Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Uniti Group Inc.UNIT · Entity 4393 | SEVP, Gen. Counsel & Secretary | August 01, 2026 | August 03, 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.
Uniti Group Inc.
Report date August 01, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 438,914 |
Reported balance
After 2026-08-01 transaction · row 1
1 source rowRow 1 · 2026-08-01 · Tax withholding · Disposed 17,224 · Balance 438,914 F1: These shares were withheld to satisfy the reporting person's tax obligations that arose when time-based restricted stock belonging to the reporting person vested. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld to satisfy the reporting person's tax obligations that arose when time-based restricted stock belonging to the reporting person vested.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Uniti Group LLC
Report date August 01, 2025 · Filed August 04, 2025
Section 16 reporting ended · disclosed 2025-08-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-08-01 transaction · row 1
1 source rowRow 1 · 2025-08-01 · Disposition to issuer · Disposed 678,761 · Balance 0 F1: On August 1, 2025, pursuant to the Agreement and Plan of Merger dated as of May 3, 2024, by and between Uniti Group LLC, a Delaware limited liability company (f/k/a Uniti Group Inc.) ("Old Uniti"), New Windstream, LLC, a Delaware limited liability company ("Windstream") (as successor to Windstream Holdings II, LLC, a Delaware limited liability company), New Uniti HoldCo LP, a Delaware limited partnership, and New Windstream Merger Sub, LLC, a Delaware limited liability company and indirect wholly owned subsidiary of Windstream, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of July 17, 2024, (i) each share of Old Uniti common stock F2: (Footnote 1 continued) ("Old Uniti Common Stock") held by the reporting person was converted into the right to receive 0.6029 shares of common stock of Uniti Group Inc., a Delaware corporation (f/k/a Windstream Parent, Inc.) ("New Uniti Common Stock"), together with cash in lieu of fractional shares of New Uniti Common Stock, and (ii) each award of restricted shares of Old Uniti Common Stock held by the reporting person (each, an "Old Uniti Restricted Stock Award") was converted into an award of restricted shares of New Uniti Common Stock (each, a "New Uniti Restricted Stock Award") subject to the same terms and conditions as were applicable to the corresponding Old Uniti Restricted Stock Award, with the number of shares of New Uniti Common Stock subject to such New Uniti Restricted Stock Award equal to the product of F3: (Footnote 2 continued) (x) the number of shares of Old Uniti Common Stock subject to the corresponding Old Uniti Restricted Stock Award and (y) 0.6029 (rounded up or down to the nearest whole share). Cash in lieu of fractional shares of New Uniti Common Stock will be calculated by multiplying the closing sale price of a share of New Uniti Common Stock on Nasdaq on August 4, 2025 by the fraction of a share of New Uniti Common Stock to which the reporting person would otherwise have been entitled, without interest and subject to any withholding of taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 1, 2025, pursuant to the Agreement and Plan of Merger dated as of May 3, 2024, by and between Uniti Group LLC, a Delaware limited liability company (f/k/a Uniti Group Inc.) ("Old Uniti"), New Windstream, LLC, a Delaware limited liability company ("Windstream") (as successor to Windstream Holdings II, LLC, a Delaware limited liability company), New Uniti HoldCo LP, a Delaware limited partnership, and New Windstream Merger Sub, LLC, a Delaware limited liability company and indirect wholly owned subsidiary of Windstream, as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of July 17, 2024, (i) each share of Old Uniti common stock
F2: (Footnote 1 continued) ("Old Uniti Common Stock") held by the reporting person was converted into the right to receive 0.6029 shares of common stock of Uniti Group Inc., a Delaware corporation (f/k/a Windstream Parent, Inc.) ("New Uniti Common Stock"), together with cash in lieu of fractional shares of New Uniti Common Stock, and (ii) each award of restricted shares of Old Uniti Common Stock held by the reporting person (each, an "Old Uniti Restricted Stock Award") was converted into an award of restricted shares of New Uniti Common Stock (each, a "New Uniti Restricted Stock Award") subject to the same terms and conditions as were applicable to the corresponding Old Uniti Restricted Stock Award, with the number of shares of New Uniti Common Stock subject to such New Uniti Restricted Stock Award equal to the product of
F3: (Footnote 2 continued) (x) the number of shares of Old Uniti Common Stock subject to the corresponding Old Uniti Restricted Stock Award and (y) 0.6029 (rounded up or down to the nearest whole share). Cash in lieu of fractional shares of New Uniti Common Stock will be calculated by multiplying the closing sale price of a share of New Uniti Common Stock on Nasdaq on August 4, 2025 by the fraction of a share of New Uniti Common Stock to which the reporting person would otherwise have been entitled, without interest and subject to any withholding of taxes.
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 06, 2018 Filed Feb 8, 2018 17:49 UTC | Uniti Group LLC UNIT · Entity 76955 | GrantCommon Stock | 14,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001245105-18-000031 · primary_doc.xml · nonDerivative · entry 1 HEARD DANIEL L · CIK 0001637259 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,246 F1 · shares: Subject to the reporting person's continued employment, these shares vest in three equal installments on February 6 of each year, with the first vesting date being February 6, 2019. Read SEC document |
| August 15, 2017 Filed Aug 15, 2017 18:03 UTC | Uniti Group LLC UNIT · Entity 76955 | PurchaseCommon Stock | 5,400 | $18.54 | $100,116.00 |
DisclosureSEC source: 0001245105-17-000082 · primary_doc.xml · nonDerivative · entry 1 HEARD DANIEL L · CIK 0001637259 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,793 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 18:02 UTC | Uniti Group LLC UNIT · Entity 76955 | Tax withholdingCommon Stock | 724 | $25.85 | $18,715.40 |
DisclosureSEC source: 0001245105-17-000061 · primary_doc.xml · nonDerivative · entry 1 HEARD DANIEL L · CIK 0001637259 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,393 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 15:53 UTC | Uniti Group LLC UNIT · Entity 76955 | Tax withholdingCommon Stock | 1,162 | $28.97 | $33,663.14 |
DisclosureSEC source: 0001245105-17-000042 · primary_doc.xml · nonDerivative · entry 1 HEARD DANIEL L · CIK 0001637259 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,117 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 17:27 UTC | Uniti Group LLC CSAL · Entity 76955 | GrantCommon Stock | 8,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001245105-17-000036 · primary_doc.xml · nonDerivative · entry 1 HEARD DANIEL L · CIK 0001637259 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,279 F1 · shares: Subject to the reporting person's continued employment, these shares vest in three equal installments on February 13 of each year, with the first vesting date being February 13, 2018. 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.