Zurbay Donald 4

Accession 0000950170-24-134653

CIK 0000891024other

View on SEC.gov Company Profile

Filed

Dec 8, 7:00 PM ET

Accepted

Dec 9, 6:00 PM ET

Size

19.7 KB

Accession

0000950170-24-134653

Insider Transaction Report

Form 4

Period: 2024-12-05

PATTERSON COMPANIES, INC.PDCO

Zurbay Donald

DirectorPresident & CEO

Transactions

Tax Payment
Common Stock
2024-12-05$22.83/sh−5,374$122,688→ 224,698 total
Sale
Common Stock
2024-12-09$23.08/sh−1,962$45,278→ 222,736 total

Holdings

Common Stock
(indirect: By ESOP)
1,243
Employee Stock Options
Exercise: $33.26Exp: 2033-07-01→ Common Stock (93,633 underlying)
93,633
Employee Stock Options
Exercise: $30.77Exp: 2031-07-01→ Common Stock (37,831 underlying)
37,831
Employee Stock Options
Exercise: $22.48From: 2021-07-01Exp: 2028-07-01→ Common Stock (33,363 underlying)
33,363
Employee Stock Options
Exercise: $22.67Exp: 2028-06-29→ Common Stock (99,250 underlying)
99,250
Employee Stock Options
Exercise: $30.59Exp: 2032-07-01→ Common Stock (35,895 underlying)
35,895
Employee Stock Options
Exercise: $22.25Exp: 2029-07-01→ Common Stock (78,829 underlying)
78,829
Employee Stock Options
Exercise: $28.99Exp: 2032-12-05→ Common Stock (134,033 underlying)
134,033
Employee Stock Options
Exercise: $23.57Exp: 2030-07-14→ Common Stock (57,819 underlying)
57,819

Footnotes (18)

[F1]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").
[F10]Options are exercisable as follows: 33.3% on 7/1/2023, 33.3% on 7/1/2024 and 33.4% on 7/1/2025.
[F11]Stock options granted pursuant to the Plan on 7/1/2021.
[F12]Options are exercisable as follows: 33.3% on 7/1/2022, 33.3% on 7/1/2023 and 33.4% on 7/1/2024.
[F13]Stock options granted pursuant to the Plan on 7/14/2020.
[F14]Options are exercisable as follows: 33.3% on 7/14/2021, 33.3% on 7/14/2022 and 33.4% on 7/14/2023.
[F15]Stock options granted pursuant to the Plan on 7/1/2019.
[F16]Options are exercisable as follows: 33.3% on 7/1/2020, 33.3% on 7/1/2021 and 33.4% on 7/1/2022.
[F17]Stock options granted pursuant to the Plan on 7/1/2018.
[F18]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.
[F2]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.
[F3]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.
[F4]Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan ("ESOP") account through November 4, 2024.
[F5]Stock options granted pursuant to the Plan on 7/1/2023.
[F6]Options are exercisable as follows: 33.3% on 7/1/2024, 33.3% on 7/1/2025 and 33.4% on 7/1/2026.
[F7]Stock options granted pursuant to the Plan on 12/5/2022.
[F8]Options are exercisable as follows: 33.3% on 12/5/2023, 33.3% on 12/5/2024 and 33.4% on 12/5/2025.
[F9]Stock options granted pursuant to the Plan on 7/1/2022.

Documents

1 file

4
ownership.xmlPrimary
4

Issuer

PATTERSON COMPANIES, INC.

CIK 0000891024

→

Entity typeother

Related Parties

filerCIK 0001341608

Filing Metadata

Form type: 4
Filed: Dec 8, 7:00 PM ET
Accepted: Dec 9, 6:00 PM ET
Size: 19.7 KB

View on SEC.gov