Key facts
- This page summarizes Mark S. Walchirk's Form 4 filing for PATTERSON COMPANIES, INC. (PDCO).
- 4 reported transactions and 6 derivative rows are listed below.
- Accepted by SEC: 06 Jul 2022, 18:47.
Mark S. Walchirk - 01 Jul 2022 Form 4 Insider Report for PATTERSON COMPANIES, INC. (PDCO)
- Reporting relationship
- President & CEO, Director
- Issuer ticker
- PDCO
- Reported as of
- 01 Jul 2022
- Net transaction value
- +$2,771,056
- SEC form
- 4
- Accepted by SEC
- 06 Jul 2022, 18:47:16 UTC
- Prior SEC filing
- 05 Jul 2022
- Source filing
- View source filing
- Reporting owner signature
- Les B. Korsh, by Power of Attorney
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Mark S. Walchirk filed Form 4 for PATTERSON COMPANIES, INC. (PDCO) on 06 Jul 2022.
Change
- Previous filing in this sequence was filed on 05 Jul 2022.
- Current net transaction value: +$2,771,056.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PDCO
transaction
Common Stock
Tax liability
- Transaction value
- $1,483,370
- Shares
- -48,492
- Change %
- -15%
- Price
- $30.59
- Shares after
- 279,804
- Date
- 01 Jul 2022
- Ownership
- Direct
- Footnotes
- F1, F2
PDCO
transaction
Common Stock
Tax liability
- Transaction value
- $579,313
- Shares
- -18,938
- Change %
- -6.8%
- Price
- $30.59
- Shares after
- 260,866
- Date
- 01 Jul 2022
- Ownership
- Direct
- Footnotes
- F3, F4
PDCO
transaction
Common Stock
Award
- Transaction value
- $1,087,505
- Shares
- +35,551
- Change %
- +14%
- Price
- $30.59
- Shares after
- 296,417
- Date
- 01 Jul 2022
- Ownership
- Direct
- Footnotes
- F4, F5
PDCO
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,246
- Date
- 01 Jul 2022
- Ownership
- By ESOP
- Footnotes
- F6
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PDCO
transaction
Derivative
Employee Stock Options
Award
- Transaction value
- $3,746,235
- Shares
- +122,466
- Change %
- Price
- $30.59
- Shares after
- 122,466
- Date
- 01 Jul 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 122,466
- Exercise price
- $30.59
- Footnotes
- F7, F8
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 126,103
- Date
- 01 Jul 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 126,103
- Exercise price
- $30.77
- Footnotes
- F9, F10
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 178,965
- Date
- 01 Jul 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 178,965
- Exercise price
- $23.57
- Footnotes
- F11, F12
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 243,994
- Date
- 01 Jul 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 243,994
- Exercise price
- $22.25
- Footnotes
- F13, F14
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 99,956
- Date
- 01 Jul 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 99,956
- Exercise price
- $22.48
- Footnotes
- F15
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 52,764
- Date
- 01 Jul 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 52,764
- Exercise price
- $35.41
- Footnotes
- F16
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 16 footnotes
Footnote F1
On July 1, 2022, the restricted stock unit ("RSU") equivalents vested per the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan ("Plan) and were paid out in common stock. The Company withheld shares to satisfy the tax liability associated with the vesting.
Footnote F2
Includes an aggregate of 119,566 RSUs awarded on 12/1/2017, 7/1/2018, 7/1/2019, 7/14/2020 and 7/1/2021 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 54,476 units vest 7/1/2022, 1,824 units vest 12/1/2022, 17,959 units vest 7/1/2023, 34,472 units vest 7/14/2023 and 10,835 units vest 7/1/2024.
Footnote F3
Represents shares of common stock withheld to satisfy a portion of tax liability upon the lapse of restrictions on RSUs issued pursuant to the Plan.
Footnote F4
Includes an aggregate of 65,091 RSUs awarded on 12/1/2017, 7/1/2018, 7/1/2019, 7/14/2020 and 7/1/2021 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon employment as follows: 1,824 units vest 12/1/2022, 17,958 units vest 7/1/2023, 34,472 units vest 7/14/2023 and 10,837 units vest 7 /1/2024.
Footnote F5
Represents RSUs awarded on 7/1/2022 to Reporting Person pursuant to the Plan. The RSUs awarded vest, assuming continued employment, 33.3% on 7/1/2023, 33.3% on 7/1/2024 and 33.4% on 7/1/2025.
Footnote F6
Represents shares of common stock indirectly help by the Reporting Person's Employee Stock Ownership Plan ("ESOP") account through April 29, 2022.
Footnote F7
Stock options granted pursuant to the Plan on 7/1/2022.
Footnote F8
Options are exercisable as follows: 33.3% on 7/1/2023, 33.3% on 7/1/2024 and 33.4% on 7/1/2025.
Footnote F9
Stock options granted pursuant to the Plan on 7/1/2021.
Footnote F10
Options are exercisable as follows: 33.3% on 7/1/2022, 33.3% on 7/1/2023 and 33.4% on 7/1/2024.
Footnote F11
Stock options granted pursuant to the Plan on 7/14/2020.
Footnote F12
Options are exercisable as follows: 33.3% on 7/14/2021, 33.3% on 7/14/2022 and 33.4% on 7/14/2023.
Footnote F13
Stock options granted pursuant to the Plan on 7/1/2019.
Footnote F14
Options are exercisable as follows: 33.3% on 7/1/2020, 33.3% on 7/1/2021 and 33.4% on 7/1/2022.
Footnote F15
Stock options granted pursuant to the Plan on 7/1/2018.
Footnote F16
Stock options granted pursuant to the Plan on 12/1/2017.