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 29, 2023 Filed Oct 3, 2023 16:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 103.9221 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-23-009178 · 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: 9,745.1105 Underlying: Common Stock · 103.9221 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 $408.96 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 $408.96 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 $408.96 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, 2023 Filed Jul 5, 2023 21:32 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 92.315 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-23-007284 · 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: 9,571.7691 Underlying: Common Stock · 92.315 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 $460.38 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 $460.38 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 $460.38 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 05, 2023 Filed Jun 6, 2023 19:09 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GiftUnited States Steel Corporation Common Stock | 38,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034872 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 834,067 F1 · shares: For estate planning purposes, the reporting person transferred these shares from a living trust to an irrevocable trust for the benefit of members of his immediate family. The reporting person remains the beneficial owner of the shares held in the irrevocable trust. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 13:41 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 89.9033 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-23-004411 · 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: 9,417.9471 Underlying: Common Stock · 89.9033 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 $472.73 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 $472.73 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 $472.73 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, 2023 Filed Mar 1, 2023 19:43 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 115,402 | $29.91 | $3,451,673.82 |
DisclosureSEC source: 0001209191-23-014345 · doc4.xml · nonDerivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872,889 F4 · shares: This line reflects the tax withholding on the vesting of TSR-based performance RSUs that vested on February 28, 2023. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 19:43 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 136,618 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014345 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 988,291 F3 · shares: This line represents performance -based RSUs that were granted on February 25, 2020, and vested on February 28, 2023. 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 28, 2023 Filed Mar 1, 2023 19:43 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 47,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014345 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 851,673 F2 · shares: This line represents RSUs earned upon satisfaction of 2022 performance criteria for the 2022-2024 ROCE performance awards. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 19:43 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 127,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014345 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,537 F1 · shares: This line reflects the grant of restricted stock units (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, 2023 Filed Feb 28, 2023 18:15 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 52,059 | $28.89 | $1,503,984.51 |
DisclosureSEC source: 0001209191-23-013840 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,477 F1 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 25, 2020. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 16:10 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 27,248 | $28.28 | $770,573.44 |
DisclosureSEC source: 0001209191-23-012680 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 729,536 F2 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 23, 2021. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 16:10 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 17,259 | $28.31 | $488,602.29 |
DisclosureSEC source: 0001209191-23-012680 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756,784 F1 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 22, 2022. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:43 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 353.7908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-23-002246 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 11,905.3409 Underlying: Common Stock · 353.7908 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. 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 $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, 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 $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, 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 $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, 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 30, 2022 Filed Jan 4, 2023 20:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 83.5063 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-23-000159 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 9,269.4432 Underlying: Common Stock · 83.5063 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $486.49 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 $486.49 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 $486.49 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:22 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 105.1671 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-010688 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 9,129.6379 Underlying: Common Stock · 105.1671 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $386.29 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 $386.29 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 $386.29 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 94.4855 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-008520 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 8,963.71 Underlying: Common Stock · 94.4855 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $429.96 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 $429.96 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 $429.96 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 17:37 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleUnited States Steel Corporation Common Stock | 43,530 | $38.00 | $1,654,140.00 |
DisclosureSEC source: 0001209191-22-023536 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774,043 F1 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 17:37 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionUnited States Steel Corporation Common Stock | 43,530 | $20.69 | $900,635.70 |
DisclosureSEC source: 0001209191-22-023536 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817,573 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 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 17:37 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 43,530 | $0.00 Strike: $20.69 | $0.00 |
DisclosureSEC source: 0001209191-22-023536 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,530 shares Expires 2027-05-31 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 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 17:37 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleUnited States Steel Corporation Common Stock | 85,714 | $37.15 | $3,183,846.53 |
DisclosureSEC source: 0001209191-22-023536 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 251,260 F1 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. F2 · price: The price in column 4 is a weighted average price. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 23:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 92.0367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-005447 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 8,810.3543 Underlying: Common Stock · 92.0367 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $441.40 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 $441.40 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 $441.40 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| March 29, 2022 Filed Feb 9, 2023 21:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GiftCommon Stock | 11,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008219 · doc5.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774,043 F1 · shares: For estate planning purposes, the reporting person transferred these shares from a living trust to an irrevocable trust for the benefit of members of his immediate family. The reporting person remains the beneficial owner of the shares held in the irrevocable trust Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 19,207 | $26.95 | $517,628.65 |
DisclosureSEC source: 0001209191-22-014039 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785,313 F2 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 26, 2019. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 52,059 | $25.64 | $1,334,792.76 |
DisclosureSEC source: 0001209191-22-014039 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,520 F1 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 25, 2020. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 17:48 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 27,248 | $23.81 | $648,774.88 |
DisclosureSEC source: 0001209191-22-012778 · doc4.xml · nonDerivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856,579 F5 · shares: This line reflects the tax withholding on the vesting of RSUs that were granted on February 23, 2021. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 17:48 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 89,989 | $24.19 | $2,176,833.91 |
DisclosureSEC source: 0001209191-22-012778 · doc4.xml · nonDerivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 883,827 F4 · shares: This line reflects the tax withholding on the vesting of ROCE-based performance RSUs that vested on February 22, 2022. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 17:48 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 200,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012778 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973,816 F3 · shares: This line represents performance -based RSUs that were granted on February 26, 2019, and vested on February 22, 2022. ROCE-based performance awards vest upon the achievement of return on capital employed (ROCE) against pre-set performance targets. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 17:48 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 10,016 | $24.19 | $242,287.04 |
DisclosureSEC source: 0001209191-22-012778 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773,156 F2 · shares: This line reflects the tax withholding on the vesting of TSR-based performance RSUs that vested on February 22, 2022. TSR-based performance RSUs were granted on February 26, 2019 and vested based upon the performance of U. S. Steel's common stock performance vs. that of a peer group over a three-year period. The shares were earned under this award on February 23, 2021, as reported on a previous Form 4. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 17:48 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 157,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012778 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783,172 F1 · shares: This line reflects the grant of restricted stock units (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 |
| January 31, 2022 Filed Feb 2, 2022 23:10 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 417.5982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-001333 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 11,258.2764 Underlying: Common Stock · 417.5982 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. 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 $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (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 $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (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 $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:17 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 114.3046 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-000271 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 8,664.8382 Underlying: Common Stock · 114.3046 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $355.41 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 $355.41 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 $355.41 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| December 30, 2021 Filed Dec 30, 2021 17:01 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock Option · Derivative | 171,000 | $0.00 Strike: $23.52 | $0.00 |
DisclosureSEC source: 0001209191-21-071612 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,000 Underlying: Common Stock · 171,000 shares Expires 2028-12-31 F1 · derivative.exercise_date: The option becomes exercisable, if at all, in one-third increments if the 20-trading day average closing stock price for United States Steel Corporation meets or exceeds $35, $45 and $55, respectively. Read SEC document |
| September 30, 2021 Filed Oct 2, 2021 00:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 117.7195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-012663 · doc4.xml · derivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 8,482.726 Underlying: Common Stock · 117.7195 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F3 · price: The information pertains to phantom stock units acquired at $345.10 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 · derivative.exercise_date: The information pertains to phantom stock units acquired at $345.10 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 · derivative.expiration_date: The information pertains to phantom stock units acquired at $345.10 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. F4 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 16:10 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleUnited States Steel Corporation Common Stock | 50,000 | $30.00 | $1,500,000.00 |
DisclosureSEC source: 0001209191-21-052753 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 212,981 F1 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. F2 · price: The price in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.02, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| August 06, 2021 Filed Oct 2, 2021 00:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GiftCommon Stock | 1,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012663 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,796 F1 · kind: The reporting person transferred these shares to an irrevocable trust for the benefit of members of his immediate family. The reporting person remains the beneficial owner of the shares held in the irrevocable trust. Read SEC document |
| August 06, 2021 Filed Oct 2, 2021 00:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GiftCommon Stock | 1,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012663 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,207 F1 · kind: The reporting person transferred these shares to an irrevocable trust for the benefit of members of his immediate family. The reporting person remains the beneficial owner of the shares held in the irrevocable trust. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:25 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 107.3741 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-009951 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 8,303.2405 Underlying: Common Stock · 107.3741 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $378.35 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 $378.35 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 $378.35 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| June 09, 2021 Filed Feb 9, 2022 09:02 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GiftCommon Stock | 112,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007942 · doc5.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,052 F1 · shares: For estate planning purposes, the reporting person transferred these shares from a living trust to an irrevocable trust for the benefit of members of his immediate family. The reporting person remains the beneficial owner of the shares held in the irrevocable trust Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:06 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 47,834 | $0.00 Strike: $14.78 | $0.00 |
DisclosureSEC source: 0001209191-21-032104 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,834 shares Expires 2026-05-31 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 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. F2 · 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 |
| May 10, 2021 Filed May 12, 2021 17:06 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleUnited States Steel Corporation Common Stock | 47,834 | $28.40 | $1,358,485.60 |
DisclosureSEC source: 0001209191-21-032104 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,775 F1 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. Read SEC document |
| May 10, 2021 Filed May 12, 2021 17:06 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionUnited States Steel Corporation Common Stock | 47,834 | $14.78 | $706,986.52 |
DisclosureSEC source: 0001209191-21-032104 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 786,609 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 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 23:46 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 109.9459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-006246 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 8,140.4615 Underlying: Common Stock · 109.9459 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $369.50 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 $369.50 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 $369.50 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 17:02 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 7,964 | $17.72 | $141,122.08 |
DisclosureSEC source: 0001209191-21-016161 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,775 F2 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 27, 2018. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 17:02 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 19,207 | $17.12 | $328,823.84 |
DisclosureSEC source: 0001209191-21-016161 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,739 F1 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 26, 2019. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 16:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 44,059 | $18.75 | $826,106.25 |
DisclosureSEC source: 0001209191-21-015240 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 765,946 F1 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 25, 2020. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 20:41 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 149,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014522 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810,005 F2 · shares: Represents RSUs earned upon satisfaction of 2020 performance criteria for the 2019-2021 and 2020-2022 TSR performance awards. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 20:41 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 189,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014522 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,077 F1 · shares: This line reflects the grant of restricted stock units (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 01, 2021 Filed Feb 3, 2021 22:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 501.4968 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-001597 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 10,528.0781 Underlying: Common Stock · 501.4968 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. 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 $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (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 $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (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 $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:21 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 114.4431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-000323 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 7,973.6717 Underlying: Common Stock · 114.4431 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $354.98 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 $354.98 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 $354.98 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| November 20, 2020 Filed Feb 11, 2021 20:59 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GiftCommon Stock | 167,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009944 · doc5.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,287 F2 · kind: For estate planning purposes, the reporting person transferred 167,965 shares from a living trust to an irrevocable trust for the benefit of members of his immediate family. The reporting person remains the beneficial owner of the shares held in the irrevocable trust. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 21:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 105.993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-012002 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 7,801.5983 Underlying: Common Stock · 105.993 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: The information pertains to phantom stock units acquired at $383.28 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 $383.28 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 $383.28 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: End of period holdings include additional acquisitions through dividend reinvestment. 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.