SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Donovan John | Director | 2026-08-13 | Open-market sell | 120 | $0 |
| Donovan John | Director | 2026-08-13 | Open-market sell | 204 | $0 |
| Donovan John | Director | 2026-08-13 | Open-market sell | 212 | $0 |
| Donovan John | Director | 2026-08-13 | Open-market sell | 469 | $0 |
| Donovan John | Director | 2026-08-13 | Open-market sell | 631 | $0 |
| Donovan John | Director | 2026-08-13 | Open-market sell | 1742 | $0 |
| Lightfoot Robert M JR | President Space | 2026-08-12 | Open-market sell | 196 | $118K |
| Lightfoot Robert M JR | President Space | 2026-08-11 | Open-market sell | 846 | $0 |
| Lightfoot Robert M JR | President Space | 2026-08-11 | Open-market sell | 1564 | $0 |
| St John Frank A | Chief Operating Officer | 2026-07-31 | I | 7 | $0 |
| Hill Stephanie C. | Pres. Rotary & Mission Systems | 2026-06-11 | Gift | 368 | $0 |
| Hollub Vicki A. | Director | 2026-04-01 | Option exercise | 416 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 80 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 280 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 400 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 440 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 600 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 640 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 900 | $0 |
| Cahill Timothy S | Pres. Missiles & Fire Control | 2026-03-11 | Open-market sell | 1280 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
New Executive Order constraints impose direct operational restrictions on this defense contractor — including limits on dividends, buybacks, and executive pay — while simultaneously, rare earth supply chain vulnerability and tariff exposure surface as newly disclosed financial risks. Geopolitical exposure is compounding, with international sales rising to 28% of revenue and U.S.-foreign government relations now explicitly flagged as a risk to FMS sales.
2 company-specific · 1 common-mode
New disclosure of Executive Orders imposing acquisition transformation, multi-year contracts, and restrictions on dividends, repurchases, and executive compensation for defense contractors.
We are subject to extensive procurement and other laws, regulations, and contract terms, including those that enable the U.S. Government to terminate contracts for convenience. Our business and…
International sales grew from 26% to 28% of total sales. New language adds "relations between U.S. Government and international customers" as a risk factor affecting FMS sales, escalating geopolitical exposure.
International sales may pose different economic, regulatory, competition and other risks. International sales present risks that are different and potentially greater than those encountered in our…
New disclosure of rare earth mineral supply chain vulnerability and tariff environment with ongoing changes. Adds specific operational and financial risk mitigation requirements.
Geopolitical, macroeconomic and public health events and conditions could adversely affect our business, financial condition and operating results. Geopolitical . Changes in U.S. Government and other…
Lockheed Martin entered into a new $2.25 billion 364-Day Revolving Credit Agreement on August 24, 2026, and extended its existing $3.0 billion 5-Year Revolving Credit Agreement by one year. These are material credit facilities that create new or extended direct financial obligations. While no borrowings were made at closing, the establishment of these credit arrangements represents the creation of material debt capacity and constitutes a material financial event requiring 8-K disclosure under Item 1.01.
View raw filing on EDGAR →This is a standard quarterly earnings release for Q2 2026 (quarter ended June 28, 2026) disclosing sales of $20.1 billion (11% increase), net earnings of $1.8 billion ($7.94 per share), and updated full-year 2026 financial guidance. The news release is furnished as Exhibit 99.1 under Item 2.02 (Results of Operations and Financial Condition), which is the standard Item for earnings disclosures. Material to investors as it reports significant financial results and raises full-year guidance.
View raw filing on EDGAR →