Victoria Morrissey - 14 Oct 2024 Form 4 Insider Report for Ferguson Enterprises Inc. /DE/ (FERG)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
16 Oct 2024, 17:08:44 UTC
Prior SEC filing
16 Oct 2023
Next SEC filing
16 Oct 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Ian Graham by Power of Attorney

Key filing fact

Victoria Morrissey filed Form 4 for Ferguson Enterprises Inc. /DE/ (FERG) on 16 Oct 2024.

Key facts

  • This page summarizes Victoria Morrissey's Form 4 filing for Ferguson Enterprises Inc. /DE/ (FERG).
  • 7 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 16 Oct 2024, 17:08.

Change

  • Previous filing in this sequence was filed on 16 Oct 2023.
  • Current net transaction value: -$825,864.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

FERG transaction

Common Stock

Award

Transaction value
$0
Shares
+4,920
Change %
+146%
Price
$0.000000
Shares after
8,289
Date
14 Oct 2024
Ownership
Direct
Footnotes
F1, F2
FERG transaction

Common Stock

Tax liability

Transaction value
$530,502
Shares
-2,670
Change %
-32%
Price
$198.69
Shares after
5,619
Date
14 Oct 2024
Ownership
Direct
FERG transaction

Common Stock

Options Exercise

Transaction value
$0
Shares
+1,054
Change %
+19%
Price
$0.000000
Shares after
6,673
Date
14 Oct 2024
Ownership
Direct
Footnotes
F3
FERG transaction

Common Stock

Sale

Transaction value
$295,362
Shares
-1,468
Change %
-22%
Price
$201.20
Shares after
5,205
Date
14 Oct 2024
Ownership
Direct
Footnotes
F4
FERG transaction

Common Stock

Award

Transaction value
$0
Shares
+1,077
Change %
+21%
Price
$0.000000
Shares after
6,282
Date
15 Oct 2024
Ownership
Direct
Footnotes
F5

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

FERG transaction Derivative

Conditional Share Award

Options Exercise

Transaction value
$0
Shares
-1,054
Change %
-100%
Price
$0.000000
Shares after
0
Date
14 Oct 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,054
Exercise price
Footnotes
F6
FERG transaction Derivative

Stock Options (Right to Buy)

Award

Transaction value
$0
Shares
+2,298
Change %
Price
$0.000000
Shares after
2,298
Date
15 Oct 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
2,298
Exercise price
$62.92
Footnotes
F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

The Common Stock was received in settlement of an October 14, 2021 grant under the Ferguson Enterprises Inc. Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 24, 2024 by the Compensation Committee.

Footnote F2

Includes 84 shares of common stock acquired under the Ferguson Enterprises Inc. Employee Share Purchase Plan 2021 on May 29, 2024.

Footnote F3

The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024.

Footnote F4

The reported price represents the volume-weighted average price of shares sold. Sale prices for the reported transaction reported ranged between $201.200 and $201.240, inclusive of shares sold on the New York Stock Exchange. Full information regarding the number of shares of Common Stock sold at each separate price in the range will be provided to the SEC, the Issuer or its shareholders upon request.

Footnote F5

The reported securities represent Restricted Stock Units granted under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Common Stock in three equal annual installments beginning on October 15, 2025 (the "Vesting Dates"), subject to the Reporting Person's continued service through the Vesting Dates (with prorated vesting from and after the grant date in the case of retirement eligibility).

Footnote F6

The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024.

Footnote F7

The reported securities represent Stock Options granted under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Stock Options in three equal annual installments beginning on October 15, 2025 (the "Vesting Dates"), subject to the Reporting Person's continued service through the Vesting Dates (with prorated vesting from and after the grant date in the case of retirement eligibility).

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