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TAICLET JAMES D JR

Disclosed activity across 2 companies

Tapewire entity
14902
SEC CIK
0001218672

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
LOCKHEED MARTIN CORPLMT · Entity 2882Director · Chairman, President & CEOFebruary 25, 2026February 27, 2026

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.

LOCKHEED MARTIN CORP

Report date February 25, 2026 · Filed February 27, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-02-25Direct8,803 Reported balance After 2026-02-25 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-02-25 · Grant · Acquired 8,803 · Balance 8,803

F1: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F2: Award of restricted stock units which vests on the third anniversary of the grant date. Per the award agreement, vesting may be accelerated to the extent necessary to satisfy tax withholding obligations for retirement-eligible Reporting Persons and such vested shares shall be disposed to the Issuer for the purposes of satisfying the Reporting Person's tax withholding obligations, which is an exempt transaction under Rule 16b-3.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F2: Award of restricted stock units which vests on the third anniversary of the grant date. Per the award agreement, vesting may be accelerated to the extent necessary to satisfy tax withholding obligations for retirement-eligible Reporting Persons and such vested shares shall be disposed to the Issuer for the purposes of satisfying the Reporting Person's tax withholding obligations, which is an exempt transaction under Rule 16b-3.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

AMERICAN TOWER CORP /MA/

Report date June 14, 2020 · Filed June 16, 2020

Section 16 reporting ended · disclosed 2020-06-16. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect331,345 Reported balance After 2020-06-04 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2020-06-04 · Gift · Disposed 1,897 · Balance 331,345

F1: Charitable gift of Common Stock.

F2: 35,085 shares were returned to the reporting person's direct beneficial ownership on March 20, 2020, in the form of a scheduled annuity payment under the terms of a grantor retained annuity trust formed in 2019 (the "2019 GRAT").

F3: 56,658 shares were previously reported as directly beneficially owned. These shares were contributed to a grantor retained annuity trust formed in 2020 (the "2020 GRAT") on June 3, 2020.

Common StockSEC Table I · non-derivativeDirect331,331 Reported balance After 2020-06-05 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2020-06-05 · Gift · Disposed 14 · Balance 331,331

F1: Charitable gift of Common Stock.

Common StockSEC Table I · non-derivativeIndirectBy Trust24,864 Reported balance Holding disclosure · report date 2020-06-14 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 24,864

Common StockSEC Table I · non-derivativeIndirectBy children1,420 Reported balance Holding disclosure · report date 2020-06-14 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 1,420

F4: The reporting person disclaims beneficial ownership in shares held by children.

Common StockSEC Table I · non-derivativeIndirectBy GRAT100,313 Reported balance Holding disclosure · report date 2020-06-14 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 100,313

F5: Includes 43,655 shares held in the 2019 GRAT and 56,658 shares held in the 2020 GRAT.

Filing footnotes · ownership attribution and instrument terms

F1: Charitable gift of Common Stock.

F2: 35,085 shares were returned to the reporting person's direct beneficial ownership on March 20, 2020, in the form of a scheduled annuity payment under the terms of a grantor retained annuity trust formed in 2019 (the "2019 GRAT").

F3: 56,658 shares were previously reported as directly beneficially owned. These shares were contributed to a grantor retained annuity trust formed in 2020 (the "2020 GRAT") on June 3, 2020.

F4: The reporting person disclaims beneficial ownership in shares held by children.

F5: Includes 43,655 shares held in the 2019 GRAT and 56,658 shares held in the 2020 GRAT.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 01, 2019 Filed Aug 5, 2019 20:04 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionOption to Purchase Common Stock · Derivative 57,438 $0.00 Strike: $62.00 $0.00
Disclosure

SEC source: 0001053507-19-000106 · edgar.xml · derivative · entry 9

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 57,438 shares

Expires 2022-03-12

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.

F8 · derivative.exercise_date: This option was granted pursuant to the 2007 Equity Incentive Plan, as amended, and is exercisable in 25% cumulative annual increments beginning March 12, 2013.

Read SEC document
August 01, 2019 Filed Aug 5, 2019 20:04 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 16,034 $213.02 $3,415,562.68
Disclosure

SEC source: 0001053507-19-000106 · edgar.xml · nonDerivative · entry 6

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,976

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F6 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $212.84 to $213.17 per share.

Read SEC document
August 01, 2019 Filed Aug 5, 2019 20:04 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 23,366 $212.31 $4,960,835.46
Disclosure

SEC source: 0001053507-19-000106 · edgar.xml · nonDerivative · entry 5

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,010

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F5 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $211.84 to $212.83 per share.

Read SEC document
August 01, 2019 Filed Aug 5, 2019 20:04 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 5,379 $211.55 $1,137,927.45
Disclosure

SEC source: 0001053507-19-000106 · edgar.xml · nonDerivative · entry 4

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 237,376

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F4 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $210.84 to $211.82 per share.

Read SEC document
August 01, 2019 Filed Aug 5, 2019 20:04 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 7,599 $210.27 $1,597,841.73
Disclosure

SEC source: 0001053507-19-000106 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 242,755

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $209.77 to $210.76 per share.

Read SEC document
August 01, 2019 Filed Aug 5, 2019 20:04 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 5,060 $209.17 $1,058,400.20
Disclosure

SEC source: 0001053507-19-000106 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 250,354

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $208.72 to $209.71 per share.

Read SEC document
August 01, 2019 Filed Aug 5, 2019 20:04 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionCommon Stock 57,438 $62.00 $3,561,156.00
Disclosure

SEC source: 0001053507-19-000106 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,414

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 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionOption to Purchase Common Stock · Derivative 57,438 $0.00 Strike: $62.00 $0.00
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · derivative · entry 10

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,438

Underlying: Common Stock · 57,438 shares

Expires 2022-03-12

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.

F9 · derivative.exercise_date: This option was granted pursuant to the 2007 Equity Incentive Plan, as amended, and is exercisable in 25% cumulative annual increments beginning March 12, 2013.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 1,248 $205.00 $255,840.00
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · nonDerivative · entry 7

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,976

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F7 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $205.00 to $205.02 per share.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 1,788 $204.31 $365,306.28
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · nonDerivative · entry 6

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,224

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F6 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $204.00 to $204.94 per share.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 3,112 $203.50 $633,292.00
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · nonDerivative · entry 5

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,012

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F5 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $203.00 to $203.99 per share.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 3,756 $202.65 $761,153.40
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · nonDerivative · entry 4

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,124

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F4 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $202.01 to $202.96 per share.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 24,259 $201.26 $4,882,366.34
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,880

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $201.00 to $201.79 per share.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 23,275 $200.65 $4,670,128.75
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 232,139

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $200.00 to $200.99 per share.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:05 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionCommon Stock 57,438 $62.00 $3,561,156.00
Disclosure

SEC source: 0001053507-19-000092 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,414

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 03, 2019 Filed Jun 5, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionOption to Purchase Common Stock · Derivative 57,439 $0.00 Strike: $62.00 $0.00
Disclosure

SEC source: 0001053507-19-000085 · edgar.xml · derivative · entry 7

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,876

Underlying: Common Stock · 57,439 shares

Expires 2022-03-12

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.

F6 · derivative.exercise_date: This option was granted pursuant to the 2007 Equity Incentive Plan, as amended, and is exercisable in 25% cumulative annual increments beginning March 12, 2013.

Read SEC document
June 03, 2019 Filed Jun 5, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 6,578 $208.91 $1,374,209.98
Disclosure

SEC source: 0001053507-19-000085 · edgar.xml · nonDerivative · entry 4

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,976

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F4 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $208.78 to $209.26 per share.

Read SEC document
June 03, 2019 Filed Jun 5, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 25,903 $208.18 $5,392,486.54
Disclosure

SEC source: 0001053507-19-000085 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,554

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $207.78 to $208.76 per share.

Read SEC document
June 03, 2019 Filed Jun 5, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 24,958 $207.42 $5,176,788.36
Disclosure

SEC source: 0001053507-19-000085 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,457

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $206.78 to $207.77 per share.

Read SEC document
June 03, 2019 Filed Jun 5, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionCommon Stock 57,439 $62.00 $3,561,218.00
Disclosure

SEC source: 0001053507-19-000085 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,415

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
May 06, 2019 Filed Feb 12, 2020 22:10 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GiftCommon Stock 24,864 $0.00 $0.00
Disclosure

SEC source: 0001053507-20-000015 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 24,864

F1 · kind: Upon termination of the reporting person's grantor retained annuity trust formed in 2017 (the "2017 GRAT") on May 6, 2019, 24,864 shares vested to a trust formed in 2012.

Read SEC document
May 06, 2019 Filed Feb 12, 2020 22:10 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GiftCommon Stock 24,864 $0.00 $0.00
Disclosure

SEC source: 0001053507-20-000015 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By GRAT

Disclosed balance after: 78,740

F1 · kind: Upon termination of the reporting person's grantor retained annuity trust formed in 2017 (the "2017 GRAT") on May 6, 2019, 24,864 shares vested to a trust formed in 2012.

Read SEC document
May 01, 2019 Filed May 3, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionOption to Purchase Common Stock · Derivative 57,439 $0.00 Strike: $62.00 $0.00
Disclosure

SEC source: 0001053507-19-000074 · edgar.xml · derivative · entry 6

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,315

Underlying: Common Stock · 57,439 shares

Expires 2022-03-12

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.

F5 · derivative.exercise_date: This option was granted pursuant to the 2007 Equity Incentive Plan, as amended, and is exercisable in 25% cumulative annual increments beginning March 12, 2013.

Read SEC document
May 01, 2019 Filed May 3, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 33,108 $194.47 $6,438,512.76
Disclosure

SEC source: 0001053507-19-000074 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,976

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $194.31 to $195.00 per share.

Read SEC document
May 01, 2019 Filed May 3, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 24,331 $194.09 $4,722,403.79
Disclosure

SEC source: 0001053507-19-000074 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 231,084

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 15, 2019.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $193.31 to $194.30 per share.

Read SEC document
May 01, 2019 Filed May 3, 2019 20:24 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionCommon Stock 57,439 $62.00 $3,561,218.00
Disclosure

SEC source: 0001053507-19-000074 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255,415

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
April 17, 2019 Filed Apr 19, 2019 20:21 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 500 $194.00 $97,000.00
Disclosure

SEC source: 0001053507-19-000066 · edgar.xml · nonDerivative · entry 4

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

Read SEC document
April 17, 2019 Filed Apr 19, 2019 20:21 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 480 $192.11 $92,212.80
Disclosure

SEC source: 0001053507-19-000066 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 500

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

F4 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $191.99 to $192.40 per share.

Read SEC document
April 17, 2019 Filed Apr 19, 2019 20:21 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 2,455 $191.20 $469,396.00
Disclosure

SEC source: 0001053507-19-000066 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 980

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $190.62 to $191.53 per share.

Read SEC document
April 17, 2019 Filed Apr 19, 2019 20:21 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 5,145 $190.06 $977,858.70
Disclosure

SEC source: 0001053507-19-000066 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 3,435

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $189.62 to $190.60 per share.

Read SEC document
April 16, 2019 Filed Apr 17, 2019 20:22 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 4,863 $195.59 $951,154.17
Disclosure

SEC source: 0001053507-19-000064 · edgar.xml · nonDerivative · entry 4

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 8,580

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

F5 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $195.30 to $196.17 per share.

Read SEC document
April 16, 2019 Filed Apr 17, 2019 20:22 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 7,000 $194.78 $1,363,460.00
Disclosure

SEC source: 0001053507-19-000064 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 13,443

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

F4 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $194.30 to $195.29 per share.

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April 15, 2019 Filed Apr 17, 2019 20:22 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 4,563 $196.47 $896,492.61
Disclosure

SEC source: 0001053507-19-000064 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 20,443

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $196.14 to $196.70 per share.

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April 15, 2019 Filed Apr 17, 2019 20:22 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 7,300 $195.51 $1,427,223.00
Disclosure

SEC source: 0001053507-19-000064 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 25,006

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by a trust in which the reporting person is deemed to have a beneficial interest on March 15, 2019.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $195.13 to $195.97 per share.

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March 12, 2019 Filed Mar 14, 2019 20:23 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Tax withholdingCommon Stock 2,906 $185.75 $539,789.50
Disclosure

SEC source: 0001053507-19-000050 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 276,716

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes in connection with the vesting of restricted stock units previously granted under the 2007 Equity Incentive Plan, as amended.

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March 11, 2019 Filed Mar 12, 2019 21:55 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 22,684 $0.00 $0.00
Disclosure

SEC source: 0001053507-19-000041 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 279,622

F2 · shares: These RSUs were granted pursuant to the Plan and vest in 25% cumulative annual increments beginning March 11, 2020. Each RSU respresents a contingent right to receive one share of Common Stock.

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March 10, 2019 Filed Mar 12, 2019 21:55 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Tax withholdingCommon Stock 50,780 $181.61 $9,222,155.80
Disclosure

SEC source: 0001053507-19-000041 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,938

F1 · kind: Shares delivered to the issuer for the payment of withholding taxes in connection with the vesting of restricted stock units ("RSUs") and performance-based restricted stock units previously granted under the 2007 Equity Incentive Plan, as amended (the "Plan").

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February 27, 2019 Filed Mar 1, 2019 21:19 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 114,034 $0.00 $0.00
Disclosure

SEC source: 0001053507-19-000018 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 307,718

F1 · shares: Reflects the number of performance-based restricted stock units ("PSUs") earned, as a result of the Compensation Committee's certification to the achievement of performance, under the terms of a PSU award granted on March 10, 2016. These shares will vest at the end of the three-year performance period of such PSU award, and each PSU represents a contingent right to receive one share of Common Stock.

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January 31, 2019 Filed Feb 4, 2019 21:16 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantPhantom Stock Units · Derivative 535.0547 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-19-001743 · doc4.xml · derivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Lockheed Martin Directors Equity Plan

Disclosed balance after: 983.6954

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.

F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment.

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December 20, 2018 Filed Feb 12, 2019 21:19 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GiftCommon Stock 32,306 $0.00 $0.00
Disclosure

SEC source: 0001338678-19-000008 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 32,306

F1 · kind: Upon termination of the reporting person's grantor retained annuity trust formed in 2013 (the "2013 GRAT") on December 20, 2018, 32,306 shares were transferred to a trust formed in 2012 (the "Trust").

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December 20, 2018 Filed Feb 12, 2019 21:19 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GiftCommon Stock 32,306 $0.00 $0.00
Disclosure

SEC source: 0001338678-19-000008 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By GRAT

Disclosed balance after: 117,546

F1 · kind: Upon termination of the reporting person's grantor retained annuity trust formed in 2013 (the "2013 GRAT") on December 20, 2018, 32,306 shares were transferred to a trust formed in 2012 (the "Trust").

F2 · balance_after: 14,300 shares were returned to the reporting person's direct beneficial ownership on December 20, 2018, in the form of a final scheduled annuity payment under the terms of the 2013 GRAT.

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August 06, 2018 Filed Aug 8, 2018 20:20 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionOption to Purchase Common Stock · Derivative 43,808 $0.00 Strike: $50.78 $0.00
Disclosure

SEC source: 0001338678-18-000036 · edgar.xml · derivative · entry 6

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 43,808 shares

Expires 2021-03-10

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.

F5 · derivative.exercise_date: This option was granted pursuant to the 2007 Equity Incentive Plan, as amended, and is exercisable in 25% cumulative annual increments beginning March 10, 2012.

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August 06, 2018 Filed Aug 8, 2018 20:20 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 11,704 $151.10 $1,768,474.40
Disclosure

SEC source: 0001338678-18-000036 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,384

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 2, 2018.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $150.85 to $151.46 per share.

Read SEC document
August 06, 2018 Filed Aug 8, 2018 20:20 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 32,104 $150.48 $4,831,009.92
Disclosure

SEC source: 0001338678-18-000036 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,088

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 2, 2018.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $149.85 to $150.84 per share.

Read SEC document
August 06, 2018 Filed Aug 8, 2018 20:20 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionCommon Stock 43,808 $50.78 $2,224,570.24
Disclosure

SEC source: 0001338678-18-000036 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,192

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 09, 2018 Filed Jul 11, 2018 20:23 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionOption to Purchase Common Stock · Derivative 43,843 $0.00 Strike: $50.78 $0.00
Disclosure

SEC source: 0001338678-18-000034 · edgar.xml · derivative · entry 7

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,808

Underlying: Common Stock · 43,843 shares

Expires 2021-03-10

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.

F6 · derivative.exercise_date: This option was granted pursuant to the 2007 Equity Incentive Plan, as amended, and is exercisable in 25% cumulative annual increments beginning March 10, 2012.

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July 09, 2018 Filed Jul 11, 2018 20:23 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 1,728 $144.99 $250,542.72
Disclosure

SEC source: 0001338678-18-000034 · edgar.xml · nonDerivative · entry 4

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,384

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 2, 2018.

F4 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $144.90 to $145.00 per share.

Read SEC document
July 09, 2018 Filed Jul 11, 2018 20:23 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 4,400 $143.15 $629,860.00
Disclosure

SEC source: 0001338678-18-000034 · edgar.xml · nonDerivative · entry 3

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,112

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 2, 2018.

F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $143.00 to $143.54 per share.

Read SEC document
July 09, 2018 Filed Jul 11, 2018 20:23 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 SaleCommon Stock 37,715 $142.50 $5,374,387.50
Disclosure

SEC source: 0001338678-18-000034 · edgar.xml · nonDerivative · entry 2

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,512

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 2, 2018.

F2 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $142.00 to $142.99 per share.

Read SEC document
July 09, 2018 Filed Jul 11, 2018 20:23 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 Exercise / conversionCommon Stock 43,843 $50.78 $2,226,347.54
Disclosure

SEC source: 0001338678-18-000034 · edgar.xml · nonDerivative · entry 1

TAICLET JAMES D JR · CIK 0001218672 · Director · Chairman, President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,227

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

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