Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATERPILLAR INCCAT · Entity 2808 | V.P./Chief Financial Officer | May 28, 2010 | June 01, 2010 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | September 30, 2026 | October 02, 2026 |
| UNITED STATES STEEL CORPX · Entity 78343 | Director · Pres. & CEO | June 18, 2025 | June 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,022 |
Reported balance
After 2010-05-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Direct | 25,723 |
Reported balance
Holding disclosure · report date 2010-05-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,723 F1: This amount includes 13,849 shares in 401K and 374 shares in dividend reinvestment. |
| CommonSEC Table I · non-derivative | IndirectOwned by Wife | 13,314 |
Reported balance
Holding disclosure · report date 2010-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Deferred Comp Plan | 11,632.9162 |
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 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 security | IndirectLockheed Martin Directors Equity Plan | 14,278.1072 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-06-18 transaction · row 3
3 source rows · reconciled sequenceRow 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-derivative | IndirectBy Trust | 0 |
Reported balance
After 2025-06-18 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectBy 401(k) Plan | 0 |
Reported balance
After 2025-06-18 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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 2027-02-28 | Direct | 0 |
Reported balance
After 2025-06-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2028-12-30 | Direct | 0 |
Reported balance
After 2025-06-18 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 | 83.456 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. 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 | 12,171 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. 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 | 10,533 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. 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 | 81,989 | $0.00 | $0.00 |
DisclosureSEC 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. 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 | 9,946 | $47.52 | $472,633.92 |
DisclosureSEC 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. 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 | 28,468 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. 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.