Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATRICK INDUSTRIES INCPATK · Entity 4317 | EVP Finance, CFO & Treasurer | March 05, 2025 | March 21, 2025 |
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 March 05, 2025 · Filed March 21, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,805 |
Reported balance
After 2025-03-05 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-03-05 · Tax withholding · Acquired 200 · Balance 35,805 F1: Represents an adjustment to shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a portion of a time-based stock award that vested on March 5, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an adjustment to shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a portion of a time-based stock award that vested on March 5, 2025.
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 |
|---|---|---|---|---|---|---|
| March 05, 2025 Filed Mar 8, 2025 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 2,632 | $86.66 | $228,089.12 |
DisclosureSEC source: 0000076605-25-000085 · wk-form4_1741401190.xml · nonDerivative · entry 1 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,605 F1 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a portion of a time-based stock grant awarded in March 2024 that became vested in March 2025. Read SEC document |
| March 05, 2025 Filed Mar 21, 2025 01:14 UTC Amendment | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 200 | $86.66 | $17,332.00 |
DisclosureSEC source: 0000076605-25-000096 · wk-form4a_1742519652.xml · nonDerivative · entry 1 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,805 F1 · shares: Represents an adjustment to shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a portion of a time-based stock award that vested on March 5, 2025. Read SEC document |
| February 25, 2025 Filed Feb 28, 2025 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 1,687 | $0.00 Strike: $158.05 | $0.00 |
DisclosureSEC source: 0000076605-25-000083 · wk-form4_1740710281.xml · derivative · entry 5 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,687 Underlying: Common Stock · 1,687 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 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 1,688 | $0.00 Strike: $132.31 | $0.00 |
DisclosureSEC source: 0000076605-25-000083 · wk-form4_1740710281.xml · derivative · entry 4 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,688 Underlying: Common Stock · 1,688 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 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 1,687 | $0.00 Strike: $110.76 | $0.00 |
DisclosureSEC source: 0000076605-25-000083 · wk-form4_1740710281.xml · derivative · entry 3 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,687 Underlying: Common Stock · 1,687 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 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 1,688 | $0.00 Strike: $92.72 | $0.00 |
DisclosureSEC source: 0000076605-25-000083 · wk-form4_1740710281.xml · derivative · entry 2 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,688 Underlying: Common Stock · 1,688 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 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 6,750 | $0.00 Strike: $92.72 | $0.00 |
DisclosureSEC source: 0000076605-25-000083 · wk-form4_1740710281.xml · derivative · entry 1 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,750 Underlying: Common Stock · 6,750 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 01:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-25-000035 · wk-form4_1738287796.xml · nonDerivative · entry 2 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,237 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 01:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-25-000035 · wk-form4_1738287796.xml · nonDerivative · entry 1 Roeder Andrew C · CIK 0002014721 · EVP Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,675 F1 · shares: Shares are performance-based and vest after three years upon achievement of target Company objectives. 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.