Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | Director | May 10, 2021 | May 12, 2021 |
| GMS Inc.GMS · Entity 75647 | Director | August 01, 2024 | August 02, 2024 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | December 05, 2013 | December 06, 2013 |
| SCANSOURCE, INC.SCSC · Entity 2428 | Director | September 01, 2025 | September 03, 2025 |
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.
ACUITY INC. (DE)
Report date May 10, 2021 · Filed May 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 429 |
Reported balance
After 2021-05-10 transaction · row 1
1 source rowRow 1 · 2021-05-10 · Sale · Disposed 1,007 · Balance 429 |
GMS Inc.
Report date August 01, 2024 · Filed August 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,406 |
Reported balance
After 2024-08-01 transaction · row 1
1 source rowRow 1 · 2024-08-01 · Exercise / conversion · Acquired 1,672 · Balance 15,406 F1: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-01 · Exercise / conversion · Disposed 1,672 · Balance 0 F1: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2: On August 1, 2023, the reporting person was granted 1,672 restricted stock units that vested on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units vested and converted to shares of common stock on a one-for-one basis.
F2: On August 1, 2023, the reporting person was granted 1,672 restricted stock units that vested on the first anniversary of the grant date.
LOWES COMPANIES INC
Report date December 05, 2013 · Filed December 06, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby IRA | 0 |
Reported balance
After 2013-12-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2013-12-05 · Sale · Disposed 9,761.292 · Balance 0 |
SCANSOURCE, INC.
Report date September 01, 2025 · Filed September 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,593 |
Reported balance
After 2025-09-01 transaction · row 1
1 source rowRow 1 · 2025-09-01 · Grant · Acquired 3,693 · Balance 29,593 |
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 |
|---|---|---|---|---|---|---|
| October 31, 2003 Filed Feb 20, 2004 21:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 2.234 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000036 · edgardoc.xml · derivative · entry 5 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,429.021 Underlying: Common Stock · 2.234 shares Expires not disclosed F1 · derivative.exercise_price: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F2 · derivative.exercise_date: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. F3 · derivative.expiration_date: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. Read SEC document |
| August 01, 2003 Filed Feb 20, 2004 21:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 2.326 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000036 · edgardoc.xml · derivative · entry 4 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,426.787 Underlying: Common Stock · 2.326 shares Expires not disclosed F1 · derivative.exercise_price: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F2 · derivative.exercise_date: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. F3 · derivative.expiration_date: The Reporting Person becomes entitled to the cash value of the phantom stock upon ceasing to be a director of Lowe's. Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 13:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $42.26 | $0.00 |
DisclosureSEC source: 0000060667-03-000038 · edgardoc.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 4,000 shares Expires 2010-05-30 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.