Form 4: POOL Director Shifts 8,658 Shares Among Trusts

Manuel J. Perez de la Mesa, a director at POOL Corp, reported gifting and reallocating 8,658 shares of common stock among various trusts for estate planning purposes.

Summary

• Manuel J. Perez de la Mesa, a Director of POOL Corp, reported multiple gift transactions of common stock on February 23, 2026.
• A total of 8,658 shares were disposed of through gifting: 3,000 shares from direct ownership and 5,658 shares from indirect ownership via Family Trusts.
• Concurrently, a total of 8,658 shares were acquired through gifting into indirect ownership: 3,000 shares into Family Trusts and 5,658 shares into a separate Trust.
• All transactions were reported with a price of $0, indicating non-cash transfers for estate planning.
• Following these transactions, beneficial ownership includes 94,450 shares indirectly held by a Trust, 809,972 shares indirectly held by Family Trusts, and 6,000 shares indirectly held by Immediate Family.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event. While it involves a disposition from direct holdings, the concurrent acquisition into indirect trusts and the nature of the transactions as gifts (Code G) suggest long-term estate planning rather than a negative outlook on the company.

Positives

• The transactions are gifts (Code G) at a $0 price, indicating estate planning rather than open market sales for liquidity, which can sometimes be viewed negatively.
• The net effect is a reallocation of shares among different indirect holdings, suggesting long-term planning by the director.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider gifting, particularly among family trusts, is a common practice for high-net-worth individuals and corporate directors for estate planning and wealth transfer purposes. These types of transactions typically do not reflect a change in the director's confidence in the company's future performance, unlike open market purchases or sales.

Related Party Transactions

• The transactions involve a director of POOL Corp and transfers to various trusts, which are considered related parties.
• The gifts of common stock at $0 price are transfers between the director's direct and indirect beneficial ownership structures.

Stakeholder Impact

• Shareholders: Minimal direct impact. The total beneficial ownership of the director remains largely consistent in terms of total shares, just reallocated. It signals long-term planning by a director.
• Company: No direct operational or financial impact.

Key Dates

Keywords

POOL Corp, POOL, Manuel J. Perez de la Mesa, Form 4, insider transaction, beneficial ownership, stock gift, trust, estate planning, director