Form 4: Ferguson Senior VP Reports Stock Transactions

Ferguson Enterprises Senior VP Robert Camposano Jr. reported multiple transactions involving company common stock and derivative securities, including acquisitions from grants and sales.

Summary

• Senior VP Robert Anthony Camposano Jr. of Ferguson Enterprises Inc. reported several transactions in company common stock and derivative securities.
• Acquired 1,769 shares of common stock on October 13, 2025, from the settlement of an October 13, 2022 grant under the Performance Ordinary Share Plan 2019, following performance certification on September 10, 2025.
• Acquired 870 shares of common stock on October 13, 2025, from the settlement of a Conditional Share Award that vested on the same date.
• Disposed of 1,040 shares of common stock on October 13, 2025, at $231.47 per share for tax withholding purposes.
• Sold 1,600 shares of common stock on October 13, 2025, at a volume-weighted average price of $233.234 per share.
• Acquired 797 Restricted Stock Units (RSUs) on October 14, 2025, under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan.
• Acquired 1,632 Stock Options (Right to Buy) on October 14, 2025, with an exercise price of $235 under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan.
• Beneficial ownership of common stock changed from 10,025 shares to 8,255 shares after the October 13, 2025 transactions, and then increased to 9,052 shares after the October 14, 2025 RSU acquisition.
• Beneficial ownership of derivative securities (stock options) is now 1,632.

Sentiment

Score: 5

Explanation: The filing reports a mix of equity acquisitions (from grants/vesting) and dispositions (for tax and sale), which is typical for executive compensation. It does not indicate a strong positive or negative sentiment towards the company's future prospects, but rather routine compensation activity.

Positives

• Acquisition of 1,769 common shares from a performance-based grant, indicating achievement of performance targets.
• Acquisition of 870 common shares from a vested Conditional Share Award.
• Grant of 797 Restricted Stock Units (RSUs), providing future equity incentive.
• Grant of 1,632 Stock Options, offering future upside potential tied to company performance.

Negatives

• Disposition of 1,040 common shares for tax withholding purposes.
• Sale of 1,600 common shares at a volume-weighted average price of $233.234.

Future Outlook

The newly granted Restricted Stock Units and Stock Options will vest in three equal annual installments beginning on October 14, 2026, contingent on the reporting person's continued service or eligible retirement.

Industry Context

This filing represents routine insider transactions related to executive compensation, including the vesting of previously granted equity awards and new grants of restricted stock units and stock options. Such activities are common across publicly traded companies as part of their executive incentive and retention programs, aligning management interests with shareholder value.

Stakeholder Impact

• Shareholders: Minor impact from routine insider transactions; reflects ongoing executive compensation structure.
• Management: Robert Anthony Camposano Jr. continues to receive equity incentives, aligning his interests with long-term company performance.

Next Steps

• First annual vesting of Restricted Stock Units on October 14, 2026.
• First annual vesting of Stock Options on October 14, 2026.

Key Dates

Keywords

Ferguson Enterprises, FERG, Insider Transaction, Form 4, Stock Options, Restricted Stock Units, Executive Compensation, Equity Grant, Stock Sale