Boise Cascade Co Del SEC Filings

Boise Cascade (BCC): Wellington Management Group and related entities filed a Schedule 13G/A reporting beneficial ownership of 3,268,407 shares of Boise Cascade common stock, representing 8.8% of the class as of the event date 09/30/2025. The filing indicates no sole voting or dispositive power, with shared voting power over 2,522,648 shares and shared dispositive power over 3,268,407 shares.

The securities are held of record by clients of Wellington’s investment adviser affiliates, and the positions are certified as acquired and held in the ordinary course, not for the purpose of changing or influencing control. One affiliate, Wellington Management Company LLP, reports shared voting power over 2,469,040 shares and shared dispositive power over 2,942,149 shares, reflecting its role among the Wellington entities.

Boise Cascade (BCC) reported softer Q3 2025 results. Sales were $1.67 billion versus $1.71 billion a year ago, and net income was $21.8 million with diluted EPS of $0.58. Income from operations fell to $32.3 million. Wood Products posted a $12.1 million segment loss on lower engineered wood and plywood pricing and volumes plus higher per‑unit conversion costs. Building Materials Distribution earned $54.3 million, down from $74.8 million, as margins on commodity and EWP products contracted.

Liquidity and capital allocation remained solid. Cash and cash equivalents were $511.8 million; available liquidity totaled $907.0 million, including $395.2 million of undrawn revolver capacity. Debt was $450.0 million, including a new $450 million revolving credit facility due 2030 with $50.0 million outstanding and $4.8 million in letters of credit. Year‑to‑date the company repurchased and retired 1,128,752 shares for $111.0 million and retired ~7 million historical treasury shares; in October 2025 it repurchased 120,000 additional shares for about $9 million. The board authorized up to $300.0 million for future repurchases and declared a $0.22 quarterly dividend payable December 17, 2025.

Boise Cascade (BCC) furnished an 8-K announcing its third quarter 2025 results. The company issued a press release, provided as Exhibit 99.1, and accompanying quarterly statistical information in Exhibit 99.2. The materials were furnished under Item 2.02, Results of Operations and Financial Condition.

Boise Cascade Company announced shareholder return actions. The board declared a quarterly dividend of $0.22 per share, payable on December 17, 2025 to stockholders of record on December 1, 2025.

The company also authorized a new share repurchase program of up to $300 million, replacing the prior authorization. From January 1, 2025 to October 30, 2025, Boise Cascade repurchased 1.25 million shares at a total cost of approximately $120 million.

Boise Cascade Company (BCC) posted investor presentation materials on September 15, 2025 that revise commentary and adjustments to its previously disclosed third quarter 2025 outlook. The presentation is furnished as Exhibit 99.1 to this Form 8-K and the company states the exhibit is being provided for investor discussions. The company clarifies that the Item 7.01 information is not being "filed" under the Exchange Act and is not incorporated by reference into other company filings. The filing otherwise contains standard exhibit disclosure language and does not include financial tables, earnings figures, or major transaction details in the 8-K text.

Boise Cascade Company officer Jeffrey Robert Strom, listed as COO, reported two non-derivative transactions in common stock. On 08/22/2025 he sold 1,000 shares at a weighted-average price of $91.0634 (prices ranged $91.01–$91.115), leaving 37,026 shares beneficially owned. On 08/26/2025 a second reported transaction (code "G") shows disposition of 250 shares at $0, leaving 36,776 shares beneficially owned. The Form 4 was signed by Jill M. Twedt as power of attorney on 08/26/2025. All amounts and prices are reported on the form.

Boise Cascade Company (BCC) Form 144 summary

The filer notifies an intended sale of 1,000 common shares through Morgan Stanley Smith Barney LLC on 08/22/2025 on the NYSE, with an aggregate market value of $91,063.40. The company has 37,337,473 shares outstanding. The shares were acquired on 03/01/2024 as performance stock units from the issuer and were issued in exchange for services rendered. The filer reports no sales in the past three months and includes the standard representation that they are not aware of undisclosed material adverse information about the issuer.

Boise Cascade Company (BCC) – Form 4 insider transaction filing

EVP of Wood Products, Troy Little, reported the sale of 2,033 shares of Boise Cascade common stock on 08/07/2025 at a weighted-average price of $83.1023 per share. Following the sale, the executive directly owns 12,701 shares. No derivative transactions were reported and no additional acquisitions or dispositions were disclosed. The filing contains no reference to any Rule 10b5-1 trading plan and provides no commentary on company performance, guidance, or strategic initiatives.

The transaction represents a modest reduction in the executive’s holdings and, given BCC’s typical daily trading volume and market capitalization, is unlikely to be material to the company’s equity structure or indicative of broader corporate developments.