Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ferguson (Jersey) LtdFERG · Entity 88409 | Director · Chief Financial Officer | December 07, 2023 | December 11, 2023 |
| Ferguson Enterprises Inc. /DE/FERG · Entity 3061 | Director · Chief Financial Officer | October 12, 2026 | October 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ferguson (Jersey) Ltd
Report date December 07, 2023 · Filed December 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 42,233 |
Reported balance
After 2023-12-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-07 · Grant · Acquired 15,618 · Balance 42,233 F1: The Ordinary Shares were received in settlement of a November 2, 2020 grant under The Ferguson Group Long Term Incentive Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee. F2: Includes 1,289 Ordinary Shares received in respect of dividend equivalents with respect to such Conditional Share Awards. |
| Ordinary SharesSEC Table I · non-derivative | Direct | 35,191 |
Reported balance
After 2023-12-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-12-07 · Tax withholding · Disposed 7,042 · Balance 35,191 |
| Ordinary SharesSEC Table I · non-derivative | Direct | 39,227 |
Reported balance
After 2023-12-07 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-12-07 · Grant · Acquired 4,036 · Balance 39,227 F3: The reported securities represent Restricted Stock Units granted under the Ferguson plc 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Ordinary Shares on October 12, 2026 (the "Vesting Date"), subject to the Reporting Person's continued service through the Vesting Date (with prorated vesting from and after the grant date in the case of retirement eligibility). |
Filing footnotes · ownership attribution and instrument terms
F1: The Ordinary Shares were received in settlement of a November 2, 2020 grant under The Ferguson Group Long Term Incentive Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee.
F2: Includes 1,289 Ordinary Shares received in respect of dividend equivalents with respect to such Conditional Share Awards.
F3: The reported securities represent Restricted Stock Units granted under the Ferguson plc 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Ordinary Shares on October 12, 2026 (the "Vesting Date"), subject to the Reporting Person's continued service through the Vesting Date (with prorated vesting from and after the grant date in the case of retirement eligibility).
Ferguson Enterprises Inc. /DE/
Report date October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,908 |
Ending reported balance
After 2026-10-12 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-10-12 · Grant · Acquired 8,928 · Balance 66,647 F1: The Common Stock was received in settlement of an October 12, 2023 grant under the Ferguson Enterprises Inc. Long Term Incentive Plan 2019 (Conditional Share Awards), pursuant to certification of performance on September 14, 2026, by the Compensation Committee. F2: Includes 439 shares of Common Stock received in respect of dividend equivalents with respect to such Conditional Share Awards. Row 2 · 2026-10-12 · Tax withholding · Disposed 5,925 · Balance 60,722 Row 3 · 2026-10-12 · Grant · Acquired 172 · Balance 60,894 F3: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Row 4 · 2026-10-12 · Sale · Disposed 5,986 · Balance 54,908 F4: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on May 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Common Stock was received in settlement of an October 12, 2023 grant under the Ferguson Enterprises Inc. Long Term Incentive Plan 2019 (Conditional Share Awards), pursuant to certification of performance on September 14, 2026, by the Compensation Committee.
F2: Includes 439 shares of Common Stock received in respect of dividend equivalents with respect to such Conditional Share Awards.
F3: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units.
F4: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on May 20, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 12, 2026 Filed Oct 14, 2026 20:06 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | SaleCommon Stock | 5,986 | $218.74 | $1,309,377.64 |
DisclosureSEC source: 0001984142-26-000003 · wk-form4_1792008400.xml · nonDerivative · entry 4 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,908 F4 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on May 20, 2026. Read SEC document |
| October 12, 2026 Filed Oct 14, 2026 20:06 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001984142-26-000003 · wk-form4_1792008400.xml · nonDerivative · entry 3 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,894 F3 · shares: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| October 12, 2026 Filed Oct 14, 2026 20:06 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 5,925 | $220.04 | $1,303,737.00 |
DisclosureSEC source: 0001984142-26-000003 · wk-form4_1792008400.xml · nonDerivative · entry 2 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,722 Read SEC document |
| October 12, 2026 Filed Oct 14, 2026 20:06 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 8,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001984142-26-000003 · wk-form4_1792008400.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,647 F1 · shares: The Common Stock was received in settlement of an October 12, 2023 grant under the Ferguson Enterprises Inc. Long Term Incentive Plan 2019 (Conditional Share Awards), pursuant to certification of performance on September 14, 2026, by the Compensation Committee. F2 · shares: Includes 439 shares of Common Stock received in respect of dividend equivalents with respect to such Conditional Share Awards. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:35 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 68 | $132.23 | $8,991.64 |
DisclosureSEC source: 0001984142-26-000002 · wk-form4_1780346101.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,719 F1 · shares: Shares of common stock acquired under the Ferguson Enterprises Inc. Employee Share Purchase Plan 2021 on May 28, 2026. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 18:09 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantStock Options (Right to Buy) · Derivative | 8,242 | $0.00 Strike: $231.63 | $0.00 |
DisclosureSEC source: 0001984142-26-000001 · wk-form4_1773425360.xml · derivative · entry 2 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,242 Underlying: Common Stock · 8,242 shares Expires 2036-03-12 F2 · derivative.exercise_date: 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 March 12, 2027 (the "Vesting Dates"), subject to the Reporting Person's continued service through the Vesting Dates or retirement, if eligible. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 18:09 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 4,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001984142-26-000001 · wk-form4_1773425360.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,651 F1 · shares: 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 March 12, 2027 (the "Vesting Dates"), subject to the Reporting Person's continued service through the Vesting Dates or retirement, if eligible. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 13:03 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 3 | $246.10 | $738.30 |
DisclosureSEC source: 0001984142-25-000008 · wk-form4_1763039014.xml · nonDerivative · entry 2 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,636 Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 13:03 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001984142-25-000008 · wk-form4_1763039014.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,639 F1 · shares: Represents Common Stock received as dividend equivalents on Restricted Stock Units that vested on October 15, 2025. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 17:22 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001984142-25-000006 · wk-form4_1760721771.xml · nonDerivative · entry 2 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,634 F1 · shares: Represents Common Stock received as dividend equivalents upon vesting of Restricted Stock Units. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 17:22 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 663 | $240.42 | $159,398.46 |
DisclosureSEC source: 0001984142-25-000006 · wk-form4_1760721771.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,616 Read SEC document |
| October 14, 2025 Filed Oct 15, 2025 15:12 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantStock Options (Right to Buy) · Derivative | 3,373 | $0.00 Strike: $235.00 | $0.00 |
DisclosureSEC source: 0001984142-25-000004 · wk-form4_1760541154.xml · derivative · entry 5 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,373 Underlying: Common Stock · 3,373 shares Expires 2035-10-14 F4 · derivative.exercise_date: 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 14, 2026, (the Vesting Dates), subject to the Reporting Person's continued service through the Vesting Dates or retirement, if eligible. Read SEC document |
| October 14, 2025 Filed Oct 15, 2025 15:12 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001984142-25-000004 · wk-form4_1760541154.xml · nonDerivative · entry 4 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,279 F3 · shares: 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 14, 2026 (the Vesting Dates), subject to the Reporting Person's continued service through the Vesting Dates or retirement, if eligible. Read SEC document |
| October 13, 2025 Filed Oct 15, 2025 15:12 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | SaleCommon Stock | 3,000 | $233.32 | $699,969.00 |
DisclosureSEC source: 0001984142-25-000004 · wk-form4_1760541154.xml · nonDerivative · entry 3 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,631 Read SEC document |
| October 13, 2025 Filed Oct 15, 2025 15:12 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 4,472 | $231.47 | $1,035,133.84 |
DisclosureSEC source: 0001984142-25-000004 · wk-form4_1760541154.xml · nonDerivative · entry 2 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,631 Read SEC document |
| October 13, 2025 Filed Oct 15, 2025 15:12 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 9,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001984142-25-000004 · wk-form4_1760541154.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,103 F1 · shares: The Common Stock was received in settlement of an October 13, 2022 grant under the Ferguson Enterprises Inc. Long Term Incentive Plan 2019 (Conditional Share Awards), pursuant to certification of performance on September 10, 2025 by the Compensation Committee. F2 · shares: Includes 630 shares of Common Stock received in respect of dividend equivalents with respect to such Conditional Share Awards. Read SEC document |
| October 15, 2024 Filed Oct 16, 2024 21:03 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantStock Options (Right to Buy) · Derivative | 9,286 | $0.00 Strike: $62.92 | $0.00 |
DisclosureSEC source: 0001127602-24-025612 · form4.xml · derivative · entry 4 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,286 Underlying: Common Stock · 9,286 shares Expires 2034-10-15 F5 · derivative.exercise_date: 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). Read SEC document |
| October 15, 2024 Filed Oct 16, 2024 21:03 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 4,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025612 · form4.xml · nonDerivative · entry 3 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,165 F4 · shares: 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). Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:03 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 11,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025612 · form4.xml · nonDerivative · entry 2 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,813 F2 · shares: Includes 712 Common Shares received in respect of dividend equivalents with respect to such Conditional Share Awards. F3 · shares: 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. F2 · balance_after: Includes 712 Common Shares received in respect of dividend equivalents with respect to such Conditional Share Awards. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:03 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 5,426 | $198.69 | $1,078,091.94 |
DisclosureSEC source: 0001127602-24-025612 · form4.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,885 F1 · balance_after: Includes 84 shares of common stock acquired under the Ferguson Enterprises Inc. Employee Share Purchase Plan 2021 on May 29, 2024. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 4,036 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-069439 · ownership.xml · nonDerivative · entry 3 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,227 F3 · shares: The reported securities represent Restricted Stock Units granted under the Ferguson plc 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Ordinary Shares on October 12, 2026 (the "Vesting Date"), subject to the Reporting Person's continued service through the Vesting Date (with prorated vesting from and after the grant date in the case of retirement eligibility). F3 · price: The reported securities represent Restricted Stock Units granted under the Ferguson plc 2023 Omnibus Equity Incentive Plan, which entitles the Reporting Person to receive the stated amount of Ordinary Shares on October 12, 2026 (the "Vesting Date"), subject to the Reporting Person's continued service through the Vesting Date (with prorated vesting from and after the grant date in the case of retirement eligibility). Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | Tax withholdingOrdinary Shares | 7,042 | $174.68 | $1,230,096.56 |
DisclosureSEC source: 0000950170-23-069439 · ownership.xml · nonDerivative · entry 2 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,191 Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 15,618 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-069439 · ownership.xml · nonDerivative · entry 1 Brundage William · CIK 0001984142 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,233 F1 · shares: The Ordinary Shares were received in settlement of a November 2, 2020 grant under The Ferguson Group Long Term Incentive Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee. F2 · shares: Includes 1,289 Ordinary Shares received in respect of dividend equivalents with respect to such Conditional Share Awards. F1 · price: The Ordinary Shares were received in settlement of a November 2, 2020 grant under The Ferguson Group Long Term Incentive Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee. F1 · balance_after: The Ordinary Shares were received in settlement of a November 2, 2020 grant under The Ferguson Group Long Term Incentive Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee. F2 · balance_after: Includes 1,289 Ordinary Shares received in respect of dividend equivalents with respect to such Conditional Share Awards. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.