Filing Details

Accession Number:
0001209191-23-057743
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-12-07 17:18:59
Reporting Period:
2023-12-05
Accepted Time:
2023-12-07 17:18:59
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
891024 Patterson Companies Inc. PDCO Wholesale-Medical, Dental & Hospital Equipment & Supplies (5047) 410886515
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1341608 Donald Zurbay 1031 Mendota Heights
St. Paul MN 55120
President & Ceo Yes Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Disposition 2023-12-05 5,748 $26.59 143,791 No 4 F Direct
Common Stock Disposition 2023-12-06 1,868 $26.58 141,923 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 F Direct
No 4 S Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 1,176 Indirect By ESOP
Reported Derivative Holdings
Sec. Name Sec. Type Price Date Expiration Date Amount Remaning Holdings Nature of Ownership
Common Stock Employee Stock Options $33.26 2033-07-01 93,633 93,633 Direct
Common Stock Employee Stock Options $28.99 2032-12-05 134,033 134,033 Direct
Common Stock Employee Stock Options $30.59 2032-07-01 35,895 35,895 Direct
Common Stock Employee Stock Options $30.77 2031-07-01 37,831 37,831 Direct
Common Stock Employee Stock Options $23.57 2030-07-14 57,819 57,819 Direct
Common Stock Employee Stock Options $22.25 2029-07-01 78,829 78,829 Direct
Common Stock Employee Stock Options $22.48 2021-07-01 2028-07-01 33,363 33,363 Direct
Common Stock Employee Stock Options $22.67 2028-06-29 99,250 99,250 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2033-07-01 93,633 93,633 Direct
2032-12-05 134,033 134,033 Direct
2032-07-01 35,895 35,895 Direct
2031-07-01 37,831 37,831 Direct
2030-07-14 57,819 57,819 Direct
2029-07-01 78,829 78,829 Direct
2028-07-01 33,363 33,363 Direct
2028-06-29 99,250 99,250 Direct
Footnotes
  1. Represents shares of common stock withheld for payment of taxes incurred 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").
  2. Includes an aggregate of 66,713 restricted stock units ("RSUs") awarded in the years 2021 through 2023 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: 16,735 units vest 7/1/2024, 13,221 units vest 12/5/2024, 13,488 units vest 7/1/2025, 13,227 units vest on 12/5/2025 and 10,042 units vest 7/1/2026.
  3. The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 Plan adopted by the Reporting Person on April 5, 2023.
  4. Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan ("ESOP") account through November 3, 2023.
  5. Stock options granted pursuant to the Plan on 7/1/2023.
  6. Options are exercisable as follows: 33.3% on 7/1/2024, 33.3% on 7/1/2025 and 33.4% on 7/1/2026.
  7. Stock options granted pursuant to the Plan on 12/5/2022.
  8. Options are excercisable as follows: 33.3% on 12/5/2023, 33.3% on 12/5/2024 and 33.4% on 12/5/2025.
  9. Stock options granted pursuant to the Plan on 7/1/2022.
  10. Options are exercisable as follows: 33.3% on 7/1/2023, 33.3% on 7/1/2024 and 33.4% on 7/1/2025.
  11. Stock options granted pursuant to the Plan on 7/1/2021.
  12. Options are exercisable as follows: 33.3% on 7/1/2022, 33.3% on 7/1/2023 and 33.4% on 7/1/2024.
  13. Stock options granted pursuant to the Plan on 7/14/2020.
  14. Stock options granted pursuant to the Plan on 7/1/2019.
  15. Options are exercisable as follows: 33.3% on 7/1/2020, 33.3% on 7/1/2021 and 33.4% on 7/1/2022.
  16. Stock options granted pursuant to the Plan on 7/1/2018.
  17. 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 employments.