Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | March 09, 2022 | March 12, 2022 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | September 30, 2026 | October 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.
BILL Holdings, Inc.
Report date March 09, 2022 · Filed March 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 873 |
Reported balance
After 2022-03-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-09 · Grant · Acquired 873 · Balance 873 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. F2: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.
F2: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.
LOWES COMPANIES INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,508.864 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 67.828 · Balance 1,508.864 F1: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan.
F2: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer.
F3: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 00:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 67.828 | $184.29 | $12,500.02 |
DisclosureSEC source: 0001824800-26-000004 · wk-form4_1790886642.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,508.864 Underlying: Common Stock · 67.828 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| July 09, 2026 Filed Jul 10, 2026 20:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 58.685 | $213.00 | $12,499.91 |
DisclosureSEC source: 0000060667-26-000106 · wk-form4_1783714892.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,432.828 Underlying: Common Stock · 58.685 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 20:01 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-26-000079 · wk-form4_1780344077.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,314.115 Underlying: Common Stock · 1,003 shares Expires not disclosed F1 · derivative.exercise_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2027 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F1 · derivative.expiration_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2027 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F2 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 20:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 52.903 | $236.28 | $12,499.92 |
DisclosureSEC source: 0000060667-26-000038 · wk-form4_1775075097.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,366.865 Underlying: Common Stock · 52.903 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 103.666 | $241.16 | $25,000.09 |
DisclosureSEC source: 0000060667-26-000012 · wk-form4_1767389319.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,308.251 Underlying: Common Stock · 103.666 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 99.479 | $251.31 | $25,000.07 |
DisclosureSEC source: 0000060667-25-000190 · wk-form4_1759435427.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,198.539 Underlying: Common Stock · 99.479 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:08 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 112.679 | $221.87 | $25,000.09 |
DisclosureSEC source: 0000060667-25-000149 · wk-form4_1751486925.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,093.537 Underlying: Common Stock · 112.679 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-25-000125 · wk-form4_1748983629.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,228.479 Underlying: Common Stock · 1,000 shares Expires not disclosed F1 · derivative.exercise_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2026 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F1 · derivative.expiration_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2026 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F2 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:29 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 107.19 | $233.23 | $24,999.92 |
DisclosureSEC source: 0000060667-25-000058 · wk-form4_1743625758.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 975.83 Underlying: Common Stock · 107.19 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:49 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 50.648 | $246.80 | $12,499.93 |
DisclosureSEC source: 0000060667-25-000009 · wk-form4_1735854585.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 864.777 Underlying: Common Stock · 50.648 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 46.151 | $270.85 | $12,500.00 |
DisclosureSEC source: 0000060667-24-000157 · wk-form4_1727900921.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810.668 Underlying: Common Stock · 46.151 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 56.7 | $220.46 | $12,500.08 |
DisclosureSEC source: 0000060667-24-000131 · wk-form4_1719953225.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 760.885 Underlying: Common Stock · 56.7 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-24-000113 · wk-form4_1717534694.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,167.987 Underlying: Common Stock · 1,000 shares Expires not disclosed F1 · derivative.exercise_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2025 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F1 · derivative.expiration_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2025 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F2 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated. Read SEC document |
| March 29, 2024 Filed Apr 2, 2024 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 49.072 | $254.73 | $12,500.11 |
DisclosureSEC source: 0000060667-24-000052 · wk-form4_1712090592.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700.858 Underlying: Common Stock · 49.072 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:52 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 56.167 | $222.55 | $12,499.97 |
DisclosureSEC source: 0000060667-24-000007 · wk-form4_1704318712.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 648.518 Underlying: Common Stock · 56.167 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 60.142 | $207.84 | $12,499.91 |
DisclosureSEC source: 0000060667-23-000155 · wk-form4_1696366057.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589.021 Underlying: Common Stock · 60.142 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 55.383 | $225.70 | $12,499.94 |
DisclosureSEC source: 0000060667-23-000132 · wf-form4_168859036310928.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526.26 Underlying: Common Stock · 55.383 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| May 26, 2023 Filed May 30, 2023 20:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-23-000109 · wf-form4_168548007344699.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,123.873 Underlying: Common Stock · 1,000 shares Expires not disclosed F1 · derivative.exercise_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2024 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F1 · derivative.expiration_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2024 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F2 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 21:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 62.509 | $199.97 | $12,499.92 |
DisclosureSEC source: 0000060667-23-000053 · wf-form4_168055747012681.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468.504 Underlying: Common Stock · 62.509 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 13:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 125.477 | $199.24 | $25,000.04 |
DisclosureSEC source: 0000060667-23-000012 · wf-form4_167275267987422.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404.019 Underlying: Common Stock · 125.477 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 12:10 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 133.113 | $187.81 | $24,999.95 |
DisclosureSEC source: 0000060667-22-000154 · wf-form4_166488544167732.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277.039 Underlying: Common Stock · 133.113 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F3 · balance_after: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 12:08 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 143.127 | $174.67 | $24,999.99 |
DisclosureSEC source: 0000060667-22-000121 · wf-form4_165702291723388.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143.127 Underlying: Common Stock · 143.127 shares Expires not disclosed F1 · security: Represents the credit of deferred compensation to the Reporting Person's deferred stock account under the Issuer's Directors' Deferred Compensation Plan. F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of the Issuer. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 11:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-22-000102 · wf-form4_165408385546959.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires not disclosed F1 · derivative.exercise_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2023 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F1 · derivative.expiration_date: The Deferred Stock Units shall be 100% vested on the earlier of the first anniversary of the date of grant and the day immediately preceding the Issuer's 2023 Annual Meeting of Shareholders. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. Read SEC document |
| March 09, 2022 Filed Mar 12, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018343 · doc4.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 873 Underlying: Common Stock · 873 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. F2 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. F2 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. Read SEC document |
| November 28, 2021 Filed Dec 10, 2021 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069113 · doc4.xml · derivative · entry 2 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295 Underlying: Common Stock · 1,148 shares Expires not disclosed 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_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. Read SEC document |
| November 28, 2021 Filed Dec 10, 2021 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-069113 · doc4.xml · nonDerivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,148 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 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. Read SEC document |
| September 29, 2020 Filed Oct 1, 2020 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 3,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052667 · doc4.xml · derivative · entry 1 Taylor Colleen · CIK 0001824800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,443 Underlying: Common Stock · 3,443 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. 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.