Welcome to our dedicated page for Builders Firstsource SEC filings (Ticker: BLDR), 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.
The Builders FirstSource, Inc. (NYSE: BLDR) SEC filings page provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. Builders FirstSource uses these filings to report material events, financial results, and updates related to its operations as a supplier of building products, prefabricated components, and value-added services for professional residential construction and repair and remodeling.
Recent Forms 8-K from Builders FirstSource have been used to furnish quarterly earnings news releases, detailing net sales, gross profit, net income, Adjusted EBITDA, Adjusted EBITDA margin, Adjusted net income, and free cash flow. These filings also describe factors affecting performance, such as core organic net sales trends, commodity deflation, housing starts in the company’s geographies, and contributions from acquisitions.
Through its filings, the company explains non-GAAP measures like Adjusted EBITDA, Adjusted net income, Adjusted SG&A, and free cash flow, including how they are calculated and why management uses them for trend analysis, incentive compensation, and planning. Other filings and related disclosures may address capital structure and liquidity, including senior notes offerings, amendments to its asset-based lending facility, leverage metrics, and share repurchase activity.
On this page, AI-powered tools can help interpret lengthy filings by summarizing key sections, highlighting changes from prior periods, and pointing out items such as segment performance, capital allocation decisions, and definitions of non-GAAP metrics. Users can quickly locate quarterly results, current reports on material events, and other SEC documents relevant to evaluating Builders FirstSource’s financial condition and reporting practices.
Builders FirstSource is asking stockholders to approve six director nominees, an advisory vote on executive pay, ratification of PwC as auditor, and new 2026 Equity Incentive and Employee Stock Purchase Plans at its May 14, 2026 annual meeting in Irving, Texas.
Management highlights 2025 performance marked by resilient profitability in a soft housing market, more than $110 million invested in value-added operations, and $48 million in productivity savings. The company deployed nearly $2 billion toward growth and capital returns, completed eight acquisitions including Pleasant Valley Homes, and reports total shareholder return of 59% over three years, 152% over five years, and 829% over ten years.
Builders FirstSource repurchased about $400 million of stock in 2025 and roughly 48% of shares since August 2021. Governance initiatives include declassifying the board, adding technology-focused directors, forming a Technology Committee, and maintaining 11 independent directors out of 13.
The Vanguard Group filed an amendment to its Schedule 13G/A reporting zero beneficial ownership of Builders FirstSource Inc. common stock. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that led certain Vanguard subsidiaries to report separately. The form is signed by Ashley Grim on 03/26/2026.
Builders FirstSource, Inc. executive Vaughn Paul, President - Central Division, reported equity compensation activity in common stock. He acquired 7,663 restricted stock units under the 2014 Incentive Plan, which vest in 33.3% increments on each of March 15, 2027-2029.
He also acquired 2,237 shares through the vesting of performance-based restricted stock units. To cover related tax withholding requirements, 2,622 shares were withheld at $88.09 per share. Following these transactions, he directly holds 37,358 shares of Builders FirstSource common stock.
Builders FirstSource Chief Operating Officer Stephen J. Herron reported equity compensation and related tax withholding in company stock. He received two awards totaling 21,975 shares of common stock on March 15, 2026 with a grant price of $0.00 per share, reflecting restricted stock units under the 2014 Incentive Plan. According to footnotes, one award consists of restricted stock units that vest in 33.3% increments on March 15 of 2027, 2028, and 2029, with each unit converting into one share when vested. On the same date, 5,818 shares were withheld at $88.09 per share to satisfy tax obligations from vesting of previously granted performance-based and time-based restricted stock units. After these transactions, Herron directly owns 111,110 shares of Builders FirstSource common stock, indicating these were routine compensation and tax-related entries rather than open-market trades.
Builders FirstSource President & CEO Peter M. Jackson reported compensation-related stock transactions. He received 42,570 restricted stock units under the 2014 Incentive Plan, which vest in 33.3% increments on each of March 15, 2027, 2028, and 2029, with each unit convertible into one common share when vested.
He also acquired 8,392 shares upon vesting of previously granted performance-based restricted stock units. To cover tax withholding on these vestings, 8,508 shares were disposed of at $88.09 per share through share withholding rather than an open-market sale. After these transactions, he directly owns 272,332 shares of common stock.
Builders FirstSource, Inc. reported that Chief Talent Officer Michael Hiller received equity compensation in the form of company stock. On March 15, 2026, he acquired 11,352 restricted stock units under the 2014 Incentive Plan, which vest in 33.3% increments on each of March 15, 2027, 2028, and 2029. He also acquired 5,594 shares through the vesting of previously granted performance-based restricted stock units. To cover related tax obligations on these vestings, 3,294 shares were withheld at a price of $88.09 per share. After these compensation-related transactions and tax withholding, Hiller directly holds 53,042 shares of Builders FirstSource common stock.
Builders FirstSource, Inc. executive Scott L. Robins, President - West Division, reported equity compensation and related tax withholding transactions in common stock held indirectly through a trust. On March 15, 2026, the trust acquired 9,507 restricted stock units under the 2014 Incentive Plan, which vest in 33.3% increments on each of March 15, 2027, 2028, and 2029.
On the same date, the trust also acquired 5,594 shares upon vesting of performance-based restricted stock units granted under the same plan. To cover tax withholding obligations on vesting of these and previously granted awards, 5,057 shares were disposed of at $88.09 per share. After these transactions, indirect holdings by the trust totaled 151,247 shares of common stock.
Builders FirstSource President – Commercial Jonathan P. Cope reported equity compensation and related tax withholding, with no open‑market trading. He had 739 shares of common stock withheld at $88.09 per share to cover taxes on the vesting of previously granted restricted stock units.
He also received 5,676 restricted stock units under the company’s 2014 Incentive Plan, which vest in 33.33% increments on March 15 of 2027, 2028, and 2029, each converting into one share of common stock upon vesting. After these transactions, he directly holds 13,770 shares of common stock.
Narayan Gayatri reported acquisition or exercise transactions in this Form 4 filing.
Builders FirstSource, Inc. reported that President - Tech & Digital Gayatri Narayan received a grant of 9,365 restricted stock units of common stock on March 15, 2026, as compensation. These units vest in roughly one-third installments on March 15 of 2027, 2028, and 2029. Following this award, Narayan holds 31,094 shares directly.
Builders FirstSource Principal Accounting Officer Matthew Trester reported equity compensation awards and related tax withholding in company stock. He acquired 1,419 and 698 shares of common stock as restricted stock units under the 2014 Incentive Plan, both at a stated price of $0.00 per share.
The new restricted stock units vest in 33.3% increments on each of March 15, 2027, 2028, and 2029, with each vested unit converting into one share of common stock. In a separate transaction, 648 shares at $88.09 per share were withheld to cover tax obligations tied to vesting of previously granted performance-based and time-based restricted stock units.
After these compensation-related transactions and tax withholding, Trester directly owns 4,629 shares of Builders FirstSource common stock. The activity reflects routine stock-based compensation rather than open-market buying or selling.