Form 4 for FERG Ferguson Enterprises
Accepted 2024-10-16 00:00:00 ET · period of report 2024-10-14 · accession 0001127602-24-025620 · 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 | Schlicher Jake | SVP of Strategic Development | F - Tax | $198.69 | -3,588 | 10.2K | -26% | -$712.9K |
| D | 2024-10-16 | 2024-10-14 | FERG | Schlicher Jake | SVP of Strategic Development | S - Sale+OE | $201.49 | -2,250 | 9,319 | -19% | -$453.4K |
| DM | 2024-10-16 | 2024-10-14+ | FERG | Schlicher Jake | SVP of Strategic Development | A - Grant | $0.00 | +8,286 | 11.0K | +306% | $0 |
| D | 2024-10-16 | 2024-10-14 | FERG | Schlicher Jake | SVP of Strategic Development | M - OptEx | $0.00 | +1,416 | 11.6K | +14% | $0 |
| D | 2024-10-16 | 2024-10-14 | FERG | Schlicher Jake | SVP of Strategic Development | M - OptEx | $0.00 | -1,416 | 0 | -100% | $0 |
| D | 2024-10-16 | 2024-10-15 | FERG | Schlicher Jake | SVP of Strategic Development | A - Grant | $0.00 | +3,576 | 3,576 | 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 | 3,588 | $198.69 | 10,153 | D | — | — | |
| 2 | Common | Common Stock | 2024-10-14 | S | D | 2,250 | $201.49 | 9,319 | D | — | — | (F4) The reported price represents the volume-weighted average price of shares sold. Sale prices for the reported transaction reported ranged between $201.482 and $201.555, inclusive of shares sold on the New York Stock Exchange. Full information regarding the number of shares of Common Stock sold at each separate price in the range will be provided to the SEC, the Issuer or its shareholders upon request. |
| 3 | Common | Common Stock | 2024-10-14 | A | A | 6,610 | $0.00 | 13,741 | D | — | — | (F1) The Common Stock was received in settlement of an October 14, 2021 grant under the Ferguson Enterprises Inc. Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 24, 2024 by the Compensation Committee. (F2) Includes 84 shares of common stock acquired under the Ferguson Enterprises Inc. Employee Share Purchase Plan 2021 on May 29, 2024. |
| 4 | Common | Common Stock | 2024-10-15 | A | A | 1,676 | $0.00 | 10,995 | D | — | — | (F5) 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). |
| 5 | Common | Common Stock | 2024-10-14 | M | A | 1,416 | $0.00 | 11,569 | D | — | — | (F3) The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024. |
| 6 | Derivative | Conditional Share Award | 2024-10-14 | M | D | 1,416 | $0.00 | 0 | D | — · 2024-10-14 to 2024-10-14 | 1,416 Common Stock | (F3) The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024. |
| 7 | Derivative | Stock Options (Right to Buy) | 2024-10-15 | A | A | 3,576 | $0.00 | 3,576 | D | $62.92 · — to 2034-10-15 | 3,576 Common Stock | (F6) 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). |