Welcome to our dedicated page for Uwm Holdings Corporation 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.
The UWM Holdings Corporation (UWMC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. UWM Holdings Corporation is the publicly traded parent of United Wholesale Mortgage, a wholesale residential mortgage lender that reports detailed information about its origination volumes, servicing portfolio, capital structure, and corporate actions through periodic and current reports.
In its Form 8-K filings, UWM discloses material events such as quarterly earnings releases, dividend declarations, senior unsecured note offerings, and significant transactions. For example, recent 8-Ks describe quarterly loan origination volume, total gain margin, revenue, net income or loss, non-GAAP measures like adjusted EBITDA and adjusted net income, and changes in mortgage servicing rights balances. Other 8-Ks outline the terms of a $1.0 billion aggregate principal amount of 6.250% senior unsecured notes due 2031, including interest, maturity, redemption provisions, and related covenants, as well as the announced all-stock acquisition of Two Harbors Investment Corp. and its conditions.
UWMC filings also cover board decisions on recurring cash dividends for Class A common stock and proportional distributions to a related entity, along with references to Form 8937 for tax characterization. A separate 8-K details the New York Stock Exchange’s decision to commence delisting proceedings and suspend trading in UWM’s warrants due to abnormally low selling price levels, while noting that trading in the common stock under ticker UWMC on the NYSE remains in place, subject to listing standards.
In addition, a Form 25 filing by the New York Stock Exchange documents the removal from listing and registration of UWM’s warrants. Through this page, users can review Forms 8-K and 25 and, via links to the SEC’s EDGAR system, locate annual reports on Form 10-K, quarterly reports on Form 10-Q, and other exhibits. Stock Titan’s interface is designed to surface key elements of these filings and can be paired with AI-powered summaries that explain complex sections of 10-Ks, 10-Qs, and 8-Ks, as well as highlight information about capital structure, debt instruments, dividends, and listing status changes.
UWM Holdings Corp President and CEO Mat Ishbia reported that SFS Corp, a 10% owner he controls, completed open-market sales totaling 1,265,748 shares of Class A common stock.
The sales occurred on March 10 and 11, 2026, with 632,874 shares sold each day at weighted average prices of $4.13 and $3.91 per share, under a pre-arranged Rule 10b5-1 trading plan adopted by SFS Corp. Following these transactions, Ishbia continues to hold 3,601,919 shares indirectly through SFS Corp and 408,131 shares directly.
UWM Holdings Corporation presented a March 11, 2026 communication describing its proposed combination with Two Harbors Investment Corp. and the expected financial and strategic benefits of the transaction. The presentation cites a ~$7.6bn pro forma market cap and a ~9.9% current dividend yield.
UWM highlights complementarity between its wholesale origination platform and TWO’s servicing portfolio, expected cost synergies of ~$150mm, and use of TWO’s net operating loss carryforwards. UWM reported $49.6bn total loan origination volume in 4Q2025 and provided standalone revenue guidance of $800M–$900M for 1Q2026 and $3.5B–$4.5B for fiscal 2026. The presentation frames the deal as value-creating for TWO shareholders under the stated assumptions and timelines in the slides.
UWM Holdings Corporation furnished an investor presentation outlining its pending acquisition of Two Harbors and updating its 2026 outlook. The company highlights an estimated ~$7.6 billion pro forma market value and a ~$2.2 billion public float after combining with Two Harbors.
UWM reiterates its quarterly dividend of about $160 million, or $0.10 per share, which equates to a 9.9% dividend yield, and notes that the deal should significantly increase equity and cash flow through Two Harbors’ servicing portfolio. Management also cites expected cost synergies of roughly $150 million and potential benefits from Two Harbors’ net operating loss carryforwards.
The presentation emphasizes UWM’s #1 mortgage origination platform alongside Two Harbors’ servicing operations and reports fourth-quarter 2025 loan originations of $49.6 billion, the highest since 2021. UWM expects standalone total revenue between $800 million and $900 million for the first quarter of 2026 and between $3.5 billion and $4.5 billion for full-year 2026.
UWM Holdings Corporation updated its financial outlook and operational plans in connection with its proposed acquisition of Two Harbors Investment Corp. For the first quarter of 2026, the company now expects total revenue between $800 million and $900 million, and for fiscal year 2026 it expects total revenue between $3.5 billion and $4.5 billion.
UWM reported total loan origination volume of $49.6 billion for the fourth quarter of 2025, its highest quarterly volume since 2021. Management highlighted implemented AI investments, including its voice-enabled assistant Mia, which is expected to handle over 12 million calls in 2026 and help support handling two to three times current loan volume through efficiency gains. UWM also cites progress toward an annualized nine-figure revenue run rate from new products such as TRAC+ and PA+, and reiterates its support for the strategic merits of the proposed Two Harbors transaction.
UWM Holdings Corp insider entity SFS Corp, which is controlled by President and CEO Mat Ishbia, reported open‑market sales of Class A Common Stock. SFS Corp sold 632,874 shares on March 6, 2026 at a weighted average price of $3.94 per share and 632,874 shares on March 9, 2026 at a weighted average price of $3.78 per share.
The sales, totaling 1,265,748 shares, were made pursuant to a Rule 10b5‑1 trading plan adopted by SFS Corp on September 16, 2025. After these trades, SFS Corp held 4,867,667 shares indirectly for Ishbia, while he also held 408,131 shares directly.
UWM Holdings Corp insider activity shows an entity associated with President and CEO Mat Ishbia, SFS Corp, selling a total of 1,898,622 shares of Class A Common Stock in open-market transactions over three days in early March 2026 under a Rule 10b5-1 trading plan adopted on September 16, 2025.
These sales were executed at weighted-average prices around $4 per share and are reported as indirect ownership, with 6,133,415 indirectly held shares remaining after the latest sale, while Mat Ishbia also directly holds 408,131 shares as of March 3, 2026.
UWM Holdings Corporation’s controlling shareholder has updated its ownership disclosure. Mat Ishbia and SFS Holding Corp. filed Amendment No. 13 to their Schedule 13D to reflect sales made under a previously adopted Rule 10b5-1 trading plan.
SFS Holding Corp. directly holds 1,298,482,620 shares of Class D stock, which are convertible or exchangeable, along with Class B Units in Holdings LLC, into an equal number of Class A shares. Including additional shares held by Mat Ishbia, he beneficially owns 1,303,588,990 shares, or 81.7% of UWM’s Class A common stock.
The reporting persons together beneficially own 1,298,482,620 shares of Class A stock on an as-converted basis, representing 81.4% of the outstanding Class A shares based on 297,560,356 shares outstanding. Due to a voting limitation in UWM’s charter, they exercise 79% of total voting power, though without this cap they would hold 99.9% of voting power.
UWM Holdings Corp reported multiple insider transactions involving President and CEO Mat Ishbia and affiliated entity SFS Holding Corp. On March 2, 2026, SFS Holding Corp converted 6,600,000 UWM Paired Interests into an equal number of Class A Common shares at a conversion price of $0.00 per share, and then sold three separate blocks of 632,874 Class A shares each in open-market transactions under a pre-established Rule 10b5-1 trading plan, at weighted-average prices within ranges from $4.15 to $4.57 per share. Following these sales, SFS Holding Corp remained an indirect holder of UWM Class A stock. Separately, on February 27, 2026, 180,737 Restricted Stock Units held directly by Mat Ishbia vested and were settled into the same number of Class A shares, with 52,595 shares mandatorily withheld by the company to cover tax obligations, a transaction the filing specifies is not a discretionary sale.
UWM Holdings Corp director and EVP, Chief Strategy Officer Alex Elezaj reported equity award activity. On February 27, 2026, 16,013 of his Restricted Stock Units vested and were settled into an equal number of Class A Common Stock at $4.41 per share, consistent with a one-for-one RSU-to-share conversion.
Of these, 4,633 shares were mandatorily withheld by the company to satisfy minimum tax withholding obligations, and this is explicitly described as not being a sale of shares. Following these transactions, Elezaj directly holds 313,977 shares of Class A Common Stock, along with multiple RSU grants under the 2020 Omnibus Incentive Plan, including tranches scheduled to vest on May 19, 2026, March 1, 2027, and August 30, 2031.
UWM Holdings Corp executive Adam A. Wolfe reported equity award activity involving Restricted Stock Units (RSUs) and Class A common stock. On February 27, 2026, 2,773 of his RSUs vested and were converted on a one-for-one basis into 2,773 shares of Class A common stock at a reference price of $4.41 per share.
Of these shares, 807 were mandatorily withheld by the company to cover minimum tax withholding obligations under the award agreement, which is not treated as an open-market sale. Following these transactions, Wolfe directly owned 19,177 shares of Class A common stock and continued to hold multiple RSU awards that vest on March 1, 2027 and August 30, 2031 under the 2020 Omnibus Incentive Plan.