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 |
|---|---|---|---|---|---|---|
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,900 | $24.32 | $70,528.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,647 Read SEC document |
| August 21, 2008 Filed Aug 25, 2008 19:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 120,000 | $22.85 | $2,742,000.00 |
DisclosureSEC source: 0000060667-08-000115 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,547 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, 2008 Filed Mar 4, 2008 18:06 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 128,000 | $0.00 Strike: $23.97 | $0.00 |
DisclosureSEC source: 0001181431-08-015679 · rrd198102.xml · derivative · entry 5 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,000 Underlying: Common Stock · 128,000 shares Expires 2015-03-01 F5 · 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 18:06 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 54,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-015679 · rrd198102.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,547 F4 · 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 31, 2007 Filed Jan 2, 2008 22:16 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionPhantom Stock · Derivative | 1,397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000010 · edgardoc.xml · derivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,810 Underlying: Common Stock · 1,397 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 31, 2007 Filed Jan 2, 2008 22:16 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 1,397 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000010 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,627 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 |
| December 14, 2007 Filed Dec 18, 2007 16:13 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-07-000134 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,230 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares will fully vest on December 14, 2010. Read SEC document |
| September 27, 2007 Filed Oct 5, 2007 20:55 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-07-000121 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,230 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 84,532 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · derivative · entry 32 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,532 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. F1 · derivative.exercise_date: 30,600 of the 84,532 non-qualified stock options became exercisable on 3/1/02, 30,600 became exercisable on 3/1/03, and 23,332 became exercisable on 3/1/04. Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 7,268 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · derivative · entry 31 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,268 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 |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,900 | $29.35 | $55,765.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 29 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,230 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 900 | $29.36 | $26,424.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 28 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,130 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 400 | $29.37 | $11,748.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 27 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,030 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,300 | $29.38 | $126,334.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 26 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,430 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,600 | $29.39 | $76,414.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 25 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,730 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 7,600 | $29.40 | $223,440.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 24 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,330 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 7,000 | $29.41 | $205,870.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 23 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,930 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 8,800 | $29.42 | $258,896.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 22 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,930 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 5,900 | $29.43 | $173,637.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 21 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,730 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,200 | $29.44 | $94,208.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 20 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,630 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,700 | $29.45 | $50,065.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 19 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,830 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,300 | $29.46 | $67,758.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 18 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,530 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 6,000 | $29.47 | $176,820.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 17 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,830 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 6,300 | $29.48 | $185,724.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 16 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,830 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,600 | $29.49 | $106,164.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 15 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,130 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,900 | $29.50 | $115,050.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 14 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,730 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 200 | $29.51 | $5,902.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 13 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,630 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,000 | $29.52 | $59,040.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 12 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,830 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 200 | $29.53 | $5,906.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 11 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,830 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,400 | $29.55 | $41,370.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 10 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,030 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,600 | $29.56 | $76,856.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 9 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,430 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,000 | $29.57 | $59,140.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 8 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,030 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,500 | $29.58 | $103,530.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 7 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,030 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 300 | $29.59 | $8,877.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 6 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,530 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,100 | $29.60 | $121,360.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 5 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,830 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 200 | $29.61 | $5,922.00 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,930 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,632 | $29.62 | $48,339.84 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,130 Read SEC document |
| August 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 84,532 | $13.75 | $1,162,526.33 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,762 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 23, 2007 Filed Aug 24, 2007 20:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 7,268 | $13.75 | $99,953.17 |
DisclosureSEC source: 0000060667-07-000104 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,230 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, 2007 Filed Mar 5, 2007 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 11,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-07-000035 · edgardoc.xml · derivative · entry 7 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,226.955 Underlying: Common Stock · 11,540 shares Expires not disclosed F5 · shares: Phantom shares credited to Deferred Compensation Program account in exchange for restricted stock required to be forfeited under the Deferred Compensation Program. F5 · price: Phantom shares credited to Deferred Compensation Program account in exchange for restricted stock required to be forfeited under the Deferred Compensation Program. F6 · derivative.exercise_date: Reporting person receives an equivalent number of shares of common stock when compensation expense for the issuance of those shares is not subject to the deduction limitation of Code Section 162(m). F6 · derivative.expiration_date: Reporting person receives an equivalent number of shares of common stock when compensation expense for the issuance of those shares is not subject to the deduction limitation of Code Section 162(m). Read SEC document |
| March 01, 2007 Filed Mar 5, 2007 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 80,000 | $0.00 Strike: $32.21 | $0.00 |
DisclosureSEC source: 0000060667-07-000035 · edgardoc.xml · derivative · entry 6 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 shares Expires 2014-03-01 F4 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 1, 2008. Read SEC document |
| March 01, 2007 Filed Mar 5, 2007 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Disposition to issuerCommon Stock | 11,540 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-07-000035 · edgardoc.xml · nonDerivative · entry 4 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,962 F3 · price: Mandatory forfeiture of restricted stock pursuant to Deferred Compensation Program. Read SEC document |
| March 01, 2007 Filed Mar 5, 2007 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 4,860 | $32.21 | $156,540.60 |
DisclosureSEC source: 0000060667-07-000035 · edgardoc.xml · nonDerivative · entry 3 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,502 F2 · shares: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on 3/1/04. Read SEC document |
| March 01, 2007 Filed Mar 5, 2007 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 38,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-07-000035 · edgardoc.xml · nonDerivative · entry 2 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,362 F1 · shares: Restricted stock granted pursuant to 2006 Long-Term Incentive Plan. The shares are subject to forfeiture if performance standard for fiscal years 2007 through 2009 is not achieved. Read SEC document |
| December 18, 2006 Filed Mar 5, 2007 20:43 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-07-000035 · edgardoc.xml · nonDerivative · entry 1 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,362 Read SEC document |
| November 30, 2006 Filed Dec 4, 2006 19:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 84,064 | $0.00 Strike: $11.78 | $0.00 |
DisclosureSEC source: 0000060667-06-000157 · edgardoc.xml · derivative · entry 18 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,064 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. F2 · derivative.exercise_date: 33,680 of the 84,064 non-qualified stock options became exercisable on 2/2/01, 25,192 became exercisable on 2/1/02, and 25,192 became exercisable on 1/31/03. Read SEC document |
| November 30, 2006 Filed Dec 4, 2006 19:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 16,976 | $0.00 Strike: $11.78 | $0.00 |
DisclosureSEC source: 0000060667-06-000157 · edgardoc.xml · derivative · entry 17 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,976 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. F1 · derivative.exercise_date: 8,488 of the 16,976 incentive stock options became exercisable on 2/1/02, and 8,488 became exercisable on 1/31/03. Read SEC document |
| November 30, 2006 Filed Dec 4, 2006 19:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,564 | $29.93 | $46,810.52 |
DisclosureSEC source: 0000060667-06-000157 · edgardoc.xml · nonDerivative · entry 15 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,612 Read SEC document |
| November 30, 2006 Filed Dec 4, 2006 19:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 6,500 | $29.92 | $194,480.00 |
DisclosureSEC source: 0000060667-06-000157 · edgardoc.xml · nonDerivative · entry 14 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,176 Read SEC document |
| November 30, 2006 Filed Dec 4, 2006 19:58 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,000 | $29.91 | $59,820.00 |
DisclosureSEC source: 0000060667-06-000157 · edgardoc.xml · nonDerivative · entry 13 BRIDGEFORD GREGORY M · CIK 0001219898 · EVP Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,676 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.