Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ferguson (Jersey) LtdFERG · Entity 88409 | Chief Accounting Officer | October 16, 2023 | October 18, 2023 |
| Ferguson Enterprises Inc. /DE/FERG · Entity 3061 | Chief Accounting 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 October 16, 2023 · Filed October 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 1,000 |
Ending reported balance
After 2023-10-17 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2023-10-16 · Exercise / conversion · Acquired 509 · Balance 509 F1: The Ordinary Shares were received in settlement of a Conditional Share Award that vested on October 16, 2023. Row 2 · 2023-10-16 · Grant · Acquired 2,378 · Balance 2,887 F2: The Ordinary Shares were received in settlement of an October 16, 2020 grant under the Ferguson Group Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee. Row 3 · 2023-10-16 · Sale · Disposed 36.95 · Balance 2,850.05 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F5: The reported price represents the VWAP of shares sold on the London Stock Exchange (the "LSE"). Sale prices for the reported transaction reported ranged between $164.366 and $165.344, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the 1.2216 to 1.00 exchange rate on the initial transaction date of October 16, 2023 (the "Applicable Exchange Rate"). Row 4 · 2023-10-16 · Sale · Disposed 28.95 · Balance 2,821.1 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F6: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $165.405 and $166.382, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Row 5 · 2023-10-16 · Sale · Disposed 100.47 · Balance 2,720.63 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F7: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $166.443 and $167.420, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Row 6 · 2023-10-16 · Sale · Disposed 5.89 · Balance 2,714.74 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F8: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $167.481 and $167.909, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Row 7 · 2023-10-16 · Sale · Disposed 295.67 · Balance 2,419.07 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F9: The reported price represents the VWAP of shares sold on the New York Stock Exchange (the "NYSE"). Sale prices for the reported transaction reported ranged between $162.830 and $163.820, inclusive. Row 8 · 2023-10-16 · Sale · Disposed 936.62 · Balance 1,482.45 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F10: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $163.830 and $164.820, inclusive. Row 9 · 2023-10-16 · Sale · Disposed 229.94 · Balance 1,252.51 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F11: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $164.835 and $165.833, inclusive. Row 10 · 2023-10-16 · Sale · Disposed 188.08 · Balance 1,064.43 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F12: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $165.835 and $166.515, inclusive. Row 11 · 2023-10-17 · Sale · Disposed 33.84 · Balance 1,030.59 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F13: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $164.000 and $164.977, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Row 12 · 2023-10-17 · Sale · Disposed 30.59 · Balance 1,000 F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F15: The number of shares reflected in this transaction as well as in each of the transactions reported in this statement represent rounded numbers of shares. In this regard, there was an additional sale by the Reporting Person on October 17, 2023 of 0.56 shares at $166.077 on the LSE, with such price converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Due to the rounding of the transactions reported herein, the sale of such fractional share cannot be reflected in this statement as it would result in aggregate sales that exceed the amount sold in the Reporting Person's transactions on the dates covered by this statement. F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F14: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $165.038 and $166.015, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. |
| Conditional Share AwardSEC Table II · derivative / convertible security · Expires 2023-10-16 | Direct | 0 |
Reported balance
After 2023-10-16 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2023-10-16 · Exercise / conversion · Disposed 509 · Balance 0 F1: The Ordinary Shares were received in settlement of a Conditional Share Award that vested on October 16, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The Ordinary Shares were received in settlement of a Conditional Share Award that vested on October 16, 2023.
F2: The Ordinary Shares were received in settlement of an October 16, 2020 grant under the Ferguson Group Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee.
F3: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards.
F4: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request.
F5: The reported price represents the VWAP of shares sold on the London Stock Exchange (the "LSE"). Sale prices for the reported transaction reported ranged between $164.366 and $165.344, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the 1.2216 to 1.00 exchange rate on the initial transaction date of October 16, 2023 (the "Applicable Exchange Rate").
F6: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $165.405 and $166.382, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate.
F7: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $166.443 and $167.420, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate.
F8: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $167.481 and $167.909, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate.
F9: The reported price represents the VWAP of shares sold on the New York Stock Exchange (the "NYSE"). Sale prices for the reported transaction reported ranged between $162.830 and $163.820, inclusive.
F10: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $163.830 and $164.820, inclusive.
F11: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $164.835 and $165.833, inclusive.
F12: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $165.835 and $166.515, inclusive.
F13: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $164.000 and $164.977, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate.
F14: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $165.038 and $166.015, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate.
F15: The number of shares reflected in this transaction as well as in each of the transactions reported in this statement represent rounded numbers of shares. In this regard, there was an additional sale by the Reporting Person on October 17, 2023 of 0.56 shares at $166.077 on the LSE, with such price converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Due to the rounding of the transactions reported herein, the sale of such fractional share cannot be reflected in this statement as it would result in aggregate sales that exceed the amount sold in the Reporting Person's transactions on the dates covered by this statement.
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 | 3,195 |
Ending reported balance
After 2026-10-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-10-12 · Exercise / conversion · Acquired 476 · Balance 2,887 F1: The Common Stock was received in settlement of a Conditional Share Award that vested on October 12, 2026. Row 2 · 2026-10-12 · Grant · Acquired 953 · Balance 3,840 F2: The Common Stock was received in settlement of an October 12, 2023 grant under the Ferguson Enterprises Inc. Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 14, 2026, by the Compensation Committee. Row 3 · 2026-10-12 · Tax withholding · Disposed 645 · Balance 3,195 |
| Conditional Share AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-10-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-12 · Exercise / conversion · Disposed 476 · Balance 0 F1: The Common Stock was received in settlement of a Conditional Share Award that vested on October 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Common Stock was received in settlement of a Conditional Share Award that vested on October 12, 2026.
F2: The Common Stock was received in settlement of an October 12, 2023 grant under the Ferguson Enterprises Inc. Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 14, 2026, by the Compensation Committee.
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 20:19 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionConditional Share Award · Derivative | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-26-000002 · wk-form4_1792009137.xml · derivative · entry 4 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 476 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Common Stock was received in settlement of a Conditional Share Award that vested on October 12, 2026. F1 · derivative.exercise_date: The Common Stock was received in settlement of a Conditional Share Award that vested on October 12, 2026. F1 · derivative.expiration_date: The Common Stock was received in settlement of a Conditional Share Award that vested on October 12, 2026. Read SEC document |
| October 12, 2026 Filed Oct 14, 2026 20:19 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 645 | $220.04 | $141,925.80 |
DisclosureSEC source: 0001984098-26-000002 · wk-form4_1792009137.xml · nonDerivative · entry 3 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,195 Read SEC document |
| October 12, 2026 Filed Oct 14, 2026 20:19 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-26-000002 · wk-form4_1792009137.xml · nonDerivative · entry 2 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,840 F2 · shares: The Common Stock was received in settlement of an October 12, 2023 grant under the Ferguson Enterprises Inc. Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 14, 2026, by the Compensation Committee. Read SEC document |
| October 12, 2026 Filed Oct 14, 2026 20:19 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionCommon Stock | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-26-000002 · wk-form4_1792009137.xml · nonDerivative · entry 1 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,887 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Common Stock was received in settlement of a Conditional Share Award that vested on October 12, 2026. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 18:13 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 819 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-26-000001 · wk-form4_1773425606.xml · nonDerivative · entry 1 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,411 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 |
| October 16, 2025 Filed Oct 17, 2025 17:25 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | SaleCommon Stock | 83 | $241.80 | $20,068.99 |
DisclosureSEC source: 0001984098-25-000006 · wk-form4_1760721923.xml · nonDerivative · entry 2 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,592 Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 17:25 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 70 | $240.42 | $16,829.40 |
DisclosureSEC source: 0001984098-25-000006 · wk-form4_1760721923.xml · nonDerivative · entry 1 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,675 Read SEC document |
| October 14, 2025 Filed Oct 15, 2025 15:15 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-25-000004 · wk-form4_1760541315.xml · nonDerivative · entry 5 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,745 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 14, 2025 Filed Oct 15, 2025 15:15 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | SaleCommon Stock | 1,034 | $232.70 | $240,611.80 |
DisclosureSEC source: 0001984098-25-000004 · wk-form4_1760541315.xml · nonDerivative · entry 4 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458 Read SEC document |
| October 13, 2025 Filed Oct 15, 2025 15:15 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionConditional Share Award · Derivative | 622 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-25-000004 · wk-form4_1760541315.xml · derivative · entry 6 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 622 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The Common Stock was received in settlement of a Conditional Share Award that vested on October 13, 2025. F2 · derivative.exercise_date: The Common Stock was received in settlement of a Conditional Share Award that vested on October 13, 2025. F2 · derivative.expiration_date: The Common Stock was received in settlement of a Conditional Share Award that vested on October 13, 2025. Read SEC document |
| October 13, 2025 Filed Oct 15, 2025 15:15 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 851 | $231.47 | $196,980.97 |
DisclosureSEC source: 0001984098-25-000004 · wk-form4_1760541315.xml · nonDerivative · entry 3 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,492 Read SEC document |
| October 13, 2025 Filed Oct 15, 2025 15:15 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionCommon Stock | 622 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-25-000004 · wk-form4_1760541315.xml · nonDerivative · entry 2 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,343 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: The Common Stock was received in settlement of a Conditional Share Award that vested on October 13, 2025. Read SEC document |
| October 13, 2025 Filed Oct 15, 2025 15:15 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001984098-25-000004 · wk-form4_1760541315.xml · nonDerivative · entry 1 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,721 F1 · shares: The Common Stock was received in settlement of an October 13, 2022 grant under the Ferguson Enterprises Inc. Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 10, 2025 by the Compensation Committee. Read SEC document |
| October 15, 2024 Filed Oct 16, 2024 21:18 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025627 · form4.xml · nonDerivative · entry 5 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,458 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 21:18 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionConditional Share Award · Derivative | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025627 · form4.xml · derivative · entry 6 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 426 shares Expires 2024-10-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:18 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | SaleCommon Stock | 1,325 | $201.75 | $267,318.75 |
DisclosureSEC source: 0001127602-24-025627 · form4.xml · nonDerivative · entry 4 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F3 · price: The reported price represents the volume-weighted average price of shares sold. Sale prices for the reported transaction reported ranged between $201.750 and $201.760, 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. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:18 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionCommon Stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025627 · form4.xml · nonDerivative · entry 3 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,325 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: The Common Stock was received in settlement of a Conditional Share Award that vested on October 14, 2024. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:18 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 1,091 | $198.69 | $216,770.79 |
DisclosureSEC source: 0001127602-24-025627 · form4.xml · nonDerivative · entry 2 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,899 Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:18 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025627 · form4.xml · nonDerivative · entry 1 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,990 F1 · shares: 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. Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 30.59 | $165.40 | $5,059.59 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 12 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F15 · shares: The number of shares reflected in this transaction as well as in each of the transactions reported in this statement represent rounded numbers of shares. In this regard, there was an additional sale by the Reporting Person on October 17, 2023 of 0.56 shares at $166.077 on the LSE, with such price converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Due to the rounding of the transactions reported herein, the sale of such fractional share cannot be reflected in this statement as it would result in aggregate sales that exceed the amount sold in the Reporting Person's transactions on the dates covered by this statement. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F14 · price: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $165.038 and $166.015, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. F15 · price: The number of shares reflected in this transaction as well as in each of the transactions reported in this statement represent rounded numbers of shares. In this regard, there was an additional sale by the Reporting Person on October 17, 2023 of 0.56 shares at $166.077 on the LSE, with such price converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Due to the rounding of the transactions reported herein, the sale of such fractional share cannot be reflected in this statement as it would result in aggregate sales that exceed the amount sold in the Reporting Person's transactions on the dates covered by this statement. Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 33.84 | $164.51 | $5,567.02 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 11 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,030.59 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F13 · price: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $164.000 and $164.977, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | Exercise / conversionConditional Share Award · Derivative | 509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · derivative · entry 13 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 509 shares Expires 2023-10-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Ordinary Shares were received in settlement of a Conditional Share Award that vested on October 16, 2023. F1 · price: The Ordinary Shares were received in settlement of a Conditional Share Award that vested on October 16, 2023. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 188.08 | $166.11 | $31,241.97 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 10 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,064.43 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F12 · price: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $165.835 and $166.515, inclusive. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 229.94 | $165.38 | $38,027.48 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 9 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,252.51 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F11 · price: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $164.835 and $165.833, inclusive. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 936.62 | $164.36 | $153,942.86 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 8 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,482.45 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F10 · price: The reported price represents the VWAP of shares sold on the NYSE. Sale prices for the reported transaction reported ranged between $163.830 and $164.820, inclusive. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 295.67 | $163.44 | $48,324.30 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 7 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,419.07 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F9 · price: The reported price represents the VWAP of shares sold on the New York Stock Exchange (the "NYSE"). Sale prices for the reported transaction reported ranged between $162.830 and $163.820, inclusive. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 5.89 | $167.60 | $987.16 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 6 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,714.74 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F8 · price: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $167.481 and $167.909, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 100.47 | $166.86 | $16,764.42 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 5 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,720.63 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F7 · price: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $166.443 and $167.420, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 28.95 | $165.89 | $4,802.52 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 4 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,821.1 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F6 · price: The reported price represents the VWAP of shares sold on the LSE. Sale prices for the reported transaction reported ranged between $165.405 and $166.382, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the Applicable Exchange Rate. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | SaleOrdinary Shares | 36.95 | $165.00 | $6,096.75 |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 3 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,850.05 F3 · shares: The reported amount includes Ordinary Shares sold to satisfy the Reporting Person's tax withholding obligation upon vesting of Conditional Share Awards. F4 · price: The reported price represents the volume-weighted average price ("VWAP") of shares sold. Full information regarding the number of Ordinary Shares sold at each separate price in the ranges reflected in footnotes 5 through 14 will be provided to the SEC, the Issuer or its shareholders upon request. F5 · price: The reported price represents the VWAP of shares sold on the London Stock Exchange (the "LSE"). Sale prices for the reported transaction reported ranged between $164.366 and $165.344, inclusive, with such prices and VWAP each converted from British Pounds to U.S. Dollars based on the 1.2216 to 1.00 exchange rate on the initial transaction date of October 16, 2023 (the "Applicable Exchange Rate"). Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantOrdinary Shares | 2,378 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 2 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,887 F2 · shares: The Ordinary Shares were received in settlement of an October 16, 2020 grant under the Ferguson Group Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee. F2 · price: The Ordinary Shares were received in settlement of an October 16, 2020 grant under the Ferguson Group Performance Ordinary Share Plan 2019, pursuant to certification of performance on September 20, 2023 by the Compensation Committee. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 21:44 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | Exercise / conversionOrdinary Shares | 509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020000 · doc4.xml · nonDerivative · entry 1 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Ordinary Shares were received in settlement of a Conditional Share Award that vested on October 16, 2023. F1 · price: The Ordinary Shares were received in settlement of a Conditional Share Award that vested on October 16, 2023. Read SEC document |
| October 12, 2023 Filed Oct 16, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantConditional Share Award · Derivative | 476 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-053566 · ownership.xml · derivative · entry 1 Winckler Richard · CIK 0001984098 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476 Underlying: Ordinary Shares · 476 shares Expires not disclosed F1 · security: The reported securities represent a Conditional Share Award granted under the Ferguson Group Ordinary Share Plan 2019, which entitles the Reporting Person to receive the stated amount of Ordinary Shares on the vesting date, subject to the Reporting Person's continued service through such date (with prorated vesting from and after the grant date in the case of retirement eligibility). F1 · derivative.exercise_price: The reported securities represent a Conditional Share Award granted under the Ferguson Group Ordinary Share Plan 2019, which entitles the Reporting Person to receive the stated amount of Ordinary Shares on the vesting date, subject to the Reporting Person's continued service through such date (with prorated vesting from and after the grant date in the case of retirement eligibility). F1 · price: The reported securities represent a Conditional Share Award granted under the Ferguson Group Ordinary Share Plan 2019, which entitles the Reporting Person to receive the stated amount of Ordinary Shares on the vesting date, subject to the Reporting Person's continued service through such date (with prorated vesting from and after the grant date in the case of retirement eligibility). F2 · derivative.exercise_date: The reported Conditional Share Award is scheduled to vest on October 12, 2026. F2 · derivative.expiration_date: The reported Conditional Share Award is scheduled to vest on October 12, 2026. 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.