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Uwm Holdings Corporation SEC Filings

UWMCW OTC

Welcome to our dedicated page for Uwm Holdings Corporation SEC filings (Ticker: UWMCW), 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 Corporation'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 EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Uwm Holdings Corporation's regulatory disclosures and financial reporting.

Rhea-AI Summary

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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UWM Holdings Corp EVP and CFO Rami Hasani reported equity award activity involving Restricted Stock Units (RSUs) and Class A Common Stock. On February 27, 2026, 4,671 RSUs vested and were settled into an equal number of Class A shares at a transaction price of 4.4100 per share. The company then withheld 1,360 of those shares to cover minimum tax obligations under the award agreement, which is not treated as a sale by the insider. Following these transactions, Hasani directly held 12,426 Class A shares and multiple RSU awards that vest between 2026 and 2032 under the 2020 Omnibus Incentive Plan.

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FAQ

How many Uwm Holdings Corporation (UWMCW) SEC filings are available on StockTitan?

StockTitan tracks 81 SEC filings for Uwm Holdings Corporation (UWMCW), 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 Corporation (UWMCW)?

The most recent SEC filing for Uwm Holdings Corporation (UWMCW) was filed on March 10, 2026.

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