Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | Chief Operating Officer | September 15, 2017 | September 19, 2017 |
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 15, 2017 · Filed September 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,115 |
Reported balance
After 2017-09-15 transaction · row 1
1 source rowRow 1 · 2017-09-15 · Tax withholding · Disposed 9,510 · Balance 42,115 F1: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on September 15, 2014. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 65,434.252 |
Reported balance
Holding disclosure · report date 2017-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65,434.252 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 August 31, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on September 15, 2014.
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 August 31, 2017.
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 |
|---|---|---|---|---|---|---|
| September 01, 2005 Filed Sep 1, 2005 18:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000223 · edgardoc.xml · nonDerivative · entry 1 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,361 Read SEC document |
| March 18, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock (SOFE) | 378 | $57.19 | $21,617.82 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · nonDerivative · entry 7 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 263 shares acquired under the Lowe's Companies Employee Stock Purchase Plan-Stock Options for Everyone (SOFE) on 5/28/04 and 11/30/04. Read SEC document |
| March 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,991 | $0.00 Strike: $39.30 | $0.00 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · derivative · entry 10 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72 Underlying: Common Stock · 4,991 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. F2 · derivative.exercise_date: 2,617 of the 4,991 became exercisable on 3/1/04, and 2,374 became exercisable on 3/1/05. Read SEC document |
| March 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 243 | $0.00 Strike: $39.30 | $0.00 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · derivative · entry 9 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,544 Underlying: Common Stock · 243 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 |
| March 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 3,366 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · derivative · entry 8 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,366 shares Expires 2008-03-02 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 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,991 | $57.09 | $284,930.20 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · nonDerivative · entry 6 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,991 | $39.30 | $196,146.30 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · nonDerivative · entry 5 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,991 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 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 243 | $57.09 | $13,872.58 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · nonDerivative · entry 4 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 243 | $39.30 | $9,549.90 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · nonDerivative · entry 3 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243 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 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,366 | $57.09 | $192,160.90 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · nonDerivative · entry 2 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 17, 2005 Filed Mar 21, 2005 21:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 3,366 | $27.51 | $92,581.83 |
DisclosureSEC source: 0000060667-05-000077 · edgardoc.xml · nonDerivative · entry 1 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,366 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 2, 2005 20:37 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: 0000060667-05-000035 · edgardoc.xml · derivative · entry 2 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 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 2, 2005 20:37 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000035 · edgardoc.xml · nonDerivative · entry 1 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,361 Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 20:48 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: 0000060667-04-000146 · edgardoc.xml · derivative · entry 2 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 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 20:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000146 · edgardoc.xml · nonDerivative · entry 1 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 Read SEC document |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,826 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · derivative · entry 19 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,826 shares Expires 2008-03-02 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,026 | $0.00 Strike: $23.56 | $0.00 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · derivative · entry 18 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,026 shares Expires 2007-02-02 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 908 | $0.00 Strike: $27.51 | $0.00 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · derivative · entry 17 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,366 Underlying: Common Stock · 908 shares Expires 2008-03-02 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 10,114 | $0.00 Strike: $23.56 | $0.00 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · derivative · entry 16 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,114 shares Expires 2007-02-02 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 4,800 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · derivative · entry 15 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,800 shares Expires 2005-12-03 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 5,826 | $55.15 | $321,304.48 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 10 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 5,826 | $27.51 | $160,244.13 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 9 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,826 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,026 | $55.15 | $56,584.00 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 8 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 1,026 | $23.56 | $24,175.13 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 7 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 908 | $55.15 | $50,076.29 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 6 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 908 | $27.51 | $24,974.54 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 5 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 10,114 | $55.15 | $557,788.11 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 4 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 10,114 | $23.56 | $238,311.13 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 3 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,114 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 |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,800 | $55.15 | $264,720.48 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 2 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 26, 2004 Filed Feb 27, 2004 18:53 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,800 | $22.50 | $108,000.00 |
DisclosureSEC source: 0000060667-04-000094 · edgardoc.xml · nonDerivative · entry 1 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 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 |
| January 30, 2004 Filed Feb 24, 2004 22:39 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (401(k) Account) | 30 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000045 · edgardoc.xml · nonDerivative · entry 1 DAMRON RICKY D · CIK 0001273913 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,280 F1 · shares: Shares acquired under Lowe's Companies, Inc. 401(k) Plan. F2 · price: Shares acquired under Lowe's Companies, Inc. 401(k) Plan. Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 21:14 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 900 | $53.93 | $48,537.00 |
DisclosureSEC source: 0000060667-04-000023 · edgardoc.xml · nonDerivative · entry 2 DAMRON RICKY D · CIK 0001273913 · SR VP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 21:14 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,500 | $53.90 | $80,850.00 |
DisclosureSEC source: 0000060667-04-000023 · edgardoc.xml · nonDerivative · entry 1 DAMRON RICKY D · CIK 0001273913 · SR VP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 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.