Ferguson Enterprises: senior vp Robert Camposano received 2,573 shares

What happened

• Robert Camposano, senior vp, received 2,573 shares on Oct 12, 2026 (856 shares from exercise/conversion of derivatives and 1,717 shares from a performance award). The filing shows an open-market sale of 1,580 shares at $218.74 for $345,609 and 993 shares disposed to cover tax withholding at $220.04 for $218,500. The filing also lists 856 derivative shares as disposed at $0.00.

Key details

• Transaction date(s) and price(s): Oct 12, 2026 — exercise/conversion (M) 856 shares @ $0.00; award/grant (A) 1,717 shares @ $0.00; tax withholding (F) 993 shares @ $220.04 for $218,500; open-market sale (S) 1,580 shares @ $218.74 for $345,609; derivative disposition (M) 856 shares @ $0.00.
• Shares owned after the transaction: not stated in the filing.
• Footnotes:
  • F1: The common stock was received in settlement of a Conditional Share Award that vested on Oct 12, 2026.
  • F2: The common stock was received in settlement of an Oct 12, 2023 grant under the Ferguson Enterprises Inc. Performance Ordinary Share Plan 2019, pursuant to certification of performance on Sep 14, 2026, by the Compensation Committee.
  • F3: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on Jun 10, 2026.
• Filing date and timeliness: filed Oct 14, 2026; not filed late.

Why it may matter

• The filing shows exercise/conversion of derivatives and receipt of awarded shares, with shares sold the same day to cover tax withholding and with an open-market sale (consistent with a cashless exercise pattern).
• One of the sales was effected under a Rule 10b5-1 trading plan established Jun 10, 2026.
• The filing does not show why the insider traded or why the company acted.