Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP INDUSTRIES INCUFPI · Entity 3970 | President, UFP Construction | 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 | 19,346 |
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 15 · Balance 19,346 F1: 1 for 1 F2: The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in cash or 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 cash or 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 17:56 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Unit · Derivative | 15 | $77.22 | $1,158.30 |
DisclosureSEC source: 0002144594-26-000004 · primary_doc.xml · derivative · entry 1 Ellerbrook Michael M · CIK 0002144594 · President, UFP Construction 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,346 Underlying: Common Stock · 15 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 cash or 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 cash or shares of the Company's common stock until the reporting person's death, disability, or retirement. Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 12:38 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Unit · Derivative | 13 | $84.52 | $1,098.76 |
DisclosureSEC source: 0002144594-26-000003 · primary_doc.xml · derivative · entry 1 Ellerbrook Michael M · CIK 0002144594 · President, UFP Construction 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,331 Underlying: Common Stock · 13 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 cash or 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 cash or shares of the Company's common stock until the reporting person's death, disability, or retirement. Read SEC document |
| July 31, 2026 Filed Aug 3, 2026 16:20 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Unit · Derivative | 13 | $86.74 | $1,127.62 |
DisclosureSEC source: 0002144594-26-000002 · primary_doc.xml · derivative · entry 1 Ellerbrook Michael M · CIK 0002144594 · President, UFP Construction 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,317 Underlying: Common Stock · 13 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 cash or 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 cash or shares of the Company's common stock until the reporting person's death, disability, or retirement. F3 · balance_after: Includes shares acquired through dividend reinvestment program 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.