BOISE CASCADE Co SEC Filings

Boise Cascade director Sue Ying Taylor received an equity award of 1,813 shares of common stock on March 1, 2026, reported as a grant or other acquisition at a price of $0.00 per share. Following this award, her directly held common stock totaled 10,876 shares.

According to the footnote, the award is in the form of restricted stock units, with each unit representing a contingent right to receive one share of Boise Cascade common stock. These restricted stock units vest and become deliverable on March 1, 2027.

Boise Cascade director Thomas E. Carlile reported an equity award of restricted stock units. On March 1, 2026, he acquired 2,115 shares of Boise Cascade common stock through a grant classified as a grant, award, or other acquisition at no cash price per share.

Each restricted stock unit represents a contingent right to receive one share of Boise Cascade common stock and will vest and become deliverable on March 1, 2027. After this award, Carlile directly holds 31,709 shares of Boise Cascade common stock.

Boise Cascade reports on its 2025 performance and strategy as a major U.S. building materials distributor and engineered wood producer. The Building Materials Distribution segment generated $5,941.3 million in sales and $222.2 million of segment income, while Wood Products delivered $1,613.4 million of sales but only $5.8 million of segment income, reflecting commodity-price pressure and higher costs.

The company continues to shift its mix toward higher-margin general line products and engineered wood, expand its nationwide distribution footprint, and invest in modernization, robotics, and digital analytics. It also highlights climate and cybersecurity oversight, strong safety and human-capital programs, and notes a planned CEO transition from Nate Jorgensen to Jeff Strom in March 2026.

Boise Cascade Company reported much weaker results for 2025 as housing-related markets softened and pricing declined. Fourth-quarter net income was $8.7 million, or $0.24 per share, on sales of $1.46 billion, down from $68.9 million on $1.57 billion a year earlier.

For full year 2025, net income fell to $132.8 million, or $3.53 per share, on sales of $6.40 billion, compared with $376.4 million and $6.72 billion in 2024. Results included about $6 million after-tax accrued for legal proceedings in the distribution segment and sharply lower profitability in Wood Products as engineered wood and plywood prices and volumes dropped.

The company ended the year with $477.2 million of cash, total liquidity of $872.3 million, and $450.0 million of debt. In 2025 it spent $274.8 million on capital and acquisitions, paid $34.6 million in dividends, and repurchased 2.1 million shares for $181.4 million, with additional buybacks in early 2026.

Boise Cascade Company is the issuer, and several affiliated Wellington entities report beneficial ownership of 2,823,119 shares of Boise Cascade common stock, representing 7.62% of the class as of the event date. All voting and dispositive authority is shared, with no sole power reported.

The securities are held in client accounts of Wellington investment advisers, meaning underlying clients are entitled to dividends and sale proceeds. Wellington certifies the holdings are maintained in the ordinary course of business and not for the purpose of changing or influencing control of Boise Cascade.

Boise Cascade Company announced that its board of directors declared a quarterly cash dividend of $0.22 per share on its common stock. The dividend will be paid on March 18, 2026 to stockholders of record as of February 23, 2026.

The company notes that any future dividends, including the amount, record date, and payment date, will be determined by the board based on factors such as legal capital requirements, future operations and earnings, overall financial condition, material cash needs, debt agreement restrictions, applicable laws, and other considerations the board deems relevant.

Boise Cascade Company announced a planned CEO transition. Nate Jorgensen, the current Chief Executive Officer, has notified the company of his retirement from the CEO role, effective March 2, 2026. He will remain on the company’s Board of Directors, providing continuity at the board level.

On December 1, 2025, the Board elected Jeff Strom, age 58, as the next Chief Executive Officer, with his appointment effective March 3, 2026. Strom has been Chief Operating Officer since January 2025 and previously served as Executive Vice President of the Building Materials Distribution business and as Vice President and General Manager for the Eastern Region. In connection with his election as CEO, the Compensation Committee approved an annual base salary of $975,000 and an annual short-term incentive target of 120%, effective March 3, 2026.

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.