Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | SVP/General Merchandise Manage | 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 | 44,800 |
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 44,800 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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 | 24,143.122 |
Reported balance
Holding disclosure · report date 2006-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,143.122 |
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 15:10 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: 0000060667-06-000015 · edgardoc.xml · derivative · entry 3 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 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 15:10 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-06-000015 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,800 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 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,994 | $0.00 Strike: $23.56 | $0.00 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · derivative · entry 12 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,994 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 |
| September 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 16,658 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · derivative · entry 11 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,658 shares Expires 2007-05-24 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 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,112 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · derivative · entry 10 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,112 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 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 16,658 | $65.17 | $1,085,575.21 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 8 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,805 Read SEC document |
| September 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 16,658 | $23.50 | $391,463.00 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 7 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,463 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 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 3,994 | $65.17 | $260,282.59 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 6 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,805 Read SEC document |
| September 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 3,994 | $23.56 | $94,108.63 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 5 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,799 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 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,112 | $65.17 | $267,972.46 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 4 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,805 Read SEC document |
| September 06, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,112 | $22.50 | $92,520.00 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 3 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,917 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 02, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 8,888 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · derivative · entry 9 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,888 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 02, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 8,888 | $22.50 | $199,980.00 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 2 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,805 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 02, 2005 Filed Sep 7, 2005 17:54 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 3,093 | $64.64 | $199,931.52 |
DisclosureSEC source: 0000060667-05-000240 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,917 Read SEC document |
| September 01, 2005 Filed Sep 1, 2005 18:46 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000218 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,361 Read SEC document |
| March 01, 2005 Filed Mar 2, 2005 18:33 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: 0000060667-05-000021 · edgardoc.xml · derivative · entry 2 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 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 2, 2005 18:33 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000021 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,361 Read SEC document |
| December 23, 2004 Filed Dec 23, 2004 20:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,400 | $57.30 | $252,120.00 |
DisclosureSEC source: 0000060667-04-000337 · edgardoc.xml · nonDerivative · entry 2 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,010 Read SEC document |
| December 23, 2004 Filed Dec 23, 2004 20:36 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 1,100 | $57.35 | $63,085.00 |
DisclosureSEC source: 0000060667-04-000337 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,410 Read SEC document |
| September 13, 2004 Filed Sep 14, 2004 14:55 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock (SOFE) | 508 | $53.27 | $27,061.16 |
DisclosureSEC source: 0000060667-04-000287 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 213 shares acquired under the Lowe's Companies Employee Stock Purchase Plan - Stock Options for Everyone (SOFE) - on May 28, 2004. Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 16:59 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: 0000060667-04-000104 · edgardoc.xml · derivative · entry 2 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 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 16:59 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000104 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 Read SEC document |
| January 30, 2004 Filed Feb 24, 2004 23:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (401(k) Account) | 45 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000058 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,886 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 24, 2004 23:51 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 295 | $35.92 | $10,596.40 |
DisclosureSEC source: 0000060667-04-000058 · edgardoc.xml · nonDerivative · entry 2 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295 F3 · shares: Shares acquired under the Lowe's Companies Employee Stock Purchase Plan-Stock Options for Everyone (SOFE). Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 15:10 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,500 | $53.15 | $132,875.00 |
DisclosureSEC source: 0000060667-03-000156 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,510 Read SEC document |
| July 01, 2003 Filed Jul 1, 2003 19:49 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock (SOFE) | 2,373 | $42.60 | $101,089.80 |
DisclosureSEC source: 0000060667-03-000104 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP Gen Merch Mgr Interiors 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The Reporting Person also holds 20,010 shares of Common Stock directly and 23,931 shares of Common Stock through a 401(k) account. Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 14:01 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 301 | $35.28 | $10,619.28 |
DisclosureSEC source: 0000060667-03-000047 · edgardoc.xml · nonDerivative · entry 1 ANDERSON THERESA A · CIK 0001219895 · SVP Store/Merch Support 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 15:10 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 904 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-03-000156 · edgardoc.xml · nonDerivative · entry 2 ANDERSON THERESA A · CIK 0001219895 · SVP/General Merchandise Manage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904 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.