---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-181942"
form_type: "8-K"
ticker: "PHM"
cik: "0000822416"
company_name: "PULTEGROUP INC/MI/"
filed_at: "2024-07-22T23:59:59+00:00"
generated_at: "2026-05-31T18:47:12.367950+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# PulteGroup CFO Bob O'Shaughnessy to retire in 2025; Jim Ossowski named successor

## Summary
- Bob O'Shaughnessy will step down as CFO on Feb 7, 2025 but remain EVP through end of 2025.
- Jim Ossowski promoted to EVP and CFO, effective Feb 2025; oversees accounting, tax, audit, risk, treasury.
- Ossowski's 2025 compensation: $650K base salary, $1.3M bonus target, $1.8M LTI target.
- Ossowski has 22 years at PulteGroup including VP-Finance & Controller and VP Homebuilding Operations.
- O'Shaughnessy joined in 2011 and was key to Company's financial transformation over past decade.

## SEC filing metadata
- accession: 0001193125-24-181942
- form_type: 8-K
- ticker: PHM
- cik: 0000822416
- company_name: PULTEGROUP INC/MI/
- filed_at: 2024-07-22T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/822416/000119312524181942/0001193125-24-181942-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/822416/000119312524181942/d869992d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-181942
- JSON: https://secwatch.observer/filing/0001193125-24-181942.json
- Plain text: https://secwatch.observer/filing/0001193125-24-181942.txt

## Key facts
- Executive change
  Robert T. O’Shaughnessy departed as Executive Vice President and Chief Financial Officer at PULTEGROUP INC/MI/.
  - Action: retire
  - Role: Executive Vice President and Chief Financial Officer
  source text: On July 19, 2024, Robert T. O’Shaughnessy, the Executive Vice President and Chief Financial Officer of PulteGroup, Inc. (the “Company”), notified the Company that he intends to retire from the Company at the end of 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/822416/000119312524181942/0001193125-24-181942-index.htm
- Executive change
  James L. Ossowski was appointed as Executive Vice President and Chief Financial Officer at PULTEGROUP INC/MI/.
  - Action: promoted
  - Role: Executive Vice President and Chief Financial Officer
  source text: James L. Ossowski has been promoted to Executive Vice President and Chief Financial Officer of the Company, effective upon Mr. O’Shaughnessy’s retirement from the role of Chief Financial Officer on the Transition Date.
  evidence_url: https://www.sec.gov/Archives/edgar/data/822416/000119312524181942/0001193125-24-181942-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.