Filing Details
- Accession Number:
- 0001209191-23-041480
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-07-06 14:58:04
- Reporting Period:
- 2023-07-05
- Accepted Time:
- 2023-07-06 14:58:04
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
891024 | Patterson Companies Inc. | PDCO | Wholesale-Medical, Dental & Hospital Equipment & Supplies (5047) | 410886515 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1652545 | B Les Korsh | 1031 Mendota Heights Road St. Paul MN 55120 | Clo & Corporate Secretary | No | Yes | No | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Stock | Disposition | 2023-07-05 | 908 | $32.34 | 74,265 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Direct |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Common Stock | 2,119 | Indirect | By ESOP |
Reported Derivative Holdings
Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
---|---|---|---|---|---|---|---|
Common Stock | Employee Stock Options | $33.26 | 2033-07-01 | 25,749 | 25,749 | Direct | |
Common Stock | Employee Stock Options | $30.59 | 2032-07-01 | 16,892 | 16,892 | Direct | |
Common Stock | Employee Stock Options | $30.77 | 2031-07-01 | 17,339 | 17,339 | Direct | |
Common Stock | Employee Stock Options | $23.57 | 2030-07-14 | 24,780 | 24,780 | Direct | |
Common Stock | Employee Stock Options | $22.25 | 2029-07-01 | 33,784 | 33,784 | Direct | |
Common Stock | Employee Stock Options | $22.48 | 2021-07-01 | 2028-07-01 | 14,179 | 14,179 | Direct |
Common Stock | Employee Stock Options | $47.51 | 2020-07-01 | 2027-07-01 | 11,845 | 11,845 | Direct |
Common Stock | Employee Stock Options | $48.47 | 2019-07-01 | 2026-07-01 | 10,379 | 10,379 | Direct |
Common Stock | Employee Stock Options | $56.66 | 2025-07-01 | 25,000 | 25,000 | Direct |
Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
---|---|---|---|
2033-07-01 | 25,749 | 25,749 | Direct |
2032-07-01 | 16,892 | 16,892 | Direct |
2031-07-01 | 17,339 | 17,339 | Direct |
2030-07-14 | 24,780 | 24,780 | Direct |
2029-07-01 | 33,784 | 33,784 | Direct |
2028-07-01 | 14,179 | 14,179 | Direct |
2027-07-01 | 11,845 | 11,845 | Direct |
2026-07-01 | 10,379 | 10,379 | Direct |
2025-07-01 | 25,000 | 25,000 | Direct |
Footnotes
- The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on January 4, 2023.
- Includes an aggregate of 17,801 restricted stock units ("RSUs") awarded in the years 2020 through 2023 to Reporting Person pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan ("Plan"). The RSUs vest contingent upon continued employment as follows: 4,773 units vest 7/14/2023, 5,878 units vest 7/1/2024, 4,388 units vest 7/1/2025 and 2,762 units vest 7/1/2026.
- Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan (ESOP) account through May 1, 2023.
- Stock options granted pursuant to the Plan on 7/1/2023.
- Options are exercisable as follows: 33.3% on 7/1/2024, 33.3% on 7/1/2025 and 33.4% on 7/1/2026.
- Stock options granted pursuant to the Plan on 7/1/2022.
- Options are exercisable as follows: 33.3% on 7/1/2023, 33.3% on 7/1/2024 and 33.4% on 7/1/2025.
- Stock options granted pursuant to the Plan on 7/1/2021.
- Options are exercisable as follows: 33.3% on 7/1/2022, 33.3% on 7/1/2023 and 33.4% on 7/1/2024.
- Stock options granted pursuant to the Plan on 7/14/2020.
- Options are exercisable as follows: 33.3% on 7/14/2021, 33.3% on 7/14/2022 and 33.4% on 7/14/2023.
- Stock options granted pursuant to the Plan on 7/1/2019.
- Options are exercisable as follows: 33.3% on 7/1/2020, 33.3% on 7/1/2021 and 33.4% on 7/1/2022.
- Stock options granted pursuant to the Plan on 7/1/2018.
- Stock options granted pursuant to the Plan on 7/1/2017.
- Stock options granted pursuant to the Plan on 7/1/2016.
- Stock options granted pursuant to the Patterson Companies, Inc. Amended and Restated Equity Incentive Plan on 7/1/2015.
- Options are exercisable as follows: 25% on 7/1/2018, 25% on 7/1/2019 and 50% on 7/1/2020.