Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP INDUSTRIES INCUFPI · Entity 3970 | Director | August 03, 2026 | August 04, 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 August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 73 · Balance 81 |
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 326 |
Reported balance
After 2026-08-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-03 · Grant · Acquired 294 · Balance 326 F1: 1 for 1 F2: Shares issuable following termination of service as a director |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: Shares issuable following 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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 4, 2026 20:09 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Unit · Derivative | 294 | $91.68 | $26,953.92 |
DisclosureSEC source: 0002132641-26-000003 · primary_doc.xml · derivative · entry 2 Grubbs Ronald K Jr. · CIK 0002132641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 326 Underlying: Common Stock · 294 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Shares issuable following termination of service as a director F2 · derivative.expiration_date: Shares issuable following termination of service as a director Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:09 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 73 | $91.68 | $6,692.64 |
DisclosureSEC source: 0002132641-26-000003 · primary_doc.xml · nonDerivative · entry 1 Grubbs Ronald K Jr. · CIK 0002132641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81 Read SEC document |
| May 01, 2026 Filed May 5, 2026 15:16 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Unit · Derivative | 32 | $85.18 | $2,725.76 |
DisclosureSEC source: 0002132641-26-000002 · primary_doc.xml · derivative · entry 2 Grubbs Ronald K Jr. · CIK 0002132641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32 Underlying: Common Stock · 32 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: Shares issuable upon retirement as a director. F2 · derivative.expiration_date: Shares issuable upon retirement as a director. Read SEC document |
| May 01, 2026 Filed May 5, 2026 15:16 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 8 | $85.18 | $681.44 |
DisclosureSEC source: 0002132641-26-000002 · primary_doc.xml · nonDerivative · entry 1 Grubbs Ronald K Jr. · CIK 0002132641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8 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.