Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INDEPENDENT BANK CORP /MI/IBCP · Entity 5179 | Director | February 15, 2024 | April 02, 2024 |
| UFP INDUSTRIES INCUFPI · Entity 3970 | Executive Chairman | 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.
INDEPENDENT BANK CORP /MI/
Report date February 15, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,312.78 |
Reported balance
After 2024-02-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-02-15 · Grant · Acquired 192.39 · Balance 20,312.78 F1: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,461.8 |
Reported balance
After 2024-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-04-01 · Grant · Acquired 149.02 · Balance 20,461.8 F2: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. |
Filing footnotes · ownership attribution and instrument terms
F1: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director.
F2: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral.
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 | 95,776 |
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 95,776 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 upon 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 upon 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 |
|---|---|---|---|---|---|---|
| March 01, 2024 Filed Mar 4, 2024 23:32 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-24-004021 · marketforms-65016.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 323,300 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each phantom stock unit was the economic equivalent of one share of issuer common stock. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 17:26 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 822 | $111.35 | $91,529.70 |
DisclosureSEC source: 0001214659-24-003824 · marketforms-65010.xml · nonDerivative · entry 3 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Interest Disclosed balance after: 51,258 Read SEC document |
| February 27, 2024 Filed Mar 6, 2024 21:27 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 45,235 | $113.49 | $5,133,720.15 |
DisclosureSEC source: 0001214659-24-004161 · marketforms-65094.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,346 F1 · deemedExecutionDate: 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. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 17:30 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 1,056 | $111.35 | $117,585.60 |
DisclosureSEC source: 0001214659-24-003406 · marketforms-64883.xml · derivative · entry 5 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,469 Underlying: Common Stock · 1,056 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 |
| February 21, 2024 Filed Feb 23, 2024 17:30 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Tax withholdingCommon Stock | 16,293 | $110.11 | $1,794,022.23 |
DisclosureSEC source: 0001214659-24-003406 · marketforms-64883.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,438 Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 21:05 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Tax withholdingCommon Stock | 5,295 | $118.63 | $628,145.85 |
DisclosureSEC source: 0001214659-24-003265 · marketforms-64817.xml · nonDerivative · entry 3 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,731 Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 21:05 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 13,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-003265 · marketforms-64817.xml · nonDerivative · entry 2 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,026 Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 21:05 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Tax withholdingCommon Stock | 23,823 | $118.63 | $2,826,122.49 |
DisclosureSEC source: 0001214659-24-003265 · marketforms-64817.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330,572 Read SEC document |
| February 15, 2024 Filed Apr 2, 2024 15:29 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 192.39 | $25.10 | $4,828.99 |
DisclosureSEC source: 0000039311-24-000041 · primary_doc.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,312.78 Underlying: Common Stock · 192.39 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. Read SEC document |
| January 09, 2024 Filed Jan 12, 2024 21:16 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GiftCommon Stock | 150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-24-000703 · marketforms-64308.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358,395 F1 · price: Shares were gifted Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 16:42 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 416.35 | $23.42 | $9,750.92 |
DisclosureSEC source: 0000039311-24-000004 · primary_doc.xml · derivative · entry 2 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,120.39 Underlying: Common Stock · 416.35 shares Expires not disclosed F2 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. Read SEC document |
| December 30, 2023 Filed Feb 13, 2024 21:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 37 | $125.55 | $4,645.35 |
DisclosureSEC source: 0001214659-24-002454 · marketforms-64680.xml · derivative · entry 6 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,340 Underlying: Common Stock · 37 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 30, 2023 Filed Feb 13, 2024 21:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 871 | $125.55 | $109,354.05 |
DisclosureSEC source: 0001214659-24-002454 · marketforms-64680.xml · derivative · entry 5 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,740 Underlying: Common Stock · 871 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 30, 2023 Filed Feb 13, 2024 21:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 565 | $125.55 | $70,935.75 |
DisclosureSEC source: 0001214659-24-002454 · marketforms-64680.xml · nonDerivative · entry 3 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Comp Interest Disclosed balance after: 50,436 Read SEC document |
| December 30, 2023 Filed Feb 13, 2024 21:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 23 | $125.55 | $2,887.65 |
DisclosureSEC source: 0001214659-24-002454 · marketforms-64680.xml · nonDerivative · entry 2 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By 401k Plan Disclosed balance after: 8,246 Read SEC document |
| December 30, 2023 Filed Feb 20, 2024 11:00 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 37 | $125.55 | $4,645.35 |
DisclosureSEC source: 0001214659-24-003076 · marketforms-64785.xml · derivative · entry 6 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,340 Underlying: Common Stock · 37 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. F5 · balance_after: Includes 37 shares credited to account based on dividends paid during calendar 2023 Read SEC document |
| December 30, 2023 Filed Feb 20, 2024 11:00 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | Disposition to issuerPhantom Stock Units · Derivative | 871 | $125.55 | $109,354.05 |
DisclosureSEC source: 0001214659-24-003076 · marketforms-64785.xml · derivative · entry 5 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,412 Underlying: Common Stock · 1,327 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. F4 · balance_after: Adjusted to reflect only shares of stock in the deferred compensation plan Read SEC document |
| December 30, 2023 Filed Feb 20, 2024 11:00 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 565 | $125.55 | $70,935.75 |
DisclosureSEC source: 0001214659-24-003076 · marketforms-64785.xml · nonDerivative · entry 3 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Comp Interest Disclosed balance after: 50,436 F3 · balance_after: Includes 565 shares credited to account based on dividends paid during calendar 2023 Read SEC document |
| December 30, 2023 Filed Feb 20, 2024 11:00 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 23 | $125.55 | $2,887.65 |
DisclosureSEC source: 0001214659-24-003076 · marketforms-64785.xml · nonDerivative · entry 2 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By 401k Plan Disclosed balance after: 8,246 F6 · balance_after: Includes 23 shares credited to account based on dividends paid during calendar 2023 Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 17:47 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 11 | $125.55 | $1,381.05 |
DisclosureSEC source: 0001214659-24-000041 · marketforms-63960.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,869 Underlying: Common Stock · 11 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 15, 2023 Filed Dec 18, 2023 22:22 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GiftCommon Stock | 2,000 | $124.24 | $248,480.00 |
DisclosureSEC source: 0001214659-23-016545 · marketforms-63886.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358,545 Read SEC document |
| November 30, 2023 Filed Dec 5, 2023 14:43 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 13 | $109.63 | $1,425.19 |
DisclosureSEC source: 0001214659-23-016028 · marketforms-63711.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,857 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 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 |
| November 13, 2023 Filed Jan 2, 2024 16:42 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 215.29 | $20.82 | $4,482.34 |
DisclosureSEC source: 0000039311-24-000004 · primary_doc.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,704.04 Underlying: Common Stock · 215.29 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 16:35 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 15 | $95.17 | $1,427.55 |
DisclosureSEC source: 0001214659-23-014388 · marketforms-63447.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,844 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 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 01, 2023 Filed Oct 2, 2023 17:46 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 590.69 | $16.51 | $9,752.29 |
DisclosureSEC source: 0000039311-23-000085 · primary_doc.xml · derivative · entry 2 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,488.75 Underlying: Common Stock · 590.69 shares Expires not disclosed F2 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 19:12 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 14 | $102.40 | $1,433.60 |
DisclosureSEC source: 0001214659-23-012919 · marketforms-62737.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,828 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 |
| August 31, 2023 Filed Sep 1, 2023 15:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 14 | $104.35 | $1,460.90 |
DisclosureSEC source: 0001214659-23-011946 · marketforms-62521.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,814 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 |
| August 14, 2023 Filed Oct 2, 2023 17:46 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 209.8 | $20.49 | $4,298.80 |
DisclosureSEC source: 0000039311-23-000085 · primary_doc.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,898.06 Underlying: Common Stock · 209.8 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. Read SEC document |
| July 29, 2023 Filed Aug 1, 2023 15:21 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 14 | $102.76 | $1,438.64 |
DisclosureSEC source: 0001214659-23-010527 · marketforms-62166.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,800 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 |
| July 01, 2023 Filed Jul 3, 2023 14:31 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 638.76 | $15.26 | $9,747.48 |
DisclosureSEC source: 0000039311-23-000063 · primary_doc.xml · derivative · entry 2 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,688.26 Underlying: Common Stock · 638.76 shares Expires not disclosed F2 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 16:15 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 15 | $97.05 | $1,455.75 |
DisclosureSEC source: 0001214659-23-009202 · marketforms-62053.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,786 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 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 |
| June 06, 2023 Filed Jun 6, 2023 19:57 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 4,500 | $87.10 | $391,950.00 |
DisclosureSEC source: 0001214659-23-008293 · marketforms-61763.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,545 Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 17:33 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 18 | $78.10 | $1,405.80 |
DisclosureSEC source: 0001214659-23-008143 · marketforms-61702.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,771 Underlying: Common Stock · 18 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 |
| May 19, 2023 Filed May 19, 2023 20:29 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 500 | $85.14 | $42,572.00 |
DisclosureSEC source: 0001214659-23-007557 · marketforms-61580.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,045 Read SEC document |
| May 17, 2023 Filed May 18, 2023 19:52 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 5,000 | $83.60 | $418,000.00 |
DisclosureSEC source: 0001214659-23-007439 · marketforms-61563.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,545 Read SEC document |
| May 15, 2023 Filed Jul 3, 2023 14:31 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 254.97 | $16.05 | $4,092.27 |
DisclosureSEC source: 0000039311-23-000063 · primary_doc.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,049.5 Underlying: Common Stock · 254.97 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. F1 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. Read SEC document |
| April 28, 2023 Filed May 1, 2023 20:39 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 18 | $78.52 | $1,413.36 |
DisclosureSEC source: 0001214659-23-006292 · marketforms-61360.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,752 Underlying: Common Stock · 18 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 |
| April 01, 2023 Filed Apr 4, 2023 13:09 UTC | INDEPENDENT BANK CORP /MI/ IBCP · Entity 5179 | GrantPhantom Stock Units · Derivative | 609.64 | $15.99 | $9,748.14 |
DisclosureSEC source: 0000039311-23-000041 · primary_doc.xml · derivative · entry 2 MISSAD MATTHEW J · CIK 0001186284 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,794.53 Underlying: Common Stock · 609.64 shares Expires not disclosed F2 · derivative.exercise_price: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.exercise_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. F2 · derivative.expiration_date: The Phantom Stock Units were accrued for under the Independent Bank Corporation Deferred Compensation and Stock Purchase Plan for Non Employee Directors and are to be settled in the Issuer's Common Stock upon the reporting person's retirement as a director. The number of the units credited to a participant's account is determined by dividing the accrual amount by 90% of the fair market value of the Issuer's Common Stock on the effective date of the deferral. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 18 | $79.47 | $1,430.46 |
DisclosureSEC source: 0001214659-23-004687 · marketforms-61145.xml · derivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,733 Underlying: Common Stock · 18 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 |
| March 16, 2023 Filed Mar 17, 2023 19:12 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 10,000 | $79.03 | $790,300.00 |
DisclosureSEC source: 0001214659-23-003937 · marketforms-60835.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,545 Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 19:23 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 300 | $84.02 | $25,206.00 |
DisclosureSEC source: 0001214659-23-003734 · marketforms-60782.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,545 Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 14:42 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | SaleCommon Stock | 10,000 | $83.90 | $838,960.00 |
DisclosureSEC source: 0001214659-23-003724 · marketforms-60779.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,845 Read SEC document |
| March 06, 2023 Filed Feb 13, 2024 21:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GiftCommon Stock | 4,000 | $84.60 | $338,400.00 |
DisclosureSEC source: 0001214659-24-002454 · marketforms-64680.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,545 Read SEC document |
| March 06, 2023 Filed Feb 20, 2024 11:00 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GiftCommon Stock | 4,000 | $84.60 | $338,400.00 |
DisclosureSEC source: 0001214659-24-003076 · marketforms-64785.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,545 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 15:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 1,060 | $85.89 | $91,043.40 |
DisclosureSEC source: 0001214659-23-003567 · marketforms-59850.xml · nonDerivative · entry 3 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Interest Disclosed balance after: 49,871 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 |
| March 01, 2023 Filed Mar 3, 2023 23:12 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionPhantom Stock Units · Derivative | 1,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-23-003540 · marketforms-59828.xml · derivative · entry 5 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,714 Underlying: Common Stock · 1,162 shares Expires 2023-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · price: Reflects distribution of deferred stock units, each of which was the equivalent of one share of Common Stock of the Company. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:12 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 906 | $85.59 | $77,544.54 |
DisclosureSEC source: 0001214659-23-003540 · marketforms-59828.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,845 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2023 Filed Jun 30, 2023 15:53 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionPhantom Stock Units · Derivative | 1,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-23-009032 · marketforms-62009.xml · derivative · entry 6 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,714 Underlying: Common Stock · 1,162 shares Expires 2023-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · price: Reflects distribution of deferred stock units, each of which was the equivalent of one share of Common Stock of the Company. Read SEC document |
| March 01, 2023 Filed Jun 30, 2023 15:53 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | Disposition to issuerCommon Stock | 256 | $85.59 | $21,911.04 |
DisclosureSEC source: 0001214659-23-009032 · marketforms-62009.xml · nonDerivative · entry 5 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,845 Read SEC document |
| March 01, 2023 Filed Jun 30, 2023 15:53 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 1,162 | $85.59 | $99,455.58 |
DisclosureSEC source: 0001214659-23-009032 · marketforms-62009.xml · nonDerivative · entry 1 MISSAD MATTHEW J · CIK 0001186284 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,101 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.