0000950170-24-081133.txt : 20240703 0000950170-24-081133.hdr.sgml : 20240703 20240703103151 ACCESSION NUMBER: 0000950170-24-081133 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: POHLMAN KEVIN M CENTRAL INDEX KEY: 0001712443 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-20572 FILM NUMBER: 241098559 MAIL ADDRESS: STREET 1: 822 7TH STREET, SUITE 740 CITY: GREELEY STATE: CO ZIP: 80631 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 0001712443 POHLMAN KEVIN M 1031 MENDOTA HEIGHTS ROAD ST. PAUL MN 55120 false true false false Chief Operating Officer false Common Stock 2024-07-01 4 F false 970 24.08 D 121468 D Common Stock 2024-07-01 4 A false 7987 24.08 A 129455 D Common Stock 2024-07-01 4 F false 1945 24.08 D 127510 D Common Stock 2024-07-01 4 A false 31146 24.08 A 158656 D Common Stock 1864 I By ESOP Employee Stock Options 33.26 2033-07-01 Common Stock 28090 28090 D Employee Stock Options 30.59 2032-07-01 Common Stock 18300 18300 D Employee Stock Options 30.77 2031-07-01 Common Stock 18916 18916 D Employee Stock Options 23.57 2030-07-14 Common Stock 24780 24780 D Employee Stock Options 22.25 2029-07-01 Common Stock 33784 33784 D Employee Stock Options 22.48 2021-07-01 2028-07-01 Common Stock 13345 13345 D Employee Stock Options 39.23 2020-08-07 2027-08-07 Common Stock 5539 5539 D Employee Stock Options 47.51 2020-07-01 2027-07-01 Common Stock 13935 13935 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 12,971 RSUs awarded in the years 2022 through 2023 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 2,490 units vest on 12/15/2024, 4,776 units vest on 7/1/2025, 2,692 units vest on 12/15/2025 and 3,013 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 7/1/2018. Stock options granted pursuant to the Plan on 8/7/2017. Stock options granted pursuant to the Plan on 7/1/2017. Les B. Korsh, by Power of Attorney 2024-07-03