Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TELEPHONE & DATA SYSTEMS INC /DE/TDS · Entity 4074 | Senior VP - Technology | December 07, 2021 | December 09, 2021 |
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 December 07, 2021 · Filed December 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 11,315 |
Ending reported balance
After 2021-12-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-07 · Sale · Disposed 9,390 · Balance 24,017 F1: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.50 and $19.62. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. Row 2 · 2021-12-08 · Sale · Disposed 12,702 · Balance 11,315 F2: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.50 and $19.68. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.50 and $19.62. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold.
F2: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.50 and $19.68. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold.
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 24, 2017 Filed May 25, 2017 21:23 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 8,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000064 · edgar.xml · derivative · entry 2 THAUS KURT B · CIK 0001275931 · Senior VP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,862 Underlying: Common Shares · 8,862 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock unit award pursuant to the long term incentive plan. Stock units become vested on May 24, 2020. F1 · price: Restricted stock unit award pursuant to the long term incentive plan. Stock units become vested on May 24, 2020. F1 · derivative.exercise_date: Restricted stock unit award pursuant to the long term incentive plan. Stock units become vested on May 24, 2020. F1 · derivative.expiration_date: Restricted stock unit award pursuant to the long term incentive plan. Stock units become vested on May 24, 2020. Read SEC document |
| May 24, 2017 Filed May 25, 2017 21:23 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 7,870 | Not disclosed Strike: $27.79 | Not disclosed |
DisclosureSEC source: 0001120437-17-000064 · edgar.xml · derivative · entry 1 THAUS KURT B · CIK 0001275931 · Senior VP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,870 Underlying: Common Shares · 7,870 shares Expires 2027-05-24 F2 · price: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 24, 2020. F2 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 24, 2020. Read SEC document |
| May 16, 2017 Filed May 18, 2017 18:35 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 5,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000057 · edgar.xml · derivative · entry 3 THAUS KURT B · CIK 0001275931 · Senior VP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,926 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. F2 · derivative.exercise_price: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. F2 · price: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. F2 · derivative.expiration_date: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. Read SEC document |
| May 16, 2017 Filed May 18, 2017 18:35 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 1,842 | $26.90 | $49,549.80 |
DisclosureSEC source: 0001120437-17-000057 · edgar.xml · nonDerivative · entry 2 THAUS KURT B · CIK 0001275931 · Senior VP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,199 F1 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 16, 2017. Read SEC document |
| May 16, 2017 Filed May 18, 2017 18:35 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 5,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-17-000057 · edgar.xml · nonDerivative · entry 1 THAUS KURT B · CIK 0001275931 · Senior VP - CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,041 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 · price: Shares withheld to pay taxes on restricted stock units that vested on May 16, 2017. 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.