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Ergen Two-Year June 2021 SATS GRAT

Disclosed activity across 1 company

Tapewire entity
112384
SEC CIK
0001867893

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Disclosed balances

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Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

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Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

EchoStar CORP

Report date June 09, 2023 · Filed June 13, 2023

Section 16 reporting ended · disclosed 2023-06-13. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-06-09 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2023-06-09 · Gift · Disposed 4,053,768 · Balance 0

F1: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F2: On June 9, 2021, Mr. Charles W. Ergen established the Ergen Two-Year June 2021 SATS GRAT (the "2021 June GRAT") and contributed a total of 9,000,000 Class B shares to such trust. Pursuant to the terms of the 2021 June GRAT, all of the remaining 4,053,768 Class B shares were distributed as an annuity payment to Mr. Ergen on June 9, 2023, and the 2021 June GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2021 June GRAT.

Filing footnotes · ownership attribution and instrument terms

F1: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F2: On June 9, 2021, Mr. Charles W. Ergen established the Ergen Two-Year June 2021 SATS GRAT (the "2021 June GRAT") and contributed a total of 9,000,000 Class B shares to such trust. Pursuant to the terms of the 2021 June GRAT, all of the remaining 4,053,768 Class B shares were distributed as an annuity payment to Mr. Ergen on June 9, 2023, and the 2021 June GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2021 June GRAT.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 09, 2023 Filed Jun 13, 2023 20:16 UTC EchoStar CORP SATS · Entity 3188 GiftClass B Common Stock · Derivative 4,053,768 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-070806 · tm2318528-1_4seq1.xml · derivative · entry 1

Ergen Two-Year June 2021 SATS GRAT · CIK 0001867893 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,053,768 shares

Expires not disclosed

F1 · derivative.exercise_price: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F2 · kind: On June 9, 2021, Mr. Charles W. Ergen established the Ergen Two-Year June 2021 SATS GRAT (the "2021 June GRAT") and contributed a total of 9,000,000 Class B shares to such trust. Pursuant to the terms of the 2021 June GRAT, all of the remaining 4,053,768 Class B shares were distributed as an annuity payment to Mr. Ergen on June 9, 2023, and the 2021 June GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2021 June GRAT.

F1 · derivative.exercise_date: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F1 · derivative.expiration_date: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F2 · ownership.direct: On June 9, 2021, Mr. Charles W. Ergen established the Ergen Two-Year June 2021 SATS GRAT (the "2021 June GRAT") and contributed a total of 9,000,000 Class B shares to such trust. Pursuant to the terms of the 2021 June GRAT, all of the remaining 4,053,768 Class B shares were distributed as an annuity payment to Mr. Ergen on June 9, 2023, and the 2021 June GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2021 June GRAT.

Read SEC document
June 09, 2022 Filed Jun 13, 2022 21:03 UTC EchoStar CORP SATS · Entity 3188 GiftClass B Common Stock · Derivative 4,946,232 $0.00 $0.00
Disclosure

SEC source: 0001415404-22-000051 · wf-form4_165515421014523.xml · derivative · entry 1

Ergen Two-Year June 2021 SATS GRAT · CIK 0001867893 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,053,768

Underlying: Class A Common Stock · 4,946,232 shares

Expires not disclosed

F1 · derivative.exercise_price: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F2 · kind: On June 9, 2021, Mr. Charles W. Ergen established the Ergen Two-Year June 2021 SATS GRAT (the "2021 June GRAT") and contributed a total of 9,000,000 Class B shares to such trust. Pursuant to the terms of the 2021 June GRAT, 4,946,232 Class B shares were distributed as an annuity payment to Mr. Ergen on June 9, 2022, with the 2021 June GRAT retaining 4,053,768 Class B shares. The 2021 June GRAT is scheduled to expire in accordance with its terms on June 9, 2023. Mrs. Cantey M. Ergen serves as the trustee of the 2021 June GRAT.

F1 · derivative.exercise_date: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F1 · derivative.expiration_date: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.

F2 · ownership.direct: On June 9, 2021, Mr. Charles W. Ergen established the Ergen Two-Year June 2021 SATS GRAT (the "2021 June GRAT") and contributed a total of 9,000,000 Class B shares to such trust. Pursuant to the terms of the 2021 June GRAT, 4,946,232 Class B shares were distributed as an annuity payment to Mr. Ergen on June 9, 2022, with the 2021 June GRAT retaining 4,053,768 Class B shares. The 2021 June GRAT is scheduled to expire in accordance with its terms on June 9, 2023. Mrs. Cantey M. Ergen serves as the trustee of the 2021 June GRAT.

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.