Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | Director | September 30, 2026 | October 02, 2026 |
| PUBLIX SUPER MARKETS INCNONE · Entity 24393 | Senior Vice President | December 27, 2025 | January 23, 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.
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 | 5,008.938 |
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 81.393 · Balance 5,008.938 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.
PUBLIX SUPER MARKETS INC
Report date December 27, 2025 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| SERP StockSEC Table II · derivative / convertible security | IndirectBy SERP | 104,125.7029 |
Reported balance
After 2025-03-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-03-03 · Grant · Acquired 5,979.071 · Balance 104,125.7029 F3: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. |
| Common StockSEC Table I · non-derivative | Direct | 344,870.483 |
Reported balance
Holding disclosure · report date 2025-12-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 344,870.483 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,362.6735 |
Reported balance
Holding disclosure · report date 2025-12-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,362.6735 F1: Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 58,620.8572 |
Reported balance
Holding disclosure · report date 2025-12-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 58,620.8572 F2: Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 36,885.043 |
Reported balance
Holding disclosure · report date 2025-12-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 36,885.043 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c).
F2: Acquired under the Publix Super Markets, Inc. Employee Stock Ownership Plan. Transaction exempt under rule 16b-3(c).
F3: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement 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 00:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 81.393 | $184.29 | $14,999.92 |
DisclosureSEC source: 0001350569-26-000002 · wk-form4_1790886352.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,008.938 Underlying: Common Stock · 81.393 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 20:18 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 70.423 | $213.00 | $15,000.10 |
DisclosureSEC source: 0000060667-26-000103 · wk-form4_1783714701.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,899.465 Underlying: Common Stock · 70.423 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 20:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-26-000085 · wk-form4_1780344215.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,812.585 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 20:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 63.484 | $236.28 | $15,000.00 |
DisclosureSEC source: 0000060667-26-000035 · wk-form4_1775074899.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,803.458 Underlying: Common Stock · 63.484 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 21:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 62.199 | $241.16 | $14,999.91 |
DisclosureSEC source: 0000060667-26-000009 · wk-form4_1767389130.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,719.375 Underlying: Common Stock · 62.199 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 20:13 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 59.687 | $251.31 | $14,999.94 |
DisclosureSEC source: 0000060667-25-000194 · wk-form4_1759435980.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,633.793 Underlying: Common Stock · 59.687 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 20:13 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 67.607 | $221.87 | $14,999.97 |
DisclosureSEC source: 0000060667-25-000153 · wk-form4_1751487176.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,551.113 Underlying: Common Stock · 67.607 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 20:41 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-25-000119 · wk-form4_1748983257.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,449.043 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 20:33 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 64.314 | $233.23 | $14,999.95 |
DisclosureSEC source: 0000060667-25-000062 · wk-form4_1743625986.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,460.507 Underlying: Common Stock · 64.314 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 |
| March 03, 2025 Filed Jan 23, 2026 19:20 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 5,979.071 | $19.20 | $114,798.16 |
DisclosureSEC source: 0000081061-26-000011 · form5.xml · derivative · entry 5 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By SERP Disclosed balance after: 104,125.7029 Underlying: Common Stock · 5,979.071 shares Expires not disclosed F3 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 60.778 | $246.80 | $15,000.01 |
DisclosureSEC source: 0000060667-25-000008 · wk-form4_1735854459.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,376.629 Underlying: Common Stock · 60.778 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 20:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 55.381 | $270.85 | $14,999.94 |
DisclosureSEC source: 0000060667-24-000158 · wk-form4_1727900990.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,297.497 Underlying: Common Stock · 55.381 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 20:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 68.04 | $220.46 | $15,000.10 |
DisclosureSEC source: 0000060667-24-000132 · wk-form4_1719953298.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,221.945 Underlying: Common Stock · 68.04 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 20:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-24-000107 · wk-form4_1717534094.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,122.1 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 20:39 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 58.886 | $254.73 | $15,000.03 |
DisclosureSEC source: 0000060667-24-000049 · wk-form4_1712090330.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,134.264 Underlying: Common Stock · 58.886 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 |
| March 01, 2024 Filed Jan 24, 2025 17:43 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 6,970.6708 | $15.20 | $105,954.20 |
DisclosureSEC source: 0001127602-25-001933 · form5.xml · derivative · entry 5 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By SERP Disclosed balance after: 98,146.6319 Underlying: Common Stock · 6,970.6708 shares Expires not disclosed F3 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 22:01 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 67.401 | $222.55 | $15,000.09 |
DisclosureSEC source: 0000060667-24-000010 · wk-form4_1704319241.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,054.934 Underlying: Common Stock · 67.401 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 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 72.171 | $207.84 | $15,000.02 |
DisclosureSEC source: 0000060667-23-000152 · wk-form4_1696365811.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,965.123 Underlying: Common Stock · 72.171 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 20:49 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 66.46 | $225.70 | $15,000.02 |
DisclosureSEC source: 0000060667-23-000129 · wf-form4_168859015550018.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,873.672 Underlying: Common Stock · 66.46 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 20:49 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-23-000103 · wf-form4_168547978623759.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,794.043 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 21:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 75.011 | $199.97 | $14,999.95 |
DisclosureSEC source: 0000060667-23-000050 · wf-form4_168055728338921.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,788.013 Underlying: Common Stock · 75.011 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 |
| March 01, 2023 Filed Jan 26, 2024 16:16 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 8,147.0271 | $14.55 | $118,539.24 |
DisclosureSEC source: 0001127602-24-002228 · form5.xml · derivative · entry 5 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By SERP Disclosed balance after: 91,175.9611 Underlying: Common Stock · 8,147.0271 shares Expires not disclosed F3 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F3 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 13:27 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 75.286 | $199.24 | $14,999.98 |
DisclosureSEC source: 0000060667-23-000009 · wf-form4_167275245266369.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,694.939 Underlying: Common Stock · 75.286 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 12:07 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 79.868 | $187.81 | $15,000.01 |
DisclosureSEC source: 0000060667-22-000151 · wf-form4_166488526398428.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600.129 Underlying: Common Stock · 79.868 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 12:06 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 85.876 | $174.67 | $14,999.96 |
DisclosureSEC source: 0000060667-22-000118 · wf-form4_165702276725219.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500.713 Underlying: Common Stock · 85.876 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 27, 2022 Filed Jun 1, 2022 11:38 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-22-000096 · wf-form4_165408346884025.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,479.793 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. 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, 2022 Filed Apr 4, 2022 11:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 74.188 | $202.19 | $15,000.07 |
DisclosureSEC source: 0000060667-22-000049 · wf-form4_164907265165559.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,401.343 Underlying: Common Stock · 74.188 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 |
| March 01, 2022 Filed Feb 3, 2023 15:32 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 8,905.402 | $13.76 | $122,538.33 |
DisclosureSEC source: 0001127602-23-003256 · form5.xml · derivative · entry 5 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 83,028.934 Underlying: Common Stock · 8,905.402 shares Expires not disclosed F4 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · shares: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · derivative.underlying_shares: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. F4 · balance_after: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. The number of shares reported has been adjusted for the 5-for-1 split of Publix Super Markets, Inc. common stock effective April 14, 2022. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 12:39 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 50.778 | $258.48 | $13,125.10 |
DisclosureSEC source: 0000060667-22-000008 · wf-form4_164129997804679.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,316.028 Underlying: Common Stock · 50.778 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, 2021 Filed Oct 4, 2021 12:12 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 64.7 | $202.86 | $13,125.04 |
DisclosureSEC source: 0000060667-21-000155 · wf-form4_163334955824466.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,254.082 Underlying: Common Stock · 64.7 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 |
| June 30, 2021 Filed Jul 2, 2021 12:13 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 67.665 | $193.97 | $13,124.98 |
DisclosureSEC source: 0000060667-21-000133 · wf-form4_162522801050325.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,176.282 Underlying: Common Stock · 67.665 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 28, 2021 Filed Jun 2, 2021 11:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-21-000099 · wf-form4_162263481346544.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,182.326 Underlying: Common Stock · 900 shares Expires not disclosed F1 · derivative.exercise_date: All Deferred Stock Units are vested. 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: All Deferred Stock Units are vested. 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 |
| April 22, 2021 Filed Jan 28, 2022 20:36 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 2,800 | $60.20 | $168,560.00 |
DisclosureSEC source: 0001127602-22-002397 · form5.xml · nonDerivative · entry 6 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| April 22, 2021 Filed Jan 28, 2022 20:36 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 2,800 | $60.20 | $168,560.00 |
DisclosureSEC source: 0001127602-22-002397 · form5.xml · nonDerivative · entry 5 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,974.0966 Read SEC document |
| April 01, 2021 Filed Jan 28, 2022 20:36 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 8.1811 | $60.20 | $492.50 |
DisclosureSEC source: 0001127602-22-002397 · form5.xml · nonDerivative · entry 4 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,377.0086 Read SEC document |
| April 01, 2021 Filed Jan 28, 2022 20:36 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 8.1811 | $60.20 | $492.50 |
DisclosureSEC source: 0001127602-22-002397 · form5.xml · nonDerivative · entry 3 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's 401(k) Disclosed balance after: 0 F1 · ownership.nature: Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c). Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 12:09 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 69.014 | $190.18 | $13,125.08 |
DisclosureSEC source: 0000060667-21-000036 · wf-form4_161736529468339.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099.334 Underlying: Common Stock · 69.014 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 |
| March 01, 2021 Filed Jan 28, 2022 20:36 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 1,414.0651 | $60.20 | $85,126.72 |
DisclosureSEC source: 0001127602-22-002397 · form5.xml · derivative · entry 9 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 14,824.7064 Underlying: Common Stock · 1,414.0651 shares Expires not disclosed F2 · derivative.exercise_price: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F2 · derivative.exercise_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. F2 · derivative.expiration_date: Each share of SERP stock is the economic equivalent of one share of common stock. The shares of SERP stock become payable in common stock upon the reporting person's termination of employment in accordance with the Publix Super Markets, Inc. Supplemental Executive Retirement Plan. Read SEC document |
| January 19, 2021 Filed Jan 28, 2022 20:36 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 1,562.4621 | $57.95 | $90,544.68 |
DisclosureSEC source: 0001127602-22-002397 · form5.xml · nonDerivative · entry 2 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's 401(k) Disclosed balance after: 0 F1 · ownership.nature: Acquired under the Publix Super Markets, Inc. 401(k) SMART Plan. Transaction exempt under rule 16b-3(c). Read SEC document |
| January 19, 2021 Filed Jan 28, 2022 20:36 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 1,562.4621 | $57.95 | $90,544.68 |
DisclosureSEC source: 0001127602-22-002397 · form5.xml · nonDerivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's IRA Disclosed balance after: 7,368.8275 Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:05 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 81.771 | $160.51 | $13,125.06 |
DisclosureSEC source: 0000060667-21-000011 · wf-form4_160979789931931.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,019.451 Underlying: Common Stock · 81.771 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 |
| November 17, 2020 Filed Jan 29, 2021 22:44 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 30,244.0966 | $57.95 | $1,752,645.40 |
DisclosureSEC source: 0001127602-21-003024 · form5.xml · nonDerivative · entry 6 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,174.0966 Read SEC document |
| November 17, 2020 Filed Jan 29, 2021 22:44 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 30,244.0966 | $57.95 | $1,752,645.40 |
DisclosureSEC source: 0001127602-21-003024 · form5.xml · nonDerivative · entry 5 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,800 Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 12:23 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 79.133 | $165.86 | $13,125.00 |
DisclosureSEC source: 0000060667-20-000156 · wf-form4_160164138171094.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,927.014 Underlying: Common Stock · 79.133 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 25, 2020 Filed Jan 29, 2021 22:44 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 30,244.0966 | $54.35 | $1,643,766.65 |
DisclosureSEC source: 0001127602-21-003024 · form5.xml · nonDerivative · entry 4 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 30,244.0966 Read SEC document |
| September 25, 2020 Filed Jan 29, 2021 22:44 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 30,244.0966 | $54.35 | $1,643,766.65 |
DisclosureSEC source: 0001127602-21-003024 · form5.xml · nonDerivative · entry 3 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's ESOP Disclosed balance after: 0 Read SEC document |
| September 25, 2020 Filed Jan 29, 2021 22:44 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 5,806.3654 | $54.35 | $315,575.96 |
DisclosureSEC source: 0001127602-21-003024 · form5.xml · nonDerivative · entry 2 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,806.3654 Read SEC document |
| September 25, 2020 Filed Jan 29, 2021 22:44 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | OtherCommon Stock | 5,806.3654 | $54.35 | $315,575.96 |
DisclosureSEC source: 0001127602-21-003024 · form5.xml · nonDerivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse's ESOP Disclosed balance after: 0 Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 12:18 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 97.136 | $135.12 | $13,125.02 |
DisclosureSEC source: 0000060667-20-000125 · wf-form4_159369225160731.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,837.456 Underlying: Common Stock · 97.136 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, 2020 Filed Jun 2, 2020 13:06 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-20-000101 · wf-form4_159110314466783.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,117.133 Underlying: Common Stock · 1,400 shares Expires not disclosed F1 · derivative.exercise_date: All Deferred Stock Units are vested. 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: All Deferred Stock Units are vested. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.