Builders FirstSource insider sells 1,250 shares; donates 370 to donor-advised fund

Rhea-AI Filing Summary

Builders FirstSource (BLDR) Form 4 summary: Timothy D. Johnson, EVP & General Counsel and officer of Builders FirstSource, reported sales and a gift of common stock on 08/22/2025. He sold 1,250 shares in multiple trades at a weighted-average price of $144.85 per share, reducing his direct holdings to 73,521 shares. He also made a gift of 370 shares to a donor-advised fund, leaving 73,151 shares beneficially owned after the transactions. The filing includes an explanation that trade prices ranged from $144.83 to $144.87 and that additional trade-level details will be provided upon request.

Positive

• None.

Negative

• Insider sale: Reporting person sold 1,250 shares at a weighted-average price of $144.85, reducing direct holdings to 73,521 shares.
• Gift to donor-advised fund: 370 shares were donated, further reducing beneficial ownership to 73,151 shares.

Insights

Corporate Governance Expert

TL;DR: Insider sold a small portion of holdings and made a charitable gift; routine disclosure with limited governance implications.

The Form 4 shows an officer-level insider executing an open-market sale of 1,250 shares and donating 370 shares to a donor-advised fund. The sale represents a fractional reduction of the officer's total reported holdings and is disclosed with price range detail and a weighted-average price. No option exercises, loans, or derivative activity are reported. From a governance standpoint, this is a standard Section 16 disclosure and does not indicate a change in control or a material shift in ownership.

Securities Analyst

TL;DR: Transaction is a routine insider sale and charitable gift; limited direct impact on company valuation.

The filing documents a sale at a weighted-average price of $144.85 and a 370-share gift to a donor-advised fund. The sale prices ranged narrowly ($144.83–$144.87), suggesting execution over multiple trades on the same day. The insider retains a large majority of prior holdings (over 73k shares), so the transactions are unlikely to materially affect float or signal a significant change in insider sentiment based solely on this Form 4.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Johnson Timothy D

(Last) (First) (Middle)

C/O BUILDERS FIRSTSOURCE, INC.

6031 CONNECTION DR., STE. 400

(Street)

IRVING TX 75039

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Builders FirstSource, Inc. [ BLDR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & General Counsel

3. Date of Earliest Transaction (Month/Day/Year)
08/22/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock, par value $0.01 per share	08/22/2025		S		1,250	D	$144.85(1)	73,521	D
Common Stock, par value $0.01 per share	08/22/2025		G(2)		370	D	$0.00	73,151	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction was executed in multiple trades at prices ranging from $144.83 to $144.87 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request by the SEC staff, the issuer, or a security holder of the issuer.

2. Reflects the gift of common stock to a donor advised fund.

	/s/ Minator Azemi, by power of attorney	08/26/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Timothy D. Johnson report on the BLDR Form 4?

He reported a sale of 1,250 shares at a weighted-average price of $144.85 and a gift of 370 shares to a donor-advised fund on 08/22/2025.

How many BLDR shares does the reporting person own after the transactions?

73,151 shares beneficially owned following the reported sale and gift.

At what prices were the BLDR shares sold?

Trades executed between $144.83 and $144.87; the filing reports a weighted-average sale price of $144.85.

Was the gift to a donor-advised fund disclosed on the Form 4?

Yes. The filing explicitly states that 370 shares were gifted to a donor-advised fund.

Does the Form 4 show any derivative or option transactions?

No. Table II for derivative securities contains no reported transactions.