Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director · Chairman, President & CEO | February 25, 2026 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-02-25 | Direct | 8,803 |
Reported balance
After 2026-02-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 331,345 |
Reported balance
After 2020-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 331,331 |
Reported balance
After 2020-06-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-06-05 · Gift · Disposed 14 · Balance 331,331 F1: Charitable gift of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 24,864 |
Reported balance
Holding disclosure · report date 2020-06-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,864 |
| Common StockSEC Table I · non-derivative | IndirectBy children | 1,420 |
Reported balance
Holding disclosure · report date 2020-06-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,420 F4: The reporting person disclaims beneficial ownership in shares held by children. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 100,313 |
Reported balance
Holding disclosure · report date 2020-06-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| October 17, 2016 Filed Oct 18, 2016 20:29 UTC | AMERICAN TOWER CORP /MA/ AMT · Entity 2944 | Exercise / conversionCommon Stock | 40,625 | $37.70 | $1,531,562.50 |
DisclosureSEC source: 0001338678-16-000087 · 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: 267,142 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 |
| September 19, 2016 Filed Sep 20, 2016 20:36 UTC | AMERICAN TOWER CORP /MA/ AMT · Entity 2944 | Exercise / conversionOption to Purchase Common Stock · Derivative | 40,625 | $0.00 Strike: $37.70 | $0.00 |
DisclosureSEC source: 0001338678-16-000086 · 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: 40,625 Underlying: Common Stock · 40,625 shares Expires 2018-03-17 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 and is exercisable in 25% cummualtive annual increments beginning March 17, 2009. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 20:36 UTC | AMERICAN TOWER CORP /MA/ AMT · Entity 2944 | SaleCommon Stock | 40,625 | $108.80 | $4,420,000.00 |
DisclosureSEC source: 0001338678-16-000086 · 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: 226,517 F2 · 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 4, 2016. F3 · price: Represents the weighted average price of shares sold in multiple same-day transactions at prices ranging from $108.38 to $109.31 per share. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 20:36 UTC | AMERICAN TOWER CORP /MA/ AMT · Entity 2944 | Exercise / conversionCommon Stock | 40,625 | $37.70 | $1,531,562.50 |
DisclosureSEC source: 0001338678-16-000086 · 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: 267,142 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 22, 2016 Filed Sep 20, 2016 20:36 UTC | AMERICAN TOWER CORP /MA/ AMT · Entity 2944 | GiftCommon Stock | 4,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001338678-16-000086 · 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: 226,517 F1 · kind: Gift of Common Stock to charitable organizations. 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.