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person · Reporting owner

Tanner Bruce L

Disclosed activity across 4 companies

Tapewire entity
16032
SEC CIK
0001411075

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN TOWER CORP /MA/AMT · Entity 2944DirectorMarch 10, 2026March 12, 2026
LOCKHEED MARTIN CORPLMT · Entity 2882Executive VP & CFOJanuary 28, 2019January 31, 2019
TRUIST FINANCIAL CORPTFC · Entity 1440DirectorFebruary 24, 2026February 26, 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.

AMERICAN TOWER CORP /MA/

Report date March 10, 2026 · Filed March 12, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect6,940 Reported balance After 2026-03-10 transaction · row 1
1 source row

Row 1 · 2026-03-10 · Grant · Acquired 1,209 · Balance 6,940

F1: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2027. Each RSU represents a contingent right to receive one share of Common Stock.

Filing footnotes · ownership attribution and instrument terms

F1: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2027. Each RSU represents a contingent right to receive one share of Common Stock.

LOCKHEED MARTIN CORP

Report date January 28, 2019 · Filed January 31, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect81,712.709 Reported balance After 2019-01-28 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2019-01-28 · Grant · Acquired 13,141 · Balance 81,712.709

F1: Shares acquired upon settlement of performance stock units granted on January 28, 2016, following the end of a three-year performance period 2016-2018 (Performance Cycle). The amount earned during the Performance Cycle is based on the satisfaction of performance against three separate financial metrics.

Common StockSEC Table I · non-derivativeDirect87,282.709 Reported balance After 2019-01-28 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2019-01-28 · Exercise / conversion · Acquired 5,570 · Balance 87,282.709

F2: Each restricted stock unit granted on January 28, 2016 was the economic equivalent of one share of LMT common stock.

Common StockSEC Table I · non-derivativeDirect78,417.709 Reported balance After 2019-01-28 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 3 · 2019-01-28 · Tax withholding · Disposed 8,865 · Balance 78,417.709

F3: Disposition to the Issuer of shares to satisfy the reporting person's tax withholding obligation upon vesting of stock units which is exempt under Rule 16b-3.

F4: End of period holdings include additional acquisitions through dividend reinvestment.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-01-28Direct0 Reported balance After 2019-01-28 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2019-01-28 · Exercise / conversion · Disposed 5,570 · Balance 0

F6: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

Common StockSEC Table I · non-derivativeIndirectLockheed Martin Salaried Savings Plan2,560.296 Reported balance Holding disclosure · report date 2019-01-28 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 2,560.296

F5: End of period holdings include additional acquisitions under the Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Shares acquired upon settlement of performance stock units granted on January 28, 2016, following the end of a three-year performance period 2016-2018 (Performance Cycle). The amount earned during the Performance Cycle is based on the satisfaction of performance against three separate financial metrics.

F2: Each restricted stock unit granted on January 28, 2016 was the economic equivalent of one share of LMT common stock.

F3: Disposition to the Issuer of shares to satisfy the reporting person's tax withholding obligation upon vesting of stock units which is exempt under Rule 16b-3.

F4: End of period holdings include additional acquisitions through dividend reinvestment.

F5: End of period holdings include additional acquisitions under the Plan.

F6: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

TRUIST FINANCIAL CORP

Report date February 24, 2026 · Filed February 26, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect24,895 Reported balance After 2026-02-24 transaction · row 1
1 source row

Row 1 · 2026-02-24 · Grant · Acquired 4,027 · Balance 24,895

F1: Grant of Restricted Stock Units which cliff vest on December 31, 2026.

Phantom Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2000-01-01Direct13,013.896 Reported balance Holding disclosure · report date 2026-02-24 · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · Balance 13,013.896

F2: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan with respect to the deferral of meeting and/or retainer fees payable in cash. Payments commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis.

F3: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2000-01-01Direct16,473.691 Reported balance Holding disclosure · report date 2026-02-24 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance 16,473.691

F4: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. 2009 Stock Plan or 2018 Omnibus Incentive Compensation Plan for which the director made an election to defer receipt until departure from the Board. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis.

F3: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of Restricted Stock Units which cliff vest on December 31, 2026.

F2: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan with respect to the deferral of meeting and/or retainer fees payable in cash. Payments commence following the reporting person's departure from the Board of Directors of Truist Financial Corporation. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis.

F3: Includes shares acquired as a result of dividend reinvestment since the last reported transaction.

F4: Represents phantom stock units issued prior to the merger under the SunTrust Banks, Inc. 2009 Stock Plan or 2018 Omnibus Incentive Compensation Plan for which the director made an election to defer receipt until departure from the Board. These securities convert to the cash equivalent value of Truist common stock on a one-for-one basis.

Past disclosures · reporting ended (1)

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

SUNTRUST BANKS INC

Report date December 06, 2019 · Filed December 09, 2019

Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2019-12-06 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2019-12-06 · Disposition to issuer · Disposed 9,695.661 · Balance 0

F1: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), SunTrust was merged with and into BB&T on December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T Common Stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24.

F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 12,556 shares of BB&T common stock.

Phantom StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2019-12-06 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2019-12-06 · Disposition to issuer · Disposed 7,659.339 · Balance 0

F3: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F5: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 9,919 shares of BB&T common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), SunTrust was merged with and into BB&T on December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T Common Stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24.

F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F3: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 12,556 shares of BB&T common stock.

F5: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 9,919 shares of BB&T common stock.

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
March 10, 2026 Filed Mar 12, 2026 20:19 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 1,209 $0.00 $0.00
Disclosure

SEC source: 0001053507-26-000055 · wk-form4_1773346784.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,940

F1 · shares: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2027. Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 19:56 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantCommon Stock 4,027 $0.00 $0.00
Disclosure

SEC source: 0001411075-26-000002 · f4_a1eus0000085ktpmai-live.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,895

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2026.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 20:33 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 1,056 $0.00 $0.00
Disclosure

SEC source: 0001053507-25-000048 · wk-form4_1741811614.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,731

F1 · shares: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2026. Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
February 25, 2025 Filed Feb 27, 2025 17:23 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantCommon Stock 3,986 $0.00 $0.00
Disclosure

SEC source: 0001664272-25-000186 · f4_a1eus0000043d1emae-live.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,868

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2025.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:21 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 1,089 $0.00 $0.00
Disclosure

SEC source: 0001053507-24-000054 · wk-form4_1710274879.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,675

F1 · shares: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 11, 2025. Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 20:52 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantCommon Stock 5,160 $0.00 $0.00
Disclosure

SEC source: 0001664272-24-000190 · f4_a1e2k00000wi8a4ual-live.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,882

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2024.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 20:34 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 1,072 $0.00 $0.00
Disclosure

SEC source: 0001053507-23-000090 · wf-form4_167882603024681.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,586

F1 · shares: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2024. Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 19:33 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantCommon Stock 3,833 $0.00 $0.00
Disclosure

SEC source: 0001664272-23-000171 · f4_a1e2k00000rxrmlua1-live.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,722

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2023.

Read SEC document
April 29, 2022 Filed May 3, 2022 20:07 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 PurchaseCommon Stock 9 $244.96 $2,204.64
Disclosure

SEC source: 0001053507-22-000069 · wf-form4_165160841428701.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,514

F1 · kind: Reflects shares acquired pursuant to a dividend reinvestment plan administered by the reporting person's broker.

Read SEC document
March 10, 2022 Filed Mar 14, 2022 23:56 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 881 $0.00 $0.00
Disclosure

SEC source: 0001053507-22-000044 · wf-form4_164730217867372.xml · nonDerivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,505

F2 · shares: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2023. Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 21:43 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantCommon Stock 2,412 $0.00 $0.00
Disclosure

SEC source: 0001664272-22-000164 · f4_a1e2k00000rxkhfuat-live.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,889

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2022.

Read SEC document
January 14, 2022 Filed Mar 14, 2022 23:56 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 PurchaseCommon Stock 4 $252.12 $1,008.48
Disclosure

SEC source: 0001053507-22-000044 · wf-form4_164730217867372.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,624

F1 · kind: Reflects shares acquired pursuant to a dividend reinvestment plan administered by the reporting person's broker, and inadvertently not previously reported.

Read SEC document
March 10, 2021 Filed Mar 12, 2021 21:14 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 881 $0.00 $0.00
Disclosure

SEC source: 0001053507-21-000046 · edgar.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,620

F1 · shares: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2022. Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 22:15 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantCommon Stock 2,554 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-003811 · doc4.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,477

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2021.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:32 UTC AMERICAN TOWER CORP /MA/ AMT · Entity 2944 GrantCommon Stock 739 $0.00 $0.00
Disclosure

SEC source: 0001053507-20-000047 · edgar.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 739

F1 · shares: These restricted stock units ("RSUs") were granted pursuant to the 2007 Equity Incentive Plan, as amended, and vest on March 10, 2021. Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
February 25, 2020 Filed Feb 27, 2020 22:11 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantCommon Stock 2,923 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-003715 · doc4.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,923

F1 · shares: Grant of Restricted Stock Units which cliff vest on December 31, 2020.

Read SEC document
December 06, 2019 Filed Dec 9, 2019 12:36 UTC SUNTRUST BANKS INC STI · Entity 106623 Disposition to issuerPhantom Stock · Derivative 7,659.339 Not disclosed Not disclosed
Disclosure

SEC source: 0000750556-19-000213 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,659.339 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F5 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 9,919 shares of BB&T common stock.

F3 · derivative.exercise_date: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F3 · derivative.expiration_date: Represents phantom stock units under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

Read SEC document
December 06, 2019 Filed Dec 9, 2019 12:36 UTC SUNTRUST BANKS INC STI · Entity 106623 Disposition to issuerPhantom Stock · Derivative 9,695.661 Not disclosed Not disclosed
Disclosure

SEC source: 0000750556-19-000213 · edgar.xml · derivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,695.661 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), SunTrust was merged with and into BB&T on December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T Common Stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24.

F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F4 · price: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 12,556 shares of BB&T common stock.

F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:52 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantPhantom Stock Units · Derivative 9,919 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028859 · doc4.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,919

Underlying: Common Stock · 9,919 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F5 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 7,659.339 shares of SunTrust common stock.

F3 · derivative.exercise_date: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F3 · derivative.expiration_date: Represents phantom stock units issued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

Read SEC document
December 06, 2019 Filed Dec 11, 2019 00:52 UTC TRUIST FINANCIAL CORP TFC · Entity 1440 GrantPhantom Stock Units · Derivative 12,556 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-028859 · doc4.xml · derivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,556

Underlying: Common Stock · 12,556 shares

Expires not disclosed

F1 · derivative.exercise_price: Acquired in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement") pursuant to which SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was converted into the right to receive 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. Following and in connection with the Merger, BB&T changed its name to Truist Financial Corporation ("Truist").

F2 · derivative.exercise_price: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F4 · price: These phantom stock units replaced SunTrust phantom stock units in respect of an aggregate 9,695.661 shares of SunTrust common stock.

F2 · derivative.exercise_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

F2 · derivative.expiration_date: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Following and in connection with the Merger, BB&T changed its name to Truist. Each Truist phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.

Read SEC document
October 01, 2019 Filed Oct 2, 2019 18:11 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 333.827 $67.49 $22,529.98
Disclosure

SEC source: 0000750556-19-000179 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,599.26

Underlying: Common Stock · 333.827 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
July 02, 2019 Filed Jul 3, 2019 11:50 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 361 $62.49 $22,558.89
Disclosure

SEC source: 0000750556-19-000152 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,102.5138

Underlying: Common Stock · 361 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

Read SEC document
April 23, 2019 Filed Apr 25, 2019 15:50 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 355 $63.54 $22,556.70
Disclosure

SEC source: 0000750556-19-000136 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,741.5138

Underlying: Common Stock · 355 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
April 23, 2019 Filed Apr 25, 2019 15:50 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 2,204 $63.54 $140,042.16
Disclosure

SEC source: 0000750556-19-000136 · edgar.xml · derivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,235.9389

Underlying: Common Stock · 2,204 shares

Expires not disclosed

F1 · security: Phantom stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_price: Phantom stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Phantom stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Phantom stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan and the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

Read SEC document
January 28, 2019 Filed Jan 31, 2019 00:08 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionRestricted Stock Units · Derivative 5,570 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-19-001604 · doc4.xml · derivative · entry 5

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,570 shares

Expires 2019-01-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F6 · price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F6 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

Read SEC document
January 28, 2019 Filed Jan 31, 2019 00:08 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Tax withholdingCommon Stock 8,865 $287.87 $2,551,967.55
Disclosure

SEC source: 0001225208-19-001604 · doc4.xml · nonDerivative · entry 3

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,417.709

F3 · shares: Disposition to the Issuer of shares to satisfy the reporting person's tax withholding obligation upon vesting of stock units which is exempt under Rule 16b-3.

F4 · balance_after: End of period holdings include additional acquisitions through dividend reinvestment.

Read SEC document
January 28, 2019 Filed Jan 31, 2019 00:08 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionCommon Stock 5,570 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-001604 · doc4.xml · nonDerivative · entry 2

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,282.709

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Each restricted stock unit granted on January 28, 2016 was the economic equivalent of one share of LMT common stock.

Read SEC document
January 28, 2019 Filed Jan 31, 2019 00:08 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantCommon Stock 13,141 $287.87 $3,782,899.67
Disclosure

SEC source: 0001225208-19-001604 · doc4.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,712.709

F1 · shares: Shares acquired upon settlement of performance stock units granted on January 28, 2016, following the end of a three-year performance period 2016-2018 (Performance Cycle). The amount earned during the Performance Cycle is based on the satisfaction of performance against three separate financial metrics.

Read SEC document
January 03, 2019 Filed Jan 4, 2019 16:04 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 433.2756 $51.93 $22,500.00
Disclosure

SEC source: 0000750556-19-000011 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,386.5138

Underlying: Common Stock · 433.2756 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
December 19, 2018 Filed Dec 20, 2018 14:13 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 151.8219 $49.40 $7,500.00
Disclosure

SEC source: 0000750556-18-000229 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,953.2382

Underlying: Common Stock · 151.8219 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
December 07, 2018 Filed Dec 11, 2018 22:49 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionRestricted Stock Units · Derivative 165 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-18-016497 · doc4.xml · derivative · entry 4

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,642

Underlying: Common Stock · 165 shares

Expires 2021-02-22

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.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F1 · shares: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on February 22, 2018 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

F1 · price: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on February 22, 2018 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

F1 · derivative.exercise_date: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on February 22, 2018 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

Read SEC document
December 07, 2018 Filed Dec 11, 2018 22:49 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Tax withholdingCommon Stock 165 $285.40 $47,091.00
Disclosure

SEC source: 0001225208-18-016497 · doc4.xml · nonDerivative · entry 2

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,571.709

F2 · shares: Disposition to the Issuer of shares to satisfy the reporting person's tax withholding obligation upon vesting of restricted stock units which is exempt under Rule 16b-3.

Read SEC document
December 07, 2018 Filed Dec 11, 2018 22:49 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionCommon Stock 165 $0.00 $0.00
Disclosure

SEC source: 0001225208-18-016497 · doc4.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,736.709

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on February 22, 2018 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

F1 · price: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on February 22, 2018 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

Read SEC document
November 07, 2018 Filed Nov 9, 2018 21:57 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 SaleCommon Stock 11,198 $308.49 $3,454,484.46
Disclosure

SEC source: 0001225208-18-015368 · doc4.xml · nonDerivative · entry 2

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,571.709

F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $308.00 to $308.97. Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sales price.

Read SEC document
November 07, 2018 Filed Nov 9, 2018 21:57 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 SaleCommon Stock 5 $309.06 $1,545.30
Disclosure

SEC source: 0001225208-18-015368 · doc4.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,769.709

Read SEC document
October 02, 2018 Filed Oct 3, 2018 13:10 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 375.3981 $65.93 $24,750.00
Disclosure

SEC source: 0000750556-18-000198 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,746.3535

Underlying: Common Stock · 375.3981 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
July 02, 2018 Filed Jul 5, 2018 14:51 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 391.6741 $67.02 $26,250.00
Disclosure

SEC source: 0000750556-18-000174 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,332.0861

Underlying: Common Stock · 391.6741 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors' Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis.

F3 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
April 24, 2018 Filed Apr 26, 2018 17:18 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 1,851 $67.53 $124,998.03
Disclosure

SEC source: 0000750556-18-000127 · edgar.xml · derivative · entry 1

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,031.9389

Underlying: Common Stock · 1,851 shares

Expires not disclosed

F1 · security: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_price: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

F1 · derivative.exercise_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

F1 · derivative.expiration_date: Restricted stock units granted under the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Payments commence following the reporting person's departure from the Board of Directors of SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis.

F2 · balance_after: Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 10:32 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 397.2458 $66.08 $26,250.00
Disclosure

SEC source: 0000750556-18-000091 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,911.8588

Underlying: Common Stock · 397.2458 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

Read SEC document
February 22, 2018 Filed Feb 27, 2018 02:07 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantRestricted Stock Units · Derivative 3,807 $0.00 $0.00
Disclosure

SEC source: 0001225208-18-004299 · doc4.xml · derivative · entry 5

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,807

Underlying: Common Stock · 3,807 shares

Expires 2021-02-22

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F5 · shares: 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.

F5 · derivative.exercise_date: 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.

F5 · derivative.underlying_shares: 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.

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February 22, 2018 Filed Feb 27, 2018 02:07 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionRestricted Stock Units · Derivative 215 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-18-004299 · doc4.xml · derivative · entry 4

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,735

Underlying: Common Stock · 215 shares

Expires 2020-01-26

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F1 · shares: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on January 26, 2017 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

F1 · price: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on January 26, 2017 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

F1 · derivative.exercise_date: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on January 26, 2017 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

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February 22, 2018 Filed Feb 27, 2018 02:07 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Tax withholdingCommon Stock 215 $358.69 $77,118.35
Disclosure

SEC source: 0001225208-18-004299 · doc4.xml · nonDerivative · entry 2

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,774.709

F2 · shares: Disposition to the Issuer of shares to satisfy the reporting person's tax withholding obligation upon vesting of restricted stock units which is exempt under Rule 16b-3.

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February 22, 2018 Filed Feb 27, 2018 02:07 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionCommon Stock 215 $0.00 $0.00
Disclosure

SEC source: 0001225208-18-004299 · doc4.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,989.709

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on January 26, 2017 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

F1 · price: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on January 26, 2017 with a value equal to the tax withholding obligations for the retirement-eligible reporting person and disposition to the Issuer of such shares to satisfy the reporting person's tax withholding obligations, which transaction is exempt under Rule 16b-3. The balance of the RSUs remain subject to continued vesting.

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January 29, 2018 Filed Jan 31, 2018 22:41 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionRestricted Stock Units · Derivative 5,979 Not disclosed Not disclosed
Disclosure

SEC source: 0001225208-18-001947 · doc4.xml · derivative · entry 6

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,979 shares

Expires 2018-01-29

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F5 · price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

F5 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.

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January 29, 2018 Filed Jan 31, 2018 22:41 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Tax withholdingCommon Stock 10,100 $351.42 $3,549,342.00
Disclosure

SEC source: 0001225208-18-001947 · doc4.xml · nonDerivative · entry 4

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,774.709

F3 · shares: Disposition to the Issuer of shares to satisfy the reporting person's tax withholding obligation upon vesting of restricted stock units which is exempt under Rule 16b-3.

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January 29, 2018 Filed Jan 31, 2018 22:41 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 Exercise / conversionCommon Stock 5,979 $0.00 $0.00
Disclosure

SEC source: 0001225208-18-001947 · doc4.xml · nonDerivative · entry 3

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,874.709

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Each restricted stock unit granted on January 29, 2015 was the economic equivalent of one share of LMT common stock.

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January 29, 2018 Filed Jan 31, 2018 22:41 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GrantCommon Stock 15,324 $351.42 $5,385,160.08
Disclosure

SEC source: 0001225208-18-001947 · doc4.xml · nonDerivative · entry 2

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,895.709

F1 · shares: Shares acquired upon settlement of performance stock units granted on January 29, 2015, following the end of a three-year performance period 2015-2017 (Performance Cycle). The amount earned during the Performance Cycle is based on the satisfaction of performance against three separate financial metrics. The shares were acquired at $351.42 per share, the closing price of LMT on January 29, 2018.

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January 02, 2018 Filed Jan 4, 2018 15:02 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 289.0842 $64.86 $18,750.00
Disclosure

SEC source: 0000750556-18-000005 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,489.367

Underlying: Common Stock · 289.0842 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

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December 18, 2017 Filed Dec 19, 2017 16:18 UTC SUNTRUST BANKS INC STI · Entity 106623 GrantPhantom Stock · Derivative 90.8678 $66.03 $6,000.00
Disclosure

SEC source: 0000750556-17-000189 · edgar.xml · derivative · entry 2

Tanner Bruce L · CIK 0001411075 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,200.2828

Underlying: Common Stock · 90.8678 shares

Expires not disclosed

F2 · security: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.exercise_price: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.exercise_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

F2 · derivative.expiration_date: The phantom stock units were accrued under the SunTrust Banks, Inc. Directors Deferred Compensation Plan and are to be settled upon the reporting person's retirement. Directors' fees are deferred into this plan and are accounted for as if invested in SunTrust common stock. These phantom stock units convert to common stock on a one-for-one basis. Includes shares acquired as a result of dividend reinvestment since last reported transaction.

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November 28, 2017 Filed Jan 31, 2018 22:41 UTC LOCKHEED MARTIN CORP LMT · Entity 2882 GiftCommon Stock 750 $0.00 $0.00
Disclosure

SEC source: 0001225208-18-001947 · doc4.xml · nonDerivative · entry 1

Tanner Bruce L · CIK 0001411075 · Executive VP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,571.709

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.