UFP Industries (UFPI) CEO exercises 603 shares, returns 132
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
UFP Industries Chief Executive Officer William Danny Schwartz reported routine share adjustments in company stock. On April 1, 2026, he exercised derivative securities to acquire 603 shares of UFP Industries common stock at $91.14 per share, then disposed of 132 shares back to the issuer at the same price. Following these transactions, he directly held 74,831 shares. He also reported indirect holdings of 2,469 shares through a 401(k) Plan and 10,884 shares through Deferred Comp Interest, reflecting retirement and deferred compensation accounts rather than open-market trading.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
SCHWARTZ WILLIAM DANNY
Role
Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Common Stock | 603 | $91.14 | $55K |
| Disposition | Common Stock | 132 | $91.14 | $12K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 74,964 shares (Direct);
Common Stock — 2,469 shares (Indirect, 401(k) Plan)
Footnotes (1)
Key Figures
Shares acquired via exercise: 603 shares
Shares disposed to issuer: 132 shares
Exercise/transaction price: $91.14 per share
+3 more
6 metrics
Shares acquired via exercise
603 shares
Common Stock at $91.14 per share on April 1, 2026
Shares disposed to issuer
132 shares
Common Stock at $91.14 per share on April 1, 2026
Exercise/transaction price
$91.14 per share
Price for 603 acquired and 132 disposed shares
Direct holdings after transactions
74,831 shares
Common Stock directly owned by CEO after April 1, 2026
Indirect 401(k) holdings
2,469 shares
Common Stock held indirectly through 401(k) Plan
Indirect deferred comp holdings
10,884 shares
Common Stock held indirectly as Deferred Comp Interest
Key Terms
Exercise or conversion of derivative security, Disposition to issuer, 401(k) Plan, Deferred Comp Interest
4 terms
Exercise or conversion of derivative security financial
"transaction_code_description: "Exercise or conversion of derivative security""
Disposition to issuer financial
"transaction_action: "issuer disposition" and description "Disposition to issuer""
401(k) Plan financial
"nature_of_ownership: "401(k) Plan" for indirect holdings"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
Deferred Comp Interest financial
"nature_of_ownership: "Deferred Comp Interest" for indirect holdings"
FAQ
What insider transactions did UFPI CEO William Danny Schwartz report?
UFPI CEO William Danny Schwartz reported exercising derivative securities for 603 shares of common stock at $91.14 per share and disposing of 132 shares back to the issuer. These actions adjusted his holdings without involving open-market purchases or sales.
Were the UFPI CEO’s transactions open-market buys or sales?
The UFPI CEO’s activity involved a derivative exercise and a disposition to the issuer, not open-market trading. He exercised derivative securities to acquire 603 shares and then returned 132 shares to the company, both at $91.14 per share.
What indirect UFPI holdings does CEO William Danny Schwartz report?
In addition to direct holdings, Schwartz reports 2,469 UFPI shares held through a 401(k) Plan and 10,884 shares categorized as Deferred Comp Interest. These balances reflect retirement and deferred compensation arrangements linked to company stock rather than direct trading decisions.