{"filing":{"accession_number":"0001628280-26-066548","cik":"0001825088","ticker":"DFH","company_name":"Dream Finders Homes, Inc.","form":"8-K","filing_date":"2026-10-20","report_date":"2026-10-20","primary_document":"dream-20261020.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1825088/000162828026066548/dream-20261020.htm"},"events":[{"id":36509,"run_id":33662,"accession_number":"0001628280-26-066548","anchor_item_number":"2.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.97,"summary":"Dream Finders Homes completed its acquisition of Beazer Homes USA on October 20, 2026, in an all-cash transaction with an enterprise value of approximately $2.2 billion, with Beazer shareholders receiving $33.50 per share. The transaction, funded in part through the sale of $450 million in Series B Convertible Preferred Stock and supported by a Ninth Amendment to Dream Finders' credit agreement, creates the nation's sixth-largest homebuilder and represents Dream Finders' largest acquisition since its 2021 IPO.","company_name":"Dream Finders Homes, Inc.","ticker":"DFH","filing_date":"2026-10-20","form":"8-K","submitted_at":null,"items":[{"id":40954,"accession_number":"0001628280-26-066548","item_number":"2.01","item_title":"Completion of Acquisition or Disposition of Assets.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.99,"reasoning":"Dream Finders Homes completed its acquisition of Beazer Homes USA on October 20, 2026, in an all-cash transaction with an enterprise value of approximately $2.2 billion. The filing discloses the completion of the merger pursuant to the Merger Agreement dated August 6, 2026, with Beazer shareholders receiving $33.50 per share in cash. This is a material acquisition creating the nation's sixth-largest homebuilder and represents Dream Finders' largest acquisition since its 2021 IPO.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"","ticker":null,"filing_date":""},{"id":40955,"accession_number":"0001628280-26-066548","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Item 3.02 discloses the sale of Series B Convertible Preferred Stock for $450 million in connection with Dream Finders' acquisition of Beazer Homes, completed on October 20, 2026. The press release (EX-99.1) confirms this is the completion of an all-cash acquisition with an enterprise value of approximately $2.2 billion, making Dream Finders the nation's sixth-largest homebuilder. While Item 3.02 technically addresses the unregistered equity issuance, the core material event is the completion of this transformative M\u0026A transaction, which is the principal disclosure focus across the filing.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"","ticker":null,"filing_date":""},{"id":40956,"accession_number":"0001628280-26-066548","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses the completion of Dream Finders Homes' acquisition of Beazer Homes USA in an all-cash transaction with an enterprise value of approximately $2.2 billion. The press release explicitly states \"Dream Finders Homes Completes Acquisition of Beazer Homes\" and notes this is \"by far our largest\" acquisition since the company's 2021 IPO, creating the nation's sixth-largest homebuilder. This is a material M\u0026A completion event requiring disclosure under Item 1.01 or 2.01 of Form 8-K.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"","ticker":null,"filing_date":""},{"id":40957,"accession_number":"0001628280-26-066548","item_number":"8.01","item_title":"Other Events.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 8.01 disclosure describes Dream Finders' entry into the Ninth Amendment to its credit agreement on September 22, 2026, which modified covenants governing asset dispositions and burdensome agreements. However, the supplemental exhibits reveal the material event: Dream Finders completed its all-cash acquisition of Beazer Homes USA, Inc. for approximately $2.2 billion on October 20, 2026, making Dream Finders the nation's sixth-largest homebuilder. This is a material acquisition that fundamentally changes the registrant's business scope and scale, as explicitly stated in the press release (\"This is our ninth acquisition since our IPO in 2021 and by far our largest\"). The credit agreement amendment was a financing mechanism to support this transformative M\u0026A activity.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":40954,"accession_number":"0001628280-26-066548","item_number":"2.01","item_title":"Completion of Acquisition or Disposition of Assets.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.99,"reasoning":"Dream Finders Homes completed its acquisition of Beazer Homes USA on October 20, 2026, in an all-cash transaction with an enterprise value of approximately $2.2 billion. The filing discloses the completion of the merger pursuant to the Merger Agreement dated August 6, 2026, with Beazer shareholders receiving $33.50 per share in cash. This is a material acquisition creating the nation's sixth-largest homebuilder and represents Dream Finders' largest acquisition since its 2021 IPO.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"Dream Finders Homes, Inc.","ticker":"DFH","filing_date":"2026-10-20"},{"id":40955,"accession_number":"0001628280-26-066548","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Item 3.02 discloses the sale of Series B Convertible Preferred Stock for $450 million in connection with Dream Finders' acquisition of Beazer Homes, completed on October 20, 2026. The press release (EX-99.1) confirms this is the completion of an all-cash acquisition with an enterprise value of approximately $2.2 billion, making Dream Finders the nation's sixth-largest homebuilder. While Item 3.02 technically addresses the unregistered equity issuance, the core material event is the completion of this transformative M\u0026A transaction, which is the principal disclosure focus across the filing.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"Dream Finders Homes, Inc.","ticker":"DFH","filing_date":"2026-10-20"},{"id":40956,"accession_number":"0001628280-26-066548","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses the completion of Dream Finders Homes' acquisition of Beazer Homes USA in an all-cash transaction with an enterprise value of approximately $2.2 billion. The press release explicitly states \"Dream Finders Homes Completes Acquisition of Beazer Homes\" and notes this is \"by far our largest\" acquisition since the company's 2021 IPO, creating the nation's sixth-largest homebuilder. This is a material M\u0026A completion event requiring disclosure under Item 1.01 or 2.01 of Form 8-K.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"Dream Finders Homes, Inc.","ticker":"DFH","filing_date":"2026-10-20"},{"id":40957,"accession_number":"0001628280-26-066548","item_number":"8.01","item_title":"Other Events.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The Item 8.01 disclosure describes Dream Finders' entry into the Ninth Amendment to its credit agreement on September 22, 2026, which modified covenants governing asset dispositions and burdensome agreements. However, the supplemental exhibits reveal the material event: Dream Finders completed its all-cash acquisition of Beazer Homes USA, Inc. for approximately $2.2 billion on October 20, 2026, making Dream Finders the nation's sixth-largest homebuilder. This is a material acquisition that fundamentally changes the registrant's business scope and scale, as explicitly stated in the press release (\"This is our ninth acquisition since our IPO in 2021 and by far our largest\"). The credit agreement amendment was a financing mechanism to support this transformative M\u0026A activity.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-10-20T21:30:48.517478+00:00","company_name":"Dream Finders Homes, Inc.","ticker":"DFH","filing_date":"2026-10-20"}]}