person · Reporting owner
Ergen Two-Year November 2018 SATS GRAT
Disclosed activity across 1 company
Sign in to followReported 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 November 30, 2020 · Filed December 02, 2020
Section 16 reporting ended · disclosed 2020-12-02. 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 2020-11-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-11-30 · Gift · Disposed 14,266,099 · Balance 0 F1: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F2: On November 30, 2018, Charles W. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. Pursuant to the terms of the 2018 November GRAT, all of the remaining 14,266,099 Class B shares were distributed to Mr. Ergen as an annuity payment on November 30, 2020 and the 2018 November GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2018 November GRAT. |
Filing footnotes · ownership attribution and instrument terms
F1: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.
F2: On November 30, 2018, Charles W. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. Pursuant to the terms of the 2018 November GRAT, all of the remaining 14,266,099 Class B shares were distributed to Mr. Ergen as an annuity payment on November 30, 2020 and the 2018 November GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2018 November 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 |
|---|---|---|---|---|---|---|
| November 30, 2020 Filed Dec 2, 2020 22:05 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 14,266,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-131611 · a4.xml · derivative · entry 1 Ergen Two-Year November 2018 SATS GRAT · CIK 0001761215 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,266,099 shares Expires not disclosed F1 · derivative.exercise_price: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F2 · kind: On November 30, 2018, Charles W. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. Pursuant to the terms of the 2018 November GRAT, all of the remaining 14,266,099 Class B shares were distributed to Mr. Ergen as an annuity payment on November 30, 2020 and the 2018 November GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2018 November GRAT. F1 · derivative.exercise_date: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F1 · derivative.expiration_date: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F2 · ownership.direct: On November 30, 2018, Charles W. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. Pursuant to the terms of the 2018 November GRAT, all of the remaining 14,266,099 Class B shares were distributed to Mr. Ergen as an annuity payment on November 30, 2020 and the 2018 November GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2018 November GRAT. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:21 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 5,733,901 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001724546-19-000002 · wf-form4_157549447217159.xml · derivative · entry 2 ERGEN TWO YEAR 2017 SATS GRAT · CIK 0001724546 · 10% owner Ergen Two-Year November 2018 SATS GRAT · CIK 0001761215 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,266,099 Underlying: Class A Common Stock · 5,733,901 shares Expires not disclosed F4 · derivative.exercise_price: On November 30, 2018, Mr. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. The 2018 November GRAT 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. The 2018 November GRAT is scheduled to expire in accordance with its terms on November 30, 2020. Mrs. Cantey M. Ergen serves as the trustee of the 2018 November GRAT. F5 · kind: Pursuant to the terms of the 2018 November GRAT, 5,733,901 Class B shares were distributed to Mr. Ergen as an annuity payment on December 2, 2019, with the 2018 November GRAT retaining 14,266,099 Class B shares. F4 · price: On November 30, 2018, Mr. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. The 2018 November GRAT 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. The 2018 November GRAT is scheduled to expire in accordance with its terms on November 30, 2020. Mrs. Cantey M. Ergen serves as the trustee of the 2018 November GRAT. F4 · derivative.exercise_date: On November 30, 2018, Mr. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. The 2018 November GRAT 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. The 2018 November GRAT is scheduled to expire in accordance with its terms on November 30, 2020. Mrs. Cantey M. Ergen serves as the trustee of the 2018 November GRAT. F4 · derivative.expiration_date: On November 30, 2018, Mr. Ergen established the Ergen Two-Year November 2018 SATS GRAT (the "2018 November GRAT") and contributed a total of 20,000,000 Class B shares to such trust. The 2018 November GRAT 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. The 2018 November GRAT is scheduled to expire in accordance with its terms on November 30, 2020. Mrs. Cantey M. Ergen serves as the trustee of the 2018 November GRAT. F5 · balance_after: Pursuant to the terms of the 2018 November GRAT, 5,733,901 Class B shares were distributed to Mr. Ergen as an annuity payment on December 2, 2019, with the 2018 November GRAT retaining 14,266,099 Class B shares. F3 · ownership.direct: There is no formal agreement to vote or dispose of the shares owned by each GRAT in a particular manner, except that the trust agreement for each GRAT contains an irrevocable provision that provides that the trustee will not dispose of any shares of the issuer held by the GRAT unless a Change of Control Event (as defined in Item 6 of the GRATs' Schedule 13D/A filed on December 3, 2019) occurs. The dispositive and voting power of the shares held by each of the GRATs is independent of each other. F5 · ownership.direct: Pursuant to the terms of the 2018 November GRAT, 5,733,901 Class B shares were distributed to Mr. Ergen as an annuity payment on December 2, 2019, with the 2018 November GRAT retaining 14,266,099 Class B shares. F6 · ownership.direct: These securities are owned directly by the 2018 November GRAT. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 21:21 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 2,611,427 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001724546-19-000002 · wf-form4_157549447217159.xml · derivative · entry 1 ERGEN TWO YEAR 2017 SATS GRAT · CIK 0001724546 · 10% owner Ergen Two-Year November 2018 SATS GRAT · CIK 0001761215 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,611,427 shares Expires not disclosed F1 · derivative.exercise_price: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT") and contributed a total of 8,000,000 Class B shares to such trust. The 2017 November GRAT could have elected 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. Mrs. Cantey M. Ergen served as the trustee of the 2017 November GRAT. F2 · kind: Pursuant to the terms of the 2017 November GRAT, all of the remaining 2,611,427 Class B shares were distributed as an annuity to Mr. Ergen on December 2, 2019 and the 2017 November GRAT expired in accordance with its terms. F1 · price: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT") and contributed a total of 8,000,000 Class B shares to such trust. The 2017 November GRAT could have elected 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. Mrs. Cantey M. Ergen served as the trustee of the 2017 November GRAT. F1 · derivative.exercise_date: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT") and contributed a total of 8,000,000 Class B shares to such trust. The 2017 November GRAT could have elected 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. Mrs. Cantey M. Ergen served as the trustee of the 2017 November GRAT. F1 · derivative.expiration_date: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT") and contributed a total of 8,000,000 Class B shares to such trust. The 2017 November GRAT could have elected 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. Mrs. Cantey M. Ergen served as the trustee of the 2017 November GRAT. F2 · balance_after: Pursuant to the terms of the 2017 November GRAT, all of the remaining 2,611,427 Class B shares were distributed as an annuity to Mr. Ergen on December 2, 2019 and the 2017 November GRAT expired in accordance with its terms. F2 · ownership.direct: Pursuant to the terms of the 2017 November GRAT, all of the remaining 2,611,427 Class B shares were distributed as an annuity to Mr. Ergen on December 2, 2019 and the 2017 November GRAT expired in accordance with its terms. F3 · ownership.direct: There is no formal agreement to vote or dispose of the shares owned by each GRAT in a particular manner, except that the trust agreement for each GRAT contains an irrevocable provision that provides that the trustee will not dispose of any shares of the issuer held by the GRAT unless a Change of Control Event (as defined in Item 6 of the GRATs' Schedule 13D/A filed on December 3, 2019) occurs. The dispositive and voting power of the shares held by each of the GRATs is independent of each other. 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.