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 |
|---|---|---|---|---|---|---|
| August 06, 2020 Filed Feb 11, 2021 20:59 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GiftCommon Stock | 95,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009944 · doc5.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638,252 F1 · kind: 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 |
| June 30, 2020 Filed Jul 2, 2020 19:04 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 111.3258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-009464 · 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: 7,648.1382 Underlying: Common Stock · 111.3258 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 $364.92 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 $364.92 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 $364.92 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 |
| May 31, 2020 Filed Jun 2, 2020 18:10 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 3,017 | $8.25 | $24,890.25 |
DisclosureSEC source: 0001209191-20-033702 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,268 F1 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2017. RSUs vest ratably over a three year period. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:56 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 119.8554 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-005970 · 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: 7,486.4495 Underlying: Common Stock · 119.8554 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 $338.95 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 $338.95 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 $338.95 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 28, 2020 Filed Mar 2, 2020 17:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 1,314 | $7.76 | $10,196.64 |
DisclosureSEC source: 0001209191-20-014652 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,285 F2 · shares: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on February 28, 2017. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 17:33 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 5,202 | $7.84 | $40,783.68 |
DisclosureSEC source: 0001209191-20-014652 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,599 F1 · shares: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on February 27, 2018. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 18:38 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingUnited States Steel Corporation Common Stock | 12,545 | $8.46 | $106,130.70 |
DisclosureSEC source: 0001209191-20-013533 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,801 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, 2020 Filed Feb 27, 2020 18:38 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantUnited States Steel Corporation Common Stock | 362,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013533 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,346 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 30, 2020 Filed Feb 3, 2020 23:17 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 372.7919 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001508 · 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: 9,758.3428 Underlying: Common Stock · 372.7919 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 Amended and Restated Lockheed Martin Corporation 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 $435.90 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 Amended and Restated Lockheed Martin Corporation 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 $435.90 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 Amended and Restated Lockheed Martin Corporation 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 $435.90 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, 2019 Filed Jan 3, 2020 21:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 99.5172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-000290 · 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: 7,316.1926 Underlying: Common Stock · 99.5172 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 $389.38 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 $389.38 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 $389.38 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: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 20:43 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 99.3437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-19-012909 · doc4.xml · derivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 7,172.9381 Underlying: Common Stock · 99.3437 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $390.06 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 $390.06 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 $390.06 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 |
| August 16, 2019 Filed Oct 1, 2019 20:43 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GiftCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012909 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,003 Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:07 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 106.5907 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-19-009821 · 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: 7,033.6992 Underlying: Common Stock · 106.5907 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $363.54 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 $363.54 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 $363.54 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 |
| May 31, 2019 Filed Jun 4, 2019 16:16 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 3,017 | $11.87 | $35,811.79 |
DisclosureSEC source: 0001209191-19-034241 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,736 F2 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2017. RSUs vest ratably over a three year period. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 16:16 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 4,594 | $11.87 | $54,530.78 |
DisclosureSEC source: 0001209191-19-034241 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,753 F1 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2016. RSUs vest ratably over a three year period. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:16 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 2,100 | $330.21 | $693,442.68 |
DisclosureSEC source: 0001225208-19-007179 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,030 Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 129.0978 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-19-006180 · 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: 6,885.4405 Underlying: Common Stock · 129.0978 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $300.16 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 $300.16 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 $300.16 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 28, 2019 Filed Mar 4, 2019 16:11 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 2,015 | $23.05 | $46,445.75 |
DisclosureSEC source: 0001209191-19-015538 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,347 F1 · shares: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on February 28, 2018. RSUs vest ratably over a three year period. Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 18:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 7,975 | $24.06 | $191,878.50 |
DisclosureSEC source: 0001209191-19-014681 · doc4.xml · nonDerivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,362 F4 · shares: This line reflects the tax withholding on the vesting RSUs that were granted on February 27, 2018. RSUs vest ratably over a three year period. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 18:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 133,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014681 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,337 F3 · 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 26, 2019 Filed Feb 28, 2019 18:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 34,013 | $23.92 | $813,590.96 |
DisclosureSEC source: 0001209191-19-014681 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,557 F2 · shares: This line reflects the tax withholding on the vesting of performance-based RSUs that were granted on February 22, 2016. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 18:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 88,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014681 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,570 F1 · shares: This line represents performance-based restricted stock units (RSUs) that were granted on February 22, 2016 and vested on February 26, 2019. Performance awards vest depending 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 |
| January 31, 2019 Filed Feb 4, 2019 21:15 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 535.0547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-19-001735 · 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: 9,153.1701 Underlying: Common Stock · 535.0547 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: In accordance with the Lockheed Martin Corporation 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 $289.69 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 payment begin on March 30 following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation 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 $289.69 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 payment begin on March 30 following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation 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 $289.69 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 payment begin on March 30 following vesting of the award. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 23:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 147.9911 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-19-000500 · 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: 6,707.1829 Underlying: Common Stock · 147.9911 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $261.84 per share through director retainer fee deferral under the Lockheed Martin 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 $261.84 per share through director retainer fee deferral under the Lockheed Martin 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 $261.84 per share through director retainer fee deferral under the Lockheed Martin 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 28, 2018 Filed Oct 2, 2018 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 112.0072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-014170 · 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: 6,504.4199 Underlying: Common Stock · 112.0072 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $345.96 per share through director retainer fee deferral under the Lockheed Martin 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 $345.96 per share through director retainer fee deferral under the Lockheed Martin 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 $345.96 per share through director retainer fee deferral under the Lockheed Martin 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 29, 2018 Filed Jul 3, 2018 19:01 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 131.1647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-011284 · 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: 6,355.6705 Underlying: Common Stock · 131.1647 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $295.43 per share through director retainer fee deferral under the Lockheed Martin 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 $295.43 per share through director retainer fee deferral under the Lockheed Martin 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 $295.43 per share through director retainer fee deferral under the Lockheed Martin 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 |
| May 31, 2018 Filed Jun 4, 2018 16:05 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 3,181 | $37.85 | $120,400.85 |
DisclosureSEC source: 0001209191-18-035008 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,970 F2 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2017. RSUs vest ratably over a three year period. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:05 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 4,594 | $37.85 | $173,882.90 |
DisclosureSEC source: 0001209191-18-035008 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,151 F1 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 31, 2016. RSUs vest ratably over a three year period. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 20:11 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 114.6687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-007159 · 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: 6,183.1992 Underlying: Common Stock · 114.6687 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $337.93 per share through director retainer fee deferral under the Lockheed Martin 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 $337.93 per share through director retainer fee deferral under the Lockheed Martin 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 $337.93 per share through director retainer fee deferral under the Lockheed Martin 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 28, 2018 Filed Mar 2, 2018 17:52 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 2,124 | $44.11 | $93,689.64 |
DisclosureSEC source: 0001209191-18-015938 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,745 F1 · shares: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on February 28, 2017. RSUs vest ratably over a three year period. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 19:16 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 55,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015248 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,869 F3 · 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 27, 2018 Filed Mar 1, 2018 19:16 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 11,141 | $43.99 | $490,092.59 |
DisclosureSEC source: 0001209191-18-015248 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,399 F2 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 24, 2015. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 19:16 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 24,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015248 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,540 F1 · shares: This line represents performance-based restricted stock units (RSUs) that were granted on February 24, 2015 and vested on February 27, 2018. Performance awards vest depending 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 24, 2018 Filed Feb 27, 2018 18:07 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 3,366 | $44.77 | $150,695.82 |
DisclosureSEC source: 0001209191-18-014102 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,045 F1 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on February 24, 2015. RSUs vest ratably over a three year period. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 17:03 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 18,260 | $0.00 Strike: $24.78 | $0.00 |
DisclosureSEC source: 0001209191-18-011986 · doc4.xml · derivative · entry 7 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,260 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 · kind: The transactions reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. 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 |
| February 16, 2018 Filed Feb 21, 2018 17:03 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 16,780 | $0.00 Strike: $24.29 | $0.00 |
DisclosureSEC source: 0001209191-18-011986 · doc4.xml · derivative · entry 6 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,780 shares Expires 2024-05-27 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: The transactions reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 17:03 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCoomon Stock | 18,260 | $43.95 | $802,527.00 |
DisclosureSEC source: 0001209191-18-011986 · doc4.xml · nonDerivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,411 F1 · kind: The transactions reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 17:03 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 18,260 | $24.78 | $452,482.80 |
DisclosureSEC source: 0001209191-18-011986 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,671 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: The transactions reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 17:03 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 16,780 | $43.95 | $737,481.00 |
DisclosureSEC source: 0001209191-18-011986 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,411 F1 · kind: The transactions reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 17:03 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 16,780 | $24.29 | $407,502.30 |
DisclosureSEC source: 0001209191-18-011986 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,191 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: The transactions reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 21:16 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 436.8043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-002063 · 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: 8,390.7429 Underlying: Common Stock · 436.8043 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: In accordance with the Lockheed Martin Corporation 2009 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 $354.85 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 begin on March 30 following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation 2009 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 $354.85 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 begin on March 30 following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation 2009 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 $354.85 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 begin on March 30 following vesting of the award. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 17:20 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 22,916 | $0.00 Strike: $14.78 | $0.00 |
DisclosureSEC source: 0001209191-18-005440 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,834 Underlying: Common Stock · 22,916 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. F3 · kind: The option exercise and sale reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. F4 · 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 |
| January 23, 2018 Filed Jan 25, 2018 17:20 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 22,916 | $39.95 | $915,494.20 |
DisclosureSEC source: 0001209191-18-005440 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,411 F3 · kind: The option exercise and sale reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 17:20 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 22,916 | $14.78 | $338,698.48 |
DisclosureSEC source: 0001209191-18-005440 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,327 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. F3 · kind: The option exercise and sale reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 17:20 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 13,156 | $39.95 | $525,608.51 |
DisclosureSEC source: 0001209191-18-005440 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,411 F1 · kind: This transaction was completed pursuant to the terms of a 10b5-1 trading plan entered into on June 5, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.95 to $39.955, 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 range. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 16:51 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 1,000 | $0.00 Strike: $14.78 | $0.00 |
DisclosureSEC source: 0001209191-18-003999 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,750 Underlying: Common Stock · 1,000 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. F3 · shares: The option exercise and sale reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. F4 · 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 |
| January 16, 2018 Filed Jan 17, 2018 16:51 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 1,000 | $39.96 | $39,960.00 |
DisclosureSEC source: 0001209191-18-003999 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,567 F3 · shares: The option exercise and sale reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 16:51 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 1,000 | $14.78 | $14,780.00 |
DisclosureSEC source: 0001209191-18-003999 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,567 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. F3 · shares: The option exercise and sale reported on this Form 4 were completed pursuant to the terms of a 10b5-1 trading plan entered into on June 2, 2017. Read SEC document |
| January 16, 2018 Filed Jan 17, 2018 16:51 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 5,936 | $39.95 | $237,149.14 |
DisclosureSEC source: 0001209191-18-003999 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,567 F1 · shares: This transaction was completed pursuant to the terms of a 10b5-1 trading plan entered into on June 5, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.95 to $39.96, 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 range. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 120.6977 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-000419 · doc4.xml · derivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 6,032.6549 Underlying: Common Stock · 120.6977 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $321.05 per share through director retainer fee deferral under the Lockheed Martin 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 $321.05 per share through director retainer fee deferral under the Lockheed Martin 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 $321.05 per share through director retainer fee deferral under the Lockheed Martin 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.