secwatch / observer

Dream Finders Homes, Inc. — fact timeline

Source-grounded facts extracted from Dream Finders Homes, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

DFH Dream Finders Homes, Inc. JSON

Steven Fischer was appointed as Director at Dream Finders Homes, Inc..

“On July 13, 2026, the Board of Directors (the “Board”) of Dream Finders Homes, Inc. (the “Company”) expanded the number of directors from five to seven members and appointed Richard Beckwitt and Steven Fischer to serve as directors on the Board, effective immediately.”

Richard Beckwitt was appointed as Co-Chairman of the Board at Dream Finders Homes, Inc..

“The Board appointed Mr. Beckwitt as Co-Chairman of the Board, effective immediately”
Equity Issuances

Dream Finders Homes, Inc. issued common stock.

“At the Effective Time, each outstanding share of Class A common stock, par value $0.01 per share, of the Delaware corporation (the “Delaware Corporation Class A common stock”) automatically converted into one outstanding share of Class A common stock, par value $0.01 per share, of the Texas corporation (the “Texas Corporation Class A common stock”), and each outstanding share of Class B common stock, par value $0.01 per share, of the Delaware corporation (the “Delaware Corporation Class B common stock”) automatically converted into one outstanding share of Class B common stock, par value $0.01 per share, of the Texas corporation.”
Governance Changes

Dream Finders Homes, Inc.: Reincorporation from Delaware to Texas with new certificate of formation (Texas Charter) (effective 2026-06-09).

“pursuant to which the reincorporation of the Company from the State of Delaware to the State of Texas (the “Reincorporation”) became effective on June 9, 2026, at 5 p.m. Eastern Time”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Series A Preferred Stock Proposal at the 2026-06-08 meeting.

“Proposal 5 – Series A Preferred Stock Proposal The Company’s stockholders approved the potential conversion of the Company’s Series A preferred stock into shares of Class A common stock in accordance with NYSE rules by the following vote:”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Reincorporation Proposal at the 2026-06-08 meeting.

“Proposal 4 – Reincorporation Proposal The Company’s stockholders approved the reincorporation of the Company to the State of Texas by conversion by the following vote:”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Non-Binding, Advisory Vote on Executive Compensation at the 2026-06-08 meeting.

“Proposal 3 – Non-Binding, Advisory Vote on Executive Compensation The Company’s stockholders approved the non-binding, advisory resolution on executive compensation for fiscal year 2025 by the following vote:”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Ratification of the Appointment of Independent Registered Public Accounting Firm at the 2026-06-08 meeting.

“Proposal 2 – Ratification of the Appointment of Independent Registered Public Accounting Firm The Company’s stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, by the following vote:”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Election of Directors at the 2026-06-08 meeting.

“Proposal 1 – Election of Directors The Company’s stockholders elected the following nominees for director to serve one-year terms expiring at the Company’s 2027 Annual Meeting of Stockholders and until such director’s successor is duly elected or appointed and qualified, or until such director’s earlier death, resignation or removal:”

Clint Szubinski was appointed as Chief Operating Officer at Dream Finders Homes, Inc..

“On June 1, 2026 , Dream Finders Homes, Inc. (the "Company") announced the appointment of Clint Szubinski as the Chief Operating Officer ("COO") of the Company, effective immediately.”
Auditor Changes

Dream Finders Homes, Inc. engaged KPMG LLP as its auditor.

“the Audit Committee appointed KPMG LLP (“KPMG”) as the Company’s independent registered public accounting firm”
Auditor Changes

Dream Finders Homes, Inc. dismissed PricewaterhouseCoopers LLP as its auditor.

“the Audit Committee dismissed PwC as the Company’s independent registered public accounting firm.”
Earnings Releases

Dream Finders Homes, Inc. reported first quarter ended March 31, 2026 results: revenue $837 million, net income $13 million, EPS $0.11 per basic share. Guidance reaffirmed.

“first quarter ended March 31, 2026. First Quarter 2026 Highlights (As Compared to First Quarter 2025) • Net sales increased 19% to 2,408 from 2,032 • Homebuilding revenues of $837 million compared to $970 million • Home closings of 1,870 compared to 1,925 • Homebuilding gross margin of 14.5% compared to 19.2% • Adjusted homebuilding gross margin (non-GAAP) of”
Debt Financings

Dream Finders Homes, Inc. incurred senior notes of $300 million aggregate principal amount with U.S. Bank Trust Company, National Association at 6.875% maturing September 15, 2030.

“the Company’s $300 million aggregate principal amount of 6.875% senior unsecured notes (the “2030 Notes”)”
Debt Financings

Dream Finders Homes, Inc. amended revolving credit of $1.475 billion with Bank of America, N.A. maturing August 21, 2028.

“America, N.A. acting as administrative agent. The Amendment, among other things, (i) provides for an increase in the aggregate commitments under the revolving credit facility to $1.475 billion, subject to a borrowing base; and (ii) extends the maturity date from June 4, 2027 to August 21, 2028 for certain new and existing lenders comprising $1.240 billion of the $1.475”

W. Radford Lovett II departed as Director at Dream Finders Homes, Inc..

“On May 8, 2025, our esteemed Director, W. Radford Lovett II notified Dream Finders Homes, Inc. (the “Company”) of his intention to retire from the Company’s Board of Directors effective as of June 9, 2025, the date of our annual shareholder meeting, due to competing priorities surrounding his business and personal commitments.”
Earnings Releases

Dream Finders Homes, Inc. reported first quarter ended March 31, 2024 results: revenue $825 million, net income $54 million, EPS $0.55 per basic share.

“Securities Act of 1933, as amended, or the Exchange Act. --- EX-99.1 (EX-99.1) --- Dream Finders Announces First Quarter 2024 Results First Quarter Homebuilding Revenues of $825 million Net New Orders Up 19% , Net Income to DFH Up 11% Return on Participating Equity of 34.9% Jacksonville, FL. — May 2, 2024 — Dream Finders Homes, Inc. (the “Company”, “Dream”
Earnings Releases

Dream Finders Homes, Inc. reported financial results for the three months and fiscal year ended December 31, 2023.

“issued a press release announcing its financial results for the three months and fiscal year ended December 31, 2023”
Earnings Releases

Dream Finders Homes, Inc. reported the three months ended September 30, 2023 results: revenue $894 million, net income $76 million, EPS $0.79 per basic share. Guidance raised.

“the third quarter ended September 30, 2023. Third Quarter 2023 Highlights (As Compared to Third Quarter 2022, unless otherwise noted) • Homebuilding revenues increased 14% to $894 million from $784 million • Home closings increased 17% to 1,798 from 1,542 • Net new orders increased 38% to 1,535 from 1,110 • Gross margin as a percentage of homebuilding revenues”
Debt Financings

Dream Finders Homes, Inc. incurred senior notes of $300 million with U.S. Bank Trust Company, National Association at 8.250% maturing August 15, 2028.

“On August 22, 2023, Dream Finders Homes, Inc. (the “Company”) and certain of its subsidiaries (the “Guarantors”) entered into an Indenture (the “Indenture”) among the Company, the Guarantors and U.S. Bank Trust Company, National Association, as trustee, governing the terms of the Company’s $300 million aggregate principal amount of 8.250% Senior Notes due 2028”
Material Agreements

Dream Finders Homes, Inc. entered into Indenture with U.S. Bank Trust Company, National Association, as trustee valued at $300 million aggregate principal amount of 8.250% Senior Notes due 2028 (effective 2023-08-22).

“On August 22, 2023, Dream Finders Homes, Inc. (the “Company”) and certain of its subsidiaries (the “Guarantors”) entered into an Indenture (the “Indenture”) among the Company, the Guarantors and U.S. Bank Trust Company, National Association, as trustee, governing the terms of the Company’s $300 million aggregate principal amount of 8.250% Senior Notes due 2028 ( the “Notes”).”
Material Agreements

Dream Finders Homes, Inc. entered into Purchase Agreement with BofA Securities, Inc., as representative of the several initial purchasers valued at $300,000,000 (effective 2023-08-08).

“On August 8, 2023, Dream Finders Homes, Inc. (the “Company”) and certain of its subsidiaries (the “Guarantors”) entered into a purchase agreement (the “Purchase Agreement”) with BofA Securities, Inc. (“BofA”), as representative of the several initial purchasers named therein (collectively, the “Initial Purchasers”), pursuant to which the Company agreed to issue and sell $300,000,000 in aggregate principal amount of the Company’s 8.25% Senior Notes due 2028 (the “Notes”).”
Earnings Releases

Dream Finders Homes, Inc. updated its the second quarter ended June 30, 2023 guidance (raised).

“On August 3, 2023, Dream Finders Homes, Inc. (the “Company”) issued a press release announcing its financial results for the three months ended June 30, 2023.”
Earnings Releases

Dream Finders Homes, Inc. reported the second quarter ended June 30, 2023 results: revenue $943 million, net income $69 million, EPS $0.70 per basic share. Guidance raised.

“for the second quarter ended June 30, 2023. Second Quarter 2023 Highlights (As Compared to Second Quarter 2022, unless otherwise noted) • Homebuilding revenues increased 19% to $943 million from $791 million • Home closings increased 12% to 1,846 from 1,649 • Net new orders increased 16% to 1,655 from 1,426 • Gross margin as a percentage of homebuilding revenues”
Debt Financings

Dream Finders Homes, Inc. amended revolving credit of $1.240 billion with Bank of America, N.A. at Base Rate plus credit spreads of 1.50% to 2.30% or Term SOFR Rate plus credit sp maturing July 17, 2026.

“as administrative agent. The Amendments, among other things, (i) provide for an increase in the aggregate commitments under the revolving credit facility from $1.075 billion to $1.240 billion, subject to a borrowing base; (ii) extend the maturity date from June 2, 2025 to July 17, 2026 for certain new and existing lenders comprising $1.085 billion of the $1.240”
Material Agreements

Dream Finders Homes, Inc. amended Second Amendment and a Third Amendment with Bank of America, N.A. valued at $1.240 billion (effective 2023-07-19).

“On July 19, 2023, Dream Finders Homes, Inc., a Delaware corporation (the “Company”), entered into a Second Amendment and a Third Amendment (collectively, the “Amendments”) to its Amended and Restated Credit Agreement dated as of June 2, 2022 (as amended, the “Credit Agreement”).”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Non-Binding, Advisory Vote on Executive Compensation at the 2023-05-22 meeting.

“The Company’s stockholders approved the non-binding, advisory resolution on executive compensation for fiscal year 2022 by the following vote:”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Ratification of the Appointment of Independent Registered Public Accounting Firm at the 2023-05-22 meeting.

“The Company’s stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023, by the following vote:”
Shareholder Votes

Dream Finders Homes, Inc. shareholders approved Election of Directors at the 2023-05-22 meeting.

“Proposal 1 – Election of Directors The Company’s stockholders elected the following nominees for director to serve one-year terms expiring at the Company’s 2024 Annual Meeting of Stockholders and until such director’s successor is duly elected or appointed and qualified, or until such director’s earlier death, resignation or removal:”
Earnings Releases

Dream Finders Homes, Inc. updated its full year 2023 guidance (reaffirmed).

“Dream Finders Homes maintains its guidance of approximately 6,000 home closings for the full year 2023.”
Earnings Releases

Dream Finders Homes, Inc. reported first quarter ended March 31, 2023 results: revenue $767 million, net income $49 million, EPS $0.49 per basic share.

“Homebuilding revenues in the first quarter 2023 increased 16% to $767 million, compared to $662 million in the first quarter 2022. Home closings increased 11% to 1,517, compared to 1,371 in the first quarter 2022. Average sales price (“ASP”) of homes closed for the first quarter 2023 increased to $490,553, compared to $470,218 in the first quarter 2022. Homebuilding gross margin percentage in the first quarter 2023 was 17.0%, compared to 18.7% in the first quarter 2022. The gross margin decrease was attributable to increases in cost of funds, as well as closing costs, as we continue to incentivize homebuyers to close homes. Selling, general and administrative expense (“SG&A”) as a percentage of homebuilding revenues improved 100 basis points (“bps”) to 8% in the first quarter 2023, compared to 9% in the first quarter 2022, as a result of our continued cost management efforts. In the first quarter 2023, SG&A included a $2 million charge related to write-offs of earnest deposits and due”
Earnings Releases

Dream Finders Homes, Inc. reported Full Year 2022 vs Full Year 2021 results: revenue Homebuilding revenues increased 74% to $3.3 billion, net income Net income attributable to DFH increased 117% to $262 million, or $2.67 per basic share, EPS $2.67 per basic share.

“Homebuilding revenues increased 74% to $3.3 billion, a Company record, compared to $1.9 billion”
Earnings Releases

Dream Finders Homes, Inc. reported Q4 2022 vs Q4 2021 results: revenue Homebuilding revenues increased 29% to $1.1 billion, net income Net income attributable to DFH increased 51% to $86 million, or $0.89 per basic share, EPS $0.89 per basic share.

“Homebuilding revenues increased 29% to $1.1 billion, a Company record, compared to $850 million”

William W. Weatherford was appointed as director at Dream Finders Homes, Inc..

“expanded the number of directors to seven members and appointed William W. Weatherford to serve as a director on the Board, effective immediately.”
Earnings Releases

Dream Finders Homes, Inc. reported the third quarter ended September 30, 2022 results: revenue $784 million, net income $70 million, EPS $0.71 per basic share.

“the third quarter ended September 30, 2022. Third Quarter 2022 Highlights (As Compared to Third Quarter 2021, unless otherwise noted) • Homebuilding revenues increased 117% to $784 million from $361 million • Gross margin as a percentage of homebuilding revenues increased 260 basis points (bps) to 18.6% from 16.0% • Pre-tax income increased 196% to $82 million,”

Leonard M. Sturm was appointed as director and Chairman of the Audit Committee at Dream Finders Homes, Inc..

“On September 30, 2022, the Board of Directors (the “Board”) of Dream Finders Homes, Inc. (the “Company”) expanded the number of directors to six members and appointed Leonard M. Sturm to serve as director on the Board.”

L. Anabel Fernandez was appointed as Chief Financial Officer and Principal Accounting Officer at Dream Finders Homes, Inc..

“E ffective September 22, 2022, L. Anabel Fernandez will serve as principal accounting officer, in addition to her current role as Chief Financial Officer of the Company.”

John O. Blanton resigned as Vice President and Chief Accounting Officer at Dream Finders Homes, Inc..

“On September 8, 2022, John O. Blanton, Vice President and Chief Accounting Officer, notified Dream Finders Homes, Inc. (the “Company”) of his decision to resign his employment with the Company, effective September 22, 2022, in order to pursue a new opportun ity.”

L. Anabel Fernandez changed role as Chief Financial Officer at Dream Finders Homes, Inc..

“On April 1, 2022, the Board of Directors of the Company promoted Ms. Fernandez to the position of Chief Financial Officer.”

Lorena Anabel Fernandez was appointed as Interim Chief Financial Officer at Dream Finders Homes, Inc..

“On October 6, 2021, the Board of Directors of the Company appointed Lorena Anabel Fernandez, the Company’s Treasurer and Vice President, as Interim Chief Financial Officer of the Company to assume the duties as principal financial officer of the Company, effective immediately.”

Rick A. Moyer resigned as Senior Vice President and Chief Financial Officer at Dream Finders Homes, Inc..

“On September 30, 2021, Rick A. Moyer, Senior Vice President and Chief Financial Officer of Dream Finders Homes, Inc. (the “Company”), notified the Company that he has resigned in order to pursue other opportunities.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.