0000950170-24-081118.txt : 20240703 0000950170-24-081118.hdr.sgml : 20240703 20240703102148 ACCESSION NUMBER: 0000950170-24-081118 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240701 FILED AS OF DATE: 20240703 DATE AS OF CHANGE: 20240703 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: BARRY KEVIN MICHAEL CENTRAL INDEX KEY: 0001951731 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-20572 FILM NUMBER: 241098540 MAIL ADDRESS: STREET 1: 1031 MENDOTA HEIGHTS ROAD CITY: ST. PAUL STATE: MN ZIP: 55120 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: PATTERSON COMPANIES, INC. CENTRAL INDEX KEY: 0000891024 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-MEDICAL, DENTAL & HOSPITAL EQUIPMENT & SUPPLIES [5047] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 410886515 STATE OF INCORPORATION: MN FISCAL YEAR END: 0427 BUSINESS ADDRESS: STREET 1: 1031 MENDOTA HEIGHTS RD CITY: ST PAUL STATE: MN ZIP: 55120-1401 BUSINESS PHONE: 6516861600 MAIL ADDRESS: STREET 1: 1031 MENDOTA HEIGHTS RD CITY: ST PAUL STATE: MN ZIP: 55120-1401 FORMER COMPANY: FORMER CONFORMED NAME: PATTERSON DENTAL CO DATE OF NAME CHANGE: 19950111 4 1 ownership.xml 4 X0508 4 2024-07-01 0000891024 PATTERSON COMPANIES, INC. PDCO 0001951731 BARRY KEVIN MICHAEL 1031 MENDOTA HEIGHTS ROAD ST. PAUL MN 55120 false true false false CFO true Common Stock 2024-07-01 4 F false 888 24.08 D 20786 D Common Stock 2024-07-01 4 A false 3328 24.08 A 24114 D Common Stock 2024-07-01 4 F false 1019 24.08 D 23095 D Common Stock 2024-07-01 4 A false 19726 24.08 A 42821 D Common Stock 1622 I By ESOP Employee Stock Options 33.26 2033-07-01 Common Stock 18727 18727 D Employee Stock Options 30.59 2032-07-01 Common Stock 7883 7883 D Employee Stock Options 30.77 2031-07-01 Common Stock 7881 7881 D Employee Stock Options 23.57 2030-07-14 Common Stock 11013 11013 D Employee Stock Options 22.25 2029-07-01 Common Stock 30030 30030 D Employee Stock Options 24.21 2028-08-01 Common Stock 12392 12392 D 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"). Includes an aggregate of 10,994 RSUs awarded in the years 2022 through 2023 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 3,109 units vest on 12/15/2024, 2,765 units vest on 7/1/2025, 3,111 units vest on 12/15/2025 and 2,009 units vest on 7/1/2026. Represents shares earned upon satisfaction of performance criteria applicable to non-derivative performance share units. Represents shares of common stock withheld to satisfy a portion of tax liability upon the vesting of performance share units. Represents RSUs awarded on 7/1/2024 to Reporting Person pursuant to the Plan. The RSUs awarded vest, assuming continued employment, 33.3% on 7/1/2025, 33.3% on 7/1/2026 and 33.4% on 7/1/2027. Represents shares of common stock indirectly held by the Reporting Person's Employee Stock Ownership Plan (ESOP) account through May 4, 2024. Stock options granted pursuant to the Plan on 7/1/2023. Options are exercisable as follows: 33.3% on 7/1/2024, 33.3% on 7/1/2025 and 33.4% on 7/1/2026. Stock options granted pursuant to the Plan on 7/1/2022. Options are exercisable as follows: 33.3% on 7/1/2023, 33.3% on 7/1/2024 and 33.4% on 7/1/2025. Stock options granted pursuant to the Plan on 7/1/2021. Options are exercisable as follows: 33.3% on 7/1/2022, 33.3% on 7/1/2023 and 33.4% on 7/1/2024. Stock options granted pursuant to the Plan on 7/14/2020. Options are exercisable as follows: 33.3% on 7/14/2021, 33.3% on 7/14/2022 and 33.4% on 7/14/2023. Stock options granted pursuant to the Plan on 7/1/2019. Options are exercisable as follows: 33.3% on 7/1/2020, 33.3% on 7/1/2021 and 33.4% on 7/1/2022. Stock options granted pursuant to the Plan on 8/1/2018. Options are exercisable as follows: 33.3% on 8/1/2019, 33.3% on 8/1/2020 and 33.4% on 8/1/2021. Les B. Korsh, by Power of Attorney 2024-07-03