| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | Director | Common Stock | 12.2K | $4.02M | $328.73 | Jun 12, 2024 | Direct |
| CHEVRON CORP | Director | Common Stock | 13.2K | $2.12M | $160.23 | May 29, 2024 | Direct |
| LOCKHEED MARTIN CORP | Director | Phantom Stock Units | 2.7K | $1.39M | $513.03 | Feb 14, 2025 | Lockheed Martin Directors Equity Plan |
| CHEVRON CORP | Director | Common Stock | 4.28K | $685K | $160.23 | May 29, 2024 | By Reed Revocable Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | Feb 14, 2025 | 1 | $0 | 4 | Feb 19, 2025 | Director |
| CAT | CATERPILLAR INC | Jun 12, 2024 | 1 | $170K | 4 | Jun 13, 2024 | Director |
| CVX | CHEVRON CORP | May 29, 2024 | 1 | $0 | 4 | May 30, 2024 | Director |
| LMT | LOCKHEED MARTIN CORP | Feb 15, 2024 | 1 | $0 | 4 | Feb 20, 2024 | Director |
| CAT | CATERPILLAR INC | Jun 14, 2023 | 1 | $170K | 4 | Jun 15, 2023 | Director |
| CVX | CHEVRON CORP | May 31, 2023 | 1 | $0 | 4 | Jun 2, 2023 | Director |
| LMT | LOCKHEED MARTIN CORP | Feb 15, 2023 | 1 | $0 | 4 | Feb 17, 2023 | Director |
| CAT | CATERPILLAR INC | Jun 8, 2022 | 1 | $188K | 4 | Jun 10, 2022 | Director |
| CVX | CHEVRON CORP | May 25, 2022 | 1 | $0 | 4 | May 27, 2022 | Director |
| LMT | LOCKHEED MARTIN CORP | Jan 31, 2022 | 1 | $0 | 4 | Feb 2, 2022 | Director |
| CVX | CHEVRON CORP | May 26, 2021 | 1 | $0 | 4 | May 28, 2021 | Director |