Form 4: POOL CORP Director Gifts Shares, Maintains Substantial Indirect Holdings

Manuel J. Perez de la Mesa, a Director at POOL CORP, reported a gift of 120 shares of common stock, while maintaining significant indirect beneficial ownership.

Summary

• Manuel J. Perez de la Mesa, a Director of POOL CORP (POOL), reported a transaction involving the disposition of 120 shares of common stock on June 16, 2025.
• The transaction was a gift (Transaction Code 'G') with a price of $0 per share.
• Following this transaction, Mr. Perez de la Mesa's indirect beneficial ownership includes 815,914 shares held by Family Trusts, 6,000 shares held by Immediate Family, and 94,646 shares held by a Trust.
• The total indirect beneficial ownership after the reported transaction is 916,560 shares.

Sentiment

Score: 5

Explanation: The document reports a routine insider gift transaction, which is neutral in terms of company performance or strategic direction. It simply updates beneficial ownership.

Positives

• The reporting person, a Director, continues to hold a substantial number of shares indirectly through various trusts and family holdings, totaling 916,560 shares, indicating significant alignment with shareholder interests.

Future Outlook

This document, an SEC Form 4, is a disclosure of an insider transaction and does not contain forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This Form 4 filing is a routine disclosure of an insider stock transaction and does not provide information related to broader industry trends or competitor activities. It reflects a director's personal stock management.

Related Party Transactions

• The transaction involved a gift of shares to family trusts and immediate family, which are considered related parties.

Stakeholder Impact

• Shareholders: Minimal direct impact as the transaction is a small gift and the director retains substantial indirect holdings, indicating continued alignment.
• Employees, Customers, Suppliers, Creditors: No direct impact from this insider transaction disclosure.

Key Dates

Keywords

POOL CORP, POOL, SEC Form 4, Insider Transaction, Director, Stock Gift, Beneficial Ownership, Equity Securities