Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN TOWER CORP /MA/AMT · Entity 2944 | Director | March 10, 2026 | March 12, 2026 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Executive VP & CFO | January 28, 2019 | January 31, 2019 |
| TRUIST FINANCIAL CORPTFC · Entity 1440 | Director | February 24, 2026 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,940 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,712.709 |
Reported balance
After 2019-01-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 87,282.709 |
Reported balance
After 2019-01-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 78,417.709 |
Reported balance
After 2019-01-28 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 2019-01-28 | Direct | 0 |
Reported balance
After 2019-01-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectLockheed Martin Salaried Savings Plan | 2,560.296 |
Reported balance
Holding disclosure · report date 2019-01-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,895 |
Reported balance
After 2026-02-24 transaction · row 1
1 source rowRow 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 2000-01-01 | Direct | 13,013.896 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2000-01-01 | Direct | 16,473.691 |
Reported balance
Holding disclosure · report date 2026-02-24 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 02, 2017 Filed Oct 4, 2017 14:53 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 413.672 | $59.83 | $24,750.00 |
DisclosureSEC source: 0000750556-17-000149 · edgar.xml · derivative · entry 2 Tanner Bruce L · CIK 0001411075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,084.281 Underlying: Common Stock · 413.672 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 |
| August 15, 2017 Filed Aug 17, 2017 22:32 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 49,700 | $0.00 Strike: $82.52 | $0.00 |
DisclosureSEC source: 0001225208-17-014145 · doc4.xml · derivative · entry 4 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49,700 shares Expires 2019-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 22:32 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 49,700 | $306.01 | $15,208,562.81 |
DisclosureSEC source: 0001225208-17-014145 · doc4.xml · nonDerivative · entry 2 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,321.709 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $305.70 to $306.25. 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 |
| August 15, 2017 Filed Aug 17, 2017 22:32 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 49,700 | $82.52 | $4,101,244.00 |
DisclosureSEC source: 0001225208-17-014145 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,021.709 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. Read SEC document |
| July 10, 2017 Filed Jul 12, 2017 10:44 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 456.1251 | $57.55 | $26,250.00 |
DisclosureSEC source: 0000750556-17-000124 · edgar.xml · derivative · entry 2 Tanner Bruce L · CIK 0001411075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,644.0248 Underlying: Common Stock · 456.1251 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 |
| April 25, 2017 Filed Apr 27, 2017 16:56 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 2,186 | $57.19 | $125,017.34 |
DisclosureSEC source: 0000750556-17-000094 · edgar.xml · derivative · entry 1 Tanner Bruce L · CIK 0001411075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,016.5212 Underlying: Common Stock · 2,186 shares Expires not disclosed F1 · security: Restricted stock units granted under the SunTrust Banks, Inc. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the 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. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the 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. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the 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. 2009 Stock Plan. Payments commence following the reporting person's departure from the Board of Directors of the SunTrust Banks, Inc. These securities convert to common stock on a one-for-one basis. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 14:53 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 450.7753 | $55.46 | $25,000.00 |
DisclosureSEC source: 0000750556-17-000070 · edgar.xml · derivative · entry 2 Tanner Bruce L · CIK 0001411075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,173.1724 Underlying: Common Stock · 450.7753 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 |
| January 27, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 7,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · derivative · entry 9 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,897 shares Expires 2017-01-27 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 27, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 13,926 | $253.50 | $3,530,241.00 |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · nonDerivative · entry 5 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,321.709 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 |
| January 27, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 7,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · nonDerivative · entry 4 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,247.709 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. F4 · price: Each restricted stock unit granted on January 27, 2014 was the economic equivalent of one share of LMT common stock. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantCommon Stock | 19,953 | $253.50 | $5,058,085.50 |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · nonDerivative · entry 3 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,350.709 F3 · shares: Shares acquired upon settlement of performance stock units granted on January 27, 2014, following the end of a three-year performance period 2014-2016 (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 $253.50 per share, the closing price of LMT on January 27, 2017. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · derivative · entry 8 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,570 Underlying: Common Stock · 266 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. F1 · shares: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units (RSUs) granted on January 28, 2016 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible reporting person or when the reporting person becomes retirement-eligible, if later. 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 28, 2016 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible reporting person or when the reporting person becomes retirement-eligible, if later. 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 28, 2016 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible reporting person or when the reporting person becomes retirement-eligible, if later. The balance of the RSUs remain subject to continued vesting. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantRestricted Stock Units · Derivative | 4,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · derivative · entry 7 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,950 Underlying: Common Stock · 4,950 shares Expires 2020-01-26 F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F7 · shares: Award of restricted stock units (RSUs) 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible reporting person or when the reporting person becomes retirement-eligible, if later. F7 · derivative.exercise_date: Award of restricted stock units (RSUs) 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible reporting person or when the reporting person becomes retirement-eligible, if later. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 266 | $254.97 | $67,822.02 |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · nonDerivative · entry 2 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,397.709 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 |
| January 26, 2017 Filed Jan 30, 2017 23:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002066 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,663.709 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 28, 2016 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible reporting person or when the reporting person becomes retirement-eligible, if later. 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 28, 2016 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible reporting person or when the reporting person becomes retirement-eligible, if later. The balance of the RSUs remain subject to continued vesting. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 14:33 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 315.3721 | $55.49 | $17,500.00 |
DisclosureSEC source: 0000750556-17-000004 · edgar.xml · derivative · entry 2 Tanner Bruce L · CIK 0001411075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,710.2289 Underlying: Common Stock · 315.3721 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 |
| December 16, 2016 Filed Dec 19, 2016 16:14 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 108.558 | $55.27 | $6,000.00 |
DisclosureSEC source: 0000750556-16-000382 · edgar.xml · derivative · entry 2 Tanner Bruce L · CIK 0001411075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394.8568 Underlying: Common Stock · 108.558 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 |
| October 11, 2016 Filed Oct 13, 2016 15:21 UTC | SUNTRUST BANKS INC STI · Entity 106623 | GrantPhantom Stock · Derivative | 515.012 | $45.63 | $23,500.00 |
DisclosureSEC source: 0000750556-16-000352 · edgar.xml · derivative · entry 2 Tanner Bruce L · CIK 0001411075 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275.6952 Underlying: Common Stock · 515.012 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 |
| January 28, 2016 Filed Feb 2, 2016 11:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-025383 · doc4.xml · derivative · entry 8 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,979 Underlying: Common Stock · 285 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. F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F3 · shares: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units granted on January 29, 2015 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. 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, 2016 Filed Feb 2, 2016 11:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantRestricted Stock Units · Derivative | 5,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-025383 · doc4.xml · derivative · entry 7 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,836 Underlying: Common Stock · 5,836 shares Expires 2019-01-28 F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F7 · derivative.exercise_date: Award of restricted stock units which vests on the third anniversary of the grant date. In accordance with the award agreement, vesting will 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. F7 · derivative.expiration_date: Award of restricted stock units which vests on the third anniversary of the grant date. In accordance with the award agreement, vesting will 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. Read SEC document |
| January 28, 2016 Filed Feb 2, 2016 11:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 12,399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-16-025383 · 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 · 12,399 shares Expires 2016-01-28 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, 2016 Filed Feb 2, 2016 11:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 28,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-025383 · doc4.xml · nonDerivative · entry 4 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,397.709 F4 · shares: Disposition to the Issuer of shares at $206.66 per share to satisfy the Reporting Person's tax withholding obligation upon vesting of restricted stock units which is exempt under Rule 16b-3. F4 · price: Disposition to the Issuer of shares at $206.66 per share 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 |
| January 28, 2016 Filed Feb 2, 2016 11:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-025383 · doc4.xml · nonDerivative · entry 3 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,355.709 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. F3 · shares: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units granted on January 29, 2015 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. F3 · price: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units granted on January 29, 2015 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. Read SEC document |
| January 28, 2016 Filed Feb 2, 2016 11:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 12,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-025383 · doc4.xml · nonDerivative · entry 2 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,070.709 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, 2013 was the economic equivalent of one share of LMT common stock. Read SEC document |
| January 28, 2016 Filed Feb 2, 2016 11:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantCommon Stock | 46,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-025383 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,671.709 F1 · shares: Represents shares acquired upon settlement of performance stock units (PSUs) granted on January 28, 2013 following the end of a three-year performance period 2013-2015 (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 $206.66 per share based on the LMT closing price on January 28, 2016. F1 · price: Represents shares acquired upon settlement of performance stock units (PSUs) granted on January 28, 2013 following the end of a three-year performance period 2013-2015 (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 $206.66 per share based on the LMT closing price on January 28, 2016. Read SEC document |
| August 06, 2015 Filed Aug 7, 2015 20:06 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 32,000 | $0.00 Strike: $82.52 | $0.00 |
DisclosureSEC source: 0001225208-15-016590 · doc4.xml · derivative · entry 5 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,700 Underlying: Common Stock · 32,000 shares Expires 2029-01-25 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_date: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date. Read SEC document |
| August 06, 2015 Filed Aug 7, 2015 20:06 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 31,471 | $209.07 | $6,579,667.15 |
DisclosureSEC source: 0001225208-15-016590 · doc4.xml · nonDerivative · entry 3 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500.709 F2 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $208.50 to $209.48. 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 |
| August 06, 2015 Filed Aug 7, 2015 20:06 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 529 | $209.56 | $110,855.39 |
DisclosureSEC source: 0001225208-15-016590 · doc4.xml · nonDerivative · entry 2 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,971.709 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $209.52 to $209.63. 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 |
| August 06, 2015 Filed Aug 7, 2015 20:06 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 32,000 | $82.52 | $2,640,640.00 |
DisclosureSEC source: 0001225208-15-016590 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,500.709 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. Read SEC document |
| January 30, 2015 Filed Feb 3, 2015 21:09 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 12,540 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-002814 · doc4.xml · derivative · entry 4 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,540 shares Expires 2015-01-30 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 · derivative.exercise_price: Each restricted stock unit granted on January 30, 2012 was the economic equivalent of one share of LMT common stock. F1 · price: Each restricted stock unit granted on January 30, 2012 was the economic equivalent of one share of LMT common stock. F1 · derivative.exercise_date: Each restricted stock unit granted on January 30, 2012 was the economic equivalent of one share of LMT common stock. Read SEC document |
| January 30, 2015 Filed Feb 3, 2015 21:09 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 6,156 | $188.37 | $1,159,605.72 |
DisclosureSEC source: 0001225208-15-002814 · doc4.xml · nonDerivative · entry 2 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500.709 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 |
| January 30, 2015 Filed Feb 3, 2015 21:09 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 12,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-002814 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,656.709 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 · price: Each restricted stock unit granted on January 30, 2012 was the economic equivalent of one share of LMT common stock. Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:14 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantRestricted Stock Units · Derivative | 6,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-002593 · doc4.xml · derivative · entry 5 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,264 Underlying: Common Stock · 6,264 shares Expires 2018-01-29 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F5 · derivative.exercise_date: Award of restricted stock units which vests on the third anniversary of the grant date. In accordance with the award agreement, vesting will 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. F5 · derivative.expiration_date: Award of restricted stock units which vests on the third anniversary of the grant date. In accordance with the award agreement, vesting will 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:14 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-002593 · doc4.xml · derivative · entry 4 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,897 Underlying: Common Stock · 376 shares Expires 2017-01-27 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F3 · price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F1 · derivative.exercise_date: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units granted on January 27, 2014 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. F4 · balance_after: The balance of the restricted stock units remains subject to continued vesting until the third anniversary of the grant date. Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:14 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 376 | $192.50 | $72,380.00 |
DisclosureSEC source: 0001225208-15-002593 · doc4.xml · nonDerivative · entry 2 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,116.709 Read SEC document |
| January 29, 2015 Filed Feb 2, 2015 21:14 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-002593 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,492.709 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 granted on January 27, 2014 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. F1 · price: Represents the accelerated vesting of shares received upon the conversion of a portion of restricted stock units granted on January 27, 2014 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. Tax withholding is required following certification of a one-year performance goal for a retirement-eligible Reporting Person or when the Reporting Person becomes retirement-eligible, if later. Read SEC document |
| January 14, 2015 Filed Jan 17, 2015 02:36 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 9,040.1306 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-001590 · doc4.xml · derivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 0 Underlying: Common Stock · 9,040.1306 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · shares: Settlement in cash of phantom stock units at $192.57 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F2 · price: Settlement in cash of phantom stock units at $192.57 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F2 · derivative.exercise_date: Settlement in cash of phantom stock units at $192.57 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F2 · derivative.expiration_date: Settlement in cash of phantom stock units at $192.57 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). Read SEC document |
| July 28, 2014 Filed Jul 30, 2014 21:13 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 14,000 | $170.19 | $2,382,597.00 |
DisclosureSEC source: 0001225208-14-017617 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,116.709 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $169.995 to $170.34. 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 |
| January 31, 2014 Filed Feb 5, 2014 02:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 10,609 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-14-003453 · doc4.xml · derivative · entry 4 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,609 shares Expires 2014-01-31 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 · derivative.exercise_price: Each restricted stock unit granted on January 31, 2011 was the economic equivalent of one share of LMT common stock. F1 · price: Each restricted stock unit granted on January 31, 2011 was the economic equivalent of one share of LMT common stock. F1 · derivative.exercise_date: Each restricted stock unit granted on January 31, 2011 was the economic equivalent of one share of LMT common stock. Read SEC document |
| January 31, 2014 Filed Feb 5, 2014 02:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 5,289 | $150.91 | $798,162.99 |
DisclosureSEC source: 0001225208-14-003453 · doc4.xml · nonDerivative · entry 2 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,116.709 F2 · shares: Disposition to the Issuer of shares to satisfy the reporting person's tax withholding obligation upon vesting of restricted stock units exempt under Rule 16(b)-3. Read SEC document |
| January 31, 2014 Filed Feb 5, 2014 02:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 10,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-003453 · doc4.xml · nonDerivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,405.709 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 · price: Each restricted stock unit granted on January 31, 2011 was the economic equivalent of one share of LMT common stock. Read SEC document |
| January 27, 2014 Filed Jan 30, 2014 00:58 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantRestricted Stock Units · Derivative | 8,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-002763 · doc4.xml · derivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,273 Underlying: Common Stock · 8,273 shares Expires 2017-01-27 F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of LMT common stock. F2 · derivative.exercise_date: The RSUs are subject to a one-year performance period. If the value of the RSUs on the date of grant exceeds the performance goal specified in the award agreement, a number of RSUs equal in value to the performance shortfall is forfeited. Subject to the performance goal, the RSUs vest on January 27, 2017, the third anniversary of the date of the grant. F2 · derivative.expiration_date: The RSUs are subject to a one-year performance period. If the value of the RSUs on the date of grant exceeds the performance goal specified in the award agreement, a number of RSUs equal in value to the performance shortfall is forfeited. Subject to the performance goal, the RSUs vest on January 27, 2017, the third anniversary of the date of the grant. Read SEC document |
| January 14, 2014 Filed Jan 16, 2014 23:56 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 5,457.2248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-14-001934 · doc4.xml · derivative · entry 1 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 8,761.7222 Underlying: Common Stock · 5,457.2248 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · kind: Settlement in cash of phantom stock units at $148.66 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F2 · price: Settlement in cash of phantom stock units at $148.66 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F2 · derivative.exercise_date: Settlement in cash of phantom stock units at $148.66 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F2 · derivative.expiration_date: Settlement in cash of phantom stock units at $148.66 per share, following a two-year mandatory deferral period, pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F3 · balance_after: End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| August 22, 2013 Filed Aug 23, 2013 21:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 6,000 | $0.00 Strike: $67.97 | $0.00 |
DisclosureSEC source: 0001225208-13-018526 · doc4.xml · derivative · entry 11 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2016-02-01 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_date: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on date exercisable. Read SEC document |
| August 22, 2013 Filed Aug 23, 2013 21:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 11,500 | $0.00 Strike: $57.81 | $0.00 |
DisclosureSEC source: 0001225208-13-018526 · doc4.xml · derivative · entry 10 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,500 shares Expires 2015-01-31 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_date: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on date exercisable. Read SEC document |
| August 22, 2013 Filed Aug 23, 2013 21:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 7,400 | $0.00 Strike: $96.06 | $0.00 |
DisclosureSEC source: 0001225208-13-018526 · doc4.xml · derivative · entry 9 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,400 shares Expires 2017-01-29 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. F4 · derivative.exercise_date: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on date exercisable. Read SEC document |
| August 22, 2013 Filed Aug 23, 2013 21:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 39,500 | $0.00 Strike: $106.87 | $0.00 |
DisclosureSEC source: 0001225208-13-018526 · doc4.xml · derivative · entry 8 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,500 shares Expires 2018-01-28 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. F4 · derivative.exercise_date: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on date exercisable. Read SEC document |
| August 22, 2013 Filed Aug 23, 2013 21:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 50,100 | $123.67 | $6,195,867.00 |
DisclosureSEC source: 0001225208-13-018526 · doc4.xml · nonDerivative · entry 6 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,796.709 F2 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $123.14 to $124.14. 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 |
| August 22, 2013 Filed Aug 23, 2013 21:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 14,300 | $124.29 | $1,777,347.00 |
DisclosureSEC source: 0001225208-13-018526 · doc4.xml · nonDerivative · entry 5 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,896.709 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $124.15 to $124.54. 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 |
| August 22, 2013 Filed Aug 23, 2013 21:08 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 6,000 | $67.97 | $407,820.00 |
DisclosureSEC source: 0001225208-13-018526 · doc4.xml · nonDerivative · entry 4 Tanner Bruce L · CIK 0001411075 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,196.709 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. 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.