Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 December 28, 2019 · Filed January 30, 2020
Section 16 reporting ended · disclosed 2020-01-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDef Comp Interest | 21,775 |
Reported balance
After 2019-12-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-12-15 · Grant · Acquired 187 · Balance 21,775 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 48,532 |
Reported balance
After 2019-12-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-12-15 · Grant · Acquired 460 · Balance 48,532 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, disabiity or retirement. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,534 |
Reported balance
After 2019-12-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-12-15 · Grant · Acquired 52 · Balance 5,534 F1: 1-for-1 F3: 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 |
| Common StockSEC Table I · non-derivative | Direct | 2,505 |
Reported balance
Holding disclosure · report date 2019-12-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,505 |
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, disabiity or retirement.
F3: 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
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 15, 2016 Filed Feb 13, 2017 13:46 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 16 | $102.94 | $1,647.04 |
DisclosureSEC source: 0001214659-17-000992 · marketforms-37931.xml · derivative · entry 5 GREENE CHARLES SCOTT · CIK 0001189603 · Executive VP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,789 Underlying: Common · 16 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, 2016 Filed Feb 13, 2017 13:46 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 136 | $102.92 | $13,997.12 |
DisclosureSEC source: 0001214659-17-000992 · marketforms-37931.xml · derivative · entry 4 GREENE CHARLES SCOTT · CIK 0001189603 · Executive VP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,771 Underlying: Common · 136 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, 2016 Filed Feb 13, 2017 13:46 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 52 | $102.93 | $5,352.36 |
DisclosureSEC source: 0001214659-17-000992 · marketforms-37931.xml · nonDerivative · entry 3 GREENE CHARLES SCOTT · CIK 0001189603 · Executive VP Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 5,661 Read SEC document |
| December 07, 2016 Filed Dec 7, 2016 20:19 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 4,000 | $104.00 | $416,000.00 |
DisclosureSEC source: 0001214659-16-015236 · marketforms-37325.xml · nonDerivative · entry 1 GREENE CHARLES SCOTT · CIK 0001189603 · Executive VP Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,298 Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 19:38 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 4,639 | $109.99 | $510,243.61 |
DisclosureSEC source: 0001214659-16-013582 · marketforms-36229.xml · nonDerivative · entry 2 GREENE CHARLES SCOTT · CIK 0001189603 · Executive VP Marketing 10b5-1 filing: Not disclosed Ownership: Indirect · P/S Plan Disclosed balance after: 4,639 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.