Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHARTER COMMUNICATIONS, INC. /MO/CHTR · Entity 1730 | Director · President and CEO | August 20, 2026 | August 24, 2026 |
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.
CHARTER COMMUNICATIONS, INC. /MO/
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $149.40 · Expires 2036-08-20 | Direct | 297,281 |
Reported balance
After 2026-08-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 297,281 · Balance 297,281 F1: Stock options granted on August 20, 2026 under the Charter Communications, Inc. 2019 Stock Incentive Plan in connection with the closing of the previously announced transactions contemplated by the Transaction Agreement by and among Charter Communications, Inc., Charter Communications Holdings, LLC and Cox Enterprises, Inc. (the "Cox Transactions"); 100% of the grant will vest on the fourth anniversary of the grant date, August 20, 2030. Such options will terminate 10 years from the grant date unless terminated sooner in accordance with the plan or grant agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 115,466 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Grant · Acquired 115,466 · Balance 115,466 F2: Restricted Stock Unit grant - price and expiration date not applicable. F3: Restricted Stock Units granted on August 20, 2026 under the Charter Communications, Inc. 2019 Stock Incentive Plan in connection with the closing of the Cox Transactions; 50% of the grant will vest on the second anniversary of the grant date, August 20, 2028, and 50% of the grant will vest on the fourth anniversary of the grant date, August 20, 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock options granted on August 20, 2026 under the Charter Communications, Inc. 2019 Stock Incentive Plan in connection with the closing of the previously announced transactions contemplated by the Transaction Agreement by and among Charter Communications, Inc., Charter Communications Holdings, LLC and Cox Enterprises, Inc. (the "Cox Transactions"); 100% of the grant will vest on the fourth anniversary of the grant date, August 20, 2030. Such options will terminate 10 years from the grant date unless terminated sooner in accordance with the plan or grant agreement.
F2: Restricted Stock Unit grant - price and expiration date not applicable.
F3: Restricted Stock Units granted on August 20, 2026 under the Charter Communications, Inc. 2019 Stock Incentive Plan in connection with the closing of the Cox Transactions; 50% of the grant will vest on the second anniversary of the grant date, August 20, 2028, and 50% of the grant will vest on the fourth anniversary of the grant date, August 20, 2030.
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 |
|---|---|---|---|---|---|---|
| October 23, 2018 Filed Jan 17, 2019 21:44 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | OtherStock Options · Derivative | 14,970 | Not disclosed Strike: $150.88 | Not disclosed |
DisclosureSEC source: 0001091667-19-000015 · edgar.xml · derivative · entry 14 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,970 Underlying: Class A common stock · 14,970 shares Expires 2024-01-15 F11 · price: On October 23, 2018, the reporting person transferred 14,970 stock options to the Christopher L. Winfrey 2018 GRAT I. F10 · derivative.exercise_date: Time-vesting stock options granted on January 15, 2014 under the Charter Communications, Inc. 2009 Stock Incentive Plan. The options became exercisable on January 15, 2017. F11 · derivative.underlying_shares: On October 23, 2018, the reporting person transferred 14,970 stock options to the Christopher L. Winfrey 2018 GRAT I. Read SEC document |
| October 23, 2018 Filed Jan 17, 2019 21:44 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | OtherStock Options · Derivative | 14,970 | Not disclosed Strike: $150.88 | Not disclosed |
DisclosureSEC source: 0001091667-19-000015 · edgar.xml · derivative · entry 13 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,006 Underlying: Class A common stock · 14,970 shares Expires 2024-01-15 F11 · price: On October 23, 2018, the reporting person transferred 14,970 stock options to the Christopher L. Winfrey 2018 GRAT I. F10 · derivative.exercise_date: Time-vesting stock options granted on January 15, 2014 under the Charter Communications, Inc. 2009 Stock Incentive Plan. The options became exercisable on January 15, 2017. F11 · derivative.underlying_shares: On October 23, 2018, the reporting person transferred 14,970 stock options to the Christopher L. Winfrey 2018 GRAT I. Read SEC document |
| October 23, 2018 Filed Jan 17, 2019 21:44 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | OtherStock Options · Derivative | 93,434 | Not disclosed Strike: $60.96 | Not disclosed |
DisclosureSEC source: 0001091667-19-000015 · edgar.xml · derivative · entry 12 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 93,434 Underlying: Class A common stock · 93,434 shares Expires 2021-04-26 F9 · price: On October 23, 2018, the reporting person transferred 93,434 stock options to the Christopher L. Winfrey 2018 GRAT II. F8 · derivative.exercise_date: Performance-vesting stock options granted on April 26, 2011; 60,277 stock options subject to the attainment of a $60 per share hurdle; 60,278 stock options subject to the attainment of a $80 per share hurdle; and 30,278 stock options subject to the attainment of a $100 per-share hurdle; Vesting schedule as follows: 33% first eligible to vest on January 26, 2012; 33% first eligible to vest on September 30, 2012; and 33% first eligible to vest on September 30, 2013. As the grants vested before the Time Warner Cable Inc. transactions, the number of shares and performance targets in this footnote were not adjusted for purposes of this filing. F9 · derivative.underlying_shares: On October 23, 2018, the reporting person transferred 93,434 stock options to the Christopher L. Winfrey 2018 GRAT II. Read SEC document |
| October 23, 2018 Filed Jan 17, 2019 21:44 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | OtherStock Options · Derivative | 93,434 | Not disclosed Strike: $60.96 | Not disclosed |
DisclosureSEC source: 0001091667-19-000015 · edgar.xml · derivative · entry 11 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,075 Underlying: Class A common stock · 93,434 shares Expires 2021-04-26 F5 · shares: In connection with the closing of the Time Warner Cable Inc. transactions the merger exchange ratio of .9042 was applied to the number of Restricted Stock Units as well as the exercise price of options(divided by .9042) and the number of options (multiplied by .9042). F8 · shares: Performance-vesting stock options granted on April 26, 2011; 60,277 stock options subject to the attainment of a $60 per share hurdle; 60,278 stock options subject to the attainment of a $80 per share hurdle; and 30,278 stock options subject to the attainment of a $100 per-share hurdle; Vesting schedule as follows: 33% first eligible to vest on January 26, 2012; 33% first eligible to vest on September 30, 2012; and 33% first eligible to vest on September 30, 2013. As the grants vested before the Time Warner Cable Inc. transactions, the number of shares and performance targets in this footnote were not adjusted for purposes of this filing. F9 · price: On October 23, 2018, the reporting person transferred 93,434 stock options to the Christopher L. Winfrey 2018 GRAT II. F8 · derivative.exercise_date: Performance-vesting stock options granted on April 26, 2011; 60,277 stock options subject to the attainment of a $60 per share hurdle; 60,278 stock options subject to the attainment of a $80 per share hurdle; and 30,278 stock options subject to the attainment of a $100 per-share hurdle; Vesting schedule as follows: 33% first eligible to vest on January 26, 2012; 33% first eligible to vest on September 30, 2012; and 33% first eligible to vest on September 30, 2013. As the grants vested before the Time Warner Cable Inc. transactions, the number of shares and performance targets in this footnote were not adjusted for purposes of this filing. F9 · derivative.underlying_shares: On October 23, 2018, the reporting person transferred 93,434 stock options to the Christopher L. Winfrey 2018 GRAT II. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 22:37 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | Exercise / conversionRestricted Stock Units · Derivative | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-18-000010 · edgar.xml · derivative · entry 4 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,422 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 convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 1/15/2015 the reporting person was granted 1,573 Restricted Stock Units to vest on 1/15/2018. In connection with the closing of the Time Warner Cable Inc. transactions the merger exchange ratio of .9042 was applied to the number of unvested Restricted Stock Units. F3 · derivative.expiration_date: On 1/15/2015 the reporting person was granted 1,573 Restricted Stock Units to vest on 1/15/2018. In connection with the closing of the Time Warner Cable Inc. transactions the merger exchange ratio of .9042 was applied to the number of unvested Restricted Stock Units. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 22:37 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | Tax withholdingClass A Common Stock | 501 | $356.32 | $178,516.32 |
DisclosureSEC source: 0001091667-18-000010 · edgar.xml · nonDerivative · entry 2 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,837 F2 · shares: Withholding of securities for the purpose of paying taxes from securities reported in Footnote #1. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 22:37 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | Exercise / conversionClass A Common Stock | 1,422 | $356.32 | $506,687.04 |
DisclosureSEC source: 0001091667-18-000010 · edgar.xml · nonDerivative · entry 1 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,338 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 convert into common stock on a one-for-one basis. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 20:30 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | PurchaseClass A Common Stock | 3,100 | $323.61 | $1,003,191.00 |
DisclosureSEC source: 0001091667-17-000107 · edgar.xml · nonDerivative · entry 1 Winfrey Christopher L · CIK 0001504089 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,916 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $324.00 to $323.32, inclusive. The reporting person undertakes to provide Charter Communications, Inc., any security holder of Charter Communications, Inc., or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:26 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | Exercise / conversionRestricted Stock Units · Derivative | 1,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-17-000017 · edgar.xml · derivative · entry 4 Winfrey Christopher L · CIK 0001504089 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,657 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 convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 1/15/2014 the reporting person was granted 1,833 three-year-cliff Restricted Stock Units to vest on 1/15/2017. In connection with the closing of the Time Warner Cable Inc. transactions the merger exchange ratio of .9042 was applied to the number of unvested Restricted Stock Units. F3 · derivative.expiration_date: On 1/15/2014 the reporting person was granted 1,833 three-year-cliff Restricted Stock Units to vest on 1/15/2017. In connection with the closing of the Time Warner Cable Inc. transactions the merger exchange ratio of .9042 was applied to the number of unvested Restricted Stock Units. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:26 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | Tax withholdingClass A Common Stock | 585 | $298.48 | $174,610.80 |
DisclosureSEC source: 0001091667-17-000017 · edgar.xml · nonDerivative · entry 2 Winfrey Christopher L · CIK 0001504089 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,816 F2 · shares: Withholding of securities for the purpose of paying taxes from securities reported in Footnote #1. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:26 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | Exercise / conversionClass A Common Stock | 1,657 | $298.48 | $494,581.36 |
DisclosureSEC source: 0001091667-17-000017 · edgar.xml · nonDerivative · entry 1 Winfrey Christopher L · CIK 0001504089 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,401 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 convert into common stock on a one-for-one basis. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 21:57 UTC | CHARTER COMMUNICATIONS, INC. /MO/ CHTR · Entity 1730 | GiftClass A Common Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001091667-16-000580 · edgar.xml · nonDerivative · entry 1 Winfrey Christopher L · CIK 0001504089 · EVP/Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,744 F1 · shares: Gift to a donor advised charitable fund 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.