Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOWES COMPANIES INCLOW · Entity 2896 | SVP Human Resources | March 01, 2004 | March 03, 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 March 01, 2004 · Filed March 03, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 5,288 |
Reported balance
After 2004-03-01 transaction · row 1
1 source rowRow 1 · 2004-03-01 · Grant · Acquired 5,288 · Balance 5,288 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.75 · Expires 2011-03-01 | Direct | 10,575 |
Reported balance
After 2004-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2004-03-01 · Grant · Acquired 10,575 · Balance 10,575 |
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, 2004 Filed Mar 3, 2004 18:20 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: 0000060667-04-000119 · edgardoc.xml · derivative · entry 2 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 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 18:20 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock (Restricted) | 5,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000119 · edgardoc.xml · nonDerivative · entry 1 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,288 Read SEC document |
| January 30, 2004 Filed Feb 25, 2004 16:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 7.937 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000068 · edgardoc.xml · derivative · entry 8 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,109.951 Underlying: Common Stock · 7.937 shares Expires not disclosed F6 · derivative.exercise_price: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F7 · derivative.exercise_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on the March 15 after his termination. F8 · derivative.expiration_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on the March 15 after his termination. Read SEC document |
| January 30, 2004 Filed Feb 25, 2004 16:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 1 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000068 · edgardoc.xml · nonDerivative · entry 2 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272 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 25, 2004 16:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (401(k) Account) | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-04-000068 · edgardoc.xml · nonDerivative · entry 1 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,898 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 16:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 295 | $35.92 | $10,596.40 |
DisclosureSEC source: 0000060667-04-000068 · edgardoc.xml · nonDerivative · entry 3 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 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 |
| October 31, 2003 Filed Feb 25, 2004 16:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 6.092 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000068 · edgardoc.xml · derivative · entry 7 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,102.014 Underlying: Common Stock · 6.092 shares Expires not disclosed F6 · derivative.exercise_price: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F7 · derivative.exercise_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on the March 15 after his termination. F8 · derivative.expiration_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on the March 15 after his termination. Read SEC document |
| October 31, 2003 Filed Feb 25, 2004 16:57 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 1.02 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-04-000068 · edgardoc.xml · derivative · entry 6 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,095.922 Underlying: Common Stock · 1.02 shares Expires not disclosed F6 · derivative.exercise_price: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F7 · derivative.exercise_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on the March 15 after his termination. F8 · derivative.expiration_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on the March 15 after his termination. Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,664 | $52.64 Strike: $23.56 | $982,379.64 |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · derivative · entry 10 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,368 Underlying: Common Stock · 18,664 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 |
| August 20, 2003 Filed Aug 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,336 | $52.64 Strike: $22.50 | $596,670.36 |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · derivative · entry 9 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,336 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 |
| August 20, 2003 Filed Aug 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 18,664 | $52.64 | $982,379.64 |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · nonDerivative · entry 4 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 18,664 | $23.56 | $439,770.50 |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · nonDerivative · entry 3 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,664 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 20, 2003 Filed Aug 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | SaleCommon Stock | 11,336 | $52.64 | $596,670.36 |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · nonDerivative · entry 2 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| August 20, 2003 Filed Aug 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | Exercise / conversionCommon Stock | 11,336 | $22.50 | $255,060.00 |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · nonDerivative · entry 1 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,336 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 01, 2003 Filed Aug 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantPhantom Stock · Derivative | 7.405 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · derivative · entry 11 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,094.902 Underlying: Common Stock · 7.405 shares Expires not disclosed F3 · derivative.exercise_price: Represents the credit of dividends to the Reporting Person's deferred stock account under the Lowe's Deferred Compensation Program. F4 · derivative.exercise_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on March 15 after his termination. F5 · derivative.expiration_date: The Reporting Person becomes entitled to the cash value of the Phantom Stock on the earlier of the March 15 after his 65 birthday or on the March 15 after his termination. Read SEC document |
| May 30, 2003 Filed Jun 3, 2003 15:48 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (SOFE) | 301 | $35.28 | $10,619.28 |
DisclosureSEC source: 0000060667-03-000064 · edgardoc.xml · nonDerivative · entry 1 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 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 21, 2003 23:11 UTC | LOWES COMPANIES INC LOW · Entity 2896 | OtherCommon Stock (BRP) | 1,271 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000060667-03-000154 · edgardoc.xml · nonDerivative · entry 5 JENNINGS PERRY G · CIK 0001219913 · SVP Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271 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.