Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | January 31, 2011 | February 03, 2011 |
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 January 31, 2011 · Filed February 03, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 11,428.5068 |
Reported balance
After 2011-01-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2011-01-31 · Grant · Acquired 460.6366 · Balance 11,428.5068 F1: The phantom stock units convert on a 1-for-1 basis. F2: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F3: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units convert on a 1-for-1 basis.
F2: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service.
F3: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan.
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 31, 2011 Filed Feb 3, 2011 00:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 460.6366 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-004644 · doc4.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 11,428.5068 Underlying: Common Stock · 460.6366 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $79.60 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan. Read SEC document |
| February 01, 2010 Filed Feb 3, 2010 22:11 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,468.8209 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003440 · doc4.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 10,593.3989 Underlying: Common Stock · 1,468.8209 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1-for-1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $74.89 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $74.89 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $74.89 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change in control. Settlement in cash or stock (as elected by the director) will occur upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan. Read SEC document |
| January 26, 2009 Filed Jan 28, 2009 23:57 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,333.0102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351594-09-000029 · edgar.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 8,849.6179 Underlying: Common Stock · 1,333.0102 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F2 · price: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $82.52 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change of control. Settlement in cash or stock (as elected by the director) occurs upon the reporting person's retirement or termination of service. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $82.52 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change of control. Settlement in cash or stock (as elected by the director) occurs upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation 2009 Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units were acquired at $82.52 per share and vest 50% on June 30 following the award date and 50% on December 31 following the award date or, if earlier, upon retirement, death, disability or change of control. Settlement in cash or stock (as elected by the director) occurs upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holding include phantom stock units acquired through dividend reinvestment. Read SEC document |
| January 15, 2008 Filed Jan 17, 2008 21:16 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,029.8662 | $106.81 | $110,000.01 |
DisclosureSEC source: 0001351594-08-000016 · edgar.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 7,374.2666 Underlying: Common Stock · 1,029.8662 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units vest on the first anniversary of the grant date or, if earlier, upon retirement, death or disability. Settlement in cash or stock (as elected by the director) occurs upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. The phantom stock units vest on the first anniversary of the grant date or, if earlier, upon retirement, death or disability. Settlement in cash or stock (as elected by the director) occurs upon the reporting person's retirement or termination of service. F3 · balance_after: End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| January 16, 2007 Filed Jan 19, 2007 01:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,134.0206 | $97.00 | $110,000.00 |
DisclosureSEC source: 0001351594-07-000005 · edgar.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 6,253.1438 Underlying: Common Stock · 1,134.0206 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. Read SEC document |
| January 17, 2006 Filed Jan 19, 2006 20:50 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,369.4461 | $65.72 | $90,000.00 |
DisclosureSEC source: 0001227213-06-000004 · edgar.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 5,040.7298 Underlying: Common Stock · 1,369.4461 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. Read SEC document |
| January 18, 2005 Filed Jan 19, 2005 22:11 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,326.7292 | $56.53 | $75,000.00 |
DisclosureSEC source: 0001227213-05-000010 · edgar.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 3,610.3978 Underlying: Common Stock · 1,326.7292 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F2 · derivative.exercise_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. Read SEC document |
| January 15, 2004 Filed Jan 20, 2004 22:56 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,464.8438 | $51.20 Strike: $0.00 | $75,000.00 |
DisclosureSEC source: 0001227213-04-000005 · edgardoc.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LM Dir Equity Plan Disclosed balance after: 2,244.1716 Underlying: Common Stock · 1,464.8438 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert into common stock on a one-for-one basis. F2 · derivative.expiration_date: Under the Lockheed Martin Corporation Directors Equity Plan, each non-employee director elects to receive an award of stock options or phantom stock units or a combination of stock options and phantom stock units in accordance with the plan, which awards are exempt transactions under Rule 16b-3. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 19:30 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 773.9938 | $48.45 Strike: $0.00 | $37,500.00 |
DisclosureSEC source: 0001227213-03-000004 · edgar.xml · derivative · entry 1 ALDRIDGE E C JR · CIK 0001250053 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LM Directors Equity Plan Disclosed balance after: 773.9938 Underlying: Common Stock · 773.9938 shares Expires 1988-08-08 F1 · derivative.exercise_price: The phantom stock units convert into common stock on a one-for-one basis. F2 · derivative.expiration_date: The date represents an arbitrary date established by the SEC to support electronic filing. Settlement in cash or stock (as elected by the holder) will occur upon the reporting person's retirement or termination of service. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.