Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LOCKHEED MARTIN CORPLMT · Entity 2882 | Sr. V. P. and General Counsel | January 31, 2005 | February 02, 2005 |
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, 2005 · Filed February 02, 2005
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.81 · Expires 2015-01-30 | Direct | 60,000 |
Reported balance
After 2005-01-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2005-01-31 · Grant · Acquired 60,000 · Balance 60,000 F1: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on January 31, 2006. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin LTIP | 18,502.9472 |
Reported balance
After 2005-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2005-01-31 · Grant · Acquired 4,967.4167 · Balance 18,502.9472 F2: The phantom stock units convert on a 1 for 1 basis. F3: The information pertains to the phantom stock units acquired under the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b) and will be settled in stock upon the reporting person's retirement or termination of service. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin Supplemental SSP | 3,887.8746 |
Reported balance
Holding disclosure · report date 2005-01-31 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,887.8746 F2: The phantom stock units convert on a 1 for 1 basis. F4: The information pertains to the phantom stock units acquired under the Lockheed Martin Supplemental Salaried Savings Plan exempt under Section 16(b) and will be settled upon the reporting person's retirement or termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest over three years, one-third on each of the first, second and third anniversaries of the grant date, beginning on January 31, 2006.
F2: The phantom stock units convert on a 1 for 1 basis.
F3: The information pertains to the phantom stock units acquired under the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b) and will be settled in stock upon the reporting person's retirement or termination of service.
F4: The information pertains to the phantom stock units acquired under the Lockheed Martin Supplemental Salaried Savings Plan exempt under Section 16(b) and will be 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 |
|---|---|---|---|---|---|---|
| January 31, 2005 Filed Feb 2, 2005 21:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 4,967.4167 | $55.55 | $275,940.00 |
DisclosureSEC source: 0001227213-05-000034 · edgar.xml · derivative · entry 2 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 18,502.9472 Underlying: Common Stock · 4,967.4167 shares Expires not disclosed F2 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F3 · derivative.exercise_date: The information pertains to the phantom stock units acquired under the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b) and will be settled in stock upon the reporting person's retirement or termination of service. F3 · derivative.expiration_date: The information pertains to the phantom stock units acquired under the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b) and will be settled in stock upon the reporting person's retirement or termination of service. Read SEC document |
| January 31, 2005 Filed Feb 2, 2005 21:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantEmployee Stock Option (Right-to-buy) · Derivative | 60,000 | $57.81 Strike: $57.81 | $3,468,600.00 |
DisclosureSEC source: 0001227213-05-000034 · edgar.xml · derivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2015-01-30 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 31, 2006. Read SEC document |
| January 14, 2005 Filed Jan 19, 2005 21:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 11,422.6862 | $55.55 | $634,530.22 |
DisclosureSEC source: 0001227213-05-000008 · edgar.xml · derivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 13,535.5305 Underlying: Common Stock · 11,422.6862 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 acquired 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 acquired 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 acquired pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). Read SEC document |
| August 31, 2004 Filed Sep 2, 2004 18:05 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 13,101.9747 | $53.78 | $704,624.20 |
DisclosureSEC source: 0001227213-04-000067 · edgar.xml · derivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin DMICP Disclosed balance after: 0 Underlying: Common Stock · 13,101.9747 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F4 · derivative.exercise_date: Effected pursuant to a one-time, irrevocable, investment reallocation election available under the Lockheed Martin Deferred Management Incentive Compensation Plan. F4 · derivative.expiration_date: Effected pursuant to a one-time, irrevocable, investment reallocation election available under the Lockheed Martin Deferred Management Incentive Compensation Plan. Read SEC document |
| May 10, 2004 Filed May 12, 2004 14:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 8,100 | $48.20 | $390,420.00 |
DisclosureSEC source: 0001227213-04-000058 · edgar.xml · nonDerivative · entry 2 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,631 Read SEC document |
| May 10, 2004 Filed May 12, 2004 14:24 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | SaleCommon Stock | 2,990 | $48.22 | $144,177.80 |
DisclosureSEC source: 0001227213-04-000058 · edgar.xml · nonDerivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,731 Read SEC document |
| March 31, 2004 Filed Apr 2, 2004 19:48 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantCommon Stock | 15,000 | $45.64 | $684,600.00 |
DisclosureSEC source: 0001227213-04-000054 · edgar.xml · nonDerivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,721 F1 · shares: Restricted stock granted on March 31, 2004 pursuant to the Lockheed Martin Corporation 2003 Incentive Performance Award Plan. Shares vest one-third after 3 years from the date of the grant and the remaining two-thirds after 4 years from the date of the grant, or earlier upon certain circumstances (including, retirement upon age 65, termination after a change of control, disability, divestiture or layoff). The award is subject to the reporting person signing an agreement that contains a non-compete provision. Read SEC document |
| January 29, 2004 Filed Feb 2, 2004 20:15 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantNon-Qualified Stock Option (Right to buy) · Derivative | 65,000 | $0.00 Strike: $49.27 | $0.00 |
DisclosureSEC source: 0001227213-04-000043 · edgar.xml · derivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Stock · 65,000 shares Expires 2014-01-28 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 29, 2005. Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 19:28 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 13,279.316 | $51.40 | $682,556.84 |
DisclosureSEC source: 0001227213-04-000031 · edgar.xml · derivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · LM LTIP Disclosed balance after: 24,504.3965 Underlying: Common Stock · 13,279.316 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The information pertains to the phantom stock units acquired under the LM LTIP exempt under Section 16(b) and will be settled upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to the phantom stock units acquired under the LM LTIP exempt under Section 16(b) and will be settled upon the reporting person's retirement or termination of service. Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 21:04 UTC Amendment | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 13,301.3739 | $51.40 | $683,690.62 |
DisclosureSEC source: 0001227213-04-000035 · edgar.xml · derivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · LM LTIP Disclosed balance after: 24,526.4544 Underlying: Common Stock · 13,301.379 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The information pertains to the phantom stock units acquired under the LM LTIP exempt under Section 16(b) and will be settled upon the reporting person's retirement or termination of service. F2 · derivative.expiration_date: The information pertains to the phantom stock units acquired under the LM LTIP exempt under Section 16(b) and will be settled upon the reporting person's retirement or termination of service. Read SEC document |
| January 15, 2004 Filed Jan 21, 2004 00:00 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 5,875.3426 | $51.40 | $301,992.61 |
DisclosureSEC source: 0001227213-04-000022 · edgar.xml · derivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. V. P. and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · LM LTIP Disclosed balance after: 11,225.0805 Underlying: Common Stock · 5,875.3426 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert into common stock on a one-for-one basis. F2 · kind: Settlement in cash of phantom stock units acquired pursuant to the LM LTIP exempt under Section 16(b). F2 · derivative.exercise_date: Settlement in cash of phantom stock units acquired pursuant to the LM LTIP exempt under Section 16(b). F2 · derivative.expiration_date: Settlement in cash of phantom stock units acquired pursuant to the LM LTIP exempt under Section 16(b). Read SEC document |
| December 02, 2003 Filed Dec 4, 2003 20:50 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 5,577 | $46.13 | $257,267.01 |
DisclosureSEC source: 0001227213-03-000014 · edgardoc.xml · nonDerivative · entry 1 MENAKER FRANK H JR · CIK 0001084489 · Sr. Vice Pres. & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,721 F1 · kind: Shares withheld to pay withholding tax obligation in connection with the vesting of a restricted stock grant. 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.