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