TapewireFind a company

person · Reporting owner

Ergen Two-Year March 2022 SATS GRAT

Disclosed activity across 1 company

Tapewire entity
114763
SEC CIK
0001921358

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

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.

No balances currently tracked through insider filings.

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 March 31, 2023 · Filed April 04, 2023

Section 16 reporting ended · disclosed 2023-04-04. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityDirect3,693,428 Reported balance After 2023-03-31 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2023-03-31 · Gift · Disposed 6,206,572 · Balance 3,693,428

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

F2: On March 31, 2022, Mr. Charles W. Ergen established the Ergen Two-Year March 2022 SATS GRAT (the "2022 March GRAT") and contributed a total of 9,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 March GRAT, 6,206,572 Class B shares were distributed as an annuity payment to Mr. Ergen on March 31, 2023, with the 2022 March GRAT retaining 3,693,428 Class B shares. The 2022 March GRAT is scheduled to expire in accordance with its terms on March 31, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 March GRAT.

Filing footnotes · ownership attribution and instrument terms

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

F2: On March 31, 2022, Mr. Charles W. Ergen established the Ergen Two-Year March 2022 SATS GRAT (the "2022 March GRAT") and contributed a total of 9,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 March GRAT, 6,206,572 Class B shares were distributed as an annuity payment to Mr. Ergen on March 31, 2023, with the 2022 March GRAT retaining 3,693,428 Class B shares. The 2022 March GRAT is scheduled to expire in accordance with its terms on March 31, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 March GRAT.

Transaction history

JSON API
Reset

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
March 31, 2023 Filed Apr 4, 2023 16:09 UTC EchoStar CORP SATS · Entity 3188 GiftClass B Common Stock · Derivative 6,206,572 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-041495 · tm2311693-2_4seq1.xml · derivative · entry 1

Ergen Two-Year March 2022 SATS GRAT · CIK 0001921358 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,693,428

Underlying: Class A Common Stock · 6,206,572 shares

Expires not disclosed

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

F2 · kind: On March 31, 2022, Mr. Charles W. Ergen established the Ergen Two-Year March 2022 SATS GRAT (the "2022 March GRAT") and contributed a total of 9,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 March GRAT, 6,206,572 Class B shares were distributed as an annuity payment to Mr. Ergen on March 31, 2023, with the 2022 March GRAT retaining 3,693,428 Class B shares. The 2022 March GRAT is scheduled to expire in accordance with its terms on March 31, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 March GRAT.

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

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

F2 · ownership.direct: On March 31, 2022, Mr. Charles W. Ergen established the Ergen Two-Year March 2022 SATS GRAT (the "2022 March GRAT") and contributed a total of 9,900,000 Class B shares to such trust. Pursuant to the terms of the 2022 March GRAT, 6,206,572 Class B shares were distributed as an annuity payment to Mr. Ergen on March 31, 2023, with the 2022 March GRAT retaining 3,693,428 Class B shares. The 2022 March GRAT is scheduled to expire in accordance with its terms on March 31, 2024. Mrs. Cantey M. Ergen serves as the trustee of the 2022 March 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.