Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEXTRON INCTXT · Entity 3391 | Director | March 31, 2017 | April 04, 2017 |
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.
TEXTRON INC
Report date March 31, 2017 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 103,023.479 |
Reported balance
After 2017-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-31 · Grant · Acquired 1,338.013 · Balance 103,023.479 F1: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock. F2: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock.
F2: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LOCKHEED MARTIN CORP
Report date January 31, 2005 · Filed February 02, 2005
Section 16 reporting ended · disclosed 2005-02-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | IndirectLockheed Martin LTIP | 21,239.0753 |
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 5,898.8074 · Balance 21,239.0753 F1: The phantom stock units convert on a 1 for 1 basis. F2: 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 | 2,807.178 |
Reported balance
Holding disclosure · report date 2005-01-31 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,807.178 F1: 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 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 phantom stock units convert on a 1 for 1 basis.
F2: 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: 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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 4, 2017 18:32 UTC | TEXTRON INC TXT · Entity 3391 | GrantDeferred Stock Units · Derivative | 1,338.013 | $48.23 Strike: $0.00 | $64,533.71 |
DisclosureSEC source: 0000217346-17-000033 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,023.479 Underlying: Common Stock · 1,338.013 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock. F2 · derivative.exercise_date: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. F2 · derivative.expiration_date: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 19:48 UTC | TEXTRON INC TXT · Entity 3391 | GrantDeferred Stock Units · Derivative | 1,479.964 | $43.59 Strike: $0.00 | $64,504.23 |
DisclosureSEC source: 0000217346-17-000011 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,685.466 Underlying: Common Stock · 1,479.964 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock. F2 · derivative.exercise_date: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. F2 · derivative.expiration_date: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:55 UTC | TEXTRON INC TXT · Entity 3391 | GrantDeferred Stock Units · Derivative | 1,637.082 | $39.38 Strike: $0.00 | $64,471.56 |
DisclosureSEC source: 0000217346-16-000114 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,205.502 Underlying: Common Stock · 1,637.082 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit is valued based upon the value of one (1) share of Textron Inc. Common Stock. F2 · derivative.exercise_date: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. F2 · derivative.expiration_date: Payable in cash upon the conclusion of Reporting Person's service on the Textron Inc. Board of Directors. Read SEC document |
| January 31, 2005 Filed Feb 2, 2005 21:44 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 5,898.8074 | $55.55 | $327,678.75 |
DisclosureSEC source: 0001227213-05-000030 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 21,239.0753 Underlying: Common Stock · 5,898.8074 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F2 · 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. F2 · 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 14, 2005 Filed Jan 19, 2005 21:25 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 13,180.0226 | $55.55 | $732,150.26 |
DisclosureSEC source: 0001227213-05-000005 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Lockheed Martin LTIP Disclosed balance after: 15,340.2679 Underlying: Common Stock · 13,180.0226 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert on a 1 for 1 basis. F3 · kind: Settlement in cash of phantom stock units acquired pursuant to the Lockheed Martin Long Term Incentive Plan exempt under Section 16(b). F3 · 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). F3 · 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 |
| March 31, 2004 Filed Apr 2, 2004 19:45 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantCommon Stock | 25,000 | $45.64 | $1,141,000.00 |
DisclosureSEC source: 0001227213-04-000052 · edgar.xml · nonDerivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,354 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 | 70,000 | $0.00 Strike: $49.27 | $0.00 |
DisclosureSEC source: 0001227213-04-000040 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Common Stock · 70,000 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 19:27 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | GrantPhantom Stock Units · Derivative | 15,074.8905 | $51.40 | $774,849.37 |
DisclosureSEC source: 0001227213-04-000029 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · LM LTIP Disclosed balance after: 28,026.9067 Underlying: Common Stock · 15,074.8905 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 20, 2004 23:59 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | OtherPhantom Stock Units · Derivative | 3,427.2831 | $51.40 | $176,162.35 |
DisclosureSEC source: 0001227213-04-000021 · edgar.xml · derivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · LM LTIP Disclosed balance after: 12,952.0162 Underlying: Common Stock · 3,427.2831 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 20:49 UTC | LOCKHEED MARTIN CORP LMT · Entity 2882 | Tax withholdingCommon Stock | 4,313 | $46.13 | $198,958.69 |
DisclosureSEC source: 0001227213-03-000013 · edgardoc.xml · nonDerivative · entry 1 HANCOCK DAIN M · CIK 0001194000 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,354 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.