Bruce A Carlson

CIK 1647496 · View on SEC EDGAR ↗

Insider

First SEC filing: Dec. 3, 2025 · Latest: Dec. 3, 2025

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 17 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 14, 2025 LMT A 134 5,502 Indirect +2.50% Acquired (price as of 2026-08-20)
Feb. 15, 2024 LMT A 402 5,231 Indirect +8.32% Acquired (price as of 2026-08-20)
Feb. 15, 2023 LMT A 354 4,701 Indirect +8.14% Acquired (price as of 2026-08-20)
Jan. 31, 2022 LMT A 418 4,237 Indirect +10.95% Acquired (price as of 2026-08-20)
May 12, 2021 BHE A 5,200 28,246 Direct +22.56% Acquired (price as of 2026-08-20)
Feb. 1, 2021 LMT A 501 3,709 Indirect +15.62% Acquired (price as of 2026-08-20)
May 13, 2020 BHE A 7,883 23,046 Direct +51.99% Acquired (price as of 2026-08-20)
Jan. 30, 2020 LMT A 373 3,122 Indirect +13.57% Acquired (price as of 2026-08-20)
May 15, 2019 BHE A 5,972 15,163 Direct +64.98% Acquired (price as of 2026-08-20)
Jan. 31, 2019 LMT A 535 2,681 Indirect +24.93% Acquired (price as of 2026-08-20)
May 16, 2018 BHE A 5,444 9,191 Direct +145.29% Acquired (price as of 2026-08-20)
Jan. 31, 2018 LMT A 437 2,089 Indirect +26.45% Acquired (price as of 2026-08-20)
Jan. 30, 2017 LMT A 574 1,611 Indirect +55.35% Acquired (price as of 2026-08-20)
Feb. 1, 2016 LMT A 691 1,009 Indirect +217.30% Acquired (price as of 2026-08-20)
Dec. 31, 2015 LMT A 167 343 Indirect +94.89% Acquired (price as of 2026-08-20)
Sept. 30, 2015 LMT A 175 175 Indirect Acquired (price as of 2026-08-20)
Aug. 3, 2015 LMT A 313 313 Indirect Acquired (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Feb. 14, 2025 LMT Phantom Stock Units Common Stock (134) 134 Acquired
Feb. 15, 2024 LMT Phantom Stock Units Common Stock (402) 402 Acquired
Feb. 15, 2023 LMT Phantom Stock Units Common Stock (354) 354 Acquired
Jan. 31, 2022 LMT Phantom Stock Units Common Stock (418) 418 Acquired
Feb. 1, 2021 LMT Phantom Stock Units Common Stock (501) 501 Acquired
Jan. 30, 2020 LMT Phantom Stock Units Common Stock (373) 373 Acquired
Jan. 31, 2019 LMT Phantom Stock Units Common Stock (535) 535 Acquired
Jan. 31, 2018 LMT Phantom Stock Units Common Stock (437) 437 Acquired
Jan. 30, 2017 LMT Phantom Stock Units Common Stock (574) 574 Acquired
Feb. 1, 2016 LMT Phantom Stock Units Common Stock (691) 691 Acquired
Dec. 31, 2015 LMT Phantom Stock Units Common Stock (167) 167 Acquired
Sept. 30, 2015 LMT Phantom Stock Units Common Stock (175) 175 Acquired
Aug. 3, 2015 LMT Phantom Stock Units Common Stock (313) 313 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Dec. 3, 2025 SAC Class B Ordinary Shares→ Class A Ordinary Shares (25,000) 25,000 Direct
July 12, 2017 BHE Common Stock Direct
July 10, 2015 LMT No securities are beneficially owned directly or indirectly. 0 Direct