Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stride, Inc.LRN · Entity 4119 | Director | January 04, 2021 | January 06, 2021 |
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.
Stride, Inc.
Report date January 04, 2021 · Filed January 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,284 |
Reported balance
After 2021-01-04 transaction · row 1
1 source rowRow 1 · 2021-01-04 · Grant · Acquired 6,901 · Balance 58,284 F1: These shares are restricted and will vest on January 4, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are restricted and will vest on January 4, 2022.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UFP INDUSTRIES INC
Report date May 01, 2019 · Filed May 02, 2019
Section 16 reporting ended · disclosed 2019-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 42,071 |
Reported balance
After 2019-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-01 · Grant · Acquired 1,334 · Balance 42,071 F1: 1-for-1 F2: Units credited as part of Director Retainer Stock Plan F3: Shares issuable upon termination of service as a director |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Units credited as part of Director Retainer Stock Plan
F3: Shares issuable upon termination of service as a director
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 |
|---|---|---|---|---|---|---|
| January 04, 2021 Filed Jan 6, 2021 22:23 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 6,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000342 · edgar.xml · nonDerivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,284 F1 · shares: These shares are restricted and will vest on January 4, 2022. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:37 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 5,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-000340 · edgar.xml · nonDerivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,383 F1 · shares: These shares are restricted and will vest on January 2, 2021. Read SEC document |
| May 01, 2019 Filed May 2, 2019 14:43 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Units · Derivative | 1,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-003124 · marketforms-44857.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,071 Underlying: Common Stock · 1,334 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 17:06 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Unit · Derivative | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-000801 · marketforms-44037.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,737 Underlying: Common Stock · 1,820 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director. F3 · derivative.expiration_date: Shares issuable upon termination of service as a director. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 22:07 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 5,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000257 · edgar.xml · nonDerivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,422 F1 · shares: These shares are restricted and will vest on January 2, 2020. Read SEC document |
| December 15, 2018 Filed Jan 30, 2019 21:58 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 243 | $25.69 | $6,242.67 |
DisclosureSEC source: 0001214659-19-000641 · marketforms-43900.xml · nonDerivative · entry 2 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 20,651 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 15:36 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Units · Derivative | 1,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-006810 · marketforms-43156.xml · derivative · entry 3 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,917 Underlying: Common Stock · 1,472 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · kind: Units credited as part of Director Retainer Stock Plan. F4 · derivative.exercise_date: Shares issuable upon termination of service as a director. F4 · derivative.expiration_date: Shares issuable upon termination of service as a director. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 15:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Unit · Derivative | 1,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-005195 · marketforms-42669.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,445 Underlying: Common · 1,363 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| May 01, 2018 Filed May 2, 2018 15:58 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Unit · Derivative | 1,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003253 · marketforms-41873.xml · derivative · entry 3 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,082 Underlying: Common Stock · 1,310 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1 F3 · kind: Units credited as part of Director Retainer Stock Plan F4 · derivative.exercise_date: Shares issuable upon termination of service as a director F4 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 21:20 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Units · Derivative | 23,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-000863 · marketforms-40911.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,772 Underlying: Common Stock · 23,614 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan. F3 · derivative.exercise_date: Shares issuable upon termination of service as a director. F3 · derivative.expiration_date: Shares issuable upon termination of service as a director. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:34 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 6,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000507 · edgar.xml · nonDerivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,416 F1 · shares: These shares are restricted and will vest on January 2, 2019. Read SEC document |
| December 15, 2017 Filed Jan 12, 2018 14:49 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 226 | $38.15 | $8,621.90 |
DisclosureSEC source: 0001214659-18-000382 · marketforms-40717.xml · nonDerivative · entry 2 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 23,596 Read SEC document |
| December 15, 2017 Filed Feb 2, 2018 18:26 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 226 | $38.15 | $8,621.90 |
DisclosureSEC source: 0001214659-18-000857 · marketforms-40906.xml · nonDerivative · entry 2 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 23,596 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 13:29 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Unit · Derivative | 448 | $113.30 | $50,758.40 |
DisclosureSEC source: 0001214659-17-006307 · marketforms-40061.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,105 Underlying: Common Stock · 448 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| November 01, 2017 Filed Nov 7, 2017 16:49 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDef. St. Unit · Derivative | 441 | $113.30 | $49,965.30 |
DisclosureSEC source: 0001214659-17-006436 · marketforms-40096.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,071 Underlying: Common Stock · 441 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| November 01, 2017 Filed Feb 2, 2018 18:26 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Units · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-000857 · marketforms-40906.xml · derivative · entry 3 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,158 Underlying: Common Stock · 0 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director. F3 · derivative.expiration_date: Shares issuable upon termination of service as a director. F4 · balance_after: Updated to reflect the correct number of units in the Director Retainer Stock Plan. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 13:51 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Unit · Derivative | 597 | $85.05 | $50,774.85 |
DisclosureSEC source: 0001214659-17-004709 · marketforms-39343.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,657 Underlying: Common Stock · 597 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of the Director Retainer Stock Plan. F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| August 01, 2017 Filed Nov 7, 2017 16:47 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDef. St. Unit · Derivative | 587 | $85.05 | $49,924.35 |
DisclosureSEC source: 0001214659-17-006435 · marketforms-40095.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,630 Underlying: Common Stock · 587 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| August 01, 2017 Filed Dec 8, 2017 21:49 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Unit · Derivative | 640 | $85.05 | $54,432.00 |
DisclosureSEC source: 0001214659-17-007234 · marketforms-40433.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,683 Underlying: Common · 640 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| May 01, 2017 Filed May 2, 2017 14:57 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Unit · Derivative | 935 | $95.02 | $88,843.70 |
DisclosureSEC source: 0001214659-17-002887 · marketforms-38694.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,060 Underlying: Common Stock · 935 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| May 01, 2017 Filed Nov 7, 2017 16:45 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDef. St. Unit · Derivative | 926 | $95.02 | $87,988.52 |
DisclosureSEC source: 0001214659-17-006434 · marketforms-40094.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,043 Underlying: Common Stock · 926 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 17:15 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 1,000 | $96.09 | $96,090.00 |
DisclosureSEC source: 0001214659-17-001340 · marketforms-38036.xml · nonDerivative · entry 2 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 7,790 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. Half of the shares are deliverable to the reporting person upon vesting; the balance of the shares are not issuable to the reporting person until subsequent retirement, death or disability. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 19:04 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Units · Derivative | 540 | $101.46 | $54,788.40 |
DisclosureSEC source: 0001214659-17-000660 · marketforms-37741.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,433 Underlying: Common Stock · 540 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| February 01, 2017 Filed Feb 7, 2017 18:55 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Units · Derivative | 232 | $101.46 | $23,538.72 |
DisclosureSEC source: 0001214659-17-000763 · marketforms-37820.xml · derivative · entry 3 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,125 Underlying: Common Stock · 232 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director. F3 · derivative.expiration_date: Shares issuable upon termination of service as a director. Read SEC document |
| February 01, 2017 Filed Feb 7, 2017 18:55 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-000763 · marketforms-37820.xml · nonDerivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,893 Read SEC document |
| February 01, 2017 Filed Nov 7, 2017 16:42 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDef. St. Unit · Derivative | 224 | $101.46 | $22,727.04 |
DisclosureSEC source: 0001214659-17-006433 · marketforms-40093.xml · derivative · entry 3 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,117 Underlying: Common Stock · 224 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director Read SEC document |
| February 01, 2017 Filed Nov 7, 2017 16:42 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 308 | $101.46 | $31,249.68 |
DisclosureSEC source: 0001214659-17-006433 · marketforms-40093.xml · nonDerivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,893 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:13 UTC | Stride, Inc. LRN · Entity 4119 | GrantCommon Stock | 5,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000501 · edgar.xml · nonDerivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,208 F1 · shares: These shares are restricted and will vest on January 3, 2018. Read SEC document |
| December 15, 2016 Filed Feb 13, 2017 13:40 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 60 | $102.93 | $6,175.80 |
DisclosureSEC source: 0001214659-17-000990 · marketforms-37929.xml · nonDerivative · entry 2 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 6,790 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 13:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantDeferred Stock Units · Derivative | 227 | $84.92 | $19,276.84 |
DisclosureSEC source: 0001214659-16-014341 · marketforms-36708.xml · derivative · entry 1 ENGLER JOHN M · CIK 0001215409 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,893 Underlying: Common Stock · 227 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · kind: Units credited as part of Director Retainer Stock Plan F3 · derivative.exercise_date: Shares issuable upon termination of service as a director F3 · derivative.expiration_date: Shares issuable upon termination of service as a director 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.