[Form 4] UFP Industries, Inc. Insider Trading Activity

Rhea-AI Filing Summary

UFP Industries (UFPI) – Form 4 filing dated 8/4/2025. Director Thomas Wayne Rhodes was credited with 613 deferred stock units (DSUs) on 8/1/2025 under the company’s Director Compensation Plan. Each DSU is convertible 1-for-1 into common stock after the director leaves the board. The reference price for the units is $97.73. After this grant, Rhodes now holds 64,971 DSUs, including 211 units added for the 6/15/2025 dividend. No open-market purchase or sale of common shares was reported, and the ownership remains direct. The transaction reflects routine equity compensation and has no immediate cash impact or change in voting power for other shareholders.

Insights

Corporate Governance Analyst

TL;DR: Routine DSU grant; signals continued board equity alignment, negligible dilution, immaterial to UFPI valuation.

The filing records a standard quarterly director compensation award, not a discretionary purchase or sale. DSUs defer settlement until board departure, encouraging long-term oversight. With only 613 units versus UFPI’s ~62 million shares outstanding, dilution is <0.001% and therefore financially immaterial. No red flags or governance concerns arise.

Portfolio Manager

TL;DR: Neutral event; confirms director stake growth but does not alter investment thesis or near-term supply/demand.

The grant marginally increases insider exposure, aligning interests, yet lacks signaling value because it is automatic. Absence of insider buying or selling keeps sentiment unchanged. Investors can disregard this for position sizing; focus should remain on UFPI’s operating metrics and housing-related demand trends.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Rhodes Thomas Wayne

(Last) (First) (Middle)

2801 EAST BELTLINE NE

(Street)

GRAND RAPIDS MI 49525

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
UFP INDUSTRIES INC [ UFPI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
08/01/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Deferred Stock Unit	(1)	08/01/2025		A(2)		613		(3)	(3)	Common Stock	613	$97.73	64,971(4)	D

Explanation of Responses:

1. 1-for-1

2. Units credited as part of Director Compensation Plan.

3. Shares issuable following termination of service as a director

4. Includes 211 shares credited based on dividend paid on June 15, 2025

Remarks:

	Katherine L. Karel, Attorney-in-Fact for Thomas Wayne Rhodes	08/04/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many shares did UFPI director Thomas Wayne Rhodes receive on 8/1/2025?

613 deferred stock units were credited under the Director Compensation Plan.

What is the conversion ratio of the UFPI deferred stock units granted?

Each DSU converts 1-for-1 into common stock upon board service termination.

What is the reference price for the DSU grant reported in the UFPI Form 4?

The filing lists a price of $97.73 per unit.

How many UFPI deferred stock units does Rhodes own after the transaction?

He now beneficially owns 64,971 DSUs.

Does this Form 4 indicate any open-market purchase or sale by the director?

No; the filing records an automatic, compensation-related DSU credit, not a market trade.