Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDEX CORPFDX · Entity 2962 | Director | August 28, 2026 | August 31, 2026 |
| HOME DEPOT, INC.HD · Entity 2816 | EVP - U.S. Stores | September 21, 2014 | September 23, 2014 |
| J C PENNEY CO INCJCP · Entity 16599 | Director · Chairman and CEO | March 19, 2018 | March 21, 2018 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director · Chairman, President & CEO | April 01, 2026 | April 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FEDEX CORP
Report date August 28, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,903 |
Reported balance
After 2026-08-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-28 · Exercise / conversion · Acquired 5,042 · Balance 13,903 F1: Ownership has been adjusted to reflect 11 shares that were acquired via dividend reinvestment as a result of dividends paid to all shareholders. |
| Common StockSEC Table I · non-derivative | Direct | 11,806 |
Reported balance
After 2026-08-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-28 · Tax withholding · Disposed 2,097 · Balance 11,806 F2: Represents the number of shares withheld by the Issuer as a result of the net exercise of stock options and used to pay the exercise price in accordance with the FedEx's 2010 Omnibus Stock Incentive Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $137.85 · Expires 2026-09-26 | Direct | 0 |
Reported balance
After 2026-08-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-28 · Exercise / conversion · Disposed 5,042 · Balance 0 F3: In connection with the issuer's spin off of FedEx Freight Holding Company, Inc. on June 1, 2026, the reporting person's outstanding stock options were adjusted pursuant to the issuer's omnibus stock incentive plan to preserve the intrinsic value of the awards. F4: These options first exercisable one year from date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership has been adjusted to reflect 11 shares that were acquired via dividend reinvestment as a result of dividends paid to all shareholders.
F2: Represents the number of shares withheld by the Issuer as a result of the net exercise of stock options and used to pay the exercise price in accordance with the FedEx's 2010 Omnibus Stock Incentive Plan.
F3: In connection with the issuer's spin off of FedEx Freight Holding Company, Inc. on June 1, 2026, the reporting person's outstanding stock options were adjusted pursuant to the issuer's omnibus stock incentive plan to preserve the intrinsic value of the awards.
F4: These options first exercisable one year from date of grant.
HOME DEPOT, INC.
Report date September 21, 2014 · Filed September 23, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 182,902 |
Reported balance
After 2014-09-21 transaction · row 1
1 source rowRow 1 · 2014-09-21 · Tax withholding · Disposed 4,515 · Balance 182,902 |
J C PENNEY CO INC
Report date March 19, 2018 · Filed March 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock of 50 cents Par ValueSEC Table I · non-derivative | Direct | 2,845,487 |
Ending reported balance
After 2018-03-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-19 · Tax withholding · Disposed 85,461 · Balance 3,064,153 F1: Represents shares withheld to satisfy tax withholding obligation upon vesting of time-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan as required by the Issuer. These shares were not sold by the reporting person in the open market. Row 2 · 2018-03-19 · Tax withholding · Disposed 218,666 · Balance 2,845,487 F2: Represents shares withheld to satisfy tax withholding obligation upon vesting of performance-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan as required by the Issuer. These shares were not sold by the reporting person in the open market. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligation upon vesting of time-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan as required by the Issuer. These shares were not sold by the reporting person in the open market.
F2: Represents shares withheld to satisfy tax withholding obligation upon vesting of performance-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan as required by the Issuer. These shares were not sold by the reporting person in the open market.
LOWES COMPANIES INC
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 260,460 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Tax withholding · Disposed 7,875 · Balance 223,168 F1: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on April 1, 2023. Row 2 · 2026-04-01 · Grant · Acquired 37,292 · Balance 260,460 F2: Restricted stock granted pursuant to 2006 Long Term Incentive Plan. These shares will fully vest on April 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on April 1, 2023.
F2: Restricted stock granted pursuant to 2006 Long Term Incentive Plan. These shares will fully vest on April 1, 2029.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 17, 2022 Filed Mar 21, 2022 11:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPerformance Share Units · Derivative | 75,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-22-000032 · wf-form4_164786390192406.xml · derivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,220 Underlying: Common Stock · 75,220 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the Issuer's common stock. The performance share units were granted on April 1, 2019 and were subject to the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2021. On March 17, 2022, the Compensation Committee of the Issuer's Board of Directors certified the performance metrics and determined the number of performance share units that were earned. The performance share units continue to be subject to a service condition that will be satisfied on April 1, 2022. F1 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the Issuer's common stock. The performance share units were granted on April 1, 2019 and were subject to the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2021. On March 17, 2022, the Compensation Committee of the Issuer's Board of Directors certified the performance metrics and determined the number of performance share units that were earned. The performance share units continue to be subject to a service condition that will be satisfied on April 1, 2022. F1 · derivative.expiration_date: Each performance share unit represents a contingent right to receive one share of the Issuer's common stock. The performance share units were granted on April 1, 2019 and were subject to the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2021. On March 17, 2022, the Compensation Committee of the Issuer's Board of Directors certified the performance metrics and determined the number of performance share units that were earned. The performance share units continue to be subject to a service condition that will be satisfied on April 1, 2022. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 21:07 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 2,850 | $0.00 Strike: $227.47 | $0.00 |
DisclosureSEC source: 0001127602-21-025934 · form4.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,850 Underlying: Common Stock · 2,850 shares Expires 2031-09-27 F2 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 21:07 UTC | FEDEX CORP FDX · Entity 2962 | GrantCommon Stock | 307 | $227.47 | $69,831.76 |
DisclosureSEC source: 0001127602-21-025934 · form4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,989 F1 · price: This common stock was issued in lieu of annual retainer fees of $70,000 (rounded down to the nearest whole share). Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 20:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 22,927 | $195.71 | $4,487,043.17 |
DisclosureSEC source: 0000060667-21-000139 · wf-form4_162560182217190.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,435 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on July 2, 2018. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 12:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 51,691 | $0.00 Strike: $191.32 | $0.00 |
DisclosureSEC source: 0000060667-21-000053 · wf-form4_161762603863141.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,691 Underlying: Common Stock · 51,691 shares Expires 2031-04-01 F2 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2022. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 12:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 13,548 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-21-000053 · wf-form4_161762603863141.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,362 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2024. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 23:44 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 2,590 | $0.00 Strike: $234.73 | $0.00 |
DisclosureSEC source: 0001127602-20-025591 · form4.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,590 Underlying: Common Stock · 2,590 shares Expires 2030-09-21 F2 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 23:44 UTC | FEDEX CORP FDX · Entity 2962 | GrantCommon Stock | 281 | $234.73 | $65,959.13 |
DisclosureSEC source: 0001127602-20-025591 · form4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,682 F1 · price: This common stock was issued in lieu of annual retainer fees of $66,000 (rounded down to the nearest whole share). Read SEC document |
| July 22, 2020 Filed Jul 22, 2020 20:58 UTC | FEDEX CORP FDX · Entity 2962 | PurchaseCommon Stock | 2,200 | $164.53 | $361,966.00 |
DisclosureSEC source: 0001127602-20-021971 · form4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,401 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:34 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 120,014 | $0.00 Strike: $80.42 | $0.00 |
DisclosureSEC source: 0000060667-20-000064 · wf-form4_158594604980640.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,014 Underlying: Common Stock · 120,014 shares Expires 2030-04-01 F2 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:34 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 27,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-20-000064 · wf-form4_158594604980640.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,814 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2023. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 12:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | PurchaseCommon Stock | 10,000 | $103.86 | $1,038,595.00 |
DisclosureSEC source: 0000060667-20-000031 · wf-form4_158384375733429.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,090 F1 · price: This transaction was executed at multiple prices ranging from $103.82 to $103.875. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 21:23 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 5,325 | $0.00 Strike: $147.28 | $0.00 |
DisclosureSEC source: 0001127602-19-029043 · form4.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,325 Underlying: Common Stock · 5,325 shares Expires 2029-09-23 F2 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| September 23, 2019 Filed Sep 24, 2019 21:23 UTC | FEDEX CORP FDX · Entity 2962 | GrantCommon Stock | 448 | $147.28 | $65,981.44 |
DisclosureSEC source: 0001127602-19-029043 · form4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,201 F1 · price: This common stock was issued in lieu of annual retainer fees of $66,000 (rounded down to the nearest whole share). Read SEC document |
| May 24, 2019 Filed May 29, 2019 12:20 UTC | LOWES COMPANIES INC LOW · Entity 2896 | PurchaseCommon Stock | 10,000 | $95.05 | $950,538.00 |
DisclosureSEC source: 0000060667-19-000078 · wf-form4_155913243332278.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,090 F1 · price: This transaction was executed at multiple prices ranging from $94.84 to $95.26. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 12:26 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 82,460 | $0.00 Strike: $108.93 | $0.00 |
DisclosureSEC source: 0000060667-19-000062 · wf-form4_155429439564219.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,460 Underlying: Common Stock · 82,460 shares Expires 2029-04-01 F2 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2020. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 12:26 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 18,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-19-000062 · wf-form4_155429439564219.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,090 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2022. Read SEC document |
| September 24, 2018 Filed Sep 25, 2018 20:30 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 2,780 | $0.00 Strike: $244.88 | $0.00 |
DisclosureSEC source: 0001127602-18-028316 · form4.xml · derivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,780 Underlying: Common Stock · 2,780 shares Expires 2028-09-24 F1 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 20:30 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionStock Option (Right to Buy) · Derivative | 223 | $0.00 Strike: $137.60 | $0.00 |
DisclosureSEC source: 0001127602-18-023953 · form4.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 223 shares Expires 2024-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 20:30 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionCommon Stock | 223 | $137.60 | $30,684.80 |
DisclosureSEC source: 0001127602-18-023953 · form4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 12:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 166,240 | $0.00 Strike: $94.87 | $0.00 |
DisclosureSEC source: 0000060667-18-000142 · wf-form4_153079492048436.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,240 Underlying: Common Stock · 166,240 shares Expires 2028-07-02 F2 · derivative.exercise_date: The option vests in three annual installments beginning on July 2, 2019. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 12:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 51,290 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-18-000142 · wf-form4_153079492048436.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,290 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on July 2, 2021. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 16:35 UTC | J C PENNEY CO INC JCP · Entity 16599 | Tax withholdingCommon Stock of 50 cents Par Value | 218,666 | $3.09 | $675,677.94 |
DisclosureSEC source: 0001140361-18-014456 · doc1.xml · nonDerivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,845,487 F2 · shares: Represents shares withheld to satisfy tax withholding obligation upon vesting of performance-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan as required by the Issuer. These shares were not sold by the reporting person in the open market. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 16:35 UTC | J C PENNEY CO INC JCP · Entity 16599 | Tax withholdingCommon Stock of 50 cents Par Value | 85,461 | $3.09 | $264,074.49 |
DisclosureSEC source: 0001140361-18-014456 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064,153 F1 · shares: Represents shares withheld to satisfy tax withholding obligation upon vesting of time-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan as required by the Issuer. These shares were not sold by the reporting person in the open market. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 16:37 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 487,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-012839 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,149,614 F1 · shares: Represents restricted stock units granted under the Company's 2016 Long-Term Incentive Plan. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 16:54 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 81,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-010837 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,662,149 F1 · shares: Represents earn-out of 2017 portion of previously awarded performance-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan. The earned restricted stock units are subject to time-based vesting and will fully vest and be distributed to the reporting person on March 19, 2018. Read SEC document |
| February 01, 2018 Filed Feb 1, 2018 22:07 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,530 | $0.00 Strike: $137.60 | $0.00 |
DisclosureSEC source: 0001127602-18-003349 · form4.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223 Underlying: Common Stock · 1,530 shares Expires 2024-03-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| February 01, 2018 Filed Feb 1, 2018 22:07 UTC | FEDEX CORP FDX · Entity 2962 | Exercise / conversionCommon Stock | 1,530 | $137.60 | $210,528.00 |
DisclosureSEC source: 0001127602-18-003349 · form4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,530 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 17:19 UTC | J C PENNEY CO INC JCP · Entity 16599 | Tax withholdingCommon Stock of 50 cents Par Value | 271,791 | $3.29 | $894,192.39 |
DisclosureSEC source: 0001140361-17-043390 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,580,489 F1 · shares: Represents shares withheld to satisfy tax withholding obligation upon vesting of time-based restricted stock units as required by the Issuer. These shares were not sold by the reporting person in the open market. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 14:52 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 3,015 | $0.00 Strike: $219.26 | $0.00 |
DisclosureSEC source: 0001127602-17-028187 · form4.xml · derivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,015 Underlying: Common Stock · 3,015 shares Expires 2027-09-25 F1 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| August 18, 2017 Filed Aug 18, 2017 15:18 UTC | J C PENNEY CO INC JCP · Entity 16599 | PurchaseCommon Stock of 50 cents Par Value | 100,000 | $3.48 | $347,930.00 |
DisclosureSEC source: 0001140361-17-032690 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,852,280 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.465 to $3.51, inclusive. The reporting person undertakes to provide any security holder of J. C. Penney Company, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:14 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantEmployee stock option/Right to Buy · Derivative | 597,270 | $0.00 Strike: $5.96 | $0.00 |
DisclosureSEC source: 0001140361-17-011087 · doc1.xml · derivative · entry 2 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,270 Underlying: Common Stock · 597,270 shares Expires 2027-03-05 F2 · shares: Represents grant of employee stock options under the Company's 2016 Long-Term Incentive Plan which vest one-third on March 6, 2018, one-third on March 6, 2019 and one-third on March 6, 2020. F2 · derivative.exercise_date: Represents grant of employee stock options under the Company's 2016 Long-Term Incentive Plan which vest one-third on March 6, 2018, one-third on March 6, 2019 and one-third on March 6, 2020. F3 · balance_after: Represents current grant of stock options. Including the reported grant, Mr. Ellison beneficially owns an aggregate of 1,426,673 stock options at various exercise prices. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:14 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 293,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-011087 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,752,280 F1 · shares: Represents restricted stock units granted under the Company's 2016 Long-Term Incentive Plan. Read SEC document |
| March 01, 2017 Filed Mar 1, 2017 17:34 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 190,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010046 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,458,656 F1 · shares: Represents earn-out of 2016 portion of previously awarded performance-based restricted stock units granted under the Company's 2014 Long-Term Incentive Plan. The earned restricted stock units are subject to time-based vesting and will fully vest and be distributed to the reporting person on March 19, 2018. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 17:36 UTC | J C PENNEY CO INC JCP · Entity 16599 | Tax withholdingCommon Stock of 50 cents Par Value | 288,912 | $9.43 | $2,724,440.16 |
DisclosureSEC source: 0001140361-16-087292 · doc1.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,268,405 F1 · shares: Represents shares withheld to satisfy tax withholding obligation upon vesting of time-based restricted stock units as required by the Issuer. These shares were not sold by the reporting person in the open market. Read SEC document |
| September 26, 2016 Filed Sep 27, 2016 18:54 UTC | FEDEX CORP FDX · Entity 2962 | GrantStock Option (Right to Buy) · Derivative | 3,980 | $0.00 Strike: $174.64 | $0.00 |
DisclosureSEC source: 0001127602-16-063243 · form4.xml · derivative · entry 1 Ellison Marvin R · CIK 0001350382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,980 Underlying: Common Stock · 3,980 shares Expires 2026-09-26 F1 · derivative.exercise_date: These options first exercisable one year from date of grant. Read SEC document |
| September 21, 2014 Filed Sep 23, 2014 21:51 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 4,515 | $92.34 | $416,915.10 |
DisclosureSEC source: 0001209191-14-059405 · doc4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,902 Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversionEmployee Stock Options · Derivative | 28,422 | $0.00 Strike: $23.28 | $0.00 |
DisclosureSEC source: 0001209191-14-054698 · doc4.xml · derivative · entry 7 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,079 Underlying: Common Stock · 28,422 shares Expires 2019-03-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options have vested in their entirety and are fully exercisable. Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversionEmployee Stock Options · Derivative | 45,331 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001209191-14-054698 · doc4.xml · derivative · entry 6 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461,501 Underlying: Common Stock · 45,331 shares Expires 2018-11-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options have vested in their entirety and are fully exercisable. Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversionEmployee Stock Options · Derivative | 19,073 | $0.00 Strike: $26.84 | $0.00 |
DisclosureSEC source: 0001209191-14-054698 · doc4.xml · derivative · entry 5 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506,832 Underlying: Common Stock · 19,073 shares Expires 2018-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options have vested in their entirety and are fully exercisable. Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 92,826 | $91.23 | $8,468,515.98 |
DisclosureSEC source: 0001209191-14-054698 · doc4.xml · nonDerivative · entry 4 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,417 Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversion$.05 Common Stock | 28,422 | $23.28 | $661,664.16 |
DisclosureSEC source: 0001209191-14-054698 · doc4.xml · nonDerivative · entry 3 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,243 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversion$.05 Common Stock | 45,331 | $18.52 | $839,530.12 |
DisclosureSEC source: 0001209191-14-054698 · doc4.xml · nonDerivative · entry 2 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,821 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 25, 2014 Filed Aug 27, 2014 21:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversion$.05 Common Stock | 19,073 | $26.84 | $511,919.32 |
DisclosureSEC source: 0001209191-14-054698 · doc4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,490 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 26, 2014 Filed Mar 27, 2014 21:11 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 67,873 | $0.00 Strike: $78.87 | $0.00 |
DisclosureSEC source: 0001209191-14-023495 · doc4.xml · derivative · entry 3 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,905 Underlying: Common Stock · 67,873 shares Expires 2024-03-25 F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and vest annually in 25% increments beginning on the second anniversary of the grant date. Read SEC document |
| March 26, 2014 Filed Mar 27, 2014 21:11 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 11,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023495 · doc4.xml · nonDerivative · entry 2 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,417 F1 · shares: The restricted shares were issued under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan. The shares vest 50% after 30 months and the remaining 50% after 60 months, subject to earlier forfeiture if Fiscal 2014 operating profit is less than 90% of the target operating profit goal under the Company's Fiscal 2014 Management Incentive Plan. Read SEC document |
| March 25, 2014 Filed Mar 27, 2014 21:11 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 7,827 | $79.47 | $622,011.69 |
DisclosureSEC source: 0001209191-14-023495 · doc4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,584 Read SEC document |
| March 03, 2014 Filed Mar 5, 2014 22:02 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 25,277 | $81.35 | $2,056,283.95 |
DisclosureSEC source: 0001209191-14-017422 · doc4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,411 Read SEC document |
| February 27, 2014 Filed Mar 3, 2014 22:30 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 9,507 | $81.97 | $779,288.79 |
DisclosureSEC source: 0001209191-14-015962 · doc4.xml · nonDerivative · entry 2 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,688 Read SEC document |
| February 27, 2014 Filed Mar 3, 2014 22:30 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 23,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-015962 · doc4.xml · nonDerivative · entry 1 Ellison Marvin R · CIK 0001350382 · EVP - U.S. Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,195 F1 · shares: Reflects performance shares earned upon vesting of the Fiscal 2011-2013 performance share award. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.