Form 4: Builders FirstSource EVP Sells Shares, Gifts Stock

Builders FirstSource EVP & General Counsel Timothy D Johnson reported the sale of 1,250 shares and a gift of 370 shares of common stock.

Summary

• Timothy D Johnson, Executive Vice President & General Counsel of Builders FirstSource, Inc. (BLDR), reported changes in his beneficial ownership of common stock.
• On August 22, 2025, Johnson sold 1,250 shares of Builders FirstSource common stock at a weighted average price of $144.85 per share.
• The sale was executed in multiple trades with prices ranging from $144.83 to $144.87 per share and was made pursuant to a Rule 10b5-1(c) plan.
• Also on August 22, 2025, Johnson gifted 370 shares of common stock to a donor-advised fund, with a reported price of $0.00.
• Following these reported transactions, Timothy D Johnson directly beneficially owns 73,151 shares of Builders FirstSource common stock.

Sentiment

Score: 5

Explanation: The filing reports routine insider transactions (sale and gift) by an executive, which are common and do not inherently indicate a positive or negative outlook for the company without further context. The sale was conducted under a Rule 10b5-1 plan.

Positives

• The sale transaction was executed pursuant to a Rule 10b5-1(c) plan, indicating a pre-scheduled sale rather than a reaction to new, non-public information.
• The filing provides transparency regarding insider stock transactions, which is beneficial for shareholders.

Negatives

• Insider selling, even if pre-scheduled, can sometimes be perceived negatively by investors, though the amount in this filing is relatively small compared to the executive's total holdings.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This Form 4 filing reports routine insider transactions and does not provide information directly related to broader industry trends or competitive landscape for the building materials and services sector.

Related Party Transactions

• The gift of 370 shares of common stock to a donor-advised fund could be considered a related party transaction.

Stakeholder Impact

• Shareholders: Provides transparency on insider holdings and transactions, which can inform investment decisions.

Key Dates

Keywords

Builders FirstSource, BLDR, Insider Transaction, Form 4, Stock Sale, Gift, Timothy D Johnson, Executive Compensation