Form 4: Lockheed Martin Director John Donovan Acquires Phantom Stock Units

Sentiment:

SEC Form 4 Filing


Director John Donovan acquired phantom stock units in Lockheed Martin Corporation under the Amended and Restated Directors Equity Plan.

Summary

  • On February 14, 2025, John Donovan, a director of Lockheed Martin, acquired 401.7108 phantom stock units.
  • These units were acquired under the Lockheed Martin Corporation Amended and Restated Directors Equity Plan at a price of $423.19 per share.
  • The phantom stock units vest 50% on June 30 and 50% on December 31 following the award date.
  • Mr. Donovan also indirectly owns 1,727.8352 phantom stock units through the Lockheed Martin Directors Equity Plan and 907.9964 phantom stock units through the Lockheed Martin Directors Deferred Comp Plan.
  • These units convert to common stock on a one-for-one basis and will be settled upon the Reporting Person's termination of service.

Sentiment

Score: 7

Explanation: The document reflects a routine transaction related to director compensation, which is generally viewed as a neutral to slightly positive indicator of corporate governance and alignment of interests.

Positives

  • The acquisition of phantom stock units by a director signals confidence in the company's future performance.
  • The vesting schedule aligns the director's interests with the long-term success of the company.

Future Outlook

Settlement in cash or stock (as elected by the director) will occur upon the Reporting Person's termination of service, except that non-employee directors who have satisfied our stock ownership guidelines may elect to have the payment of awards (together with any dividend equivalents thereon) made on the first business day of April following vesting of the award.

Industry Context

Executive compensation and stock ownership are common practices in publicly traded companies like Lockheed Martin to align management's interests with those of shareholders.

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 defense contractors such as Boeing, Northrop Grumman, and General Dynamics.
  • These companies often use a mix of cash, stock options, and restricted stock units to incentivize and retain their directors.
  • The vesting schedules and settlement terms for these equity awards are also typically structured to encourage long-term value creation.

Stakeholder Impact

  • The acquisition of phantom stock units by a director can positively influence shareholder sentiment by aligning the director's interests with the company's long-term performance.

Key Dates

DateDescription
November 1, 2019Date of Power of Attorney for Debra L. Reed-Klages
January 16, 2020Date of Power of Attorney for Frank A. St. John
January 24, 2020Date of Power of Attorney for David B. Burritt, Bruce A. Carlson, Thomas J. Falk, Vicki A. Hollub, and James D. Taiclet
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, 2025Date of transaction: John Donovan acquired phantom stock units.
February 18, 2025Date of execution of Substitute Power of Attorney by John E. Stevens.
February 19, 2025Date of signature for the Form 4 filing.

Keywords

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

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