Form 4: UFPI Insider Acquires Phantom Stock Units

Robert Paul Guerre, Secretary and Director of Corporate Compliance at UFP Industries Inc., acquired 15 phantom stock units as part of the company's deferred compensation plan.

Summary

• Robert Paul Guerre, Secretary and Director of Corporate Compliance for UFP Industries Inc. (UFPI), acquired 15 phantom stock units.
• The transaction occurred on October 31, 2025.
• Each phantom stock unit was valued at $92.13.
• These units are accrued under the Company's Deferred Compensation Plan.
• The units are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.
• Following this transaction, Mr. Guerre beneficially owns 568 derivative securities, which includes shares acquired through a dividend reinvestment plan.

Sentiment

Score: 7

Explanation: The acquisition of phantom stock units by an insider is generally a positive signal, indicating continued commitment and alignment with the company's long-term performance, though the transaction size is small.

Positives

• Acquisition of phantom stock units by a key insider, indicating continued participation in the company's long-term incentive plans.
• The deferred compensation plan aligns management's interests with long-term shareholder value.

Future Outlook

The phantom stock units are part of a deferred compensation plan, indicating a long-term incentive structure for the reporting person, with payout contingent on future events such as death, disability, or retirement.

Industry Context

This filing represents a routine insider transaction related to executive compensation, common across various industries for aligning management incentives with company performance over the long term. It does not provide broader industry trends.

Comparison to Industry Standards

• The use of phantom stock units as part of a deferred compensation plan is a standard practice in corporate executive compensation across many industries, including manufacturing and building materials, to retain key personnel and align their interests with long-term shareholder value.
• Similar plans are common at companies like Weyerhaeuser (WY) or Louisiana-Pacific (LPX) in the building products sector, though specific comparable projects or results are not detailed in this filing.

Related Party Transactions

• The acquisition of phantom stock units by Robert Paul Guerre, an officer and director of corporate compliance, from UFP Industries Inc. constitutes a related party transaction as part of his compensation plan.

Stakeholder Impact

• Shareholders: The transaction aligns the interests of a key executive with long-term shareholder value through deferred compensation tied to company stock.
• Employees: This transaction is specific to executive compensation and does not directly impact the broader employee base.
• Management: The deferred compensation plan provides a long-term incentive for the reporting person.

Next Steps

• The phantom stock units will be held until the reporting person's death, disability, or retirement, at which point they will be paid out in shares of the company's common stock.

Key Dates

Keywords

UFP Industries, UFPI, Robert Paul Guerre, Phantom Stock Units, Insider Transaction, SEC Form 4, Deferred Compensation, Executive Compensation, Stock Acquisition