Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ferguson (Jersey) LtdFERG · Entity 88409 | Chief Marketing Officer | October 12, 2023 | October 16, 2023 |
| Ferguson Enterprises Inc. /DE/FERG · Entity 3061 | Chief Marketing Officer | January 06, 2025 | January 07, 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.
Ferguson (Jersey) Ltd
Report date October 12, 2023 · Filed October 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Conditional Share AwardSEC Table II · derivative / convertible security | Direct | 1,272 |
Reported balance
After 2023-10-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-10-12 · Grant · Acquired 1,272 · Balance 1,272 F1: 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: The reported Conditional Share Award is scheduled to vest on October 12, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: The reported Conditional Share Award is scheduled to vest on October 12, 2026.
Ferguson Enterprises Inc. /DE/
Report date January 06, 2025 · Filed January 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,282 |
Reported balance
After 2025-01-06 transaction · row 1
1 source rowRow 1 · 2025-01-06 · Sale · Disposed 2,000 · Balance 4,282 |
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 |
|---|---|---|---|---|---|---|
| January 06, 2025 Filed Jan 7, 2025 21:26 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | SaleCommon Stock | 2,000 | $177.00 | $354,000.00 |
DisclosureSEC source: 0001127602-25-000918 · form4.xml · nonDerivative · entry 1 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,282 Read SEC document |
| October 15, 2024 Filed Oct 16, 2024 21:08 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantStock Options (Right to Buy) · Derivative | 2,298 | $0.00 Strike: $62.92 | $0.00 |
DisclosureSEC source: 0001127602-24-025616 · form4.xml · derivative · entry 7 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,298 Underlying: Common Stock · 2,298 shares Expires 2034-10-15 F7 · 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 21:08 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 1,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025616 · form4.xml · nonDerivative · entry 5 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,282 F5 · 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 21:08 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionConditional Share Award · Derivative | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025616 · form4.xml · derivative · entry 6 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,054 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. F6 · 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 21:08 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | SaleCommon Stock | 1,468 | $201.20 | $295,361.60 |
DisclosureSEC source: 0001127602-24-025616 · form4.xml · nonDerivative · entry 4 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,205 F4 · price: The reported price represents the volume-weighted average price of shares sold. Sale prices for the reported transaction reported ranged between $201.200 and $201.240, 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 21:08 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Exercise / conversionCommon Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025616 · form4.xml · nonDerivative · entry 3 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,673 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. F3 · 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 21:08 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | Tax withholdingCommon Stock | 2,670 | $198.69 | $530,502.30 |
DisclosureSEC source: 0001127602-24-025616 · form4.xml · nonDerivative · entry 2 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,619 Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 21:08 UTC | Ferguson Enterprises Inc. /DE/ FERG · Entity 3061 | GrantCommon Stock | 4,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025616 · form4.xml · nonDerivative · entry 1 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,289 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. F2 · 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 |
| October 12, 2023 Filed Oct 16, 2023 17:00 UTC | Ferguson (Jersey) Ltd FERG · Entity 88409 | GrantConditional Share Award · Derivative | 1,272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-053564 · ownership.xml · derivative · entry 1 Morrissey Victoria · CIK 0001984097 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,272 Underlying: Ordinary Shares · 1,272 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.