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Wellington group discloses 9.5% Trex Company (TREX) ownership across advisory clients

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Trex Company, Inc. is reported as having its common stock beneficially owned by several affiliated Wellington entities in this amended Schedule 13G filing. Wellington Management Group LLP and related holding and advisory entities report aggregate beneficial ownership of 9,877,124 shares of Trex common stock, representing approximately 9.5%–9.51% of the class.

The Wellington entities report no sole voting or dispositive power, but significant shared voting power over 7,643,151 shares and shared dispositive power over 9,877,116 shares for certain entities. The shares are held of record by clients of one or more Wellington investment advisers, which have the right to receive dividends or sale proceeds. No single client is stated to have rights over more than five percent of the class. The filing outlines the Wellington ownership and control structure, including multiple investment adviser subsidiaries classified as investment advisers.

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Beneficially owned shares 9,877,124 shares Aggregate Trex common stock beneficially owned by Wellington-affiliated entities
Percent of class 9.51 % Percent of Trex common stock class reported as beneficially owned
Shared voting power 7,643,151 shares Shared voting power reported by several Wellington parent entities
Shared dispositive power 9,877,116 shares Shared power to dispose reported for certain Wellington entities
Shared voting power (WMC LLP) 7,235,556 shares Shared voting power for Wellington Management Company LLP
Shared dispositive power (WMC LLP) 8,286,037 shares Shared dispositive power for Wellington Management Company LLP
beneficially owned financial
"Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 7,643,151.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 9,877,116.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"
percent of class financial
"(b) | Percent of class: 9.51 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

How much of Trex Company, Inc. (TREX) stock does Wellington beneficially own?

Wellington-affiliated entities report beneficial ownership of 9,877,124 shares of Trex common stock, representing about 9.5%–9.51% of the outstanding class. These shares are held of record by clients of Wellington investment advisers.

What voting power do Wellington entities report over Trex (TREX) shares?

Wellington entities report no sole voting power but shared voting power over 7,643,151 shares for several parent entities. Wellington Management Company LLP specifically reports shared voting power over 7,235,556 shares of Trex common stock.

What dispositive power do Wellington entities have over Trex (TREX) stock?

The Wellington entities report no sole dispositive power but shared dispositive power over 9,877,116 shares for several entities, and 8,286,037 shares for Wellington Management Company LLP. This reflects authority over how those shares may be disposed of.

Does any single Wellington client hold more than 5% of Trex (TREX) shares?

The filing states that no client is known to have the right to receive dividends or sale proceeds with respect to more than five percent of the Trex common stock class. The 9.5% position is spread across multiple clients.

Which Wellington entities are listed as beneficial owners of Trex (TREX) shares?

Named entities include Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, along with several affiliated investment adviser subsidiaries.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





89531P105

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026