Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | Director | May 31, 2019 | June 04, 2019 |
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 May 31, 2019 · Filed June 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,499.319 |
Reported balance
After 2019-05-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-31 · Grant · Acquired 1,900 · Balance 10,499.319 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 |
|---|---|---|---|---|---|---|
| May 31, 2019 Filed Jun 4, 2019 12:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-19-000106 · wf-form4_155965085864184.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · 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 |
| June 01, 2018 Filed Jun 5, 2018 12:38 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-18-000112 · wf-form4_152820223020816.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · 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 |
| June 02, 2017 Filed Jun 6, 2017 12:38 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 2,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-17-000107 · wf-form4_149675268284730.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · 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 |
| May 27, 2016 Filed Jun 1, 2016 14:42 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-16-000339 · edgardoc.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · 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 |
| December 31, 2015 Filed Jan 4, 2016 18:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 263.019 | $76.04 | $19,999.96 |
DisclosureSEC source: 0000060667-16-000206 · edgardoc.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,121.697 Underlying: Common Stock · 263.019 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 13:34 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 284.779 | $70.23 | $20,000.03 |
DisclosureSEC source: 0000060667-15-000173 · edgardoc.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855.441 Underlying: Common Stock · 284.779 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 15:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 298.641 | $66.97 | $19,999.99 |
DisclosureSEC source: 0000060667-15-000121 · edgardoc.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568.369 Underlying: Common Stock · 298.641 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, 2015 Filed Jun 2, 2015 16:24 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 2,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-15-000100 · edgardoc.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · 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 |
| March 31, 2015 Filed Apr 2, 2015 15:08 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 268.853 | $74.39 | $19,999.97 |
DisclosureSEC source: 0000060667-15-000070 · edgardoc.xml · derivative · entry 1 MORGAN JAMES H · CIK 0001044379 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268.853 Underlying: Common Stock · 268.853 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.