Entry Into a Material Definitive Agreement. Founder’s Rights Agreement As previously disclosed, on February 7, 2025, Millrose Properties, Inc., a Maryland corporation (the “Company”), entered into the Founder’s Rights Agreement (the “FRA”) with U.S. Home, LLC, a Delaware limited liability company (“U.S. Home”), Lennar Homes Holding, LLC, a Delaware limited liability company (“Lennar Homes Holding”) and CalAtlantic Group, LLC, a Delaware limited liability company (“CalAtlantic” and, together w…

Entry into a Material Definitive Agreement. On August 5, 2026 (the “Effective Date”), Millrose Properties, Inc., a Maryland corporation (the “Company”), entered into that certain Amendment No. 1 to Amended and Restated Credit Agreement (“Amendment No. 1”), among the Company, the guarantors party thereto, the lenders and issuing banks party thereto and JPMorgan Chase Bank, N.A., as administrative agent (in such capacity, the “Administrative Agent”), which amended that certain Amended and Resta…

Results of Operations and Financial Condition. On August 4, 2026, Millrose Properties, Inc. (the "Company") issued a press release announcing its results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exch…

Other Events. On June 23, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.77 per share on the Company’s Class A common stock and Class B common stock, payable on July 15, 2026, to stockholders of record as of the close of business on July 6, 2026.

Results of Operations and Financial Condition. On May 6, 2026, Millrose Properties, Inc. (the "Company") issued a press release announcing its results for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed 'filed' for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchan…

Entry into a Material Definitive Agreement. On March 25, 2026 (the “Effective Date”), Millrose Properties, Inc., a Maryland corporation (the “Company”), entered into that certain Amended and Restated Credit Agreement (the “Credit Agreement”) with the lenders party thereto, the issuing banks party thereto and JPMorgan Chase Bank, N.A., as administrative agent for the lenders, which amended and restated the Company’s prior credit agreement. The Credit Agreement provides for (i) a four-year revo…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in

Other Events. On March 23, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.76 per share on the Company’s Class A common stock and Class B common stock, payable on April 15, 2026, to stockholders of record as of the close of business on April 3, 2026.

Results of Operations and Financial Condition. On February 26, 2026, Millrose Properties, Inc. (the "Company") issued a press release announcing its results for the quarter and year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed 'filed' for the purpose of Section 18 of the Securities Exchange Act of 1934, as am…

Other Events. On December 22, 2025, the Company’s Board of Directors declared a quarterly cash dividend of $0.75 per share on the Company’s Class A common stock and Class B common stock, payable on January 15, 2026, to stockholders of record as of the close of business on January 5, 2026.

Results of Operations and Financial Condition. On October 23, 2025, Millrose Properties, Inc. (the "Company") issued a press release announcing its results for the quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed 'filed' for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended (th…

Results of Operations and Financial Condition. On October 9, 2025, Millrose Properties, Inc. (the “Company”) issued a press release containing the Company’s preliminary unaudited financial results for the three and nine months ended September 30, 2025. These preliminary financial results are unaudited, based on currently available information and do not present all necessary information for a complete understanding of the Company’s financial condition as of September 30, 2025, or its results…

Other Events. On September 22, 2025, the Company’s Board of Directors declared a quarterly cash dividend of $0.73 per share on the Company’s Class A common stock and Class B common stock, payable on October 15, 2025, to stockholders of record as of the close of business on October 3, 2025.

Termination of a Material Definitive Agreement. The receipt by the Company of the net cash proceeds from the Offering triggered a mandatory prepayment under that certain Credit Agreement, dated as of June 24, 2025 (as amended, the “DDTL Credit Agreement”), by and among the Company, the lenders from time to time party thereto, and Goldman Sachs Bank USA, as administrative agent (the “Administrative Agent”). The Company used a portion of the net cash proceeds from the Offering to repay in full…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of Registrant. The information provided in

Entry into a Material Definitive Agreement. On September 11, 2025, Millrose Properties, Inc. (“Millrose” or the “Company”) completed the offer and sale (the “Offering”) of $750 million aggregate principal amount of its 6.250% Senior Notes due 2032 (the “Notes”). The Notes were issued and sold to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and to certain non-U.S. persons in accordanc…

Other Events. On September 8, 2025, Millrose Properties, Inc. (“Millrose” or the “Company”) issued a press release announcing the pricing of its previously announced private offering (the “Offering”) of $750 million aggregate principal amount of its 6.25% Senior Notes due 2032 (the “Notes”), representing a $250 million upsize from the previously announced offering size, at an initial offering price of 100.000% of the principal amount plus accrued interest, if any, from September 11, 2025. The…

Other Events. Announcement of Notes Offering On September 8, 2025, Millrose issued a press release announcing that it plans to offer (the “Offering”) up to $500,000,000 aggregate principal amount of senior notes due 2032 (the “Notes”), subject to market conditions. The Offering will be exempt from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”). The Notes and related guarantee are being offered only to persons reasonably believed to be qualified…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of Registrant. The information provided in

Entry into a Material Definitive Agreement. On August 7, 2025, Millrose Properties, Inc. (“Millrose” or the “Company”) completed the offer and sale (the “Offering”) of $1.25 billion aggregate principal amount of its 6.375% Senior Notes due 2030 (the “Notes”). The Notes were issued and sold to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and to certain non-U.S. persons in accordance w…

Other Events. On August 4, 2025, Millrose Properties, Inc. (“Millrose” or the “Company”) issued a press release announcing the pricing of its private offering (the “Offering”) of $1.25 billion aggregate principal amount of its 6.375% Senior Notes due 2030 (the “Notes”), representing a $250 million upsize from the previously announced offering size, at an initial offering price of 100.000% of the principal amount plus accrued interest, if any, from August 7, 2025. The Notes were offered to per…

Entry into a Material Definitive Agreement. Delayed Draw Term Loan Agreement Amendment On August 1, 2025, Millrose Properties, Inc. (“Millrose” or the “Company”) entered into a first amendment (the “First Amendment to DDTL”) to the Credit Agreement, dated June 24, 2025 (the “DDTL Credit Agreement”), by and among the Company, the lenders party thereto and Goldman Sachs Bank USA, as administrative agent for the lenders. The DDTL Credit Agreement was amended pursuant to the First Amendment to DD…

Other Events. Announcement of Notes Offering On August 4, 2025, Millrose issued a press release announcing that it plans to offer (the “Offering”) up to $1.0 billion aggregate principal amount of senior notes due 2030 (the “Notes”), subject to market conditions. The Offering will be exempt from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”). The Notes and related guarantee are being offered only to persons reasonably believed to be qualified ins…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth in

Results of Operations and Financial Condition. On July 31, 2025, Millrose Properties, Inc. (the "Company") issued a press release announcing its results for the quarter ended June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed 'filed' for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended (the "Excha…