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BURRITT DAVID B

Disclosed activity across 3 companies

Tapewire entity
13159
SEC CIK
0001204586

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CATERPILLAR INCCAT · Entity 2808V.P./Chief Financial OfficerMay 28, 2010June 01, 2010
LOCKHEED MARTIN CORPLMT · Entity 2882DirectorSeptember 30, 2026October 02, 2026
UNITED STATES STEEL CORPX · Entity 78343Director · Pres. & CEOJune 18, 2025June 18, 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.

CATERPILLAR INC

Report date May 28, 2010 · Filed June 01, 2010

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityDirect14,022 Reported balance After 2010-05-28 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2010-05-28 · Grant · Acquired 73 · Balance 14,022

F3: Security converts to common stock on a one-for-one basis.

F4: The reported phantom stock units were acquired under Caterpillar Inc.'s deferred employee investment plan and will be settled upon the reporting person's retirement or separation from service.

CommonSEC Table I · non-derivativeDirect25,723 Reported balance Holding disclosure · report date 2010-05-28 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 25,723

F1: This amount includes 13,849 shares in 401K and 374 shares in dividend reinvestment.

CommonSEC Table I · non-derivativeIndirectOwned by Wife13,314 Reported balance Holding disclosure · report date 2010-05-28 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 13,314

F2: Reporting person disclaims beneficial ownership.

Filing footnotes · ownership attribution and instrument terms

F1: This amount includes 13,849 shares in 401K and 374 shares in dividend reinvestment.

F2: Reporting person disclaims beneficial ownership.

F3: Security converts to common stock on a one-for-one basis.

F4: The reported phantom stock units were acquired under Caterpillar Inc.'s deferred employee investment plan and will be settled upon the reporting person's retirement or separation from service.

LOCKHEED MARTIN CORP

Report date September 30, 2026 · Filed October 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityIndirectLockheed Martin Directors Deferred Comp Plan11,632.9162 Reported balance After 2026-09-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-30 · Grant · Acquired 83.456 · Balance 11,632.9162

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 securityIndirectLockheed Martin Directors Equity Plan14,278.1072 Reported balance Holding disclosure · report date 2026-09-30 · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · Balance 14,278.1072

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.

UNITED STATES STEEL CORP

Report date June 18, 2025 · Filed June 18, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCKSEC Table I · non-derivativeDirect0 Ending reported balance After 2025-06-18 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2025-06-18 · Disposition to issuer · Disposed 1,196,647 · Balance 0

F2: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units previously granted to the reporting person, and (iii) ROCE-based and TSR-based performance stock units previously granted to the reporting person that relate to performance periods that were completed prior to the Effective Time that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share (the "Per Share Merger Consideration"), less any applicable tax withholdings in accordance with the terms of the Merger Agreement.

F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

Row 2 · 2025-06-18 · Grant · Acquired 372,812 · Balance 372,812

F3: Reflects the acquisition of ROCE-based and TSR-based performance stock units and other performance-based stock awards (collectively, "PSUs") that were deemed to have been earned as of immediately prior to the Effective Time in accordance with the terms of the Merger Agreement.

Row 3 · 2025-06-18 · Disposition to issuer · Disposed 372,812 · Balance 0

F4: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these PSUs was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

COMMON STOCKSEC Table I · non-derivativeIndirectBy Trust0 Reported balance After 2025-06-18 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 4 · 2025-06-18 · Disposition to issuer · Disposed 290,082 · Balance 0

F5: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these Shares was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

COMMON STOCKSEC Table I · non-derivativeIndirectBy 401(k) Plan0 Reported balance After 2025-06-18 transaction · row 5 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 5 · 2025-06-18 · Disposition to issuer · Disposed 11,783.483 · Balance 0

F6: As a result of the Effective Time, each of the Shares that the reporting person previously reported as beneficially owned under the Company's 401(k) retirement plan was liquidated in exchange for the Per Share Merger Consideration.

F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.27 · Expires 2027-02-28Direct0 Reported balance After 2025-06-18 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2025-06-18 · Disposition to issuer · Disposed 30,020 · Balance 0

F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F7: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these stock options was converted into the right to receive an amount in cash equal to the positive difference, if any, between the Per Share Merger Consideration and the applicable exercise price, less any applicable tax withholdings.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.52 · Expires 2028-12-30Direct0 Reported balance After 2025-06-18 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2025-06-18 · Disposition to issuer · Disposed 171,000 · Balance 0

F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F7: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these stock options was converted into the right to receive an amount in cash equal to the positive difference, if any, between the Per Share Merger Consideration and the applicable exercise price, less any applicable tax withholdings.

Filing footnotes · ownership attribution and instrument terms

F1: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F2: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units previously granted to the reporting person, and (iii) ROCE-based and TSR-based performance stock units previously granted to the reporting person that relate to performance periods that were completed prior to the Effective Time that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share (the "Per Share Merger Consideration"), less any applicable tax withholdings in accordance with the terms of the Merger Agreement.

F3: Reflects the acquisition of ROCE-based and TSR-based performance stock units and other performance-based stock awards (collectively, "PSUs") that were deemed to have been earned as of immediately prior to the Effective Time in accordance with the terms of the Merger Agreement.

F4: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these PSUs was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

F5: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these Shares was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

F6: As a result of the Effective Time, each of the Shares that the reporting person previously reported as beneficially owned under the Company's 401(k) retirement plan was liquidated in exchange for the Per Share Merger Consideration.

F7: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these stock options was converted into the right to receive an amount in cash equal to the positive difference, if any, between the Per Share Merger Consideration and the applicable exercise price, less any applicable tax withholdings.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 30, 2026 Filed Oct 2, 2026 01:33 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 83.456 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-26-008066 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 11,632.9162

Underlying: Common Stock · 83.456 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
June 30, 2026 Filed Jul 2, 2026 21:06 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 83.4216 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-26-006398 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 11,473.2749

Underlying: Common Stock · 83.4216 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 70.3188 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-26-004196 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 11,312.9324

Underlying: Common Stock · 70.3188 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
Disclosure

SEC source: 0001225208-26-002078 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 14,009.6487

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 87.8698 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-26-000144 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 11,179.9822

Underlying: Common Stock · 87.8698 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
September 30, 2025 Filed Oct 2, 2025 14:59 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 85.1345 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-25-008225 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 11,014.2453

Underlying: Common Stock · 85.1345 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 91.7649 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-25-006422 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 10,855.6167

Underlying: Common Stock · 91.7649 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
June 18, 2025 Filed Jun 18, 2025 20:31 UTC UNITED STATES STEEL CORP X · Entity 78343 Disposition to issuerStock Option (Right to Buy) · Derivative 171,000 Not disclosed Strike: $23.52 Not disclosed
Disclosure

SEC source: 0001104659-25-060743 · tm2518312-10_4seq1.xml · derivative · entry 7

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 171,000 shares

Expires 2028-12-30

F1 · price: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F7 · price: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these stock options was converted into the right to receive an amount in cash equal to the positive difference, if any, between the Per Share Merger Consideration and the applicable exercise price, less any applicable tax withholdings.

F1 · derivative.exercise_date: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F7 · derivative.exercise_date: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these stock options was converted into the right to receive an amount in cash equal to the positive difference, if any, between the Per Share Merger Consideration and the applicable exercise price, less any applicable tax withholdings.

Read SEC document
June 18, 2025 Filed Jun 18, 2025 20:31 UTC UNITED STATES STEEL CORP X · Entity 78343 Disposition to issuerStock Option (Right to Buy) · Derivative 30,020 Not disclosed Strike: $39.27 Not disclosed
Disclosure

SEC source: 0001104659-25-060743 · tm2518312-10_4seq1.xml · derivative · entry 6

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 30,020 shares

Expires 2027-02-28

F1 · price: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F7 · price: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these stock options was converted into the right to receive an amount in cash equal to the positive difference, if any, between the Per Share Merger Consideration and the applicable exercise price, less any applicable tax withholdings.

F1 · derivative.exercise_date: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F7 · derivative.exercise_date: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these stock options was converted into the right to receive an amount in cash equal to the positive difference, if any, between the Per Share Merger Consideration and the applicable exercise price, less any applicable tax withholdings.

Read SEC document
June 18, 2025 Filed Jun 18, 2025 20:31 UTC UNITED STATES STEEL CORP X · Entity 78343 Disposition to issuerCOMMON STOCK 11,783.483 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-060743 · tm2518312-10_4seq1.xml · nonDerivative · entry 5

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By 401(k) Plan

Disclosed balance after: 0

F6 · shares: As a result of the Effective Time, each of the Shares that the reporting person previously reported as beneficially owned under the Company's 401(k) retirement plan was liquidated in exchange for the Per Share Merger Consideration.

F1 · price: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F6 · price: As a result of the Effective Time, each of the Shares that the reporting person previously reported as beneficially owned under the Company's 401(k) retirement plan was liquidated in exchange for the Per Share Merger Consideration.

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June 18, 2025 Filed Jun 18, 2025 20:31 UTC UNITED STATES STEEL CORP X · Entity 78343 Disposition to issuerCOMMON STOCK 290,082 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-060743 · tm2518312-10_4seq1.xml · nonDerivative · entry 4

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F5 · shares: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these Shares was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

F1 · price: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F5 · price: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these Shares was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

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June 18, 2025 Filed Jun 18, 2025 20:31 UTC UNITED STATES STEEL CORP X · Entity 78343 Disposition to issuerCOMMON STOCK 372,812 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-060743 · tm2518312-10_4seq1.xml · nonDerivative · entry 3

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F4 · shares: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these PSUs was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

F1 · price: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F4 · price: Immediately prior to the Effective Time, in accordance with the terms of the Merger Agreement, each of these PSUs was converted into the right to receive the Per Share Merger Consideration, less any applicable tax withholdings.

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June 18, 2025 Filed Jun 18, 2025 20:31 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantCOMMON STOCK 372,812 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-060743 · tm2518312-10_4seq1.xml · nonDerivative · entry 2

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 372,812

F3 · shares: Reflects the acquisition of ROCE-based and TSR-based performance stock units and other performance-based stock awards (collectively, "PSUs") that were deemed to have been earned as of immediately prior to the Effective Time in accordance with the terms of the Merger Agreement.

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June 18, 2025 Filed Jun 18, 2025 20:31 UTC UNITED STATES STEEL CORP X · Entity 78343 Disposition to issuerCOMMON STOCK 1,196,647 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-25-060743 · tm2518312-10_4seq1.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · shares: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units previously granted to the reporting person, and (iii) ROCE-based and TSR-based performance stock units previously granted to the reporting person that relate to performance periods that were completed prior to the Effective Time that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share (the "Per Share Merger Consideration"), less any applicable tax withholdings in accordance with the terms of the Merger Agreement.

F1 · price: On June 18, 2025, United States Steel Corporation (the "Company") consummated the merger transaction (the "Merger") contemplated by that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 18, 2023, by and among Nippon Steel North America, Inc., a New York corporation ("Parent"), 2023 Merger Subsidiary, Inc., a Delaware corporation and a wholly owned subsidiary of Parent, and the Company. The effective time of the Merger is referred to herein as the "Effective Time".

F2 · price: Reflects (i) shares of common stock of the Company, par value $1.00 (the "Shares"), held directly by the reporting person, (ii) restricted stock units previously granted to the reporting person, and (iii) ROCE-based and TSR-based performance stock units previously granted to the reporting person that relate to performance periods that were completed prior to the Effective Time that, in each case, as of immediately prior to the Effective Time, were converted into the right to receive $55 in cash per Share (the "Per Share Merger Consideration"), less any applicable tax withholdings in accordance with the terms of the Merger Agreement.

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March 31, 2025 Filed Apr 2, 2025 22:17 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 95.14 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-25-003940 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 10,686.9496

Underlying: Common Stock · 95.14 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 28, 2025 Filed Mar 3, 2025 18:26 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 18,242 $39.61 $722,565.62
Disclosure

SEC source: 0000950170-25-031137 · ownership.xml · nonDerivative · entry 2

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,196,647

F2 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 28, 2023.

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February 27, 2025 Filed Mar 3, 2025 18:26 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 20,093 $38.99 $783,426.07
Disclosure

SEC source: 0000950170-25-031137 · ownership.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,214,889

F1 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 27, 2024.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 176,210 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 8

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,234,982

F8 · shares: This line reflects the grant of RSUs. RSUs vest ratably over three years, one-third on each of the first, second and third grant date anniversaries. RSUs are payable in stock only.

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February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 12,171 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 7

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,058,772

F7 · shares: This line represents RSUs earned upon the satisfaction of 2024 performance criteria for the 2023-2025 TSR performance award.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 38,262 $37.74 $1,444,007.88
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 6

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,046,601

F6 · shares: This line reflects the tax withholding on the vesting of TSR-based performance RSUs that vested on February 25, 2025.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 46,274 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 5

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,084,863

F5 · shares: This line represents performance -based RSUs that were granted on February 22, 2022, and vested on February 25, 2025. TSR-based performance awards vest based upon the performance of U. S. Steel's common stock performance vs. that of a peer group over a three-year period. This award partially vested on February 27, 2024.

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February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 10,533 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 4

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,038,589

F4 · shares: This line represents RSUs earned upon the satisfaction of 2024 performance criteria for the 2024-2026 ROCE performance award.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 14,561 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 3

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,028,056

F3 · shares: This line represents RSUs earned upon the satisfaction of 2024 performance criteria for the 2023-2025 ROCE performance award.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 74,962 $37.74 $2,829,065.88
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 2

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,013,495

F2 · shares: This line reflects the tax withholding on the vesting of ROCE-based performance RSUs that vested on February 25, 2025.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:30 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 94,272 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-029298 · ownership.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,088,457

F1 · shares: This line represents the vesting of the remaining performance-based restricted stock units (RSUs) that were granted on February 22, 2022, based upon the satisfaction of ROCE performance criteria. This award partially vested on February 28, 2023 and February 27, 2024.

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February 22, 2025 Filed Feb 25, 2025 20:33 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 19,427 $37.41 $726,764.07
Disclosure

SEC source: 0000950170-25-027164 · ownership.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 994,185

F1 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 22, 2022.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 00:11 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 401.7108 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-25-002018 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 13,364.0391

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.

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February 03, 2025 Filed Feb 5, 2025 18:43 UTC UNITED STATES STEEL CORP X · Entity 78343 Exercise / conversionCommon Stock Option · Derivative 18,260 $0.00 Strike: $24.78 $0.00
Disclosure

SEC source: 0000950170-25-014776 · ownership.xml · derivative · entry 4

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 18,260 shares

Expires 2025-02-24

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.

F1 · derivative.exercise_date: Option grant vests ratably over three years, one-third on each of the first, second and third grant date anniversaries.

Read SEC document
February 03, 2025 Filed Feb 5, 2025 18:43 UTC UNITED STATES STEEL CORP X · Entity 78343 Exercise / conversionUnited States Steel Corporation Common Stock 18,260 $24.78 $452,482.80
Disclosure

SEC source: 0000950170-25-014776 · ownership.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,013,612

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
December 31, 2024 Filed Jan 3, 2025 20:08 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 87.4593 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-25-000158 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 10,513.2265

Underlying: Common Stock · 87.4593 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 $485.94 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 $485.94 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 $485.94 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
September 30, 2024 Filed Oct 2, 2024 20:54 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 72.7042 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-24-009036 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 10,355.8765

Underlying: Common Stock · 72.7042 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 $584.56 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 $584.56 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 $584.56 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 28, 2024 Filed Jul 2, 2024 21:27 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 90.9869 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-24-007242 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 10,227.8497

Underlying: Common Stock · 90.9869 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 $467.10 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 $467.10 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 $467.10 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 28, 2024 Filed Apr 2, 2024 22:48 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 93.4333 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-24-004845 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 10,000.0414

Underlying: Common Stock · 93.4333 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 $454.87 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 $454.87 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 $454.87 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.

Read SEC document
February 28, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 18,242 $47.34 $863,576.28
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 10

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 995,352

F10 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 28, 2023.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 139,950 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 9

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,013,594

F9 · shares: This line reflects the grant of RSUs. RSUs vest ratably over three years, one-third on each of the first, second and third grant date anniversaries. RSUs are payable in stock only.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 35,824 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 8

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 873,644

F8 · shares: This line represents RSUs earned upon satisfaction of 2023 performance criteria for the 2023-2025 TSR performance awards.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 35,843 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 7

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 837,820

F7 · shares: This line represents RSUs earned upon satisfaction of 2023 performance criteria for the 2023-2025 ROCE performance awards.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 39,960 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 6

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 801,977

F6 · shares: This line represents RSUs earned upon satisfaction of 2022 performance criteria for the 2022-2024 TSR performance awards.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 27,339 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 5

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 762,017

F5 · shares: This line represents RSUs earned upon satisfaction of 2022 performance criteria for the 2022-2024 ROCE performance awards.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 37,297 $47.52 $1,772,353.44
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 4

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 734,678

F4 · shares: This line reflects the tax withholding on the vesting of TSR-based performance RSUs that vested on February 27, 2024.

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February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 81,989 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 3

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 771,975

F3 · shares: This line represents performance -based RSUs that were granted on February 23, 2021, and vested on February 27, 2024. TSR-based performance awards vest based upon the performance of U. S. Steel's common stock performance vs. that of a peer group over a three-year period.

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February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 9,946 $47.52 $472,633.92
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 2

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 689,986

F2 · shares: This line reflects the tax withholding on the vesting of ROCE-based performance RSUs that vested on February 27, 2024.

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February 27, 2024 Filed Feb 29, 2024 17:38 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 28,468 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-023300 · ownership.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 699,932

F1 · shares: This line represents the vesting of the remaining performance-based restricted stock units (RSUs) that were granted on February 23, 2021, based upon the satisfaction of ROCE performance criteria. This award partially vested on December 20, 2023.

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February 15, 2024 Filed Feb 21, 2024 00:02 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 401.7773 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-24-002546 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 12,632.4992

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.

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December 29, 2023 Filed Jan 3, 2024 19:34 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 93.7693 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-24-000180 · doc4.xml · derivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan

Disclosed balance after: 9,906.6081

Underlying: Common Stock · 93.7693 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 $453.24 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 $453.24 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 $453.24 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.

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December 20, 2023 Filed Dec 22, 2023 16:17 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 116,551 $47.91 $5,583,958.41
Disclosure

SEC source: 0001209191-23-059557 · doc4.xml · nonDerivative · entry 4

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 671,464

F4 · shares: This line reflects the tax withholding on the vesting of ROCE-based performance RSUs that vested on December 20, 2023.

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December 20, 2023 Filed Dec 22, 2023 16:17 UTC UNITED STATES STEEL CORP X · Entity 78343 GrantUnited States Steel Corporation Common Stock 256,212 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059557 · doc4.xml · nonDerivative · entry 3

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 788,015

F3 · shares: This line represents performance-based RSUs that were granted on February 23, 2021, and partially vested on December 20, 2023. The remaining 2021 ROCE-based performance awards vest, if at all, on February 27, 2024, based upon the satisfaction of performance criteria.

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December 20, 2023 Filed Dec 22, 2023 16:17 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 22,558 $47.91 $1,080,753.78
Disclosure

SEC source: 0001209191-23-059557 · doc4.xml · nonDerivative · entry 2

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 531,803

F2 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted in 2022.

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December 20, 2023 Filed Dec 22, 2023 16:17 UTC UNITED STATES STEEL CORP X · Entity 78343 Tax withholdingUnited States Steel Corporation Common Stock 27,248 $47.91 $1,305,451.68
Disclosure

SEC source: 0001209191-23-059557 · doc4.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 554,361

F1 · shares: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted in 2021.

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December 18, 2023 Filed Dec 20, 2023 17:20 UTC UNITED STATES STEEL CORP X · Entity 78343 SaleUnited States Steel Corporation Common Stock 252,458 $50.01 $12,626,181.95
Disclosure

SEC source: 0001209191-23-059372 · doc4.xml · nonDerivative · entry 1

BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 581,609

F1 · price: The price in this column is a weighted average price. The prices actually received ranged from $49.87 to $50.17. The reporting person has provided the issuer with the number of shares sold at each price within the range.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.