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Armour Residential REIT director Stewart J. Paperin received a grant of 17,140 units of phantom stock as equity compensation. Each phantom unit is the economic equivalent of one share of Armour common stock and will convert into common shares within 30 days after vesting.
The award vests in 857-unit installments beginning on May 20, 2026, with additional vesting on each August 20, November 20, February 20 and May 20 through February 20, 2031. After this grant, Paperin holds 32,154 units of phantom stock. Unvested phantom stock fully vests upon death, disability, or a change in control, but is generally forfeited if service ends before vesting, subject to specific retirement conditions.
HOLLIHAN JOHN P III reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT director John P. Hollihan III received a grant of 17,140 units of phantom stock, each economically equivalent to one share of Armour common stock. This compensation award was granted at a price of $0.00 per unit and brings his total phantom stock holdings to 32,154 units.
The phantom shares vest over a five-year, time-based schedule, beginning with 857 units vesting on May 20, 2026, and additional 857-unit installments vesting on each following August 20, November 20, February 20 and May 20 through February 20, 2031. Unvested phantom stock fully vests upon death, disability, or a change in control, and may be retained upon certain retirements under a “rule of 70” condition.
Hain Robert C reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT director Robert C. Hain received a grant of 17,140 units of phantom stock. These awards were granted at no cost and are economically equivalent to Armour common shares.
The phantom stock will vest over five years in 857-unit installments starting on May 20, 2026, then every February 20, May 20, August 20, and November 20 through February 20, 2031. Upon each vesting, Hain is entitled to receive an equal number of Armour common shares within 30 days, and he will also receive dividend-equivalent payments in cash or additional shares. After this grant, he holds a total of 32,154 phantom stock units.
Downey Carolyn reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT director Carolyn Downey received a grant of 17,140 phantom stock units. These units were awarded at no cash cost under Armour’s Fourth Amended and Restated 2009 Stock Incentive Plan and increase her phantom stock holdings to 32,154 units.
The phantom stock vests over a five-year, time-based schedule. Beginning on May 20, 2026, 857 units vest on each May 20, August 20, November 20, and February 20 through February 20, 2031, when all 17,140 units are scheduled to be fully vested.
Each phantom unit is economically equal to one share of Armour common stock. Within 30 days of vesting, Downey will receive the same number of common shares. She will also receive dividend equivalents for each unit in cash or, at her election, additional shares. Unvested units fully vest on death, disability, or a change in control, but are generally forfeited on termination unless certain retirement conditions are met.
Behar Z Jamie reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT director Z. Jamie Behar received a grant of 17,140 units of phantom stock as compensation. These awards were granted at no cost and each unit is economically equivalent to one share of Armour common stock.
The phantom stock vests over five years under a time-based schedule. Beginning on May 20, 2026, 857 phantom shares vest, with an additional 857 vesting on each following August 20, November 20, February 20, and May 20, through February 20, 2031. After this grant, Behar holds 32,154 phantom stock units.
Upon vesting, the director is entitled to receive an equal number of Armour common shares within 30 days and, in the meantime, receives dividend equivalents in cash or additional common shares. Unvested awards fully vest upon death, disability, or a change in control, but are otherwise forfeited on termination except under specified retirement conditions.
BELL MARC H reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT, Inc. director Marc H. Bell reported a compensation-related award of 17,140 units of phantom stock. Each phantom stock unit is the economic equivalent of one share of Armour common stock and will settle in an equal number of shares after vesting.
The grant vests over five years under a time-based schedule: 857 phantom shares vest beginning on May 20, 2026, with an additional 857 vesting on each following August 20, November 20, February 20 and May 20 through February 20, 2031. After this date, all 17,140 units will have vested, assuming service-based conditions are met.
The filing notes accelerated vesting upon death, disability, or a change in control, and potential continued vesting in certain retirement or resignation scenarios when age and service conditions are satisfied. Following this award, Bell directly holds 34,624 units of phantom stock. The reporting person is also entitled to dividend equivalents in cash or stock on each phantom share.
ARMOUR Residential REIT, Inc. furnished a May 2026 monthly update presentation under Regulation FD, outlining its mortgage-backed securities portfolio, leverage and liquidity. The total portfolio had a market value of $21.7 billion, with 93.7% in agency mortgage-backed securities and related positions.
The update shows a common stock price of $17.54, a debt‑equity ratio of 7.9 and implied leverage of 8.2. Liquidity was $1,188.5 million, representing 49% of total capital, and Q1 2026 market capitalization was $2,062.1 million. The May 2026 common dividend was $0.24 per share, implying a stated dividend yield of 16.4%.
ARMOUR Residential REIT, Inc. reported that stockholders approved its Fourth Amended and Restated 2009 Stock Incentive Plan, increasing by 1,000,000 the shares of common stock authorized for issuance under the prior plan. The earlier plan allowed grants of up to 800,000 shares, with 3,506 shares remaining available as of March 19, 2026.
At the April 30, 2026 annual meeting, all eight director nominees were elected and Deloitte & Touche LLP was ratified as independent auditor for 2026. Stockholders approved 2025 executive compensation by advisory vote and supported holding future say-on-pay votes every year, a frequency the company intends to follow. In total, 83,300,043 of 122,767,466 shares outstanding as of the March 6, 2026 record date were represented, providing a quorum.
ARMOUR Residential REIT Inc Schedule 13G filing shows Vanguard Portfolio Management reports beneficial ownership of 6,713,586 shares, representing 5.46% of common stock. The filing states Vanguard exercises sole dispositive power over these shares while voting power is limited to 43,407 shares and holdings include shares managed for Vanguard funds and client accounts.
BlackRock, Inc. reports beneficial ownership of 17,137,895 shares (14.0%) of ARMOUR RESIDENTIAL REIT INC as of 03/31/2026. The filing is an Amendment No. 8 to a Schedule 13G/A and lists sole voting power of 16,949,728 and sole dispositive power of 17,137,895. The report names iShares Core S&P Small-Cap ETF as a holder with more than 5%.