Form 4 for FERG Ferguson Enterprises
Accepted 2024-10-16 00:00:00 ET · period of report 2024-10-14 · accession 0001127602-24-025612 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-10-16 | 2024-10-14 | FERG | Brundage William | CFO, Dir | F - Tax | $198.69 | -5,426 | 33.9K | -14% | -$1.08M |
| DM | 2024-10-16 | 2024-10-14+ | FERG | Brundage William | CFO, Dir | A - Grant | $0.00 | +16.3K | 45.8K | +55% | $0 |
| D | 2024-10-16 | 2024-10-15 | FERG | Brundage William | CFO, Dir | A - Grant | $0.00 | +9,286 | 9,286 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-10-14 | F | D | 5,426 | $198.69 | 33,885 | D | — | — | (F1) Includes 84 shares of common stock acquired under the Ferguson Enterprises Inc. Employee Share Purchase Plan 2021 on May 29, 2024. |
| 2 | Common | Common Stock | 2024-10-15 | A | A | 4,352 | $0.00 | 50,165 | D | — | — | (F4) The reported securities represent Restricted Stock Units granted under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Common Stock in three equal annual installments beginning on October 15, 2025 (the "Vesting Dates"), subject to the Reporting Person's continued service through the Vesting Dates (with prorated vesting from and after the grant date in the case of retirement eligibility). |
| 3 | Common | Common Stock | 2024-10-14 | A | A | 11,928 | $0.00 | 45,813 | D | — | — | (F2) Includes 712 Common Shares received in respect of dividend equivalents with respect to such Conditional Share Awards. (F3) The Common Stock was received in settlement of an October 14, 2021 grant under the Ferguson Enterprises Inc. Long Term Incentive Plan 2019, pursuant to certification of performance on September 24, 2024 by the Compensation Committee. |
| 4 | Derivative | Stock Options (Right to Buy) | 2024-10-15 | A | A | 9,286 | $0.00 | 9,286 | D | $62.92 · — to 2034-10-15 | 9,286 Common Stock | (F5) The reported securities represent Stock Options granted under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Stock Options in three equal annual installments beginning on October 15, 2025 (the "Vesting Dates"), subject to the Reporting Person's continued service through the Vesting Dates (with prorated vesting from and after the grant date in the case of retirement eligibility). |