Floor Decor Hold SEC Filings

Floor & Decor Holdings (FND): Schedule 13G filing reports that Principal Global Investors beneficially owns 6,121,155 shares of Class A common stock, representing 5.7% of the class as of 09/30/2025.

The filer reports shared voting power over 6,121,155 shares and shared dispositive power over 6,121,155 shares, with no sole voting or dispositive power. Principal Global Investors is identified as an investment adviser (IA). The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Floor & Decor Holdings (FND) reported an insider transaction by its Chief Executive Officer and Director, who exercised a stock option for 6,429 shares of Class A common stock on 11/04/2025 at an exercise price of $21 per share. The filing notes the exercise price was paid in cash and that no shares were sold; all shares received upon exercise were held.

Following the transaction, the reporting person beneficially owned 200,442 shares directly. The option related to this exercise was part of a grant that vested 20% on April 26, 2020 and 40% on each of April 26, 2021 and 2022, with an expiration date of 04/26/2027. After the transaction, 32,879 derivative securities (options) remained beneficially owned.

Floor & Decor Holdings, Inc. (FND) disclosed an insider purchase by its President on 11/03/2025 via a Form 4 filing. The reporting person bought 214 shares of Class A common stock at $60.25 and an additional 4,786 shares at $60.27, both coded “P.”

Following these transactions, the insider’s direct beneficial ownership stood at 30,000 shares of Class A common stock. These entries reflect open-market purchases as reported in Table I of the filing.

Floor & Decor Holdings, Inc. reported Q3 results for the thirteen weeks ended September 25, 2025. Net sales were $1,179,527,000, up 5.5% year over year, and net income was $57,260,000, up 10.8%. Diluted EPS was $0.53. Gross margin was 43.4% versus 43.5% a year ago, as higher distribution center costs offset favorable product margin.

Comparable store sales declined 1.2%, driven by a 3.0% drop in transactions, partly offset by a 1.8% increase in average ticket. The company operated 262 warehouse-format stores and five design studios across 38 states. Adjusted EBITDA was $138,764,000 (11.8% of net sales). Liquidity totaled $893,500,000, including $204,484,000 in cash and $689,000,000 of ABL availability; the ABL was undrawn and term loan balance was $198,716,000.

Year-to-date, net sales rose 6.2% to $3,554,417,000 and net income increased to $169,316,000. The company settled a previously disclosed lawsuit within insurance coverage, recording an offsetting receivable and liability. Contract liabilities were $81,400,000, including $60,000,000 for the modified Pro loyalty program.

Floor & Decor (FND) announced a leadership transition. The Board appointed Bradley S. Paulsen as Chief Executive Officer and director, effective December 26, 2025, the first day of fiscal 2026. Thomas V. Taylor will become Executive Chair on the same date and continue as CEO until then. Director Richard Sullivan will retire at the end of his term and not stand for re‑election at the 2026 annual meeting.

Paulsen’s amended employment agreement provides an annual base salary of $1,000,000 and a target annual bonus of 125% of base salary. Taylor’s amended agreement provides an annual base salary of $800,000 and a target annual bonus of 100% of base salary. No equity awards were granted in connection with the transition. Key severance terms include salary continuation (Paulsen: 24 months) and pro‑rated annual bonuses, with additional payments upon a change in control as specified. The Compensation Committee also enhanced severance terms for the CFO, CAO/CLO, and EVP Merchandising.

Floor & Decor Holdings, Inc. furnished an update on its financial performance. The company announced financial results for the quarter ended September 25, 2025, via a press release furnished as Exhibit 99.1 to a Form 8-K filed on October 30, 2025. The information under Item 2.02, including Exhibit 99.1, is being furnished and is not deemed filed under the Exchange Act, except as expressly incorporated by reference.

John J. Adamson, EVP & CIO of Floor & Decor Holdings, Inc. (FND), reported both an option exercise and a sale on 08/07/2025. He exercised 4,240 stock options with an exercise price of $21.00 per share and acquired 4,240 Class A shares. The filing also shows a sale of 4,240 Class A shares at $79.219 per share. After the reported transactions the form lists 21,587 shares following the acquisition line and 17,347 shares following the sale line; Table II reports 17,099 derivative securities beneficially owned following the transactions. The filing explicitly states the reported option is fully vested and exercisable. The report identifies the filer as an officer and indicates direct ownership for the reported positions.

Transaction: On 08/05/2025, DENNY STEVEN ALAN (EVP, STORE OPERATIONS) reported the surrender of 152 restricted stock units (RSUs) to satisfy tax withholding upon vesting; the filing notes the deemed disposition is exempt under Rule 16b-3(e).

Details: Reported price per share: $82.56; beneficial ownership following the transaction: 18,905 shares (direct). Form 4 was signed on 08/06/2025 by Stacy S. Ingram by Power of Attorney.