Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | SVP, Subscriber Solutions | March 10, 2020 | May 14, 2020 |
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.
ADTRAN Holdings, Inc.
Report date March 10, 2020 · Filed May 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,411.42 |
Reported balance
After 2020-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-10 · Grant · Acquired 14.42 · Balance 16,411.42 F1: Dividends reinvested into common stock by Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 15,093 |
Reported balance
After 2020-05-12 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-05-12 · Disposition to issuer · Acquired 1,318.42 · Balance 15,093 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividends reinvested into common stock by Reporting Person.
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 12, 2020 Filed May 14, 2020 13:55 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 1,318.42 | $11.02 | $14,528.99 |
DisclosureSEC source: 0000926282-20-000001 · primary_doc.xml · nonDerivative · entry 2 McInnis Jeffrey F · CIK 0001773229 · SVP, Subscriber Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,093 Read SEC document |
| March 10, 2020 Filed May 14, 2020 13:55 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 14.42 | $8.14 | $117.38 |
DisclosureSEC source: 0000926282-20-000001 · primary_doc.xml · nonDerivative · entry 1 McInnis Jeffrey F · CIK 0001773229 · SVP, Subscriber Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,411.42 F1 · security: Dividends reinvested into common stock by Reporting Person. Read SEC document |
| January 18, 2020 Filed Jan 22, 2020 16:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 483 | $10.30 | $4,974.90 |
DisclosureSEC source: 0001773229-20-000009 · primary_doc.xml · nonDerivative · entry 1 McInnis Jeffrey F · CIK 0001773229 · SVP, Subscriber Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,397 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:13 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 9,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001773229-19-000028 · primary_doc.xml · nonDerivative · entry 1 McInnis Jeffrey F · CIK 0001773229 · SVP, Subscriber Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,880 F1 · security: Represents 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.