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 |
|---|---|---|---|---|---|---|
| January 16, 2026 Filed Jan 21, 2026 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 6,600,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-26-000012 · wk-form4_1769032356.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: 7,218,257 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 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. 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 15, 2026 Filed Jan 15, 2026 22:00 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.72 | $3,620,039.28 |
DisclosureSEC source: 0001841794-26-000010 · wk-form4_1768514434.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: 618,257 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 $5.46 to $5.80 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 14, 2026 Filed Jan 15, 2026 22:00 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.46 | $3,455,492.04 |
DisclosureSEC source: 0001841794-26-000010 · wk-form4_1768514434.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: 1,251,131 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 $5.27 to $5.58 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 13, 2026 Filed Jan 15, 2026 22:00 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.37 | $3,398,533.38 |
DisclosureSEC source: 0001841794-26-000010 · wk-form4_1768514434.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: 1,884,005 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 $5.23 to $5.46 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 |
| January 12, 2026 Filed Jan 12, 2026 21:51 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.35 | $3,385,875.90 |
DisclosureSEC source: 0001841794-26-000007 · wk-form4_1768254675.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: 2,516,879 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 $5.21 to $5.43 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 09, 2026 Filed Jan 12, 2026 21:51 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $5.27 | $3,335,245.98 |
DisclosureSEC source: 0001841794-26-000007 · wk-form4_1768254675.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: 3,149,753 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 $5.00 to $5.45 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 08, 2026 Filed Jan 12, 2026 21:51 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.73 | $2,993,494.02 |
DisclosureSEC source: 0001841794-26-000007 · wk-form4_1768254675.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: 3,782,627 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 $4.53 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 |
| January 07, 2026 Filed Jan 7, 2026 21:56 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.70 | $2,974,507.80 |
DisclosureSEC source: 0001841794-26-000005 · wk-form4_1767823015.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: 4,415,501 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 $4.54 to $4.84 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 06, 2026 Filed Jan 7, 2026 21:56 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.45 | $2,816,289.30 |
DisclosureSEC source: 0001841794-26-000005 · wk-form4_1767823015.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: 5,048,375 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 $4.32 to $4.54 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 05, 2026 Filed Jan 7, 2026 21:56 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.43 | $2,803,631.82 |
DisclosureSEC source: 0001841794-26-000005 · wk-form4_1767823015.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: 5,681,249 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 $4.28 to $4.51 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 02, 2026 Filed Jan 2, 2026 22:10 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionUWM Paired Interests · Derivative | 6,600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-26-000003 · wk-form4_1767391830.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. 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 |
| January 02, 2026 Filed Jan 2, 2026 22:10 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.42 | $2,797,303.08 |
DisclosureSEC source: 0001841794-26-000003 · wk-form4_1767391830.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: 6,314,123 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 $4.35 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 |
| January 02, 2026 Filed Jan 2, 2026 22:10 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 6,600,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-26-000003 · wk-form4_1767391830.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: 6,946,997 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 |
| December 31, 2025 Filed Jan 2, 2026 22:10 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.37 | $2,765,659.38 |
DisclosureSEC source: 0001841794-26-000003 · wk-form4_1767391830.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: 346,997 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 $4.34 to $4.40 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 |
| December 30, 2025 Filed Jan 2, 2026 22:10 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.43 | $2,803,631.82 |
DisclosureSEC source: 0001841794-26-000003 · wk-form4_1767391830.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: 979,871 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 $4.36 to $4.48 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 |
| December 29, 2025 Filed Dec 29, 2025 23:50 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.42 | $2,797,303.08 |
DisclosureSEC source: 0001841794-25-000131 · wk-form4_1767052201.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: 1,612,745 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 $4.39 to $4.56 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 |
| December 26, 2025 Filed Dec 29, 2025 23:50 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 632,874 | $4.57 | $2,892,234.18 |
DisclosureSEC source: 0001841794-25-000131 · wk-form4_1767052201.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: 2,245,619 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 $4.54 to $4.65 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 |
| December 24, 2025 Filed Dec 29, 2025 23:50 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 449,997 | $4.66 | $2,096,986.02 |
DisclosureSEC source: 0001841794-25-000131 · wk-form4_1767052201.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: 2,878,493 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 $4.62 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 |
| December 23, 2025 Filed Dec 29, 2025 23:50 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 402,483 | $4.70 | $1,891,670.10 |
DisclosureSEC source: 0001841794-25-000131 · wk-form4_1767052201.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: 3,328,490 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 $4.63 to $4.86 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 |
| December 12, 2025 Filed Dec 15, 2025 11:03 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.47 | $3,349,209.89 |
DisclosureSEC source: 0001841794-25-000127 · wk-form4_1765796615.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: 3,730,973 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 $5.37 to $5.60 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 |
| December 11, 2025 Filed Dec 15, 2025 11:03 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.63 | $3,447,175.81 |
DisclosureSEC source: 0001841794-25-000127 · wk-form4_1765796615.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: 4,343,260 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 $5.56 to $5.79 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 |
| December 10, 2025 Filed Dec 10, 2025 22:31 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.60 | $3,428,807.20 |
DisclosureSEC source: 0001841794-25-000124 · wk-form4_1765405883.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: 4,955,547 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 $5.49 to $5.69 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 |
| December 09, 2025 Filed Dec 10, 2025 22:31 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.54 | $3,392,069.98 |
DisclosureSEC source: 0001841794-25-000124 · wk-form4_1765405883.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: 5,567,834 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 $5.50 to $5.65 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 |
| December 08, 2025 Filed Dec 8, 2025 22:02 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.67 | $3,471,667.29 |
DisclosureSEC source: 0001841794-25-000122 · wk-form4_1765231369.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: 6,180,121 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 $5.59 to $5.75 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 |
| December 05, 2025 Filed Dec 8, 2025 22:02 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.78 | $3,539,018.86 |
DisclosureSEC source: 0001841794-25-000122 · wk-form4_1765231369.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: 6,792,408 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 $5.65 to $5.93 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 |
| December 04, 2025 Filed Dec 8, 2025 22:02 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.74 | $3,514,527.38 |
DisclosureSEC source: 0001841794-25-000122 · wk-form4_1765231369.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: 7,404,695 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 $5.63 to $5.81 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 |
| December 03, 2025 Filed Dec 3, 2025 21:54 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.71 | $3,496,158.77 |
DisclosureSEC source: 0001841794-25-000120 · wk-form4_1764798894.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: 8,016,982 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 $5.80 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 |
| December 02, 2025 Filed Dec 3, 2025 21:54 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.80 | $3,551,264.60 |
DisclosureSEC source: 0001841794-25-000120 · wk-form4_1764798894.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: 8,629,269 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 $5.63 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. 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 |
| December 01, 2025 Filed Dec 3, 2025 21:54 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionUWM Paired Interests · Derivative | 6,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-25-000120 · wk-form4_1764798894.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: 1,331,482,620 Underlying: Class A Common Stock · 6,800,000 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 |
| December 01, 2025 Filed Dec 3, 2025 21:54 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 612,287 | $5.80 | $3,551,264.60 |
DisclosureSEC source: 0001841794-25-000120 · wk-form4_1764798894.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: 9,241,556 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 $5.69 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 |
| December 01, 2025 Filed Dec 3, 2025 21:54 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 6,800,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-25-000120 · wk-form4_1764798894.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: 9,853,843 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 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. 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 |
| November 28, 2025 Filed Nov 28, 2025 19:06 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 437,073 | $5.85 | $2,556,877.05 |
DisclosureSEC source: 0001841794-25-000118 · wk-form4_1764356815.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: 3,053,843 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 $5.77 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 |
| November 26, 2025 Filed Nov 28, 2025 19:06 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.81 | $3,464,828.36 |
DisclosureSEC source: 0001841794-25-000118 · wk-form4_1764356815.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: 3,490,916 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 $5.68 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 |
| November 25, 2025 Filed Nov 28, 2025 19:06 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.60 | $3,339,593.60 |
DisclosureSEC source: 0001841794-25-000118 · wk-form4_1764356815.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: 4,087,272 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 $5.28 to $5.73 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 |
| November 24, 2025 Filed Nov 24, 2025 21:58 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.21 | $3,107,014.76 |
DisclosureSEC source: 0001841794-25-000116 · wk-form4_1764021505.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: 4,683,628 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 $5.14 to $5.25 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 |
| November 21, 2025 Filed Nov 24, 2025 21:58 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.09 | $3,035,452.04 |
DisclosureSEC source: 0001841794-25-000116 · wk-form4_1764021505.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: 5,279,984 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 $5.17 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 |
| November 20, 2025 Filed Nov 24, 2025 21:58 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $4.98 | $2,969,852.88 |
DisclosureSEC source: 0001841794-25-000116 · wk-form4_1764021505.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: 5,876,340 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 $4.85 to $5.22 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 |
| November 19, 2025 Filed Nov 19, 2025 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $4.96 | $2,957,925.76 |
DisclosureSEC source: 0001841794-25-000114 · wk-form4_1763589159.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: 6,472,696 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 $4.88 to $5.02 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 |
| November 18, 2025 Filed Nov 19, 2025 21:52 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $4.93 | $2,940,035.08 |
DisclosureSEC source: 0001841794-25-000114 · wk-form4_1763589159.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: 7,069,052 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 $4.82 to $5.01 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 |
| November 17, 2025 Filed Nov 17, 2025 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionUWM Paired Interests · Derivative | 6,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001841794-25-000112 · wk-form4_1763417391.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: 1,338,282,620 Underlying: Class A Common Stock · 6,800,000 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 |
| November 17, 2025 Filed Nov 17, 2025 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $4.94 | $2,945,998.64 |
DisclosureSEC source: 0001841794-25-000112 · wk-form4_1763417391.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: 7,665,408 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 $4.83 to $5.10 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 |
| November 17, 2025 Filed Nov 17, 2025 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | ConversionClass A Common Stock | 6,800,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001841794-25-000112 · wk-form4_1763417391.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: 8,261,764 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 |
| November 14, 2025 Filed Nov 17, 2025 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.11 | $3,047,379.16 |
DisclosureSEC source: 0001841794-25-000112 · wk-form4_1763417391.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: 1,461,764 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 $5.02 to $5.17 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 |
| November 13, 2025 Filed Nov 17, 2025 22:09 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.27 | $3,142,796.12 |
DisclosureSEC source: 0001841794-25-000112 · wk-form4_1763417391.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: 2,058,120 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 $5.13 to $5.53 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 |
| November 12, 2025 Filed Nov 12, 2025 21:42 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.47 | $3,262,067.32 |
DisclosureSEC source: 0001841794-25-000110 · wk-form4_1762983774.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: 2,654,476 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 $5.38 to $5.55 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 |
| November 11, 2025 Filed Nov 12, 2025 21:42 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.45 | $3,250,140.20 |
DisclosureSEC source: 0001841794-25-000110 · wk-form4_1762983774.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: 3,250,832 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 $5.35 to $5.52 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 |
| November 10, 2025 Filed Nov 10, 2025 21:47 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.47 | $3,262,067.32 |
DisclosureSEC source: 0001841794-25-000108 · wk-form4_1762811223.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: 3,847,188 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 $5.31 to $5.56 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 |
| November 07, 2025 Filed Nov 10, 2025 21:47 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.18 | $3,089,124.08 |
DisclosureSEC source: 0001841794-25-000108 · wk-form4_1762811223.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: 4,443,544 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 $5.06 to $5.27 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 |
| November 06, 2025 Filed Nov 10, 2025 21:47 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.25 | $3,130,869.00 |
DisclosureSEC source: 0001841794-25-000108 · wk-form4_1762811223.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: 5,039,900 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 $5.00 to $5.65 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 |
| November 05, 2025 Filed Nov 5, 2025 22:03 UTC | UWM Holdings Corp UWMC · Entity 261 | SaleClass A Common Stock | 596,356 | $5.69 | $3,393,265.64 |
DisclosureSEC source: 0001841794-25-000106 · wk-form4_1762380212.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: 5,636,256 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 $5.64 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.