Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | September 30, 2026 | October 02, 2026 |
| Palo Alto Networks IncPANW · Entity 1811 | Director | December 09, 2025 | December 11, 2025 |
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.
LOCKHEED MARTIN CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Deferred Comp Plan | 1,665.5769 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 96.9563 · Balance 1,665.5769 F1: Phantom stock units convert to common stock on a one-for-one basis. F2: The information pertains to phantom stock units acquired at $509.25 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 2,077.1854 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,077.1854 F1: Phantom stock units convert to common stock on a one-for-one basis. F4: The information pertains to previously acquired stock units under the Lockheed Martin Corporation Amended and Restated Directors Equity Plan exempt under Section 16(b). Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have payment of awards granted on or after January 1, 2018 (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: The information pertains to phantom stock units acquired at $509.25 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service.
F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.
F4: The information pertains to previously acquired stock units under the Lockheed Martin Corporation Amended and Restated Directors Equity Plan exempt under Section 16(b). Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have payment of awards granted on or after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.
Palo Alto Networks Inc
Report date December 09, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,188 |
Reported balance
After 2025-12-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-09 · Grant · Acquired 2,516 · Balance 14,188 F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date. F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 24,924 |
Reported balance
Holding disclosure · report date 2025-12-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,924 F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024. F3: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,926 |
Reported balance
Holding disclosure · report date 2025-12-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,926 F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024. F4: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date.
F2: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024.
F3: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
F4: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date September 30, 2019 · Filed October 02, 2019
Section 16 reporting ended · disclosed 2019-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 10,770.2522 |
Reported balance
After 2019-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-09-30 · Grant · Acquired 1,055.7612 · Balance 10,770.2522 F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | Direct | 203,785 |
Reported balance
After 2019-10-01 transaction · row 2
1 source rowRow 2 · 2019-10-01 · Tax withholding · Disposed 11,625 · Balance 203,785 F2: Mandatory tax withholding on vesting of Restricted Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 6,150.8501 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,150.8501 F3: The amount reported is based on a 401(k) report dated as of August 31, 2019 . |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 96,293 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 96,293 |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 54,118 |
Reported balance
Holding disclosure · report date 2019-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 54,118 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
F2: Mandatory tax withholding on vesting of Restricted Stock.
F3: The amount reported is based on a 401(k) report dated as of August 31, 2019 .
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 01:33 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 96.9563 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-26-008067 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 1,665.5769 Underlying: Common Stock · 96.9563 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: The information pertains to phantom stock units acquired at $509.25 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $509.25 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $509.25 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 1,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007142 · doc4.xml · nonDerivative · entry 6 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $597.7465 to $598.7410, inclusive. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007142 · doc4.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,742 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $598.7529 to $599.4026, inclusive. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 469 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007142 · doc4.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,373 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $596.7062 to $597.6678, inclusive. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007142 · doc4.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,842 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $599.7823 to $600.7583, inclusive. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 204 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007142 · doc4.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,054 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $600.8337 to $601.5186, inclusive. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 20:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007142 · doc4.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,258 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $601.8820 to $602.0581, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) through (6) to this Form 4. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 21:06 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 96.9163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-26-006399 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 1,558.2733 Underlying: Common Stock · 96.9163 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: The information pertains to phantom stock units acquired at $509.46 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $509.46 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $509.46 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:21 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 81.6939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-26-004197 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 1,451.4877 Underlying: Common Stock · 81.6939 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: The information pertains to phantom stock units acquired at $604.39 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $604.39 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $604.39 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 260.5044 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-26-002079 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 2,038.1299 Underlying: Common Stock · 260.5044 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: 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. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:06 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 103.3762 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-26-000145 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 1,362.1628 Underlying: Common Stock · 103.3762 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: The information pertains to phantom stock units acquired at $483.67 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $483.67 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $483.67 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 22:30 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 2,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-316256 · ownership.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,188 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date. F2 · balance_after: The number of shares beneficially owned reflects the Issuer's 2-for-1 stock split effected December 13, 2024. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 14:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 100.1582 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-25-008226 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 1,249.9498 Underlying: Common Stock · 100.1582 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: The information pertains to phantom stock units acquired at $499.21 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $499.21 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $499.21 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 22:58 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 107.9587 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-25-006423 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 1,142.0599 Underlying: Common Stock · 107.9587 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: The information pertains to phantom stock units acquired at $463.14 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $463.14 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $463.14 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 22:17 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 111.9294 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-25-003941 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 1,026.7129 Underlying: Common Stock · 111.9294 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: The information pertains to phantom stock units acquired at $446.71 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $446.71 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $446.71 per share through director retainer fee deferral under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled in cash upon the reporting person's retirement or termination of service. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 00:12 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 401.7108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-25-002026 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 1,727.8352 Underlying: Common Stock · 401.7108 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: 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 $423.19 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. F2 · derivative.exercise_date: 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 $423.19 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. F2 · derivative.expiration_date: 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 $423.19 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 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 23:42 UTC | Palo Alto Networks Inc PANW · Entity 1811 | GrantCommon Stock | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-135520 · ownership.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,836 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person's continued service as of each such date. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:03 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 401.7773 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-24-002548 · doc4.xml · derivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 1,292.381 Underlying: Common Stock · 401.7773 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: 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 $423.12 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. F2 · derivative.exercise_date: 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 $423.12 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. F2 · derivative.expiration_date: 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 $423.12 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. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,000 | $368.26 | $736,514.00 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 10 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F12 · price: This sale price represents the weighted average sale price of the shares sold ranging from $368.18 to $368.42 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F5 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 11,157 | $367.54 | $4,100,654.94 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 9 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 2,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F11 · price: This sale price represents the weighted average sale price of the shares sold ranging from $367.00 to $367.88 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F5 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 14,527 | $366.31 | $5,321,370.84 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 8 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 13,157 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F10 · price: This sale price represents the weighted average sale price of the shares sold ranging from $366.00 to $366.88 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F5 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 4,881 | $366.14 | $1,787,139.10 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 7 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 963 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F9 · price: This sale price represents the weighted average sale price of the shares sold ranging from $366.00 to $366.75 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F4 · ownership.nature: Shares held by SRJ Norway Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,300 | $368.24 | $846,961.20 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 6 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 12,462 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F8 · price: This sale price represents the weighted average sale price of the shares sold ranging from $368.15 to $368.53 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 19,623 | $367.55 | $7,212,394.40 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 17,762 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F7 · price: This sale price represents the weighted average sale price of the shares sold ranging from $367.07 to $368.06 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 08, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 14,752 | $366.29 | $5,403,524.83 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 34,385 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $366.00 to $366.87 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 500 | $366.00 | $183,000.00 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 27,684 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F5 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 600 | $366.02 | $219,613.80 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 5,844 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $366.00 to $366.14 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F4 · ownership.nature: Shares held by SRJ Norway Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 600 | $366.02 | $219,613.80 |
DisclosureSEC source: 0000950170-24-013238 · ownership.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 49,137 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $366.00 to $366.14 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 300 | $340.01 | $102,002.10 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 9 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 28,184 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F11 · price: This sale price represents the weighted average sale price of the shares sold ranging from $339.95 to $340.10 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F8 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 702 | $339.47 | $238,309.34 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 8 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 28,484 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F10 · price: This sale price represents the weighted average sale price of the shares sold ranging from $338.88 to $389.73 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F8 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 266 | $338.10 | $89,935.66 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 7 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 29,186 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F9 · price: This sale price represents the weighted average sale price of the shares sold ranging from $337.87 to $338.38 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F8 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 900 | $337.14 | $303,429.60 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 6 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 29,452 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F7 · price: This sale price represents the weighted average sale price of the shares sold ranging from $336.82 to $337.76 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F8 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 100 | $340.37 | $34,037.00 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 5 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 49,737 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 963 | $339.70 | $327,134.95 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 49,837 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $339.34 to $340.10 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 700 | $338.66 | $237,062.00 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 50,800 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F5 · price: This sale price represents the weighted average sale price of the shares sold ranging from $338.18 to $339.07 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 703 | $337.41 | $237,200.64 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 51,500 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $337.03 to $337.97 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:00 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 402 | $336.48 | $135,265.76 |
DisclosureSEC source: 0000950170-24-010457 · ownership.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 52,203 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $335.93 to $336.69 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 16, 2024 Filed Jan 16, 2024 22:23 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 3,000 | $330.01 | $990,021.00 |
DisclosureSEC source: 0000950170-24-004732 · ownership.xml · nonDerivative · entry 4 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 30,352 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F7 · price: This sale price represents the weighted average sale price of the shares sold ranging from $330.00 to $330.06 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F5 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 16, 2024 Filed Jan 16, 2024 22:23 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 5,100 | $330.05 | $1,683,265.20 |
DisclosureSEC source: 0000950170-24-004732 · ownership.xml · nonDerivative · entry 3 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 52,605 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F6 · price: This sale price represents the weighted average sale price of the shares sold ranging from $330.00 to $330.26 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 22:23 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 3,500 | $330.00 | $1,155,010.50 |
DisclosureSEC source: 0000950170-24-004732 · ownership.xml · nonDerivative · entry 2 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 33,352 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F4 · price: This sale price represents the weighted average sale price of the shares sold ranging from $330.00 to $330.09 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F5 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 22:23 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 3,500 | $330.05 | $1,155,178.50 |
DisclosureSEC source: 0000950170-24-004732 · ownership.xml · nonDerivative · entry 1 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 57,705 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F2 · price: This sale price represents the weighted average sale price of the shares sold ranging from $330.00 to $330.12 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 09, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 6,500 | $300.06 | $1,950,366.60 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 14 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 36,852 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F17 · price: This sale price represents the weighted average sale price of the shares sold ranging from $300.00 to $300.20 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F10 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by SRJ Norway Partners LP. Read SEC document |
| January 09, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 8,600 | $300.07 | $2,580,624.36 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 13 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 61,205 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F16 · price: This sale price represents the weighted average sale price of the shares sold ranging from $300.00 to $300.23 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by the Reporting Person. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 200 | $290.66 | $58,131.00 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 12 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 43,352 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F15 · price: This sale price represents the weighted average sale price of the shares sold ranging from $290.64 to $290.67 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F10 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by SRJ Norway Partners LP. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 3,268 | $289.68 | $946,667.70 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 11 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 43,552 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F14 · price: This sale price represents the weighted average sale price of the shares sold ranging from $289.41 to $290.27. per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F10 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by SRJ Norway Partners LP. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 2,200 | $288.89 | $635,562.40 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 10 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 46,820 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F13 · price: This sale price represents the weighted average sale price of the shares sold ranging from $288.39 to $289.37 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F10 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by SRJ Norway Partners LP. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,900 | $287.79 | $546,797.20 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 9 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 49,020 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F12 · price: This sale price represents the weighted average sale price of the shares sold ranging from $287.32 to $288.31 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F10 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by SRJ Norway Partners LP. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 200 | $285.91 | $57,181.00 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 8 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 50,920 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F11 · price: This sale price represents the weighted average sale price of the shares sold ranging from $285.72 to $286.09 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F10 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by SRJ Norway Partners LP. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 900 | $284.99 | $256,491.00 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 7 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 51,120 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F9 · price: This sale price represents the weighted average sale price of the shares sold ranging from $284.57 to $285.38 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F10 · ownership.nature: Shares held by SRJ Norway II Partners LP, for which the Reporting Person serves as general partner. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by SRJ Norway Partners LP. Read SEC document |
| January 08, 2024 Filed Jan 10, 2024 23:09 UTC | Palo Alto Networks Inc PANW · Entity 1811 | SaleCommon Stock | 1,320 | $290.10 | $382,929.36 |
DisclosureSEC source: 0001209191-24-001392 · doc4.xml · nonDerivative · entry 6 Donovan John · CIK 0001353825 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 69,805 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 8, 2023. F8 · price: This sale price represents the weighted average sale price of the shares sold ranging from $289.87 to $290.64 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: Shares held by The Donovan Family Living Trust U/A DTD 09/28/2012, for which the Reporting Person serves as co-trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. In the Reporting Person's previous Section 16 reports, these securities were reported as being held by the Reporting Person. 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.