Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | EVP, GC & Corp. Sec. | April 01, 2023 | April 04, 2023 |
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 April 01, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,415 |
Ending reported balance
After 2023-04-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-04-01 · Exercise / conversion · Acquired 24,062 · Balance 48,939 F1: Each performance share unit represented a contingent right to receive one share of the Issuer's common stock upon the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2022. Row 2 · 2023-04-01 · Tax withholding · Disposed 13,296 · Balance 35,643 F2: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of performance share units granted on September 1, 2020 and restricted shares granted on April 1, 2020. Row 3 · 2023-04-01 · Grant · Acquired 2,772 · Balance 38,415 F3: Restricted stock granted pursuant to 2006 Long Term Incentive Plan. The shares will fully vest on April 1, 2026. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-04-01 · Exercise / conversion · Disposed 24,062 · Balance 0 F4: At the vest date, the performance share units earned converted into an equivalent number of shares of the Issuer's common stock. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $199.97 · Expires 2033-04-01 | Direct | 8,484 |
Reported balance
After 2023-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-04-01 · Grant · Acquired 8,484 · Balance 8,484 F5: The option vests in three annual installments beginning on April 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance share unit represented a contingent right to receive one share of the Issuer's common stock upon the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2022.
F2: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of performance share units granted on September 1, 2020 and restricted shares granted on April 1, 2020.
F3: Restricted stock granted pursuant to 2006 Long Term Incentive Plan. The shares will fully vest on April 1, 2026.
F4: At the vest date, the performance share units earned converted into an equivalent number of shares of the Issuer's common stock.
F5: The option vests in three annual installments beginning on April 1, 2024.
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 |
|---|---|---|---|---|---|---|
| April 01, 2018 Filed Apr 3, 2018 11:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 1,781 | $87.75 | $156,282.75 |
DisclosureSEC source: 0000060667-18-000063 · wf-form4_152275660886024.xml · nonDerivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,338 F2 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of performance share units granted on April 1, 2015. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 11:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 5,945 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-18-000063 · wf-form4_152275660886024.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,119 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each performance share unit represented a contingent right to receive one share of the Issuer's common stock upon the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2017. Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 11:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPerformance Share Units · Derivative | 5,945 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-18-000029 · wf-form4_152180498079114.xml · derivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · CLO & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,945 Underlying: Common Stock · 5,945 shares Expires not disclosed F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the Issuer's common stock. The performance share units were granted on April 1, 2015 and were subject to the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2017. On March 22, 2018, the Compensation Committee of the Issuer's Board of Directors certified the performance metrics and determined the number of performance share units that were earned. The performance share units continue to be subject to a service condition that will be satisfied on April 1, 2018. F1 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the Issuer's common stock. The performance share units were granted on April 1, 2015 and were subject to the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2017. On March 22, 2018, the Compensation Committee of the Issuer's Board of Directors certified the performance metrics and determined the number of performance share units that were earned. The performance share units continue to be subject to a service condition that will be satisfied on April 1, 2018. F1 · derivative.expiration_date: Each performance share unit represents a contingent right to receive one share of the Issuer's common stock. The performance share units were granted on April 1, 2015 and were subject to the achievement of certain pre-established metrics over the three-year performance period ending at the end of fiscal 2017. On March 22, 2018, the Compensation Committee of the Issuer's Board of Directors certified the performance metrics and determined the number of performance share units that were earned. The performance share units continue to be subject to a service condition that will be satisfied on April 1, 2018. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 12:55 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,860 | $0.00 Strike: $82.21 | $0.00 |
DisclosureSEC source: 0000060667-17-000070 · wf-form4_149131050465168.xml · derivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · CLO, Secretary, & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,860 Underlying: Common Stock · 10,860 shares Expires 2027-04-01 F2 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2018. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 12:55 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 2,560 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-17-000070 · wf-form4_149131050465168.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · CLO, Secretary, & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,174 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2020. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 11:13 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,450 | $0.00 Strike: $71.31 | $0.00 |
DisclosureSEC source: 0000060667-16-000381 · edgardoc.xml · derivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · CLO, Secretary, & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,450 Underlying: Common Stock · 26,450 shares Expires 2026-09-15 F2 · derivative.exercise_date: The option vests in three annual installments beginning on September 15, 2017. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 11:13 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 5,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-16-000381 · edgardoc.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · CLO, Secretary, & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,614 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on September 15, 2019. Read SEC document |
| September 15, 2015 Filed Sep 17, 2015 13:41 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 25,760 | $0.00 Strike: $69.44 | $0.00 |
DisclosureSEC source: 0000060667-15-000158 · edgardoc.xml · derivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · General Counsel, Secty, & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,760 Underlying: Common Stock · 25,760 shares Expires 2025-09-15 F2 · derivative.exercise_date: The option vests in three annual installments beginning on September 15, 2016. Read SEC document |
| September 15, 2015 Filed Sep 17, 2015 13:41 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 7,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-15-000158 · edgardoc.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · General Counsel, Secty, & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,884 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on September 15, 2018. Read SEC document |
| March 01, 2006 Filed Mar 3, 2006 18:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $68.32 | $0.00 |
DisclosureSEC source: 0000060667-06-000045 · edgardoc.xml · derivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2013-03-01 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 1, 2007. Read SEC document |
| March 01, 2006 Filed Mar 3, 2006 18:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-06-000045 · edgardoc.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,615 F1 · security: These restricted shares of common stock will vest on the earlier to occur of March 1, 2011 or at the end of the third or fourth fiscal years after the date of grant, if certain performance criteria are met on either of those dates. Read SEC document |
| September 01, 2005 Filed Sep 1, 2005 18:50 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000228 · edgardoc.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,361 Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,525 | $0.00 Strike: $56.75 | $0.00 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · derivative · entry 8 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,050 Underlying: Common Stock · 3,525 shares Expires 2011-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 35,746 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · derivative · entry 7 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,873 Underlying: Common Stock · 35,746 shares Expires 2010-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 4,254 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · derivative · entry 6 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,127 Underlying: Common Stock · 4,254 shares Expires 2010-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,254 | $47.00 | $199,938.00 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · nonDerivative · entry 5 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,254 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,525 | $63.80 | $224,895.00 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · nonDerivative · entry 4 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 3,525 | $56.75 | $200,043.75 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · nonDerivative · entry 3 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,525 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 35,746 | $63.80 | $2,280,594.80 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · nonDerivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 23, 2005 Filed Aug 23, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 35,746 | $47.00 | $1,680,062.00 |
DisclosureSEC source: 0000060667-05-000201 · edgardoc.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,746 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 15:38 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,145 | $0.00 Strike: $58.35 | $0.00 |
DisclosureSEC source: 0000060667-05-000051 · edgardoc.xml · derivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,145 Underlying: Common Stock · 10,145 shares Expires 2012-03-01 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 1, 2006. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 15:38 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000051 · edgardoc.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,361 Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 21:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,575 | $0.00 Strike: $56.75 | $0.00 |
DisclosureSEC source: 0000060667-04-000153 · edgardoc.xml · derivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,575 Underlying: Common Stock · 10,575 shares Expires 2011-03-01 Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 21:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000153 · edgardoc.xml · nonDerivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · SVP General Counsel &Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 23:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 53,619 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0000060667-03-000126 · edgardoc.xml · derivative · entry 2 MCCANLESS ROSS W · CIK 0001240577 · SR VP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,619 Underlying: Common Stock · 53,619 shares Expires 2010-08-01 Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 23:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantIncentive Stock Option (right to buy) · Derivative | 6,381 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0000060667-03-000126 · edgardoc.xml · derivative · entry 1 MCCANLESS ROSS W · CIK 0001240577 · SR VP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,381 Underlying: Common Stock · 6,381 shares Expires 2010-08-01 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.