Filing Details
- Accession Number:
- 0001209191-23-057743
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-12-07 17:18:59
- Reporting Period:
- 2023-12-05
- Accepted Time:
- 2023-12-07 17:18:59
- 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 |
---|---|---|---|---|---|---|---|
1341608 | Donald Zurbay | 1031 Mendota Heights St. Paul MN 55120 | President & Ceo | Yes | 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 | 2023-12-05 | 5,748 | $26.59 | 143,791 | No | 4 | F | Direct | |
Common Stock | Disposition | 2023-12-06 | 1,868 | $26.58 | 141,923 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | F | Direct | |
No | 4 | S | Direct |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Common Stock | 1,176 | 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 | 93,633 | 93,633 | Direct | |
Common Stock | Employee Stock Options | $28.99 | 2032-12-05 | 134,033 | 134,033 | Direct | |
Common Stock | Employee Stock Options | $30.59 | 2032-07-01 | 35,895 | 35,895 | Direct | |
Common Stock | Employee Stock Options | $30.77 | 2031-07-01 | 37,831 | 37,831 | Direct | |
Common Stock | Employee Stock Options | $23.57 | 2030-07-14 | 57,819 | 57,819 | Direct | |
Common Stock | Employee Stock Options | $22.25 | 2029-07-01 | 78,829 | 78,829 | Direct | |
Common Stock | Employee Stock Options | $22.48 | 2021-07-01 | 2028-07-01 | 33,363 | 33,363 | Direct |
Common Stock | Employee Stock Options | $22.67 | 2028-06-29 | 99,250 | 99,250 | Direct |
Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
---|---|---|---|
2033-07-01 | 93,633 | 93,633 | Direct |
2032-12-05 | 134,033 | 134,033 | Direct |
2032-07-01 | 35,895 | 35,895 | Direct |
2031-07-01 | 37,831 | 37,831 | Direct |
2030-07-14 | 57,819 | 57,819 | Direct |
2029-07-01 | 78,829 | 78,829 | Direct |
2028-07-01 | 33,363 | 33,363 | Direct |
2028-06-29 | 99,250 | 99,250 | Direct |
Footnotes
- Represents shares of common stock withheld for payment of taxes incurred upon the lapse of restrictions on restricted stock units ("RSUs") issued pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan ("Plan").
- Includes an aggregate of 66,713 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: 16,735 units vest 7/1/2024, 13,221 units vest 12/5/2024, 13,488 units vest 7/1/2025, 13,227 units vest on 12/5/2025 and 10,042 units vest 7/1/2026.
- The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on April 5, 2023.
- Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan ("ESOP") account through November 3, 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 12/5/2022.
- Options are excercisable as follows: 33.3% on 12/5/2023, 33.3% on 12/5/2024 and 33.4% on 12/5/2025.
- 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.
- 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 as an inducement award granted outside the Plan on 6/29/2018. The stock options granted would vest pro-rata over the course of 3 years, with one-third of the shares vesting on 6/29/2019, one-third vesting on 6/29/2020, and the remaining one-third vesting 6/29/2021, in all cases subject to continued employments.