Filings Radar

SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.

Dream Finders Homes, Inc. (DFH)

CIK 0001825088 9 material events

Insider activity (SEC Form 4)

Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.

Open-market · last 30 days: 2 buyers bought $1.3M 0 sellers sold $0
Open-market · last 90 days: 2 buyers bought $1.3M 1 seller sold $6.9M
InsiderRoleDateTransactionSharesValue
Sturm Len Director 2026-09-03 Open-market buy 1500 $20K
Sturm Len Director 2026-08-26 Open-market buy 1000 $15K
Sturm Len Director 2026-08-24 Open-market buy 250 $4K
Sturm Len Director 2026-08-21 Open-market buy 250 $4K
BECKWITT RICHARD Director 2026-08-13 Open-market buy 12000 $178K
BECKWITT RICHARD Director 2026-08-12 Open-market buy 8000 $111K
BECKWITT RICHARD Director 2026-08-11 Open-market buy 70000 $976K
Lovett William Radford II 10% Owner 2026-06-24 Open-market sell 2450 $39K
Lovett William Radford II 10% Owner 2026-06-24 Open-market sell 54140 $904K
Lovett William Radford II 10% Owner 2026-06-22 Open-market sell 21962 $329K
Lovett William Radford II 10% Owner 2026-06-18 Open-market sell 85057 $1.3M
Lovett William Radford II 10% Owner 2026-06-17 Open-market sell 45544 $693K
Lovett William Radford II 10% Owner 2026-06-16 Open-market sell 50266 $753K
Lovett William Radford II 10% Owner 2026-06-15 Open-market sell 53325 $808K
Lovett William Radford II 10% Owner 2026-06-12 Open-market sell 76428 $1.2M
Lovett William Radford II 10% Owner 2026-06-11 Open-market sell 60828 $886K
Lovett William Radford II 10% Owner 2026-05-20 Open-market sell 32146 $414K
Lovett William Radford II 10% Owner 2026-05-19 Open-market sell 117854 $1.5M
Ramsay Lorena Anabel Senior VP and CFO 2026-04-01 Tax withholding 2305 $32K
Ramsay Lorena Anabel Senior VP and CFO 2026-03-08 Tax withholding 8380 $132K
Most recent 20 reported transactions. Open-market buys (P) and sells (S) are the deliberate ones; grants and option exercises are compensation. Not investment advice.

Dividend Distribution

8-K filed 2026-08-14 confidence 75% Item 8.01

Dream Finders Homes announced a redemption of 150,000 shares of Series A Convertible Preferred Stock at $1,028.50 per share, totaling approximately $154.3 million. While technically a redemption rather than a traditional dividend, this represents a material return of capital to preferred shareholders and is most closely aligned with dividend_distribution in the taxonomy. The materiality is clear given the $154.3 million aggregate amount and the direct impact on shareholder value.

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M&A activity

8-K filed 2026-08-07 confidence 99% Item 1.01

Dream Finders Homes entered into a definitive Agreement and Plan of Merger to acquire Beazer Homes USA in an all-cash transaction valued at approximately $2.2 billion ($33.50 per share), creating the sixth-largest U.S. homebuilder with expected synergies exceeding $100 million annually and double-digit EPS accretion in year one. The transaction is expected to close in Q4 2026, subject to customary conditions including Beazer shareholder approval and regulatory approvals.

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Earnings release

8-K filed 2026-07-30 confidence 98% Item 2.02

Dream Finders Homes issued a press release on July 30, 2026 announcing its financial results for the second quarter ended June 30, 2026. The disclosure includes detailed quarterly financial statements (balance sheet, income statement, operating data), key metrics (net sales up 15% to 2,232 units, home closings of 2,290, net income of $28 million or $0.27 per share), and management commentary. This is a standard quarterly earnings release furnished under Item 2.02 and attached as Exhibit 99.1, which is the typical vehicle for earnings disclosures in 8-K filings.

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Exec appointment

8-K filed 2026-07-17 confidence 95% Item 5.02

Dream Finders Homes appointed Richard Beckwitt as Co-Chairman of the Board effective July 13, 2026, and Steven Fischer to the Audit Committee as an audit committee financial expert. Beckwitt, a former Co-CEO of Lennar and President of D.R. Horton, received a 400,000 RSU award as part of his appointment, reflecting significant governance changes and the addition of experienced executives to leadership positions.

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M&A activity

8-K filed 2026-07-08 confidence 95% Item 7.01

Dream Finders Homes has submitted a revised all-cash acquisition proposal to Beazer Homes USA, Inc. for $32.00 per share, representing a 70% premium to Beazer's undisturbed share price. The filing discloses entry into material acquisition activity—specifically a proposed change of control transaction involving the acquisition of all outstanding shares of Beazer. This is a core M&A event that would materially affect investor assessment of both companies' strategic direction and financial position.

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Shareholder vote

8-K filed 2026-06-10 confidence 98% Item 5.07

Dream Finders Homes held its Annual Meeting of Stockholders on June 8, 2026, with stockholders voting on five proposals: election of directors, ratification of auditors, advisory vote on executive compensation, reincorporation from Delaware to Texas, and conversion of Series A preferred stock. Vote results (For, Against, Abstentions, Broker Non-Votes) are disclosed for each proposal.

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Other material

8-K filed 2026-06-10 confidence 75% Item 3.03

Dream Finders Homes reincorporated from Delaware to Texas effective June 9, 2026, resulting in a material modification of stockholders' rights under Texas law. The reincorporation involved adoption of new charter, bylaws, and indemnification agreements, fundamentally altering the company's governing law and internal affairs.

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Exec appointment

8-K filed 2026-06-05 confidence 95% Item 5.02

Dream Finders Homes appointed Clint Szubinski as Chief Operating Officer effective June 1, 2026, with a base salary of $800,000, a $6,000,000 signing bonus in restricted stock, and severance provisions.

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M&A activity

8-K filed 2026-05-21 confidence 95% Item 7.01

Dream Finders Homes issued a press release on May 21, 2026 disclosing a proposal to acquire all outstanding shares of Beazer Homes USA, Inc. in an all-cash transaction. This constitutes entry into material acquisition activity, which would materially affect a reasonable investor's assessment of the registrant's strategic direction and financial obligations. The disclosure explicitly references the proposed business combination transaction and includes forward-looking statements regarding synergies and integration.

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