Form 4: Lockheed Martin Director Aquilino Receives Phantom Stock Units

Sentiment:

SEC Form 4 Filing


Director John C. Aquilino received phantom stock units in Lockheed Martin Corporation under the company's Amended and Restated Directors Equity Plan.

Summary

  • John C. Aquilino, a director of Lockheed Martin Corporation, reported a transaction involving phantom stock units.
  • The transaction occurred on February 14, 2025.
  • Aquilino acquired 401.7108 phantom stock units.
  • These units were awarded under the Lockheed Martin Corporation Amended and Restated Directors Equity Plan and are exempt under Rule 16b-3.
  • The phantom stock units were acquired at $423.19 per share.
  • The units vest 50% on June 30 following the award date and 50% on December 31 following the award date.
  • Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service.
  • Peter A. Christou is acting as attorney-in-fact for John C. Aquilino.

Sentiment

Score: 7

Explanation: The document reflects a routine director compensation matter, which is generally viewed neutrally to positively as it aligns director interests with shareholder value. The sentiment is moderately positive.

Positives

  • The award of phantom stock units aligns the director's interests with those of the shareholders.
  • The vesting schedule encourages long-term commitment from the director.

Future Outlook

The phantom stock units will vest over time, aligning the director's compensation with the company's long-term performance.

Industry Context

Granting equity to directors is a common practice to align their interests with those of shareholders and incentivize long-term value creation.

Comparison to Industry Standards

  • Lockheed Martin's director compensation practices, including the use of phantom stock units, are generally in line with those of other large publicly traded companies in the aerospace and defense industry.
  • Companies like Boeing, Northrop Grumman, and General Dynamics also utilize equity-based compensation to incentivize their directors.
  • The specific terms of the equity grants, such as vesting schedules and performance metrics, can vary depending on the company's specific circumstances and compensation philosophy.

Stakeholder Impact

  • The award of phantom stock units to a director can positively impact shareholders by aligning the director's interests with the company's long-term success.

Key Dates

DateDescription
January 24, 2020Date of Power of Attorney for David B. Burritt, Bruce A. Carlson, Thomas J. Falk, Vicki A. Hollub, James D. Taiclet, Frank A. St. John
February 10, 2020Date of Power of Attorney for Joseph F. Dunford, Jr.
June 11, 2020Date of Power of Attorney for Stephanie C. Hill
November 29, 2020Date of Power of Attorney for Gregory M. Ulmer
June 3, 2021Date of Power of Attorney for Patricia E. Yarrington
October 26, 2021Date of Power of Attorney for John M. Donovan
December 15, 2021Date of Power of Attorney for Robert M. Lightfoot, Jr.
February 2, 2022Date of Power of Attorney for Jesus Malave
June 6, 2022Date of Power of Attorney for H. Edward Paul III
September 30, 2022Date of Power of Attorney for Timothy S. Cahill
June 27, 2023Date of the Stevens Substitute Power of Attorney from Maryanne R. Lavan
June 4, 2024Date of Power of Attorney for Heather Wilson
December 11, 2024Date of Power of Attorney for John C. Aquilino
February 14, 2025Transaction date for the acquisition of phantom stock units.
February 18, 2025Date of Substitute Power of Attorney execution.
February 19, 2025Date of signature for the Form 4 filing.

Keywords

Lockheed Martin, Director, Aquilino, Phantom Stock Units, Equity Plan, Form 4, LMT, Beneficial Ownership

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