0000950170-24-081138.txt : 20240703 0000950170-24-081138.hdr.sgml : 20240703 20240703104206 ACCESSION NUMBER: 0000950170-24-081138 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: Zurbay Donald CENTRAL INDEX KEY: 0001341608 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-20572 FILM NUMBER: 241098591 MAIL ADDRESS: STREET 1: C/O ST. JUDE MEDICAL, INC. STREET 2: ONE ST JUDE MEDICAL DRIVE CITY: ST. PAUL STATE: MN ZIP: 55117 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 0001341608 Zurbay Donald 1031 MENDOTA HEIGHTS ROAD ST. PAUL MN 55120 true true false false President & CEO true Common Stock 2024-07-01 4 F false 4322 24.08 D 137601 D Common Stock 2024-07-01 4 A false 15973 24.08 A 153574 D Common Stock 2024-07-01 4 F false 4888 24.08 D 148686 D Common Stock 2024-07-01 4 A false 94477 24.08 A 243163 D Common Stock 1198 I By ESOP Employee Stock Options 33.26 2033-07-01 Common Stock 93633 93633 D Employee Stock Options 28.99 2032-12-05 Common Stock 134033 134033 D Employee Stock Options 30.59 2032-07-01 Common Stock 35895 35895 D Employee Stock Options 30.77 2031-07-01 Common Stock 37831 37831 D Employee Stock Options 23.57 2030-07-14 Common Stock 57819 57819 D Employee Stock Options 22.25 2029-07-01 Common Stock 78829 78829 D Employee Stock Options 22.48 2021-07-01 2028-07-01 Common Stock 33363 33363 D Employee Stock Options 22.67 2028-06-29 Common Stock 99250 99250 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 49,978 RSUs awarded in the years 2022 through 2023 to Reporting Person pursuant to the Plan. The RSUs vest contingent upon continued employment as follows: 13,221 units vest on 12/5/2024, 13,487 units vest on 7/1/2025, 13,227 units vest on 12/5/2025 and 10,043 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 12/5/2022. Options are exercisable as follows: 33.3% on 12/5/2023, 33.3% on 12/5/2024 and 33.4% on 12/5/2025. 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 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 employment. Les B. Korsh, by Power of Attorney 2024-07-03