Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | EVP Chief Brand & Mktg Officer | April 01, 2022 | April 05, 2022 |
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, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,159 |
Reported balance
After 2022-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-01 · Tax withholding · Disposed 692 · Balance 12,159 F1: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of the second of three installments of restricted shares granted on April 1, 2020. F2: Direct holdings include 115 shares acquired under the Lowe's Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 14,793 |
Reported balance
After 2022-04-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-04-01 · Grant · Acquired 2,634 · Balance 14,793 F3: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2025. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $202.40 · Expires 2032-04-01 | Direct | 8,991 |
Reported balance
After 2022-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-04-01 · Grant · Acquired 8,991 · Balance 8,991 F4: The option vests in three annual installments beginning on April 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of the second of three installments of restricted shares granted on April 1, 2020.
F2: Direct holdings include 115 shares acquired under the Lowe's Employee Stock Purchase Plan.
F3: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2025.
F4: The option vests in three annual installments beginning on April 1, 2023.
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, 2022 Filed Apr 5, 2022 11:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 8,991 | $0.00 Strike: $202.40 | $0.00 |
DisclosureSEC source: 0000060667-22-000071 · wf-form4_164915922199633.xml · derivative · entry 3 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,991 Underlying: Common Stock · 8,991 shares Expires 2032-04-01 F4 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 11:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 2,634 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-22-000071 · wf-form4_164915922199633.xml · nonDerivative · entry 2 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,793 F3 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2025. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 11:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 692 | $202.40 | $140,060.80 |
DisclosureSEC source: 0000060667-22-000071 · wf-form4_164915922199633.xml · nonDerivative · entry 1 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,159 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of the second of three installments of restricted shares granted on April 1, 2020. F2 · balance_after: Direct holdings include 115 shares acquired under the Lowe's Employee Stock Purchase Plan. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 12:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,321 | $0.00 Strike: $191.32 | $0.00 |
DisclosureSEC source: 0000060667-21-000060 · wf-form4_161762735197153.xml · derivative · entry 3 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,321 Underlying: Common Stock · 10,321 shares Expires 2031-04-01 F3 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2022. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 12:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 2,705 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-21-000060 · wf-form4_161762735197153.xml · nonDerivative · entry 2 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,736 F2 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2024. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 12:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 695 | $191.32 | $132,967.40 |
DisclosureSEC source: 0000060667-21-000060 · wf-form4_161762735197153.xml · nonDerivative · entry 1 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,031 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of the first of three installments of restricted shares granted on April 1, 2020. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:41 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 20,187 | $0.00 Strike: $80.42 | $0.00 |
DisclosureSEC source: 0000060667-20-000069 · wf-form4_158594649202193.xml · derivative · entry 4 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,187 Underlying: Common Stock · 20,187 shares Expires 2030-04-01 F3 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:41 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,243 | $0.00 Strike: $80.42 | $0.00 |
DisclosureSEC source: 0000060667-20-000069 · wf-form4_158594649202193.xml · derivative · entry 3 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,243 Underlying: Common Stock · 26,243 shares Expires not disclosed F3 · derivative.exercise_date: The option vests in three annual installments beginning on April 1, 2021. F4 · derivative.expiration_date: This option expires on April 1, 2030. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:41 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 4,664 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-20-000069 · wf-form4_158594649202193.xml · nonDerivative · entry 2 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,726 F2 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares vests in three annual installments beginning on April 1, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:41 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 6,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-20-000069 · wf-form4_158594649202193.xml · nonDerivative · entry 1 THALBERG MARISA F · CIK 0001802808 · EVP Chief Brand & Mktg Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,062 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 1, 2023. 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.