Patterson Companies (PDCO) executive Bergeson received 14,530 shares

Insider transactions reported

Samantha L Bergeson (Chro at Patterson Companies Inc., PDCO) reported that they received 14,530 shares, and returned to the company 36,115 shares on Apr 17, 2025. After these transactions the filing shows 0 shares held directly and 0 shares held indirectly (By KSOP).

Reporting person

Bergeson Samantha L

Role

CHRO

Options and other derivatives

Holdings before and after

• Common Stock: 20,587 to 0 direct
• Common Stock: 998 to 0 indirect, By KSOP
• Stock Option: 8,076 to 0 direct

Footnotes from the filing

1. 1. Performance share units ( PSUs ) granted pursuant to the Patterson Companies, Inc. ( Patterson ) Amended and Restated 2015 Omnibus Incentive Plan (the Plan ) and held by the Reporting Person immediately prior to the closing of the Merger (as defined below) vested pursuant to the Merger Agreement (as defined below) (with performance-based goals with respect to the PSU awards deemed to be achieved at the target level of performance (without application of any modifier) as set forth in the applicable PSU award agreement).
2. 2. Represents vesting of PSUs that were granted to the Reporting Person pursuant to the Plan on 7/1/2023 and held by the Reporting Person immediately prior to the closing of the Merger.
3. 4. Includes an aggregate 11,990 restricted stock units awarded to the Reporting Person pursuant to the Plan in the years 2022 through 2024 and held by the Reporting Person immediately prior to the closing of the Merger.
4. 5. Reflects the disposition of shares of common stock, par value $0.01 per share ( Shares ), of Patterson in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the Merger Agreement ), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ( Parent ), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ( Merger Sub ). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the Merger ) contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger.
5. 6. Represents Shares indirectly held by the Reporting Person's Employee Stock Ownership Plan component of their 401(k) (the KSOP ) account immediately prior to the closing of the Merger.
6. 7. Stock options granted pursuant to the Plan on 7/1/2023.
7. 8. This option, which vested 33.3% on 7/1/2024, and was originally scheduled to vest 33.3% on 7/1/2025 and 33.4% on 7/1/2026, was cancelled for no consideration, because the exercise price was greater than the Merger Consideration.
8. 9. Pursuant to the Merger Agreement, upon the closing of the Merger, each option to purchase Shares (each an Option ) outstanding and unexercised immediately prior to the closing of the Merger, whether vested or unvested, was cancelled and converted into the right to receive (without interest) an amount in cash (less applicable tax withholdings) equal to the product of (x) the total number of Shares underlying the Option multiplied by (y) the excess, if any, of the Merger Consideration over the exercise price of such Option, with any Options with a per share exercise price greater than or equal to the Merger Consideration being cancelled for no consideration.

Transaction codes in this filing

Grant or award:

Code A marks a grant or award from the company under an exempt employee or director plan. Usually nothing is paid for it.

Sale back to the company:

Code D marks a disposition back to the company under an exempt plan, as opposed to a sale in the market.

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