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 |
|---|---|---|---|---|---|---|
| November 21, 2017 Filed Jan 3, 2018 22:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GiftCommon Stock | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000419 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,130 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:58 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 116.8262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-015799 · 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: 5,875.3563 Underlying: Common Stock · 116.8262 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 $310.29 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 $310.29 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 $310.29 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 30, 2017 Filed Jul 5, 2017 21:47 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 130.5789 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-012236 · 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: 5,724.7612 Underlying: Common Stock · 130.5789 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 $277.61 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 $277.61 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 $277.61 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, 2017 Filed Jun 2, 2017 16:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock Option · Derivative | 43,530 | $0.00 Strike: $20.69 | $0.00 |
DisclosureSEC source: 0001209191-17-037206 · doc4.xml · derivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,530 Underlying: Common Stock · 43,530 shares Expires 2027-05-31 F3 · derivative.exercise_date: This line reflects the grant of stock options to purchase U. S. Steel common stock. Option grants vest ratably over three years, one-third on each of the first, second and third grant date anniversaries. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 16:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 20,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037206 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,503 F2 · kind: This amount includes restricted stock units (RSUs) which 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 |
| May 31, 2017 Filed Jun 2, 2017 16:13 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 4,858 | $20.68 | $100,463.44 |
DisclosureSEC source: 0001209191-17-037206 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,523 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 |
| May 27, 2017 Filed May 31, 2017 16:20 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 3,301 | $20.21 | $66,713.21 |
DisclosureSEC source: 0001209191-17-036428 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director · Pres. & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,381 F1 · kind: This line reflects the tax withholding on the vesting of restricted stock units (RSUs) that were granted on May 27, 2014. RSUs vest ratably over a three year period. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:52 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 135.4634 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-007493 · 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: 5,558.1367 Underlying: Common Stock · 135.4634 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 $267.60 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 $267.60 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 $267.60 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, 2017 Filed Mar 2, 2017 17:55 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock Option · Derivative | 30,020 | $0.00 Strike: $39.27 | $0.00 |
DisclosureSEC source: 0001209191-17-016856 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,020 Underlying: Common Stock · 30,020 shares Expires 2027-02-28 F4 · derivative.exercise_date: This line reflects the grant of stock options to purchase U. S. Steel common stock. Option grants vest ratably over three years, one-third on each of the first, second and third grant date anniversaries. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:55 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 14,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016856 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,682 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 28, 2017 Filed Mar 2, 2017 17:55 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 24,606 | $39.27 | $966,277.62 |
DisclosureSEC source: 0001209191-17-016856 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,672 F2 · shares: This line reflects the tax withholding on the vesting of performance based restricted stock units (RSUs) that were granted on February 25, 2014. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 17:55 UTC | UNITED STATES STEEL CORP X · Entity 78343 | GrantCommon Stock | 51,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016856 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,278 F1 · shares: This line represents performance-based restricted stock units (RSUs) that were granted on February 25, 2014 and vested on February 28, 2017. 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, 2017 Filed Feb 28, 2017 16:41 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 3,559 | $36.89 | $131,291.51 |
DisclosureSEC source: 0001209191-17-015310 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,113 F1 · shares: 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 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 18,260 | $0.00 Strike: $24.78 | $0.00 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · derivative · entry 10 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,520 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. F3 · 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 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 33,560 | $0.00 Strike: $24.29 | $0.00 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · derivative · entry 9 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,780 Underlying: Common Stock · 33,560 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. F3 · 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 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock Option · Derivative | 152,810 | $0.00 Strike: $25.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · derivative · entry 8 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 152,810 shares Expires 2023-09-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 18,260 | $40.87 | $746,286.20 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · nonDerivative · entry 6 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,672 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging in price from $40.87 to $40.895, inclusive. The reporting person undertakes to provide to United States Steel Corporation, any security holder of United States Steel Corporation, 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 set forth in this footnote. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 18,260 | $24.78 | $452,482.80 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · nonDerivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,932 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 33,560 | $40.87 | $1,371,597.20 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · nonDerivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,672 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging in price from $40.87 to $40.895, inclusive. The reporting person undertakes to provide to United States Steel Corporation, any security holder of United States Steel Corporation, 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 set forth in this footnote. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 33,560 | $24.29 | $815,004.60 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,232 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 152,810 | $40.87 | $6,245,344.70 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,672 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 16:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Exercise / conversionCommon Stock | 152,810 | $25.00 | $3,820,250.00 |
DisclosureSEC source: 0001209191-17-013825 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,482 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 in this Form 4 were completed pursuant to the terms of a 10b5-1 plan. Read SEC document |
| January 30, 2017 Filed Feb 2, 2017 00:55 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 573.5079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-002204 · 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: 7,754.929 Underlying: Common Stock · 573.5079 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 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. F2 · derivative.exercise_date: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 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. F2 · derivative.expiration_date: Annual award of stock units under the Lockheed Martin Corporation 2009 Directors' Equity Plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $252.83 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. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 17:46 UTC | UNITED STATES STEEL CORP X · Entity 78343 | SaleCommon Stock | 51,791 | $32.56 | $1,686,314.96 |
DisclosureSEC source: 0001209191-16-152208 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,672 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions ranging in price from $32.49 to $32.68, inclusive. The reporting person undertakes to provide to United States Steel Corporation, any security holder of United States Steel Corporation, 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 this footnote. Read SEC document |
| September 03, 2016 Filed Sep 7, 2016 16:56 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 9,177 | $19.13 | $175,556.01 |
DisclosureSEC source: 0001209191-16-140429 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,463 F2 · shares: This line reflects the disposition of shares for tax withholding purposes in connection with the vesting of restricted stock units (RSUs) that were granted on September 3, 2013 as part of a new hire grant. RSUs cliff-vest on third anniversary of the grant date. RSUs are payable in stock only. Read SEC document |
| September 03, 2016 Filed Sep 7, 2016 16:56 UTC | UNITED STATES STEEL CORP X · Entity 78343 | Tax withholdingCommon Stock | 8,570 | $19.13 | $163,944.10 |
DisclosureSEC source: 0001209191-16-140429 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,640 F1 · shares: This line reflects the disposition of shares for tax withholding purposes in connection with the vesting of restricted stock units (RSUs) that were granted on September 3, 2013. RSUs vest ratably over a three year period. RSUs are payable in stock only. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 21:07 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 691.1344 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-025606 · 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: 6,980.7218 Underlying: Common Stock · 691.1344 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $209.80 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. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $209.80 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. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $209.80 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. F3 · balance_after: End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| February 04, 2015 Filed Feb 4, 2015 23:13 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,329 | $0.00 Strike: $89.32 | $0.00 |
DisclosureSEC source: 0001225208-15-003015 · doc4.xml · derivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,329 shares Expires 2023-01-27 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. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, the stock options vest 50% on June 30 following the award date (January 28, 2013) and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Read SEC document |
| February 04, 2015 Filed Feb 4, 2015 23:13 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 2,940 | $192.50 | $565,958.53 |
DisclosureSEC source: 0001225208-15-003015 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,162 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $192.42 to $192.51. Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sales price. Read SEC document |
| February 04, 2015 Filed Feb 4, 2015 23:13 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 1,000 | $192.43 | $192,426.40 |
DisclosureSEC source: 0001225208-15-003015 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,102 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $192.42 to $192.51. Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sales price. Read SEC document |
| February 04, 2015 Filed Feb 4, 2015 23:13 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 6,329 | $89.32 | $565,306.28 |
DisclosureSEC source: 0001225208-15-003015 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,102 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2015 Filed Feb 4, 2015 23:13 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 686.6318 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-003015 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 6,102.7179 Underlying: Common Stock · 686.6318 shares Expires not disclosed F3 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F4 · price: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $189.33 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. F4 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $189.33 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. F4 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director elects to receive an award of phantom stock units in accordance with the plan, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $189.33 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. F5 · balance_after: End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| August 08, 2014 Filed Aug 12, 2014 20:26 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,901 | $0.00 Strike: $107.72 | $0.00 |
DisclosureSEC source: 0001225208-14-018338 · doc4.xml · derivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,901 shares Expires 2018-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 08, 2014 Filed Aug 12, 2014 20:26 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 1,238 | $165.58 | $204,988.04 |
DisclosureSEC source: 0001225208-14-018338 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,773 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $165.5763 to $165.59. Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sales price. Read SEC document |
| August 08, 2014 Filed Aug 12, 2014 20:26 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 1,901 | $107.72 | $204,775.72 |
DisclosureSEC source: 0001225208-14-018338 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,011 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 27, 2014 Filed Jan 30, 2014 00:54 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 884.2334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-14-002744 · 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: 5,249.2867 Underlying: Common Stock · 884.2334 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $147.02 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. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $147.02 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. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $147.02 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. F3 · balance_after: End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| July 30, 2013 Filed Aug 1, 2013 20:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,203 | $0.00 Strike: $82.01 | $0.00 |
DisclosureSEC source: 0001225208-13-017064 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,203 shares Expires 2022-01-28 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. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, the stock options vested 50% on June 30 following the award date (January 30, 2012) and 50% on December 31 following the award date. Read SEC document |
| July 30, 2013 Filed Aug 1, 2013 20:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,686 | $0.00 Strike: $82.52 | $0.00 |
DisclosureSEC source: 0001225208-13-017064 · doc4.xml · derivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,686 shares Expires 2019-01-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, the stock options vested 50% on June 30 following the award date (January 26, 2009) and 50% on December 31 following the award date. Read SEC document |
| July 30, 2013 Filed Aug 1, 2013 20:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 6,081 | $120.24 | $731,187.95 |
DisclosureSEC source: 0001225208-13-017064 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,110 Read SEC document |
| July 30, 2013 Filed Aug 1, 2013 20:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 3,686 | $82.52 | $304,168.72 |
DisclosureSEC source: 0001225208-13-017064 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,191 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. Read SEC document |
| July 30, 2013 Filed Aug 1, 2013 20:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 5,203 | $82.01 | $426,698.03 |
DisclosureSEC source: 0001225208-13-017064 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,505 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 14, 2013 Filed Jun 18, 2013 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,917 | $0.00 Strike: $74.89 | $0.00 |
DisclosureSEC source: 0001225208-13-014553 · doc4.xml · derivative · entry 5 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,917 shares Expires 2020-01-31 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. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation Directors Equity Plan for non-employee directors, the stock options vested 50% on June 30 following the award date (February 1, 2010) and 50% on December 31 following the award date. Read SEC document |
| June 14, 2013 Filed Jun 18, 2013 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,211 | $0.00 Strike: $79.60 | $0.00 |
DisclosureSEC source: 0001225208-13-014553 · doc4.xml · derivative · entry 4 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,211 shares Expires 2021-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Under the Lockheed Martin Corporation Directors Equity Plan for non-employee directors, the stock options vested 50% on June 30 following the award date (January 31, 2011) and 50% on December 31 following the award date. Read SEC document |
| June 14, 2013 Filed Jun 18, 2013 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 5,826 | $107.94 | $628,853.78 |
DisclosureSEC source: 0001225208-13-014553 · doc4.xml · nonDerivative · entry 3 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,302 Read SEC document |
| June 14, 2013 Filed Jun 18, 2013 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 3,917 | $74.89 | $293,344.13 |
DisclosureSEC source: 0001225208-13-014553 · doc4.xml · nonDerivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,128 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 14, 2013 Filed Jun 18, 2013 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 4,211 | $79.60 | $335,195.60 |
DisclosureSEC source: 0001225208-13-014553 · doc4.xml · nonDerivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,211 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 23:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 727.7206 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-13-002519 · doc4.xml · derivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 4,192.3158 Underlying: Common Stock · 727.7206 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F3 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $89.32 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. F3 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $89.32 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. F3 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $89.32 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. F4 · balance_after: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan. Read SEC document |
| January 28, 2013 Filed Jan 30, 2013 23:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,329 | $0.00 Strike: $89.32 | $0.00 |
DisclosureSEC source: 0001225208-13-002519 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,329 Underlying: Common Stock · 6,329 shares Expires 2023-01-27 F1 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The stock options 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. Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 22:26 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 670.6499 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-12-002804 · doc4.xml · derivative · entry 2 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 3,309.1975 Underlying: Common Stock · 670.6499 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F3 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $82.01 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. F3 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $82.01 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. F3 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $82.01 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. F4 · balance_after: End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 22:26 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,203 | $0.00 Strike: $82.01 | $0.00 |
DisclosureSEC source: 0001225208-12-002804 · doc4.xml · derivative · entry 1 BURRITT DAVID B · CIK 0001204586 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,203 Underlying: Common Stock · 5,203 shares Expires 2022-01-28 F1 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The stock options 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. 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.