Form 4: UFP Industries Insider Acquires Phantom Stock Units

UFP Industries' Secretary and Director of Corporate Compliance, Robert Paul Guerre, acquired 14 phantom stock units under a deferred compensation plan.

Summary

• Robert Paul Guerre, Secretary and Director of Corporate Compliance at UFP Industries Inc. (UFPI), acquired 14 phantom stock units.
• The transaction occurred on January 30, 2026.
• These units were accrued under the company's Deferred Compensation Plan.
• Each phantom stock unit is equivalent to one share of common stock.
• The units are payable in shares of common stock upon the reporting person's death, disability, or retirement.
• Following this transaction, Robert Paul Guerre beneficially owns 869 phantom stock units directly.
• The derivative security was valued at $103.28 per unit.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, reflecting routine executive compensation and retention practices rather than a significant market signal.

Positives

• Management's continued participation in the company's deferred compensation plan aligns their interests with shareholders for long-term value creation.

Future Outlook

The phantom stock units are part of a long-term retention strategy, payable in common stock upon the reporting person's death, disability, or retirement, indicating a commitment to future alignment with company performance.

Management Comments

• 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.

Industry Context

StockSavvy.ai notes that deferred compensation plans involving phantom stock are common mechanisms for executive retention and aligning management interests with long-term shareholder value, particularly in established industrial companies like UFP Industries.

Comparison to Industry Standards

• Phantom stock plans are a standard component of executive compensation packages across various industries, including manufacturing and building materials, similar to companies like Louisiana-Pacific Corporation (LPX) or Weyerhaeuser (WY).
• The structure, where units convert to common stock upon specific events (death, disability, retirement), is a typical design for such long-term incentive plans, aiming to defer income and encourage long-term commitment.

Corporate Governance

Related Party Transactions

• Acquisition of 14 phantom stock units by Robert Paul Guerre, an executive, under the company's Deferred Compensation Plan.

Stakeholder Impact

• Shareholders: The deferred compensation plan aims to align executive interests with long-term shareholder value by tying compensation to stock performance.
• Employees (Executives): Provides a long-term incentive and retirement benefit for the reporting person.

Next Steps

• The phantom stock units will be converted into shares of UFP Industries common stock upon the reporting person's death, disability, or retirement.

Key Dates

Recommendation

This Form 4 reports a routine, pre-scheduled acquisition of phantom stock units as part of an executive's deferred compensation plan. It does not indicate any new strategic direction, financial performance, or significant market-moving information that would warrant a change in investment recommendation. It simply reflects ongoing executive compensation practices.

Keywords

UFP Industries, UFPI, insider transaction, Form 4, phantom stock, deferred compensation, executive compensation, Rule 10b5-1