Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP INDUSTRIES INCUFPI · Entity 3970 | Chief Financial Officer | September 30, 2026 | October 02, 2026 |
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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 32,638 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 19 · Balance 32,638 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.
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, 2016 Filed Feb 13, 2017 13:31 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | OtherCommon Stock | 5 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-000987 · marketforms-37926.xml · nonDerivative · entry 2 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 9,326 F1 · price: Reflects non-discretionary transactions affected in account pursuant to the terms of the Company's 401(k) Retirement Plan. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 16:05 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 14 | $103.82 | $1,453.48 |
DisclosureSEC source: 0001214659-17-000003 · marketforms-37484.xml · derivative · entry 1 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,847 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 19, 2016 Filed Dec 19, 2016 19:02 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GiftCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-16-015366 · marketforms-37399.xml · nonDerivative · entry 1 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,343 Read SEC document |
| December 15, 2016 Filed Feb 13, 2017 13:31 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 10 | $102.94 | $1,029.40 |
DisclosureSEC source: 0001214659-17-000987 · marketforms-37926.xml · derivative · entry 5 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133 Underlying: Common · 10 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 13:31 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 71 | $102.92 | $7,307.32 |
DisclosureSEC source: 0001214659-17-000987 · marketforms-37926.xml · derivative · entry 4 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,918 Underlying: Common · 71 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 13:31 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 51 | $102.93 | $5,249.43 |
DisclosureSEC source: 0001214659-17-000987 · marketforms-37926.xml · nonDerivative · entry 3 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 5,696 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 15:35 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 14 | $99.34 | $1,390.76 |
DisclosureSEC source: 0001214659-16-015068 · marketforms-37259.xml · derivative · entry 1 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,833 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 |
| October 31, 2016 Filed Nov 1, 2016 19:39 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 17 | $85.99 | $1,461.83 |
DisclosureSEC source: 0001214659-16-014324 · marketforms-36581.xml · derivative · entry 1 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,818 Underlying: Common Stock · 17 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 |
| September 30, 2016 Filed Oct 3, 2016 20:09 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 14 | $98.49 | $1,378.86 |
DisclosureSEC source: 0001214659-16-013908 · marketforms-36360.xml · derivative · entry 1 COLE MICHAEL R · CIK 0001186276 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,801 Underlying: Common Stock · 17 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.