UFPI Form 4: Officer Robert Guerre accrues 14 phantom units at $100.97
Robert Paul Guerre, an officer (Secretary, Director of Corporate Compliance) of UFP Industries, Inc. (UFPI), reported a transaction dated 08/29/2025.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Robert Paul Guerre, an officer (Secretary, Director of Corporate Compliance) of UFP Industries, Inc. (UFPI), reported a transaction dated 08/29/2025. He acquired 14 phantom stock units under the company's Deferred Compensation Plan; those units are payable in shares of common stock and were recorded at a price of $100.97 per share. After this accrual and prior holdings (including shares from a dividend reinvestment plan), the report shows beneficial ownership of 534 shares held directly. The Form 4 was signed by an attorney-in-fact on 09/02/2025.
Positive
- Disclosure is complete with transaction date, amount, price, and explanatory note about the Deferred Compensation Plan
- Reporting includes resulting beneficial ownership (534 shares) and notes inclusion of dividend reinvestment plan shares
Negative
- None.
Insights
TL;DR Routine executive accrual of phantom units converts to 14 shares, small relative holding, not material to valuation.
The 14-unit accrual at $100.97 represents deferred compensation payable in common stock. The transaction increases reported direct beneficial ownership to 534 shares. There is no indication of cash sale or exercise of options, and the amount disclosed is small relative to typical institutional holding sizes. This disclosure is a compliance filing documenting compensation-related equity accrual rather than an open-market trade.
TL;DR Filing documents a standard plan-based accrual and shows proper Section 16 reporting and attorney-in-fact signature.
The Form 4 identifies the reporting persons role and relationship to the issuer and provides the required details: transaction date, number of phantom stock units, conversion mechanism, and resulting beneficial ownership. The explanation clarifies the units stem from the Deferred Compensation Plan and are payable upon death, disability, or retirement, which aligns with standard executive deferred-compensation practices. The form appears complete and properly executed.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 14 | $100.97 | $1K |
Footnotes (3)
- F1. 1-for-1
- F2. The phantom stock units were accrued under the Company's Deferred Compensation Plan and are payable in shares of the Company's common stock until the reporting person's death, disability or retirement.
- F3. Includes shares acquired through dividend reinvestment plan.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did UFPI insider Robert Paul Guerre report on Form 4?
When was the transaction and when was the Form 4 filed?
What is the nature of the phantom stock units?
Does the filing show an open-market purchase or sale?
AI-generated analysis. How Rhea-AI works. Not financial advice.