UFPI CEO exercises options, adjusts share holdings

UFP Industries Chief Executive Officer William Danny Schwartz reported routine share adjustments in company stock.

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.

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 — 74,831 shares (Direct); Common Stock — 2,469 shares (Indirect, 401(k) Plan); Common Stock — 10,884 shares (Indirect, Deferred Comp Interest)

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

How many UFPI shares does CEO William Danny Schwartz hold after these transactions?

After the reported transactions, CEO William Danny Schwartz directly holds 74,831 shares of UFP Industries common stock. He also reports indirect ownership of 2,469 shares in a 401(k) Plan and 10,884 shares as Deferred Comp Interest, tied to retirement and deferred compensation plans.

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 does the disposition of 132 UFPI shares by the CEO represent?

The 132-share transaction is labeled as a Disposition to issuer, meaning shares were transferred back to UFP Industries at $91.14 per share. This is distinct from an open-market sale and is typically a company-directed adjustment rather than public trading.

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.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 04/02/2026 - 03:20 PM Learn about SEC filing dates

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

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

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^*

SCHWARTZ WILLIAM DANNY

(Last) (First) (Middle)

2801 EAST BELTLINE AVE NE

(Street)

GRAND RAPIDS MICHIGAN 49525

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

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

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

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

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
Common Stock	04/01/2026		M		603	A	$91.14	74,964	D
Common Stock	04/01/2026		D		132	D	$91.14	74,831	D
Common Stock								2,469	I	401(k) Plan
Common Stock								10,884	I	Deferred Comp Interest

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

Explanation of Responses:

	Katherine L. Karel	04/02/2026
	** 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.
* Form 4: SEC 1474 (03-26)