Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | SVP Logistics | March 01, 2006 | March 03, 2006 |
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 March 01, 2006 · Filed March 03, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,175 |
Reported balance
After 2006-03-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2006-03-01 · Grant · Acquired 5,000 · Balance 31,175 F1: These restricted shares of common stock will vest on the earlier to occur of March 1, 2011 or at the end of the third or fourth fiscal years after the date of grant, if certain performance criteria are met on either of those dates. |
| Common StockSEC Table I · non-derivative | Direct | 33,675 |
Reported balance
After 2006-03-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2006-03-02 · Exercise / conversion · Acquired 2,500 · Balance 33,675 |
| Common StockSEC Table I · non-derivative | Direct | 31,175 |
Reported balance
After 2006-03-02 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2006-03-02 · Sale · Disposed 2,500 · Balance 31,175 |
| Common StockSEC Table I · non-derivative | Direct | 31,910 |
Reported balance
After 2006-03-02 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2006-03-02 · Exercise / conversion · Acquired 735 · Balance 31,910 |
| Common StockSEC Table I · non-derivative | Direct | 31,175 |
Reported balance
After 2006-03-02 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2006-03-02 · Sale · Disposed 735 · Balance 31,175 |
| Common StockSEC Table I · non-derivative | Indirectby IRA | 0 |
Reported balance
After 2006-03-02 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2006-03-02 · Sale · Disposed 1,825 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 12,837 |
Reported balance
After 2006-03-02 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2006-03-02 · Sale · Disposed 3,035 · Balance 12,837 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 11,337 |
Reported balance
After 2006-03-02 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2006-03-02 · Sale · Disposed 1,500 · Balance 11,337 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 10,637 |
Reported balance
After 2006-03-02 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2006-03-02 · Sale · Disposed 700 · Balance 10,637 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.56 · Expires 2007-02-02 | Direct | 735 |
Reported balance
After 2006-03-02 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2006-03-02 · Exercise / conversion · Disposed 2,500 · Balance 735 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.56 · Expires 2007-02-02 | Direct | 0 |
Reported balance
After 2006-03-02 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2006-03-02 · Exercise / conversion · Disposed 735 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $68.32 · Expires 2013-03-01 | Direct | 9,000 |
Reported balance
After 2006-03-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2006-03-01 · Grant · Acquired 9,000 · Balance 9,000 F2: The option vests in three equal annual installments beginning on March 1, 2007. |
| Common StockSEC Table I · non-derivative | IndirectBy 401k Plan | 24,889.1167 |
Reported balance
Holding disclosure · report date 2006-03-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 24,889.1167 |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted shares of common stock will vest on the earlier to occur of March 1, 2011 or at the end of the third or fourth fiscal years after the date of grant, if certain performance criteria are met on either of those dates.
F2: The option vests in three equal annual installments beginning on March 1, 2007.
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 03, 2004 Filed Dec 6, 2004 16:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000317 · edgardoc.xml · nonDerivative · entry 6 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 5,589 Read SEC document |
| December 02, 2004 Filed Dec 6, 2004 16:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-04-000317 · edgardoc.xml · derivative · entry 8 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: Common Stock · 3,000 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 |
| December 02, 2004 Filed Dec 6, 2004 16:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000317 · edgardoc.xml · nonDerivative · entry 5 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 5,643 Read SEC document |
| December 02, 2004 Filed Dec 6, 2004 16:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,400 | $57.37 | $252,428.00 |
DisclosureSEC source: 0000060667-04-000317 · edgardoc.xml · nonDerivative · entry 4 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by IRA Disclosed balance after: 19,660 Read SEC document |
| December 02, 2004 Filed Dec 6, 2004 16:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000317 · edgardoc.xml · nonDerivative · entry 3 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Daughter Disclosed balance after: 107 Read SEC document |
| December 02, 2004 Filed Dec 6, 2004 16:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,000 | $57.37 | $172,110.00 |
DisclosureSEC source: 0000060667-04-000317 · edgardoc.xml · nonDerivative · entry 2 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,376 Read SEC document |
| December 02, 2004 Filed Dec 6, 2004 16:56 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 3,000 | $22.50 | $67,500.00 |
DisclosureSEC source: 0000060667-04-000317 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,376 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, 2004 Filed Sep 17, 2004 15:15 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 116 | $53.48 | $6,203.68 |
DisclosureSEC source: 0000060667-04-000291 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Daughter Disclosed balance after: 0 Read SEC document |
| March 26, 2004 Filed Mar 30, 2004 14:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 150 | $55.80 | $8,370.00 |
DisclosureSEC source: 0000060667-04-000159 · edgardoc.xml · nonDerivative · entry 5 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Daughter Disclosed balance after: 116 Read SEC document |
| March 23, 2004 Filed Mar 30, 2004 14:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 42 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000159 · edgardoc.xml · nonDerivative · entry 3 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,126 F1 · price: The Reporting Person gifted an aggregate amount of shares. Read SEC document |
| March 17, 2004 Filed Mar 30, 2004 14:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000159 · edgardoc.xml · nonDerivative · entry 4 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Daughter Disclosed balance after: 266 F2 · price: The Reporting Person gifted an aggregate amount of shares. Read SEC document |
| March 17, 2004 Filed Mar 30, 2004 14:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000159 · edgardoc.xml · nonDerivative · entry 2 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,168 F1 · price: The Reporting Person gifted an aggregate amount of shares. Read SEC document |
| March 17, 2004 Filed Mar 30, 2004 14:45 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000159 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,434 F1 · price: The Reporting Person gifted an aggregate amount of shares. Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 19:50 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: 0000060667-04-000133 · edgardoc.xml · derivative · entry 2 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 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 19:50 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000133 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 Read SEC document |
| January 30, 2004 Filed Feb 26, 2004 15:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000092 · edgardoc.xml · nonDerivative · entry 2 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660 F3 · shares: Shares acquired under Lowe's Benefit Restoration Plan (BRP). F4 · price: Shares acquired under Lowe's Benefit Restoration Plan (BRP). Read SEC document |
| January 30, 2004 Filed Feb 26, 2004 15:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (401(k) Account) | 7 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000092 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,530 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 20:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 8,280 | $0.00 Strike: $23.56 | $0.00 |
DisclosureSEC source: 0000060667-04-000015 · edgardoc.xml · derivative · entry 9 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,280 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 |
| January 02, 2004 Filed Jan 5, 2004 20:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 6,076 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-04-000015 · edgardoc.xml · derivative · entry 8 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,076 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 |
| January 02, 2004 Filed Jan 5, 2004 20:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 3,522 | $55.39 | $195,083.58 |
DisclosureSEC source: 0000060667-04-000015 · edgardoc.xml · nonDerivative · entry 4 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,546 Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 20:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 8,280 | $23.56 | $195,097.50 |
DisclosureSEC source: 0000060667-04-000015 · edgardoc.xml · nonDerivative · entry 3 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,068 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 02, 2004 Filed Jan 5, 2004 20:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 2,468 | $55.39 | $136,702.52 |
DisclosureSEC source: 0000060667-04-000015 · edgardoc.xml · nonDerivative · entry 2 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,788 Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 20:30 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 6,076 | $22.50 | $136,710.00 |
DisclosureSEC source: 0000060667-04-000015 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,256 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 19, 2003 Filed Dec 22, 2003 19:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 63 | $55.22 | $3,478.86 |
DisclosureSEC source: 0000060667-03-000218 · edgardoc.xml · nonDerivative · entry 3 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Daughters Disclosed balance after: 0 Read SEC document |
| December 19, 2003 Filed Dec 22, 2003 19:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 236 | $55.55 | $13,109.80 |
DisclosureSEC source: 0000060667-03-000218 · edgardoc.xml · nonDerivative · entry 2 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Daughters Disclosed balance after: 63 Read SEC document |
| December 19, 2003 Filed Dec 22, 2003 19:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 120 | $55.54 | $6,664.80 |
DisclosureSEC source: 0000060667-03-000218 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,180 Read SEC document |
| November 28, 2003 Filed Dec 22, 2003 19:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 295 | $35.92 | $10,596.40 |
DisclosureSEC source: 0000060667-03-000218 · edgardoc.xml · nonDerivative · entry 4 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157 F1 · shares: Shares acquired under the Lowe's Companies Employee Stock Purchase Plan-Stock Options for Everyone (SOFE). Read SEC document |
| September 04, 2003 Filed Sep 5, 2003 14:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 299 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-03-000175 · edgardoc.xml · nonDerivative · entry 2 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Indirect · by Daughters Disclosed balance after: 299 F2 · price: The Reporting Person gifted an aggregate amount of 299 shares to his two Daughters. Read SEC document |
| September 04, 2003 Filed Sep 5, 2003 14:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GiftCommon Stock | 299 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-03-000175 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,300 F1 · price: The Reporting Person gifted an aggregate amount of 299 shares to his two Daughters. Read SEC document |
| September 03, 2003 Filed Sep 5, 2003 14:03 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 659 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-03-000175 · edgardoc.xml · nonDerivative · entry 3 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659 F3 · shares: Shares acquired under Lowe's Benefit Restoration Plan (BRP). F4 · price: Shares acquired under Lowe's Benefit Restoration Plan (BRP). Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 16:49 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 301 | $35.28 | $10,619.28 |
DisclosureSEC source: 0000060667-03-000079 · edgardoc.xml · nonDerivative · entry 1 SOWDER ERIC D · CIK 0001219929 · SVP Logistics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862 F1 · shares: Stock Options For Everyone Plan 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.