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.
UWM Holdings Corporation filings document the public-company disclosures of the indirect parent of United Wholesale Mortgage, including operating results, loan origination activity, dividend declarations and Regulation FD earnings materials. Its Form 8-K reports cover financial results, capital-structure matters, material events and distributions tied to its Class A common stock.
UWMC proxy materials describe annual meeting proposals, director elections, shareholder voting mechanics, executive compensation and governance practices. The company’s regulatory filings also address risk factors, material agreements, ownership matters and disclosures related to its wholesale mortgage origination and servicing business.
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.
UWM Holdings Corp executive Laura Lawson reported equity award activity involving company stock. On February 27, 2026, 10,675 of her Restricted Stock Units vested and automatically converted into an equal number of shares of Class A Common Stock, consistent with the disclosed one-for-one RSU conversion rate.
To cover minimum tax withholding obligations under the award agreement, 3,107 of those shares were mandatorily withheld by the company in a transaction exempt under Rule 16b-3, which is not characterized as a sale by Lawson. Following these transactions, she directly held 59,447 shares of Class A Common Stock and continued to hold substantial RSU awards, including grants scheduled to vest on March 1, 2027 and August 30, 2031 under the 2020 Omnibus Incentive Plan.
UWM Holdings Corp executive Melinda Wilner, EVP and COO, reported the vesting of 17,436 Restricted Stock Units on February 27, 2026, which converted into the same number of Class A shares on a one-for-one basis. Of these, 5,074 shares were withheld by the company to cover tax obligations, which the footnotes state is not a sale. Following these transactions, she directly holds 71,200 Class A shares and substantial additional RSU awards that vest on May 19, 2026, March 1, 2027, and August 30, 2031, plus 1,000 Class A shares held in a separate account by her spouse, in which she disclaims pecuniary interest.