Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 3M COMMM · Entity 1275 | Director | May 14, 2019 | May 15, 2019 |
| AGCO CORP /DEAGCO · Entity 3615 | Director | September 15, 2026 | September 16, 2026 |
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Executive Vice President | August 03, 2016 | August 05, 2016 |
| NISOURCE INC.NI · Entity 3270 | Director | May 11, 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.
3M CO
Report date May 14, 2019 · Filed May 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 5,224.954 |
Reported balance
After 2019-05-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-05-14 · Grant · Acquired 976.619 · Balance 5,224.954 F1: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account. F2: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: This non-employee director has elected to defer all or a portion of compensation otherwise payable in cash or stock to a common stock equivalents account under the terms of 3M's Compensation Plan for Non-employee Directors and has no voting or investment powers with respect to such account.
F2: Includes acquisition of deferred dividend reinvestment shares pursuant to 3M's Compensation Plan for Non-Employee Directors.
AGCO CORP /DE
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,985.6958 |
Reported balance
After 2026-09-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 31.5969 · Balance 12,985.6958 F1: Includes 1,095.6958 shares of Common Stock acquired by the reporting person as a result of participating in a Dividend Reinvestment Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,095.6958 shares of Common Stock acquired by the reporting person as a result of participating in a Dividend Reinvestment Plan.
LOCKHEED MARTIN CORP
Report date August 03, 2016 · Filed August 05, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-08-03 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2016-08-03 · Exercise / conversion · Acquired 31,200 · Balance 31,200 Row 2 · 2016-08-03 · Exercise / conversion · Acquired 18,660 · Balance 49,860 Row 3 · 2016-08-03 · Exercise / conversion · Acquired 16,600 · Balance 66,460 Row 4 · 2016-08-03 · Sale · Disposed 21,718 · Balance 44,742 F1: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $256.01 to $256.96. 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. Row 5 · 2016-08-03 · Sale · Disposed 44,742 · Balance 0 F2: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $255.00 to $255.97. Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sales price. |
| Employee Stock Option (Right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.52 · Expires 2019-01-25 | Direct | 0 |
Reported balance
After 2016-08-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-08-03 · Exercise / conversion · Disposed 31,200 · Balance 0 |
| Employee Stock Option (Right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $106.87 · Expires 2018-01-26 | Direct | 0 |
Reported balance
After 2016-08-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-08-03 · Exercise / conversion · Disposed 16,600 · Balance 0 |
| Employee Stock Option (Right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.01 · Expires 2022-01-28 | Direct | 0 |
Reported balance
After 2016-08-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2016-08-03 · Exercise / conversion · Disposed 18,660 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 933.0177 |
Reported balance
Holding disclosure · report date 2016-08-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 933.0177 F3: End of period holdings include additional shares acquired through dividend reinvestment. |
| Common StockSEC Table I · non-derivative | IndirectLockheed Martin Salaried Savings Plan | 75.3867 |
Reported balance
Holding disclosure · report date 2016-08-03 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 75.3867 F3: End of period holdings include additional shares acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $256.01 to $256.96. 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: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $255.00 to $255.97. Reporting Person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sales price.
F3: End of period holdings include additional shares acquired through dividend reinvestment.
NISOURCE INC.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,197.331 |
Reported balance
After 2026-05-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 3,807 · Balance 29,197.331 F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the first anniversary of the grant date, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan.
F2: This amount includes RSUs received pursuant to the dividend equivalent provisions of the RSU awards, and which are subject to the same vesting conditions as the underlying RSUs.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Perspecta Inc.
Report date May 06, 2021 · Filed May 06, 2021
Section 16 reporting ended · disclosed 2021-05-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-05-06 transaction · row 1
1 source rowRow 1 · 2021-05-06 · Disposition to issuer · Disposed 20,200 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), among Perspecta Inc. (the "Company"), Jaguar ParentCo Inc. ("Parent") and Jaguar Merger Sub Inc. ("Merger Sub"), on May 6, 2021, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.01 per share, of the Company (each, a "Share") was canceled and converted into the right to receive $29.35 in cash without interest and less any applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), among Perspecta Inc. (the "Company"), Jaguar ParentCo Inc. ("Parent") and Jaguar Merger Sub Inc. ("Merger Sub"), on May 6, 2021, Merger Sub merged with and into the Company, with the Company surviving the merger as a wholly owned subsidiary of Parent (the "Merger"). Pursuant to the Merger Agreement, at the effective time of the Merger, each share of common stock, par value $0.01 per share, of the Company (each, a "Share") was canceled and converted into the right to receive $29.35 in cash without interest and less any applicable tax withholdings.
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 |
|---|---|---|---|---|---|---|
| January 28, 2016 Filed Feb 2, 2016 11:01 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 18,694 | $206.66 | $3,863,302.04 |
DisclosureSEC source: 0001225208-16-025369 · doc4.xml · nonDerivative · entry 3 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,587 F3 · shares: Disposition to the Issuer of shares to satisfy the Reporting Person's tax withholding obligations upon vesting of stock units which is exempt under Rule 16b-3. Read SEC document |
| January 28, 2016 Filed Feb 2, 2016 11:01 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 8,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-025369 · doc4.xml · nonDerivative · entry 2 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,281 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 11:01 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantCommon Stock | 30,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-025369 · doc4.xml · nonDerivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,179 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 of common stock 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 of common stock were acquired at $206.66 per share based on the LMT closing price on January 28, 2016. Read SEC document |
| February 13, 2015 Filed Feb 19, 2015 01:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 9,400 | $0.00 Strike: $96.06 | $0.00 |
DisclosureSEC source: 0001225208-15-004614 · doc4.xml · derivative · entry 6 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,400 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. Read SEC document |
| February 13, 2015 Filed Feb 19, 2015 01:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 9,400 | $196.58 | $1,847,877.38 |
DisclosureSEC source: 0001225208-15-004614 · doc4.xml · nonDerivative · entry 3 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $196.33 to $196.92. 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 |
| February 13, 2015 Filed Feb 19, 2015 01:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 7,788.212 | $196.65 | $1,531,552.67 |
DisclosureSEC source: 0001225208-15-004614 · doc4.xml · nonDerivative · entry 2 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $196.35 to $197.05. 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 |
| February 13, 2015 Filed Feb 19, 2015 01:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 9,400 | $96.06 | $902,964.00 |
DisclosureSEC source: 0001225208-15-004614 · doc4.xml · nonDerivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,188.212 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 |
| January 30, 2015 Filed Feb 3, 2015 21:09 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionRestricted Stock Units · Derivative | 3,406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-002805 · doc4.xml · derivative · entry 5 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,406 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 | 1,501 | $188.37 | $282,743.37 |
DisclosureSEC source: 0001225208-15-002805 · doc4.xml · nonDerivative · entry 2 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,788.212 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 | 3,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-002805 · doc4.xml · nonDerivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,289.212 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. 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 21:13 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantRestricted Stock Units · Derivative | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-15-002587 · doc4.xml · derivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Stock · 3,900 shares Expires 2018-01-29 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of LMT common stock. F2 · 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. F2 · 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 14, 2015 Filed Jan 17, 2015 02:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 3,686.2669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-15-001583 · doc4.xml · derivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 1,630.9836 Underlying: Common Stock · 3,686.2669 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 $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). F3 · balance_after: End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| August 21, 2014 Filed Aug 21, 2014 21:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 21,800 | $0.00 Strike: $74.89 | $0.00 |
DisclosureSEC source: 0001225208-14-018973 · doc4.xml · derivative · entry 9 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,800 shares Expires 2020-01-31 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. Read SEC document |
| August 21, 2014 Filed Aug 21, 2014 21:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 20,453 | $0.00 Strike: $79.60 | $0.00 |
DisclosureSEC source: 0001225208-14-018973 · doc4.xml · derivative · entry 8 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,453 shares Expires 2021-01-29 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. Read SEC document |
| August 21, 2014 Filed Aug 21, 2014 21:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 7,747 | $0.00 Strike: $82.01 | $0.00 |
DisclosureSEC source: 0001225208-14-018973 · doc4.xml · derivative · entry 7 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,660 Underlying: Common Stock · 7,747 shares Expires 2022-01-28 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. Read SEC document |
| August 21, 2014 Filed Aug 21, 2014 21:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 50,000 | $174.80 | $8,739,805.00 |
DisclosureSEC source: 0001225208-14-018973 · doc4.xml · nonDerivative · entry 4 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,795.907 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $174.47 to $175.14. 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. F2 · balance_after: End of period holdings include additional shares acquired through dividend reinvestment. Read SEC document |
| August 21, 2014 Filed Aug 21, 2014 21:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 7,747 | $82.01 | $635,331.47 |
DisclosureSEC source: 0001225208-14-018973 · doc4.xml · nonDerivative · entry 3 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,795.907 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 21, 2014 Filed Aug 21, 2014 21:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 20,453 | $79.60 | $1,628,058.80 |
DisclosureSEC source: 0001225208-14-018973 · doc4.xml · nonDerivative · entry 2 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,048.907 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 21, 2014 Filed Aug 21, 2014 21:51 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 21,800 | $74.89 | $1,632,602.00 |
DisclosureSEC source: 0001225208-14-018973 · doc4.xml · nonDerivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,595.907 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 | 3,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-14-003457 · doc4.xml · derivative · entry 5 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,362 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 | 1,212 | $150.91 | $182,902.92 |
DisclosureSEC source: 0001225208-14-003457 · doc4.xml · nonDerivative · entry 2 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,702.131 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 | 3,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-003457 · doc4.xml · nonDerivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,914.131 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 | 5,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-14-002758 · doc4.xml · derivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,338 Underlying: Common Stock · 5,338 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 | 2,021.1943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-14-001926 · doc4.xml · derivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 5,153.4955 Underlying: Common Stock · 2,021.1943 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 |
| May 17, 2013 Filed May 21, 2013 21:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 4,000 | $0.00 Strike: $57.81 | $0.00 |
DisclosureSEC source: 0001225208-13-012885 · doc4.xml · derivative · entry 7 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 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 vested 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 |
| May 17, 2013 Filed May 21, 2013 21:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right-to-buy) · Derivative | 1,667 | $0.00 Strike: $49.27 | $0.00 |
DisclosureSEC source: 0001225208-13-012885 · doc4.xml · derivative · entry 6 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,667 shares Expires 2014-01-28 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 vested 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 |
| May 17, 2013 Filed May 21, 2013 21:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 5,667 | $105.64 | $598,689.65 |
DisclosureSEC source: 0001225208-13-012885 · doc4.xml · nonDerivative · entry 3 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,452.329 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. Sale prices ranged from $105.51 to $105.69. 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 phantom stock units acquired through dividend reinvestment. Read SEC document |
| May 17, 2013 Filed May 21, 2013 21:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 1,667 | $49.27 | $82,133.09 |
DisclosureSEC source: 0001225208-13-012885 · doc4.xml · nonDerivative · entry 2 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,119.329 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 |
| May 17, 2013 Filed May 21, 2013 21:31 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 4,000 | $57.81 | $231,240.00 |
DisclosureSEC source: 0001225208-13-012885 · doc4.xml · nonDerivative · entry 1 Barbour Sondra L · CIK 0001573610 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,452.329 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.