Filing Details

Accession Number:
0001209191-23-057275
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-12-04 17:23:55
Reporting Period:
2023-12-01
Accepted Time:
2023-12-04 17:23:55
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
1951731 Michael Kevin Barry 1031 Mendota Heights Road
St. Paul MN 55120
Chief Financial Officer 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 2023-12-01 1,627 $25.36 23,103 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 1,592 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 18,727 18,727 Direct
Common Stock Employee Stock Options $30.59 2032-07-01 7,883 7,883 Direct
Common Stock Employee Stock Options $30.77 2031-07-01 7,881 7,881 Direct
Common Stock Employee Stock Options $23.57 2030-07-14 11,013 11,013 Direct
Common Stock Employee Stock Options $22.25 2029-07-01 30,030 30,030 Direct
Common Stock Employee Stock Options $24.21 2028-08-01 12,392 12,392 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2033-07-01 18,727 18,727 Direct
2032-07-01 7,883 7,883 Direct
2031-07-01 7,881 7,881 Direct
2030-07-14 11,013 11,013 Direct
2029-07-01 30,030 30,030 Direct
2028-08-01 12,392 12,392 Direct
Footnotes
  1. The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on September 1, 2023.
  2. Includes an aggregate of 17,546 restricted stock units ("RSUs) awarded in the years 2021 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: 3,107 units vest on 12/15/2023, 3,444 units vest on 7/1/2024, 3,107 units vest on 12/15/2024, 2,766 units vest on 7/1/2025, 3,115 units vest on 12/15/2025 and 2,007 units vest on 7/1/2026.
  3. Represents shares of common stock indirectly held by the Report Person's Employee Stock Ownership Plan (ESOP) account through November 3, 2023.
  4. Stock options granted pursuant to the Plan on 7/1/2023.
  5. Options are exercisable as follows: 33.3% on 7/1/2024, 33.3% on 7/1/2025 and 33.4% on 7/1/2026.
  6. Stock options granted pursuant to the Plan on 7/1/2022.
  7. Options are exercisable as follows: 33.3% on 7/1/2023, 33.3% on 7/1/2024 and 33.4% on 7/1/2025.
  8. Stock options granted pursuant to the Plan on 7/1/2021.
  9. Options are exercisable as follows: 33.3% on 7/1/2022, 33.3% on 7/1/2023 and 33.4% on 7/1/2024.
  10. Stock options grants pursuant to the Plan on 7/14/2020.
  11. Options are exercisable as follows: 33.3% on 7/14/2021, 33.3% on 7/14/2022 and 33.4% on 7/14/2023.
  12. Stock options grants pursuant to the Plan on 7/1/2019.
  13. Options are exercisable as follows: 33.3% on 7/1/2020, 33.3% on 7/1/2021 and 33.4% on 7/1/2022.
  14. Stock options grants pursuant to the Plan on 8/1/2018.
  15. Options are exercisable as follows: 33.3% on 8/1/2019, 33.3% on 8/1/2020 and 33.4% on 8/1/2021.