Trex Company Inc (TREX) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $753.8M

AI summary pending

AI summary pending

Trex Company (TREX) has appointed Brian J. Taylor as Senior Vice President and Chief Commercial Officer, effective August 24, 2026, putting him in charge of the company's sales, marketing, and information technology functions. Taylor, age 50, joins most recently from PoolCorp, where he was VP of Sales for North America, after spending 24 years at Sherwin-Williams in progressively senior sales and marketing roles. His package includes a $480,000 base salary (prorated for 2026), an annual cash bonus target of 60% of salary with a $150,000 guarantee for the first year, long-term equity incentives targeted at 135% of salary, a $450,000 RSU grant vesting over three years, and a $100,000 signing bonus that must be repaid in certain circumstances. The filing also confirms he has no family ties to any director or officer and no related-party transactions requiring disclosure — a routine executive appointment (the excerpt provided covers Item 5.02; the 7.01/9.01 content isn't shown).

Trex Company issued a press release on August 4, 2026, announcing its financial results for the three and six months ended June 30, 2026. This 8-K filing is just the formal notice — the actual numbers and details are in the attached press release (Exhibit 99.1), which isn't included in this excerpt.

During a conference call on July 13, 2026, Trex management incorrectly stated full-year Adjusted EBITDA guidance as $330 to $345 million. The correct guidance, as previously published in a press release, is $335 to $350 million, and it remains unchanged.

Trex signed an exclusive national distribution agreement with U.S. Lumber Group (USL), making USL its sole national distributor for the U.S. and Canada starting January 1, 2027. The company also terminated its distribution relationship with Boise Cascade, effective August 12, 2026, with no associated termination fees.