Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dream Finders Homes, Inc.DFH · Entity 4812 | Senior VP and COO | 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 | 527,979 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Tax withholding · Disposed 13,927 · Balance 527,979 F1: Withholding of shares upon vesting by the Company to satisfy tax liability. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | Indirectby Trust | 111,245 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 111,245 F2: Shares beneficially owned by the John Douglas Moran, Jr. Revocable Trust dated November 30, 2021. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | Indirectby Trust | 382,596 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 382,596 F3: Shares beneficially owned by the Nicole L. Moran Revocable Trust dated November 30, 2021. |
| Class A common stock, par value $0.01 per shareSEC Table I · non-derivative | Indirectby Trust | 166,500 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 166,500 F4: Shares beneficially owned by the John Douglas Moran, Jr. Grantor Retained Annuity Trust dated May 30, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares upon vesting by the Company to satisfy tax liability.
F2: Shares beneficially owned by the John Douglas Moran, Jr. Revocable Trust dated November 30, 2021.
F3: Shares beneficially owned by the Nicole L. Moran Revocable Trust dated November 30, 2021.
F4: Shares beneficially owned by the John Douglas Moran, Jr. Grantor Retained Annuity Trust dated May 30, 2023.
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 17:14 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 13,927 | $42.89 | $597,329.03 |
DisclosureSEC source: 0000897069-24-000840 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527,979 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 17:09 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 48,348 | $37.86 | $1,830,455.28 |
DisclosureSEC source: 0000897069-24-000667 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 541,906 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. Read SEC document |
| March 06, 2024 Filed Mar 6, 2024 19:20 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 132,849 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000626 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590,254 F1 · shares: Restricted stock will vest in three equal annual installments beginning on March 6, 2025 and each anniversary thereof. Read SEC document |
| January 21, 2024 Filed Jan 23, 2024 17:18 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 6,064 | $33.04 | $200,354.56 |
DisclosureSEC source: 0000897069-24-000191 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 457,365 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. Read SEC document |
| January 21, 2024 Filed Jan 26, 2024 17:54 UTC Amendment | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 6,024 | $33.04 | $199,032.96 |
DisclosureSEC source: 0000897069-24-000210 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 457,405 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: Amendment filed to correct the total ownership following the transaction. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 17:22 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | SaleClass A common stock, par value $0.01 per share | 50,000 | $31.00 | $1,550,000.00 |
DisclosureSEC source: 0000897069-23-001790 · form4.xml · nonDerivative · entry 3 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 111,245 F1 · balance_after: Shares beneficially owned revised to correct a prior overstatement. F2 · ownership.direct: Shares beneficially owned by the John Douglas Moran, Jr. Revocable Trust dated November 30, 2021. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 17:22 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | SaleClass A common stock, par value $0.01 per share | 50,000 | $30.00 | $1,500,000.00 |
DisclosureSEC source: 0000897069-23-001790 · form4.xml · nonDerivative · entry 2 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 161,245 F1 · balance_after: Shares beneficially owned revised to correct a prior overstatement. F2 · ownership.direct: Shares beneficially owned by the John Douglas Moran, Jr. Revocable Trust dated November 30, 2021. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 17:22 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | SaleClass A common stock, par value $0.01 per share | 25,000 | $29.00 | $725,000.00 |
DisclosureSEC source: 0000897069-23-001790 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 211,245 F1 · balance_after: Shares beneficially owned revised to correct a prior overstatement. F2 · ownership.direct: Shares beneficially owned by the John Douglas Moran, Jr. Revocable Trust dated November 30, 2021. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 16:57 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | SaleClass A common stock, par value $0.01 per share | 25,000 | $28.00 | $700,000.00 |
DisclosureSEC source: 0000897069-23-001742 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Plan reported Ownership: Indirect · by Trust Disclosed balance after: 344,764 F1 · ownership.direct: Shares beneficially owned by the John Douglas Moran, Jr. Revocable Trust dated November 30, 2021. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 17:10 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | SaleClass A common stock, par value $0.01 per share | 80,000 | $24.68 | $1,974,160.00 |
DisclosureSEC source: 0000897069-23-000789 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,898 F1 · price: The price reported in Column 4 is a weighted average price. The actual sale prices for these transactions ranged from $24.39 to $25.005. The reporting person will provide the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 01, 2023 Filed Sep 5, 2023 16:50 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | Tax withholdingClass A common stock, par value $0.01 per share | 8,618 | $13.25 | $114,188.50 |
DisclosureSEC source: 0000897069-23-001352 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,280 F1 · kind: Withholding of shares upon vesting by the Company to satisfy tax liability. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 10:14 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 368,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004785 · doc1.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,898 F1 · shares: Restricted stock will vest in three equal annual installments beginning on March 8, 2024 and each anniversary thereof. Read SEC document |
| March 08, 2023 Filed Apr 11, 2023 17:31 UTC Amendment | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 368,603 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000259 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,898 F1 · shares: Restricted stock will vest in three equal annual installments beginning on March 8, 2024 and each anniversary thereof. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 19:07 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 106,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008139 · doc1.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,295 F1 · shares: Restricted stock will vest in three equal annual installments beginning on April 1, 2023 and each anniversary thereof. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 17:45 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | GrantClass A common stock, par value $0.01 per share | 72,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-003144 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 887,605 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 17:12 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | PurchaseClass A common stock, par value $0.01 per share | 60,000 | $13.00 | $780,000.00 |
DisclosureSEC source: 0001140361-21-002362 · form4.xml · nonDerivative · entry 2 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815,490 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 17:12 UTC | Dream Finders Homes, Inc. DFH · Entity 4812 | OtherClass A common stock, par value $0.01 per share | 755,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-002362 · form4.xml · nonDerivative · entry 1 Moran Doug · CIK 0001841133 · Senior VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,490 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.