Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UWM Holdings CorpUWMC · Entity 261 | EVP, Chief Financial Officer | September 01, 2026 | September 02, 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 September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,849 |
Ending reported balance
After 2026-09-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-01 · Exercise / conversion · Acquired 2,500 · Balance 20,577 F1: On September 1, 2026, 2,500 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. Row 2 · 2026-09-01 · Tax withholding · Disposed 728 · Balance 19,849 F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-01 · Exercise / conversion · Disposed 2,500 · Balance 0 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F1: On September 1, 2026, 2,500 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 183,151 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 183,151 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F4: These RSUs vest on April 1, 2032. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 175,439 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 175,439 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F4: These RSUs vest on April 1, 2032. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,458 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 12,458 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F5: These RSUs vest on March 1, 2027. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,913 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 23,913 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F6: These RSUs vest on August 30, 2028. These RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 1, 2026, 2,500 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock.
F2: 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.
F3: The RSUs convert to Class A Common Stock on a one-for-one basis.
F4: These RSUs vest on April 1, 2032. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan.
F5: These RSUs vest on March 1, 2027. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan.
F6: These RSUs vest on August 30, 2028. These RSUs were granted pursuant to the 2020 Omnibus Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 20:00 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0002063861-26-000010 · wk-form4_1788379217.xml · derivative · entry 7 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The RSUs convert to Class A Common Stock on a one-for-one basis. F1 · derivative.exercise_date: On September 1, 2026, 2,500 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. F1 · derivative.expiration_date: On September 1, 2026, 2,500 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 |
| September 01, 2026 Filed Sep 2, 2026 20:00 UTC | UWM Holdings Corp UWMC · Entity 261 | Tax withholdingClass A Common Stock | 728 | $1.37 | $997.36 |
DisclosureSEC source: 0002063861-26-000010 · wk-form4_1788379217.xml · nonDerivative · entry 2 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,849 F2 · 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. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 20:00 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 2,500 | $1.37 | $3,425.00 |
DisclosureSEC source: 0002063861-26-000010 · wk-form4_1788379217.xml · nonDerivative · entry 1 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,577 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 · shares: On September 1, 2026, 2,500 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 |
| August 28, 2026 Filed Aug 31, 2026 20:10 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 7,971 | $0.00 | $0.00 |
DisclosureSEC source: 0002063861-26-000008 · wk-form4_1788207042.xml · derivative · entry 7 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,913 Underlying: Class A Common Stock · 7,971 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The RSUs convert to Class A Common Stock on a one-for-one basis. F7 · derivative.exercise_date: These RSUs vest in accordance with the following schedule: 7,971 vest on August 30, 2026 and 23,913 vest on August 30, 2028. These RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. F7 · derivative.expiration_date: These RSUs vest in accordance with the following schedule: 7,971 vest on August 30, 2026 and 23,913 vest on August 30, 2028. These RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 20:10 UTC | UWM Holdings Corp UWMC · Entity 261 | Tax withholdingClass A Common Stock | 2,320 | $1.49 | $3,456.80 |
DisclosureSEC source: 0002063861-26-000008 · wk-form4_1788207042.xml · nonDerivative · entry 2 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,077 F2 · 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. Read SEC document |
| August 28, 2026 Filed Aug 31, 2026 20:10 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 7,971 | $1.49 | $11,876.79 |
DisclosureSEC source: 0002063861-26-000008 · wk-form4_1788207042.xml · nonDerivative · entry 1 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,397 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 · shares: On August 28, 2026, 7,971 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 21:08 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 4,671 | $0.00 | $0.00 |
DisclosureSEC source: 0002063861-26-000006 · wk-form4_1772485724.xml · derivative · entry 8 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,671 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The RSUs convert to Class A Common Stock on a one-for-one basis. F1 · derivative.exercise_date: On February 27, 2026, 4,671 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. F1 · derivative.expiration_date: On February 27, 2026, 4,671 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 21:08 UTC | UWM Holdings Corp UWMC · Entity 261 | Tax withholdingClass A Common Stock | 1,360 | $4.41 | $5,997.60 |
DisclosureSEC source: 0002063861-26-000006 · wk-form4_1772485724.xml · nonDerivative · entry 2 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,426 F2 · 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. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 21:08 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 4,671 | $4.41 | $20,599.11 |
DisclosureSEC source: 0002063861-26-000006 · wk-form4_1772485724.xml · nonDerivative · entry 1 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,786 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 · shares: On February 27, 2026, 4,671 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 05, 2026 Filed Feb 9, 2026 21:05 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantRestricted Stock Units · Derivative | 12,458 | $0.00 | $0.00 |
DisclosureSEC source: 0002063861-26-000004 · wk-form4_1770671128.xml · derivative · entry 7 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,458 Underlying: Class A Common Stock · 12,458 shares Expires not disclosed F1 · derivative.exercise_price: The RSUs convert to Class A Common Stock on a one-for-one basis. F6 · derivative.exercise_date: These RSUs vest on March 1, 2027. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. F6 · derivative.expiration_date: These RSUs vest on March 1, 2027. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 22:12 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantRestricted Stock Units · Derivative | 175,439 | $0.00 | $0.00 |
DisclosureSEC source: 0002063861-26-000002 · wk-form4_1770070321.xml · derivative · entry 6 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,439 Underlying: Class A Common Stock · 175,439 shares Expires not disclosed F1 · derivative.exercise_price: The RSUs convert to Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: These RSUs vest on April 1, 2032. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. F4 · derivative.expiration_date: These RSUs vest on April 1, 2032. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0002063861-25-000002 · wk-form4_1757022554.xml · derivative · entry 6 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A Common Stock · 2,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The RSUs convert to Class A Common Stock on a one-for-one basis. F7 · derivative.exercise_date: These RSUs vest in accordance with the following schedule: 2,500 vested on September 1, 2025 and 2,500 vest on September 1, 2026. These RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. F7 · derivative.expiration_date: These RSUs vest in accordance with the following schedule: 2,500 vested on September 1, 2025 and 2,500 vest on September 1, 2026. These RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | Tax withholdingClass A Common Stock | 728 | $5.70 | $4,149.60 |
DisclosureSEC source: 0002063861-25-000002 · wk-form4_1757022554.xml · nonDerivative · entry 2 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,115 F2 · shares: 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. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:49 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002063861-25-000002 · wk-form4_1757022554.xml · nonDerivative · entry 1 HASANI RAMI · CIK 0002063861 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,843 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: On September 2, 2025, 2,500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.