Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | Director | August 18, 2004 | August 19, 2004 |
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 August 18, 2004 · Filed August 19, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,000 |
Ending reported balance
After 2004-08-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2004-08-18 · Exercise / conversion · Acquired 4,000 · Balance 8,000 Row 2 · 2004-08-18 · Exercise / conversion · Acquired 4,000 · Balance 12,000 |
| Common StockSEC Table I · non-derivative | IndirectAffiliated Company | 0 |
Reported balance
After 2004-08-18 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2004-08-18 · Sale · Disposed 4,000 · Balance 0 F1: The sale of 4,000 indirectly-held shares included 2,000 shares which were previously directly-held and subsequently became indirectly-held in a non-reportable transaction. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.88 · Expires 2007-05-25 | Indirectby Trust | 0 |
Reported balance
After 2004-08-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2004-08-18 · Exercise / conversion · Disposed 4,000 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.84 · Expires 2006-05-28 | Indirectby Trust | 0 |
Reported balance
After 2004-08-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2004-08-18 · Exercise / conversion · Disposed 4,000 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale of 4,000 indirectly-held shares included 2,000 shares which were previously directly-held and subsequently became indirectly-held in a non-reportable transaction.
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 18, 2004 Filed Aug 19, 2004 19:40 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $25.84 | $0.00 |
DisclosureSEC source: 0000060667-04-000275 · edgardoc.xml · derivative · entry 5 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2006-05-28 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 18, 2004 Filed Aug 19, 2004 19:40 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $22.88 | $0.00 |
DisclosureSEC source: 0000060667-04-000275 · edgardoc.xml · derivative · entry 4 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2007-05-25 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 18, 2004 Filed Aug 19, 2004 19:40 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 4,000 | $49.66 | $198,640.00 |
DisclosureSEC source: 0000060667-04-000275 · edgardoc.xml · nonDerivative · entry 3 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Affiliated Company Disclosed balance after: 0 F1 · balance_after: The sale of 4,000 indirectly-held shares included 2,000 shares which were previously directly-held and subsequently became indirectly-held in a non-reportable transaction. Read SEC document |
| August 18, 2004 Filed Aug 19, 2004 19:40 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,000 | $22.88 | $91,500.00 |
DisclosureSEC source: 0000060667-04-000275 · edgardoc.xml · nonDerivative · entry 2 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 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 18, 2004 Filed Aug 19, 2004 19:40 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,000 | $25.84 | $103,375.20 |
DisclosureSEC source: 0000060667-04-000275 · edgardoc.xml · nonDerivative · entry 1 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 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 28, 2004 Filed Jun 1, 2004 21:05 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $53.57 | $0.00 |
DisclosureSEC source: 0000060667-04-000230 · edgardoc.xml · derivative · entry 1 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2011-05-27 F1 · derivative.exercise_date: The option will vest in three annual installments commencing on May 15, 2004. Read SEC document |
| December 17, 2003 Filed Dec 17, 2003 20:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 2,000 | $54.49 | $108,980.00 |
DisclosureSEC source: 0000060667-03-000214 · edgardoc.xml · nonDerivative · entry 1 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Affiliated Company Disclosed balance after: 2,000 Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 13:51 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: 0000060667-03-000045 · edgardoc.xml · derivative · entry 1 MALONE CLAUDINE B/VA · CIK 0001077845 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust 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.