Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AbbVie Inc.ABBV · Entity 2800 | Director | May 08, 2026 | May 12, 2026 |
| KIMBERLY CLARK CORPKMB · Entity 3103 | Director · Executive Chairman | December 11, 2019 | December 12, 2019 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | February 13, 2026 | February 18, 2026 |
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.
AbbVie Inc.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 2,321 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 1,118 · Balance 2,321 F1: These are restricted stock units awarded under the AbbVie Amended and Restated 2013 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in shares of AbbVie common stock on the earlier of the date of the director's separation from service, death, or the occurrence of a change in control (as defined in the Program). |
| Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy limited partnership | 3,000 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,000 F2: The securities are owned by a limited partnership that is jointly controlled by the reporting person and his spouse. The reporting person disclaims beneficial ownership of the securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These are restricted stock units awarded under the AbbVie Amended and Restated 2013 Incentive Stock Program (the "Program"). They will be paid, on a one-to-one basis, in shares of AbbVie common stock on the earlier of the date of the director's separation from service, death, or the occurrence of a change in control (as defined in the Program).
F2: The securities are owned by a limited partnership that is jointly controlled by the reporting person and his spouse. The reporting person disclaims beneficial ownership of the securities except to the extent of his pecuniary interest therein.
KIMBERLY CLARK CORP
Report date December 11, 2019 · Filed December 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld by TKM II, Ltd. | 562,956 |
Reported balance
After 2019-12-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-12-11 · Gift · Disposed 37,000 · Balance 562,956 |
| Common StockSEC Table I · non-derivative | Indirect401(k) and Profit Sharing Plan | 15,496.0651 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,496.0651 |
| Common StockSEC Table I · non-derivative | IndirectHeld by TKM, Ltd. | 99,411 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 99,411 |
LOCKHEED MARTIN CORP
Report date February 13, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 15,453.7516 |
Reported balance
After 2026-02-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-13 · Grant · Acquired 260.5044 · Balance 15,453.7516 F1: Phantom stock units convert to common stock on a one-for-one basis. F2: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $652.58 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units convert to common stock on a one-for-one basis.
F2: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $652.58 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.
F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| January 31, 2011 Filed Feb 3, 2011 00:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,381.9095 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-004640 · doc4.xml · derivative · entry 1 FALK THOMAS J · CIK 0001222890 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 2,134.917 Underlying: Common Stock · 1,381.9095 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan. Read SEC document |
| August 17, 2010 Filed Aug 19, 2010 19:47 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | PurchaseCommon Stock | 5,000 | $73.02 | $365,097.50 |
DisclosureSEC source: 0001225208-10-019534 · doc4.xml · nonDerivative · entry 1 FALK THOMAS J · CIK 0001222890 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Partnership Disclosed balance after: 5,250 F1 · price: The price represents the weighted average price for multiple transactions reported on this line. The purchase prices ranged from $ 73.0190 to $73.0200. Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate purchase price. F2 · ownership.nature: The shares are owned by TKM II, Ltd., a family limited partnership which is owned by (i) an entity owned by a Trust, controlled by the Reporting Person and his spouse as general partner, and (ii) a Trust controlled by the Reporting Person and his spouse as limited partners. Read SEC document |
| July 01, 2010 Filed Jul 2, 2010 17:14 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 738.6516 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-016377 · doc4.xml · derivative · entry 1 FALK THOMAS J · CIK 0001222890 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 738.6516 Underlying: Common Stock · 738.6516 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $74.46 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $74.46 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $74.46 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. 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.