Welcome to our dedicated page for UNITED HOMES GROUP SEC filings (Ticker: UHG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
United Homes Group, Inc. (NASDAQ: UHG) files a range of reports and disclosures with the U.S. Securities and Exchange Commission that document its activities as a publicly traded residential builder. These SEC filings cover its homebuilding operations in southeastern markets, financial performance, capital structure, governance changes and material events.
On this page, you can review current and historical SEC filings for UHG, including Form 8-K reports that describe significant developments. Recent 8-K filings have addressed topics such as quarterly financial results, preliminary operational unit statistics, the conclusion of a strategic alternatives review, director resignations, and retention agreements for key executives. These documents also confirm UHG’s status as an emerging growth company and its listing on The Nasdaq Stock Market, with common stock trading under UHG and warrants under UHGWW.
In addition to 8-Ks, investors typically consult annual reports on Form 10-K and quarterly reports on Form 10-Q for detailed information on revenue, cost of sales, gross profit, SG&A, non-GAAP measures like adjusted gross profit and adjusted EBITDA, liquidity, lot deposits, real estate inventory, derivative liabilities and other balance sheet items. These filings also describe the company’s land-light lot strategy, geographic focus and risk factors related to the homebuilding industry and macroeconomic conditions.
Stock Titan enhances access to UHG’s filings with AI-powered summaries and context that help explain complex sections, such as non-GAAP reconciliations, derivative liability accounting and covenant-related disclosures. Real-time updates from EDGAR ensure that new 10-Q, 10-K, 8-K and other forms appear promptly, while insider transaction reports on Form 4 can be used to monitor equity activity by directors and officers. This combination of raw filings and AI explanations is intended to make UHG’s regulatory record easier to review and compare over time.
United Homes Group, Inc. approved a 2026 executive compensation framework covering base salaries and performance-based cash bonuses for its senior leaders. Jack Micenko, Chief Executive Officer and President, will receive a base salary of $650,000 and has a target cash bonus opportunity of $650,000. Keith Feldman, Chief Financial Officer, will receive a base salary of $400,000 with a target cash bonus opportunity of $400,000. For Micenko and Feldman, the 2026 bonus will depend on three Company performance measures: pretax profit, revenue, and closings. Meeting threshold performance for a metric pays 50% of that metric’s bonus portion, target performance pays 100%, and maximum performance pays 125%, tying their annual incentives directly to financial and operational results.
United Homes Group (UHG) reported a third‑quarter net loss as homebuilding activity cooled and non‑cash derivative remeasurements drove volatility. Revenue was $90.8 million for the quarter, down from $118.6 million a year ago, with gross profit of $16.0 million and SG&A of $17.6 million. A $27.2 million negative change in the fair value of derivative liabilities contributed to a net loss of $31.3 million (basic and diluted ($0.53)).
For the nine months, revenue was $283.3 million and the company recorded a net loss of $19.5 million. On the balance sheet, cash and cash equivalents were $25.6 million, inventories $174.6 million, and total assets $293.1 million. Debt included a $79.7 million syndicated line of credit and a $67.4 million term loan, net; the company amended both facilities in late September to adjust financial covenants and confirmed compliance as of September 30, 2025. The fair value of derivative liabilities totaled $51.2 million, including public and private warrant liabilities and an earnout liability.
As of November 4, 2025, UHG had 21,839,762 Class A and 36,973,876 Class B shares outstanding.
United Homes Group (UHG) announced board changes and executive retention plans. Directors Nikki Haley and James M. Pirrello resigned effective November 7, 2025. To maintain continuity while evaluating three independent director candidates, directors Robert Dozier Jr., Jason Enoch, and Alan Levine will remain beyond November 14, 2025 to help the company stay compliant with Nasdaq Listing Rule 5605.
UHG entered into Retention Agreements on November 6, 2025 with its CEO and President John G. (Jack) Micenko, CFO Keith Feldman, and General Counsel Erin Reeves McGinnis. Each executive will receive a cash retention payment equal to 100% of 2025 base salary. If employment ends before March 31, 2026 due to termination by the company for Cause or by the executive other than for Good Reason, the executive must repay a pro rata portion of the after‑tax value.
United Homes Group, Inc. furnished an 8-K announcing it issued a press release with financial results for the three and nine months ended September 30, 2025. The press release is included as Exhibit 99.1.
The company noted the information in Item 2.02, including Exhibit 99.1, is being furnished, not filed, under the Exchange Act and is not subject to Section 18 liabilities, nor incorporated by reference unless specifically stated. The filing also lists the company’s Nasdaq tickers: UHG (Class A Common Shares) and UHGWW (warrants).
United Homes Group, Inc. filed a current report stating that on October 7, 2025 it issued a press release with selected preliminary operational unit statistics for the three and nine months ended September 30, 2025. The press release is furnished as an exhibit for informational purposes and is not incorporated into other securities filings unless specifically referenced.
United Homes Group (UHG) Schedule 13G/A shows that investment adviser Christopher M. Plahm, through affiliated entities Tall Pines Capital, LLC and Stonebridge Wealth Management, LLC, reports beneficial ownership totaling 3,026,946 shares, representing 13.8% of the common stock. The filing breaks that total into 2,202,113 shares (10.0%) held by Tall Pines Capital and 824,833 shares (3.8%) held by Stonebridge Wealth Management; both report shared voting power and no sole voting or dispositive power. The filer certifies the holdings were not acquired to change control of the issuer. Contact and organization details for the adviser and issuer address are included in the filing.
United Homes Group, Inc. Schedule 13G/A filed by Dendur Capital LP and Malcolm A. Levine reports no beneficial ownership of the issuer's Class A common shares (CUSIP 91060H108). The cover pages show 0 shares and 0% ownership for both reporting persons. The filing identifies Dendur Capital LP as the investment manager to Dendur Master Fund Ltd. and Mr. Levine as the managing member of the general partner. The filing includes the business address in New York and certificates that the securities were acquired and held in the ordinary course of business, not to influence control.
United Homes Group (UHG) Q2 2025 10-Q highlights
Revenue slipped 3.6% to $105.5 m, yet gross profit inched up 1.7% to $19.9 m as gross margin widened to 18.9% (vs 17.9%). SG&A fell 8.1% to $18.0 m, trimming the expense ratio to 17.1%. Operating income turned positive at $1.9 m (-$0.04 m LY) but a $6.2 m non-cash loss from re-valuing derivative liabilities and $2.6 m of other expense produced a net loss of $6.3 m (EPS -$0.11) versus Q2 2024 net income of $28.6 m (EPS $0.59).
Year-to-date (6 M)
- Revenue $192.5 m (-8.4%).
- Net income $11.8 m vs $53.6 m; diluted EPS $0.20 vs $0.93.
- Operating cash flow swung to +$2.8 m from -$19.1 m; free cash boosted cash & equivalents 61% to $36.5 m.
Balance sheet: Assets rose to $281.1 m; inventories $144.5 m (+3.7% YTD). Cash $36.5 m (+$13.9 m YTD). Syndicated revolver borrowings grew to $64.2 m (from $50.2 m) and the $67.3 m term loan remained unchanged; total liabilities stable at $198.9 m. Mark-to-market derivative liabilities fell to $24.0 m from $39.2 m, lifting stockholders’ equity 23% to $82.2 m.
Segment view: GSH South Carolina delivered 86% of quarterly sales and $5.0 m pre-tax profit; Rosewood and Other segments posted small losses. No guidance was issued.
Schedule 13G/A (Amendment 2) for United Homes Group, Inc. (UHG) discloses that investment adviser Christopher M. Plahm exercises shared voting power over 2,794,481 common shares, equal to 13 % of the outstanding class, as of the event date 05 Aug 2025.
- Tall Pines Capital, LLC holds 2,033,078 shares (9.4 %); no sole voting or dispositive power. It also owns 2,502,345 UHG warrants (UHGWW), which are not included in the ownership percentage.
- Stonebridge Wealth Management, LLC holds 761,403 shares (3.5 %) plus 3,622,817 warrants; likewise no sole voting or dispositive power.
The filing is made under Rule 13d-1(b) indicating passive, investment-only intent; the signatory certifies no intent to influence control. All shares are held with shared voting authority; there is 0 sole power to vote or dispose. No other persons are reported to have beneficial ownership or control.
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