Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | February 01, 2010 | February 03, 2010 |
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 01, 2010 · Filed February 03, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectLockheed Martin Directors Equity Plan | 17,982.2564 |
Reported balance
After 2010-02-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-02-01 · Grant · Acquired 489.607 · Balance 17,982.2564 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 $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: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Deferred Comp Plan | 494 |
Reported balance
Holding disclosure · report date 2010-02-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 494 F1: The phantom stock units convert on a 1-for-1 basis. F4: Phantom stock units previously acquired under the Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Deferred Comp Plan | 3,374.8046 |
Reported balance
Holding disclosure · report date 2010-02-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,374.8046 F1: The phantom stock units convert on a 1-for-1 basis. F4: Phantom stock units previously acquired under the Plan exempt under Section 16(b). Units are settled 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. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Deferred Stock Plan | 1,223.3217 |
Reported balance
Holding disclosure · report date 2010-02-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,223.3217 F1: The phantom stock units convert on a 1-for-1 basis. F4: Phantom stock units previously acquired under the Plan exempt under Section 16(b). Units are settled 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 $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: End of period holdings include additonal phantom stock units acquired through dividend reinvestment under the Plan.
F4: Phantom stock units previously acquired under the Plan exempt under Section 16(b). Units are settled upon the reporting person's retirement or termination of service.
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 |
|---|---|---|---|---|---|---|
| February 01, 2010 Filed Feb 3, 2010 22:11 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 489.607 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-003438 · doc4.xml · derivative · entry 1 UKROPINA JAMES R · CIK 0001194007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 17,982.2564 Underlying: Common Stock · 489.607 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 29, 2009 00:19 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,333.0102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351594-09-000040 · edgar.xml · derivative · entry 1 UKROPINA JAMES R · CIK 0001194007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 16,965.5252 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. End of period holding includes phantom stock units acquired through dividend reinvestment. 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. End of period holding includes phantom stock units acquired through dividend reinvestment. 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. End of period holding includes phantom stock units acquired through dividend reinvestment. F2 · balance_after: 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. End of period holding includes phantom stock units acquired through dividend reinvestment. Read SEC document |
| January 15, 2008 Filed Jan 17, 2008 21:35 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,029.8662 | $106.81 | $110,000.01 |
DisclosureSEC source: 0001351594-08-000028 · edgar.xml · derivative · entry 1 UKROPINA JAMES R · CIK 0001194007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 15,336.4838 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. End of period holdings include phantom stock units acquired through dividend reinvestment. 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. End of period holdings include phantom stock units acquired through dividend reinvestment. F2 · balance_after: 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. End of period holdings include phantom stock units acquired through dividend reinvestment. Read SEC document |
| January 16, 2007 Filed Jan 19, 2007 01:46 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,134.0206 | $97.00 | $110,000.00 |
DisclosureSEC source: 0001351594-07-000017 · edgar.xml · derivative · entry 1 UKROPINA JAMES R · CIK 0001194007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 14,100.8341 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 21:46 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,369.4461 | $65.72 | $90,000.00 |
DisclosureSEC source: 0001227213-06-000016 · edgar.xml · derivative · entry 1 UKROPINA JAMES R · CIK 0001194007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 12,768.2419 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 22:18 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,326.7292 | $56.53 | $75,000.00 |
DisclosureSEC source: 0001227213-05-000022 · edgar.xml · derivative · entry 1 UKROPINA JAMES R · CIK 0001194007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 11,209.7541 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 23:52 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,464.8438 | $51.20 | $75,000.00 |
DisclosureSEC source: 0001227213-04-000016 · edgar.xml · derivative · entry 1 UKROPINA JAMES R · CIK 0001194007 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LM Dir Equity Plan Disclosed balance after: 9,712.0936 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.