Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UWM Holdings CorpUWMC · Entity 261 | EVP, CFO | February 01, 2022 | February 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UWM Holdings Corp
Report date February 01, 2022 · Filed February 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,478 |
Ending reported balance
After 2022-02-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-01 · Exercise / conversion · Acquired 17,820 · Balance 17,820 F1: On February 1, 2022, 17,820 of the Reporting Person's Restricted Stock Units ("RSUs") were settled for an equal number of Class A Common Stock. Row 2 · 2022-02-02 · Sale · Disposed 6,342 · Balance 11,478 F2: Reflects shares sold for taxes payable upon the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 36,180 |
Reported balance
After 2022-02-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-02-01 · Exercise / conversion · Disposed 17,820 · Balance 36,180 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F4: The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. The RSUs vest in accordance with the following schedule: 17,820 vest on February 1, 2023 and 18,360 vest on February 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 1, 2022, 17,820 of the Reporting Person's Restricted Stock Units ("RSUs") were settled for an equal number of Class A Common Stock.
F2: Reflects shares sold for taxes payable upon the vesting of RSUs.
F3: The RSUs convert to Class A Common Stock on a one-for-one basis.
F4: The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. The RSUs vest in accordance with the following schedule: 17,820 vest on February 1, 2023 and 18,360 vest on February 1, 2024.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 02, 2022 Filed Feb 3, 2022 16:33 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 6,342 | $4.77 | $30,225.97 |
DisclosureSEC source: 0001841842-22-000002 · wf-form4_164392399707176.xml · nonDerivative · entry 2 Forrester Tim · CIK 0001841842 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,478 F2 · kind: Reflects shares sold for taxes payable upon the vesting of RSUs. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 16:33 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 17,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001841842-22-000002 · wf-form4_164392399707176.xml · derivative · entry 3 Forrester Tim · CIK 0001841842 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,180 Underlying: Class A Common Stock · 17,820 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The RSUs convert to Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. The RSUs vest in accordance with the following schedule: 17,820 vest on February 1, 2023 and 18,360 vest on February 1, 2024. F4 · derivative.expiration_date: The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. The RSUs vest in accordance with the following schedule: 17,820 vest on February 1, 2023 and 18,360 vest on February 1, 2024. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 16:33 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 17,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001841842-22-000002 · wf-form4_164392399707176.xml · nonDerivative · entry 1 Forrester Tim · CIK 0001841842 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,820 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: On February 1, 2022, 17,820 of the Reporting Person's Restricted Stock Units ("RSUs") were settled for an equal number of Class A Common Stock. Read SEC document |
| April 02, 2021 Filed Apr 6, 2021 17:40 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantRestricted Stock Units · Derivative | 54,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001783398-21-000020 · wf-form4_161774516177942.xml · derivative · entry 1 Forrester Tim · CIK 0001841842 · EVP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 Underlying: Class A Common Stock · 54,000 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert to Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs were granted pursuant to the 2020 Ominibus Incentive Plan. The RSUs vest in accordance with the following schedule: 17,820 vest on February 1, 2022 and February 1, 2023 and 18,360 vest on February 1, 2024 F2 · derivative.expiration_date: The RSUs were granted pursuant to the 2020 Ominibus Incentive Plan. The RSUs vest in accordance with the following schedule: 17,820 vest on February 1, 2022 and February 1, 2023 and 18,360 vest on February 1, 2024 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.