Insider and congress filings
Builders FirstSource, Inc. (BLDR)
Free on iOS and Android.
About Builders FirstSource, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Basic Materials
- Industry
- Construction Materials
- Chief executive
- Peter Jackson
- Employees
- 28,000
- Listed since
- Jun 28, 2005
- Market value
- $5.8B
- Price to earnings (12 mo)
- 58.2
- Net income per share, as reported (12 mo)
- $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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding BLDR
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Brave Warrior Advisors | $209.4M | 2,340,571 | 4.6% |
| D1 Capital PartnersDaniel Sundheim | $146.7M | 1,639,222 | 0.4% |
| Zimmer Partners | $23.5M | 262,500 | 0.5% |
3 of the 97 fund managers we track list BLDR shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Open-market insider trades
2 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| David E. RushDirector | Sold | 5,000 | $78.17 | $391K | May 8, 2026filed May 12, 2026 | 2d |
| Paul S. LevyDirector | Bought | 50,000 | $87.73 | $4.4M | Mar 13, 2026filed Mar 16, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Michael HillerCOO-Designate | Stock award | 12,808 | Oct 18, 2026 |
| Cory Jacobs BoydstonDirector | Stock award | 470 | Sep 10, 2026 |
| Cleveland A. ChristopheDirector | Stock award | 564 | Sep 10, 2026 |
| William B. HayesDirector | Stock award | 583 | Sep 10, 2026 |
| Paul S. LevyDirector | Stock award | 1,204 | Sep 10, 2026 |
| Maria RenzDirector | Stock award | 489 | Sep 10, 2026 |
| Dirkson R. CharlesDirector | Stock award | 470 | Sep 10, 2026 |
| James OlearyDirector | Stock award | 564 | Sep 10, 2026 |
| Craig Arthur SteinkeDirector | Stock award | 564 | Sep 10, 2026 |
| 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 |
| 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 |
| Cleveland A. ChristopheDirector | Stock award | 491 | Jun 1, 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.
Congress trades in BLDR
20 disclosures of 33 on record · median 21d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -21.6%S&P 500 +0.3% · -21.9 pts vs S&P 500 | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -21.0%After the saleS&P 500 -1.7% · -19.3 pts vs S&P 500 | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -19.0%S&P 500 -0.5% · -18.6 pts vs S&P 500 | Aug 24, 2026 | Sep 4, 2026 | 11d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -27.5%S&P 500 +1.7% · -29.2 pts vs S&P 500 | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -24.6%After the saleS&P 500 +0.1% · -24.6 pts vs S&P 500 | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -24.9%S&P 500 +5.4% · -30.4 pts vs S&P 500 | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -26.6%After the saleS&P 500 +1.3% · -27.9 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -36.9%S&P 500 +6.4% · -43.3 pts vs S&P 500 | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -27.9%After the saleS&P 500 +20.3% · -48.1 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -48.2%S&P 500 +10.5% · -58.7 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -54.6%After the saleS&P 500 +10.3% · -64.9 pts vs S&P 500 | Jan 22, 2026 | Feb 6, 2026 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -60.6%After the saleS&P 500 +17.8% · -78.5 pts vs S&P 500 | Aug 13, 2025 | Sep 9, 2025 | 27d |
| Ro Khanna | Stock | Sale | Not captured | n/a | Sep 4, 2025 | Sep 9, 2025 | 5d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -51.7%After the saleS&P 500 +27.8% · -79.4 pts vs S&P 500 | May 19, 2025 | Jun 10, 2025 | 22d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -47.1%After the saleS&P 500 +29.3% · -76.4 pts vs S&P 500 | May 28, 2025 | Jun 10, 2025 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -51.5%S&P 500 +42.0% · -93.5 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -60.7%After the saleS&P 500 +23.9% · -84.7 pts vs S&P 500 | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -62.6%S&P 500 +42.6% · -105.2 pts vs S&P 500 | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -62.0%S&P 500 +47.0% · -109.0 pts vs S&P 500 | Aug 5, 2024 | Sep 6, 2024 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -62.8%S&P 500 +46.6% · -109.4 pts vs S&P 500 | Aug 7, 2024 | Sep 6, 2024 | 30d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in BLDR, filterable by party, chamber, type and account.
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.
How quickly are BLDR trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 21 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 Oct 26, 2026.