UFPI (UFPI) CFO awarded common stock and phantom stock units

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

UFP Industries Chief Financial Officer Michael R. Cole received equity-based compensation. On February 19, 2026, he acquired 7,727 shares of common stock and 425 phantom stock units at an indicated value of $110.55 per unit. The phantom stock units convert on a 1-for-1 basis into common shares and are payable in stock upon his death, disability, or retirement.

After these awards, Cole directly holds 32,367 phantom stock units and 175,997 common shares, with additional indirect holdings of common stock through a 401(k) plan and deferred compensation interest.

Insider Trade Summary

4 transactions reported

Mixed 4 txns

Insider COLE MICHAEL R

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Phantom Stock Unit	425	$110.55	$47K
Grant/Award	Common Stock	7,727	$110.55	$854K
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Phantom Stock Unit — 32,367 shares (Direct); Common Stock — 175,997 shares (Direct); Common Stock — 29,895 shares (Indirect, 401(k) Plan)

Footnotes (1)

1 for 1 The phantom stock units were accrued under the Company's Deferred Compensation Plan are are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

Form 4 Insider Transactions: What Each Field Means →

02/23/2026 - 09:26 AM

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^*

COLE MICHAEL R

(Last)

(First)

(Middle)

2801 EAST BELTLINE, N.E.

(Street)

GRAND RAPIDS

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)

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

3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	02/19/2026		A		7,727	A	$110.55	175,997	D
Common Stock								29,895	I	401(k) Plan
Common Stock								27,441	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Phantom Stock Unit	⁽¹⁾	02/19/2026		A		425		⁽²⁾	⁽²⁾	Common Stock	425	$110.55	32,367	D

Explanation of Responses:

1. 1 for 1

2. The phantom stock units were accrued under the Company's Deferred Compensation Plan are are payable in shares of the Company's common stock upon the reporting person's death, disability, or retirement.

	Katherine L. Karel	02/23/2026
	** 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.
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Source: View Original Filing on SEC EDGAR

FAQ

What equity awards did UFPI CFO Michael R. Cole receive in this Form 4?

Michael R. Cole received a grant of 7,727 shares of UFP Industries common stock and 425 phantom stock units, each valued at $110.55. These awards increase his direct and deferred equity stake in the company.

How do the phantom stock units for UFPI’s CFO work?

The phantom stock units convert into UFP Industries common stock on a 1-for-1 basis. They are accrued under the company’s Deferred Compensation Plan and are payable in shares upon Cole’s death, disability, or retirement.

How many UFP Industries phantom stock units does the CFO hold after this filing?

After the February 19, 2026 grant, Michael R. Cole holds 32,367 phantom stock units. These units are linked to UFP Industries common stock and are settled in shares at specified future events.

What is Michael R. Cole’s direct common stock ownership in UFPI after the grant?

Following the equity award, Michael R. Cole directly owns 175,997 shares of UFP Industries common stock. This reflects the addition of 7,727 granted shares at an indicated value of $110.55 per share.

Does the UFPI CFO have indirect holdings reported in this Form 4?

Yes. The filing shows indirect ownership of 29,895 UFP Industries common shares through a 401(k) plan and 27,441 common shares related to deferred compensation interest, in addition to his direct holdings.

What transaction code is used for the UFPI CFO’s equity grant?

The Form 4 uses transaction code “A,” indicating a grant, award, or other acquisition. This code applies to the 7,727 common shares and 425 phantom stock units awarded to Michael R. Cole on February 19, 2026.