First Eagle Investment Management, LLC has filed a Schedule 13G reporting beneficial ownership in Weyerhaeuser Co as of 12/31/2025. The firm reports beneficial ownership of 38,070,081 Weyerhaeuser shares, representing 5.3% of the REIT’s outstanding common stock.
First Eagle reports sole voting power over 34,882,133 shares and sole dispositive power over the full 38,070,081 shares, with no shared voting or dispositive power. The securities are held principally on behalf of investment advisory clients and are certified as held in the ordinary course of business without intent to influence control.
Weyerhaeuser filed a Rule 144 notice for a planned sale of up to 11,157 shares of its common stock through Merrill Lynch on the NYSE. The shares have an aggregate market value of $288,036.97 based on the pricing used in the notice.
The seller acquired these shares on February 3, 2026 by exercising employee stock options in a broker-assisted cashless exercise, meaning the broker sells shares to cover costs. The filing notes that the seller represents not knowing any undisclosed material adverse information about Weyerhaeuser.
Weyerhaeuser Company has furnished an 8-K indicating it will post its financial results for the quarter and year ended December 31, 2025 on its website on January 29, 2026. The associated earnings release and a related exhibit are provided as Exhibits 99.1 and 99.2.
The company clarifies that these materials are being furnished, not filed, under securities laws, which affects how they are treated for liability and incorporation into other SEC documents.
Weyerhaeuser Company filed a current report describing an update to its long-term executive compensation documents. On January 21, 2026, the Board’s Compensation Committee approved new forms of terms and conditions for future performance share unit awards and restricted stock unit awards for executive officers under the Weyerhaeuser Company 2022 Long-Term Incentive Plan.
The filing does not detail specific award amounts, but it formally records that any future grants of these equity incentives to executives will use the updated performance share unit and restricted stock unit terms, which are included as exhibits to the report.
Weyerhaeuser Company director reports open-market share purchase. A director of Weyerhaeuser Company bought 4,500 shares of common stock on 12/17/2025 in an open-market transaction at a price of $23.6058 per share. After this purchase, the director directly owns 25,978 Weyerhaeuser common shares. The director also reports indirect ownership of 45 shares through an IRA and 4,096 and 7,987 shares through trusts. The filing is reported as being made by one reporting person in the capacity of a director.
Weyerhaeuser Company reported that it has posted updated investor presentation materials to the Investors section of its website for use in discussions with the investment community. These materials are also being furnished as Exhibit 99.1 to this current report under Regulation FD, which aims to ensure fair disclosure of information to all investors. The company notes that this information, including Exhibit 99.1, is being furnished rather than filed, meaning it is not subject to certain liability provisions of the Securities Exchange Act and will only be incorporated into other securities filings if specifically referenced.
Weyerhaeuser president and CEO Devin W. Stockfish reported insider transactions in company common stock dated 12/15/2025. He exercised stock options to acquire 90,162 shares at $23.09 per share, then sold 90,162 shares on the same date at a weighted average price of $23.3316, with individual trades executed between $23.290 and $23.545.
After these transactions, he directly owned 1,024,861.3064 Weyerhaeuser shares. The options exercised carried a $23.09 exercise price, were fully vested, and were originally exercisable from 02/09/2017 until their 02/09/2026 expiration. The company notes these trades were carried out under a Rule 10b5-1 trading plan adopted on November 22, 2024.
Weyerhaeuser Co. has a shareholder planning to sell up to 90,162 shares of common stock under Rule 144. The planned sale, with an aggregate market value of $2,103,623.09, is expected to be executed through Merrill Lynch on the NYSE around 12/15/2025.
The shares to be sold were acquired on 12/15/2025 through a broker-assisted cashless exercise of employee stock options. The notice states that 720,861,000 shares of common stock are outstanding, providing context for the relative size of this proposed transaction.
Weyerhaeuser Company filed a current report announcing its 2025 Investor Day, held on December 11, 2025, beginning at 9:00 a.m. Eastern. The company is making its Investor Day presentation slides available as Exhibit 99.1 and providing a live webcast through the Investors section of its website, with a replay available shortly after the event.
The company states that the information in this report, including Exhibit 99.1, is being furnished under Regulation FD and, in line with applicable instructions, is not deemed "filed" for purposes of the Securities Exchange Act of 1934 and is not automatically incorporated by reference into other securities filings.
Weyerhaeuser Company executive reports tax withholding share transaction
A Senior Vice President of Weyerhaeuser Company (WY) reported a routine equity transaction dated 12/01/2025. The filing shows that 2,240 common shares were disposed of at a price of $22.21 per share, coded as an "F" transaction, which indicates shares withheld to cover taxes. After this transaction, the executive beneficially owns 198,416.7236 common shares, held directly.
The explanation notes that the shares were withheld to cover required taxes in connection with the executive becoming retirement eligible under the terms of her restricted stock unit awards, and that the reported holdings include shares acquired through dividend reinvestment transactions that are exempt from Section 16.