Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UWM Holdings CorpUWMC · Entity 261 | EVP, CLO & Chief Admin Officer | February 27, 2026 | March 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 February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,177 |
Ending reported balance
After 2026-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Exercise / conversion · Acquired 2,773 · Balance 19,984 F1: On February 27, 2026, 2,773 of the Reporting Person's Restricted Stock Units ("RSUs") vested and were settled for an equal number of Class A Common Stock. Row 2 · 2026-02-27 · Tax withholding · Disposed 807 · Balance 19,177 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 2026-02-27 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-27 · Exercise / conversion · Disposed 2,773 · Balance 0 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F1: On February 27, 2026, 2,773 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 | 219,539 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 219,539 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F4: These RSUs vest on August 30, 2031. 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 2026-02-27 · 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 August 30, 2031. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,709 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,709 F3: The RSUs convert to Class A Common Stock on a one-for-one basis. F5: These RSUs vest on on March 1, 2027. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 27, 2026, 2,773 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 August 30, 2031. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan.
F5: These RSUs vest on on March 1, 2027. The 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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 2, 2026 16:09 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 2,773 | $0.00 | $0.00 |
DisclosureSEC source: 0002056970-26-000006 · wk-form4_1772485743.xml · derivative · entry 6 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,773 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, 2,773 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, 2,773 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 16:09 UTC | UWM Holdings Corp UWMC · Entity 261 | Tax withholdingClass A Common Stock | 807 | $4.41 | $3,558.87 |
DisclosureSEC source: 0002056970-26-000006 · wk-form4_1772485743.xml · nonDerivative · entry 2 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,177 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 16:09 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 2,773 | $4.41 | $12,228.93 |
DisclosureSEC source: 0002056970-26-000006 · wk-form4_1772485743.xml · nonDerivative · entry 1 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,984 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, 2,773 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 16:05 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantRestricted Stock Units · Derivative | 4,709 | $0.00 | $0.00 |
DisclosureSEC source: 0002056970-26-000004 · wk-form4_1770671123.xml · derivative · entry 5 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,709 Underlying: Class A Common Stock · 4,709 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 on March 1, 2027. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. F4 · derivative.expiration_date: These RSUs vest on 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 17:11 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantRestricted Stock Units · Derivative | 175,439 | $0.00 | $0.00 |
DisclosureSEC source: 0002056970-26-000002 · wk-form4_1770070309.xml · derivative · entry 4 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin 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. F2 · derivative.exercise_date: These RSUs vest on August 30, 2031. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. F2 · derivative.expiration_date: These RSUs vest on August 30, 2031. The RSUs were granted pursuant to the 2020 Omnibus Incentive Plan. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 16:46 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionRestricted Stock Units · Derivative | 1,171 | $0.00 | $0.00 |
DisclosureSEC source: 0002056970-25-000005 · wk-form4_1741124783.xml · derivative · entry 5 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,171 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 28, 2025, 1,171 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 28, 2025, 1,171 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 28, 2025 Filed Mar 4, 2025 16:46 UTC | UWM Holdings Corp UWMC · Entity 261 | Tax withholdingClass A Common Stock | 403 | $6.28 | $2,530.84 |
DisclosureSEC source: 0002056970-25-000005 · wk-form4_1741124783.xml · nonDerivative · entry 2 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,211 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 28, 2025 Filed Mar 4, 2025 16:46 UTC | UWM Holdings Corp UWMC · Entity 261 | Exercise / conversionClass A Common Stock | 1,171 | $6.28 | $7,353.88 |
DisclosureSEC source: 0002056970-25-000005 · wk-form4_1741124783.xml · nonDerivative · entry 1 WOLFE ADAM A · CIK 0002056970 · EVP, CLO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,614 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 28, 2025, 1,171 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.