Bruce A Carlson
CIK 1647496 · View on SEC EDGAR ↗
First SEC filing: Dec. 3, 2025 · Latest: Dec. 3, 2025
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Insider transactions
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.