Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP INDUSTRIES INCUFPI · Entity 3970 | Chief Executive Officer | April 01, 2026 | April 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 April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,964 |
Reported balance
After 2026-04-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-04-01 · Exercise / conversion · Acquired 603 · Balance 74,964 |
| Common StockSEC Table I · non-derivative | Direct | 74,831 |
Reported balance
After 2026-04-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-04-01 · Disposition to issuer · Disposed 132 · Balance 74,831 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 2,469 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,469 |
| Common StockSEC Table I · non-derivative | IndirectDeferred Comp Interest | 10,884 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,884 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 19:20 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Disposition to issuerCommon Stock | 132 | $91.14 | $12,030.48 |
DisclosureSEC source: 0001942366-26-000004 · primary_doc.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,831 Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 19:20 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 603 | $91.14 | $54,957.42 |
DisclosureSEC source: 0001942366-26-000004 · primary_doc.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,964 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 |
| February 26, 2026 Filed Mar 2, 2026 16:45 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 316 | $110.55 | $34,933.80 |
DisclosureSEC source: 0001942366-26-000003 · primary_doc.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Comp Interest Disclosed balance after: 10,884 Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 16:45 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Unit · Derivative | 1,064 | $110.55 | $117,625.20 |
DisclosureSEC source: 0001942366-26-000002 · primary_doc.xml · derivative · entry 4 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,059 Underlying: Common Stock · 1,064 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 upon 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 upon the reporting person's death, disability, or retirement. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 16:45 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 13,018 | $110.55 | $1,439,139.90 |
DisclosureSEC source: 0001942366-26-000002 · primary_doc.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,361 Read SEC document |
| December 27, 2025 Filed Feb 3, 2026 20:44 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Unit · Derivative | 39 | $92.83 | $3,620.37 |
DisclosureSEC source: 0001942366-26-000001 · primary_doc.xml · derivative · entry 4 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,995 Underlying: Common Stock · 39 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 27, 2025 Filed Feb 3, 2026 20:44 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 40 | $92.83 | $3,713.20 |
DisclosureSEC source: 0001942366-26-000001 · primary_doc.xml · nonDerivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Comp Interest Disclosed balance after: 10,567 Read SEC document |
| December 27, 2025 Filed Feb 3, 2026 20:44 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 9 | $92.83 | $835.47 |
DisclosureSEC source: 0001942366-26-000001 · primary_doc.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 2,454 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:11 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionPhantom Stock Units · Derivative | 515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-25-005366 · marketforms-69101.xml · derivative · entry 5 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,886 Underlying: Common Stock · 515 shares Expires 2025-04-01 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. F2 · derivative.exercise_price: 1-for-1 F3 · 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 |
| April 01, 2025 Filed Apr 3, 2025 13:11 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Disposition to issuerCommon Stock | 113 | $106.61 | $12,046.93 |
DisclosureSEC source: 0001214659-25-005366 · marketforms-69101.xml · nonDerivative · entry 4 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,343 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:11 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-25-005366 · marketforms-69101.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,456 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 · price: Each phantom stock unit was the economic equivalent of one share of issuer common stock. Read SEC document |
| March 06, 2025 Filed Mar 11, 2025 17:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Disposition to issuerCommon Stock | 6 | $103.51 | $621.06 |
DisclosureSEC source: 0001214659-25-004172 · marketforms-68706.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By 401k Plan Disclosed balance after: 2,374 F1 · kind: 401 (k) Refund of Excess Contributions Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 14:01 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 425 | $109.84 | $46,682.00 |
DisclosureSEC source: 0001214659-25-003689 · marketforms-68510.xml · nonDerivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Def Comp Interest Disclosed balance after: 10,418 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 19:53 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 678 | $106.65 | $72,308.70 |
DisclosureSEC source: 0001214659-25-003427 · marketforms-68400.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,619 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 19:53 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 6,106 | $106.65 | $651,204.90 |
DisclosureSEC source: 0001214659-25-003427 · marketforms-68400.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,941 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 19:04 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 678 | $406.65 | $275,708.70 |
DisclosureSEC source: 0001214659-25-003416 · marketforms-68396.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,619 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 19:04 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 6,106 | $106.65 | $651,204.90 |
DisclosureSEC source: 0001214659-25-003416 · marketforms-68396.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,941 Read SEC document |
| February 24, 2025 Filed Mar 26, 2025 19:01 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 6,106 | $106.65 | $651,204.90 |
DisclosureSEC source: 0001214659-25-004825 · marketforms-68982.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,941 F1 · balance_after: Original filing included performance shares that were not yet issued. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 20:04 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 589 | $109.84 | $64,695.76 |
DisclosureSEC source: 0001214659-25-003259 · marketforms-68326.xml · derivative · entry 4 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,367 Underlying: Common Stock · 589 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 20, 2025 Filed Feb 21, 2025 20:04 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Tax withholdingCommon Stock | 2,949 | $109.84 | $323,918.16 |
DisclosureSEC source: 0001214659-25-003259 · marketforms-68326.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,835 Read SEC document |
| December 28, 2024 Filed Feb 10, 2025 17:50 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 60 | $112.19 | $6,731.40 |
DisclosureSEC source: 0001214659-25-002292 · marketforms-68050.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By 401k Plan Disclosed balance after: 2,380 F1 · balance_after: Includes shares acquired through dividend reinvestment plan. Read SEC document |
| September 03, 2024 Filed Sep 6, 2024 15:55 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionPhantom Stock Units · Derivative | 471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-24-016140 · marketforms-66933.xml · derivative · entry 5 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,725 Underlying: Common Stock · 471 shares Expires 2024-09-03 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 |
| September 03, 2024 Filed Sep 6, 2024 15:55 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Disposition to issuerCommon Stock | 104 | $116.54 | $12,120.16 |
DisclosureSEC source: 0001214659-24-016140 · marketforms-66933.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,784 Read SEC document |
| September 03, 2024 Filed Sep 6, 2024 15:55 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-24-016140 · marketforms-66933.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,888 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 17:38 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 419 | $111.35 | $46,655.65 |
DisclosureSEC source: 0001214659-24-003827 · marketforms-65011.xml · nonDerivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Interest Disclosed balance after: 9,883 Read SEC document |
| February 27, 2024 Filed Mar 6, 2024 20:58 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 8,779 | $113.49 | $996,328.71 |
DisclosureSEC source: 0001214659-24-004155 · marketforms-65101.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,417 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 17:38 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 581 | $111.35 | $64,694.35 |
DisclosureSEC source: 0001214659-24-003407 · marketforms-64885.xml · derivative · entry 4 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,138 Underlying: Common Stock · 581 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 17:38 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Tax withholdingCommon Stock | 201 | $110.11 | $22,132.11 |
DisclosureSEC source: 0001214659-24-003407 · marketforms-64885.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,638 Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 18:01 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Tax withholdingCommon Stock | 4,338 | $118.63 | $514,616.94 |
DisclosureSEC source: 0001214659-24-003222 · marketforms-64815.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,839 Read SEC document |
| December 30, 2023 Filed Feb 13, 2024 15:31 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 109 | $125.55 | $13,684.95 |
DisclosureSEC source: 0001214659-24-002421 · marketforms-64628.xml · derivative · entry 4 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,557 Underlying: Common Stock · 109 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 15:31 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 105 | $125.55 | $13,182.75 |
DisclosureSEC source: 0001214659-24-002421 · marketforms-64628.xml · nonDerivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Interest Disclosed balance after: 9,463 Read SEC document |
| December 30, 2023 Filed Feb 13, 2024 15:31 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 58 | $125.55 | $7,281.90 |
DisclosureSEC source: 0001214659-24-002421 · marketforms-64628.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz 10b5-1 filing: No plan indicated Ownership: Indirect · By 401k Plan Disclosed balance after: 2,308 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:59 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 548 | $85.89 | $47,067.72 |
DisclosureSEC source: 0001214659-23-003586 · marketforms-60265.xml · nonDerivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Comp Interest Disclosed balance after: 9,358 Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:23 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionPhantom Stock Units · Derivative | 642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-23-003541 · marketforms-59829.xml · derivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,448 Underlying: Common Stock · 642 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 23:23 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 500 | $85.59 | $42,795.00 |
DisclosureSEC source: 0001214659-23-003541 · marketforms-59829.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,085 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 14:45 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionPhantom Stock Units · Derivative | 642 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-23-009017 · marketforms-62005.xml · derivative · entry 4 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,448 Underlying: Common Stock · 642 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 14:45 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | Disposition to issuerCommon Stock | 142 | $85.59 | $12,153.78 |
DisclosureSEC source: 0001214659-23-009017 · marketforms-62005.xml · nonDerivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,085 Read SEC document |
| March 01, 2023 Filed Jun 30, 2023 14:45 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | Exercise / conversionCommon Stock | 642 | $85.59 | $54,948.78 |
DisclosureSEC source: 0001214659-23-009017 · marketforms-62005.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,227 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 |
| February 27, 2023 Filed Feb 28, 2023 21:06 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 10,187 | $86.13 | $877,406.31 |
DisclosureSEC source: 0001214659-23-003225 · marketforms-59706.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President, Retail Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,585 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 27, 2023 Filed Mar 6, 2023 19:27 UTC Amendment | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 13,089 | $86.13 | $1,127,355.57 |
DisclosureSEC source: 0001214659-23-003577 · marketforms-59883.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President, Retail Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,487 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. F1 · shares: 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. F2 · shares: Includes an additional 2,902 shares that were not included in the original reporting. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 11:00 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 758 | $85.28 | $64,642.24 |
DisclosureSEC source: 0001214659-23-003024 · marketforms-59650.xml · derivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · William D Schwartz Exec VP Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,090 Underlying: Common Stock · 758 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 31, 2022 Filed Feb 15, 2023 18:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 60 | $79.25 | $4,755.00 |
DisclosureSEC source: 0001214659-23-002558 · marketforms-59491.xml · derivative · entry 3 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,331 Underlying: Common Stock · 60 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 31, 2022 Filed Feb 15, 2023 18:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 57 | $79.25 | $4,517.25 |
DisclosureSEC source: 0001214659-23-002558 · marketforms-59491.xml · nonDerivative · entry 2 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,398 F3 · balance_after: Includes 5 shares previously issued in the ESPP program Read SEC document |
| December 31, 2022 Filed Feb 15, 2023 18:17 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 26 | $79.25 | $2,060.50 |
DisclosureSEC source: 0001214659-23-002558 · marketforms-59491.xml · nonDerivative · entry 1 SCHWARTZ WILLIAM DANNY · CIK 0001942366 · President UFP Retail Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 2,250 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.