0000950170-24-081121.txt : 20240703 0000950170-24-081121.hdr.sgml : 20240703 20240703102455 ACCESSION NUMBER: 0000950170-24-081121 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: BERGESON SAMANTHA L CENTRAL INDEX KEY: 0001980882 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-20572 FILM NUMBER: 241098545 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 0001980882 BERGESON SAMANTHA L 1031 MENDOTA HEIGHTS ROAD ST. PAUL MN 55120 false true false false CHRO false Common Stock 2024-07-01 4 F false 571 24.08 D 11488 D Common Stock 2024-07-01 4 A false 9344 24.08 A 20832 D Common Stock 959 I By ESOP Employee Stock Options 33.26 2033-07-01 Common Stock 8076 8076 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 2,646 RSUs awarded in the years 2022 through 2023 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 1,780 units vest on 7/1/2025 and 866 units vest on 7/1/2026. 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. Les B. Korsh, by Power of Attorney 2024-07-03