Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | SVP Real Estate/Eng & Const | 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 | 101,654 |
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 6,000 · Balance 101,654 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. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $68.32 · Expires 2013-03-01 | Direct | 11,000 |
Reported balance
After 2006-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2006-03-01 · Grant · Acquired 11,000 · Balance 11,000 F2: The option vests in three equal annual installments beginning on March 1, 2007. |
| Common StockSEC Table I · non-derivative | IndirectBy 401k Plan | 74,963.9942 |
Reported balance
Holding disclosure · report date 2006-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 74,963.9942 |
| Common StockSEC Table I · non-derivative | Indirectby IRA | 28,236 |
Reported balance
Holding disclosure · report date 2006-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 28,236 |
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 |
|---|---|---|---|---|---|---|
| March 01, 2006 Filed Mar 3, 2006 18:20 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 11,000 | $0.00 Strike: $68.32 | $0.00 |
DisclosureSEC source: 0000060667-06-000049 · edgardoc.xml · derivative · entry 4 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 11,000 shares Expires 2013-03-01 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 1, 2007. Read SEC document |
| March 01, 2006 Filed Mar 3, 2006 18:20 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-06-000049 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,654 F1 · security: 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. Read SEC document |
| September 01, 2005 Filed Sep 1, 2005 18:50 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000230 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,361 Read SEC document |
| April 06, 2005 Filed Apr 6, 2005 19:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 49,156 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-05-000094 · edgardoc.xml · derivative · entry 3 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49,156 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. F1 · derivative.exercise_date: 17,868 of the 49,156 non-qualified stock options became exercisable on 12/4/99, 17,866 became exercisable on 12/4/00 and 13,422 became exercisable on 12/4/01. Read SEC document |
| April 06, 2005 Filed Apr 6, 2005 19:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 49,156 | $56.70 | $2,787,268.09 |
DisclosureSEC source: 0000060667-05-000094 · edgardoc.xml · nonDerivative · entry 2 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,778 Read SEC document |
| April 06, 2005 Filed Apr 6, 2005 19:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 49,156 | $22.50 | $1,106,010.00 |
DisclosureSEC source: 0000060667-05-000094 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,934 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, 2005 Filed Mar 3, 2005 15:52 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,145 | $0.00 Strike: $58.35 | $0.00 |
DisclosureSEC source: 0000060667-05-000059 · edgardoc.xml · derivative · entry 2 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,145 Underlying: Common Stock · 10,145 shares Expires 2012-03-01 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on March 1, 2006. Read SEC document |
| March 01, 2005 Filed Mar 3, 2005 15:52 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000059 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,361 Read SEC document |
| September 03, 2004 Filed Sep 7, 2004 14:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 4,444 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-04-000285 · edgardoc.xml · derivative · entry 3 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,444 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 |
| September 03, 2004 Filed Sep 7, 2004 14:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 1,921 | $52.05 | $99,988.05 |
DisclosureSEC source: 0000060667-04-000285 · edgardoc.xml · nonDerivative · entry 2 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,778 Read SEC document |
| September 03, 2004 Filed Sep 7, 2004 14:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,444 | $22.50 | $99,990.00 |
DisclosureSEC source: 0000060667-04-000285 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,699 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, 2004 Filed Mar 3, 2004 19:39 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: 0000060667-04-000131 · edgardoc.xml · derivative · entry 2 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 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 19:39 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000131 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 Read SEC document |
| January 30, 2004 Filed Feb 25, 2004 19:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (401(k) Account) | 73 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000078 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,288 F1 · shares: The Reporting Person's number of shares held in the Lowe's Companies, Inc. 401(k) Plan account decreased solely as a result of an increase in the fair market value of Lowe's common stock and not as a result of any action by the Reporting Person. F2 · price: The Reporting Person's number of shares held in the Lowe's Companies, Inc. 401(k) Plan account decreased solely as a result of an increase in the fair market value of Lowe's common stock and not as a result of any action by the Reporting Person. Read SEC document |
| November 28, 2003 Filed Feb 25, 2004 19:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 295 | $35.92 | $10,596.40 |
DisclosureSEC source: 0000060667-04-000078 · edgardoc.xml · nonDerivative · entry 3 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,668 F5 · shares: Shares acquired under the Lowe's Companies Employee Stock Purchase Plan-Stock Options for Everyone (SOFE). Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 16:44 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 301 | $35.28 | $10,619.28 |
DisclosureSEC source: 0000060667-03-000077 · edgardoc.xml · nonDerivative · entry 1 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 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 Feb 25, 2004 19:04 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 1,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000078 · edgardoc.xml · nonDerivative · entry 2 SHELTON DAVID E · CIK 0001219924 · SVP Real Estate/Eng & Const 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.