Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOMINION ENERGY, INCD · Entity 3007 | Director | May 11, 2022 | May 12, 2022 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | April 01, 2024 | April 03, 2024 |
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.
DOMINION ENERGY, INC
Report date May 11, 2022 · Filed May 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Company Trust for Director | 24,327.0629 |
Reported balance
After 2022-05-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-05-11 · Grant · Acquired 2,044 · Balance 24,327.0629 F1: Additional stock units credited to the Director's account for annual stock retainer under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3. |
| Common StockSEC Table I · non-derivative | Direct | 6,680.36 |
Reported balance
Holding disclosure · report date 2022-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,680.36 |
Filing footnotes · ownership attribution and instrument terms
F1: Additional stock units credited to the Director's account for annual stock retainer under the Dominion Energy, Inc. Non-Employee Directors Compensation Plan in a transaction exempt under Rule 16(b)-3.
LOCKHEED MARTIN CORP
Report date April 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 200 |
Ending reported balance
After 2024-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-04-01 · Exercise / conversion · Acquired 365.9886 · Balance 565.9886 F1: Phantom stock units convert to common stock on a one-for-one basis. Row 2 · 2024-04-01 · Disposition to issuer · Disposed 365.9886 · Balance 200 |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 22,570.1394 |
Reported balance
After 2024-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-01 · Exercise / conversion · Disposed 365.9886 · Balance 22,570.1394 F1: Phantom stock units convert to common stock on a one-for-one basis. F2: The reporting person elected payment of his 2023 equity award and accrued dividend equivalents thereon in cash in accordance with the terms of the Lockheed Martin Corporation Amended and Restated Directors Equity Plan. F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units convert to common stock on a one-for-one basis.
F2: The reporting person elected payment of his 2023 equity award and accrued dividend equivalents thereon in cash in accordance with the terms of the Lockheed Martin Corporation Amended and Restated Directors Equity Plan.
F3: Holdings as of reportable transaction date include additional acquisitions through dividend reinvestment.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LEVEL 3 COMMUNICATIONS INC
Report date November 01, 2017 · Filed November 02, 2017
Section 16 reporting ended · disclosed 2017-11-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-11-01 transaction · row 1
1 source rowRow 1 · 2017-11-01 · Disposition to issuer · Disposed 69,256 · Balance 0 F1: Disposition pursuant to the merger (the "Merger") of Wildcat Merger Sub 1 LLC with and into Level 3 pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 31, 2016, by and between CenturyLink, Inc. ("CenturyLink"), Wildcat Merger Sub 1 LLC, WWG Merger Sub LLC and Level 3, with the Merger being a transaction exempt under Rule 16b-3(e). Pursuant to the Merger Agreement at the effective time of the Merger, each share of Level 3 common stock was converted into (A) 1.4286 shares of common stock of CenturyLink, par value $1.00 per share (the "Exchange Ratio") and (B) the right to receive $26.50 in cash, without interest (the "Merger Consideration"). Also, pursuant to the Merger Agreement at the effective time of the Merger, each issued and outstanding restricted stock unit award granted prior to April 1, 2014 and each restricted stock unit award granted to a non-employee member of Level 3's Board of Directors was exchanged for Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition pursuant to the merger (the "Merger") of Wildcat Merger Sub 1 LLC with and into Level 3 pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 31, 2016, by and between CenturyLink, Inc. ("CenturyLink"), Wildcat Merger Sub 1 LLC, WWG Merger Sub LLC and Level 3, with the Merger being a transaction exempt under Rule 16b-3(e). Pursuant to the Merger Agreement at the effective time of the Merger, each share of Level 3 common stock was converted into (A) 1.4286 shares of common stock of CenturyLink, par value $1.00 per share (the "Exchange Ratio") and (B) the right to receive $26.50 in cash, without interest (the "Merger Consideration"). Also, pursuant to the Merger Agreement at the effective time of the Merger, each issued and outstanding restricted stock unit award granted prior to April 1, 2014 and each restricted stock unit award granted to a non-employee member of Level 3's Board of Directors was exchanged for Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| December 01, 2004 Filed Dec 2, 2004 19:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 101.7584 | $61.42 | $6,250.00 |
DisclosureSEC source: 0001227213-04-000073 · edgar.xml · derivative · entry 1 Ellis James O Jr · CIK 0001309357 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LM Directors Equity Plan Disclosed balance after: 101.7584 Underlying: Common Stock · 101.7584 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F2 · derivative.exercise_date: The information pertains to the phantom stock units acquired under the Lockheed Martin Directors Equity Plan exempt under Section 16(b). Units are settled upon the reporting persons retirement or termination of service. F2 · derivative.expiration_date: The information pertains to the phantom stock units acquired under the Lockheed Martin Directors Equity Plan exempt under Section 16(b). Units are settled upon the reporting persons 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.