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 |
|---|---|---|---|---|---|---|
| March 31, 2020 Filed Apr 2, 2020 11:20 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 152.528 | $86.05 | $13,125.03 |
DisclosureSEC source: 0000060667-20-000048 · wf-form4_158582640395149.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,726.709 Underlying: Common Stock · 152.528 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, 2020 Filed Jan 29, 2021 22:44 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 1,618.4371 | $48.90 | $79,141.57 |
DisclosureSEC source: 0001127602-21-003024 · form5.xml · derivative · entry 10 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 13,410.6413 Underlying: Common Stock · 1,618.4371 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, 2019 Filed Jan 2, 2020 21:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 109.594 | $119.76 | $13,124.98 |
DisclosureSEC source: 0000060667-20-000012 · wf-form4_157800099344643.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,562.375 Underlying: Common Stock · 109.594 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, 2019 Filed Oct 2, 2019 12:05 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 119.362 | $109.96 | $13,125.05 |
DisclosureSEC source: 0000060667-19-000163 · wf-form4_157001790110499.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,440.82 Underlying: Common Stock · 119.362 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, 2019 Filed Jul 2, 2019 12:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 130.066 | $100.91 | $13,124.96 |
DisclosureSEC source: 0000060667-19-000127 · wf-form4_156206949182679.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,308.494 Underlying: Common Stock · 130.066 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, 2019 Filed Jun 4, 2019 12:18 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-19-000104 · wf-form4_155965070391066.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,499.319 Underlying: Common Stock · 1,900 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 |
| March 29, 2019 Filed Apr 2, 2019 12:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 119.896 | $109.47 | $13,125.02 |
DisclosureSEC source: 0000060667-19-000046 · wf-form4_155420728808000.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,168.713 Underlying: Common Stock · 119.896 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, 2019 Filed Feb 3, 2020 18:08 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 1,644.4356 | $42.85 | $70,464.07 |
DisclosureSEC source: 0001127602-20-003012 · form5.xml · derivative · entry 7 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 11,792.2042 Underlying: Common Stock · 1,644.4356 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, 2018 Filed Jan 2, 2019 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 121.806 | $92.36 | $11,250.00 |
DisclosureSEC source: 0000060667-19-000009 · wf-form4_154646404736148.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,038.845 Underlying: Common Stock · 121.806 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 28, 2018 Filed Oct 2, 2018 12:13 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 97.979 | $114.82 | $11,249.95 |
DisclosureSEC source: 0000060667-18-000176 · wf-form4_153848237252750.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,907.652 Underlying: Common Stock · 97.979 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 29, 2018 Filed Jul 3, 2018 11:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 117.715 | $95.57 | $11,250.02 |
DisclosureSEC source: 0000060667-18-000137 · wf-form4_153061898473408.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800.926 Underlying: Common Stock · 117.715 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 01, 2018 Filed Jun 5, 2018 12:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-18-000109 · wf-form4_152820182652123.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,435.684 Underlying: Common Stock · 1,900 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 |
| March 30, 2018 Filed Apr 2, 2018 12:14 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 128.205 | $87.75 | $11,249.99 |
DisclosureSEC source: 0000060667-18-000045 · wf-form4_152267121258515.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,675.06 Underlying: Common Stock · 128.205 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, 2018 Filed Jan 30, 2019 20:21 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 1,486.4988 | $41.40 | $61,541.05 |
DisclosureSEC source: 0001127602-19-003030 · form5.xml · derivative · entry 7 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 10,147.7686 Underlying: Common Stock · 1,486.4988 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, 2017 Filed Jan 3, 2018 13:05 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 121.046 | $92.94 | $11,250.02 |
DisclosureSEC source: 0000060667-18-000008 · wf-form4_151498473178575.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540.555 Underlying: Common Stock · 121.046 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, 2017 Filed Oct 3, 2017 12:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 140.731 | $79.94 | $11,250.04 |
DisclosureSEC source: 0000060667-17-000165 · wf-form4_150703523674349.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,412.052 Underlying: Common Stock · 140.731 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, 2017 Filed Jul 5, 2017 12:24 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 145.105 | $77.53 | $11,249.99 |
DisclosureSEC source: 0000060667-17-000123 · wf-form4_149925748456256.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264.609 Underlying: Common Stock · 145.105 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 02, 2017 Filed Jun 6, 2017 12:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 2,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-17-000103 · wf-form4_149675221923209.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,410.851 Underlying: Common Stock · 2,200 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 |
| March 31, 2017 Filed Apr 3, 2017 20:37 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 136.845 | $82.21 | $11,250.03 |
DisclosureSEC source: 0000060667-17-000052 · wf-form4_149125186345099.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,114.962 Underlying: Common Stock · 136.845 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, 2017 Filed Jan 30, 2018 20:40 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 1,633.9539 | $40.90 | $66,828.71 |
DisclosureSEC source: 0001127602-18-002957 · form5.xml · derivative · entry 7 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 8,661.2698 Underlying: Common Stock · 1,633.9539 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, 2016 Filed Jan 3, 2017 22:01 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 140.607 | $71.12 | $9,999.97 |
DisclosureSEC source: 0000060667-17-000008 · wf-form4_148348072313192.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973.403 Underlying: Common Stock · 140.607 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 |
| September 30, 2016 Filed Oct 4, 2016 12:46 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 138.485 | $72.21 | $10,000.00 |
DisclosureSEC source: 0000060667-16-000393 · wf-form4_147558515676046.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828.38 Underlying: Common Stock · 138.485 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, 2016 Filed Jul 5, 2016 13:17 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 126.31 | $79.17 | $9,999.96 |
DisclosureSEC source: 0000060667-16-000353 · edgardoc.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686.966 Underlying: Common Stock · 126.31 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, 2016 Filed Jun 1, 2016 14:32 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-16-000335 · edgardoc.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,134.929 Underlying: Common Stock · 1,900 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 |
| March 31, 2016 Filed Apr 4, 2016 17:10 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 132.013 | $75.75 | $9,999.98 |
DisclosureSEC source: 0000060667-16-000287 · edgardoc.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558.592 Underlying: Common Stock · 132.013 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, 2016 Filed Jan 30, 2017 21:39 UTC | PUBLIX SUPER MARKETS INC NONE · Entity 24393 | GrantSERP Stock · Derivative | 1,209.4991 | $45.20 | $54,669.36 |
DisclosureSEC source: 0001127602-17-002891 · form5.xml · derivative · entry 7 DOUGLAS LAURIE Z · CIK 0001350569 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By SERP Disclosed balance after: 7,027.3159 Underlying: Common Stock · 1,209.4991 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, 2015 Filed Jan 4, 2016 18:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 131.51 | $76.04 | $10,000.02 |
DisclosureSEC source: 0000060667-16-000203 · edgardoc.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424.927 Underlying: Common Stock · 131.51 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 |
| October 02, 2015 Filed Oct 6, 2015 13:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 142.389 | $70.23 | $9,999.98 |
DisclosureSEC source: 0000060667-15-000170 · edgardoc.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292.311 Underlying: Common Stock · 142.389 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. F3 · date: The regularly scheduled crediting date for the deferred compensation was September 30, 2015. However, during the period beginning September 24, 2015 and ending October 1, 2015, the Reporting Person was subject to trading restrictions imposed under Section 306 of the Sarbanes-Oxley Act of 2002 and Section 104 of Regulation BTR under the Securities Exchange Act of 1934 as a result of a blackout period under the Lowe's 401(k) Plan. See Form 8-K filed by the Issuer for Item 5.04 on August 20, 2015. The crediting of the deferred compensation was delayed until the expiration of the trading restrictions. 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. F4 · 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, 2015 Filed Jul 2, 2015 15:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 149.321 | $66.97 | $10,000.03 |
DisclosureSEC source: 0000060667-15-000118 · edgardoc.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149.321 Underlying: Common Stock · 149.321 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 29, 2015 Filed Jun 2, 2015 16:18 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 2,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-15-000096 · edgardoc.xml · derivative · entry 1 DOUGLAS LAURIE Z · CIK 0001350569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Underlying: Common Stock · 2,200 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. 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.