Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HOME DEPOT, INC.HD · Entity 2816 | Div. Pres. - Asia | July 01, 2005 | July 06, 2005 |
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.
HOME DEPOT, INC.
Report date July 01, 2005 · Filed July 06, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 205,312.0341 |
Ending reported balance
After 2005-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2005-03-24 · Grant · Acquired 5.3967 · Balance 204,727.102 F1: Acquired pursuant to quarterly dividend. Row 2 · 2005-07-01 · Purchase · Acquired 584.9321 · Balance 205,312.0341 |
| $.05 Common Stock Share EquivalentsSEC Table I · non-derivative | IndirectBy 401(k) Trust | 1,917.5069 |
Reported balance
After 2005-03-24 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2005-03-24 · Grant · Acquired 5.607 · Balance 1,917.5069 F1: Acquired pursuant to quarterly dividend. |
| Restoration Plan Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,916.9273 |
Reported balance
After 2005-03-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2005-03-24 · Grant · Acquired 5.0274 · Balance 1,916.9273 F2: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to quarterly dividend.
F2: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2005 Filed Jul 6, 2005 21:24 UTC | HOME DEPOT, INC. HD · Entity 2816 | Purchase$.05 Common Stock | 584.9321 | $33.07 | $19,340.78 |
DisclosureSEC source: 0001209191-05-035763 · doc4.xml · nonDerivative · entry 2 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,312.0341 Read SEC document |
| March 24, 2005 Filed Jul 6, 2005 21:24 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantRestoration Plan Stock Units · Derivative | 5.0274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035763 · doc4.xml · derivative · entry 4 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,916.9273 Underlying: Common Stock · 5.0274 shares Expires not disclosed F2 · derivative.exercise_price: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F2 · derivative.exercise_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F2 · derivative.expiration_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. Read SEC document |
| March 24, 2005 Filed Jul 6, 2005 21:24 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock Share Equivalents | 5.607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035763 · doc4.xml · nonDerivative · entry 3 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Trust Disclosed balance after: 1,917.5069 F1 · shares: Acquired pursuant to quarterly dividend. Read SEC document |
| March 24, 2005 Filed Jul 6, 2005 21:24 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 5.3967 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035763 · doc4.xml · nonDerivative · entry 1 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,727.102 F1 · shares: Acquired pursuant to quarterly dividend. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:50 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 20,000 | $0.00 Strike: $37.70 | $0.00 |
DisclosureSEC source: 0001209191-05-017590 · doc4.xml · derivative · entry 2 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,328 Underlying: Common Stock · 20,000 shares Expires 2015-03-22 F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:50 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-017590 · doc4.xml · nonDerivative · entry 1 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,150.0025 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Read SEC document |
| March 14, 2005 Filed Mar 18, 2005 01:30 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 12,000 | $39.37 | $472,440.00 |
DisclosureSEC source: 0001209191-05-016441 · doc4.xml · nonDerivative · entry 1 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 1,913 Read SEC document |
| September 18, 2004 Filed Sep 21, 2004 22:10 UTC | HOME DEPOT, INC. HD · Entity 2816 | Tax withholding$.05 Common Stock | 974 | $38.31 | $37,313.94 |
DisclosureSEC source: 0001209191-04-045188 · doc4.xml · nonDerivative · entry 1 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,447.045 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. F2 · balance_after: Includes shares acquired under The Home Depot, Inc. Amended and Restated Employee Stock Purchase Plan. Read SEC document |
| August 25, 2004 Filed Sep 21, 2004 22:09 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 1,800 | $36.42 | $65,556.00 |
DisclosureSEC source: 0001209191-04-045187 · doc4.xml · nonDerivative · entry 3 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,021.045 Read SEC document |
| August 25, 2004 Filed Sep 21, 2004 22:09 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 300 | $36.43 | $10,929.00 |
DisclosureSEC source: 0001209191-04-045187 · doc4.xml · nonDerivative · entry 2 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,821.045 Read SEC document |
| August 25, 2004 Filed Sep 21, 2004 22:09 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 1,300 | $36.44 | $47,372.00 |
DisclosureSEC source: 0001209191-04-045187 · doc4.xml · nonDerivative · entry 1 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,121.045 Read SEC document |
| August 06, 2004 Filed Aug 10, 2004 21:50 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-040227 · doc4.xml · derivative · entry 2 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,328 Underlying: Common Stock · 25,000 shares Expires 2014-08-05 F2 · deemedExecutionDate: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| August 06, 2004 Filed Aug 10, 2004 21:50 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-040227 · doc4.xml · nonDerivative · entry 1 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,421.045 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 62. Read SEC document |
| March 17, 2004 Filed Mar 19, 2004 22:16 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 31,500 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-04-016746 · doc4.xml · derivative · entry 3 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Central 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,500 Underlying: Common Stock · 31,500 shares Expires 2014-03-16 F3 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| March 17, 2004 Filed Mar 19, 2004 22:16 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 13,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-016746 · doc4.xml · nonDerivative · entry 1 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Central 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,176.529 F1 · acquired: Shares of restricted stock granted under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan. Read SEC document |
| January 31, 2004 Filed Feb 3, 2004 22:59 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantRestoration Plan Stock Units · Derivative | 506.0882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-006532 · doc4.xml · derivative · entry 2 PATTERSON WILLIAM E · CIK 0001277321 · Div. Pres. - Central 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,446.5391 Underlying: Common Stock · 506.0882 shares Expires not disclosed F2 · derivative.exercise_price: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F2 · derivative.exercise_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F2 · derivative.expiration_date: The restoration plan stock units were acquired under The Home Depot FutureBuilder Restoration Plan and convert to shares of common stock on a one-for-one basis upon a distribution event under the terms of the Plan. F3 · balance_after: Includes units accrued pursuant to dividend reinvestment. 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.