Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP INDUSTRIES INCUFPI · Entity 3970 | Vice President of Accounting | 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 | Indirect401k Plan | 6,806 |
Reported balance
After 2022-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-12-31 · Grant · Acquired 99 · Balance 6,806 F3: Reflects non-discretionary transactions affected in account pursuant to the terms of the Company's 401(k) Retirement Plan. |
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Interest | 15,969 |
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 196 · Balance 15,969 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,879 |
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 208 · Balance 16,879 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. |
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.
F3: Reflects non-discretionary transactions affected in account pursuant to the terms of the Company's 401(k) Retirement Plan.
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 |
|---|---|---|---|---|---|---|
| December 31, 2022 Filed Feb 15, 2023 18:42 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 208 | $79.25 | $16,484.00 |
DisclosureSEC source: 0001214659-23-002572 · marketforms-59477.xml · derivative · entry 3 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,879 Underlying: Common Stock · 208 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 31, 2022 Filed Feb 15, 2023 18:42 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 196 | $79.25 | $15,533.00 |
DisclosureSEC source: 0001214659-23-002572 · marketforms-59477.xml · nonDerivative · entry 2 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Interest Disclosed balance after: 15,969 Read SEC document |
| December 31, 2022 Filed Feb 15, 2023 18:42 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 99 | $79.25 | $7,845.75 |
DisclosureSEC source: 0001214659-23-002572 · marketforms-59477.xml · nonDerivative · entry 1 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 6,806 F3 · ownership.nature: Reflects non-discretionary transactions affected in account pursuant to the terms of the Company's 401(k) Retirement Plan. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 17:24 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 403.27 | $82.87 | $33,418.98 |
DisclosureSEC source: 0001214659-22-003164 · marketforms-55571.xml · nonDerivative · entry 3 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · Def. Comp. Interest Disclosed balance after: 15,773 F1 · shares: Represents grant of shares of restricted stock that vest on the fifth (5th) anniversary of the grant date, subject to earlier vesting upon death, disability or retirement. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 11:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 558 | $84.31 | $47,044.98 |
DisclosureSEC source: 0001214659-22-002964 · marketforms-55503.xml · derivative · entry 4 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,671 Underlying: Common Stock · 558 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, disabiity 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, disabiity or retirement. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 11:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 2,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002964 · marketforms-55503.xml · nonDerivative · entry 1 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,757 F1 · price: Represents grant of shares of restricted stock that vest on the fifth (5th) anniversary of the grant date, subject to earlier vesting upon death, disability or change in control Read SEC document |
| December 25, 2021 Filed Jan 31, 2022 19:59 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | OtherCommon Stock | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-22-001406 · marketforms-55193.xml · nonDerivative · entry 1 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 6,707 F1 · price: Reflects non-discretionary transactions affected in account pursuant to the Company's Profit Sharing and 401(k) Retirement Plan Read SEC document |
| December 15, 2021 Filed Jan 31, 2022 19:59 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 4 | $87.65 | $350.60 |
DisclosureSEC source: 0001214659-22-001406 · marketforms-55193.xml · derivative · entry 4 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 706 Underlying: Common Stock · 4 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Stock Bonus 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 Stock Bonus 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, 2021 Filed Jan 31, 2022 19:59 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 137 | $87.65 | $12,008.05 |
DisclosureSEC source: 0001214659-22-001406 · marketforms-55193.xml · derivative · entry 3 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,113 Underlying: Common Stock · 137 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, disabiity 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, disabiity or retirement. Read SEC document |
| December 15, 2021 Filed Jan 31, 2022 19:59 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 131 | $87.65 | $11,482.15 |
DisclosureSEC source: 0001214659-22-001406 · marketforms-55193.xml · nonDerivative · entry 2 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 15,369 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 15:39 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 5,761 | $64.02 | $368,819.22 |
DisclosureSEC source: 0001214659-21-002879 · marketforms-51834.xml · nonDerivative · entry 1 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 15:29 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 5,761 | $64.02 | $368,819.22 |
DisclosureSEC source: 0001214659-21-002878 · marketforms-51833.xml · nonDerivative · entry 1 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 11:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 572 | $60.24 | $34,457.28 |
DisclosureSEC source: 0001214659-21-002460 · marketforms-51673.xml · nonDerivative · entry 3 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 15,238 F1 · shares: Represents grant of shares of restricted stock that vest on the fifth (5th) anniversary of the grant date, subject to earlier vesting upon death, disability or retirement. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 18:15 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 792 | $59.37 | $47,021.04 |
DisclosureSEC source: 0001214659-21-002163 · marketforms-51580.xml · derivative · entry 1 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,976 Underlying: Common Stock · 792 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, disabiity 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, disabiity or retirement. Read SEC document |
| December 26, 2020 Filed Jan 28, 2021 13:40 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | OtherCommon Stock | 15 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-21-000866 · marketforms-51303.xml · nonDerivative · entry 2 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 6,709 F1 · price: Reflects non-discretionary transactions affected in account pursuant to the Company's Profit Sharing and 401(k) Retirement Plan Read SEC document |
| December 15, 2020 Filed Jan 28, 2021 13:40 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 7 | $56.82 | $397.74 |
DisclosureSEC source: 0001214659-21-000866 · marketforms-51303.xml · derivative · entry 5 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702 Underlying: Common Stock · 7 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: The phantom stock units were accrued under the Company's Deferred Stock Bonus 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 Stock Bonus 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, 2020 Filed Jan 28, 2021 13:40 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 158 | $56.86 | $8,983.88 |
DisclosureSEC source: 0001214659-21-000866 · marketforms-51303.xml · derivative · entry 4 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,184 Underlying: Common Stock · 158 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, disabiity 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, disabiity or retirement. Read SEC document |
| December 15, 2020 Filed Jan 28, 2021 13:40 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 152 | $56.86 | $8,642.72 |
DisclosureSEC source: 0001214659-21-000866 · marketforms-51303.xml · nonDerivative · entry 3 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 14,666 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 20:34 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 596 | $47.60 | $28,369.60 |
DisclosureSEC source: 0001214659-20-001956 · marketforms-48003.xml · nonDerivative · entry 3 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 14,514 F1 · shares: Represents grant of shares of restricted stock that vest on the fifth (5th) anniversary of the grant date, subject to earlier vesting upon death, disability or retirement. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 20:06 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 825 | $56.99 | $47,016.75 |
DisclosureSEC source: 0001214659-20-001674 · marketforms-47865.xml · derivative · entry 1 BRAVATA SCOTT T · CIK 0001369765 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,026 Underlying: Common Stock · 825 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, disabiity 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, disabiity or retirement. 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.