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. (ARR) reported an insider equity transaction by its Co-Chief Investment Officer. On 11/21/2025, the officer converted 1,500 units of vested phantom stock into equity and cash. A total of 1,215 phantom stock units were converted into 1,215 shares of common stock, while 285 units were settled in cash solely to pay income taxes on the vested stock.
Following these transactions, the officer directly owned 3,720.539 shares of ARMOUR common stock and 25,500 units of phantom stock. Of the directly owned shares, 60.539 are held in a self-directed rollover IRA account, including 7.695 shares acquired through dividend reinvestment.
Armour Residential REIT, Inc. (ARR) director Stewart J. Paperin reported an insider equity transaction. On November 21, 2025 he converted 540 shares of vested phantom stock into 540 shares of ARR common stock at a price of $0 per share. Each phantom stock unit is the economic equivalent of one share of ARR common stock.
Following this transaction, he held 3,200 shares of ARR common stock directly and 6,386 shares indirectly through the Stewart J. Paperin Family Trust, over which he has pecuniary interest and investment control. The filing indicates this conversion relates to phantom stock awards that vest over five-year periods previously reported in earlier Form 4 filings.
Armour Residential REIT, Inc. (ARR) director Z. Jamie Behar reported an insider equity transaction. On 11/21/2025, the reporting person converted 540 vested phantom stock units into 540 shares of Armour common stock at a price of $0 for the derivative security itself. After the transaction, the director beneficially owned 12,501 shares of common stock directly and 3,200 phantom stock units.
Each unit of phantom stock is the economic equivalent of one share of Armour common stock, and the phantom stock units relate to awards vesting over five-year periods that were previously disclosed in earlier filings.
Armour Residential REIT (ARR) CEO and director Scott J. Ulm reported equity-based compensation activity. On November 21, 2025, he exercised 3,380 units of phantom stock into an equivalent number of common shares at an exercise price of $0 per share. Phantom stock is structured so that each unit is economically equivalent to one share of common stock.
Of these vested phantom units, he chose to receive 2,028 shares of ARR common stock and to convert the remaining 1,352 shares into cash solely to cover income taxes, reflected as a disposition at $16.31 per share. After these transactions, he directly owned 72,802 shares of common stock and 40,250 phantom stock units, indicating continued alignment with shareholders through meaningful equity exposure.
Armour Residential REIT, Inc. (ARR) reported an insider equity transaction by its Chairman of the Board and officer, Daniel C. Staton. On November 21, 2025, he elected to convert 540 vested phantom stock units into 540 shares of ARMOUR common stock and separately converted 500 vested phantom stock units into 500 common shares, both at a price of $0 per share.
Following these transactions, 28,800 common shares were held indirectly and 29,300 common shares were held indirectly, in each case through DM Staton Family Limited Partnership, where he is both a general and limited partner. The phantom stock units are economically equivalent to ARMOUR common stock and generally vest over five-year periods.
ARMOUR Residential REIT, Inc. (ARR) furnished an investor presentation under Regulation FD. The presentation, attached as Exhibit 99.1, provides updates on the company’s financial position, business, and operations.
The materials are furnished under Item 7.01 and are not deemed filed unless specifically incorporated by reference. The company lists its Common Stock (ARR) and 7.00% Series C Preferred (ARR-PRC) as traded on the NYSE.
ARMOUR Residential REIT (ARR) furnished an investor presentation under Item 7.01 (Reg FD). The presentation, attached as Exhibit 99.1, provides updates on the company’s financial position, business and operations. As a furnished exhibit, it is not deemed filed under the Exchange Act unless expressly incorporated by reference.
ARMOUR Residential REIT (ARR) reported stronger Q3 2025 results. Net income was $159.3M, with net income available to common stockholders of $156.3M, or $1.49 diluted EPS. Net interest income improved to $38.5M as interest income rose while funding costs remained elevated. Other income reflected a $177.1M gain on Agency Securities, partly offset by a $(49.3)M loss on derivatives.
Total assets were $19.36B and stockholders’ equity was $2.13B. The portfolio included Agency Securities of $17.81B and U.S. Treasuries of $251.6M. Repurchase agreements totaled $16.56B at a 4.39% weighted average rate and 14-day average maturity.
Common shares outstanding were 111,898 as of September 30, 2025. During the nine months, ARR raised equity via its ATM ($575.6M net for 32.29M shares) and an August 2025 offering ($298.6M net for 18.5M shares), and repurchased 1.35M shares for $19.9M. Common dividends were $0.72 for the quarter.
ARMOUR Residential REIT, Inc. reported that it furnished an Item 2.02 update with a press release announcing its unaudited Q3 results and financial position as of September 30, 2025. The press release is included as Exhibit 99.1.
The company noted that the information furnished under Item 2.02, including Exhibit 99.1, is not deemed filed for purposes of the Exchange Act. The filing also lists its NYSE‑traded securities: common stock under ARR and 7.00% Series C preferred under ARR‑PRC.
ARMOUR Residential REIT, Inc. declared a cash dividend of $0.24 per share for holders of its common stock for November 2025. Shareholders of record on November 17, 2025 will receive payment on November 28, 2025. The company furnished a press release as Exhibit 99.1.