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 that director and Chairman of the Board Daniel C. Staton converted vested phantom stock units into common shares on August 21, 2026. He exercised 1,900 units of phantom stock into 1,900 shares of common stock and separately exercised 480 units into 480 common shares, with each phantom stock unit being the economic equivalent of one share of Armour common stock. The derivative positions (phantom stock) were disposed of as they were converted, and the resulting common shares are held indirectly through DM Staton Family Limited Partnership, in which Mr. Staton is both a general partner and a limited partner with a pecuniary interest in the shares.
Armour Residential REIT, Inc. (ARR) reported that Co-Chief Investment Officer Sergey Losyev exercised 4,000 units of phantom stock on August 21, 2026. Each phantom unit is the economic equivalent of one share of common stock. He converted 2,882 units into 2,882 shares of common stock and converted the remaining 1,118 units into cash solely to pay income taxes on the vested stock. Following the transaction, he held 68,500 phantom stock units. Separately, 60.539 common shares are held in his self-directed rollover IRA account, of which 7.695 shares were acquired through dividend reinvestment since March 28, 2024.
Armour Residential REIT, Inc. (ARR) reported that Co-Chief Investment Officer Desmond Macauley converted phantom stock into common shares on August 21, 2026. He exercised 4,000 units of phantom stock, receiving 2,665 shares of common stock and converting 1,335 units into cash solely to pay income taxes on the vested stock. Following the transaction, he held 68,500 units of phantom stock directly.
Armour Residential REIT, Inc. (ARR) reported that its CFO, Gordon Harper, elected on August 21, 2026 to convert 7,750 units of vested phantom stock, each economically equivalent to one share of common stock. According to the footnotes, 4,956 units were converted into 4,956 shares of ARR common stock, while the remaining 2,794 units were converted into cash solely to pay income taxes on the vested stock. A related Form 4 entry also shows 2,794 shares of common stock disposed of at $16.32 per share to satisfy income tax obligations. After these transactions, 121,850 units of phantom stock remained credited to Harper.
Armour Residential REIT, Inc. (ARR) CEO Scott Ulm reported transactions involving 10,880 units of phantom stock, each economically equivalent to one share of common stock. On August 21, 2026, he converted 6,528 phantom units into the same number of common shares and converted the remaining 4,352 units into cash solely to pay income taxes on the vested stock, reflected as a Code F disposition of 4,352 shares at $16.32 per share. After these actions, he held 172,610 phantom stock units directly.
ARMOUR Residential REIT, Inc. provides an August 2026 portfolio update showing a leveraged agency mortgage-backed securities strategy. The investment portfolio totals $21,931 million, with agency assets comprising 94.6% and 30-year fixed-rate pools 88.9% of the portfolio by market value. Repo funding is $19,309 million, largely short-term, with 48.2% from affiliated BUCKLER Securities LLC. Debt-equity leverage is 7.6x, and implied leverage is 7.9x. Liquidity is $1,272.5 million, equal to 50% of total capital. Common stock trades at $16.47, with an August 2026 monthly dividend of $0.24 per share and a stated current dividend yield of 17.5%. Interest rate swaps total $16,514 million notional with a weighted average remaining term of 52 months and average pay rate of 2.83%, used to manage interest rate risk.
Vanguard Capital Management, together with certain affiliates, reports beneficial ownership of common stock of ARMOUR Residential REIT Inc. As of June 30, 2026, Vanguard Capital Management beneficially owned 6,567,323 shares, representing 5.29% of the class. It holds sole voting power over 974,162 shares and sole dispositive power over 6,567,323 shares, with no shared voting or dispositive power reported.
The filing notes that the position reflects securities over which Vanguard Capital Management LLC and specified affiliates or business divisions exercise dispositive and/or voting power, including securities held by Vanguard funds and managed client accounts. Vanguard-related entities have the right to receive or direct dividends and sale proceeds, but no single other person’s interest exceeds 5% of the class.
BlackRock, Inc. filed an amended Schedule 13G reporting a significant ownership position in ARMOUR RESIDENTIAL REIT INC common stock. BlackRock reported beneficial ownership of 19,809,053 shares, representing 16.0% of the outstanding common stock. As of June 30, 2026, BlackRock had sole voting power over 19,568,564 shares and sole dispositive power over 19,809,053 shares, with no shared voting or dispositive power. The filing explains that these securities are beneficially owned or deemed beneficially owned by certain BlackRock business units. It also notes that iShares Core S&P Small-Cap ETF has an interest in more than five percent of ARMOUR RESIDENTIAL REIT INC’s outstanding common stock.
ARMOUR Residential REIT, Inc. expanded its equity distribution capacity by entering into Amendment No. 8 to its Equity Sales Agreement, increasing by 25,000,000 the shares of common stock that may be offered under its at the market offering program. Under the Amended Sales Agreement, ARMOUR may, from time to time, issue and sell up to 25,544,352 shares of common stock through or to its designated sales agents pursuant to a prospectus supplement under its effective shelf registration statement on Form S-3.
Separately, ARMOUR filed Articles of Amendment in Maryland to raise authorized common stock from 175,000,000 to 250,000,000 shares, effective July 23, 2026. The company also provided an updated summary of material U.S. federal income tax considerations for its REIT structure and its stockholders, which replaces prior summaries in its Form S-3 registration statement and related prospectuses to the extent inconsistent.
ARMOUR Residential REIT, Inc. is expanding its equity sales capacity through an amended at-the-market program for up to 25,544,352 shares of common stock, offered from time to time through multiple sales agents, including affiliated broker-dealer BUCKLER Securities LLC. Assuming all shares are issued, common stock outstanding would be 167,097,398 shares. The company will pay the agents a commission of up to 2.0% of the gross sales price per share, with sales deemed “at the market offerings” under Rule 415.
Net proceeds are expected to be used primarily to acquire additional mortgage-backed securities and other mortgage-related assets consistent with ARMOUR’s REIT strategy, though funds may also support general corporate purposes and, prior to full deployment, may be used to pay monthly dividends. ARMOUR has declared common dividends of $0.24 per share for July and August 2026 and Series C preferred dividends of $0.14583 per share for July, August and September 2026. As a REIT, ARMOUR limits any stockholder’s ownership to 9.8% of common stock or aggregate capital stock, subject to board-approved waivers.