Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Executive Vice President | February 22, 2018 | February 27, 2018 |
| MERCURY SYSTEMS INCMRCY · Entity 3908 | Director | May 12, 2026 | May 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LOCKHEED MARTIN CORP
Report date February 22, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,237.339 |
Ending reported balance
After 2018-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-22 · Exercise / conversion · Acquired 148 · Balance 29,385.339 F1: 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. Row 2 · 2018-02-22 · Tax withholding · Disposed 148 · Balance 29,237.339 F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-01-26 | Direct | 3,800 |
Reported balance
After 2018-02-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-22 · Exercise / conversion · Disposed 148 · Balance 3,800 F4: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-22 | Direct | 3,045 |
Reported balance
After 2018-02-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-02-22 · Grant · Acquired 3,045 · Balance 3,045 F4: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F5: 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. |
| Common StockSEC Table I · non-derivative | IndirectLockheed Martin Salaried Savings Plan | 11,027.1916 |
Reported balance
Holding disclosure · report date 2018-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,027.1916 F3: End of period holdings include additional acquisitions through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: End of period holdings include additional acquisitions through dividend reinvestment.
F4: Each restricted stock unit represents a contingent right to receive one share of LMT common stock.
F5: 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.
MERCURY SYSTEMS INC
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,448 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Sale · Disposed 7,000 · Balance 52,448 |
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 |
|---|---|---|---|---|---|---|
| August 04, 2014 Filed Aug 5, 2014 20:22 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 13,100 | $168.29 | $2,204,572.80 |
DisclosureSEC source: 0001225208-14-018010 · doc4.xml · nonDerivative · entry 3 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,651.241 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $168.18 to $168.41. 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. F2 · balance_after: End of period holdings include additional shares acquired through dividend reinvestment. Read SEC document |
| August 04, 2014 Filed Aug 5, 2014 20:22 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 5,900 | $96.06 | $566,754.00 |
DisclosureSEC source: 0001225208-14-018010 · doc4.xml · nonDerivative · entry 2 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,751.241 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 04, 2014 Filed Aug 5, 2014 20:22 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 7,200 | $106.87 | $769,464.00 |
DisclosureSEC source: 0001225208-14-018010 · doc4.xml · nonDerivative · entry 1 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,851.241 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 31, 2014 Filed Feb 5, 2014 02:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 3,363 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-14-003454 · doc4.xml · derivative · entry 4 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,363 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 | 876 | $150.91 | $132,197.16 |
DisclosureSEC source: 0001225208-14-003454 · doc4.xml · nonDerivative · entry 2 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,543.626 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. F3 · balance_after: End of period holdings include additional shares acquired through dividend reinvestment. Read SEC document |
| January 31, 2014 Filed Feb 5, 2014 02:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 3,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-003454 · doc4.xml · nonDerivative · entry 1 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,419.626 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 | 6,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-002760 · doc4.xml · derivative · entry 1 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,141 Underlying: Common Stock · 6,141 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 | 842.1643 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-14-001928 · doc4.xml · derivative · entry 1 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 2,466.8925 Underlying: Common Stock · 842.1643 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 |
| October 29, 2013 Filed Oct 31, 2013 20:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 3,000 | $0.00 Strike: $67.97 | $0.00 |
DisclosureSEC source: 0001225208-13-022544 · doc4.xml · derivative · entry 6 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2016-01-31 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 this date. Read SEC document |
| October 29, 2013 Filed Oct 31, 2013 20:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 1,000 | $0.00 Strike: $57.81 | $0.00 |
DisclosureSEC source: 0001225208-13-022544 · doc4.xml · derivative · entry 5 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 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. 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 this date. Read SEC document |
| October 29, 2013 Filed Oct 31, 2013 20:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 4,000 | $133.12 | $532,495.20 |
DisclosureSEC source: 0001225208-13-022544 · doc4.xml · nonDerivative · entry 3 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,020.212 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $ 133.08 to $133.20. 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. F2 · balance_after: End of period holdings include additional shares acquired through dividend reinvestment. Read SEC document |
| October 29, 2013 Filed Oct 31, 2013 20:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 1,000 | $57.81 | $57,810.00 |
DisclosureSEC source: 0001225208-13-022544 · doc4.xml · nonDerivative · entry 2 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,020.212 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 |
| October 29, 2013 Filed Oct 31, 2013 20:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 3,000 | $67.97 | $203,910.00 |
DisclosureSEC source: 0001225208-13-022544 · doc4.xml · nonDerivative · entry 1 Carvalho Orlando D · CIK 0001573157 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,020.212 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.