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.
Daniel C. Staton, Chairman and a director of ARMOUR Residential REIT, Inc. (ARR), converted vested phantom stock into common shares on August 21, 2025. He elected to convert 520 vested units into 520 shares and 480 vested units into 480 shares, each unit being the economic equivalent of one ARMOUR common share. Following those conversions the filing reports beneficial ownership totals of 27,780 shares (indirect) and 28,260 shares (indirect) on the two non-derivative reporting lines, reflecting holdings through DM Staton Family Limited Partnership.
The filing also shows derivative holdings changes: the conversions reduced phantom stock balances and resulted in reported derivative beneficial ownership of 7,670 shares (direct) and 7,190 shares (direct) in Table II. Footnotes state the reporting person is a general and limited partner of DM Staton Family Limited Partnership and has a pecuniary interest in the partnership's shares. The Form 4 is signed by Mr. Staton on August 22, 2025.
HOLLIHAN JOHN P III reported disposition transactions in this Form 4 filing.
Armour Residential REIT, Inc. director John P. Hollihan III reported activity on August 21, 2025 involving 520 units of phantom stock. Footnotes state that 312 units were converted into 312 shares of common stock, while 208 units were settled in cash solely to pay income taxes, with 208 shares of common stock delivered at $14.81 per share to satisfy the tax liability. After these transactions, he directly holds 13,133 shares of Armour Residential common stock and 3,740 units of phantom stock.
Armour Residential REIT, Inc. director Marc H. Bell elected on August 21, 2025 to convert 520 and 480 vested phantom stock units into an equal number of common shares at $0.00 per share. Each phantom stock unit is the economic equivalent of one common share. After these conversions, he directly holds 23,838 common shares and 7,190 phantom stock units.
Macauley Desmond, Co-Chief Investment Officer of ARMOUR Residential REIT, Inc. (ARR), reported transactions on 08/21/2025 involving vested phantom stock. The filing shows a conversion election where 1,124 of 1,500 vested phantom stock units were converted into 1,124 shares of ARMOUR common stock and the remaining 376 vested phantom units were converted to cash to cover income taxes. The Form 4 tables list a separate reported acquisition of 1,500 common-stock-equivalent units and a disposition of 376 shares at $14.81 per share. Beneficial ownership figures reported on the form show 3,610 shares following one reported transaction line and 3,234 shares following the reported disposition line. The filing notes the phantom units are economically equivalent to common shares and relates to a five-year vesting award previously reported.
Armour Residential REIT, Inc.'s Co-Chief Investment Officer Sergey Losyev reported transactions on August 21, 2025 involving vested phantom stock. He exercised 1,500 units of phantom stock, with 1,226 units converted into common shares and 274 units converted into cash to cover income taxes. Separately, a tax-withholding disposition delivered 274 common shares at $14.81 per share. After these transactions, Losyev directly holds 2,505.539 shares of Armour common stock, including 60.539 shares in a self-directed rollover IRA, where 7.695 shares were acquired through dividend reinvestment. Each unit of phantom stock is the economic equivalent of one share of Armour common stock.
Scott J. Ulm, CEO and director of ARMOUR Residential REIT, Inc. (ARR), converted vested phantom stock into common shares and cash on August 21, 2025. He elected to convert 2,028 vested phantom units into 2,028 shares of ARMOUR common stock and to convert 1,352 vested phantom units into cash to cover withholding taxes. The conversions increased his direct common stock holdings by 3,380 shares to 72,126 shares in total; separately, a reported disposition of 1,352 shares at $14.81 reduced a reported beneficial holding to 70,774 shares in one entry, while Table II shows 3,380 underlying shares from phantom-stock conversion, leaving 43,630 derivative shares outstanding. Each phantom unit equals one share of common stock as disclosed.
Carolyn Downey, a director of ARMOUR Residential REIT, Inc. (ARR), reported transactions on August 21, 2025. She converted 520 vested units of phantom stock, which are each economically equivalent to one share of ARMOUR common stock. Of the 520 vested units, she elected to convert 260 units into 260 shares of common stock and elected to convert the remaining 260 units into cash solely to pay income taxes on the vested stock. The Form 4 shows a net issuance event that increased her recorded common stock holdings to 23,368 shares before a reported disposition of 260 shares at a price of $14.80, leaving 23,108 shares beneficially owned. The filing also reports 3,740 phantom stock units beneficially owned following the transactions. This disclosure reflects a routine equity compensation conversion and cash election to satisfy tax obligations.
Armour Residential REIT insider transaction summary: On 08/21/2025, Gordon Harper, the company CFO and a director, converted 2,699 vested units of phantom stock into 2,699 shares of ARMOUR common stock and elected to receive cash for the remaining 1,301 vested phantom stock units to cover income taxes. The cash conversion for 1,301 shares was executed at a price of $14.81 per share, and the conversion created 4,000 shares in total from the phantom units. After these transactions, Harper beneficially owned 66,600 shares of common stock.
ARMOUR Residential REIT, Inc. (ARR) reported on an 8-K that on August 15, 2025 it produced a presentation providing updates on its financial position, business and operations. The presentation is attached as Exhibit 99.1 and is furnished under Item 7.01; the company states the exhibit is furnished and not filed and will not be deemed filed unless expressly incorporated by reference in a future filing. The report also references Item 9.01 regarding exhibits.
ARMOUR Residential REIT, Inc. disclosed a Regulation FD press release announcing an updated estimated book value and attached that press release as Exhibit 99.1 to this Form 8-K. The filing states the company issued a press release announcing the updated estimated book value and expressly incorporates that press release by reference as an exhibit. The 8-K lists the registrant's securities (Common Stock: ARR; Preferred Stock Series C: ARR-PRC) and is signed by the Chief Financial Officer, Gordon M. Harper. The filing itself does not include the text of the press release in the body of the report.