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Equity Research
XNYS · RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS · RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
Includes notes from domestic 8-K and foreign private issuer 6-K disclosures.
TL;DR: Builders FirstSource is separating from Gayatri Narayan, President of Technology and Digital Solutions, effective August 14, 2026. The departure removes the executive overseeing the company's tech and digital stra…
Builders FirstSource (BLDR) had 1 Form 144 pre-sale notice filed on 2026-05-08. Form 144 filings signal an insider's intent to sell securities under SEC Rule 144 — they do not confirm a completed transaction.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 7/18/2026 | Vance Todd | President - East Division | GRANT | 3,366 | — | — |
| 7/18/2026 | Vaughn Paul | President - West Division | GRANT | 3,366 | — | — |
| 7/18/2026 | O'Brien Matthew Coley | Chief Human Resources Officer | GRANT | 7,406 | — | — |
| 6/13/2026 | Narayan Gayatri | President - Tech & Digital | TAX_WITHHOLD | -2,842 | $78 | $221,022 |
| 6/5/2026 | Herron Stephen J | Chief Operating Officer | GIFT | -850 | — | — |
| 6/4/2026 | Hiller Michael | COO-Designate | GIFT | -900 | — | — |
| 6/1/2026 | Boydston Cory Jacobs | — | GRANT | 409 | $76 | $31,190 |
| 6/1/2026 | Renz Maria | — | GRANT | 426 | $76 | $32,487 |
| 6/1/2026 | ALEXANDER MARK A | — | GRANT | 409 | $76 | $31,190 |
| 6/1/2026 | OLEARY JAMES | — | GRANT | 491 | $76 | $37,444 |
| 6/1/2026 | CHRISTOPHE CLEVELAND A | — | GRANT | 491 | $76 | $37,444 |
| 6/1/2026 | LEVY PAUL S | — | GRANT | 1,049 | $76 | $79,997 |
| 6/1/2026 | Hayes William B | — | GRANT | 508 | $76 | $38,740 |
| 6/1/2026 | Charles Dirkson R | — | GRANT | 409 | $76 | $31,190 |
| 6/1/2026 | Steinke Craig Arthur | — | GRANT | 491 | $76 | $37,444 |
| 5/14/2026 | LEVY PAUL S | — | GRANT | 2,558 | — | — |
| 5/14/2026 | Hayes William B | — | GRANT | 2,558 | — | — |
| 5/14/2026 | Renz Maria | — | GRANT | 2,558 | — | — |
| 5/14/2026 | ALEXANDER MARK A | — | GRANT | 2,558 | — | — |
| 5/14/2026 | CHRISTOPHE CLEVELAND A | — | GRANT | 2,558 | — | — |
| Date | Filer | Relationship | Est. shares | Filing |
|---|---|---|---|---|
| 5/8/2026 | Rush David E | — | 5,000 | SEC |
| Institution | Shares | Value ($) | Change % | Filing date |
|---|---|---|---|---|
| BlackRock | 11,340,555 | $1,569,646,211 | — | 8/13/2024 |
| Vanguard Group | 12,377,575 | $1,273,528,692 | — | 1/29/2026 |
| BlackRock | 8,876,413 | $913,294,102 | — | 2/12/2026 |
| BlackRock | 8,761,277 | $721,315,954 | -1.3% | 5/13/2026 |
| BlackRock | 7,833,417 | $700,934,166 | -10.6% | 8/7/2026 |
| State Street | 5,108,120 | $525,574,467 | — | 2/13/2026 |
| State Street | 4,839,758 | $433,067,055 | -5.5% | 8/7/2026 |
| State Street | 5,120,090 | $421,537,010 | 0.2% | 5/15/2026 |
| Fidelity (FMR) | 3,476,283 | $357,674,831 | — | 2/17/2026 |
| Citadel Advisors | 1,602,288 | $164,859,412 | — | 2/17/2026 |
| Morgan Stanley | 1,543,719 | $158,833,499 | — | 5/27/2026 |
| Goldman Sachs | 1,716,804 | $141,344,473 | 68.0% | 5/15/2026 |
| Morgan Stanley | 1,552,867 | $138,950,771 | 9.9% | 8/13/2026 |
| Goldman Sachs | 1,391,799 | $124,538,135 | -18.9% | 8/14/2026 |
| Morgan Stanley | 1,413,231 | $116,351,346 | -8.4% | 5/15/2026 |
| Goldman Sachs | 1,022,000 | $105,153,580 | — | 3/25/2026 |
| Fidelity (FMR) | 1,266,304 | $104,254,846 | -63.6% | 5/15/2026 |
| Citadel Advisors | 937,406 | $83,879,089 | 10.8% | 8/14/2026 |
| Millennium Management | 1,013,362 | $83,430,093 | 240.4% | 5/15/2026 |
| Fidelity (FMR) | 795,290 | $71,162,484 | -37.2% | 8/13/2026 |