Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| At Home Group Inc.HOME · Entity 136668 | Director | June 22, 2020 | June 24, 2020 |
| DICK'S SPORTING GOODS, INC.DKS · Entity 556 | Director | June 11, 2025 | June 13, 2025 |
| LOWES COMPANIES INCLOW · Entity 2896 | President & COO | March 01, 2011 | March 03, 2011 |
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.
At Home Group Inc.
Report date June 22, 2020 · Filed June 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,300 |
Last balance in matching sequence
After 2020-06-23 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-06-22 · Grant · Acquired 16,300 · Balance 23,592 F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer, these restricted stock units will vest on June 22, 2021 and be settled in shares of common stock within 30 days thereafter. F2: This amount includes 16,300 shares deliverable upon vesting of restricted stock units. Row 2 · 2020-06-23 · Gift · Disposed 7,292 · Balance 16,300 F3: This transaction represents a transfer of shares directly owned by the reporting person to the Larry D Stone Revocable Trust dtd 12/06/1996 (the "Trust"), of which the reporting person and his wife are the trustees and the beneficiaries. F2: This amount includes 16,300 shares deliverable upon vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 47,408 |
Reported balance
After 2020-06-23 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-06-23 · Gift · Acquired 7,292 · Balance 47,408 F3: This transaction represents a transfer of shares directly owned by the reporting person to the Larry D Stone Revocable Trust dtd 12/06/1996 (the "Trust"), of which the reporting person and his wife are the trustees and the beneficiaries. F4: The reporting person beneficially owns these shares indirectly through the Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service as a director of the issuer, these restricted stock units will vest on June 22, 2021 and be settled in shares of common stock within 30 days thereafter.
F2: This amount includes 16,300 shares deliverable upon vesting of restricted stock units.
F3: This transaction represents a transfer of shares directly owned by the reporting person to the Larry D Stone Revocable Trust dtd 12/06/1996 (the "Trust"), of which the reporting person and his wife are the trustees and the beneficiaries.
F4: The reporting person beneficially owns these shares indirectly through the Trust.
DICK'S SPORTING GOODS, INC.
Report date June 11, 2025 · Filed June 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 975 |
Reported balance
After 2025-06-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-11 · Grant · Acquired 975 · Balance 975 F1: Shares of time-based restricted stock, subject to vesting. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Indirectby Trust | 143,680 |
Reported balance
Holding disclosure · report date 2025-06-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 143,680 F2: The reporting person transferred 812 shares to a trust that were previously reported as directly beneficially owned. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectAs custodian of UTMA accounts for grandchildren | 405 |
Reported balance
Holding disclosure · report date 2025-06-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 405 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of time-based restricted stock, subject to vesting.
F2: The reporting person transferred 812 shares to a trust that were previously reported as directly beneficially owned.
LOWES COMPANIES INC
Report date March 01, 2011 · Filed March 03, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 339,114 |
Reported balance
After 2011-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2011-03-01 · Disposition to issuer · Disposed 27,030 · Balance 339,114 F1: Represents the forfeiture of restricted stock pursuant to 2006 Long-Term Incentive Plan due to the Company not achieving the established performance targets. F2: Direct holdings include 1,054 shares acquired under the Lowe's Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 311,097 |
Reported balance
After 2011-03-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2011-03-01 · Tax withholding · Disposed 28,017 · Balance 311,097 F3: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2006. |
| Common StockSEC Table I · non-derivative | Direct | 283,041 |
Reported balance
After 2011-03-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2011-03-01 · Tax withholding · Disposed 28,056 · Balance 283,041 F4: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2008. |
| Common StockSEC Table I · non-derivative | IndirectBy 401k Plan | 189,847.869 |
Reported balance
Holding disclosure · report date 2011-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 189,847.869 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 307,360 |
Reported balance
Holding disclosure · report date 2011-03-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 307,360 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the forfeiture of restricted stock pursuant to 2006 Long-Term Incentive Plan due to the Company not achieving the established performance targets.
F2: Direct holdings include 1,054 shares acquired under the Lowe's Employee Stock Purchase Plan.
F3: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2006.
F4: Reflects shares delivered by reporting person to satisfy withholding taxes due upon vesting of restricted shares granted on March 1, 2008.
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, 2003 Filed Aug 22, 2003 17:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 49,556 | $53.50 Strike: $22.50 | $2,651,335.20 |
DisclosureSEC source: 0000060667-03-000158 · edgardoc.xml · derivative · entry 11 STONE LARRY D · CIK 0001219932 · Senior EVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,000 Underlying: Common Stock · 49,556 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 |
| August 21, 2003 Filed Aug 22, 2003 17:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 4,244 | $0.00 Strike: $23.56 | $0.00 |
DisclosureSEC source: 0000060667-03-000158 · edgardoc.xml · derivative · entry 10 STONE LARRY D · CIK 0001219932 · Senior EVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,244 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 |
| August 21, 2003 Filed Aug 22, 2003 17:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 49,556 | $53.50 | $2,651,335.20 |
DisclosureSEC source: 0000060667-03-000158 · edgardoc.xml · nonDerivative · entry 3 STONE LARRY D · CIK 0001219932 · Senior EVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,452 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 17:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 49,556 | $22.50 | $1,115,010.00 |
DisclosureSEC source: 0000060667-03-000158 · edgardoc.xml · nonDerivative · entry 2 STONE LARRY D · CIK 0001219932 · Senior EVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,008 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, 2003 Filed Aug 22, 2003 17:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,244 | $23.56 | $99,999.25 |
DisclosureSEC source: 0000060667-03-000158 · edgardoc.xml · nonDerivative · entry 1 STONE LARRY D · CIK 0001219932 · Senior EVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,452 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 30, 2003 Filed Jun 3, 2003 17:12 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 301 | $35.28 | $10,619.28 |
DisclosureSEC source: 0000060667-03-000083 · edgardoc.xml · nonDerivative · entry 1 STONE LARRY D · CIK 0001219932 · SR EVP Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,373 F1 · shares: Stock Options For Everyone Plan Read SEC document |
| April 14, 2003 Filed Aug 22, 2003 17:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 3,383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-03-000158 · edgardoc.xml · nonDerivative · entry 6 STONE LARRY D · CIK 0001219932 · Senior EVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,383 F1 · shares: Shares acquired under Lowe's Benefit Restoration Plan (BRP). F2 · price: Shares acquired under Lowe's Benefit Restoration Plan (BRP). 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.