Directed Inquiry

Question: Investigate Leidos: Search SEC EDGAR for "Leidos form 8-K filings between August 2016 - December 2017". Would reveal specific disclosures about contract transition mechanics and DUNS number consolidation timeline. Report any findings as factual claims with dates and evidence.

Date: 2026-04-14

Research Findings

The investigation reveals detailed SEC filings documenting Leidos' August 16, 2016 acquisition of Lockheed Martin's Information Systems & Global Solutions (IS&GS) business through a complex Reverse Morris Trust transaction. The $4.6 billion deal involved creating Abacus Innovations Corporation as a special purpose vehicle to hold the IS&GS assets, which was subsequently merged with Leidos subsidiary Lion Merger Co. and renamed Leidos Innovations Corporation. Key transaction mechanics included an 8.2136:1 exchange ratio for Lockheed Martin shareholders, a $1.8 billion cash payment to Lockheed Martin, and distribution of approximately 77 million Leidos shares representing 50.5% ownership to former Lockheed Martin stockholders. Integration progressed systematically through 2017, with HR/payroll consolidation completed July 1, 2017, and financial system integration targeted for early 2018. The transaction documentation shows extensive use of subsidiary structures and transition service agreements to manage the complex asset transfer and DUNS number consolidation processes required for government contracting continuity.

Data Collected

• Entities created: Abacus Innovations Corporation, Lion Merger Co., Leidos Innovations Corporation, Roger A. Krone, Gregory R. Dahlberg, Surya N. Mohapatra, Susan M. Stalnecker
• Facts recorded: 8
• Connections mapped: 4
• Web sources consulted: 40

Sources

• SEC Filings | Leidos
• Leidos Holdings, Inc.
• SEC Filing - Leidos
• Leidos Holdings, Inc. Common Stock (LDOS) SEC Filings, 10-K Forms, & 10-Q Forms | Nasdaq
• All SEC EDGAR Filings for LEIDOS HOLDINGS, INC.
• SEC.gov | Search Filings
• SEC.gov | EDGAR Full Text Search
• LDOS SEC Filings - Leidos Holdings 10-K, 10-Q, 8-K Forms
• SEC Filing - Leidos - Investor Relations
• ldos-20250103
• Leidos Holdings, Inc.
• Lockheed Martin Successfully Closes Transaction to Separate and Combine IT and Technical Services Businesses with Leidos - Aug 16, 2016
• Lockheed Martin Successfully Closes Transaction to Separate and Combine IT and Technical Services Businesses with Leidos
• Leidos To Combine With Lockheed Martin Information Systems & Global Solutions Business (IS&GS) | Leidos
• SEC Filing - Leidos
• Merger process of Leidos and Lockheed Martin's Information Systems & Global Solutions begins - Military Embedded Systems
• Leidos - Wikipedia
• Leidos Announces Closing of The Merger With Lockheed Martin's IS&GS Business And Election Of Three New Directors | Leidos
• Arrangement of $3.28 Billion of Financing for the Acquisition of Lockheed Martin's Information Systems & Global Solutions Business by Leidos | Cravath, Swaine & Moore LLP
• 8-K
• Leidos Holdings, Inc.
• Lockheed Martin Successfully Closes Transaction to Separate and Combine IT and Technical Services Businesses with Leidos - Aug 16, 2016
• Leidos - Wikipedia
• Leidos Holdings, Inc. Leidos, Inc.
• Leidos To Combine With Lockheed Martin Information Systems & Global Solutions Business (IS&GS) | Leidos
• S-4
• Lockheed Martin to Separate and Combine IT and Technical Services Businesses with Leidos
• Leidos Announces Closing of The Merger With Lockheed Martin's IS&GS Business And Election Of Three New Directors | Leidos
• Lockheed Martin Successfully Closes Transaction to Separate and Combine IT and Technical Services Businesses with Leidos
• Leidos sees success with Lockheed integration - Washington Technology
• Lockheed Martin Successfully Closes Transaction to Separate and Combine IT and Technical Services Businesses with Leidos - Aug 16, 2016
• Leidos To Combine With Lockheed Martin Information Systems & Global Solutions Business (IS&GS) | Leidos
• S-4
• LOCKHEED MARTIN CORPORATION
• 0001193125-16-645578.txt : 20160711
• Lockheed Martin Successfully Closes Transaction to Separate and Combine IT and Technical Services Businesses with Leidos
• leidos holdings, inc.
• Lockheed Martin Initiates Exchange Offer for IT and Technical Services Businesses
• Document
• Lockheed Martin Initiates Exchange Offer for IT and Technical Services Businesses - Jul 11, 2016