Dream Finders Homes filings document the company's homebuilding operations, financial services activities, governance, and capital structure as a public builder of single-family homes. Its 8-K reports include operating and financial results, Regulation FD shareholder communications, material agreements, share repurchase activity, and other corporate events tied to DFH's homebuilding and title, mortgage, and underwriting services.
DFH's proxy materials disclose board matters, shareholder voting items, executive compensation, equity awards, and related governance information. Capital-structure filings include disclosure on Class A common stock repurchases and senior unsecured notes, including indenture terms, guarantees, interest provisions, maturity, and redemption mechanics.
Dream Finders Homes, Inc. outlines its expected capital structure following the planned merger in which Bulldogs Merger Sub, Inc. will merge with Beazer Homes USA, Inc., leaving Beazer as a wholly owned subsidiary. The company expects to maintain its existing unsecured revolving credit facility with aggregate commitments of $1.5 billion, including a $25 million letter-of-credit sub-facility, with an accordion feature permitting an increase in commitments up to $2.0 billion subject to additional lender commitments and customary conditions.
Total senior unsecured notes outstanding on a consolidated basis are expected to be about $1.3 billion, including Dream Finders’ 8.250% 2028 and 6.875% 2030 notes (a combined $600 million as of June 30 2026) and Beazer’s 7.500% 2031 and 8.000% 2032 notes (a combined $650 million as of June 30 2026), after an anticipated redemption of Beazer’s 7.250% 2029 notes in the amount of $350 million. The company expects approximately $80 million of junior subordinated notes and about $675 million of redeemable preferred stock outstanding, including roughly $225 million to refinance its Series A Convertible Preferred Stock and about $450 million to be issued in connection with the merger. It states it was in compliance with debt covenants as of June 30 2026 and expects to remain in compliance at and following the merger, while cautioning that financing terms and other forward‑looking elements may change.
Dream Finders Homes, Inc. plans to redeem all outstanding shares of its Series A Convertible Preferred Stock. The company stated it will redeem 150,000 preferred shares on September 14, 2026 at a redemption price of $1,028.50 per share, for a cumulative redemption amount of approximately $154.3 million. The company clarified that this disclosure does not itself serve as the formal notice of redemption, which will be provided separately to holders of the preferred shares.
Dream Finders Homes, Inc. director Richard Beckwitt reported three open-market purchases of Class A common stock. On August 11, 2026 he purchased 70,000 shares at a weighted average price of $13.95 per share, with prices ranging from $13.67–$14.48. On August 12, 2026 he purchased 8,000 shares at a weighted average price of $13.83, with prices from $13.81–$13.86. On August 13, 2026 he purchased 12,000 shares at a weighted average price of $14.80, with prices from $14.68–$14.88. All transactions were reported as directly owned and were not made under a Rule 10b5-1 trading plan.
Dream Finders Homes, Inc. has an updated ownership report from investor Lovett William Radford on its Class A common stock. He is deemed to beneficially own 3,213,232 shares, representing 9.7% of this class. This amount includes 3,190,883 shares held by the W. Radford Lovett II GST Exempt Trust, for which he is sole trustee and where he disclaims beneficial ownership except for any pecuniary interest. He reports sole voting and dispositive power over all 3,213,232 shares and no shared power. The percentage ownership is based on 32,997,726 shares of Class A common stock outstanding as of July 23, 2026.
Dream Finders Homes, Inc. has its common stock held by several institutional investors that collectively report significant beneficial ownership positions as of June 30, 2026. Kayne Anderson Rudnick Investment Management, LLC reports 3,072,095 shares beneficially owned, representing 9.1% of the common stock. This includes 1,615,990 shares with sole voting power and 1,331,012 shares with shared voting and dispositive power, and 1,741,083 shares with sole dispositive power.
Virtus Investment Advisers, LLC reports beneficial ownership of 1,329,312 shares, or 3.9% of the class, all with shared voting and dispositive power. Virtus Equity Trust, on behalf of the Virtus KAR Small-Cap Growth Fund, reports 1,234,962 shares beneficially owned, representing 3.7% of the class, also entirely with shared voting and dispositive power. Certain amounts reported by Virtus-related entities are also included in the higher-level amounts reported by affiliated managers.
State Street Corporation reports passive ownership of common stock of Dream Finders Homes Inc. State Street and its investment adviser subsidiaries collectively report beneficial ownership of 1,709,676 shares, representing 5.1% of the company’s common stock as of June 30, 2026.
State Street has shared power to vote 1,657,973 shares and shared power to dispose of 1,709,676 shares, with no sole voting or dispositive power. The holdings are attributed to several State Street Global Advisors entities acting in investment adviser capacities, and no other person is identified as having rights to dividends or sale proceeds.
Dream Finders Homes, Inc. agreed to acquire Beazer Homes USA, Inc. in an all-cash merger in which Beazer shareholders will receive $33.50 per share, valuing the target at about $2.2 billion and implying a 0.8x price-to-book multiple. Beazer will become a wholly owned subsidiary, and the combined builder is described as the sixth-largest in the U.S., with combined total revenue of $6.6 billion and operations across 26 markets and roughly 520 active communities.
Management highlights expected annual run-rate cost synergies of over $100 million and double-digit percentage EPS accretion in the first year after closing. Closing is targeted for the fourth quarter of 2026, subject to Beazer stockholder approval, antitrust clearance and other customary conditions, and is not subject to a financing condition. Dream Finders has obtained commitments for a $900 million bridge loan facility, an $800 million land bank facility and a $450 million convertible preferred equity investment to help fund the deal. Beazer would owe a $31.3 million termination fee in certain circumstances, and Dream Finders reaffirmed its 2026 outlook of approximately 9,250 home closings on a standalone basis.
Cooke & Bieler L.P., a Pennsylvania investment firm, reports beneficial ownership of 1,870,801 shares of Dream Finders Homes, Inc. Class A common stock, representing 5.5% of the class. The firm has shared voting power over 1,790,855 shares and shared dispositive power over 1,870,801 shares, with no sole voting or dispositive power. The filing relates to Dream Finders Homes, Inc., whose principal executive offices are in Jacksonville, Florida, and is signed by Linda N. Perna as Chief Compliance Officer of Cooke & Bieler L.P.
Dream Finders Homes, Inc. filed an amended 2025 Annual Report to update Item 9A and clarify that management’s assessment of the effectiveness of internal control over financial reporting as of December 31, 2025 excluded Alliant National Title Insurance Company, Inc. and Liberty Communities, LLC, consistent with SEC staff guidance for recently acquired businesses.
Management, including the CEO and CFO, concluded that disclosure controls and procedures and internal control over financial reporting were effective as of December 31, 2025. Alliant Title contributed about 2% of 2025 revenues and represented about 2% of total assets; Liberty Communities contributed about 6% of revenues and about 4% of total assets. The company is integrating Alliant Title’s controls and reports no other material changes in internal control over financial reporting in the most recent quarter.