Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TELEPHONE & DATA SYSTEMS INC /DE/TDS · Entity 4074 | SVP of Human Resources | May 17, 2023 | May 19, 2023 |
Disclosed balances
About these balances
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.
TELEPHONE & DATA SYSTEMS INC /DE/
Report date May 17, 2023 · Filed May 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 47,601 |
Reported balance
After 2023-05-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-17 · Grant · Acquired 47,601 · Balance 47,601 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 17, 2023 Filed May 19, 2023 16:07 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 47,601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-23-000098 · wf-form4_168451243155280.xml · derivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,601 Underlying: Common Shares · 47,601 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 |
| February 20, 2023 Filed Feb 22, 2023 20:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon | 2,575 | $13.70 | $35,277.50 |
DisclosureSEC source: 0001120437-23-000031 · wf-form4_167709633814530.xml · nonDerivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,947 F2 · kind: Shares withheld to pay taxes F3 · kind: The market was closed on February 20, 2023, therefore the previous trading day's close, February 17, 2023 was used to value the transaction. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 20:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon | 7,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000031 · wf-form4_167709633814530.xml · nonDerivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,522 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: On May 21, 2020, 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 period ending on December 31, 2022, the Compensation Committee certified on February 20, 2023 that the reporting person was entitled to 67.9% of his target opportunity. Read SEC document |
| May 22, 2022 Filed May 23, 2022 20:04 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 8,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000082 · wf-form4_165333622917967.xml · derivative · entry 3 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 8,439 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 22, 2022. F1 · kind: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 22, 2022. F1 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 22, 2022. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 22, 2022. Read SEC document |
| May 22, 2022 Filed May 23, 2022 20:04 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon | 2,275 | $17.45 | $39,698.75 |
DisclosureSEC source: 0001120437-22-000082 · wf-form4_165333622917967.xml · nonDerivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,872 F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 22, 2022. F3 · kind: The market was closed on vest date therefore the previous trading day's close, May 22, 2022, was used to value the transaction. Read SEC document |
| May 22, 2022 Filed May 23, 2022 20:04 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon | 8,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000082 · wf-form4_165333622917967.xml · nonDerivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,147 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 awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 22, 2022. Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:11 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 15,057 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-22-000072 · wf-form4_165308104923380.xml · derivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,057 Underlying: Common Shares · 15,057 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 18, 2025. F1 · price: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 18, 2025. F1 · derivative.exercise_date: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 18, 2025. F1 · derivative.expiration_date: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 18, 2025. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:29 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon | 2,010 | $20.32 | $40,843.20 |
DisclosureSEC source: 0001120437-22-000024 · wf-form4_164487415361737.xml · nonDerivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,708 F2 · kind: Shares withheld to pay taxes Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:29 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon | 6,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000024 · wf-form4_164487415361737.xml · nonDerivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,718 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: On May 22, 2019, 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 period ending on December 31, 2021, the Compensation Committee certified on February 22, 2022 that the reporting person was entitled to 91.5% of his target opportunity. Read SEC document |
| May 23, 2021 Filed May 25, 2021 17:34 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 7,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000100 · wf-form4_162196407416735.xml · derivative · entry 3 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 23, 2021. F1 · kind: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 23, 2021. F1 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 23, 2021. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 23, 2021. Read SEC document |
| May 23, 2021 Filed May 25, 2021 17:34 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon | 2,068 | $25.50 | $52,734.00 |
DisclosureSEC source: 0001120437-21-000100 · wf-form4_162196407416735.xml · nonDerivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,655 F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 23, 2021. F3 · kind: The market was closed on vest date therefore the previous trading day's close, May 21, 2021, was used to value the transaction. Read SEC document |
| May 23, 2021 Filed May 25, 2021 17:34 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon | 7,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000100 · wf-form4_162196407416735.xml · nonDerivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,723 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 awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units became vested on May 23, 2021. Read SEC document |
| May 19, 2021 Filed May 21, 2021 18:11 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 9,131 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-21-000088 · wf-form4_162162069285336.xml · derivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,131 Underlying: Common Shares · 9,131 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 19, 2024. F2 · price: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 19, 2024. F2 · derivative.exercise_date: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 19, 2024. F2 · derivative.expiration_date: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 19, 2024. Read SEC document |
| May 19, 2021 Filed May 21, 2021 18:11 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 7,908 | Not disclosed Strike: $25.36 | Not disclosed |
DisclosureSEC source: 0001120437-21-000088 · wf-form4_162162069285336.xml · derivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,908 Underlying: Common Shares · 7,908 shares Expires 2031-05-19 F1 · price: Granted under the 2020 Long-Term Incentive Plan. Options become exercisable on May 19, 2024. F1 · derivative.exercise_date: Granted under the 2020 Long-Term Incentive Plan. Options become exercisable on May 19, 2024. F1 · derivative.expiration_date: Granted under the 2020 Long-Term Incentive Plan. Options become exercisable on May 19, 2024. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 14:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon | 2,369 | $18.03 | $42,713.07 |
DisclosureSEC source: 0001120437-21-000020 · wf-form4_161417839304800.xml · nonDerivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,046 F2 · kind: Shares withheld to pay taxes Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 14:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon | 7,415 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000020 · wf-form4_161417839304800.xml · nonDerivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,415 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: On May 23, 2018, 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 period ending on December 31, 2020, the Compensation Committee certified on February 22, 2021 that the reporting person was entitled to 99.7% of his target opportunity. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:22 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 11,136 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-20-000087 · wf-form4_159052452021865.xml · derivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,136 Underlying: Common Shares · 11,136 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 21, 2023. F2 · price: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 21, 2023. F2 · derivative.exercise_date: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 21, 2023. F2 · derivative.expiration_date: Restricted stock unit award pursuant to the 2020 Long-Term Incentive Plan. Restricted Stock units become vested on May 21, 2023. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:22 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 12,258 | Not disclosed Strike: $19.15 | Not disclosed |
DisclosureSEC source: 0001120437-20-000087 · wf-form4_159052452021865.xml · derivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,258 Underlying: Common Shares · 12,258 shares Expires 2030-05-21 F1 · price: Granted under the 2020 Long-Term Incentive Plan. Options become exercisable on May 21, 2023. F1 · derivative.exercise_date: Granted under the 2020 Long-Term Incentive Plan. Options become exercisable on May 21, 2023. F1 · derivative.expiration_date: Granted under the 2020 Long-Term Incentive Plan. Options become exercisable on May 21, 2023. Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:25 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 8,439 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000086 · edgar.xml · derivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,439 Underlying: Common Shares · 8,439 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022. F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022. F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022. F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 22, 2022. Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:25 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 7,047 | Not disclosed Strike: $30.72 | Not disclosed |
DisclosureSEC source: 0001120437-19-000086 · edgar.xml · derivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,047 Underlying: Common Shares · 7,047 shares Expires 2029-05-22 F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022. F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options become exercisable on May 22, 2022. Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:40 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 7,677 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000073 · edgar.xml · derivative · entry 2 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,677 Underlying: Common Shares · 7,677 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 23, 2021. F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 23, 2021. F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 23, 2021. F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units become vested on May 23, 2021. Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:40 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 7,432 | Not disclosed Strike: $25.70 | Not disclosed |
DisclosureSEC source: 0001120437-18-000073 · edgar.xml · derivative · entry 1 DeWitt Daniel J. · CIK 0001694587 · SVP of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,432 Underlying: Common Shares · 7,432 shares Expires 2028-05-23 F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 23, 2021. F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 23, 2021. 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.