POOL CORP (POOL) director reports 7,926-share bona fide gift transfers in trusts
Rhea-AI Filing Summary
POOL CORP director Manuel J. Perez de la Mesa reported two bona fide gift transfers of Common Stock on 2026-08-13 between entities associated with him. A Family Trust dispositioned 3,963 shares, while another Trust acquired 3,963 shares, with no price involved. After these transfers, indirect holdings include 896,009 shares by Family Trusts and 44,071 shares by a Trust, and additional positions of 12,075 shares held directly and 6,000 shares held indirectly by immediate family. The Rule 10b5-1 checkbox was not marked as an adopting plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
7,926 shares gifted
Gift
4 txns
Insider
PEREZ DE LA MESA MANUEL J
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 3,963 | $0.00 | $0.00 |
| Gift | Common Stock | 3,963 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 896,009 shares (Indirect, by Family Trusts);
Common Stock — 44,071 shares (Indirect, by Trust);
Common Stock — 12,075 shares (Direct);
Common Stock — 6,000 shares (Indirect, by Immediate Family)
Key Figures
Gifted shares (total): 7,926 shares
Gift disposition: 3,963 shares
Gift acquisition: 3,963 shares
+5 more
8 metrics
Gifted shares (total)
7,926 shares
Aggregate bona fide gifts of Common Stock on 2026-08-13
Gift disposition
3,963 shares
Bona fide gift disposition by Family Trusts on 2026-08-13
Gift acquisition
3,963 shares
Bona fide gift acquisition by Trust on 2026-08-13
Family Trusts indirect holdings
896,009 shares
Indirect Common Stock held by Family Trusts after transactions
Trust indirect holdings
44,071 shares
Indirect Common Stock held by Trust after gift acquisition
Direct holdings
12,075 shares
Common Stock held directly by the reporting person
Immediate family holdings
6,000 shares
Common Stock held indirectly by immediate family
Transaction price per share
$0.00
Reported per-share price for bona fide gift transfers
Key Terms
bona fide gift, indirect, Family Trusts, Rule 10b5-1
4 terms
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
indirect financial
""ownership_type": "indirect""
Family Trusts financial
""nature_of_ownership": "by Family Trusts""
Rule 10b5-1 financial
"document-level Rule 10b5-1 checkbox"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
FAQ
What insider transactions did POOL director Manuel J. Perez de la Mesa report on this Form 4?
He reported two bona fide gift transfers of POOL Common Stock on 2026-08-13, with 3,963 shares dispositioned by Family Trusts and 3,963 shares acquired by another Trust, all at a reported price of $0.00 per share.
Is the POOL Form 4 for Manuel J. Perez de la Mesa under a Rule 10b5-1 trading plan?
The document-level Rule 10b5-1 checkbox is not checked, indicating these reported bona fide gift transactions were not affirmed as being made under a Rule 10b5-1 trading plan in this filing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
