Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dream Finders Homes, Inc.DFH · Entity 4812 | Senior VP and CFO | January 29, 2021 | February 02, 2021 |
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.
Dream Finders Homes, Inc.
Report date January 29, 2021 · Filed February 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 832,673 |
Reported balance
After 2021-01-29 transaction · row 1
1 source rowRow 1 · 2021-01-29 · Grant · Acquired 38,462 · Balance 832,673 F1: This restricted stock award was granted to the reporting person on January 29, 2021 pursuant to Dream Finders Homes, Inc.'s 2021 Equity Incentive Plan. Such shares of Class A common stock of Dream Finders Homes, Inc. will vest in three equal annual installments beginning on January 21, 2022 and each anniversary thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock award was granted to the reporting person on January 29, 2021 pursuant to Dream Finders Homes, Inc.'s 2021 Equity Incentive Plan. Such shares of Class A common stock of Dream Finders Homes, Inc. will vest in three equal annual installments beginning on January 21, 2022 and each anniversary thereof.
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 |
|---|---|---|---|---|---|---|
| January 29, 2021 Filed Feb 2, 2021 17:21 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 38,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-003127 · form4.xml · nonDerivative · entry 1 Moyer Rick A. · CIK 0001841157 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832,673 F1 · shares: This restricted stock award was granted to the reporting person on January 29, 2021 pursuant to Dream Finders Homes, Inc.'s 2021 Equity Incentive Plan. Such shares of Class A common stock of Dream Finders Homes, Inc. will vest in three equal annual installments beginning on January 21, 2022 and each anniversary thereof. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 17:09 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | PurchaseClass A common stock, par value $0.01 per share | 30,000 | $13.00 | $390,000.00 |
DisclosureSEC source: 0001140361-21-002358 · form4.xml · nonDerivative · entry 3 Moyer Rick A. · CIK 0001841157 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 794,211 F3 · shares: The reporting person purchased these shares of Class A Common Stock through the reserved share program conducted in connection with the initial public offering of Issuer. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 17:09 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | OtherClass A common stock, par value $0.01 per share | 139,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-002358 · form4.xml · nonDerivative · entry 2 Moyer Rick A. · CIK 0001841157 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 139,650 F1 · kind: Such shares of Class A common stock ("Class A Common Stock") of Dream Finders Homes, Inc. ("Issuer") were received in connection with the closing of the initial public offering of Issuer in exchange for previously held interests in Dream Finders Holdings LLC, pursuant to that certain Agreement and Plan of Merger, dated as of January 20, 2021, by and among Issuer, Dream Finders Holdings LLC and DFH Merger Sub LLC. F1 · price: Such shares of Class A common stock ("Class A Common Stock") of Dream Finders Homes, Inc. ("Issuer") were received in connection with the closing of the initial public offering of Issuer in exchange for previously held interests in Dream Finders Holdings LLC, pursuant to that certain Agreement and Plan of Merger, dated as of January 20, 2021, by and among Issuer, Dream Finders Holdings LLC and DFH Merger Sub LLC. F2 · ownership.nature: Such shares of Class A Common Stock are owned directly by the Equity Trust Company Custodian FAO, Rick Moyer, a self-directed IRA. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 17:09 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | OtherClass A common stock, par value $0.01 per share | 764,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-002358 · form4.xml · nonDerivative · entry 1 Moyer Rick A. · CIK 0001841157 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 764,211 F1 · kind: Such shares of Class A common stock ("Class A Common Stock") of Dream Finders Homes, Inc. ("Issuer") were received in connection with the closing of the initial public offering of Issuer in exchange for previously held interests in Dream Finders Holdings LLC, pursuant to that certain Agreement and Plan of Merger, dated as of January 20, 2021, by and among Issuer, Dream Finders Holdings LLC and DFH Merger Sub LLC. F1 · price: Such shares of Class A common stock ("Class A Common Stock") of Dream Finders Homes, Inc. ("Issuer") were received in connection with the closing of the initial public offering of Issuer in exchange for previously held interests in Dream Finders Holdings LLC, pursuant to that certain Agreement and Plan of Merger, dated as of January 20, 2021, by and among Issuer, Dream Finders Holdings LLC and DFH Merger Sub LLC. 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.