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TELEPHONE & DATA SYSTEMS INC /DE/

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4074
SEC CIK
0001051512
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474

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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
May 17, 2025 Filed May 20, 2025 20:28 UTC
Butman James WDirector · President & CEO of subsidiary
Exercise / conversionRestricted Stock Units · Derivative 57,362 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000073 · wk-form4_1747772921.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,362

Underlying: Common Shares · 57,362 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 were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · derivative.exercise_date: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · derivative.expiration_date: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 17, 2025 Filed May 20, 2025 20:28 UTC
Butman James WDirector · President & CEO of subsidiary
Tax withholdingCommon Shares 25,613 $34.93 $894,662.09
Disclosure

SEC source: 0001120437-25-000073 · wk-form4_1747772921.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 265,915

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2025.

F3 · kind: The market was closed on vest date therefore the previous trading day's close, May 16, 2025, was used to value the transaction.

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May 17, 2025 Filed May 20, 2025 20:28 UTC
Butman James WDirector · President & CEO of subsidiary
Exercise / conversionCommon Shares 57,362 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000073 · wk-form4_1747772921.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,528

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 · kind: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · price: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 06, 2025 Filed May 8, 2025 21:06 UTC
Villacrez Vicki LDirector · Executive Vice President & CFO
Exercise / conversionOption (Right to Buy) · Derivative 11,403 Not disclosed Strike: $29.26 Not disclosed
Disclosure

SEC source: 0001120437-25-000070 · wk-form4_1746738360.xml · derivative · entry 3

Villacrez Vicki L · CIK 0001926297 · Director · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 11,403 shares

Expires 2025-05-11

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.

F2 · price: Granted on May 11, 2015, under the 2011 Long-Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

F2 · derivative.exercise_date: Granted on May 11, 2015, under the 2011 Long-Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

Read SEC document
May 06, 2025 Filed May 8, 2025 21:06 UTC
Villacrez Vicki LDirector · Executive Vice President & CFO
Tax withholdingCommon Shares 10,556 $34.03 $359,220.68
Disclosure

SEC source: 0001120437-25-000070 · wk-form4_1746738360.xml · nonDerivative · entry 2

Villacrez Vicki L · CIK 0001926297 · Director · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,465

F1 · kind: Shares withheld to pay for strike price (9,804 Common Shares) and taxes (752 Common Shares).

Read SEC document
May 06, 2025 Filed May 8, 2025 21:06 UTC
Villacrez Vicki LDirector · Executive Vice President & CFO
Exercise / conversionCommon Shares 11,403 $29.26 $333,651.78
Disclosure

SEC source: 0001120437-25-000070 · wk-form4_1746738360.xml · nonDerivative · entry 1

Villacrez Vicki L · CIK 0001926297 · Director · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,021

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.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 21:18 UTC
CARLSON LEROY T JRDirector · Vice Chair
GrantPerformance Share Units · Derivative 92,835 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000051 · wk-form4_1741900704.xml · derivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,835

Underlying: Common Shares · 92,835 shares

Expires not disclosed

F1 · derivative.exercise_price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.exercise_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.expiration_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 21:29 UTC
Kroll Anita JVP, Controller & CAO
GrantPerformance Share Units · Derivative 2,482 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000057 · wk-form4_1741901351.xml · derivative · entry 1

Kroll Anita J · CIK 0001779547 · VP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,482

Underlying: Common Shares · 2,482 shares

Expires not disclosed

F1 · derivative.exercise_price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.exercise_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.expiration_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 21:26 UTC
Villacrez Vicki LDirector · Executive Vice President & CFO
GrantPerformance Share Units · Derivative 13,945 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000055 · wk-form4_1741901155.xml · derivative · entry 1

Villacrez Vicki L · CIK 0001926297 · Director · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,945

Underlying: Common Shares · 13,945 shares

Expires not disclosed

F1 · derivative.exercise_price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.exercise_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.expiration_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 21:22 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
GrantPerformance Share Units · Derivative 8,312 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000053 · wk-form4_1741900963.xml · derivative · entry 1

Hanley Joseph R · CIK 0001298040 · SVP-Strategy & Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,312

Underlying: Common Shares · 8,312 shares

Expires not disclosed

F1 · derivative.exercise_price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.exercise_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

F1 · derivative.expiration_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
March 07, 2025 Filed Mar 10, 2025 23:20 UTC
CARLSON LEROY T JRDirector · Vice Chair
Exercise / conversionOption (Right to Buy) · Derivative 236,100 Not disclosed Strike: $29.26 Not disclosed
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · derivative · entry 9

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 236,100 shares

Expires 2025-05-11

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: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

F1 · derivative.exercise_date: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

Read SEC document
March 07, 2025 Filed Mar 10, 2025 23:20 UTC
CARLSON LEROY T JRDirector · Vice Chair
GrantDeferred Compensation · Derivative 5,852 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · derivative · entry 8

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,380

Underlying: Common Shares · 5,852 shares

Expires not disclosed

F4 · derivative.exercise_price: Reporting person deferred a portion of his bonus into TDS Common Shares pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 54,538 are vested.

F4 · price: Reporting person deferred a portion of his bonus into TDS Common Shares pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 54,538 are vested.

F4 · derivative.exercise_date: Reporting person deferred a portion of his bonus into TDS Common Shares pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 54,538 are vested.

F4 · derivative.expiration_date: Reporting person deferred a portion of his bonus into TDS Common Shares pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 54,538 are vested.

Read SEC document
March 07, 2025 Filed Mar 10, 2025 23:20 UTC
CARLSON LEROY T JRDirector · Vice Chair
Tax withholdingCommon Shares 213,291 $35.40 $7,550,501.40
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,621

F2 · kind: Reporting person exercised options and withheld 195,149 Common Shares to pay for the strike price and withheld 18,142 Common Shares to pay for taxes.

Read SEC document
March 07, 2025 Filed Mar 10, 2025 23:20 UTC
CARLSON LEROY T JRDirector · Vice Chair
Exercise / conversionCommon Shares 236,100 $29.26 $6,908,286.00
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,912

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 · kind: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 22:11 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Exercise / conversionOption (Right to Buy) · Derivative 26,902 Not disclosed Strike: $29.26 Not disclosed
Disclosure

SEC source: 0001120437-25-000025 · wk-form4_1741039856.xml · derivative · entry 3

Hanley Joseph R · CIK 0001298040 · SVP-Strategy & Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 26,902 shares

Expires 2025-05-11

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.

F2 · price: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

F2 · derivative.exercise_date: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

Read SEC document
February 28, 2025 Filed Mar 3, 2025 22:11 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Tax withholdingCommon Shares 23,299 $36.10 $841,093.90
Disclosure

SEC source: 0001120437-25-000025 · wk-form4_1741039856.xml · nonDerivative · entry 2

Hanley Joseph R · CIK 0001298040 · SVP-Strategy & Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,992

F1 · kind: Shares withheld to pay for strike price (21,805) and taxes (1,494)

Read SEC document
February 28, 2025 Filed Mar 3, 2025 22:11 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Exercise / conversionCommon Shares 26,902 $29.26 $787,152.52
Disclosure

SEC source: 0001120437-25-000025 · wk-form4_1741039856.xml · nonDerivative · entry 1

Hanley Joseph R · CIK 0001298040 · SVP-Strategy & Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,291

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.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:22 UTC
CARLSON LEROY T JRDirector · President and CEO
Tax withholdingCommon Shares 91,908 $37.96 $3,488,827.68
Disclosure

SEC source: 0001120437-25-000015 · wk-form4_1740518548.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,812

F2 · kind: Shares withheld to pay taxes

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:22 UTC
CARLSON LEROY T JRDirector · President and CEO
GrantCommon Shares 212,053 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000015 · wk-form4_1740518548.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 222,720

F1 · kind: On May 19, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On May 19, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:30 UTC
Butman James WDirector · President & CEO of subsidiary
GrantCommon Shares 45,168 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000023 · wk-form4_1740519033.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 234,166

F1 · kind: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 100.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 100.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:28 UTC
Kroll Anita JVP, Controller & CAO
Tax withholdingCommon Shares 2,008 $37.96 $76,223.68
Disclosure

SEC source: 0001120437-25-000021 · wk-form4_1740518920.xml · nonDerivative · entry 2

Kroll Anita J · CIK 0001779547 · VP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,575

F2 · kind: Shares withheld to pay taxes

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:28 UTC
Kroll Anita JVP, Controller & CAO
GrantCommon Shares 5,792 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000021 · wk-form4_1740518920.xml · nonDerivative · entry 1

Kroll Anita J · CIK 0001779547 · VP, Controller & CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,583

F1 · kind: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:26 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Tax withholdingCommon Shares 4,829 $37.96 $183,308.84
Disclosure

SEC source: 0001120437-25-000019 · wk-form4_1740518798.xml · nonDerivative · entry 2

Hanley Joseph R · CIK 0001298040 · SVP-Strategy & Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,389

F2 · kind: Shares withheld to pay taxes

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:26 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
GrantCommon Shares 16,060 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000019 · wk-form4_1740518798.xml · nonDerivative · entry 1

Hanley Joseph R · CIK 0001298040 · SVP-Strategy & Corp Dev

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,218

F1 · kind: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:24 UTC
Villacrez Vicki LExecutive Vice President & CFO
Tax withholdingCommon Shares 7,892 $37.96 $299,580.32
Disclosure

SEC source: 0001120437-25-000017 · wk-form4_1740518674.xml · nonDerivative · entry 2

Villacrez Vicki L · CIK 0001926297 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,618

F2 · kind: Shares used to pay taxes

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:24 UTC
Villacrez Vicki LExecutive Vice President & CFO
GrantCommon Shares 24,373 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000017 · wk-form4_1740518674.xml · nonDerivative · entry 1

Villacrez Vicki L · CIK 0001926297 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,510

F1 · kind: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On May 18, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
February 14, 2025 Filed May 23, 2025 00:49 UTC OtherSeries A Common Shares · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000109 · wk-form4_1747961362.xml · derivative · entry 5

Carlson Prudence E · CIK 0001435492 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trusts

Disclosed balance after: 100,000

Underlying: Common Shares · 100,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible on a share for share basis into Common.

F3 · derivative.exercise_date: Series A Common shares are convertible on a share for share basis into Common.

F3 · derivative.expiration_date: Series A Common shares are convertible on a share for share basis into Common.

F5 · ownership.nature: The shares reported are held by trusts for which the reporting person serves as trustee.

Read SEC document
February 14, 2025 Filed May 23, 2025 00:49 UTC OtherSeries A Common Shares · Derivative 100,000 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000109 · wk-form4_1747961362.xml · derivative · entry 4

Carlson Prudence E · CIK 0001435492 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

Underlying: Common Shares · 100,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible on a share for share basis into Common.

F3 · derivative.exercise_date: Series A Common shares are convertible on a share for share basis into Common.

F3 · derivative.expiration_date: Series A Common shares are convertible on a share for share basis into Common.

Read SEC document
February 14, 2025 Filed May 23, 2025 00:49 UTC OtherSeries A Common Shares · Derivative 526.1972 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000109 · wk-form4_1747961362.xml · derivative · entry 3

Carlson Prudence E · CIK 0001435492 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,949,888

Underlying: Common Shares · 526.1972 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible on a share for share basis into Common.

F3 · derivative.exercise_date: Series A Common shares are convertible on a share for share basis into Common.

F3 · derivative.expiration_date: Series A Common shares are convertible on a share for share basis into Common.

F4 · balance_after: Shares acquired from an estate for which reporting person already reported such shares in her holdings. Reporting person is one of four trustees of a voting trust which separately files on Form 4 for the issuer. The shares reported are held by respective reporting person and her family members that have a pecuniary interest in such securities. Includes 756,177 Series A Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
February 14, 2025 Filed May 23, 2025 00:49 UTC OtherCommon Shares 806,960.9689 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000109 · wk-form4_1747961362.xml · nonDerivative · entry 2

Carlson Prudence E · CIK 0001435492 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,634,394

F2 · balance_after: Shares acquired from an estate for which reporting person already reported such shares in her holdings. Reporting person is one of four trustees of a voting trust which separately file on Form 4 for the issuer. The shares reported are held by respective reporting person and her family members that have a pecuniary interest in such securities. Includes 693,620 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
January 06, 2025 Filed Jan 7, 2025 21:22 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionDeferred Compensation · Derivative 14,602 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000004 · wk-form4_1736284921.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,528

Underlying: Common Shares · 14,602 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: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

F1 · kind: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

F1 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

F1 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

Read SEC document
January 06, 2025 Filed Jan 7, 2025 21:22 UTC
CARLSON LEROY T JRDirector · President and CEO
Tax withholdingCommon Shares 3,936 $33.26 $130,911.36
Disclosure

SEC source: 0001120437-25-000004 · wk-form4_1736284921.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,667

F2 · kind: Withholding of common shares as settlement for taxes due in connection with settlement of the deferred compensation payout.

Read SEC document
January 06, 2025 Filed Jan 7, 2025 21:22 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionCommon Shares 14,603 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000004 · wk-form4_1736284921.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,603

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 · kind: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

Read SEC document
October 16, 2024 Filed Jan 17, 2025 17:51 UTC
VOTING TRUST10% owner
OtherSeries A Common Shares · Derivative 13,715 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000005 · wk-form5_1737154279.xml · derivative · entry 2

VOTING TRUST · CIK 0000713753 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 7,206,296

Underlying: Common Shares · 13,715 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

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.

F3 · balance_after: The trustees of the Voting Trust are Walter C. D. Carlson, Letitia G. Carlson, Prudence Carlson and Anthony J. M. 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 956,353 Series A Common Shares acquired pursuant to a dividend reinvestment plan, of which 28,935 were acquired through dividend reinvestment during 2024.

Read SEC document
October 16, 2024 Filed Jan 17, 2025 17:51 UTC
VOTING TRUST10% owner
OtherCommon 10,257 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000005 · wk-form5_1737154279.xml · nonDerivative · entry 1

VOTING TRUST · CIK 0000713753 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 6,298,354

F1 · kind: Withdraw of shares by voting trust holder

F2 · balance_after: Includes 700,513 Common Shares acquired pursuant to a dividend reinvestment plan, of which 23,579 were acquired through dividend reinvestment during 2024.

F3 · balance_after: The trustees of the Voting Trust are Walter C. D. Carlson, Letitia G. Carlson, Prudence Carlson and Anthony J. M. 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.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 296.91 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 18

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife's Trust

Disclosed balance after: 296.91

Underlying: Common Shares · 296.91 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 296.91 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 17

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife

Disclosed balance after: 0

Underlying: Common Shares · 296.91 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 2,088.53 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 16

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 2,088.53 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 2,088.53 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 15

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 2,088.53 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 58,426.43 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 14

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 58,426.43 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 58,426.43 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 58,426.43 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 18,104.18 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 18,104.18

Underlying: Common Shares · 18,104.18 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftSeries A Common Shares · Derivative 18,104.18 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 18,104.18 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

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August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 105,521.32 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife's Trust

Disclosed balance after: 105,521.32

F1 · kind: Reporting person and his spouse each gifted to their trusts.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 105,521.32 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife

Disclosed balance after: 0

F1 · kind: Reporting person and his spouse each gifted to their trusts.

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August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 178,686.15 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 178,686.15 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 111,940.19 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 111,940.19 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC
CARLSON LEROY T JRDirector · President and CEO
GiftCommon Shares 472,356.53 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 472,356.53

F1 · kind: Reporting person and his spouse each gifted to their trusts.

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