POOL director records intra-family stock gifts

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.

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.

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

Were Manuel J. Perez de la Mesa’s POOL share transfers market sales or purchases?

They were not market trades; both transactions are coded G as bona fide gifts. The filing reports no purchases or sales, only a disposition and an acquisition via gift transfers between family-related trust entities.

How many POOL CORP shares do Family Trusts hold after the reported gifts?

Following the 2026-08-13 transactions, Family Trusts associated with Manuel J. Perez de la Mesa are reported to hold 896,009 shares of POOL Common Stock indirectly. This reflects their position after the 3,963-share gift disposition recorded in the filing.

What are Manuel J. Perez de la Mesa’s other reported POOL share holdings?

Beyond Family Trust holdings, a Trust holds 44,071 shares indirectly, Manuel J. Perez de la Mesa holds 12,075 shares directly, and his immediate family holds 6,000 shares indirectly, all as of the 2026-08-13 Form 4 report.

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.

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Available on EDGAR 08/14/2026 - 04:18 PM Accepted by SEC EDGAR 08/14/2026 - 04:10 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

PEREZ DE LA MESA MANUEL J

(Last) (First) (Middle)

109 NORTHPARK BLVD.

(Street)

COVINGTON LOUISIANA 70433

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
POOL CORP [ POOL ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/13/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/13/2026		G		3,963	D	$0	896,009	I	by Family Trusts
Common Stock	08/13/2026		G		3,963	A	$0	44,071	I	by Trust
Common Stock								12,075	D
Common Stock								6,000	I	by Immediate Family

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Jennifer Neil For: Manuel Perez de la Mesa	08/14/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)