Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | Corp Administration Executive | April 02, 2018 | April 04, 2018 |
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 02, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,871 |
Reported balance
After 2018-04-02 transaction · row 1
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 2,070 · Balance 7,871 F1: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 2, 2021. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $84.59 · Expires 2028-04-02 | Direct | 8,570 |
Reported balance
After 2018-04-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-04-02 · Grant · Acquired 8,570 · Balance 8,570 F3: The option vests in three annual installments beginning on April 2, 2019. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 5,951.278 |
Reported balance
Holding disclosure · report date 2018-04-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,951.278 F2: The information provided for the shares held by the 401(k) Plan in this report is based on a plan statement dated as of March 30, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on April 2, 2021.
F2: The information provided for the shares held by the 401(k) Plan in this report is based on a plan statement dated as of March 30, 2018.
F3: The option vests in three annual installments beginning on April 2, 2019.
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 |
|---|---|---|---|---|---|---|
| November 20, 2009 Filed Nov 24, 2009 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 5,574 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0000060667-09-000146 · edgardoc.xml · derivative · entry 8 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,574 shares Expires 2010-03-01 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 |
| November 20, 2009 Filed Nov 24, 2009 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 956 | $21.36 | $20,420.16 |
DisclosureSEC source: 0000060667-09-000146 · edgardoc.xml · nonDerivative · entry 5 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,829.7968 Read SEC document |
| November 20, 2009 Filed Nov 24, 2009 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 144 | $21.36 | $3,075.84 |
DisclosureSEC source: 0000060667-09-000146 · edgardoc.xml · nonDerivative · entry 4 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,785.7968 Read SEC document |
| November 20, 2009 Filed Nov 24, 2009 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 144 | $19.65 | $2,829.60 |
DisclosureSEC source: 0000060667-09-000146 · edgardoc.xml · nonDerivative · entry 3 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,929.7968 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 |
| November 20, 2009 Filed Nov 24, 2009 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,618 | $21.36 | $98,649.25 |
DisclosureSEC source: 0000060667-09-000146 · edgardoc.xml · nonDerivative · entry 2 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,785.7968 Read SEC document |
| November 20, 2009 Filed Nov 24, 2009 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 5,574 | $19.65 | $109,529.10 |
DisclosureSEC source: 0000060667-09-000146 · edgardoc.xml · nonDerivative · entry 1 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,403.7968 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 |
| September 02, 2009 Filed Sep 3, 2009 15:29 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 13,510 | $20.70 | $279,657.00 |
DisclosureSEC source: 0000060667-09-000118 · edgardoc.xml · nonDerivative · entry 3 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,829.7968 Read SEC document |
| September 02, 2009 Filed Sep 3, 2009 15:29 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 854 | $20.70 | $17,679.08 |
DisclosureSEC source: 0000060667-09-000118 · edgardoc.xml · nonDerivative · entry 2 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,339.7968 Read SEC document |
| September 01, 2009 Filed Sep 3, 2009 15:29 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 6,490 | $20.86 | $135,381.40 |
DisclosureSEC source: 0000060667-09-000118 · edgardoc.xml · nonDerivative · entry 1 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,193.7968 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on September 1, 2005. Read SEC document |
| March 01, 2009 Filed Mar 3, 2009 15:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 38,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000060667-09-000010 · edgardoc.xml · derivative · entry 4 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 38,000 shares Expires 2016-03-01 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 1, 2010. Read SEC document |
| March 01, 2009 Filed Mar 3, 2009 15:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-09-000010 · edgardoc.xml · nonDerivative · entry 1 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,683.7968 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on March 1, 2012. Read SEC document |
| December 18, 2008 Filed Dec 19, 2008 18:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,034 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000159 · edgardoc.xml · derivative · entry 6 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,034 shares Expires 2009-03-01 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. F3 · derivative.exercise_date: 4,114 of the 7,034 non-qualified stock options became exercisable on 3/1/03, and 2,920 became exercisable on 3/1/04. Read SEC document |
| December 18, 2008 Filed Dec 19, 2008 18:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,837 | $23.02 | $42,290.50 |
DisclosureSEC source: 0000060667-08-000159 · edgardoc.xml · nonDerivative · entry 3 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,683.7968 Read SEC document |
| December 18, 2008 Filed Dec 19, 2008 18:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 7,034 | $23.27 | $163,669.93 |
DisclosureSEC source: 0000060667-08-000159 · edgardoc.xml · nonDerivative · entry 2 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,520.7968 F2 · price: This transaction was executed in multiple trades at prices ranging from $23.24 to $23.30. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 18, 2008 Filed Dec 19, 2008 18:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 7,034 | $22.00 | $154,712.83 |
DisclosureSEC source: 0000060667-08-000159 · edgardoc.xml · nonDerivative · entry 1 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,554.7968 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 · balance_after: Direct Holdings include 252 shares acquired under the Lowe's Employee Stock Purchase Plan. Read SEC document |
| August 27, 2008 Filed Aug 29, 2008 13:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70,000 | $0.00 Strike: $22.85 | $0.00 |
DisclosureSEC source: 0000060667-08-000125 · edgardoc.xml · derivative · entry 7 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 70,000 shares Expires 2009-02-01 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 27, 2008 Filed Aug 29, 2008 13:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 5,306 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000125 · edgardoc.xml · derivative · entry 6 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,306 shares Expires 2009-03-01 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. F3 · derivative.exercise_date: 1,194 of the 5,306 incentive stock options became exercisable on 3/1/04, and 4,112 became exercisable on 3/1/05. Read SEC document |
| August 27, 2008 Filed Aug 29, 2008 13:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 75,306 | $24.68 | $1,858,762.94 |
DisclosureSEC source: 0000060667-08-000125 · edgardoc.xml · nonDerivative · entry 3 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,268.7968 F2 · price: This transaction was executed in multiple trades at prices ranging from $24.65 to $24.73. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 27, 2008 Filed Aug 29, 2008 13:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 5,306 | $22.00 | $116,705.47 |
DisclosureSEC source: 0000060667-08-000125 · edgardoc.xml · nonDerivative · entry 2 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,574.7968 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 27, 2008 Filed Aug 29, 2008 13:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 70,000 | $22.85 | $1,599,500.00 |
DisclosureSEC source: 0000060667-08-000125 · edgardoc.xml · nonDerivative · entry 1 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,268.7968 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 · balance_after: Direct Holdings include 213 shares acquired under the Lowe's Employee Stock Purchase Plan. Read SEC document |
| March 01, 2008 Filed Mar 4, 2008 18:14 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $23.97 | $0.00 |
DisclosureSEC source: 0000060667-08-000042 · edgardoc.xml · derivative · entry 5 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2015-03-01 F3 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 1, 2009. Read SEC document |
| March 01, 2008 Filed Mar 4, 2008 18:14 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 539 | $23.97 | $12,919.83 |
DisclosureSEC source: 0000060667-08-000042 · edgardoc.xml · nonDerivative · entry 2 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,055.7968 F2 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2005. Read SEC document |
| March 01, 2008 Filed Mar 4, 2008 18:14 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000042 · edgardoc.xml · nonDerivative · entry 1 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,594.7968 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares are subject to forfeiture if performance standard for fiscal years 2008 through 2010 is not achieved. Read SEC document |
| December 14, 2007 Filed Dec 18, 2007 16:59 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-07-000146 · edgardoc.xml · nonDerivative · entry 1 Peace Nelson B · CIK 0001349960 · SVP Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,594.7968 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on December 14, 2010. F2 · balance_after: Includes 202 shares acquired under the Lowe's Employee Stock Purchase Plan. 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.