Welcome to our dedicated page for Armour Residential Reit SEC filings (Ticker: ARR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
ARMOUR Residential REIT, Inc. filings document a mortgage REIT that invests in a leveraged portfolio of Agency mortgage-backed securities and manages interest-rate and MBS price risk through financing, hedging and liquidity strategies. Its 8-K filings report operating results, financial-position presentations, common and preferred stock dividend announcements, and Regulation FD materials.
ARMOUR's regulatory record also covers its common stock and Series C preferred stock, REIT tax distribution framework, at-the-market equity activity, repurchases, external management arrangements with ARMOUR Capital Management LP, and annual proxy matters. Proxy and governance filings include director and compensation disclosures, equity incentive plan approvals, shareholder voting matters and related corporate governance information.
ARMOUR Residential REIT, Inc. furnished a June 2026 investor presentation under Regulation FD, providing a monthly portfolio and capital update as of May 31, 2026. The company reports a total portfolio market value of $22,198 million, with 93.8% in agency mortgage-backed securities and related positions.
Key balance sheet metrics include a common stock price of $17.15, debt‑equity of 7.9, implied leverage of 8.0, and liquidity of $1,161.9 million, representing 46% of total capital. Q1 2026 market capitalization is shown at $2,062.1 million.
For income, ARMOUR declares a June 2026 common dividend of $0.24 per share, corresponding to a 16.8% current dividend yield. Funding is primarily through repurchase agreements totaling $19,867 million, and interest rate risk is hedged with swaps totaling $15,339 million of notional, with a weighted average remaining term of 53 months and a 2.74% average rate.
ARMOUR Residential REIT, Inc. declared a June 2026 cash dividend of $0.24 per share on its common stock. The dividend will be paid on June 29, 2026 to stockholders of record as of June 15, 2026. The company notes that to maintain its REIT tax status it must distribute substantially all of its ordinary REIT taxable income, and that actual dividend levels are set at the board’s discretion based on operating results, cash flows, financial condition, capital needs and market conditions.
Armour Residential REIT director John P. Hollihan III reported compensation-related stock transactions, not open-market trading. On May 21, 2026, he exercised 1,900 units of phantom stock, converting 1,140 units into an equal number of common shares and using 760 shares to cover income taxes. The filing also notes that his holdings include 5,019 common shares previously acquired through the company’s dividend reinvestment plan.
Armour Residential REIT director Z Jamie Behar exercised phantom stock into common shares. On May 21, 2026, Behar converted 1,900 vested phantom stock units into 1,900 shares of Armour common stock, a compensation-related derivative exercise rather than an open-market trade. Following the transaction, Behar directly holds 15,444 common shares and 30,254 phantom stock units, each economically equivalent to one common share.
Armour Residential REIT director Carolyn Downey reported compensation-related stock transactions, not open-market trading. On May 21, 2026, she exercised 1,900 units of phantom stock, which are economically equivalent to common shares. She converted 950 units into 950 shares of common stock and converted the remaining 950 units into cash solely to pay income taxes on the vested stock. After these transactions, she directly owned 28,824 shares of common stock, and her phantom stock balance was 30,254 units, reflecting a routine vesting and tax-withholding event rather than a discretionary stock sale.
Armour Residential REIT director Robert C. Hain reported compensation-related stock activity. On May 21, 2026, he exercised 1,900 units of phantom stock, which are each economically equivalent to one common share. He converted 950 units into 950 shares of common stock and converted the remaining 950 units into cash solely to pay income taxes on the vested stock, a tax-withholding disposition rather than an open‑market sale. After these transactions, Hain directly holds 3,431 shares of common stock and 30,254 units of phantom stock.
Armour Residential REIT director Stewart J. Paperin reported a compensation-related equity change involving phantom stock. On May 21, 2026, he elected to convert 1,900 vested phantom stock units into 1,900 shares of Armour common stock, as described in the footnotes.
The converted shares are held indirectly through the Stewart J. Paperin Family Trust, where he has pecuniary interest and investment control, bringing that trust’s indirect common stock holdings to 11,250 shares. Paperin also holds 208 common shares directly and continues to hold 30,254 units of phantom stock after the transaction, indicating this is an exercise-and-hold style conversion rather than a sale.
Armour Residential REIT director Marc H. Bell reported exercising phantom stock awards into common shares of the company. On May 21, 2026, he converted 1,900 units of vested phantom stock into 1,900 shares of Armour common stock and separately converted 480 units into 480 shares.
According to the disclosure, each unit of phantom stock is the economic equivalent of one share of Armour common stock, so these transactions represent a shift from a cash-settled or notional form of equity compensation into actual common stock ownership. The filing shows only acquisitions and no sales or tax-related share withholdings.
Armour Residential REIT chairman Daniel C. Staton reported routine equity compensation activity. On May 21, 2026, he elected to convert 1,900 vested units of phantom stock into 1,900 shares of Armour common stock and separately converted 480 vested units into 480 common shares.
Each unit of phantom stock is the economic equivalent of one common share. The converted shares are held indirectly through DM Staton Family Limited Partnership, where Staton is both a general and limited partner and has a pecuniary interest in the shares.
Armour Residential REIT, Inc. Co-Chief Investment Officer Sergey Losyev reported compensation-related equity activity. On May 21, 2026, he elected to convert 1,500 vested phantom stock units, turning 1,219 units into the same number of common shares and converting the remaining 281 units into cash solely to pay income taxes on the vested stock.
Following these transactions, he directly holds 6,350.539 shares of common stock, including 60.539 shares in a self-directed rollover IRA, and 22,500 units of phantom stock, each economically equivalent to one common share. The Form 4 reflects an option exercise and tax-withholding disposition rather than an open-market trade.