Form 4: UFP Industries Officer Acquires Phantom Stock Units

A UFP Industries officer acquired 11 phantom stock units valued at $103.28 each, increasing their total beneficial ownership to 2,685 units.

Summary

• Landon C. Tarvin, President of UFP Retail Solutions for UFP Industries Inc. (UFPI), acquired 11 phantom stock units.
• The transaction occurred on January 30, 2026.
• Each phantom stock unit was valued at $103.28.
• The phantom stock units are convertible on a 1-for-1 basis into common stock.
• Following this acquisition, Mr. Tarvin beneficially owns 2,685 phantom stock units directly.
• These units were accrued under the Company's Deferred Compensation Plan and are payable in cash or shares upon the reporting person's death, disability, or retirement.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, typical of routine executive compensation and deferred plan accruals, with no immediate positive or negative implications for the company's operational or financial performance.

Future Outlook

The filing does not contain specific forward-looking statements or guidance beyond the nature of the phantom stock units being payable upon future events such as death, disability, or retirement.

Industry Context

StockSavvy.ai notes that routine insider transactions, such as the acquisition of phantom stock units under a deferred compensation plan, are common in the industry. These transactions typically reflect standard executive compensation practices rather than significant strategic shifts or market signals.

Comparison to Industry Standards

• The acquisition of phantom stock units as part of a deferred compensation plan is a standard practice for executive remuneration across various industries, aligning executive interests with long-term company performance.
• The size of this specific transaction (11 units) is relatively small compared to the total beneficial ownership of 2,685 units, suggesting a regular accrual rather than a large, discretionary purchase or sale.

Related Party Transactions

• The acquisition of phantom stock units by an officer of UFP Industries Inc. under the company's Deferred Compensation Plan constitutes a related party transaction, as it involves compensation provided by the company to a key management personnel.

Stakeholder Impact

• Shareholders: This transaction is a routine part of executive compensation, aligning management's long-term interests with shareholder value through equity-linked incentives.
• Employees: No direct impact on general employees is indicated by this specific filing.
• Management: The reporting person's beneficial ownership of phantom stock units increases, further tying their personal financial interests to the company's performance.

Key Dates

Keywords

UFP Industries, UFPI, Insider Transaction, Form 4, Phantom Stock, Deferred Compensation, Executive Compensation