Filing Details
- Accession Number:
- 0001209191-23-059184
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-12-19 16:46:19
- Reporting Period:
- 2023-12-15
- Accepted Time:
- 2023-12-19 16:46:19
- 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 | 2023-12-15 | 869 | $27.00 | 22,234 | No | 4 | F | Direct | |
Common Stock | Disposition | 2023-12-19 | 560 | $27.18 | 21,674 | 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 | 1,592 | 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
- 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 14,437 RSUs awarded in the years 2021 through 2023 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 3,444 units vest on 7/1/2024, 3,109 units vest on 12/15/2024, 2,766 units vest on 7/1/2025, 3,111 units vest on 12/15/2025 and 2,007 units vest on 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 September 1, 2023.
- Represents shares of common stock indirectly held by the Report 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 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 grants 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 grants 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 grants pursuant to the Plan on 8/1/2018.
- Options are exercisable as follows: 33.3% on 8/1/2019, 33.3% on 8/1/2020 and 33.4% on 8/1/2021.