
Insider and congress filings
Builders FirstSource, Inc. (BLDR)
NYSE · Basic Materials · 386 insider filings · 33 congress trades · last filed 7 days agoS&P 500
About Builders FirstSource, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Basic Materials
- Industry
- Construction Materials
- Chief executive
- Peter Jackson
- Employees
- 28,000
- Listed since
- Jun 28, 2005
- Market value
- $6.6B
- Price to earnings
- 66.7
- Earnings per share
- $0.94
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $1.17 | $1.25 | $3.9B | $3.9B | EPS missRevenue in line |
| Q1 FY2026reported Apr 30, 2026 | $0.27 | $0.39 | $3.3B | $3.2B | EPS missRevenue beat |
| Q4 FY2025reported Feb 17, 2026 | $1.12 | $1.30 | $3.4B | $3.5B | EPS missRevenue miss |
| Q3 FY2025reported Oct 30, 2025 | $1.88 | $1.75 | $3.9B | $3.9B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $2.38 | $2.35 | $4.2B | $3.9B | EPS in lineRevenue beat |
| Q1 FY2025reported May 1, 2025 | $1.51 | $1.50 | $3.7B | $4.3B | EPS in lineRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 2, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Peter M. JacksonChief Executive Officer and President | $1.0M | $6.6M | $560K | $8.1M |
| Steve J. HerronChief Operating Officer | $736K | $3.3M | $347K | $4.4M |
| Gayatri NarayanPresident - Technology and Digital Solutions | $390K | $2.4M | $711K | $3.5M |
| Mike HillerChief Talent Officer | $625K | $2.3M | $243K | $3.1M |
| Pete R. BeckmannExecutive Vice President and Chief Financial Officer | $690K | $1.8M | $262K | $2.7M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $700.9M | 7,833,417 | -10.6% | 7.21% |
| Vanguard Capital Management LLC | $613.4M | 6,854,631 | -2.5% | 6.31% |
| State Street Corp | $433.1M | 4,839,758 | -5.5% | 4.45% |
| Vanguard Portfolio Management LLC | $372.4M | 4,162,116 | -3.6% | 3.83% |
| Capital International Investors | $349.6M | 3,907,321 | +32.8% | 3.59% |
| Pictet Asset Management Holding Sa | $340.1M | 3,801,076 | +175.8% | 3.50% |
| Wellington Management Group LLP | $310.1M | 3,465,251 | -5.8% | 3.19% |
| Dimensional Fund Advisors LP | $307.8M | 3,439,279 | +15.9% | 3.16% |
| Invesco Ltd. | $299.4M | 3,346,367 | +28.5% | 3.08% |
| Geode Capital Management, LLC | $253.2M | 2,834,402 | -1.7% | 2.61% |
| Coliseum Capital Management, LLC | $232.5M | 2,598,218 | +24.1% | 2.39% |
| Brave Warrior Advisors, LLC | $209.4M | 2,340,571 | -1.3% | 2.15% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
2 filings of 386 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| David E. RushDirector | Sold | 5,000 | $78.17 | $391K | May 8, 2026 | 4d |
| Paul S. LevyDirector | Bought | 50,000 | $87.73 | $4.4M | Mar 13, 2026 | 3d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in BLDR
20 disclosures of 33 on record · median 22d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -12.6%S&P -0.1% · vs S&P 500 -12.4% | Aug 24, 2026 | Sep 4, 2026 | 11d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -14.7%S&P -1.4% · vs S&P 500 -13.3% | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -15.3%S&P +0.6% · vs S&P 500 -15.9% | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -21.7%S&P +2.0% · vs S&P 500 -23.7% | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -18.5%S&P +0.4% · vs S&P 500 -18.9% | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -18.9%S&P +5.8% · vs S&P 500 -24.7% | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -20.8%S&P +1.6% · vs S&P 500 -22.3% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -31.8%S&P +6.8% · vs S&P 500 -38.6% | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -22.1%S&P +20.7% · vs S&P 500 -42.8% | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -44.0%S&P +10.9% · vs S&P 500 -54.9% | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -51.0%S&P +10.6% · vs S&P 500 -61.6% | Jan 22, 2026 | Feb 6, 2026 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -57.5%S&P +18.2% · vs S&P 500 -75.7% | Aug 13, 2025 | Sep 9, 2025 | 27d |
| Ro Khanna | Stock | Sale | n/a | n/a | Sep 4, 2025 | Sep 9, 2025 | 5d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -42.9%S&P +29.7% · vs S&P 500 -72.6% | May 28, 2025 | Jun 10, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -47.8%S&P +28.2% · vs S&P 500 -76.0% | May 19, 2025 | Jun 10, 2025 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -47.6%S&P +42.4% · vs S&P 500 -90.1% | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -57.6%S&P +24.3% · vs S&P 500 -81.9% | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -59.8%S&P +47.1% · vs S&P 500 -106.9% | Aug 7, 2024 | Sep 6, 2024 | 30d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -59.6%S&P +43.1% · vs S&P 500 -102.7% | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -59.0%S&P +47.5% · vs S&P 500 -106.5% | Aug 5, 2024 | Sep 6, 2024 | 32d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Todd VancePresident - East Division | Stock award | 3,366 | Jul 18, 2026 |
| Paul VaughnPresident - West Division | Stock award | 3,366 | Jul 18, 2026 |
| Matthew Coley O'BrienChief Human Resources Officer | Stock award | 7,406 | Jul 18, 2026 |
| Gayatri NarayanPresident - Tech & Digital | Tax withholding | 2,842 | Jun 13, 2026 |
| Stephen J. HerronChief Operating Officer | Gift | 850 | Jun 5, 2026 |
| Michael HillerCOO-Designate | Gift | 900 | Jun 4, 2026 |
| Cleveland A. ChristopheDirector | Stock award | 491 | Jun 1, 2026 |
| Craig Arthur SteinkeDirector | Stock award | 491 | Jun 1, 2026 |
| Dirkson R. CharlesDirector | Stock award | 409 | Jun 1, 2026 |
| William B. HayesDirector | Stock award | 508 | Jun 1, 2026 |
| Paul S. LevyDirector | Stock award | 1,049 | Jun 1, 2026 |
| Mark A. AlexanderDirector | Stock award | 409 | Jun 1, 2026 |
| James OlearyDirector | Stock award | 491 | Jun 1, 2026 |
| Maria RenzDirector | Stock award | 426 | Jun 1, 2026 |
| Cory Jacobs BoydstonDirector | Stock award | 409 | Jun 1, 2026 |
| David E. RushDirector | Stock award | 2,558 | May 14, 2026 |
| James OlearyDirector | Stock award | 2,558 | May 14, 2026 |
| Cleveland A. ChristopheDirector | Stock award | 2,558 | May 14, 2026 |
| Dirkson R. CharlesDirector | Stock award | 2,558 | May 14, 2026 |
| Paul S. LevyDirector | Stock award | 2,558 | May 14, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling BLDR?
Across the 2 most recent open-market filings shown here, 1 was a purchase and 1 was a sale.
Which members of Congress have traded BLDR?
Ro Khanna disclosed BLDR transactions in the filings shown here.
Is BLDR in the S&P 500 or the Nasdaq 100?
Builders FirstSource, Inc. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are BLDR trades disclosed?
Insider filings on this page reached the public a median of 4 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
