person · Reporting owner
ERGEN THREE YEAR 2017 SATS GRAT
Disclosed activity across 1 company
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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 June 01, 2020 · Filed June 03, 2020
Section 16 reporting ended · disclosed 2020-06-03. 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 2020-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-06-01 · Gift · Disposed 1,264,486 · 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 May 30, 2017, Charles W. Ergen established the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT") and contributed a total of 7,600,000 Class B shares to such trust. Pursuant to the terms of the 2017 May GRAT, all of the remaining 1,264,486 Class B shares were distributed to Mr. Ergen as an annuity payment on June 1, 2020 and the 2017 May GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2017 May 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 May 30, 2017, Charles W. Ergen established the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT") and contributed a total of 7,600,000 Class B shares to such trust. Pursuant to the terms of the 2017 May GRAT, all of the remaining 1,264,486 Class B shares were distributed to Mr. Ergen as an annuity payment on June 1, 2020 and the 2017 May GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2017 May 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 |
|---|---|---|---|---|---|---|
| June 01, 2020 Filed Jun 3, 2020 16:20 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 1,264,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001708529-20-000001 · wf-form4_159121562145918.xml · derivative · entry 1 ERGEN THREE YEAR 2017 SATS GRAT · CIK 0001708529 · Joint Filing Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,264,486 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 May 30, 2017, Charles W. Ergen established the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT") and contributed a total of 7,600,000 Class B shares to such trust. Pursuant to the terms of the 2017 May GRAT, all of the remaining 1,264,486 Class B shares were distributed to Mr. Ergen as an annuity payment on June 1, 2020 and the 2017 May GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2017 May 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 May 30, 2017, Charles W. Ergen established the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT") and contributed a total of 7,600,000 Class B shares to such trust. Pursuant to the terms of the 2017 May GRAT, all of the remaining 1,264,486 Class B shares were distributed to Mr. Ergen as an annuity payment on June 1, 2020 and the 2017 May GRAT expired in accordance with its terms. Mrs. Cantey M. Ergen, Mr. Ergen's spouse, served as the trustee of the 2017 May GRAT. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 16:15 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 5,388,573 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659362-18-000002 · wf-form4_154395810946065.xml · derivative · entry 2 Ergen Three Year 2015 SATS GRAT · CIK 0001659362 · Joint Filing Group ERGEN TWO YEAR 2017 SATS GRAT · CIK 0001724546 · 10% owner ERGEN THREE YEAR 2017 SATS GRAT · CIK 0001708529 · Joint Filing Group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,611,427 Underlying: Class A Common Stock · 5,388,573 shares Expires not disclosed F5 · derivative.exercise_price: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT"), and contributed 8,000,000 Class B shares to the 2017 November GRAT. The 2017 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. F6 · kind: Pursuant to the terms of the 2017 November GRAT, 5,388,573 Class B shares were distributed as an annuity to Mr. Ergen, with the 2017 November GRAT retaining 2,611,427 Class B shares. The 2017 November GRAT is scheduled to expire in accordance with its terms on November 30, 2019. F5 · price: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT"), and contributed 8,000,000 Class B shares to the 2017 November GRAT. The 2017 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. F5 · derivative.exercise_date: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT"), and contributed 8,000,000 Class B shares to the 2017 November GRAT. The 2017 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. F5 · derivative.expiration_date: On November 30, 2017, Mr. Ergen established the Ergen Two-Year 2017 SATS GRAT (the "2017 November GRAT"), and contributed 8,000,000 Class B shares to the 2017 November GRAT. The 2017 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. 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, 2018) occurs. The dispositive and voting power of the shares held by each of the GRATs is independent of each other. F7 · ownership.direct: These securities are owned directly by the 2017 November GRAT. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 16:15 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 4,969,546 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659362-18-000002 · wf-form4_154395810946065.xml · derivative · entry 1 Ergen Three Year 2015 SATS GRAT · CIK 0001659362 · Joint Filing Group ERGEN TWO YEAR 2017 SATS GRAT · CIK 0001724546 · 10% owner ERGEN THREE YEAR 2017 SATS GRAT · CIK 0001708529 · Joint Filing Group 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 · 4,969,546 shares Expires not disclosed F1 · derivative.exercise_price: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed a total of 9,000,000 Class B shares to the 2015 GRAT. 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: Pursuant to the terms of the 2015 GRAT, 3,489,069 shares were distributed to Mr. Ergen as an annuity payment on November 30, 2018 and the remaining 1,480,477 shares were distributed to a trust established by Mr. Ergen for the benefit of his family. Following these distributions, the 2015 GRAT expired in accordance with its terms. F1 · price: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed a total of 9,000,000 Class B shares to the 2015 GRAT. 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.exercise_date: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed a total of 9,000,000 Class B shares to the 2015 GRAT. 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: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed a total of 9,000,000 Class B shares to the 2015 GRAT. 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. 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, 2018) occurs. The dispositive and voting power of the shares held by each of the GRATs is independent of each other. F4 · ownership.direct: These securities are owned directly by the 2015 GRAT. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 16:46 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 2,709,042 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001708529-18-000002 · wf-form4_152788595244254.xml · derivative · entry 1 ERGEN THREE YEAR 2017 SATS GRAT · CIK 0001708529 · Joint Filing Group ERGEN TWO YEAR 2017 SATS GRAT · CIK 0001724546 · 10% owner Ergen Three Year 2015 SATS GRAT · CIK 0001659362 · Joint Filing Group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,890,958 Underlying: Class A Common Stock · 2,709,042 shares Expires not disclosed F1 · derivative.exercise_price: On May 30, 2017, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT"), and contributed a total of 7,600,000 Class B shares to the 2017 May GRAT. The 2017 May 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. F2 · kind: Pursuant to the terms of the 2017 May GRAT, 2,709,042 Class B shares were distributed as an annuity to Mr. Ergen on May 30, 2018, with the 2017 May GRAT retaining 4,890,958 Class B shares. The 2017 May GRAT is scheduled to expire in accordance with its terms on May 30, 2020. F1 · price: On May 30, 2017, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT"), and contributed a total of 7,600,000 Class B shares to the 2017 May GRAT. The 2017 May 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. F1 · derivative.exercise_date: On May 30, 2017, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT"), and contributed a total of 7,600,000 Class B shares to the 2017 May GRAT. The 2017 May 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. F1 · derivative.expiration_date: On May 30, 2017, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2017 SATS GRAT (the "2017 May GRAT"), and contributed a total of 7,600,000 Class B shares to the 2017 May GRAT. The 2017 May 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. 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 1, 2017) occurs. The dispositive and voting power of the shares held by each of the GRATs is independent of each other. F4 · ownership.direct: These securities are owned directly by the 2017 May GRAT. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 16:23 UTC | EchoStar CORP SATS · Entity 3188 | GiftClass B Common Stock · Derivative | 2,035,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659362-17-000002 · wf-form4_151242261432503.xml · derivative · entry 1 Ergen Three Year 2015 SATS GRAT · CIK 0001659362 · Joint Filing Group ERGEN THREE YEAR 2017 SATS GRAT · CIK 0001708529 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,969,546 Underlying: Class A Common Stock · 2,035,212 shares Expires not disclosed F1 · derivative.exercise_price: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed 9,000,000 Class B shares to the 2015 GRAT. The 2015 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. F2 · kind: Pursuant to the terms of the 2015 GRAT, 2,035,212 Class B shares were distributed as an annuity to Mr. Ergen on November 30, 2017, with the 2015 GRAT retaining 4,969,546 Class B shares. The 2015 GRAT is scheduled to expire in accordance with its terms on November 30, 2018. F1 · price: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed 9,000,000 Class B shares to the 2015 GRAT. The 2015 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. F1 · derivative.exercise_date: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed 9,000,000 Class B shares to the 2015 GRAT. The 2015 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. F1 · derivative.expiration_date: On November 30, 2015, Charles W. Ergen established a Grantor Retained Annuity Trust ("GRAT"), the Ergen Three-Year 2015 SATS GRAT (the "2015 GRAT"), and contributed 9,000,000 Class B shares to the 2015 GRAT. The 2015 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. 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 1, 2017) occurs. The dispositive and voting power of the shares held by each of the GRATs is independent of each other. F4 · ownership.direct: These securities are owned directly by the 2015 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.