Kevin M. Pohlman - 13 Dec 2024 Form 4 Insider Report for PATTERSON COMPANIES, INC. (PDCO)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
17 Dec 2024, 16:13:15 UTC
Prior SEC filing
13 Nov 2024
Next SEC filing
17 Apr 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Les B. Korsh, by Power of Attorney

Key filing fact

Kevin M. Pohlman filed Form 4 for PATTERSON COMPANIES, INC. (PDCO) on 17 Dec 2024.

Key facts

  • This page summarizes Kevin M. Pohlman's Form 4 filing for PATTERSON COMPANIES, INC. (PDCO).
  • 1 reported transaction and 8 derivative rows are listed below.
  • Accepted by SEC: 17 Dec 2024, 16:13.

Change

  • Previous filing in this sequence was filed on 13 Nov 2024.
  • Current net transaction value: -$13,054.

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.

PDCO transaction

Common Stock

Tax liability

Transaction value
$13,054
Shares
-420
Change %
-0.27%
Price
$31.08
Shares after
157,297
Date
13 Dec 2024
Ownership
Direct
Footnotes
F1, F2
PDCO holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,923
Date
13 Dec 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
28,090
Date
13 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
28,090
Exercise price
$33.26
Footnotes
F4, F5
PDCO holding Derivative

Employee Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
18,300
Date
13 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
18,300
Exercise price
$30.59
Footnotes
F6, F7
PDCO holding Derivative

Employee Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
18,916
Date
13 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
18,916
Exercise price
$30.77
Footnotes
F8, F9
PDCO holding Derivative

Employee Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
24,780
Date
13 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
24,780
Exercise price
$23.57
Footnotes
F10, F11
PDCO holding Derivative

Employee Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
33,784
Date
13 Dec 2024
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
13,345
Date
13 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,345
Exercise price
$22.48
Footnotes
F14
PDCO holding Derivative

Employee Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
5,539
Date
13 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
5,539
Exercise price
$39.23
Footnotes
F15
PDCO holding Derivative

Employee Stock Options

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
13,935
Date
13 Dec 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
13,935
Exercise price
$47.51
Footnotes
F16
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 16 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 of 40,688 RSUs awarded in the years 2022 through 2024 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 14,208 units vest on 7/1/2025, 2,692 units vest on 12/15/2025, 13,385 units vest on 7/1/2026 and 10,403 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 November 4, 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.

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 7/1/2021.

Footnote F9

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 F10

Stock options granted pursuant to the Plan on 7/14/2020.

Footnote F11

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 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 7/1/2018.

Footnote F15

Stock options granted pursuant to the Plan on 8/7/2017.

Footnote F16

Stock options granted pursuant to the Plan on 7/1/2017.

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