Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UWM Holdings CorpUWMC · Entity 261 | Director | October 31, 2024 | November 04, 2024 |
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 October 31, 2024 · Filed November 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,946 |
Reported balance
After 2024-10-31 transaction · row 1
1 source rowRow 1 · 2024-10-31 · Grant · Acquired 3,782 · Balance 10,946 F1: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant.
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 |
|---|---|---|---|---|---|---|
| October 31, 2024 Filed Nov 4, 2024 16:27 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 3,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001841778-24-000002 · wk-form4_1730755619.xml · nonDerivative · entry 1 Czubak Kelly · CIK 0001841778 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,946 F1 · price: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 15:00 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001841778-23-000003 · wk-form4_1686337197.xml · nonDerivative · entry 1 Czubak Kelly · CIK 0001841778 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,164 F1 · shares: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. Read SEC document |
| November 21, 2022 Filed Nov 23, 2022 13:49 UTC | UWM Holdings Corp UWMC · Entity 261 | PurchaseClass A Common Stock | 2,439 | $4.10 | $9,987.71 |
DisclosureSEC source: 0001841778-22-000004 · wf-form4_166922932586192.xml · nonDerivative · entry 1 Czubak Kelly · CIK 0001841778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,316 Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 16:18 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001841778-22-000002 · wf-form4_165489231246510.xml · nonDerivative · entry 1 Czubak Kelly · CIK 0001841778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,877 F1 · kind: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. Read SEC document |
| April 02, 2021 Filed Apr 6, 2021 17:48 UTC | UWM Holdings Corp UWMC · Entity 261 | GrantClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001783398-21-000023 · wf-form4_161774562737397.xml · nonDerivative · entry 1 Czubak Kelly · CIK 0001841778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · kind: Represents the annual equity award to non-employee directors; shares were awarded under the the 2020 Omnibus Incentive Plan and were fully vested upon grant. 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.