Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UWM Holdings CorpUWMC · Entity 261 | 10% owner | August 05, 2026 | August 07, 2026 |
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 August 05, 2026 · Filed August 07, 2026
Jointly reported with Mat Ishbia
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Warrants (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.00 · Expires 2036-08-05 | IndirectSee Footnote | 15,000,000 |
Reported balance
After 2026-08-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-05 · Grant · Acquired 15,000,000 · Balance 15,000,000 F3: Pursuant to a Securities Purchase Agreement dated as of August 5, 2026, by and among the Issuer, certain funds or investment vehicles advised, managed by, or otherwise affiliated with Oaktree Capital Management, L.P.,, Mat Ishbia, SFS Holding Corp. and SFS Group Capital, LLC ("SFS Capital"), SFS Capital purchased 150,000 shares of Series A-1 Preferred Stock of the Issuer with an issue price of $1,000 per share, together with Class A Warrants and Class B Warrants, each to purchase 15,000,000 shares of the Company's Class A Common Stock, for an aggregate purchase price of $1,500,000. F2: The Class A Warrants and the Class B Warrants are not exercisable until the Issuer obtains stockholder approval of the exercise of such Warrants pursuant to the rules of the New York Stock Exchange F4: These securities are held directly by SFS Capital, and indirectly by Mat Ishbia. Mat Ishbia is the manager and beneficially owns 75% of the equity interests in SFS Capital. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Capital may be deemed to be a director by deputization. |
| Class B Warrants (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.00 · Expires 2036-08-05 | IndirectSee Footnote | 15,000,000 |
Reported balance
After 2026-08-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-05 · Grant · Acquired 15,000,000 · Balance 15,000,000 F3: Pursuant to a Securities Purchase Agreement dated as of August 5, 2026, by and among the Issuer, certain funds or investment vehicles advised, managed by, or otherwise affiliated with Oaktree Capital Management, L.P.,, Mat Ishbia, SFS Holding Corp. and SFS Group Capital, LLC ("SFS Capital"), SFS Capital purchased 150,000 shares of Series A-1 Preferred Stock of the Issuer with an issue price of $1,000 per share, together with Class A Warrants and Class B Warrants, each to purchase 15,000,000 shares of the Company's Class A Common Stock, for an aggregate purchase price of $1,500,000. F2: The Class A Warrants and the Class B Warrants are not exercisable until the Issuer obtains stockholder approval of the exercise of such Warrants pursuant to the rules of the New York Stock Exchange F4: These securities are held directly by SFS Capital, and indirectly by Mat Ishbia. Mat Ishbia is the manager and beneficially owns 75% of the equity interests in SFS Capital. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Capital may be deemed to be a director by deputization. |
| Class A Common StockSEC Table I · non-derivative | Direct | 408,131 |
Reported balance
Holding disclosure · report date 2026-08-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 408,131 F1: These shares are held directly by Mat Ishbia and SFS Corp. has no interests in these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held directly by Mat Ishbia and SFS Corp. has no interests in these shares.
F2: The Class A Warrants and the Class B Warrants are not exercisable until the Issuer obtains stockholder approval of the exercise of such Warrants pursuant to the rules of the New York Stock Exchange
F3: Pursuant to a Securities Purchase Agreement dated as of August 5, 2026, by and among the Issuer, certain funds or investment vehicles advised, managed by, or otherwise affiliated with Oaktree Capital Management, L.P.,, Mat Ishbia, SFS Holding Corp. and SFS Group Capital, LLC ("SFS Capital"), SFS Capital purchased 150,000 shares of Series A-1 Preferred Stock of the Issuer with an issue price of $1,000 per share, together with Class A Warrants and Class B Warrants, each to purchase 15,000,000 shares of the Company's Class A Common Stock, for an aggregate purchase price of $1,500,000.
F4: These securities are held directly by SFS Capital, and indirectly by Mat Ishbia. Mat Ishbia is the manager and beneficially owns 75% of the equity interests in SFS Capital. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Capital may be deemed to be a director by deputization.
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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 16, 2026 20:59 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 11,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-26-000040 · wk-form4_1773694742.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 13,336,171 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. F5 · price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:59 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $3.69 | $2,335,305.06 |
DisclosureSEC source: 0001841794-26-000040 · wk-form4_1773694742.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,336,171 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $3.63 to $3.86 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:59 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $3.78 | $2,392,263.72 |
DisclosureSEC source: 0001841794-26-000040 · wk-form4_1773694742.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,969,045 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $3.73 to $3.89 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 11, 2026 Filed Mar 11, 2026 20:54 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $3.91 | $2,474,537.34 |
DisclosureSEC source: 0001841794-26-000038 · wk-form4_1773262490.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,601,919 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $3.84 to $3.99 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 20:54 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.13 | $2,613,769.62 |
DisclosureSEC source: 0001841794-26-000038 · wk-form4_1773262490.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,234,793 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.03 to $4.25 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 09, 2026 Filed Mar 9, 2026 21:51 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $3.78 | $2,392,263.72 |
DisclosureSEC source: 0001841794-26-000036 · wk-form4_1773093057.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,867,667 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $3.65 to $3.89 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 21:51 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $3.94 | $2,493,523.56 |
DisclosureSEC source: 0001841794-26-000036 · wk-form4_1773093057.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 5,500,541 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $3.83 to $4.12 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 05, 2026 Filed Mar 5, 2026 23:21 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.11 | $2,601,112.14 |
DisclosureSEC source: 0001841794-26-000034 · wk-form4_1772752884.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 6,133,415 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F5 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $3.99 to $4.26 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 23:21 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.23 | $2,677,057.02 |
DisclosureSEC source: 0001841794-26-000034 · wk-form4_1772752884.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 6,766,289 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.17 to $4.30 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:21 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.25 | $2,689,714.50 |
DisclosureSEC source: 0001841794-26-000034 · wk-form4_1772752884.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 7,399,163 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.16 to $4.34 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionUWM Paired Interests · Derivative | 6,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · derivative · entry 8 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,298,482,620 Underlying: Class A Common Stock · 6,600,000 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. F8 · derivative.exercise_price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F11 · derivative.expiration_date: The conversion rights related to the UWM Paired Interests do not expire. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.35 | $2,753,001.90 |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · nonDerivative · entry 6 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 8,032,037 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F9 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.22 to $4.46 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 6,600,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · nonDerivative · entry 5 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 8,664,911 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. F8 · price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 180,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · derivative · entry 7 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 180,737 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. F10 · derivative.exercise_price: These RSUs convert to Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: On February 27, 2026, 180,737 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. F4 · derivative.expiration_date: On February 27, 2026, 180,737 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.44 | $2,809,960.56 |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · nonDerivative · entry 4 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,064,911 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F7 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.41 to $4.57 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | Tax withholdingClass A Common Stock | 52,595 | $4.41 | $231,943.95 |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 408,131 F6 · shares: This transaction is not a sale of shares by the Reporting Person. Instead this reflects shares mandatorily withheld by the Company in accordance with the award agreement to meet the Company's minimum withholding obligations pursuant to a transaction exempt under Rule 16b-3. F5 · ownership.direct: These shares are held directly by Mat Ishbia and SFS Corp. has no interests in these shares. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 180,737 | $4.41 | $797,050.17 |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 460,726 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. F4 · shares: On February 27, 2026, 180,737 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. F5 · ownership.direct: These shares are held directly by Mat Ishbia and SFS Corp. has no interests in these shares. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:35 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.40 | $2,784,645.60 |
DisclosureSEC source: 0001841794-26-000032 · wk-form4_1772487318.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,697,785 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.15 to $4.55 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 25, 2026 Filed Feb 25, 2026 21:39 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.03 | $2,550,482.22 |
DisclosureSEC source: 0001841794-26-000030 · wk-form4_1772055587.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,330,659 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $3.81 to $4.55 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 24, 2026 Filed Feb 25, 2026 21:39 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.51 | $2,854,261.74 |
DisclosureSEC source: 0001841794-26-000030 · wk-form4_1772055587.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,963,533 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.42 to $4.59 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 23, 2026 Filed Feb 23, 2026 21:43 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.52 | $2,860,590.48 |
DisclosureSEC source: 0001841794-26-000028 · wk-form4_1771883032.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,596,407 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F5 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.44 to $4.61 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 21:43 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.64 | $2,936,535.36 |
DisclosureSEC source: 0001841794-26-000028 · wk-form4_1771883032.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 5,229,281 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.61 to $4.75 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:43 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.77 | $3,018,808.98 |
DisclosureSEC source: 0001841794-26-000028 · wk-form4_1771883032.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 5,862,155 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.68 to $4.83 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 18, 2026 Filed Feb 18, 2026 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.85 | $3,069,438.90 |
DisclosureSEC source: 0001841794-26-000026 · wk-form4_1771451356.xml · nonDerivative · entry 4 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 6,495,029 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F6 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.75 to $4.94 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionUWM Paired Interests · Derivative | 6,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-26-000026 · wk-form4_1771451356.xml · derivative · entry 6 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,305,082,620 Underlying: Class A Common Stock · 6,600,000 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. F4 · derivative.exercise_price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F8 · derivative.expiration_date: The conversion rights related to the UWM Paired Interests do not expire. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.88 | $3,088,425.12 |
DisclosureSEC source: 0001841794-26-000026 · wk-form4_1771451356.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 7,127,903 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F5 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.83 to $4.97 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 6,600,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-26-000026 · wk-form4_1771451356.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 7,760,777 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. F4 · price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.94 | $3,126,397.56 |
DisclosureSEC source: 0001841794-26-000026 · wk-form4_1771451356.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,160,777 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on September 16, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.75 to $5.07 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 12, 2026 Filed Feb 12, 2026 21:55 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.73 | $2,993,494.02 |
DisclosureSEC source: 0001841794-26-000024 · wk-form4_1770933334.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,793,651 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F5 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.67 to $4.82 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 21:55 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.66 | $2,949,192.84 |
DisclosureSEC source: 0001841794-26-000024 · wk-form4_1770933334.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,426,525 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.58 to $4.79 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 21:55 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.83 | $3,056,781.42 |
DisclosureSEC source: 0001841794-26-000024 · wk-form4_1770933334.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,059,399 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.69 to $4.89 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 09, 2026 Filed Feb 9, 2026 21:39 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.61 | $2,917,549.14 |
DisclosureSEC source: 0001841794-26-000022 · wk-form4_1770673160.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,692,273 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F5 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.52 to $4.69 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:39 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.84 | $3,063,110.16 |
DisclosureSEC source: 0001841794-26-000022 · wk-form4_1770673160.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,325,147 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.68 to $5.26 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 21:39 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.10 | $3,227,657.40 |
DisclosureSEC source: 0001841794-26-000022 · wk-form4_1770673160.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,958,021 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.94 to $5.18 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 04, 2026 Filed Feb 4, 2026 22:21 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.05 | $3,196,013.70 |
DisclosureSEC source: 0001841794-26-000020 · wk-form4_1770243688.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 5,590,895 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.90 to $5.16 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 03, 2026 Filed Feb 4, 2026 22:21 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.21 | $3,297,273.54 |
DisclosureSEC source: 0001841794-26-000020 · wk-form4_1770243688.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 6,223,769 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.01 to $5.48 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 02, 2026 Filed Feb 2, 2026 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionUWM Paired Interests · Derivative | 6,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-26-000018 · wk-form4_1770070185.xml · derivative · entry 6 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,311,682,620 Underlying: Class A Common Stock · 6,600,000 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. F5 · derivative.exercise_price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F8 · derivative.expiration_date: The conversion rights related to the UWM Paired Interests do not expire. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 02, 2026 Filed Feb 2, 2026 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.20 | $3,290,944.80 |
DisclosureSEC source: 0001841794-26-000018 · wk-form4_1770070185.xml · nonDerivative · entry 4 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 6,856,643 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F6 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.82 to $5.41 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| February 02, 2026 Filed Feb 2, 2026 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 6,600,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-26-000018 · wk-form4_1770070185.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 7,489,517 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. F5 · price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.00 | $3,164,370.00 |
DisclosureSEC source: 0001841794-26-000018 · wk-form4_1770070185.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 889,517 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $4.81 to $5.32 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.76 | $3,645,354.24 |
DisclosureSEC source: 0001841794-26-000018 · wk-form4_1770070185.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,522,391 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.68 to $5.90 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 28, 2026 Filed Jan 28, 2026 22:00 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.89 | $3,727,627.86 |
DisclosureSEC source: 0001841794-26-000016 · wk-form4_1769637636.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,155,265 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.81 to $5.94 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 22:00 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.81 | $3,676,997.94 |
DisclosureSEC source: 0001841794-26-000016 · wk-form4_1769637636.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,788,139 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.71 to $5.89 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 26, 2026 Filed Jan 26, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.75 | $3,639,025.50 |
DisclosureSEC source: 0001841794-26-000014 · wk-form4_1769464367.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 3,421,013 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F5 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.67 to $5.82 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 23, 2026 Filed Jan 26, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.85 | $3,702,312.90 |
DisclosureSEC source: 0001841794-26-000014 · wk-form4_1769464367.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,053,887 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.70 to $5.95 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.87 | $3,714,970.38 |
DisclosureSEC source: 0001841794-26-000014 · wk-form4_1769464367.xml · nonDerivative · entry 1 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 4,686,761 F1 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F2 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.77 to $5.96 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F3 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 21, 2026 Filed Jan 21, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.75 | $3,639,025.50 |
DisclosureSEC source: 0001841794-26-000012 · wk-form4_1769032356.xml · nonDerivative · entry 4 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 5,319,635 F3 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F6 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.65 to $5.85 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F2 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 20, 2026 Filed Jan 21, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.82 | $3,683,326.68 |
DisclosureSEC source: 0001841794-26-000012 · wk-form4_1769032356.xml · nonDerivative · entry 3 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 5,952,509 F3 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F5 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.71 to $5.92 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F2 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionUWM Paired Interests · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-26-000012 · wk-form4_1769032356.xml · derivative · entry 6 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 1,324,882,620 Underlying: Class A Common Stock · 6,600,000 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. F1 · derivative.exercise_price: Each UWM Paired Interest consists of one share of non-economic voting Class D Common Stock of UWM Holdings Corporation (the "Issuer") ("Class D Stock") and one Class B common units of UWM Holdings, LLC ("UWM LLC") ("Class B Common Units"), a subsidiary of the Issuer. Each UWM Paired Interest is convertible for one share of Class A Common Stock of the Issuer (i) at any time at the option of the holder or (ii) automatically upon transfer to a third person. These shares of Class A Common Stock were acquired by SFS Holding Corp. ("SFS Corp") upon the conversion of an equal number of UWM Paired Interests. F8 · derivative.expiration_date: The conversion rights related to the UWM Paired Interests do not expire. F2 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. Read SEC document |
| January 16, 2026 Filed Jan 21, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $6.04 | $3,822,558.96 |
DisclosureSEC source: 0001841794-26-000012 · wk-form4_1769032356.xml · nonDerivative · entry 2 Mat Ishbia · CIK 0001841794 · Director · President and CEO · 10% owner SFS HOLDING CORP · CIK 0001842002 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 6,585,383 F3 · shares: Sold pursuant to the 10b5-1 Plan adopted by SFS Corp on March 17, 2025. F4 · price: Represents the weighted average price of shares sold. The price of the shares sold ranged from $5.76 to $6.15 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares sold at each price. F2 · ownership.nature: These securities are held directly by SFS Corp, a 10% holder of the Issuer, and indirectly by Mat Ishbia. Mat Ishbia is the Chief Executive Officer and sole director of SFS Corp and serves as the investment advisor to the trust that owns the voting securities of SFS Corp, and therefore exercises all voting and dispositive power of the securities held by SFS Corp. In addition, trusts for the benefit of Mat Ishbia and his immediate family are shareholders of SFS Corp. By virtue of its relationship with Mat Ishbia, a director and the CEO of the Issuer, SFS Corp may be deemed to be a director by deputization. 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.