First American Financial Corp SEC Filings

First American Financial executive vice president and chief financial officer Matthew F. Wajner reported a tax-related share disposition. On the transaction date, he disposed of 2,174 shares of common stock at $67.22 per share to satisfy withholding taxes tied to vesting restricted stock units. After this tax-withholding disposition, he directly owned 38,529 common shares, including multiple blocks of unvested RSUs scheduled to vest in annual installments through 2026.

First American Financial Corp’s Chief Executive Officer Mark Edward Seaton reported a tax-related share disposition. On the restricted stock unit vesting date, 13,658 shares of common stock were withheld at $67.22 per share to satisfy tax obligations, coded as a tax-withholding disposition. Following this non‑market transaction, Seaton’s directly held common stock position is 179,013.837 shares, which includes multiple tranches of unvested restricted stock units scheduled to vest in future years.

First American Financial Corp SVP and Chief Legal Officer Lisa W. Cornehl reported a tax-related share disposition under a Form 4. On this filing, 3,722 shares of common stock were withheld at $67.22 per share to cover tax obligations tied to restricted stock unit vesting, rather than an open-market sale.

After this tax-withholding disposition, Cornehl directly owned 26,518.961 shares of common stock. This amount includes multiple blocks of unvested restricted stock units that are scheduled to vest in equal annual installments beginning on dates such as February 22, 2023, February 22, 2025, February 24, 2026, and June 20, 2026.

First American Financial Corp VP & Chief Accounting Officer Steven A. Adams reported a tax-related share disposition. On this Form 4, 1,190 shares of common stock were withheld at $67.22 per share to satisfy tax liability upon vesting of restricted stock units, leaving him with 10,645.893 directly owned shares.

First American Financial Corp director Parker S. Kennedy reported significant open-market purchases of common stock. On February 13 and 17, 2026, he bought a total of 59,841 shares in three transactions at weighted average prices of $67.1730, $67.7016, and $67.9249 per share, with actual trade prices in narrow ranges around those levels.

After these direct purchases, his directly held common stock increased to 251,552 shares, which includes 2,609 unvested Restricted Stock Units scheduled to vest on February 24, 2026. He also reports 2,165,546 shares held indirectly by Kennedy Enterprises, L.P., where he is the sole general partner and a limited partner, while expressly disclaiming beneficial ownership beyond his pecuniary interest.

First American Financial Corporation is a Delaware-based holding company focused on title insurance, settlement services and related financial solutions, with common stock trading on the New York Stock Exchange under the symbol FAF. The company also operates a home warranty business and a federal savings bank.

The title insurance and services segment is the core operation, generating 93.6% of consolidated revenues in 2025. It issues title policies, provides escrow and closing services, data and analytics, mortgage subservicing, warehouse lending, and trust, wealth management and banking services across the U.S. and several international markets. The home warranty segment sells residential service contracts covering systems and appliances, primarily tied to home purchases and renewals.

As of December 31, 2025, the company employed 19,102 people and its federal savings bank held assets of $6.8 billion, deposits of $6.2 billion and stockholder’s equity of $510 million. Key risks highlighted include sensitivity to real estate and mortgage market conditions, economic downturns, cybersecurity threats, model and innovation risks (including artificial intelligence), regulatory scrutiny, dependence on large mortgage lenders and government‑sponsored enterprises, agent-related exposures, and potential investment and goodwill impairments.

First American Financial Corp submitted a 13F holdings report detailing its institutional holdings. The report lists 3 holdings with a total reported market value of $373,378,851. The filing was signed by Lisa W. Cornehl on 02-11-2026.

First American Financial Corporation reported strong fourth-quarter and full-year 2025 results. Fourth-quarter total revenue was $2.0 billion, up 22% from a year earlier, with net income of $212 million, or $2.05 per diluted share, versus $72 million, or $0.69 per share. Adjusted EPS was $1.99, up from $1.35.

Title Insurance and Services revenue rose 21% to $1.9 billion, with pretax margin improving to 14.9% and commercial revenue up 35% to $339 million. Home Warranty revenue grew to $110 million, with pretax margin of 21.1%. Operating cash flow for the quarter was $369 million.

For full-year 2025, revenue reached $7.5 billion, up 22%, while net income increased to $622 million, or $6.00 per diluted share, compared with $1.26 in 2024. Adjusted EPS was $6.05 versus $4.40. The company generated $951 million of operating cash flow, repurchased 2.1 million shares for $122 million, and modestly raised its dividend.

First American Financial’s EVP and Chief Financial Officer Matthew F. Wajner reported an award of 2,735 shares of common stock on February 4, 2026 at a price of $0 per share, reflecting stock-based compensation rather than an open‑market purchase.

After this award, he beneficially owns 40,703 shares of common stock directly, which include multiple blocks of unvested restricted stock units that vest in scheduled annual installments. The 2,735 shares stem from performance stock units for which the board’s compensation committee certified performance and which are scheduled to vest on February 16, 2026.