Filing Details
- Accession Number:
- 0000950170-24-134653
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-12-09 18:00:28
- Reporting Period:
- 2024-12-05
- Accepted Time:
- 2024-12-09 18:00:28
- 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 Road St. Paul MN 55120 | President & Ceo | No | No | 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 | 2024-12-05 | 5,374 | $22.83 | 224,698 | No | 4 | F | Direct | |
Common Stock | Disposition | 2024-12-09 | 1,962 | $23.08 | 222,736 | 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 | 1,243 | 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 to satisfy a portion of tax liability 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 131,233 RSUs awarded in the years 2022 through 2024 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon employment as follows: 44,948 units vest on 7/1/2025, 13,226 units vest on 12/5/2025, 41,504 units vest on 7/1/2026 and 31,555 units vest on 7/1/2027.
- The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person on September 25, 2023 Amended March 12, 2024.
- Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan ("ESOP") account through November 4, 2024.
- 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 exercisable 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.
- 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 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 employment.