Company PotlatchDeltic Corporation

PCH

US7376301039

Specialized REITs

Market Closed - Nasdaq Other stock markets 21:00:00 26/04/2024 BST			5-day change	1st Jan Change
41.05 ^USD	+0.02%		-0.34%	-16.40%

04-22	RBC Trims Price Target on PotlatchDeltic to $45 From $48, Keeps Sector Perform Rating	MT
03-05	Transcript : PotlatchDeltic Corporation Presents at Citi's 2024 Global Property CEO Conference, Mar-05-2024 04:20 PM

Business Summary

PotlatchDeltic Corporation is a real estate investment trust (REIT) with operations in approximately nine states. The Company operates through three segments: Timberlands, Wood Products, and Real Estate. Timberlands segment includes planting and harvesting trees and building and maintaining roads. Wood Products segment manufactures, and markets lumber and plywood. Its products are sold to end users, retailers or wholesalers for nationwide distribution primarily for use in home building, repair and remodeling, industrial products and other construction activity. Real Estate segment consists primarily of the sale of rural land and real estate development and subdivision activity. The Company also own six sawmills and an industrial grade plywood mill, a residential and commercial real estate development business and a rural timberland sales program. It owns approximately 2.2 million acres of timberland in Alabama, Arkansas, Idaho, Georgia, Louisiana, Mississippi, and South Carolina.

Number of employees: 1,384

Sales per Business

USD in Million	2022	Weight	2023	Weight	Delta
Wood Products 62.1 %	913	68.6 %	636	62.1 %	-30.35%
Timberlands 29.3 %	327	24.5 %	300	29.3 %	-8.04%
Real Estate 8.6 %	91	6.9 %	88	8.6 %	-3.83%
Other Intersegment 0.0 %	-	-	0	0.0 %	-

Sales per region

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	1,331	100.0 %	1,024	100.0 %	-23.05%

Managers

Managers	Title	Age	Since
Eric Cremers CEO	Chief Executive Officer	60	15/07/07
Wayne Wasechek DFI	Director of Finance/CFO	54	27/11/18
Michael Covey CHM	Chairman	66	31/01/06
Anna Torma		62	-
Ashlee Cribb PRN	Corporate Officer/Principal	55	27/07/21
Darin Ball PRN	Corporate Officer/Principal	58	31/12/02
Robert Schwartz HRO	Human Resources Officer	51	31/12/08
Michele Tyler LAW	General Counsel	55	25/08/19
Glen Smith AUD	Comptroller/Controller/Auditor	48	13/09/22
William DeReu PRN	Corporate Officer/Principal	57	30/04/06

Members of the board

Members of the board	Title	Age	Since
Lenore Sullivan BRD	Director/Board Member	66	19/02/18
Eric Cremers CEO	Chief Executive Officer	60	15/07/07
William Driscoll BRD	Director/Board Member	61	31/12/03
James DeCosmo BRD	Director/Board Member	65	13/09/22
Michael Covey CHM	Chairman	66	31/01/06
Lawrence Peiros BRD	Director/Board Member	68	31/01/03
David Leland BRD	Director/Board Member	62	31/05/16
Linda Breard BRD	Director/Board Member	54	30/09/15
Anne Alonzo BRD	Director/Board Member	65	02/12/21

Share class

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	79,508,189	77,605,647 ( 97.61 %)	0	97.61 %

Shareholders

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 14.69 %	11,679,137	14.69 %	549 M $
BlackRock Advisors LLC 11.93 %	9,488,443	11.93 %	446 M $
Wellington Management Co. LLP 5.397 %	4,290,658	5.397 %	202 M $
Norges Bank (13F) 3.857 %	3,066,335	3.857 %	144 M $
Pictet Asset Management Holding SA 3.674 %	2,920,568	3.674 %	137 M $
STATE STREET CORPORATION 3.531 %	2,807,564	3.531 %	132 M $
Geode Capital Management LLC 2.859 %	2,273,137	2.859 %	107 M $
Capital Research & Management Co. (Global Investors) 2.649 %	2,105,896	2.649 %	99 M $
Legal & General Investment Management Ltd. 2.364 %	1,879,426	2.364 %	88 M $
T. Rowe Price Investment Management, Inc. 2.122 %	1,686,898	2.122 %	79 M $

Company contact information

PotlatchDeltic Corp.

601 West First Avenue Suite 1600

99201, Spokane

+509 835 1500

http://www.potlatchdeltic.com

Group companies

Name	Category and Sector
PotlatchDeltic Land & Lumber LLC PotlatchDeltic Land & Lumber LLC Forest ProductsNon-Energy Minerals Part of PotlatchDeltic Corp., PotlatchDeltic Land & Lumber LLC is an American company that specializes in forest nurseries.	Forest Products
PotlatchDeltic Forest Holdings, Inc. PotlatchDeltic Forest Holdings, Inc. Wholesale DistributorsDistribution Services Part of PotlatchDeltic Corp., PotlatchDeltic Forest Holdings, Inc. is a timberland real estate investment trust (REIT) with diverse, high-quality, and productive timberlands. The private company is based in Spokane, WA. The company offers the highest leverage to lumber among the timber REITs, making it the best play on the housing recovery. PotlatchDeltic Forest Holdings maximizes value through land stratification and believes in corporate stewardship to secure the future of the industry and its leadership position.	Wholesale Distributors

Name

Category and Sector