Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TELEPHONE & DATA SYSTEMS INC /DE/TDS · Entity 4074 | Director | March 01, 2018 | March 05, 2018 |
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.
TELEPHONE & DATA SYSTEMS INC /DE/
Report date March 01, 2018 · Filed March 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 11,577 |
Reported balance
After 2018-03-01 transaction · row 1
1 source rowRow 1 · 2018-03-01 · Grant · Acquired 567 · Balance 11,577 F1: Shares acquired pursuant to a compensation plan for non-employee directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to a compensation plan for non-employee directors.
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 |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 5, 2018 22:11 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 567 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000025 · edgar.xml · nonDerivative · entry 1 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,577 F1 · price: Shares acquired pursuant to a compensation plan for non-employee directors. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | SaleCommon Shares | 17,200 | $27.91 | $480,052.00 |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · nonDerivative · entry 5 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,010 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares · Derivative | 86,204 | Not disclosed Strike: $26.83 | Not disclosed |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · derivative · entry 8 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 86,204 shares Expires 2018-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Granted under the 2011 Long-Term Incentive Plan. F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares · Derivative | 92,800 | Not disclosed Strike: $26.66 | Not disclosed |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · derivative · entry 7 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 92,800 shares Expires 2018-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Granted under the 2011 Long-Term Incentive Plan. F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares · Derivative | 89,500 | Not disclosed Strike: $26.95 | Not disclosed |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · derivative · entry 6 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 89,500 shares Expires 2018-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Granted under the 2011 Long-Term Incentive Plan. F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | SaleCommon Shares | 268,504 | $27.15 | $7,289,883.60 |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · nonDerivative · entry 4 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,210 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 86,204 | $26.83 | $2,312,853.32 |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · nonDerivative · entry 3 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,714 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 92,800 | $26.66 | $2,474,048.00 |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · nonDerivative · entry 2 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,510 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 16:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 89,500 | $26.95 | $2,412,025.00 |
DisclosureSEC source: 0001120437-18-000016 · edgar.xml · nonDerivative · entry 1 Wittwer David A · CIK 0001384839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,710 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 24, 2017 Filed May 25, 2017 21:27 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted stock units · Derivative | 29,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000068 · edgar.xml · derivative · entry 2 Wittwer David A · CIK 0001384839 · President of a subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,857 Underlying: Common Shares · 29,857 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units award pursuant to the long term incentive plan. Stock units will become vested on May 24, 2020. F1 · price: Restricted stock units award pursuant to the long term incentive plan. Stock units will become vested on May 24, 2020. F1 · derivative.exercise_date: Restricted stock units award pursuant to the long term incentive plan. Stock units will become vested on May 24, 2020. F1 · derivative.expiration_date: Restricted stock units award pursuant to the long term incentive plan. Stock units will become vested on May 24, 2020. Read SEC document |
| May 24, 2017 Filed May 25, 2017 21:27 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to buy) · Derivative | 114,144 | Not disclosed Strike: $27.79 | Not disclosed |
DisclosureSEC source: 0001120437-17-000068 · edgar.xml · derivative · entry 1 Wittwer David A · CIK 0001384839 · President of a subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,144 Underlying: Common shares · 114,144 shares Expires 2027-05-24 F2 · price: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 24, 2020. F2 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 24, 2020. Read SEC document |
| May 16, 2017 Filed May 18, 2017 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 28,876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000055 · edgar.xml · derivative · entry 3 Wittwer David A · CIK 0001384839 · Director · President of a subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 28,876 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. F1 · price: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. Read SEC document |
| May 16, 2017 Filed May 18, 2017 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 10,106 | $26.90 | $271,851.40 |
DisclosureSEC source: 0001120437-17-000055 · edgar.xml · nonDerivative · entry 2 Wittwer David A · CIK 0001384839 · Director · President of a subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,210 F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 16, 2017. Read SEC document |
| May 16, 2017 Filed May 18, 2017 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 28,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-17-000055 · edgar.xml · nonDerivative · entry 1 Wittwer David A · CIK 0001384839 · Director · President of a subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,316 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:27 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | SaleCommon Shares | 25,300 | $25.38 | $642,184.84 |
DisclosureSEC source: 0001120437-16-000122 · edgar.xml · nonDerivative · entry 1 Wittwer David A · CIK 0001384839 · Director · President of a subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,440 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.