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TELEPHONE & DATA SYSTEMS INC /DE/

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4074
SEC CIK
0001051512
Parsed reports
474

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
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Aug 202600
Sep 202601
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 08, 2019 Filed Jan 7, 2020 10:17 UTC
VOTING TRUST10% owner
OtherSeries A Common Shares · Derivative 4,702 $0.00 $0.00
Disclosure

SEC source: 0001120437-20-000008 · wf-form5_157841023393618.xml · derivative · entry 3

VOTING TRUST · CIK 0000713753 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Voting Trust

Disclosed balance after: 6,931,607

Underlying: Common Shares · 4,702 shares

Expires not disclosed

F4 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares.

F1 · kind: Withdraw of shares by voting trust holder

F1 · price: Withdraw of shares by voting trust holder

F4 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares.

F4 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares.

F2 · balance_after: The trustees of the Voting Trust are Walter C. D. Carlson, LeRoy T. Carlson, Jr., Letitia G. Carlson, and Prudence Carlson. The Voting Trust entered into as of June 30, 1989 expires on June 30, 2035. The Voting Trust was created to facilitate long-standing relationships among the trusts certificate holders. In addition, the trustees of the Voting Trust, from time to time, commit on behalf of certain depositors in the Voting Trust dividends which would otherwise be paid to the Voting trustees and distributed to such depositors to the purchase of shares of the Company's Series A or common stock under the dividend reinvestment plan. The shares so purchased are held for the account of the Voting trustees on behalf of such depositors and are included herein. The filing of this statement shall not be construed as an admission that any voting trustee is for the purpose of Section 16 of the Act, the beneficial owner of any equity securities covered hereby.

F5 · balance_after: Includes 658,476 Series A Common shares acquired pursuant to a dividend reinvestment plan.

Read SEC document
July 08, 2019 Filed Jan 7, 2020 10:17 UTC
VOTING TRUST10% owner
OtherCommon Shares 4,325 $0.00 $0.00
Disclosure

SEC source: 0001120437-20-000008 · wf-form5_157841023393618.xml · nonDerivative · entry 1

VOTING TRUST · CIK 0000713753 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Voting Trust

Disclosed balance after: 6,230,501

F1 · kind: Withdraw of shares by voting trust holder

F1 · price: Withdraw of shares by voting trust holder

F2 · balance_after: The trustees of the Voting Trust are Walter C. D. Carlson, LeRoy T. Carlson, Jr., Letitia G. Carlson, and Prudence Carlson. The Voting Trust entered into as of June 30, 1989 expires on June 30, 2035. The Voting Trust was created to facilitate long-standing relationships among the trusts certificate holders. In addition, the trustees of the Voting Trust, from time to time, commit on behalf of certain depositors in the Voting Trust dividends which would otherwise be paid to the Voting trustees and distributed to such depositors to the purchase of shares of the Company's Series A or common stock under the dividend reinvestment plan. The shares so purchased are held for the account of the Voting trustees on behalf of such depositors and are included herein. The filing of this statement shall not be construed as an admission that any voting trustee is for the purpose of Section 16 of the Act, the beneficial owner of any equity securities covered hereby.

F3 · balance_after: Includes 458,645 Common shares acquired pursuant to a dividend reinvestment plan.

Read SEC document
June 21, 2019 Filed Jun 21, 2019 19:53 UTC
WILLIAMSON SCOTT HSenior Vice President
SaleCommon Shares 23,692 $32.70 $774,702.34
Disclosure

SEC source: 0001120437-19-000094 · edgar.xml · nonDerivative · entry 3

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,313

Read SEC document
June 20, 2019 Filed Jun 21, 2019 19:53 UTC
WILLIAMSON SCOTT HSenior Vice President
SaleCommon Shares 1,876 $33.30 $62,470.80
Disclosure

SEC source: 0001120437-19-000094 · edgar.xml · nonDerivative · entry 2

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,005

Read SEC document
June 19, 2019 Filed Jun 21, 2019 19:53 UTC
WILLIAMSON SCOTT HSenior Vice President
SaleCommon Shares 8,079 $33.40 $269,838.60
Disclosure

SEC source: 0001120437-19-000094 · edgar.xml · nonDerivative · entry 1

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,881

Read SEC document
May 30, 2019 Filed May 30, 2019 21:21 UTC SaleCommon Shares 2,410 $30.18 $72,723.68
Disclosure

SEC source: 0001120437-19-000091 · edgar.xml · nonDerivative · entry 1

Davis Clarence A · CIK 0001335628 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,500

Read SEC document
May 22, 2019 Filed May 24, 2019 13:47 UTC
CARLSON LEROY T JRDirector · President and CEO
GrantRestricted Stock Units · Derivative 60,630 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000078 · edgar.xml · derivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,630

Underlying: Common Shares · 60,630 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 13:47 UTC
CARLSON LEROY T JRDirector · President and CEO
GrantOption (Right to Buy) · Derivative 33,624 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000078 · edgar.xml · derivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,624

Underlying: Common Shares · 33,624 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 18:07 UTC
Chambers Douglas WSenior VP-Finance and CAO
GrantRestricted Stock Units · Derivative 8,068 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000088 · edgar.xml · derivative · entry 2

Chambers Douglas W · CIK 0001739622 · Senior VP-Finance and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,068

Underlying: Common Shares · 8,068 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 18:07 UTC
Chambers Douglas WSenior VP-Finance and CAO
GrantOption (Right to Buy) · Derivative 6,634 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000088 · edgar.xml · derivative · entry 1

Chambers Douglas W · CIK 0001739622 · Senior VP-Finance and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,634

Underlying: Common Shares · 6,634 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:31 UTC
Butman James WDirector · President & CEO of subsidiary
GrantRestricted Stock Units · Derivative 19,732 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000087 · edgar.xml · derivative · entry 2

Butman James W · CIK 0001725739 · Director · President & CEO of subsidiary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,732

Underlying: Common Shares · 19,732 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:31 UTC
Butman James WDirector · President & CEO of subsidiary
GrantOption (Right to Buy) · Derivative 17,259 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000087 · edgar.xml · derivative · entry 1

Butman James W · CIK 0001725739 · Director · President & CEO of subsidiary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,259

Underlying: Common Shares · 17,259 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:25 UTC
DeWitt Daniel J.SVP of Human Resources
GrantRestricted Stock Units · Derivative 8,439 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000086 · edgar.xml · derivative · entry 2

DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,439

Underlying: Common Shares · 8,439 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:25 UTC
DeWitt Daniel J.SVP of Human Resources
GrantOption (Right to Buy) · Derivative 7,047 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000086 · edgar.xml · derivative · entry 1

DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,047

Underlying: Common Shares · 7,047 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:23 UTC
McCahon Jane WSVP Corp Relations & Corp Sec
GrantRestricted Stock Units · Derivative 7,926 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000085 · edgar.xml · derivative · entry 2

McCahon Jane W · CIK 0001669889 · SVP Corp Relations & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,926

Underlying: Common Shares · 7,926 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:23 UTC
McCahon Jane WSVP Corp Relations & Corp Sec
GrantOption (Right to Buy) · Derivative 6,517 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000085 · edgar.xml · derivative · entry 1

McCahon Jane W · CIK 0001669889 · SVP Corp Relations & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,517

Underlying: Common Shares · 6,517 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:21 UTC
THAUS KURT BSenior VP - CIO
GrantRestricted Stock Units · Derivative 8,995 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000084 · edgar.xml · derivative · entry 2

THAUS KURT B · CIK 0001275931 · Senior VP - CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,995

Underlying: Common Shares · 8,995 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:21 UTC
THAUS KURT BSenior VP - CIO
GrantOption (Right to Buy) · Derivative 7,225 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000084 · edgar.xml · derivative · entry 1

THAUS KURT B · CIK 0001275931 · Senior VP - CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,225

Underlying: Common Shares · 7,225 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:21 UTC
THAUS KURT BSenior VP - CIO
GrantRestricted Stock Units · Derivative 8,995 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000083 · edgar.xml · derivative · entry 2

THAUS KURT B · CIK 0001275931 · Senior VP - CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,995

Underlying: Common Shares · 8,995 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:21 UTC
THAUS KURT BSenior VP - CIO
GrantOption (Right to Buy) · Derivative 7,225 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000083 · edgar.xml · derivative · entry 1

THAUS KURT B · CIK 0001275931 · Senior VP - CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,225

Underlying: Common Shares · 7,225 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:19 UTC
SEREDA PETER LSenior VP-Finance
GrantRestricted Stock Units · Derivative 16,151 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000082 · edgar.xml · derivative · entry 2

SEREDA PETER L · CIK 0001141275 · Senior VP-Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,151

Underlying: Common Shares · 16,151 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units award pursuant to the long term incentive plan. Stock units will vest on May 22, 2022.

F2 · price: Restricted stock units award pursuant to the long term incentive plan. Stock units will vest on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock units award pursuant to the long term incentive plan. Stock units will vest on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock units award pursuant to the long term incentive plan. Stock units will vest on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:19 UTC
SEREDA PETER LSenior VP-Finance
GrantOption (Right to buy) · Derivative 13,899 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000082 · edgar.xml · derivative · entry 1

SEREDA PETER L · CIK 0001141275 · Senior VP-Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,899

Underlying: Common Shares · 13,899 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:17 UTC
WILLIAMSON SCOTT HSenior Vice President
GrantRestricted Stock Units · Derivative 21,300 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000081 · edgar.xml · derivative · entry 2

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,300

Underlying: Common Shares · 21,300 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the long term incentive plan. Stock units will become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the long term incentive plan. Stock units will become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the long term incentive plan. Stock units will become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the long term incentive plan. Stock units will become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:17 UTC
WILLIAMSON SCOTT HSenior Vice President
GrantOption (Right to Buy) · Derivative 17,516 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000081 · edgar.xml · derivative · entry 1

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,516

Underlying: Common Shares · 17,516 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:15 UTC
Hanley Joseph RSr VP Tech., Services Strategy
GrantRestricted Stock Units · Derivative 8,557 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000080 · edgar.xml · derivative · entry 2

Hanley Joseph R · CIK 0001298040 · Sr VP Tech., Services Strategy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,557

Underlying: Common Shares · 8,557 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022.

Read SEC document
May 22, 2019 Filed May 24, 2019 16:15 UTC
Hanley Joseph RSr VP Tech., Services Strategy
GrantOption (Right to Buy) · Derivative 7,145 Not disclosed Strike: $30.72 Not disclosed
Disclosure

SEC source: 0001120437-19-000080 · edgar.xml · derivative · entry 1

Hanley Joseph R · CIK 0001298040 · Sr VP Tech., Services Strategy

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,145

Underlying: Common Shares · 7,145 shares

Expires 2029-05-22

F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022.

Read SEC document
May 20, 2019 Filed May 21, 2019 20:38 UTC
Hanley Joseph RSVP-Technology, Srvs & Strateg
SaleCommon Shares 15,867 $31.42 $498,541.14
Disclosure

SEC source: 0001120437-19-000077 · edgar.xml · nonDerivative · entry 1

Hanley Joseph R · CIK 0001298040 · SVP-Technology, Srvs & Strateg

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,768

Read SEC document
May 20, 2019 Filed Jan 9, 2020 20:56 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 500 $0.00 $0.00
Disclosure

SEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,309

F1 · price: By gift

F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:05 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionRestricted stock units · Derivative 76,273 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000070 · edgar.xml · derivative · entry 3

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common shares · 76,273 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:05 UTC
CARLSON LEROY T JRDirector · President and CEO
Tax withholdingCommon Shares 33,788 $31.70 $1,071,079.60
Disclosure

SEC source: 0001120437-19-000070 · edgar.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,971

F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019.

F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:05 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionCommon Shares 76,273 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000070 · edgar.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 236,759

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:09 UTC
Chambers Douglas WSenior VP-Finance & CAO
Exercise / conversionRestricted Stock Units · Derivative 2,883 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000071 · edgar.xml · derivative · entry 3

Chambers Douglas W · CIK 0001739622 · Senior VP-Finance & CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 2,883 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:09 UTC
Chambers Douglas WSenior VP-Finance & CAO
Tax withholdingCommon Shares 922 $31.70 $29,227.40
Disclosure

SEC source: 0001120437-19-000071 · edgar.xml · nonDerivative · entry 2

Chambers Douglas W · CIK 0001739622 · Senior VP-Finance & CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,961

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:09 UTC
Chambers Douglas WSenior VP-Finance & CAO
Exercise / conversionCommon Shares 2,883 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000071 · edgar.xml · nonDerivative · entry 1

Chambers Douglas W · CIK 0001739622 · Senior VP-Finance & CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,883

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:14 UTC
SEREDA PETER LSenior VP-Finance & Treasurer
Exercise / conversionRestricted Stock Units · Derivative 13,702 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000074 · edgar.xml · derivative · entry 3

SEREDA PETER L · CIK 0001141275 · Senior VP-Finance & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 13,702 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:14 UTC
SEREDA PETER LSenior VP-Finance & Treasurer
Tax withholdingCommon Shares 4,393 $31.70 $139,258.10
Disclosure

SEC source: 0001120437-19-000074 · edgar.xml · nonDerivative · entry 2

SEREDA PETER L · CIK 0001141275 · Senior VP-Finance & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,757

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:14 UTC
SEREDA PETER LSenior VP-Finance & Treasurer
Exercise / conversionCommon Shares 13,702 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000074 · edgar.xml · nonDerivative · entry 1

SEREDA PETER L · CIK 0001141275 · Senior VP-Finance & Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,150

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:17 UTC
WILLIAMSON SCOTT HSenior Vice President
Exercise / conversionRestricted Stock Units · Derivative 24,797 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000076 · edgar.xml · derivative · entry 3

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 24,797 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:17 UTC
WILLIAMSON SCOTT HSenior Vice President
Tax withholdingCommon Shares 10,985 $31.70 $348,224.50
Disclosure

SEC source: 0001120437-19-000076 · edgar.xml · nonDerivative · entry 2

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,960

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:17 UTC
WILLIAMSON SCOTT HSenior Vice President
Exercise / conversionCommon Shares 24,797 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000076 · edgar.xml · nonDerivative · entry 1

WILLIAMSON SCOTT H · CIK 0001128028 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,945

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:16 UTC
THAUS KURT BSenior VP - CIO
Exercise / conversionRestricted Stock Units · Derivative 10,798 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000075 · edgar.xml · derivative · entry 3

THAUS KURT B · CIK 0001275931 · Senior VP - CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 10,798 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:16 UTC
THAUS KURT BSenior VP - CIO
Tax withholdingCommon Shares 3,163 $31.70 $100,267.10
Disclosure

SEC source: 0001120437-19-000075 · edgar.xml · nonDerivative · entry 2

THAUS KURT B · CIK 0001275931 · Senior VP - CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,702

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:16 UTC
THAUS KURT BSenior VP - CIO
Exercise / conversionCommon Shares 10,798 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000075 · edgar.xml · nonDerivative · entry 1

THAUS KURT B · CIK 0001275931 · Senior VP - CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,865

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:13 UTC
McCahon Jane WSVP Corp Relations & Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 6,025 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000073 · edgar.xml · derivative · entry 3

McCahon Jane W · CIK 0001669889 · SVP Corp Relations & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 6,025 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:13 UTC
McCahon Jane WSVP Corp Relations & Corp Sec
Tax withholdingCommon Shares 1,765 $31.70 $55,950.50
Disclosure

SEC source: 0001120437-19-000073 · edgar.xml · nonDerivative · entry 2

McCahon Jane W · CIK 0001669889 · SVP Corp Relations & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,171

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:13 UTC
McCahon Jane WSVP Corp Relations & Corp Sec
Exercise / conversionCommon Shares 6,025 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000073 · edgar.xml · nonDerivative · entry 1

McCahon Jane W · CIK 0001669889 · SVP Corp Relations & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,936

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:11 UTC
Hanley Joseph RSVP-Technology, Srvs & Strateg
Exercise / conversionRestricted Stock Units · Derivative 10,037 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000072 · edgar.xml · derivative · entry 3

Hanley Joseph R · CIK 0001298040 · SVP-Technology, Srvs & Strateg

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 10,037 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the long-term incentive plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the long-term incentive plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the long-term incentive plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:11 UTC
Hanley Joseph RSVP-Technology, Srvs & Strateg
Tax withholdingCommon Shares 2,995 $31.70 $94,941.50
Disclosure

SEC source: 0001120437-19-000072 · edgar.xml · nonDerivative · entry 2

Hanley Joseph R · CIK 0001298040 · SVP-Technology, Srvs & Strateg

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,635

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 21:11 UTC
Hanley Joseph RSVP-Technology, Srvs & Strateg
Exercise / conversionCommon Shares 10,037 $0.00 $0.00
Disclosure

SEC source: 0001120437-19-000072 · edgar.xml · nonDerivative · entry 1

Hanley Joseph R · CIK 0001298040 · SVP-Technology, Srvs & Strateg

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,630

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units awarded pursuant to the long-term incentive plan. Stock units became vested on May 11, 2019.

Read SEC document
May 11, 2019 Filed May 14, 2019 20:57 UTC
Butman James WDirector · President & CEO of subsidiary
Exercise / conversionRestricted Stock Units · Derivative 10,994 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-19-000069 · edgar.xml · derivative · entry 3

Butman James W · CIK 0001725739 · Director · President & CEO of subsidiary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 10,994 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.