Wellington Management (TREX) discloses 8.05% beneficial holding
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Wellington Management Group LLP filed an amended Schedule 13G/A reporting beneficial ownership of Trex Company, Inc. common stock. The amendment shows 8.05% of the class and lists beneficial ownership of 8,358,786 shares with shared voting power of 6,768,126 shares and shared dispositive power of 8,358,778 shares. The filing names related Wellington entities and states the shares are owned of record by clients of Wellington investment advisers.
Positive
- None.
Negative
- None.
Key Figures
Percent of class: 8.05 %
Beneficially owned shares: 8,358,786 shares
Shared voting power: 6,768,126 shares
+2 more
5 metrics
Percent of class
8.05 %
Item 4(b) on the Schedule 13G/A
Beneficially owned shares
8,358,786 shares
listed on cover/ownership responses
Shared voting power
6,768,126 shares
cover page Item 6 responses
Shared dispositive power
8,358,778 shares
cover page Item 8 responses
Signed date
05/15/2026
signature block
Key Terms
Schedule 13G/A, beneficially owned, shared dispositive power, owned of record by clients
4 terms
Schedule 13G/A regulatory
"Amendment No. 1 and header lines identifying the form"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned"
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.
owned of record by clients other
"The securities as to which this Schedule is filed are owned of record by clients"
FAQ
What stake does Wellington report in TREX?
Wellington reports a 8.05% ownership of Trex common stock, representing 8,358,786 shares. The filing attributes these shares to clients of Wellington investment advisers and lists shared voting and dispositive power figures.
Which Wellington entities are named in the TREX filing?
The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons and identifies affiliated investment advisers.
When was the Schedule 13G/A signed for TREX?
The amendment is signed by Matthew Revell, Compliance Manager, with signature dates shown as 05/15/2026 on the filing cover pages for the reporting entities.