Key facts
- This page summarizes Donald Zurbay's Form 4 filing for PATTERSON COMPANIES, INC. (PDCO).
- 2 reported transactions and 8 derivative rows are listed below.
- Accepted by SEC: 09 Dec 2024, 18:00.
Donald Zurbay - 05 Dec 2024 Form 4 Insider Report for PATTERSON COMPANIES, INC. (PDCO)
- Reporting relationship
- President & CEO, Director
- Issuer ticker
- PDCO
- Reported as of
- 05 Dec 2024
- Net transaction value
- -$167,966
- SEC form
- 4
- Accepted by SEC
- 09 Dec 2024, 18:00:28 UTC
- Prior SEC filing
- 18 Sep 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
Donald Zurbay filed Form 4 for PATTERSON COMPANIES, INC. (PDCO) on 09 Dec 2024.
Change
- Previous filing in this sequence was filed on 18 Sep 2024.
- Current net transaction value: -$167,966.
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
- $122,688
- Shares
- -5,374
- Change %
- -2.3%
- Price
- $22.83
- Shares after
- 224,698
- Date
- 05 Dec 2024
- Ownership
- Direct
- Footnotes
- F1, F2
PDCO
transaction
Common Stock
Sale
- Transaction value
- $45,278
- Shares
- -1,962
- Change %
- -0.87%
- Price
- $23.08
- Shares after
- 222,736
- Date
- 09 Dec 2024
- Ownership
- Direct
- Footnotes
- F2, F3
PDCO
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,243
- Date
- 05 Dec 2024
- Ownership
- By ESOP
- Footnotes
- F4
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
- 93,633
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 93,633
- Exercise price
- $33.26
- Footnotes
- F5, F6
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 134,033
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 134,033
- Exercise price
- $28.99
- Footnotes
- F7, F8
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 35,895
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 35,895
- Exercise price
- $30.59
- Footnotes
- F9, F10
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 37,831
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 37,831
- Exercise price
- $30.77
- Footnotes
- F11, F12
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 57,819
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 57,819
- Exercise price
- $23.57
- Footnotes
- F13, F14
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 78,829
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 78,829
- Exercise price
- $22.25
- Footnotes
- F15, F16
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 33,363
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 33,363
- Exercise price
- $22.48
- Footnotes
- F17
PDCO
holding
Derivative
Employee Stock Options
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 99,250
- Date
- 05 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 99,250
- Exercise price
- $22.67
- Footnotes
- F18
* 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 18 footnotes
Footnote F1
Represents shares of common stock withheld to satisfy a portion of tax liability upon the lapse of restrictions on restricted stock units ("RSUs") issued pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan ("Plan").
Footnote F2
Includes an aggregate 131,233 RSUs awarded in the years 2022 through 2024 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon employment as follows: 44,948 units vest on 7/1/2025, 13,226 units vest on 12/5/2025, 41,504 units vest on 7/1/2026 and 31,555 units vest on 7/1/2027.
Footnote F3
The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 Plan adopted by Reporting Person on September 25, 2023 Amended March 12, 2024.
Footnote F4
Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan ("ESOP") account through November 4, 2024.
Footnote F5
Stock options granted pursuant to the Plan on 7/1/2023.
Footnote F6
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 F7
Stock options granted pursuant to the Plan on 12/5/2022.
Footnote F8
Options are exercisable as follows: 33.3% on 12/5/2023, 33.3% on 12/5/2024 and 33.4% on 12/5/2025.
Footnote F9
Stock options granted pursuant to the Plan on 7/1/2022.
Footnote F10
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 F11
Stock options granted pursuant to the Plan on 7/1/2021.
Footnote F12
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 F13
Stock options granted pursuant to the Plan on 7/14/2020.
Footnote F14
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 F15
Stock options granted pursuant to the Plan on 7/1/2019.
Footnote F16
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 F17
Stock options granted pursuant to the Plan on 7/1/2018.
Footnote F18
Stock options granted as an inducement award granted outside the Plan on 6/29/2018. The stock options granted would vest pro-rata over the course of 3 years, with one-third of the shares vesting on 6/29/2019, one-third vesting on 6/29/2020, and the remaining one-third vesting 6/29/2021, in all cases subject to continued employment.