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.
ADTRAN Holdings, Inc.
Report date November 30, 2021 · Filed December 02, 2021
Section 16 reporting ended · disclosed 2021-12-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,027.285 |
Reported balance
After 2021-11-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-30 · Grant · Acquired 74.44 · Balance 40,027.285 F1: Reflects shares acquired through the automatic reinvestment of dividends paid on the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares acquired through the automatic reinvestment of dividends paid on the Company's common stock.
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 |
|---|---|---|---|---|---|---|
| November 30, 2021 Filed Dec 2, 2021 22:09 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 74.44 | $21.09 | $1,569.94 |
DisclosureSEC source: 0000926282-21-000083 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,027.285 F1 · security: Reflects shares acquired through the automatic reinvestment of dividends paid on the Company's common stock. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 19:29 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 8,259 | $0.00 | $0.00 |
DisclosureSEC source: 0000926282-21-000071 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,952.845 F1 · security: Represents vesting of performance shares awarded pursuant to a grant on November 9, 2018 under the ADTRAN, Inc. 2015 Employee Stock Incentive Plan. Read SEC document |
| September 02, 2021 Filed Sep 7, 2021 20:41 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 28.71 | $20.72 | $594.87 |
DisclosureSEC source: 0000926282-21-000045 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,693.845 F1 · security: Reflects shares acquired through the automatic reinvestment of dividends paid on the Company's common stock. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 14:57 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 29.085 | $20.36 | $592.22 |
DisclosureSEC source: 0000926282-21-000029 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,665.135 F1 · security: Reflects shares acquired through the automatic reinvestment of dividends paid on the Company's common stock. Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 21:46 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 37.17 | $15.84 | $588.88 |
DisclosureSEC source: 0000926282-21-000018 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,636.05 F1 · security: Reflects shares acquired through the automatic reinvestment of dividends paid on the Company's common stock. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 23:13 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 19.13 | $12.71 | $243.14 |
DisclosureSEC source: 0000926282-20-000050 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,597.13 F1 · security: Reflects shares acquired through the automatic reinvestment of dividends paid on the Company's common stock. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 00:42 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 7,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000926282-20-000037 · primary_doc.xml · nonDerivative · entry 2 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,316 F2 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 00:42 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 2,729 | $0.00 | $0.00 |
DisclosureSEC source: 0000926282-20-000037 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,806 F1 · security: Represents vesting of performance shares awarded pursuant to a grant on November 11, 2017 under the ADTRAN, Inc. 2015 Employee Stock Incentive Plan. Read SEC document |
| November 15, 2020 Filed Nov 16, 2020 20:39 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 677 | $12.65 | $8,564.05 |
DisclosureSEC source: 0000926282-20-000030 · primary_doc.xml · nonDerivative · entry 2 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,077 Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 20:39 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 312 | $12.33 | $3,846.96 |
DisclosureSEC source: 0000926282-20-000030 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,754 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 00:56 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 269 | $12.51 | $3,365.19 |
DisclosureSEC source: 0000926282-20-000024 · primary_doc.xml · nonDerivative · entry 2 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,066 Read SEC document |
| November 11, 2020 Filed Dec 3, 2020 17:36 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 738 | $12.51 | $9,232.38 |
DisclosureSEC source: 0000926282-20-000046 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,578 Read SEC document |
| November 09, 2020 Filed Nov 13, 2020 00:56 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 421 | $11.77 | $4,955.17 |
DisclosureSEC source: 0000926282-20-000024 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,335 Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 20:18 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 10,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001773229-19-000024 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,953 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| November 12, 2019 Filed Nov 20, 2019 19:47 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 399 | $9.72 | $3,878.28 |
DisclosureSEC source: 0001773229-19-000032 · primary_doc.xml · nonDerivative · entry 3 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,668 Read SEC document |
| November 11, 2019 Filed Nov 20, 2019 19:47 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 346 | $9.65 | $3,338.90 |
DisclosureSEC source: 0001773229-19-000032 · primary_doc.xml · nonDerivative · entry 2 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,067 Read SEC document |
| November 09, 2019 Filed Nov 20, 2019 19:47 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 540 | $9.63 | $5,200.20 |
DisclosureSEC source: 0001773229-19-000032 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,413 Read SEC document |
| November 18, 2018 Filed Nov 21, 2018 00:28 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000092 · edgar.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,543 F1 · shares: On November 20, 2018, the reporting person filed a Form 4 incorrectly reporting the acquisition of 1,662 shares of Phantom Stock on November 18, 2018, which shares should have been reported as the acquisition of shares of Common Stock. In addition to correcting such transaction, this amendment shows the correct number of shares of Phantom Stock owned by the reporting person. Read SEC document |
| November 18, 2018 Filed Nov 20, 2018 21:52 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000088 · edgar.xml · derivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,662 Underlying: Common stock · 1,662 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F3 · price: Upon vesting of performance shares awarded pursuant to a grant of November 14, 2015 under the ADTRAN, Inc. 2015 Employee Stock Incentive Plan, the reporting person deferred the receipt of shares of the Company's common stock and received instead shares of phantom stock pursuant to the Company's deferred compensation plan. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 18, 2018 Filed Nov 21, 2018 22:03 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 449 | $13.64 | $6,124.36 |
DisclosureSEC source: 0001179022-18-000100 · edgar.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,940 Read SEC document |
| November 12, 2018 Filed Nov 16, 2018 22:31 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 399 | $13.45 | $5,366.55 |
DisclosureSEC source: 0001179022-18-000085 · edgar.xml · nonDerivative · entry 3 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,881 Read SEC document |
| November 12, 2018 Filed Mar 10, 2020 21:17 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 311 | $13.45 | $4,182.95 |
DisclosureSEC source: 0001773229-20-000022 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · SVP, Research & Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,969 F1 · shares: The Reporting Person is filing this amendment to correct the number of shares of the Company's common stock withheld for the payment of taxes. The previous reported amount withheld was 399 shares of the Company's common stock. F2 · balance_after: The Reporting Person is filing this amendment to correct the number of shares of the Company's common stock beneficially owned after this reported transaction. The previous reported total was 9.881 shares of the Company's common stock. Read SEC document |
| November 11, 2018 Filed Nov 16, 2018 22:31 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 269 | $14.12 | $3,798.28 |
DisclosureSEC source: 0001179022-18-000085 · edgar.xml · nonDerivative · entry 2 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,280 Read SEC document |
| November 09, 2018 Filed Nov 16, 2018 22:31 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 6,379 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000085 · edgar.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,549 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| November 09, 2018 Filed Nov 21, 2018 22:00 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 6,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-18-000095 · edgar.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,395 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. F2 · shares: The reporting person is filing this amendment to correct the number of shares of Common Stock acquired on November 9, 2018. The reporting person previously reported the acquisition on November 9, 2018 of 6,379 shares of Common Stock as reported on a Form 4 filed on November 16, 2018. The actual number of shares of Common Stock acquired on November 9, 2018 was 6,225. Read SEC document |
| November 09, 2018 Filed Feb 25, 2019 21:49 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 6,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001766181-19-000013 · primary_doc.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr. VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,924 F1 · balance_after: The reporting person is filing this amendment to correct the number of shares of the Company's common stock beneficially owned after the reported transaction. The previous reported total was 10,940 shares of the Company's common stock. Read SEC document |
| November 12, 2017 Filed Nov 14, 2017 20:29 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 433 | $20.65 | $8,941.45 |
DisclosureSEC source: 0001179022-17-000048 · edgar.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,170 Read SEC document |
| November 11, 2017 Filed Nov 22, 2017 16:32 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 3,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000063 · edgar.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,154 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| November 12, 2016 Filed Nov 15, 2016 17:38 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 4,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-16-000121 · edgar.xml · nonDerivative · entry 1 Scheiterer Eduard · CIK 0001628537 · Sr VP & Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,603 F1 · security: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. 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.