Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| T-Mobile US, Inc.TMUS · Entity 2064 | EVP, Corporate Services | February 25, 2020 | February 28, 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.
T-Mobile US, Inc.
Report date February 25, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 300,173 |
Ending reported balance
After 2020-02-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-25 · Grant · Acquired 32,705 · Balance 316,849 F1: Represents performance-based restricted stock units earned under the issuer's 2013 Omnibus Incentive Plan that vested on February 25, 2020 based on the Company's relative total shareholder return during the three-year period ending February 25, 2020. Row 2 · 2020-02-25 · Tax withholding · Disposed 16,676 · Balance 300,173 F2: Represents shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based restricted stock units earned under the issuer's 2013 Omnibus Incentive Plan that vested on February 25, 2020 based on the Company's relative total shareholder return during the three-year period ending February 25, 2020.
F2: Represents shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction.
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 |
|---|---|---|---|---|---|---|
| February 25, 2020 Filed Feb 28, 2020 00:19 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 16,676 | $94.58 | $1,577,216.08 |
DisclosureSEC source: 0001283699-20-000056 · wf-form4_158284915232945.xml · nonDerivative · entry 2 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,173 F2 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction. Read SEC document |
| February 25, 2020 Filed Feb 28, 2020 00:19 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GrantCommon Stock | 32,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001283699-20-000056 · wf-form4_158284915232945.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,849 F1 · shares: Represents performance-based restricted stock units earned under the issuer's 2013 Omnibus Incentive Plan that vested on February 25, 2020 based on the Company's relative total shareholder return during the three-year period ending February 25, 2020. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 22:51 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 7,079 | $96.48 | $682,981.92 |
DisclosureSEC source: 0001283699-20-000045 · wf-form4_158215265022357.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,144 F1 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes acquisition of shares of common stock under the issuer's 2014 Employee Stock Purchase Plan. Read SEC document |
| January 09, 2020 Filed Feb 19, 2020 22:51 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GiftCommon Stock | 4,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001283699-20-000045 · wf-form4_158215265022357.xml · nonDerivative · entry 2 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Indirect · By GRATs Disclosed balance after: 0 F3 · ownership.nature: On January 9, 2020, upon the termination of the grantor retained annuity trusts that were established in November 2017 (collectively, the "2017 GRATs") and pursuant to the terms of the 2017 GRATs, (a) an aggregate of 4,402 shares that were previously held by the 2017 GRATs and reported by the reporting person as "indirectly owned" were transferred to the reporting person's sons and sister (1,761, 1,761 and 880 shares respectively), and (b) the remaining 18,350 shares that were previously held by the 2017 GRATs and reported by the reporting person as "indirectly owned" were distributed to the reporting person and continue to be reported in this Form 4 as "directly owned." Read SEC document |
| February 25, 2019 Filed Feb 28, 2019 00:12 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 24,762 | $73.05 | $1,808,864.10 |
DisclosureSEC source: 0001283699-19-000053 · wf-form4_155131275900418.xml · nonDerivative · entry 2 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,517 F2 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction. Read SEC document |
| February 25, 2019 Filed Feb 28, 2019 00:12 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GrantCommon Stock | 42,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001283699-19-000053 · wf-form4_155131275900418.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,279 F1 · shares: Represents performance-based restricted stock units earned under the issuer's 2013 Omnibus Incentive Plan that vested on February 25, 2019 based on the Company's relative total shareholder return during the three-year period ending February 25, 2019. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 00:04 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 2,519 | $72.05 | $181,493.95 |
DisclosureSEC source: 0001283699-19-000031 · wf-form4_155070743239335.xml · nonDerivative · entry 2 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,983 F2 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 00:04 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GrantCommon Stock | 35,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001283699-19-000031 · wf-form4_155070743239335.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,502 F1 · shares: Represents restricted stock units granted under the issuer's 2013 Omnibus Incentive Plan, as amended (the "Plan"); one-third of the units vest on each of February 15, 2020, February 15, 2021 and February 15, 2022, subject to the terms of the Plan and such award. Read SEC document |
| November 07, 2018 Filed Nov 7, 2018 23:59 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | SaleCommon Stock | 2,000 | $70.01 | $140,020.00 |
DisclosureSEC source: 0001283699-18-000068 · wf-form4_154163513766791.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,851 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2017. F2 · price: The price reported in Column 4 is a weighted average exercise price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.03. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the range set forth on this footnote. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 23:00 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | SaleCommon Stock | 2,000 | $70.57 | $141,141.60 |
DisclosureSEC source: 0001283699-18-000052 · wf-form4_153860759165017.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,851 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2017. F2 · price: The price reported in Column 4 is a weighted average exercise price. These shares were sold in multiple transactions at prices ranging from $70.40 to $70.73. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the range set forth on this footnote. Read SEC document |
| September 27, 2018 Filed Sep 28, 2018 23:23 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | SaleCommon Stock | 2,000 | $70.00 | $140,006.60 |
DisclosureSEC source: 0001283699-18-000050 · wf-form4_153817699835734.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,851 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2017. F2 · price: The price reported in Column 4 is a weighted average exercise price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.03. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the range set forth on this footnote. F3 · balance_after: Includes acquisition of shares of common stock under the issuer's 2014 Employee Stock Purchase Plan. Read SEC document |
| February 25, 2018 Filed Feb 28, 2018 00:02 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 38,795 | $60.06 | $2,330,027.70 |
DisclosureSEC source: 0000899243-18-005705 · doc4.xml · nonDerivative · entry 2 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,445 F2 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units and performance-based restricted stock units; not an open market transaction. Read SEC document |
| February 25, 2018 Filed Feb 28, 2018 00:02 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GrantCommon Stock | 64,615 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-005705 · doc4.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,240 F1 · shares: Represents performance-based restricted stock units earned under the issuer's 2013 Omnibus Incentive Plan that vested on February 25, 2018 based on the Company's relative total shareholder return during the three-year period ending February 25, 2018. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:04 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GrantCommon Stock | 34,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-004659 · doc4.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,625 F1 · shares: Represents restricted stock units granted under the issuer's 2013 Omnibus Incentive Plan (the "Plan"); one-third of the units vest on each of February 15, 2019, February 15, 2020 and February 15, 2021 subject to the terms of the Plan and such award. Read SEC document |
| November 21, 2017 Filed Feb 14, 2018 00:00 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GiftCommon Stock | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-003713 · doc5.xml · nonDerivative · entry 2 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,288 Read SEC document |
| November 20, 2017 Filed Feb 14, 2018 00:00 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GiftCommon Stock | 17,166 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-003713 · doc5.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,220 Read SEC document |
| September 17, 2017 Filed Sep 19, 2017 23:00 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 4,709 | $61.17 | $288,049.53 |
DisclosureSEC source: 0000899243-17-022299 · doc4.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,136 F1 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes acquisition of shares of common stock under the issuer's 2014 Employee Stock Purchase Plan. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:12 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 18,270 | $62.21 | $1,136,576.70 |
DisclosureSEC source: 0001140361-17-009786 · doc1.xml · nonDerivative · entry 2 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,312 F2 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:12 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | GrantCommon Stock | 30,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009786 · doc1.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,582 F1 · shares: Represents restricted stock units granted under the issuer's 2013 Omnibus Incentive Plan (the "Plan"); one-third of the units vest on each of February 25, 2018, February 25, 2019 and February 25, 2020, subject to the terms of the Plan and such award. Read SEC document |
| September 17, 2016 Filed Sep 20, 2016 23:01 UTC | T-Mobile US, Inc. TMUS · Entity 2064 | Tax withholdingCommon Stock | 4,709 | $46.55 | $219,203.95 |
DisclosureSEC source: 0001225208-16-039550 · doc4.xml · nonDerivative · entry 1 CAREY DAVID R · CIK 0001250422 · EVP, Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,728 F1 · shares: Represents shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. F2 · balance_after: Includes acquisition of shares of common stock under the issuer's 2014 Employee Stock Purchase Plan. 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.