(FERG)

Reporting relationship: Senior Vice President-Blended
Issuer ticker: FERG
Reported as of: 14 Oct 2024
Net transaction value: -$571,280
SEC form: 4
Accepted by SEC: 16 Oct 2024, 17:17:05 UTC
Prior SEC filing: 18 Oct 2023
Next SEC filing: 16 Oct 2024
Source filing: View source filing
Reporting owner signature: /s/ Ian Graham by Power of Attorney

Key filing fact

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

Key facts

This page summarizes Garland Williams'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, 17:17.

Change

Previous filing in this sequence was filed on 18 Oct 2023.
Current net transaction value: -$571,280.

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

Sale

Transaction value: $224,963
Shares: -1,118
Change %: -37%
Price: $201.22
Shares after: 1,882
Date: 14 Oct 2024
Ownership: Direct

FERG transaction

Common Stock

Award

Transaction value: $0
Shares: +3,180
Change %: +169%
Price: $0.000000
Shares after: 5,062
Date: 14 Oct 2024
Ownership: Direct
Footnotes: F1

FERG transaction

Common Stock

Tax liability

Transaction value: $346,317
Shares: -1,743
Change %: -34%
Price: $198.69
Shares after: 3,319
Date: 14 Oct 2024
Ownership: Direct

FERG transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +681
Change %: +21%
Price: $0.000000
Shares after: 4,000
Date: 14 Oct 2024
Ownership: Direct
Footnotes: F2

FERG transaction

Common Stock

Award

Transaction value: $0
Shares: +1,638
Change %: +41%
Price: $0.000000
Shares after: 5,638
Date: 15 Oct 2024
Ownership: Direct
Footnotes: F3

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: -681
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 14 Oct 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 681
Exercise price
Footnotes: F2

FERG transaction Derivative

Stock Options (Right to Buy)

Award

Transaction value: $0
Shares: +3,495
Change %
Price: $0.000000
Shares after: 3,495
Date: 15 Oct 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,495
Exercise price: $62.92
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 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

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

Footnote F3

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 F4

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).