Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP INDUSTRIES INCUFPI · Entity 3970 | Exec VP of Innovation | December 31, 2022 | February 15, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UFP INDUSTRIES INC
Report date December 31, 2022 · Filed February 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Interest | 16,876 |
Reported balance
After 2022-12-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-12-31 · Grant · Acquired 208 · Balance 16,876 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,281 |
Reported balance
After 2022-12-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-12-31 · Grant · Acquired 189 · Balance 15,281 F1: 1 for 1 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 147,709 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 147,709 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 13, 2018 Filed Mar 15, 2018 13:54 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 258 | $33.62 | $8,673.96 |
DisclosureSEC source: 0001214659-18-002159 · marketforms-41493.xml · nonDerivative · entry 10 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,772 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:54 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 300 | $33.61 | $10,083.00 |
DisclosureSEC source: 0001214659-18-002159 · marketforms-41493.xml · nonDerivative · entry 9 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,030 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:54 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 1,329 | $33.60 | $44,654.40 |
DisclosureSEC source: 0001214659-18-002159 · marketforms-41493.xml · nonDerivative · entry 8 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,330 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:54 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 111 | $33.55 | $3,724.05 |
DisclosureSEC source: 0001214659-18-002159 · marketforms-41493.xml · nonDerivative · entry 7 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,659 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:54 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 300 | $33.58 | $10,074.00 |
DisclosureSEC source: 0001214659-18-002159 · marketforms-41493.xml · nonDerivative · entry 6 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,770 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:54 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 560 | $33.60 | $18,816.00 |
DisclosureSEC source: 0001214659-18-002159 · marketforms-41493.xml · nonDerivative · entry 5 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,070 Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 13:54 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 200 | $33.57 | $6,714.00 |
DisclosureSEC source: 0001214659-18-002159 · marketforms-41493.xml · nonDerivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,630 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 16:26 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 1,280 | $32.94 | $42,163.20 |
DisclosureSEC source: 0001214659-18-001718 · marketforms-41246.xml · nonDerivative · entry 2 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 12,494 F1 · shares: Represents grant of shares of restricted stock. The shares vest on the fifth (5th) anniversary of the grant date, subject to earlier vesting upon death, disability or retirement. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 18:49 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 1,771 | $36.52 | $64,676.92 |
DisclosureSEC source: 0001214659-18-001539 · marketforms-41149.xml · derivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,134 Underlying: Common Stock · 1,771 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 |
| February 22, 2018 Filed Feb 26, 2018 18:49 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 19,884 | $36.52 | $726,163.68 |
DisclosureSEC source: 0001214659-18-001539 · marketforms-41149.xml · nonDerivative · entry 1 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,830 F1 · shares: Represents grant of shares of restricted stock. The shares vest on the fifth anniversary of the grant date, subject to earlier vesting upon death, disability or retirement. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 17:49 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionConditional Share Award · Derivative | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-000449 · marketforms-40790.xml · derivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2018-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each conditional share was the economic equivalent of one (1) share of Issuer common stock. F1 · price: Each conditional share was the economic equivalent of one (1) share of Issuer common stock. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 17:49 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-000449 · marketforms-40790.xml · nonDerivative · entry 1 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,946 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each conditional share was the economic equivalent of one (1) share of Issuer common stock. Read SEC document |
| December 30, 2017 Filed Jan 12, 2018 14:34 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | OtherCommon Stock | 78 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-000378 · marketforms-40714.xml · nonDerivative · entry 2 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 3,793 F1 · price: Reflects non-discretionary transactions affected in account pursuant to the terms of the Company's Profit Sharing and 401(k) Retirement Plan. Read SEC document |
| December 15, 2017 Filed Jan 12, 2018 14:34 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 85 | $38.17 | $3,244.45 |
DisclosureSEC source: 0001214659-18-000378 · marketforms-40714.xml · derivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,361 Underlying: Common Stock · 85 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 15, 2017 Filed Jan 12, 2018 14:34 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 105 | $38.15 | $4,005.75 |
DisclosureSEC source: 0001214659-18-000378 · marketforms-40714.xml · nonDerivative · entry 3 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 11,214 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 15:53 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 673 | $96.09 | $64,668.57 |
DisclosureSEC source: 0001214659-17-001385 · marketforms-38075.xml · derivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,091 Underlying: Common Stock · 673 shares Expires not disclosed F3 · derivative.exercise_price: 1-for-1 F4 · 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. F4 · 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 |
| February 23, 2017 Filed Feb 27, 2017 15:53 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 486 | $96.09 | $46,699.74 |
DisclosureSEC source: 0001214659-17-001385 · marketforms-38075.xml · nonDerivative · entry 2 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 3,703 F2 · shares: Represents grant of shares of restricted stock. The shares vest on the fifth anniversary of the grant date, subject to earlier vesting upon death, disability or retirement. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 15:53 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 7,302 | $96.09 | $701,649.18 |
DisclosureSEC source: 0001214659-17-001385 · marketforms-38075.xml · nonDerivative · entry 1 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,482 F1 · shares: Shares are subject to time-based cliff vesting on the fifth (5th) anniversary of the award date. Read SEC document |
| January 16, 2017 Filed Jan 18, 2017 21:12 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionConditional Share Award · Derivative | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-000332 · marketforms-37628.xml · derivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2017-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each conditional share was the economic equivalent of one (1) share of Issuer common stock. F1 · price: Each conditional share was the economic equivalent of one (1) share of Issuer common stock. Read SEC document |
| January 16, 2017 Filed Jan 18, 2017 21:12 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-000332 · marketforms-37628.xml · nonDerivative · entry 1 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,070 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each conditional share was the economic equivalent of one (1) share of Issuer common stock. Read SEC document |
| January 12, 2017 Filed Jan 13, 2017 16:25 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-000284 · marketforms-37598.xml · derivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,393 Underlying: Common Stock · 350 shares Expires 2017-01-12 F1 · derivative.exercise_price: 1-for-1 F2 · price: Reflects the distribution of deferred stock units, each of which was the economic equivalent of one share of Common Stock of the Company. Read SEC document |
| January 12, 2017 Filed Jan 13, 2017 16:25 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 350 | $100.52 | $35,182.00 |
DisclosureSEC source: 0001214659-17-000284 · marketforms-37598.xml · nonDerivative · entry 1 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,570 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2016 Filed Feb 13, 2017 14:09 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 25 | $102.92 | $2,573.00 |
DisclosureSEC source: 0001214659-17-000997 · marketforms-37936.xml · derivative · entry 4 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,768 Underlying: Common · 25 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 15, 2016 Filed Feb 13, 2017 14:09 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 29 | $102.93 | $2,984.97 |
DisclosureSEC source: 0001214659-17-000997 · marketforms-37936.xml · nonDerivative · entry 3 PETERS ALLEN T · CIK 0001509573 · President, UFP Western Div. 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 3,216 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.