Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UFP INDUSTRIES INCUFPI · Entity 3970 | General Counsel | January 31, 2025 | February 04, 2025 |
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 January 31, 2025 · Filed February 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,081 |
Reported balance
After 2025-01-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-31 · Grant · Acquired 10 · Balance 19,081 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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 3, 2017 19:53 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 7 | $98.54 | $689.78 |
DisclosureSEC source: 0001214659-17-002292 · marketforms-38481.xml · derivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,020 Underlying: Common Stock · 7 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 28, 2017 Filed Mar 1, 2017 21:03 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 7 | $95.81 | $670.67 |
DisclosureSEC source: 0001214659-17-001539 · marketforms-38135.xml · derivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,012 Underlying: Common · 7 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 23, 2017 Filed Feb 27, 2017 15:55 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 394 | $96.09 | $37,859.46 |
DisclosureSEC source: 0001214659-17-001386 · marketforms-38076.xml · derivative · entry 3 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,004 Underlying: Common Stock · 394 shares Expires not disclosed F3 · derivative.exercise_price: 1-for-1 F4 · 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. F4 · 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 23, 2017 Filed Feb 27, 2017 15:55 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 359 | $96.09 | $34,496.31 |
DisclosureSEC source: 0001214659-17-001386 · marketforms-38076.xml · nonDerivative · entry 2 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 2,834 F2 · 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. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 15:55 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 369 | $96.09 | $35,457.21 |
DisclosureSEC source: 0001214659-17-001386 · marketforms-38076.xml · nonDerivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619 F1 · shares: Shares are subject to time-based cliff vesting on the fifth (5th) anniversary of the award date. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 18:41 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 7 | $101.71 | $711.97 |
DisclosureSEC source: 0001214659-17-000598 · marketforms-37699.xml · derivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,577 Underlying: Common Stock · 7 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 29, 2016 Filed Jan 3, 2017 16:14 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhanton Stock Units · Derivative | 7 | $103.82 | $726.74 |
DisclosureSEC source: 0001214659-17-000008 · marketforms-37489.xml · derivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,647 Underlying: Common · 7 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, 2016 Filed Feb 13, 2017 14:15 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 24 | $102.92 | $2,470.08 |
DisclosureSEC source: 0001214659-17-001000 · marketforms-37939.xml · derivative · entry 3 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,602 Underlying: Common · 24 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, 2016 Filed Feb 13, 2017 14:15 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantCommon Stock | 21 | $102.93 | $2,161.53 |
DisclosureSEC source: 0001214659-17-001000 · marketforms-37939.xml · nonDerivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Indirect · Def Comp Interest Disclosed balance after: 2,475 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 15:43 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 7 | $99.34 | $695.38 |
DisclosureSEC source: 0001214659-16-015075 · marketforms-37264.xml · derivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,639 Underlying: Common Stock · 7 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 19:48 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 8 | $85.99 | $687.92 |
DisclosureSEC source: 0001214659-16-014329 · marketforms-36586.xml · derivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,632 Underlying: Common · 8 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 20:35 UTC | UFP INDUSTRIES INC UFPI · Entity 3970 | GrantPhantom Stock Units · Derivative | 7 | $98.49 | $689.43 |
DisclosureSEC source: 0001214659-16-013913 · marketforms-36365.xml · derivative · entry 1 Tutas David A. · CIK 0001567995 · VP Legal, Gen Csl, Secty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,546 Underlying: Common Stock · 7 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.