person · Reporting owner
Ergen Two-Year December 2020 SATS GRAT
Disclosed activity across 1 company
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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 December 21, 2022 · Filed December 23, 2022
Section 16 reporting ended · disclosed 2022-12-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-12-21 · Gift · Disposed 13,630,860 · Balance 0 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 December 21, 2020, Mr. Charles W. Ergen established the Ergen Two-Year December 2020 SATS GRAT (the "2020 December GRAT") and contributed a total of 21,000,000 Class B shares to such trust. Pursuant to the terms of the 2020 December GRAT, all of the remaining 13,630,860 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2022, and the 2020 December GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2020 December 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 December 21, 2020, Mr. Charles W. Ergen established the Ergen Two-Year December 2020 SATS GRAT (the "2020 December GRAT") and contributed a total of 21,000,000 Class B shares to such trust. Pursuant to the terms of the 2020 December GRAT, all of the remaining 13,630,860 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2022, and the 2020 December GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2020 December GRAT.
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 |
|---|---|---|---|---|---|---|
| December 21, 2022 Filed Dec 23, 2022 21:17 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 13,630,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-129909 · tm2233287-2_4seq1.xml · derivative · entry 1 Ergen Two-Year December 2020 SATS GRAT · CIK 0001837976 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,630,860 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 December 21, 2020, Mr. Charles W. Ergen established the Ergen Two-Year December 2020 SATS GRAT (the "2020 December GRAT") and contributed a total of 21,000,000 Class B shares to such trust. Pursuant to the terms of the 2020 December GRAT, all of the remaining 13,630,860 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2022, and the 2020 December GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2020 December 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 December 21, 2020, Mr. Charles W. Ergen established the Ergen Two-Year December 2020 SATS GRAT (the "2020 December GRAT") and contributed a total of 21,000,000 Class B shares to such trust. Pursuant to the terms of the 2020 December GRAT, all of the remaining 13,630,860 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2022, and the 2020 December GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen served as the trustee of the 2020 December GRAT. Read SEC document |
| December 21, 2021 Filed Dec 23, 2021 21:25 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 7,369,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001415404-21-000067 · wf-form4_164029469083806.xml · derivative · entry 1 Ergen Two-Year December 2020 SATS GRAT · CIK 0001837976 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,630,860 Underlying: Class A Common Stock · 7,369,140 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 December 21, 2020, Mr. Charles W. Ergen established the Ergen Two-Year December 2020 SATS GRAT (the "2020 December GRAT") and contributed a total of 21,000,000 Class B shares to such trust. Pursuant to the terms of the 2020 December GRAT, 7,369,140 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2021, with the 2020 December GRAT retaining 13,630,860 Class B shares. The 2020 December GRAT is scheduled to expire in accordance with its terms on December 21, 2022. Mrs. Cantey M. Ergen serves as the trustee of the 2020 December 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 December 21, 2020, Mr. Charles W. Ergen established the Ergen Two-Year December 2020 SATS GRAT (the "2020 December GRAT") and contributed a total of 21,000,000 Class B shares to such trust. Pursuant to the terms of the 2020 December GRAT, 7,369,140 Class B shares were distributed as an annuity payment to Mr. Ergen on December 21, 2021, with the 2020 December GRAT retaining 13,630,860 Class B shares. The 2020 December GRAT is scheduled to expire in accordance with its terms on December 21, 2022. Mrs. Cantey M. Ergen serves as the trustee of the 2020 December 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.