Form 4: POOL Corp Director Gifts Shares to Trust

A Director at POOL Corp transferred 3,284 shares of common stock to a trust, indicating a non-sale transaction.

Summary

• Manuel J. Perez de la Mesa, a Director of POOL Corp, engaged in a gift transaction of common stock.
• On August 12, 2025, 3,284 shares of common stock were disposed of directly by the Director.
• Concurrently, 3,284 shares of common stock were acquired indirectly by a Trust, with a transaction price of $0.00 per share.
• Following these transactions, the Director's indirect beneficial ownership includes 812,630 shares by Family Trusts, 6,000 shares by Immediate Family, and 97,930 shares by a Trust.

Sentiment

Score: 6

Explanation: The transaction is a non-market gift from a director to a trust, which is a neutral event for the company's operations and financial health. It indicates no immediate change in the director's long-term commitment to the company, as the shares remain within their beneficial control.

Positives

• The transaction is a gift, not a sale, indicating no immediate intent by the director to liquidate holdings for cash.
• The shares remain within entities beneficially owned by the director's family/trusts, maintaining alignment of interests.

Future Outlook

NA

Industry Context

This Form 4 filing details an individual insider transaction and does not provide broader industry context or trends.

Related Party Transactions

• The transaction involves a gift of shares from a director to a trust, which is considered a related party transaction as the trust is beneficially owned by the director.

Stakeholder Impact

• Shareholders: Minimal direct impact as the shares remain within the beneficial ownership of the director's family/trusts, indicating continued alignment of interests.
• Employees, Customers, Suppliers, Creditors: No direct impact from this specific insider transaction.

Key Dates

Recommendation

This Form 4 filing reports a gift of shares from a director to a trust, which is a routine estate planning event and not indicative of a change in the company's fundamental performance or outlook. It does not provide new information that would warrant a change in investment recommendation based solely on this filing.

Keywords

POOL Corp, POOL, Form 4, Insider Transaction, Director Stock, Stock Gift, Beneficial Ownership, Manuel J. Perez de la Mesa