Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | Sr VP Sales | November 11, 2017 | November 22, 2017 |
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 November 11, 2017 · Filed November 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,280 |
Reported balance
After 2017-11-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-11-11 · Grant · Acquired 3,280 · Balance 3,280 F1: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant.
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 11, 2017 Filed Nov 22, 2017 16:31 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 3,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000062 · edgar.xml · nonDerivative · entry 1 Marsh Charles E. · CIK 0001701650 · Sr VP Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,280 F1 · security: Represents a grant of 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.