Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BENCHMARK ELECTRONICS INCBHE · Entity 4343 | Director | May 12, 2021 | May 14, 2021 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | February 14, 2025 | February 20, 2025 |
| Safeguard Acquisition Corp.SAC · Entity 5890 | Director | December 03, 2025 | December 04, 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.
BENCHMARK ELECTRONICS INC
Report date May 12, 2021 · Filed May 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,246 |
Reported balance
After 2021-05-12 transaction · row 1
1 source rowRow 1 · 2021-05-12 · Grant · Acquired 5,200 · Balance 28,246 F1: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest one-year from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest one-year from the date of grant.
LOCKHEED MARTIN CORP
Report date February 14, 2025 · Filed February 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 5,501.7599 |
Reported balance
After 2025-02-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-02-14 · Grant · Acquired 133.9036 · Balance 5,501.7599 F1: Phantom stock units convert to common stock on a one-for-one basis. F2: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Deferred Comp Plan | 436.325 |
Reported balance
Holding disclosure · report date 2025-02-14 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 436.325 F1: Phantom stock units convert to common stock on a one-for-one basis. F4: The information pertains to previously acquired phantom stock units under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b) which will be settled upon the Reporting Person's retirement or termination of service. 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: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.
F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.
F4: The information pertains to previously acquired phantom stock units under the Lockheed Martin Corporation Directors Deferred Compensation Plan exempt under Section 16(b) which will be settled upon the Reporting Person's retirement or termination of service.
Safeguard Acquisition Corp.
Report date December 03, 2025 · Filed December 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-12-03 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B ordinary shares are convertible for the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-291300) (the "Registration Statement") and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares are convertible for the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-291300) (the "Registration Statement") and have no expiration date.
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 |
|---|---|---|---|---|---|---|
| February 14, 2025 Filed Feb 20, 2025 00:11 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 133.9036 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-25-002019 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 5,501.7599 Underlying: Common Stock · 133.9036 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.19 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 00:03 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 401.7773 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-24-002547 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 5,231.2701 Underlying: Common Stock · 401.7773 shares Expires not disclosed F1 · derivative.exercise_price: Phantom stock units convert to common stock on a one-for-one basis. F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.12 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.12 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $423.12 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date. All unvested awards will vest in full upon retirement due to the age limitation in the bylaws, death, disability or change in control, or one-third upon failure to stand for reelection. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3 · balance_after: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:44 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 353.7908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-23-002247 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 4,701.011 Underlying: Common Stock · 353.7908 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $480.51 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 23:10 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 417.5982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-22-001337 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 4,236.8519 Underlying: Common Stock · 417.5982 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $389.13 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| May 12, 2021 Filed May 14, 2021 16:43 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | GrantCommon Stock | 5,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-032629 · doc4.xml · nonDerivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,246 F1 · shares: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest one-year from the date of grant. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 501.4968 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-001598 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 3,709.1223 Underlying: Common Stock · 501.4968 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation Amended and Restated Directors Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $324.03 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| May 13, 2020 Filed May 14, 2020 19:09 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | GrantCommon Stock | 7,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-005975 · edgar.xml · nonDerivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,046 F1 · shares: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest one-year from the date of grant. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 23:17 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 372.7919 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-20-001511 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 3,121.8128 Underlying: Common Stock · 372.7919 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Lockheed Martin Corporation common stock. F2 · price: In accordance with the Amended and Restated Lockheed Martin Corporation Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $435.90 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.exercise_date: In accordance with the Amended and Restated Lockheed Martin Corporation Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $435.90 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F2 · derivative.expiration_date: In accordance with the Amended and Restated Lockheed Martin Corporation Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $435.90 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:30 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | GrantCommon Stock | 5,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006291 · edgar.xml · nonDerivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,163 F1 · shares: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest one-year from the date of grant. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 21:15 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 535.0547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-19-001736 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 2,680.9567 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. Read SEC document |
| May 16, 2018 Filed May 17, 2018 20:31 UTC | BENCHMARK ELECTRONICS INC BHE · Entity 4343 | GrantCommon Stock | 5,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007029 · edgar.xml · nonDerivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,191 F1 · shares: These shares are represented by a restricted stock unit award bearing the right to receive Common Shares and are scheduled to vest in ratable quarterly installments over a one-year period from the date of grant. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 21:16 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 436.8043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-18-002064 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 2,089.2867 Underlying: Common Stock · 436.8043 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert on a 1-for-1 basis. F2 · price: In accordance with the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $354.85 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 begin on March 30 following vesting of the award. F2 · derivative.exercise_date: In accordance with the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $354.85 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 begin on March 30 following vesting of the award. F2 · derivative.expiration_date: In accordance with the Lockheed Martin Corporation 2009 Directors' Equity Plan, each non-employee director received an award of phantom stock units, which award is exempt under Rule 16b-3. The phantom stock units were acquired at $354.85 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's retirement or termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards made after January 1, 2018 begin on March 30 following vesting of the award. F3 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment. Read SEC document |
| January 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: 0001225208-17-002205 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 1,611.1369 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 |
| 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: 0001225208-16-025607 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 1,008.6304 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 |
| December 31, 2015 Filed Jan 5, 2016 23:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 166.9353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-023603 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 343.1143 Underlying: Common Stock · 166.9353 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $217.15 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $217.15 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $217.15 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additional phantom stock units acquired through dividend reinvestment under the Plan which are exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. Read SEC document |
| September 30, 2015 Filed Oct 2, 2015 20:03 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 174.8589 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-019070 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Deferred Comp Plan Disclosed balance after: 174.8589 Underlying: Common Stock · 174.8589 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: The information pertains to phantom stock units acquired at $207.31 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: The information pertains to phantom stock units acquired at $207.31 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to phantom stock units acquired at $207.31 per share through director retainer fee deferral under the Lockheed Martin Directors Deferred Compensation Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. Read SEC document |
| August 03, 2015 Filed Aug 5, 2015 20:07 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 312.8158 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-016511 · doc4.xml · derivative · entry 1 Carlson Bruce A · CIK 0001647496 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 312.8158 Underlying: Common Stock · 312.8158 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 Reporting Person joined the Board of Directors effective July 1, 2015. Accordingly, under the terms of the plan, he received a prorated award. The phantom stock units were acquired at $207.79 per share and vest 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 Reporting Person joined the Board of Directors effective July 1, 2015. Accordingly, under the terms of the plan, he received a prorated award. The phantom stock units were acquired at $207.79 per share and vest 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 Reporting Person joined the Board of Directors effective July 1, 2015. Accordingly, under the terms of the plan, he received a prorated award. The phantom stock units were acquired at $207.79 per share and vest 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. 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.