Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | SVP Store Operations | May 26, 2004 | May 27, 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 May 26, 2004 · Filed May 27, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 139,294 |
Ending reported balance
After 2004-05-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2004-05-26 · Exercise / conversion · Acquired 4,444 · Balance 136,355 Row 2 · 2004-05-26 · Tax withholding · Disposed 1,849 · Balance 134,506 Row 3 · 2004-05-26 · Exercise / conversion · Acquired 8,488 · Balance 142,994 Row 4 · 2004-05-26 · Tax withholding · Disposed 3,700 · Balance 139,294 |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.50 · Expires 2005-12-03 | Direct | 0 |
Reported balance
After 2004-05-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2004-05-26 · Exercise / conversion · Disposed 4,444 · Balance 0 |
| Incentive 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 2004-05-26 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2004-05-26 · Exercise / conversion · Disposed 8,488 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 2,656 |
Reported balance
Holding disclosure · report date 2004-05-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,656 |
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 |
|---|---|---|---|---|---|---|
| May 26, 2004 Filed May 27, 2004 18:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 8,488 | $0.00 Strike: $23.56 | $0.00 |
DisclosureSEC source: 0000060667-04-000210 · edgardoc.xml · derivative · entry 7 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,488 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 |
| May 26, 2004 Filed May 27, 2004 18:25 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: 0000060667-04-000210 · edgardoc.xml · derivative · entry 6 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 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 |
| May 26, 2004 Filed May 27, 2004 18:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 3,700 | $54.05 | $199,985.00 |
DisclosureSEC source: 0000060667-04-000210 · edgardoc.xml · nonDerivative · entry 4 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,294 Read SEC document |
| May 26, 2004 Filed May 27, 2004 18:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 8,488 | $23.56 | $199,998.50 |
DisclosureSEC source: 0000060667-04-000210 · edgardoc.xml · nonDerivative · entry 3 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,994 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 26, 2004 Filed May 27, 2004 18:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Tax withholdingCommon Stock | 1,849 | $54.05 | $99,938.45 |
DisclosureSEC source: 0000060667-04-000210 · edgardoc.xml · nonDerivative · entry 2 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,506 Read SEC document |
| May 26, 2004 Filed May 27, 2004 18:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 4,444 | $22.50 | $99,990.00 |
DisclosureSEC source: 0000060667-04-000210 · edgardoc.xml · nonDerivative · entry 1 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,355 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 30, 2004 Filed Mar 31, 2004 23:08 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 45,556 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-04-000161 · edgardoc.xml · derivative · entry 4 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,556 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 |
| March 30, 2004 Filed Mar 31, 2004 23:08 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 45,556 | $56.05 | $2,553,573.25 |
DisclosureSEC source: 0000060667-04-000161 · edgardoc.xml · nonDerivative · entry 2 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,911 Read SEC document |
| March 30, 2004 Filed Mar 31, 2004 23:08 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 45,556 | $22.50 | $1,025,010.00 |
DisclosureSEC source: 0000060667-04-000161 · edgardoc.xml · nonDerivative · entry 1 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,467 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 05, 2004 Filed Mar 8, 2004 21:33 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $22.50 | $0.00 |
DisclosureSEC source: 0000060667-04-000157 · edgardoc.xml · derivative · entry 8 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,556 Underlying: Common Stock · 10,000 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 |
| March 05, 2004 Filed Mar 8, 2004 21:33 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 10,000 | $56.00 | $560,000.00 |
DisclosureSEC source: 0000060667-04-000157 · edgardoc.xml · nonDerivative · entry 2 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,911 Read SEC document |
| March 05, 2004 Filed Mar 8, 2004 21:33 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 10,000 | $22.50 | $225,000.00 |
DisclosureSEC source: 0000060667-04-000157 · edgardoc.xml · nonDerivative · entry 1 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,911 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 20:21 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: 0000060667-04-000141 · edgardoc.xml · derivative · entry 2 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 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 20:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000141 · edgardoc.xml · nonDerivative · entry 1 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 Read SEC document |
| January 30, 2004 Filed Feb 25, 2004 19:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (401(k) Account) | 143 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000086 · edgardoc.xml · nonDerivative · entry 1 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,712 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 19:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 295 | $35.92 | $10,596.40 |
DisclosureSEC source: 0000060667-04-000086 · edgardoc.xml · nonDerivative · entry 3 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 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 17:31 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 301 | $35.28 | $10,619.28 |
DisclosureSEC source: 0000060667-03-000086 · edgardoc.xml · nonDerivative · entry 1 WESSLING GREGORY J · CIK 0001219944 · SVP Store 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 Feb 25, 2004 19:47 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 1,238 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000086 · edgardoc.xml · nonDerivative · entry 2 WESSLING GREGORY J · CIK 0001219944 · SVP Store Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,238 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.