Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATRICK INDUSTRIES INCPATK · Entity 4317 | President - RV | May 05, 2026 | May 06, 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.
PATRICK INDUSTRIES INC
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,147 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Purchase · Acquired 5,750 · Balance 42,147 |
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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 6, 2026 11:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 5,750 | $87.83 | $505,018.48 |
DisclosureSEC source: 0002015612-26-000006 · wk-form4_1778068259.xml · nonDerivative · entry 1 Roeder Charles R · CIK 0002015612 · President - RV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,147 Read SEC document |
| January 27, 2026 Filed Jan 30, 2026 02:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 6,773 | $0.00 | $0.00 |
DisclosureSEC source: 0002015612-26-000004 · wk-form4_1769740464.xml · nonDerivative · entry 4 Roeder Charles R · CIK 0002015612 · President - RV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,397 F4 · shares: Shares are performance-based and vest after three years upon achievement of target Company objectives. Read SEC document |
| January 27, 2026 Filed Jan 30, 2026 02:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,693 | $0.00 | $0.00 |
DisclosureSEC source: 0002015612-26-000004 · wk-form4_1769740464.xml · nonDerivative · entry 3 Roeder Charles R · CIK 0002015612 · President - RV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,624 F3 · shares: Annual Management time-based grant awarded January 2026 and vesting in January 2029. Read SEC document |
| January 27, 2026 Filed Jan 30, 2026 02:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 1,041 | $129.93 | $135,257.13 |
DisclosureSEC source: 0002015612-26-000004 · wk-form4_1769740464.xml · nonDerivative · entry 2 Roeder Charles R · CIK 0002015612 · President - RV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,931 F2 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a performance-based stock grant awarded in January 2023 that vested after three years upon the achievement of target Company objectives. Read SEC document |
| January 27, 2026 Filed Jan 30, 2026 02:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | OtherCommon Stock | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0002015612-26-000004 · wk-form4_1769740464.xml · nonDerivative · entry 1 Roeder Charles R · CIK 0002015612 · President - RV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,972 F1 · shares: Reflects an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2026 of a performance-based grant originally awarded in January 2023. Read SEC document |
| January 26, 2026 Filed Jan 29, 2026 02:07 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 246 | $128.92 | $31,714.32 |
DisclosureSEC source: 0002015612-26-000002 · wk-form4_1769652453.xml · nonDerivative · entry 1 Roeder Charles R · CIK 0002015612 · President - RV 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,782 F1 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a time-based stock grant awarded in January 2023 that became fully vested in January 2026. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 7,383 | $0.00 Strike: $158.05 | $0.00 |
DisclosureSEC source: 0000076605-25-000077 · wk-form4_1740710020.xml · derivative · entry 5 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,383 Underlying: Common Stock · 7,383 shares Expires 2034-02-25 F2 · derivative.exercise_date: The stock appreciation rights will become exercisable at 25% per year over a four-year period beginning on February 25, 2026. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 7,382 | $0.00 Strike: $132.31 | $0.00 |
DisclosureSEC source: 0000076605-25-000077 · wk-form4_1740710020.xml · derivative · entry 4 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,382 Underlying: Common Stock · 7,382 shares Expires 2034-02-25 F2 · derivative.exercise_date: The stock appreciation rights will become exercisable at 25% per year over a four-year period beginning on February 25, 2026. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 7,383 | $0.00 Strike: $110.76 | $0.00 |
DisclosureSEC source: 0000076605-25-000077 · wk-form4_1740710020.xml · derivative · entry 3 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,383 Underlying: Common Stock · 7,383 shares Expires 2034-02-25 F2 · derivative.exercise_date: The stock appreciation rights will become exercisable at 25% per year over a four-year period beginning on February 25, 2026. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 7,382 | $0.00 Strike: $92.72 | $0.00 |
DisclosureSEC source: 0000076605-25-000077 · wk-form4_1740710020.xml · derivative · entry 2 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,382 Underlying: Common Stock · 7,382 shares Expires 2034-02-25 F2 · derivative.exercise_date: The stock appreciation rights will become exercisable at 25% per year over a four-year period beginning on February 25, 2026. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 29,530 | $0.00 Strike: $92.72 | $0.00 |
DisclosureSEC source: 0000076605-25-000077 · wk-form4_1740710020.xml · derivative · entry 1 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,530 Underlying: Common Stock · 29,530 shares Expires 2034-02-25 F1 · derivative.exercise_date: The stock options will become exercisable at 25% per year over a four-year period beginning on February 25, 2026. Read SEC document |
| January 28, 2025 Filed Jan 31, 2025 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-25-000032 · wk-form4_1738287656.xml · nonDerivative · entry 3 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,028 F3 · shares: Annual Management time-based grant awarded January 2025 and vesting in January 2028. Read SEC document |
| January 28, 2025 Filed Jan 31, 2025 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-25-000032 · wk-form4_1738287656.xml · nonDerivative · entry 2 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,153 F2 · shares: Shares are performance-based and vest after three years upon achievement of target Company objectives. Read SEC document |
| January 28, 2025 Filed Jan 31, 2025 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 672 | $96.01 | $64,518.72 |
DisclosureSEC source: 0000076605-25-000032 · wk-form4_1738287656.xml · nonDerivative · entry 1 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,653 F1 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a performance-based stock grant awarded in January 2022 that vested after three years upon the achievement of target Company objectives. Read SEC document |
| January 27, 2025 Filed Jan 30, 2025 02:36 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 165 | $97.50 | $16,087.50 |
DisclosureSEC source: 0000076605-25-000015 · wk-form4_1738204555.xml · nonDerivative · entry 1 Roeder Charles R · CIK 0002015612 · EVP and Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,325 F1 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a time-based stock grant awarded in January 2022 that became fully vested in January 2025. F2 · balance_after: The Common Stock holding reported herein has been adjusted to reflect a three-for-two stock split paid by the issuer on December 13, 2024. 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.