Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Director | January 15, 2008 | January 17, 2008 |
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 15, 2008 · Filed January 17, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Directors Equity Plan | 13,964.5817 |
Reported balance
After 2008-01-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2008-01-15 · Grant · Acquired 343.2888 · Balance 13,964.5817 F1: The phantom stock units convert on a 1 for 1 basis. F2: 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: End of period holdings include phantom stock units acquired through dividend reinvestment. |
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 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: End of period holdings include phantom stock units acquired through dividend reinvestment.
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 15, 2008 Filed Jan 17, 2008 21:20 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 343.2888 | $106.81 | $36,666.68 |
DisclosureSEC source: 0001351594-08-000018 · edgar.xml · derivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 13,964.5817 Underlying: Common Stock · 343.2888 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 01:29 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,134.0206 | $97.00 | $110,000.00 |
DisclosureSEC source: 0001351594-07-000007 · edgar.xml · derivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 13,425.367 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 |
| August 10, 2006 Filed Aug 14, 2006 18:03 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 200 | $82.05 | $16,410.00 |
DisclosureSEC source: 0001351594-06-000049 · edgar.xml · nonDerivative · entry 3 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,001 Read SEC document |
| August 10, 2006 Filed Aug 14, 2006 18:03 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 2,800 | $82.02 | $229,656.00 |
DisclosureSEC source: 0001351594-06-000049 · edgar.xml · nonDerivative · entry 2 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,201 Read SEC document |
| August 10, 2006 Filed Aug 14, 2006 18:03 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 2,000 | $82.01 | $164,020.00 |
DisclosureSEC source: 0001351594-06-000049 · edgar.xml · nonDerivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,001 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 23:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionStock Option (Right-to-buy) · Derivative | 10,000 | $0.00 Strike: $52.00 | $0.00 |
DisclosureSEC source: 0001351594-06-000019 · edgar.xml · derivative · entry 8 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2008-01-22 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_date: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on January 22, 1999. Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 23:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 800 | $71.86 | $57,488.00 |
DisclosureSEC source: 0001351594-06-000019 · edgar.xml · nonDerivative · entry 6 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,001 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 23:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 100 | $71.88 | $7,188.00 |
DisclosureSEC source: 0001351594-06-000019 · edgar.xml · nonDerivative · entry 5 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,801 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 23:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 1,700 | $71.89 | $122,213.00 |
DisclosureSEC source: 0001351594-06-000019 · edgar.xml · nonDerivative · entry 4 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,901 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 23:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 900 | $71.94 | $64,746.00 |
DisclosureSEC source: 0001351594-06-000019 · edgar.xml · nonDerivative · entry 3 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,601 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 23:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 6,500 | $71.90 | $467,350.00 |
DisclosureSEC source: 0001351594-06-000019 · edgar.xml · nonDerivative · entry 2 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,501 Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 23:23 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 10,000 | $52.00 | $520,000.00 |
DisclosureSEC source: 0001351594-06-000019 · edgar.xml · nonDerivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,001 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 01, 2006 Filed Feb 3, 2006 23:47 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionStock Option (Right-to-buy) · Derivative | 20,000 | $0.00 Strike: $52.00 | $0.00 |
DisclosureSEC source: 0001351594-06-000011 · edgar.xml · derivative · entry 5 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 20,000 shares Expires 2008-01-22 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_date: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on January 22, 1999. Read SEC document |
| February 01, 2006 Filed Feb 3, 2006 23:47 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 10,000 | $68.00 | $680,022.00 |
DisclosureSEC source: 0001351594-06-000011 · edgar.xml · nonDerivative · entry 3 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,001 Read SEC document |
| February 01, 2006 Filed Feb 3, 2006 23:47 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 10,000 | $68.00 | $680,034.00 |
DisclosureSEC source: 0001351594-06-000011 · edgar.xml · nonDerivative · entry 2 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,001 Read SEC document |
| February 01, 2006 Filed Feb 3, 2006 23:47 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 20,000 | $52.00 | $1,040,000.00 |
DisclosureSEC source: 0001351594-06-000011 · edgar.xml · nonDerivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,001 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 17, 2006 Filed Jan 19, 2006 20:57 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,369.4461 | $65.72 | $90,000.00 |
DisclosureSEC source: 0001227213-06-000006 · edgar.xml · derivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 12,103.1188 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 |
| June 08, 2005 Filed Jun 10, 2005 18:52 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,000 | $52.00 Strike: $52.00 | $1,040,000.00 |
DisclosureSEC source: 0001227213-05-000047 · edgar.xml · derivative · entry 4 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 20,000 shares Expires 2008-01-21 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 |
| June 08, 2005 Filed Jun 10, 2005 18:52 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 20,000 | $65.00 | $1,300,000.00 |
DisclosureSEC source: 0001227213-05-000047 · edgar.xml · nonDerivative · entry 2 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,001 Read SEC document |
| June 08, 2005 Filed Jun 10, 2005 18:52 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Exercise / conversionCommon Stock | 20,000 | $52.00 | $1,040,000.00 |
DisclosureSEC source: 0001227213-05-000047 · edgar.xml · nonDerivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,001 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 18, 2005 Filed Jan 19, 2005 22:12 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 1,326.7292 | $56.53 | $75,000.00 |
DisclosureSEC source: 0001227213-05-000013 · edgar.xml · derivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin Directors Equity Plan Disclosed balance after: 10,555.6616 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: 0001227213-04-000007 · edgardoc.xml · derivative · entry 1 BENNETT MARCUS C · CIK 0001084479 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · LM Dir Equity Plan Disclosed balance after: 9,069.314 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.