Key facts
- This page summarizes Samantha L. Bergeson's Form 4 filing for PATTERSON COMPANIES, INC. (PDCO).
- 1 reported transaction and 1 derivative row are listed below.
- Accepted by SEC: 03 Oct 2024, 18:21.
Samantha L. Bergeson - 30 Sep 2024 Form 4 Insider Report for PATTERSON COMPANIES, INC. (PDCO)
- Reporting relationship
- CHRO
- Issuer ticker
- PDCO
- Reported as of
- 30 Sep 2024
- Net transaction value
- +$167
- SEC form
- 4
- Accepted by SEC
- 03 Oct 2024, 18:21:44 UTC
- Prior SEC filing
- 08 Jul 2024
- Next SEC filing
- 17 Apr 2025
- 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.
5 source fields
Reporting owner
1 detail
Key filing fact
Samantha L. Bergeson filed Form 4 for PATTERSON COMPANIES, INC. (PDCO) on 03 Oct 2024.
Change
- Previous filing in this sequence was filed on 08 Jul 2024.
- Current net transaction value: +$167.
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
Award
- Transaction value
- $167
- Shares
- +9
- Change %
- +0.04%
- Price
- $18.56
- Shares after
- 20,587
- Date
- 30 Sep 2024
- Ownership
- Direct
- Footnotes
- F1, F2
PDCO
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 985
- Date
- 30 Sep 2024
- 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
- 8,076
- Date
- 30 Sep 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 8,076
- Exercise price
- $33.26
- Footnotes
- F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 5 footnotes
Footnote F1
Shares acquired by Reporting Person pursuant to the Patterson Companies, Inc. Employee Stock Purchase Plan.
Footnote F2
Includes an aggregated of 11,990 restricted stock units ("RSUs") awarded in the years 2022 through 2024 to Reporting Person pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan ("Plan"). The RSUs vest contingent upon continued employment as follows: 4,892 units vest on 7/1/2025, 3,978 units vest on 7/1/2026, 3,120 units vest on 7/1/2027.
Footnote F3
Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan ("ESOP") account through August 22, 2024.
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.