Welcome to our dedicated page for Armour Residential Reit SEC filings (Ticker: ARR), 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.
ARMOUR Residential REIT, Inc. filings document a mortgage REIT that invests in a leveraged portfolio of Agency mortgage-backed securities and manages interest-rate and MBS price risk through financing, hedging and liquidity strategies. Its 8-K filings report operating results, financial-position presentations, common and preferred stock dividend announcements, and Regulation FD materials.
ARMOUR's regulatory record also covers its common stock and Series C preferred stock, REIT tax distribution framework, at-the-market equity activity, repurchases, external management arrangements with ARMOUR Capital Management LP, and annual proxy matters. Proxy and governance filings include director and compensation disclosures, equity incentive plan approvals, shareholder voting matters and related corporate governance information.
ULM SCOTT reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT CEO Scott Ulm received a compensation grant of 150,000 units of phantom stock. Each unit is the economic equivalent of one share of Armour common stock. The award was granted under the company’s Fourth Amended and Restated 2009 Stock Incentive Plan.
The phantom stock vests on a time-based schedule: 7,500 units will vest on each of August 20, November 20, February 20, and May 20 through May 20, 2031. Within 30 days after each vesting date, Ulm will receive an equal number of Armour common shares. Following this grant, he holds 183,490 phantom stock units directly.
Losyev Sergey reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT’s Co-Chief Investment Officer, Sergey Losyev, received a compensation grant of 50,000 units of phantom stock. Each phantom unit is the economic equivalent of one share of Armour common stock and will settle in common shares as it vests.
The award vests on a time-based schedule: 2,500 phantom shares vest on each of August 20, November 20, February 20, and May 20 through May 20, 2031. Within 30 days after each vesting date, Losyev will receive an equal number of Armour common shares. Following this grant, he holds 72,500 phantom stock units.
Armour Residential REIT’s Co-Chief Investment Officer, Macauley Desmond, received a grant of 50,000 units of phantom stock, each economically equivalent to one share of Armour common stock. Following the award, his phantom stock balance is 72,500 units, reflecting a compensation-related increase, not a market purchase.
The grant was made under Armour’s Fourth Amended and Restated 2009 Stock Incentive Plan and follows a time-based vesting schedule. 2,500 phantom shares vest on each of August 20, November 20, February 20, and May 20 through May 20, 2031. Within 30 days after each vesting date, Desmond will be entitled to receive an equal number of Armour common shares, converting this derivative award into actual stock over time.
Harper Gordon reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT, Inc. CFO Gordon Harper received a grant of 75,000 units of phantom stock, each economically equivalent to one share of Armour common stock. This is a compensation-related award, not an open-market purchase or sale.
The grant vests on a time-based schedule: 3,750 phantom shares vest on each of August 20, November 20, February 20, and May 20, continuing through May 20, 2031. Within 30 days after each vesting date, Harper is entitled to receive an equal number of Armour common shares. Following this grant, Harper directly holds 129,600 phantom stock units.
ARMOUR Residential REIT, Inc. furnished a June 2026 investor presentation under Regulation FD, providing a monthly portfolio and capital update as of May 31, 2026. The company reports a total portfolio market value of $22,198 million, with 93.8% in agency mortgage-backed securities and related positions.
Key balance sheet metrics include a common stock price of $17.15, debt‑equity of 7.9, implied leverage of 8.0, and liquidity of $1,161.9 million, representing 46% of total capital. Q1 2026 market capitalization is shown at $2,062.1 million.
For income, ARMOUR declares a June 2026 common dividend of $0.24 per share, corresponding to a 16.8% current dividend yield. Funding is primarily through repurchase agreements totaling $19,867 million, and interest rate risk is hedged with swaps totaling $15,339 million of notional, with a weighted average remaining term of 53 months and a 2.74% average rate.
ARMOUR Residential REIT, Inc. declared a June 2026 cash dividend of $0.24 per share on its common stock. The dividend will be paid on June 29, 2026 to stockholders of record as of June 15, 2026. The company notes that to maintain its REIT tax status it must distribute substantially all of its ordinary REIT taxable income, and that actual dividend levels are set at the board’s discretion based on operating results, cash flows, financial condition, capital needs and market conditions.
Armour Residential REIT director John P. Hollihan III reported compensation-related stock transactions, not open-market trading. On May 21, 2026, he exercised 1,900 units of phantom stock, converting 1,140 units into an equal number of common shares and using 760 shares to cover income taxes. The filing also notes that his holdings include 5,019 common shares previously acquired through the company’s dividend reinvestment plan.
Armour Residential REIT director Z Jamie Behar exercised phantom stock into common shares. On May 21, 2026, Behar converted 1,900 vested phantom stock units into 1,900 shares of Armour common stock, a compensation-related derivative exercise rather than an open-market trade. Following the transaction, Behar directly holds 15,444 common shares and 30,254 phantom stock units, each economically equivalent to one common share.
Armour Residential REIT director Carolyn Downey reported compensation-related stock transactions, not open-market trading. On May 21, 2026, she exercised 1,900 units of phantom stock, which are economically equivalent to common shares. She converted 950 units into 950 shares of common stock and converted the remaining 950 units into cash solely to pay income taxes on the vested stock. After these transactions, she directly owned 28,824 shares of common stock, and her phantom stock balance was 30,254 units, reflecting a routine vesting and tax-withholding event rather than a discretionary stock sale.
Armour Residential REIT director Robert C. Hain reported compensation-related stock activity. On May 21, 2026, he exercised 1,900 units of phantom stock, which are each economically equivalent to one common share. He converted 950 units into 950 shares of common stock and converted the remaining 950 units into cash solely to pay income taxes on the vested stock, a tax-withholding disposition rather than an open‑market sale. After these transactions, Hain directly holds 3,431 shares of common stock and 30,254 units of phantom stock.