Ferguson Enterprises Chief Strategy Officer Reports Rule 10b5-1 Sales and Tax Withholdings
Ferguson Enterprises Inc. /DE/
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Filing Summary
## Ferguson Enterprises Inc. /DE/ (FERG) - Form 4 Filing
**Reporting Owner:** Schlicher Jake (Chief Strategy Officer)
**Filing Date:** 2026-10-16 | **Transaction Dates:** 2026-10-14 to 2026-10-15
### Summary of Transactions
- **Open Market Sales (10b5-1):** 531 shares sold at an average price of ~$222.92 (~$118,350 total)
- **Tax Withholdings (Code F):** 352 shares withheld (~$78,467 total)
- **Dividend Equivalents Acquired:** 14 shares ($0.00)
- **Ending Direct Ownership:** 8,621 shares
*Significance:* Low (Routine 10b5-1 plan sales and tax withholding on vesting)*
Comprehensive Analysis
Executive Summary
On October 16, 2026, Jake Schlicher, Chief Strategy Officer of Ferguson Enterprises Inc. /DE/ (FERG), filed a Form 4 detailing equity transactions conducted on October 14 and October 15, 2026. The reported activity comprises open market dispositions pursuant to a pre-arranged Rule 10b5-1 trading plan, shares withheld for tax obligations upon vesting, and shares acquired as dividend equivalents. Following these transactions, Schlicher directly holds 8,621 shares of Common Stock.
Transaction Breakdown
- Open Market Sales (Code S):
- 2026-10-14: Sold 217 shares at $220.63 per share ($47,876.71 total value).
- 2026-10-15: Sold 314 shares at $224.50 per share ($70,473.00 total value).
- Total Sales: 531 shares totaling $118,349.71 under a Rule 10b5-1 trading plan established on May 13, 2026.
- Tax Withholdings (Code F):
- 2026-10-14: 94 shares withheld at $222.86 per share ($20,948.84).
- 2026-10-15: 258 shares withheld at $222.94 per share ($57,518.52).
- Total Withheld: 352 shares totaling $78,467.36.
- Acquisitions (Code A):
- 2026-10-14: 1 share acquired at $0 (dividend equivalents upon RSU vesting).
- 2026-10-15: 13 shares acquired at $0 (dividend equivalents upon RSU vesting).
Significance Assessment
The overall trading significance is categorized as Low. The open market sales were carried out pursuant to an established Rule 10b5-1 plan adopted months earlier, and the share volume constitutes a minor portion of the executive's total equity holdings. The remaining transactions were non-discretionary tax withholdings and dividend equivalent vestings.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
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