Key facts
- This page summarizes Timothy E. Rogan's Form 4 filing for PATTERSON COMPANIES, INC. (PDCO).
- 1 reported transaction and 7 derivative rows are listed below.
- Accepted by SEC: 06 Oct 2023, 16:47.
Timothy E. Rogan - 05 Oct 2023 Form 4 Insider Report for PATTERSON COMPANIES, INC. (PDCO)
- Reporting relationship
- President - Dental
- Issuer ticker
- PDCO
- Reported as of
- 05 Oct 2023
- Net transaction value
- -$275,525
- SEC form
- 4
- Accepted by SEC
- 06 Oct 2023, 16:47:28 UTC
- Prior SEC filing
- 06 Oct 2023
- 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
Timothy E. Rogan filed Form 4 for PATTERSON COMPANIES, INC. (PDCO) on 06 Oct 2023.
Change
- Previous filing in this sequence was filed on 06 Oct 2023.
- Current net transaction value: -$275,525.
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
Sale
- Transaction value
- $275,525
- Shares
- -9,260
- Change %
- -19%
- Price
- $29.75
- Shares after
- 40,382
- Date
- 05 Oct 2023
- Ownership
- Direct
- Footnotes
- F1, F2
PDCO
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 16,927
- Date
- 05 Oct 2023
- Ownership
- By ESOP
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 17,556
- Date
- 05 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 17,556
- Exercise price
- $33.26
- Footnotes
- F4, F5
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 15,484
- Date
- 05 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,484
- Exercise price
- $30.59
- Footnotes
- F6, F7
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,142
- Date
- 05 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 9,142
- Exercise price
- $29.91
- Footnotes
- F8, F9
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 7,093
- Date
- 05 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 7,093
- Exercise price
- $30.77
- Footnotes
- F10, F11
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 33,784
- Date
- 05 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 33,784
- Exercise price
- $22.25
- Footnotes
- F12, F13
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 13,941
- Date
- 05 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 13,941
- Exercise price
- $24.21
- Footnotes
- F14, F15
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 40,000
- Date
- 05 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 40,000
- Exercise price
- $56.66
- Footnotes
- F16, F17
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 17 footnotes
Footnote F1
The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on July 6, 2023.
Footnote F2
Includes an aggregate of 10,011 RSUs awarded in the years 2020 through 2023 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 3,985 units vest on 7/1/2024; 767 units vest on 7/19/2024; 3,377 units vest on 7/1/2025 and 1,882 units vest on 7/1/2026.
Footnote F3
Represents shares of common stock indirectly held by the Report Person's Employee Stock Ownership Plan (ESOP) account through May 1, 2023.
Footnote F4
Stock options granted pursuant to the Plan on 7/1/2023.
Footnote F5
Options are exercisable as follows: 33.3% on 7/1/2024, 33.3% on 7/1/2025 and 33.4% on 7/1/2026.
Footnote F6
Stock options granted pursuant to the Plan on 7/1/2022.
Footnote F7
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 F8
Stock options granted pursuant to the Plan on 7/19/2021.
Footnote F9
Options are exercisable as follows: 33.3% on 7/19/2022, 33.3% on 7/19/2023 and 33.4% on 7/19/2024.
Footnote F10
Stock options granted pursuant to the Plan on 7/1/2021.
Footnote F11
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 F12
Stock options granted pursuant to the Plan on 7/1/2019.
Footnote F13
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 F14
Stock options granted pursuant to the Plan on 8/1/2018.
Footnote F15
Options are exercisable as follows: 33.3% on 8/1/2019, 33.3% on 8/1/2020 and 33.4% on 8/1/2021.
Footnote F16
Stock options granted pursuant to the Patterson Companies, Inc. Amended and Restated Equity Incentive Plan on 7/1/2015.
Footnote F17
Options are exercisable as follows: 25% on 7/1/2018, 25% on 7/1/2019 and 50% on 7/1/2020.