Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dream Finders Homes, Inc.DFH · Entity 4812 | VP, GC and Corporate Secretary | April 01, 2024 | April 03, 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.
Dream Finders Homes, Inc.
Report date April 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 32,591 |
Reported balance
After 2024-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-01 · Tax withholding · Disposed 213 · Balance 32,591 F1: Withholding of shares upon vesting by the Company to satisfy tax liability. F2: Includes 3,125 shares held in a 401(k) account. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares upon vesting by the Company to satisfy tax liability.
F2: Includes 3,125 shares held in a 401(k) account.
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 |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 3, 2024 17:19 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 213 | $42.89 | $9,135.57 |
DisclosureSEC source: 0000897069-24-000844 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,591 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 17:02 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 425 | $37.86 | $16,090.50 |
DisclosureSEC source: 0000897069-24-000661 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,804 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| March 06, 2024 Filed Mar 6, 2024 19:18 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 3,189 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000624 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,229 F1 · shares: The restated stock will vest in three equal annual installments beginning on March 6, 2025 and each anniversary thereof. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| January 21, 2024 Filed Jan 23, 2024 17:14 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 195 | $33.04 | $6,442.80 |
DisclosureSEC source: 0000897069-24-000187 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,035 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. F3 · balance_after: The Form 4 filed on August 5, 2023 reported that 414 shares were withheld by the Company upon vesting. The Company withheld 214 shares upon vesting in this transaction. This total has been corrected on this Form 4. Read SEC document |
| January 21, 2024 Filed Jan 26, 2024 17:52 UTC Amendment | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 190 | $33.04 | $6,277.60 |
DisclosureSEC source: 0000897069-24-000208 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,040 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. F2 · shares: Amendment filed to correct the number of shares withheld. F3 · balance_after: Includes 3,125 shares held in a 401(k) account. F4 · balance_after: Amendment filed to correct the total ownership following the transaction Read SEC document |
| October 03, 2023 Filed Oct 3, 2023 16:48 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GiftClass A common stock, par value $0.01 per share | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-001416 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,030 F1 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| August 10, 2023 Filed Sep 5, 2023 16:58 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GiftClass A common stock, par value $0.01 per share | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-001359 · form4.xml · nonDerivative · entry 3 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,965 F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| April 01, 2023 Filed Sep 5, 2023 16:58 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 414 | $13.25 | $5,485.50 |
DisclosureSEC source: 0000897069-23-001359 · form4.xml · nonDerivative · entry 2 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,965 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 10:04 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 5,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004781 · doc1.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,569 F1 · price: The restated stock will vest in three equal annual installments beginning on March 8, 2024 and each anniversary thereof. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| January 21, 2023 Filed Sep 5, 2023 16:58 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 190 | $10.75 | $2,042.50 |
DisclosureSEC source: 0000897069-23-001359 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,379 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 19:09 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 2,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008141 · doc1.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,324 F1 · price: The restated stock will vest in three equal annual installments beginning on April 1, 2023 and each anniversary thereof. F2 · balance_after: Includes 3,125 shares held in a 401(k) account. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 17:10 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 1,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-003099 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,563 F1 · shares: This restricted stock award was granted to the reporting person on January 29, 2021 pursuant to Dream Finders Homes, Inc.'s 2021 Equity Incentive Plan. Such shares of Class A common stock of Dream Finders Homes, Inc. will vest in three equal annual installments beginning on January 21, 2022 and each anniversary thereof. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 17:05 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | PurchaseClass A common stock, par value $0.01 per share | 1,000 | $13.00 | $13,000.00 |
DisclosureSEC source: 0001140361-21-002356 · form4.xml · nonDerivative · entry 2 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,640 F2 · shares: The reporting person purchased these shares of Class A Common Stock through the reserved share program conducted in connection with the initial public offering of Issuer. Read SEC document |
| January 25, 2021 Filed Jan 27, 2021 17:05 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | OtherClass A common stock, par value $0.01 per share | 18,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-002356 · form4.xml · nonDerivative · entry 1 Riva Robert E. · CIK 0001841134 · VP, GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,640 F1 · kind: Such shares of Class A common stock ("Class A Common Stock") of Dream Finders Homes, Inc. ("Issuer") were received in connection with the closing of the initial public offering of Issuer in exchange for previously held interests in Dream Finders Holdings LLC, pursuant to that certain Agreement and Plan of Merger, dated as of January 20, 2021, by and among Issuer, Dream Finders Holdings LLC and DFH Merger Sub LLC. F1 · price: Such shares of Class A common stock ("Class A Common Stock") of Dream Finders Homes, Inc. ("Issuer") were received in connection with the closing of the initial public offering of Issuer in exchange for previously held interests in Dream Finders Holdings LLC, pursuant to that certain Agreement and Plan of Merger, dated as of January 20, 2021, by and among Issuer, Dream Finders Holdings LLC and DFH Merger Sub LLC. 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.