STOCK TITAN

UWM Holdings Corp (UWMC) SEC Filings, Sep 4-24, 2025

UWMC NYSE

Welcome to our dedicated page for UWM Holdings SEC filings (Ticker: UWMC), 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on UWM Holdings's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into UWM Holdings's regulatory disclosures and financial reporting.

Rhea-AI Summary

Insider Form 4 shows Mat Ishbia and SFS Holding Corp. The filing reports scheduled sales of Class A common stock on 09/23/2025 and 09/24/2025 under a 10b5-1 plan, with weighted-average sale prices of $6.42 and $6.42 respectively and sale price ranges noted from $6.24–$6.54 and $6.32–$6.51. After the transactions, reported beneficial holdings include 3,723,292 and 3,126,936 shares (reflecting different reporting lines). The filing also discloses 180,737 restricted stock units that convert one-for-one to Class A shares and vest on March 1, 2026. The Form 4 was signed by Mat Ishbia on 09/24/2025.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Mat Ishbia, President and CEO of UWM Holdings Corp (UWMC), reported multiple open-market dispositions under a 10b5-1 plan and holdings changes. On 09/19/2025 he sold 596,356 Class A shares at a weighted average price of $6.45, leaving 4,916,004 shares beneficially owned (indirect). On 09/22/2025 another 596,356 shares were sold at a weighted average price of $6.23, leaving 4,319,648 shares beneficially owned (indirect). The filing also reports a separate disposition of 279,989 Class A shares held directly by Mat Ishbia and 180,737 restricted stock units that convert one-for-one to Class A shares and vest on 03/01/2026. Sales were made pursuant to a 10b5-1 plan adopted March 17, 2025.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Mat Ishbia and SFS Holding Corp. reported multiple scheduled sales of UWM Holdings Corp. (UWMC) Class A common stock under a 10b5-1 plan. Over three consecutive transaction dates, 596,356 shares were sold each day at weighted-average prices of $6.66, $6.81, and $6.56, reducing SFS Corp's reported beneficial ownership from 6,705,072 to 5,512,360 shares. Separately, 279,989 shares were disposed of by Mat Ishbia directly. The filing also discloses 180,737 RSUs that convert one-for-one to Class A shares and vest March 1, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

UWM Holdings Corporation reported that its subsidiary UWM Holdings LLC issued $1.0 billion aggregate principal amount of 6.250% senior unsecured notes due 2031. The notes were issued at 100% of face value and pay interest semi-annually on March 15 and September 15, starting March 15, 2026, with final maturity on March 15, 2031.

UWM Holdings LLC can redeem the notes early at set premiums, including specified call prices beginning March 15, 2028, and an equity offering-related redemption of up to 40% of the notes at a price of 106.250% before that date. The notes are senior unsecured obligations of UWM Holdings LLC and are fully guaranteed on a senior unsecured basis by United Wholesale Mortgage, LLC, ranking equally with their other senior unsecured debt and effectively behind secured borrowings such as warehouse lines and facilities secured by mortgage servicing rights.

The indenture includes customary covenants that limit additional non-funding indebtedness based on leverage and coverage ratios, as well as restrictions on mergers, asset sales, restricted payments, affiliate transactions, sale-leasebacks and liens, along with change-of-control repurchase and event-of-default acceleration provisions.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

UWM Holdings Corp (UWMC) filed a Form 144 notifying a proposed sale of 38,166,811 Class A common shares through J.P. Morgan Securities with an aggregate market value of $261,442,657, and lists 228,088,286 shares outstanding for the issuer. The filing says the shares were acquired on 01/21/2021 in a share-for-share exchange from the issuer, with 1,502,069,787 shares acquired in that transaction, and payment described as securities in United Wholesale Mortgage LLC.

The notice discloses a prior sale on 06/17/2025 by SFS Holding Corp of 24,402,216 Class A shares for gross proceeds of $117,395,862. The filer certifies no undisclosed material adverse information and includes the standard Rule 144 representations.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
other
-
Rhea-AI Summary

Mat Ishbia and affiliated SFS Holding Corp reported multiple transactions in UWM Holdings Corp (UWMC) Class A common stock. On 09/12/2025 and 09/15/2025 the reporting persons sold a total of 996,412 shares at weighted average prices of approximately $6.88 and $6.84, respectively. On 09/15/2025 SFS Holding Corp converted 6,800,000 UWM Paired Interests into 6,800,000 Class A shares, recorded as an acquisition. After these transactions the filing shows the reporting person(s) beneficially owning 7,301,428 Class A shares (indirect). Additionally, 180,737 Restricted Stock Units were reported disposed and noted to vest on 03/01/2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Mat Ishbia, President and CEO of UWM Holdings Corp (UWMC), reported multiple planned sales of Class A common stock under a 10b5-1 plan. The filings show three separate dispositions of 400,036 shares each on 09/09/2025, 09/10/2025, and 09/11/2025 at weighted average prices of $6.40, $6.77, and $6.99, respectively, plus an additional 279,989 shares sold (no price shown for that line). After the transactions Mat Ishbia and related SFS Corp reported beneficial ownership levels falling to 1,497,840 Class A shares. The report also discloses 180,737 RSUs that vest on March 1, 2026 and convert one-for-one into Class A shares. Sales were made pursuant to a 10b5-1 plan adopted March 17, 2025.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

UWM Holdings Corporation disclosed that its subsidiary UWM Holdings, LLC agreed to sell $1.0 billion aggregate principal amount of 6.250% senior unsecured notes due 2031. The notes will be guaranteed on a senior unsecured basis by United Wholesale Mortgage, LLC and will rank pari passu with that subsidiary’s existing senior unsecured notes.

The company plans to use the net proceeds primarily to repay its 5.5% Senior Notes due 2025 at their November 15, 2025 maturity, to pay down amounts outstanding under its MSR facilities, and to use any remaining funds for working capital. The closing of the new notes is expected on September 16, 2025, under a purchase agreement with J.P. Morgan Securities LLC as representative of the initial purchasers.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
-
Rhea-AI Summary

Mat Ishbia and related holder SFS Holding Corp reported multiple planned sales of UWM Holdings Corp (UWMC) Class A common stock under a 10b5-1 plan. The Form 4 shows three scheduled sales of 400,036 shares each on 09/04/2025, 09/05/2025, and 09/08/2025 at weighted average prices of $5.81, $6.25, and $6.44 respectively. Following those sales reported sequentially, beneficial ownership figures declined from 3,498,020 to 3,097,984 and then to 2,697,948. The filing notes an additional 279,989 shares disposed of and discloses 180,737 RSUs that convert one-for-one to Class A shares and vest on March 1, 2026. The sales were made pursuant to a 10b5-1 plan adopted March 17, 2025, and signatures are dated 09/08/2025.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Insider filing shows UWM Holdings Corp (UWMC) CFO Rami Hasani received 2,500 shares from vested restricted stock units on September 2, 2025. The settlement converted RSUs to Class A Common Stock on a one-for-one basis, increasing Hasani's direct holdings by 2,500 shares to 9,843 shares. The filing also reports 728 shares were mandatorily withheld to satisfy tax withholding at $5.70 per share, leaving 9,115 shares after the withholding. Multiple remaining RSU awards are disclosed with staggered vesting through 2032, including schedules for 7,971, 23,913, 31,884, 4,671 and 183,151 shares under the 2020 Omnibus Incentive Plan.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider

FAQ

How many UWM Holdings (UWMC) SEC filings are available on StockTitan?

StockTitan tracks 164 SEC filings for UWM Holdings (UWMC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for UWM Holdings (UWMC)?

The most recent SEC filing for UWM Holdings (UWMC) was filed on September 24, 2025.