Samantha L. Bergeson - Jul 1, 2024 Form 4 Insider Report for PATTERSON COMPANIES, INC. (PDCO)

Role
CHRO
Signature
Les B. Korsh, by Power of Attorney
Stock symbol
PDCO
Transactions as of
Jul 1, 2024
Transactions value $
$211,254
Form type
4
Date filed
7/3/2024, 10:24 AM
Previous filing
Jul 2, 2024
Next filing
Jul 8, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PDCO Common Stock Tax liability -$13.7K -571 -4.74% $24.08 11.5K Jul 1, 2024 Direct F1, F2
transaction PDCO Common Stock Award $225K +9.34K +81.34% $24.08 20.8K Jul 1, 2024 Direct F2, F3
holding PDCO Common Stock 959 Jul 1, 2024 By ESOP F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding PDCO Employee Stock Options 8.08K Jul 1, 2024 Common Stock 8.08K $33.26 Direct F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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").
F2 Includes an aggregate of 2,646 RSUs awarded in the years 2022 through 2023 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 1,780 units vest on 7/1/2025 and 866 units vest on 7/1/2026.
F3 Represents RSUs awarded on 7/1/2024 to Reporting Person pursuant to the Plan. The RSUs awarded vest, assuming continued employment, 33.3% on 7/1/2025, 33.3% on 7/1/2026 and 33.4% on 7/1/2027.
F4 Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan (ESOP) account through May 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.