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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.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202601
Oct 202600

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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
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 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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

Read SEC document
August 05, 2024 Filed Aug 7, 2024 20:23 UTC GiftSeries A Common Shares · Derivative 1,926 $0.00 $0.00
Disclosure

SEC source: 0001051512-24-000056 · wk-form4_1723062188.xml · derivative · entry 1

Carlson Prudence E · CIK 0001435492 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,950,443

Underlying: Common Shares · 1,926 shares

Expires not disclosed

F1 · derivative.exercise_price: Series A Common shares are convertible on a share for share basis into common.

F2 · kind: Gift to children

F1 · derivative.exercise_date: Series A Common shares are convertible on a share for share basis into common.

F1 · derivative.expiration_date: Series A Common shares are convertible on a share for share basis into common.

F3 · balance_after: Reporting person is one of four trustees of a voting trust which is record owner of these Series Common Shares and which files its holdings on a form 4. The shares reported are held by respective reporting person and her family members that have a pecuniary interest in such securities. Reporting person already reports children's ownership in the Voting Trust. Accordingly the gift did not result in a change in the number of securities reported as beneficially owned by reporting person. Includes 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 20:20 UTC
CARLSON LEROY T JRDirector · President and CEO
GrantRestricted Stock Units · Derivative 135,404 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000095 · wk-form4_1718310037.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,404

Underlying: Common Shares · 135,404 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units awarded 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.

F1 · price: Restricted stock units awarded 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.

F1 · derivative.exercise_date: Restricted stock units awarded 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.

F1 · derivative.expiration_date: Restricted stock units awarded 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.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 20:30 UTC
Butman James WDirector · President & CEO of subsidiary
GrantRestricted Stock Units · Derivative 51,993 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000103 · wk-form4_1718310635.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,993

Underlying: Common Shares · 51,993 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units awarded 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.

F1 · price: Restricted stock units awarded 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.

F1 · derivative.exercise_date: Restricted stock units awarded 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.

F1 · derivative.expiration_date: Restricted stock units awarded 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.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 20:28 UTC
Kroll Anita JVP, Controller & CAO
GrantRestricted Stock Units · Derivative 8,148 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000101 · wk-form4_1718310495.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,148

Underlying: Common Shares · 8,148 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units awarded 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.

F1 · price: Restricted stock units awarded 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.

F1 · derivative.exercise_date: Restricted stock units awarded 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.

F1 · derivative.expiration_date: Restricted stock units awarded 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.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 20:25 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
GrantRestricted Stock Units · Derivative 18,186 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000099 · wk-form4_1718310345.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,186

Underlying: Common Shares · 18,186 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units awarded 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.

F1 · price: Restricted stock units awarded 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.

F1 · derivative.exercise_date: Restricted stock units awarded 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.

F1 · derivative.expiration_date: Restricted stock units awarded 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.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 20:23 UTC
Villacrez Vicki LExecutive Vice President & CFO
GrantRestricted Stock Units · Derivative 30,510 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000097 · wk-form4_1718310188.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,510

Underlying: Common Shares · 30,510 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units awarded 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.

F1 · price: Restricted stock units awarded 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.

F1 · derivative.exercise_date: Restricted stock units awarded 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.

F1 · derivative.expiration_date: Restricted stock units awarded 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.

Read SEC document
May 22, 2024 Filed May 23, 2024 20:21 UTC
OFF GEORGE WDirector
GrantCommon Shares 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000081 · wk-form4_1716495684.xml · nonDerivative · entry 1

OFF GEORGE W · CIK 0001020127 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,354

F1 · kind: Shares acquired pursuant to a compensation plan for non-employee directors.

Read SEC document
May 22, 2024 Filed May 23, 2024 20:40 UTC GrantCommon Shares 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000091 · wk-form4_1716496827.xml · nonDerivative · entry 1

Dixon Kimberly D · CIK 0001707051 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,250

F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors.

Read SEC document
May 22, 2024 Filed May 23, 2024 20:43 UTC GrantCommon Shares 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000093 · wk-form4_1716496975.xml · nonDerivative · entry 1

OLeary Christopher D · CIK 0001362601 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,635

F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors.

Read SEC document
May 22, 2024 Filed May 23, 2024 20:34 UTC GrantCommon 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000087 · wk-form4_1716496441.xml · nonDerivative · entry 1

Carlson Prudence E · CIK 0001435492 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,060

F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors.

Read SEC document
May 22, 2024 Filed May 23, 2024 20:37 UTC GrantCommon Shares 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000089 · wk-form4_1716496633.xml · nonDerivative · entry 1

CARLSON WALTER CD · CIK 0001230118 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,991

F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors

Read SEC document
May 22, 2024 Filed May 23, 2024 20:27 UTC GrantCommon Shares 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000085 · wk-form4_1716496044.xml · nonDerivative · entry 1

CARLSON LETITIA G C · CIK 0001233915 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,826

F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors.

Read SEC document
May 22, 2024 Filed May 23, 2024 20:24 UTC GrantCommon Shares 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000083 · wk-form4_1716495871.xml · nonDerivative · entry 1

Oosterman Wade · CIK 0001587270 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,770

F1 · shares: Shares acquired pursuant to a compensation plan for non-employee directors

Read SEC document
May 22, 2024 Filed May 23, 2024 20:18 UTC Tax withholdingCommon Shares 1,896 $19.25 $36,498.00
Disclosure

SEC source: 0001120437-24-000079 · wk-form4_1716495487.xml · nonDerivative · entry 2

Woessner Dirk S · CIK 0001929799 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,083

F2 · kind: Shares withheld to pay taxes.

Read SEC document
May 22, 2024 Filed May 23, 2024 20:18 UTC GrantCommon Shares 6,320 $19.25 $121,660.00
Disclosure

SEC source: 0001120437-24-000079 · wk-form4_1716495487.xml · nonDerivative · entry 1

Woessner Dirk S · CIK 0001929799 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,979

F1 · kind: Shares acquired pursuant to compensation plan for non-employee directors

Read SEC document
May 19, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 136,827 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.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 · 136,827 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.

F3 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
Tax withholdingCommon Shares 57,399 $20.80 $1,193,899.20
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 393,056

F4 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 19, 2024.

F5 · kind: The market was closed on vest date therefore the previous trading day's close, May 17, 2022, was used to value the transaction.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionCommon Shares 136,827 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450,455

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.

F3 · kind: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:48 UTC
Kroll Anita JVP, Controller & CAO
Exercise / conversionRestricted Stock Units · Derivative 2,855 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000062 · wk-form4_1716324478.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 2,855 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.

F3 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:48 UTC
Kroll Anita JVP, Controller & CAO
Tax withholdingCommon Shares 914 $20.80 $19,011.20
Disclosure

SEC source: 0001120437-24-000062 · wk-form4_1716324478.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,791

F4 · kind: Shares withheld to pay taxes on Restricted Stock Units that vested on May 19, 2024.

F5 · kind: The market was closed on vest date therefore the previous trading day's close, May 17, 2024, was used to value the transaction.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:48 UTC
Kroll Anita JVP, Controller & CAO
Exercise / conversionCommon Shares 2,855 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000062 · wk-form4_1716324478.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,705

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.

F3 · kind: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:45 UTC
Villacrez Vicki LExecutive Vice President & CFO
Exercise / conversionRestricted Stock Units · Derivative 5,462 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000060 · wk-form4_1716324331.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 5,462 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.

F3 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:45 UTC
Villacrez Vicki LExecutive Vice President & CFO
Tax withholdingCommon 2,568 $20.80 $53,414.40
Disclosure

SEC source: 0001120437-24-000060 · wk-form4_1716324331.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,137

F4 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 19, 2024.

F5 · kind: The market was closed on vest date therefore the previous trading day's close, May 17, 2024, was used to value the transaction.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:45 UTC
Villacrez Vicki LExecutive Vice President & CFO
Exercise / conversionCommon 5,462 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000060 · wk-form4_1716324331.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,705

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.

F3 · kind: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:43 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Exercise / conversionRestricted Stock Units · Derivative 9,249 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000058 · wk-form4_1716324189.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 9,249 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.

F3 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:43 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Tax withholdingCommon 2,710 $20.80 $56,368.00
Disclosure

SEC source: 0001120437-24-000058 · wk-form4_1716324189.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,158

F4 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 19, 2024.

F5 · kind: The market was closed on vest date therefore the previous trading day's close, May 17, 2024, was used to value the transaction.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:43 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Exercise / conversionCommon Shares 9,249 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000058 · wk-form4_1716324189.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,868

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.

F3 · kind: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Stock units became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:37 UTC
Butman James WDirector · President & CEO of subsidiary
Exercise / conversionRestricted Stock Units · Derivative 32,961 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000056 · wk-form4_1716323805.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 32,961 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.

F3 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units became vested on May 19, 2024. 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 19, 2024 Filed May 21, 2024 20:37 UTC
Butman James WDirector · President & CEO of subsidiary
Tax withholdingCommon Shares 14,718 $20.80 $306,134.40
Disclosure

SEC source: 0001120437-24-000056 · wk-form4_1716323805.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,998

F4 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 19, 2024.

F5 · kind: The market was closed on vest date therefore the previous trading day's close, May 17, 2024, was used to value the transaction.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:37 UTC
Butman James WDirector · President & CEO of subsidiary
Exercise / conversionCommon Shares 32,961 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000056 · wk-form4_1716323805.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,716

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.

F3 · kind: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units became vested on May 19, 2024. 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, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 163,146 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 326,292

Underlying: Common Shares · 163,146 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 first 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 first 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 first 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, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
Tax withholdingCommon Shares 72,274 $20.80 $1,503,299.20
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.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: 313,628

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2024.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
Exercise / conversionCommon Shares 163,146 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.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: 385,902

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 first 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 first 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, 2024 Filed May 21, 2024 20:48 UTC
Kroll Anita JVP, Controller & CAO
Exercise / conversionRestricted Stock Units · Derivative 7,348 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000062 · wk-form4_1716324478.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,696

Underlying: Common Shares · 7,348 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 first 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 first 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 first 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, 2024 Filed May 21, 2024 20:48 UTC
Kroll Anita JVP, Controller & CAO
Tax withholdingCommon Shares 2,352 $20.80 $48,921.60
Disclosure

SEC source: 0001120437-24-000062 · wk-form4_1716324478.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,850

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2024.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:48 UTC
Kroll Anita JVP, Controller & CAO
Exercise / conversionCommon Shares 7,348 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000062 · wk-form4_1716324478.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,202

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 first 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 first 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, 2024 Filed May 21, 2024 20:45 UTC
Villacrez Vicki LExecutive Vice President & CFO
Exercise / conversionRestricted Stock Units · Derivative 29,833 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000060 · wk-form4_1716324331.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,666

Underlying: Common Shares · 29,833 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 first 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 first 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 first 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, 2024 Filed May 21, 2024 20:45 UTC
Villacrez Vicki LExecutive Vice President & CFO
Tax withholdingCommon 9,932 $20.80 $206,585.60
Disclosure

SEC source: 0001120437-24-000060 · wk-form4_1716324331.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,243

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2024.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:45 UTC
Villacrez Vicki LExecutive Vice President & CFO
Exercise / conversionCommon 29,833 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000060 · wk-form4_1716324331.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,175

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 first 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 first 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, 2024 Filed May 21, 2024 20:43 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Exercise / conversionRestricted Stock Units · Derivative 19,966 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000058 · wk-form4_1716324189.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,932

Underlying: Common Shares · 19,966 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 first 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 first 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 first 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, 2024 Filed May 21, 2024 20:43 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Tax withholdingCommon Shares 5,851 $20.80 $121,700.80
Disclosure

SEC source: 0001120437-24-000058 · wk-form4_1716324189.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,619

F2 · kind: Shares withheld to pay taxes on restricted stock units that vest on May 17, 2024.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:43 UTC
Hanley Joseph RSVP-Strategy & Corp Dev
Exercise / conversionCommon Shares 19,966 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000058 · wk-form4_1716324189.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,470

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 first 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 first 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, 2024 Filed May 21, 2024 20:37 UTC
Butman James WDirector · President & CEO of subsidiary
Exercise / conversionRestricted Stock Units · Derivative 57,362 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000056 · wk-form4_1716323805.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: 114,724

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 first 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 first 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 first 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, 2024 Filed May 21, 2024 20:37 UTC
Butman James WDirector · President & CEO of subsidiary
Tax withholdingCommon Shares 22,869 $20.80 $475,675.20
Disclosure

SEC source: 0001120437-24-000056 · wk-form4_1716323805.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: 170,755

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2024.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:37 UTC
Butman James WDirector · President & CEO of subsidiary
Exercise / conversionCommon Shares 57,362 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000056 · wk-form4_1716323805.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: 193,624

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 first 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 first 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
April 16, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
OtherSeries A Common Shares · Derivative 53,730.2128 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.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: 1,977,038.2128

Underlying: Common Shares · 53,730.2128 shares

Expires not disclosed

F9 · derivative.exercise_price: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.exercise_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.expiration_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F10 · balance_after: Reporting person is one of four trustees of a trust which which separately files on Form 4 for the issuer. The Series A Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such securities. Includes 755,686 Series A Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
April 16, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
OtherSeries A Common Shares · Derivative 18,064.7053 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,064.7053

Underlying: Common Shares · 18,064.7053 shares

Expires not disclosed

F9 · derivative.exercise_price: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.exercise_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.expiration_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
April 16, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
OtherCommon Shares 47,993.9516 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.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: 1,811,445.9516

F6 · ownership.direct: Reporting person is one of four trustees of a trust which separately files on Form 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such securities. Includes 693,204 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
April 16, 2024 Filed May 21, 2024 20:34 UTC
CARLSON LEROY T JRDirector · President and CEO
OtherCommon Shares 78,756.3674 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 471,812.3674

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.