 40,000 shares across multiple transactions) could indicate a reassessment of the company’s upside prospects, especially as the firm’s price‑to‑earnings sits near 10—just above the sector average. If insiders anticipate a slowdown in the housing market or tighter financing conditions, their divestitures could presage a softer earnings trajectory.

CreeK Phillip G: A Profile in Patterns

Formerly CFO, Phillip G has been a consistent insider since his tenure, with a trading cadence that oscillates between sizable purchases and liquidations. In February alone, he bought 12,036 shares at $0 price (likely a grant exercise) and sold 15,324 shares at $145.39, indicating a strategy of opportunistic accumulation followed by partial real‑time liquidation. His most recent sale on 18 Feb aligns with a slight dip in share price, suggesting he is taking advantage of a modest correction. His holdings have hovered between 27,000 and 45,000 shares, reflecting a moderate stake that balances personal exposure with a desire to maintain a meaningful voice in governance.

Looking Ahead

With the housing sector facing potential interest‑rate headwinds and the stock’s price near a 52‑week high of $158.92, insiders’ trades could foreshadow a period of cautious investor sentiment. The recent buzz—351 % communication intensity—and a positive sentiment score (+78) hint that market participants are watching closely, perhaps interpreting the sales as a warning rather than a routine trade. Investors should monitor subsequent filings, especially any large purchases by the CEO or other senior officers, as these could offset the selling narrative and signal confidence in the company’s long‑term growth prospects.