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Nasdaq · USD

UFPI

UFP INDUSTRIES INC

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Tapewire entity
3970
SEC CIK
0000912767
Parsed reports
1,635

Last 12 months

Inside the activity.

0 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 27, 2025 Filed Feb 2, 2026 19:23 UTC GrantPhantom Stock Unit · Derivative 126 $92.83 $11,696.58
Disclosure

SEC source: 0001403967-26-000001 · primary_doc.xml · derivative · entry 4

Tuuk Kuras Mary · CIK 0001403967 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,903

Underlying: Common Stock · 126 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

F3 · balance_after: Includes shares credited to account based on dividends paid in 2025.

Read SEC document
December 27, 2025 Filed Feb 2, 2026 19:23 UTC GrantCommon Stock 70 $92.83 $6,498.10
Disclosure

SEC source: 0001403967-26-000001 · primary_doc.xml · nonDerivative · entry 1

Tuuk Kuras Mary · CIK 0001403967 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 6,711

Read SEC document
December 27, 2025 Filed Feb 2, 2026 17:12 UTC
Guerre Robert PaulSec, Dir of Corp Compliance
GrantPhantom Stock Unit · Derivative 254 $92.83 $23,578.82
Disclosure

SEC source: 0002058079-26-000002 · primary_doc.xml · derivative · entry 1

Guerre Robert Paul · CIK 0002058079 · Sec, Dir of Corp Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 855

Underlying: Common Stock · 254 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

Read SEC document
December 27, 2025 Filed Feb 2, 2026 16:36 UTC
COLE MICHAEL RChief Financial Officer
GrantPhantom Stock Unit · Derivative 14 $92.83 $1,299.62
Disclosure

SEC source: 0001186276-26-000002 · primary_doc.xml · derivative · entry 5

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Stock Bonus Plan

Disclosed balance after: 3,753

Underlying: Common Stock · 14 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

Read SEC document
December 27, 2025 Filed Feb 2, 2026 16:36 UTC
COLE MICHAEL RChief Financial Officer
GrantPhantom Stock Unit · Derivative 105 $92.83 $9,747.15
Disclosure

SEC source: 0001186276-26-000002 · primary_doc.xml · derivative · entry 4

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,927

Underlying: Common Stock · 105 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

Read SEC document
December 27, 2025 Filed Feb 2, 2026 16:36 UTC
COLE MICHAEL RChief Financial Officer
GrantCommon Stock 136 $92.83 $12,624.88
Disclosure

SEC source: 0001186276-26-000002 · primary_doc.xml · nonDerivative · entry 3

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 27,441

Read SEC document
December 27, 2025 Filed Feb 2, 2026 16:36 UTC
COLE MICHAEL RChief Financial Officer
GrantCommon Stock 82 $92.83 $7,612.06
Disclosure

SEC source: 0001186276-26-000002 · primary_doc.xml · nonDerivative · entry 2

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 401(k) Plan

Disclosed balance after: 29,895

Read SEC document
December 27, 2025 Filed Feb 3, 2026 20:44 UTC
SCHWARTZ WILLIAM DANNYChief Executive Officer
GrantPhantom Stock Unit · Derivative 39 $92.83 $3,620.37
Disclosure

SEC source: 0001942366-26-000001 · primary_doc.xml · derivative · entry 4

SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,995

Underlying: Common Stock · 39 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

Read SEC document
December 27, 2025 Filed Feb 3, 2026 20:44 UTC
SCHWARTZ WILLIAM DANNYChief Executive Officer
GrantCommon Stock 40 $92.83 $3,713.20
Disclosure

SEC source: 0001942366-26-000001 · primary_doc.xml · nonDerivative · entry 3

SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 10,567

Read SEC document
December 27, 2025 Filed Feb 3, 2026 20:44 UTC
SCHWARTZ WILLIAM DANNYChief Executive Officer
GrantCommon Stock 9 $92.83 $835.47
Disclosure

SEC source: 0001942366-26-000001 · primary_doc.xml · nonDerivative · entry 2

SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 401(k) Plan

Disclosed balance after: 2,454

Read SEC document
December 27, 2025 Filed Feb 3, 2026 20:05 UTC GrantPhantom Stock Unit · Derivative 201 $92.83 $18,658.83
Disclosure

SEC source: 0001649667-26-000002 · primary_doc.xml · derivative · entry 1

Budden Joan A · CIK 0001649667 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,463

Underlying: Common Stock · 201 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F3 · balance_after: Includes shares credited to account based on dividends paid during the 2025 calendar year.

Read SEC document
December 27, 2025 Filed Feb 3, 2026 19:56 UTC
Benton Patrick M.President, UFP Construction
GrantPhantom Stock Unit · Derivative 42 $92.83 $3,898.86
Disclosure

SEC source: 0001613100-26-000001 · primary_doc.xml · derivative · entry 4

Benton Patrick M. · CIK 0001613100 · President, UFP Construction

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,228

Underlying: Common Stock · 42 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

Read SEC document
December 27, 2025 Filed Feb 3, 2026 19:56 UTC
Benton Patrick M.President, UFP Construction
GrantCommon Stock 127 $92.83 $11,789.41
Disclosure

SEC source: 0001613100-26-000001 · primary_doc.xml · nonDerivative · entry 3

Benton Patrick M. · CIK 0001613100 · President, UFP Construction

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 17,508

Read SEC document
December 27, 2025 Filed Feb 3, 2026 19:56 UTC
Benton Patrick M.President, UFP Construction
GrantCommon Stock 173 $92.83 $16,059.59
Disclosure

SEC source: 0001613100-26-000001 · primary_doc.xml · nonDerivative · entry 2

Benton Patrick M. · CIK 0001613100 · President, UFP Construction

10b5-1 filing: No plan indicated

Ownership: Indirect · 401(k) Plan

Disclosed balance after: 173

Read SEC document
December 27, 2025 Filed Feb 4, 2026 13:22 UTC
Worthington Scott APresident, UFP Packaging
GrantPhantom Stock Unit · Derivative 117 $92.83 $10,861.11
Disclosure

SEC source: 0001799151-26-000001 · primary_doc.xml · derivative · entry 3

Worthington Scott A · CIK 0001799151 · President, UFP Packaging

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,798

Underlying: Common Stock · 117 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

Read SEC document
December 27, 2025 Filed Feb 4, 2026 13:22 UTC
Worthington Scott APresident, UFP Packaging
GrantCommon Stock 91 $92.83 $8,447.53
Disclosure

SEC source: 0001799151-26-000001 · primary_doc.xml · nonDerivative · entry 2

Worthington Scott A · CIK 0001799151 · President, UFP Packaging

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 13,025

Read SEC document
December 27, 2025 Filed Feb 4, 2026 13:13 UTC GrantCommon Stock 147 $92.83 $13,646.01
Disclosure

SEC source: 0001202922-26-000001 · primary_doc.xml · nonDerivative · entry 2

WALKER BRIAN C · CIK 0001202922 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 6,650

Read SEC document
December 27, 2025 Filed Feb 4, 2026 13:08 UTC GrantCommon Stock 361 $92.83 $33,511.63
Disclosure

SEC source: 0001548371-26-000001 · primary_doc.xml · nonDerivative · entry 2

Rhodes Thomas Wayne · CIK 0001548371 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 16,922

Read SEC document
December 27, 2025 Filed Feb 4, 2026 13:03 UTC GrantCommon Stock 17 $92.83 $1,578.11
Disclosure

SEC source: 0001666215-26-000002 · primary_doc.xml · nonDerivative · entry 2

Wooldridge Michael G. · CIK 0001666215 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Comp Interest

Disclosed balance after: 1,655

Read SEC document
December 27, 2025 Filed Feb 10, 2026 20:31 UTC
MISSAD MATTHEW JExecutive Chairman
GrantPhantom Stock Unit · Derivative 13 $92.83 $1,206.79
Disclosure

SEC source: 0001186284-26-000003 · primary_doc.xml · derivative · entry 5

MISSAD MATTHEW J · CIK 0001186284 · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Deferred Stock Bonus Plan

Disclosed balance after: 3,426

Underlying: Common Stock · 13 shares

Expires not disclosed

F2 · derivative.exercise_price: 1 for 1

F3 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

F3 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

Read SEC document
December 27, 2025 Filed Feb 10, 2026 20:31 UTC
MISSAD MATTHEW JExecutive Chairman
GrantPhantom Stock Unit · Derivative 340 $92.83 $31,562.20
Disclosure

SEC source: 0001186284-26-000003 · primary_doc.xml · derivative · entry 4

MISSAD MATTHEW J · CIK 0001186284 · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,170

Underlying: Common Stock · 340 shares

Expires not disclosed

F2 · derivative.exercise_price: 1 for 1

F3 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

F3 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

Read SEC document
December 27, 2025 Filed Feb 10, 2026 20:31 UTC
MISSAD MATTHEW JExecutive Chairman
GrantCommon Stock 201 $92.83 $18,658.83
Disclosure

SEC source: 0001186284-26-000003 · primary_doc.xml · nonDerivative · entry 2

MISSAD MATTHEW J · CIK 0001186284 · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · Executive Stock Grant Plan

Disclosed balance after: 53,351

Read SEC document
December 27, 2025 Filed Feb 10, 2026 20:31 UTC
MISSAD MATTHEW JExecutive Chairman
Disposition to issuerCommon Stock 2,780 $92.83 $258,067.40
Disclosure

SEC source: 0001186284-26-000003 · primary_doc.xml · nonDerivative · entry 1

MISSAD MATTHEW J · CIK 0001186284 · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 307,753

F1 · shares: Adjusts for error in computation.

Read SEC document
December 11, 2025 Filed Dec 12, 2025 12:05 UTC
MISSAD MATTHEW JExecutive Chairman
SaleCommon Stock 11,000 $92.26 $1,014,860.00
Disclosure

SEC source: 0001186284-25-000006 · primary_doc.xml · nonDerivative · entry 1

MISSAD MATTHEW J · CIK 0001186284 · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310,533

Read SEC document
November 28, 2025 Filed Dec 1, 2025 15:37 UTC
MISSAD MATTHEW JExecutive Chairman
GrantPhantom Stock Unit · Derivative 15 $92.99 $1,394.85
Disclosure

SEC source: 0001186284-25-000005 · primary_doc.xml · derivative · entry 1

MISSAD MATTHEW J · CIK 0001186284 · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,814

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement.

Read SEC document
November 28, 2025 Filed Dec 1, 2025 15:28 UTC
Guerre Robert PaulSec, Dir of Corp Compliance
GrantPhantom Stock Unit · Derivative 15 $92.99 $1,394.85
Disclosure

SEC source: 0002058079-25-000004 · primary_doc.xml · derivative · entry 1

Guerre Robert Paul · CIK 0002058079 · Sec, Dir of Corp Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 584

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

Read SEC document
November 28, 2025 Filed Dec 1, 2025 15:18 UTC
COLE MICHAEL RChief Financial Officer
GrantPhantom Stock Unit · Derivative 15 $92.99 $1,394.85
Disclosure

SEC source: 0001186276-25-000007 · primary_doc.xml · derivative · entry 1

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,806

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement

Read SEC document
November 26, 2025 Filed Dec 1, 2025 19:43 UTC SaleCommon Stock 1,192 $93.43 $111,368.56
Disclosure

SEC source: 0001666215-25-000003 · primary_doc.xml · nonDerivative · entry 1

Wooldridge Michael G. · CIK 0001666215 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,697

Read SEC document
November 03, 2025 Filed Nov 3, 2025 21:15 UTC GrantCommon Stock 366 $92.13 $33,719.58
Disclosure

SEC source: 0001666215-25-000002 · primary_doc.xml · nonDerivative · entry 1

Wooldridge Michael G. · CIK 0001666215 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,889

Read SEC document
November 03, 2025 Filed Nov 3, 2025 21:03 UTC GrantPhantom Stock Unit · Derivative 367 $92.13 $33,811.71
Disclosure

SEC source: 0001202922-25-000003 · primary_doc.xml · derivative · entry 1

WALKER BRIAN C · CIK 0001202922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,083

Underlying: Common Stock · 367 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: Shares issuable following termination of service as a director

F2 · derivative.expiration_date: Shares issuable following termination of service as a director

F3 · balance_after: Includes 108 shares credited to account based on dividends paid on September 15, 2025

Read SEC document
November 03, 2025 Filed Nov 3, 2025 20:32 UTC GrantCommon Stock 366 $92.13 $33,719.58
Disclosure

SEC source: 0001649667-25-000003 · primary_doc.xml · nonDerivative · entry 1

Budden Joan A · CIK 0001649667 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,049

Read SEC document
November 03, 2025 Filed Nov 3, 2025 20:41 UTC GrantPhantom Stock Unit · Derivative 650 $92.13 $59,884.50
Disclosure

SEC source: 0001548371-25-000002 · primary_doc.xml · derivative · entry 1

Rhodes Thomas Wayne · CIK 0001548371 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,838

Underlying: Common Stock · 650 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: Shares issuable upon termination of service as a director

F2 · derivative.expiration_date: Shares issuable upon termination of service as a director

F3 · balance_after: Includes 217 shares credited based on dividend paid on September 15, 2025

Read SEC document
November 03, 2025 Filed Nov 3, 2025 20:27 UTC GrantCommon Stock 366 $92.13 $33,719.58
Disclosure

SEC source: 0001403967-25-000002 · primary_doc.xml · nonDerivative · entry 1

Tuuk Kuras Mary · CIK 0001403967 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,671

Read SEC document
November 03, 2025 Filed Nov 4, 2025 18:57 UTC GrantPhantom Stock Unit · Derivative 590 $92.13 $54,356.70
Disclosure

SEC source: 0001799835-25-000004 · primary_doc.xml · derivative · entry 1

McLean Benjamin J. · CIK 0001799835 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,550

Underlying: Common Stock · 590 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: Shares issuable upon termination of service as a director

F2 · derivative.expiration_date: Shares issuable upon termination of service as a director

F3 · balance_after: 43 shares credited based on dividend payment on September 15, 2025

Read SEC document
October 31, 2025 Filed Nov 4, 2025 17:21 UTC
MISSAD MATTHEW JExecutive Chairman
GrantPhantom Stock Unit · Derivative 15 $92.13 $1,381.95
Disclosure

SEC source: 0001186284-25-000003 · primary_doc.xml · derivative · entry 1

MISSAD MATTHEW J · CIK 0001186284 · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,798

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement

F3 · balance_after: Includes shares acquired through dividend reinvestment plan

Read SEC document
October 31, 2025 Filed Nov 4, 2025 17:14 UTC
Guerre Robert PaulSec, Dir of Corp Compliance
GrantPhantom Stock Unit · Derivative 15 $92.13 $1,381.95
Disclosure

SEC source: 0002058079-25-000003 · primary_doc.xml · derivative · entry 1

Guerre Robert Paul · CIK 0002058079 · Sec, Dir of Corp Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 568

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement

F3 · balance_after: Includes shares acquired through dividend reinvestment plan

Read SEC document
October 31, 2025 Filed Nov 4, 2025 16:40 UTC
COLE MICHAEL RChief Financial Officer
GrantPhantom Stock Unit · Derivative 15 $92.13 $1,381.95
Disclosure

SEC source: 0001186276-25-000004 · primary_doc.xml · derivative · entry 1

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,790

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability

Read SEC document
September 30, 2025 Filed Oct 2, 2025 19:48 UTC GrantPhantom Stock Unit · Derivative 15 $93.49 $1,402.35
Disclosure

SEC source: 0001186284-25-000002 · primary_doc.xml · derivative · entry 1

MISSAD MATTHEW J · CIK 0001186284 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,453

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F3 · balance_after: Includes shares acquired through dividend reinvestment plan

Read SEC document
September 30, 2025 Filed Oct 2, 2025 18:05 UTC
Guerre Robert PaulSec, Dir of Corp Compliance
GrantPhantom Stock Unit · Derivative 15 $93.49 $1,402.35
Disclosure

SEC source: 0002058079-25-000002 · primary_doc.xml · derivative · entry 1

Guerre Robert Paul · CIK 0002058079 · Sec, Dir of Corp Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 549

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's deferred compensation plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's deferred compensation plan and are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

F3 · balance_after: includes shares acquired by dividend reinvestment

Read SEC document
September 30, 2025 Filed Oct 2, 2025 17:11 UTC
COLE MICHAEL RChief Financial Officer
GrantPhantom Stock Unit · Derivative 15 $93.49 $1,402.35
Disclosure

SEC source: 0001186276-25-000002 · primary_doc.xml · derivative · entry 1

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,663

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's deferred compensation plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's deferred compensation plan and are payable in shares of the Company's common stock until the reporting person's death, disability, or retirement

Read SEC document
August 29, 2025 Filed Sep 2, 2025 15:59 UTC
Guerre Robert PaulSectry, Dir of Corp Compliance
GrantPhantom Stock Units · Derivative 14 $100.97 $1,413.58
Disclosure

SEC source: 0001214659-25-013154 · marketforms-70490.xml · derivative · entry 1

Guerre Robert Paul · CIK 0002058079 · Sectry, Dir of Corp Compliance

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534

Underlying: Common Stock · 14 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F3 · balance_after: Includes shares acquired through dividend reinvestment plan.

Read SEC document
August 29, 2025 Filed Sep 2, 2025 16:01 UTC
MISSAD MATTHEW JDirector · Executive Chairman
GrantPhantom Stock Units · Derivative 14 $100.97 $1,413.58
Disclosure

SEC source: 0001214659-25-013155 · marketforms-70491.xml · derivative · entry 1

MISSAD MATTHEW J · CIK 0001186284 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,437

Underlying: Common Stock · 14 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's Common Stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's Common Stock until the reporting person's death, disability or retirement.

F3 · balance_after: Includes shares acquired through dividend reinvestment plan.

Read SEC document
August 29, 2025 Filed Sep 2, 2025 15:56 UTC
COLE MICHAEL RChief Financial Officer
GrantPhantom Stock Units · Derivative 14 $100.97 $1,413.58
Disclosure

SEC source: 0001214659-25-013153 · marketforms-70489.xml · derivative · entry 1

COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,647

Underlying: Common Stock · 14 shares

Expires not disclosed

F1 · derivative.exercise_price: 1 for 1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's Common Stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's Common Stock until the reporting person's death, disability or retirement.

F3 · balance_after: Includes shares acquired through dividend reinvestment plan.

Read SEC document
August 01, 2025 Filed Aug 4, 2025 20:31 UTC GrantCommon Stock 346 $97.73 $33,814.58
Disclosure

SEC source: 0001214659-25-011446 · marketforms-70192.xml · nonDerivative · entry 1

Wooldridge Michael G. · CIK 0001666215 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,523

Read SEC document
August 01, 2025 Filed Aug 4, 2025 18:37 UTC GrantDeferred Stock Unit · Derivative 346 $97.73 $33,814.58
Disclosure

SEC source: 0001214659-25-011426 · marketforms-70190.xml · derivative · entry 1

WALKER BRIAN C · CIK 0001202922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,608

Underlying: Common Stock · 346 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · shares: Units credited as part of Director Compensation Plan.

F3 · derivative.exercise_date: Shares issuable following termination of service as a director

F3 · derivative.expiration_date: Shares issuable following termination of service as a director

F4 · balance_after: Includes 106 shares credited to account based on dividends paid on June 15, 2025

Read SEC document
August 01, 2025 Filed Aug 4, 2025 18:29 UTC GrantCommon Stock 346 $97.73 $33,814.58
Disclosure

SEC source: 0001214659-25-011425 · marketforms-70188.xml · nonDerivative · entry 1

Tuuk Kuras Mary · CIK 0001403967 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,305

Read SEC document
August 01, 2025 Filed Aug 4, 2025 18:03 UTC GrantDeferred Stock Unit · Derivative 613 $97.73 $59,908.49
Disclosure

SEC source: 0001214659-25-011424 · marketforms-70187.xml · derivative · entry 1

Rhodes Thomas Wayne · CIK 0001548371 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,971

Underlying: Common Stock · 613 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · kind: Units credited as part of Director Compensation Plan.

F3 · derivative.exercise_date: Shares issuable following termination of service as a director

F3 · derivative.expiration_date: Shares issuable following termination of service as a director

F4 · balance_after: Includes 211 shares credited based on dividend paid on June 15, 2025

Read SEC document
August 01, 2025 Filed Aug 4, 2025 17:54 UTC GrantPhantom Stock Units · Derivative 557 $97.73 $54,435.61
Disclosure

SEC source: 0001214659-25-011422 · marketforms-70186.xml · derivative · entry 1

McLean Benjamin J. · CIK 0001799835 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,917

Underlying: Common Stock · 557 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.

F3 · balance_after: Includes 40 shares credited to account based on dividends paid on June 15, 2025

Read SEC document
August 01, 2025 Filed Aug 4, 2025 16:43 UTC GrantCommon Stock 346 $97.73 $33,814.58
Disclosure

SEC source: 0001214659-25-011420 · marketforms-70185.xml · nonDerivative · entry 1

Budden Joan A · CIK 0001649667 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 683

Read SEC document
July 31, 2025 Filed Aug 1, 2025 16:29 UTC
MISSAD MATTHEW JDirector · Executive Chairman
GrantPhantom Stock Units · Derivative 15 $98.00 $1,470.00
Disclosure

SEC source: 0001214659-25-011336 · marketforms-70180.xml · derivative · entry 1

MISSAD MATTHEW J · CIK 0001186284 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,423

Underlying: Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1

F2 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's Common Stock until the reporting person's death, disability or retirement.

F2 · derivative.expiration_date: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's Common Stock until the reporting person's death, disability or retirement.

F3 · balance_after: Includes shares acquired through dividend reinvestment plan.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.