Form 4 for FERG Ferguson Enterprises
Accepted 2024-10-16 00:00:00 ET · period of report 2024-10-14 · accession 0001127602-24-025626 · 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 | Williams Garland | SVP-Blended | S - Sale+OE | $201.22 | -1,118 | 1,882 | -37% | -$225.0K |
| DM | 2024-10-16 | 2024-10-14+ | FERG | Williams Garland | SVP-Blended | A - Grant | $0.00 | +4,818 | 5,638 | +588% | $0 |
| D | 2024-10-16 | 2024-10-14 | FERG | Williams Garland | SVP-Blended | M - OptEx | $0.00 | +681 | 4,000 | +21% | $0 |
| D | 2024-10-16 | 2024-10-14 | FERG | Williams Garland | SVP-Blended | F - Tax | $198.69 | -1,743 | 3,319 | -34% | -$346.3K |
| D | 2024-10-16 | 2024-10-15 | FERG | Williams Garland | SVP-Blended | A - Grant | $0.00 | +3,495 | 3,495 | New | $0 |
| D | 2024-10-16 | 2024-10-14 | FERG | Williams Garland | SVP-Blended | M - OptEx | $0.00 | -681 | 0 | -100% | $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 | S | D | 1,118 | $201.22 | 1,882 | D | — | — | |
| 2 | Common | Common Stock | 2024-10-14 | A | A | 3,180 | $0.00 | 5,062 | 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. |
| 3 | Common | Common Stock | 2024-10-15 | A | A | 1,638 | $0.00 | 5,638 | D | — | — | (F3) 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). |
| 4 | Common | Common Stock | 2024-10-14 | M | A | 681 | $0.00 | 4,000 | D | — | — | (F2) The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024. |
| 5 | Common | Common Stock | 2024-10-14 | F | D | 1,743 | $198.69 | 3,319 | D | — | — | |
| 6 | Derivative | Stock Options (Right to Buy) | 2024-10-15 | A | A | 3,495 | $0.00 | 3,495 | D | $62.92 · — to 2034-10-15 | 3,495 Common Stock | (F4) 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). |
| 7 | Derivative | Conditional Share Award | 2024-10-14 | M | D | 681 | $0.00 | 0 | D | — · 2024-10-14 to 2024-10-14 | 681 Common Stock | (F2) The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024. |