Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | March 01, 2022 | March 03, 2022 |
| LOWES COMPANIES INCLOW · Entity 2896 | Chief Customer Officer | March 15, 2014 | March 18, 2014 |
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.
DOLLAR TREE, INC.
Report date March 01, 2022 · Filed March 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 357.88 |
Reported balance
After 2022-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-01 · Grant · Acquired 357.88 · Balance 357.88 F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.
F2: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.
F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.
LOWES COMPANIES INC
Report date March 15, 2014 · Filed March 18, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 290,597 |
Ending reported balance
After 2014-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2014-03-15 · Exercise / conversion · Acquired 6,462.232 · Balance 293,531.232 Row 2 · 2014-03-15 · Tax withholding · Disposed 2,934.232 · Balance 290,597 F1: Reflects shares delivered by the reporting person to satisfy withholding taxes due upon distribution of the phantom deferred stock. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 135,039.091 |
Reported balance
After 2014-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2014-03-15 · Exercise / conversion · Disposed 6,462.232 · Balance 135,039.091 F2: Phantom deferred stock converted into an equivalent number of shares of common stock upon the distribution of the phantom deferred stock pursuant to a distribution election made by the reporting person at the time of the deferral. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 188,017.809 |
Reported balance
Holding disclosure · report date 2014-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 188,017.809 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares delivered by the reporting person to satisfy withholding taxes due upon distribution of the phantom deferred stock.
F2: Phantom deferred stock converted into an equivalent number of shares of common stock upon the distribution of the phantom deferred stock pursuant to a distribution election made by the reporting person at the time of the deferral.
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 |
|---|---|---|---|---|---|---|
| December 05, 2013 Filed Dec 9, 2013 18:34 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 80,000 | $46.71 | $3,736,640.00 |
DisclosureSEC source: 0000060667-13-000175 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,104 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.69 to $46.76. 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 05, 2013 Filed Dec 9, 2013 18:34 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 80,000 | $32.21 | $2,576,800.00 |
DisclosureSEC source: 0000060667-13-000175 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,104 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 16, 2013 Filed Sep 18, 2013 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 33,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-13-000138 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,104 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on September 16, 2016. Read SEC document |
| April 02, 2013 Filed Apr 4, 2013 17:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-13-000060 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,104 Read SEC document |
| March 01, 2013 Filed Mar 4, 2013 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 117,000 | $0.00 Strike: $38.38 | $0.00 |
DisclosureSEC source: 0000060667-13-000029 · edgardoc.xml · derivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,000 Underlying: Common Stock · 117,000 shares Expires 2023-03-01 F3 · derivative.exercise_date: The option vests in three annual installments beginning on March 1, 2014. Read SEC document |
| March 01, 2013 Filed Mar 4, 2013 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-13-000029 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,604 F2 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on March 1, 2016. Read SEC document |
| March 01, 2013 Filed Mar 4, 2013 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 16,391 | $38.38 | $629,086.58 |
DisclosureSEC source: 0000060667-13-000029 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,604 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2010. Read SEC document |
| December 10, 2012 Filed Dec 12, 2012 16:29 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 62,000 | $0.00 Strike: $34.16 | $0.00 |
DisclosureSEC source: 0000060667-12-000225 · edgardoc.xml · derivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62,000 shares Expires 2013-03-01 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: The option vests in three annual installments beginning on March 1, 2007. Read SEC document |
| December 10, 2012 Filed Dec 12, 2012 16:29 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 62,000 | $34.94 | $2,166,528.00 |
DisclosureSEC source: 0000060667-12-000225 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,995 F1 · price: This transaction was executed in multiple trades at prices ranging from $34.93 to $34.9750. 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 10, 2012 Filed Dec 12, 2012 16:29 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 62,000 | $34.16 | $2,117,920.00 |
DisclosureSEC source: 0000060667-12-000225 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,995 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 |
| May 01, 2012 Filed May 3, 2012 18:33 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-12-000118 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,995 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on May 1, 2015. Read SEC document |
| March 26, 2012 Filed Mar 28, 2012 18:37 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 185,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000060667-12-000089 · edgardoc.xml · derivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 185,000 shares Expires 2016-03-01 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: The option vests in three annual installments beginning on March 1, 2010. Read SEC document |
| March 26, 2012 Filed Mar 28, 2012 18:37 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 185,000 | $31.13 | $5,758,402.50 |
DisclosureSEC source: 0000060667-12-000089 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,995 F1 · price: This transaction was executed in multiple trades at prices ranging from $31.10 to $31.155. 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 |
| March 26, 2012 Filed Mar 28, 2012 18:37 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 185,000 | $15.84 | $2,930,400.00 |
DisclosureSEC source: 0000060667-12-000089 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,995 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, 2012 Filed Mar 5, 2012 20:02 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $28.38 | $0.00 |
DisclosureSEC source: 0000060667-12-000061 · edgardoc.xml · derivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2019-03-01 F3 · derivative.exercise_date: The option vests in three annual installments beginning on March 1, 2013. Read SEC document |
| March 01, 2012 Filed Mar 5, 2012 20:02 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-12-000061 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,995 F2 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on March 1, 2015. Read SEC document |
| March 01, 2012 Filed Mar 5, 2012 20:02 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 20,311 | $28.38 | $576,426.18 |
DisclosureSEC source: 0000060667-12-000061 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,995 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2009. Read SEC document |
| April 04, 2011 Filed Apr 6, 2011 17:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 34,982 | $26.57 | $929,604.67 |
DisclosureSEC source: 0000060667-11-000085 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,306 F1 · price: This transaction was executed in multiple trades at prices ranging from $26.57 to $26.59. 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 |
| March 01, 2011 Filed Mar 3, 2011 19:12 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 88,000 | $0.00 Strike: $25.50 | $0.00 |
DisclosureSEC source: 0000060667-11-000026 · edgardoc.xml · derivative · entry 6 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,000 Underlying: Common Stock · 88,000 shares Expires 2018-03-01 F5 · derivative.exercise_date: The option vests in three annual installments beginning on March 1, 2012. Read SEC document |
| March 01, 2011 Filed Mar 3, 2011 19:12 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 13,008 | $25.50 | $331,704.00 |
DisclosureSEC source: 0000060667-11-000026 · edgardoc.xml · nonDerivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,288 F4 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2008. Read SEC document |
| March 01, 2011 Filed Mar 3, 2011 19:12 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 15,282 | $25.50 | $389,691.00 |
DisclosureSEC source: 0000060667-11-000026 · edgardoc.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,296 F3 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2006. Read SEC document |
| March 01, 2011 Filed Mar 3, 2011 19:12 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-11-000026 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,578 F2 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on March 1, 2014. Read SEC document |
| March 01, 2011 Filed Mar 3, 2011 19:12 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Disposition to issuerCommon Stock | 14,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-11-000026 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,578 F1 · shares: Represents the forfeiture of restricted stock pursuant to 2006 Long-Term Incentive Plan due to the Company not achieving the established performance targets. Read SEC document |
| December 14, 2010 Filed Dec 16, 2010 18:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 3,396 | $25.11 | $85,273.56 |
DisclosureSEC source: 0000060667-10-000199 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,888 F1 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on December 14, 2007. Read SEC document |
| August 31, 2010 Filed Aug 31, 2010 20:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 8,000 | $20.53 | $164,250.40 |
DisclosureSEC source: 0000060667-10-000161 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,284 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.53 to $20.5319. 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 |
| March 01, 2010 Filed Mar 3, 2010 21:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $23.98 | $0.00 |
DisclosureSEC source: 0000060667-10-000048 · edgardoc.xml · derivative · entry 6 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 shares Expires 2017-03-01 F5 · derivative.exercise_date: The option vests in three annual installments beginning on March 1, 2011. Read SEC document |
| March 01, 2010 Filed Mar 3, 2010 21:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 4,300 | $23.98 | $103,114.00 |
DisclosureSEC source: 0000060667-10-000048 · edgardoc.xml · nonDerivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,284 F4 · 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, 2010 Filed Mar 3, 2010 21:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 3,083 | $23.98 | $73,930.34 |
DisclosureSEC source: 0000060667-10-000048 · edgardoc.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,584 F3 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2007. Read SEC document |
| March 01, 2010 Filed Mar 3, 2010 21:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-10-000048 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,667 F2 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on March 1, 2013. Read SEC document |
| March 01, 2010 Filed Mar 3, 2010 21:28 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Disposition to issuerCommon Stock | 28,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-10-000048 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,667 F1 · shares: Represents the forfeiture of restricted stock pursuant to 2006 Long-Term Incentive Plan due to the Company not achieving the established performance targets. Read SEC document |
| February 24, 2010 Filed Feb 26, 2010 16:27 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 76,912 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0000060667-10-000012 · edgardoc.xml · derivative · entry 6 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 76,912 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 |
| February 24, 2010 Filed Feb 26, 2010 16:27 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 5,088 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0000060667-10-000012 · edgardoc.xml · derivative · entry 5 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,088 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 |
| February 24, 2010 Filed Feb 26, 2010 16:27 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 76,912 | $23.62 | $1,816,323.03 |
DisclosureSEC source: 0000060667-10-000012 · edgardoc.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,167 F1 · price: This transaction was executed in multiple trades at prices ranging from $23.61 to $23.635. 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 |
| February 24, 2010 Filed Feb 26, 2010 16:27 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 76,912 | $19.65 | $1,511,320.80 |
DisclosureSEC source: 0000060667-10-000012 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,079 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 24, 2010 Filed Feb 26, 2010 16:27 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 5,088 | $19.65 | $99,979.20 |
DisclosureSEC source: 0000060667-10-000012 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,167 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 01, 2009 Filed Sep 3, 2009 15:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 9,736 | $20.86 | $203,092.96 |
DisclosureSEC source: 0000060667-09-000120 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,079 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 16:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 185,000 | $0.00 Strike: $15.84 | $0.00 |
DisclosureSEC source: 0000060667-09-000032 · edgardoc.xml · derivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,000 Underlying: Common Stock · 185,000 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 16:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 56,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-09-000032 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,815 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 30, 2008 Filed Dec 31, 2008 18:50 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingPhantom Stock · Derivative | 1,020 | $21.25 Strike: $0.00 | $21,675.00 |
DisclosureSEC source: 0000060667-08-000161 · edgardoc.xml · derivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,412.859 Underlying: Common Stock · 1,020 shares Expires not disclosed F2 · shares: Reflects phantom shares delivered by reporting person to satisfy withholding taxes due upon conversion of phantom shares no longer subject to the deduction limitation of Code Section 162(m). F2 · derivative.expiration_date: Reflects phantom shares delivered by reporting person to satisfy withholding taxes due upon conversion of phantom shares no longer subject to the deduction limitation of Code Section 162(m). Read SEC document |
| December 30, 2008 Filed Dec 31, 2008 18:50 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionPhantom Stock · Derivative | 2,268 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000161 · edgardoc.xml · derivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,432.859 Underlying: Common Stock · 2,268 shares Expires not disclosed 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 · derivative.exercise_date: Phantom stock converted into an equivalent number of shares of common stock since such shares of common stock are no longer subject to the deduction limitation of Code Section 162(m). F1 · derivative.expiration_date: Phantom stock converted into an equivalent number of shares of common stock since such shares of common stock are no longer subject to the deduction limitation of Code Section 162(m). Read SEC document |
| December 30, 2008 Filed Dec 31, 2008 18:50 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 2,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000161 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,815 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 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $22.85 | $0.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · derivative · entry 12 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 120,000 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 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 300 | $24.40 | $7,320.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 10 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,547 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 11,200 | $24.39 | $273,168.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 9 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,847 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 18,000 | $24.38 | $438,840.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 8 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,047 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 21,000 | $24.37 | $511,770.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 7 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,047 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 35,800 | $24.36 | $872,088.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 6 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,047 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 17,400 | $24.35 | $423,690.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 5 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,847 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 12,600 | $24.34 | $306,684.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,247 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 800 | $24.33 | $19,464.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,847 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.