Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EchoStar CORPECHO · Entity 3188 | Director · 10% owner · SENIOR ADVISOR | July 29, 2026 | July 31, 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.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 6,497,560 |
Reported balance
After 2026-07-29 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-07-29 · Gift · Disposed 1,502,440 · Balance 6,497,560 F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F9: Pursuant to the terms of the Ergen Two-Year July 2025 SATS GRAT (the "2025 July GRAT") on July 29, 2026, the 2025 July GRAT distributed 1,502,440 Class B shares held by the 2025 July GRAT to Mr. Ergen as an annuity payment. Following this distribution, the 2025 July GRAT holds 6,497,560 Class B shares. The 2025 July GRAT is scheduled to expire in accordance with its terms on July 29, 2027. Mrs. Cantey M. Ergen serves as the trustee of the 2025 July GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 76,457,283 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 76,457,283 F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6: The shares are held by Telluray Holdings, LLC. Mr. Ergen and Mrs. Ergen are the managers of Telluray Holdings, LLC. Mrs. Ergen, as a manager of Telluray Holdings, LLC, has sole voting power over the Class A shares and Class B shares held by Telluray Holdings, LLC, and Mr. Ergen and Mrs. Ergen, as the managers of Telluray Holdings, LLC, share dispositive power over the Class A shares and Class B shares held by Telluray Holdings, LLC. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 23,097,210 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 23,097,210 F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F10: On May 13, 2025, Mr. Ergen established the Ergen Two-Year May 2025 SATS GRAT (the "2025 May GRAT") and contributed 26,000,000 Class B shares to the 2025 May GRAT. The 2025 May GRAT currently holds 23,097,210 Class B shares. The 2025 May GRAT is scheduled to expire in accordance with its terms on May 13, 2027. Mrs. Cantey M. Ergen serves as the trustee of the 2025 May GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 14,483,467 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 14,483,467 F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F11: On June 26, 2025, Mr. Ergen established the Ergen Two-Year June 2025 SATS GRAT (the "2025 June GRAT") and contributed 16,800,000 Class B shares to the 2025 June GRAT. The 2025 June GRAT currently holds 14,483,467 Class B shares. The 2025 June GRAT is scheduled to expire in accordance with its terms on June 26, 2027. Mrs. Cantey M. Ergen serves at the trustee of the 2025 June GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 4,300,000 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 4,300,000 F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F12: On June 15, 2026, Mr. Ergen established the Ergen Two-Year June 2026 SATS GRAT (the "June 2026 GRAT") and contributed 4,300,000 Class B shares to the June 2026 GRAT. The June 2026 GRAT is scheduled to expire in accordance with its terms on June 15, 2028. Mrs. Cantey M. Ergen serves as the trustee of such GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 5,000,000 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 5,000,000 F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F13: On July 20, 2026, Mr. Ergen established the Ergen Two-Year July 2026 ECHO GRAT (the "July 2026 GRAT") and contributed 5,000,000 Class B shares to the July 2026 GRAT. The July 2026 GRAT is scheduled to expire in accordance with its terms on July 20, 2028. Mrs. Cantey M. Ergen serves as the trustee of such GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 1,512,948 |
Reported balance
After 2026-07-29 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-07-29 · Gift · Acquired 1,502,440 · Balance 1,512,948 F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F9: Pursuant to the terms of the Ergen Two-Year July 2025 SATS GRAT (the "2025 July GRAT") on July 29, 2026, the 2025 July GRAT distributed 1,502,440 Class B shares held by the 2025 July GRAT to Mr. Ergen as an annuity payment. Following this distribution, the 2025 July GRAT holds 6,497,560 Class B shares. The 2025 July GRAT is scheduled to expire in accordance with its terms on July 29, 2027. Mrs. Cantey M. Ergen serves as the trustee of the 2025 July GRAT. |
| Class A Common StockSEC Table I · non-derivative | Direct | 11,140,269 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,140,269 |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 11,404 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,404 F1: By 401(K). |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 2,148 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,148 F2: Held by Mrs. Cantey M. Ergen, Mr. Ergen's spouse. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 1,313 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,313 F3: Held by Mrs. Ergen in a 401(k) account. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 11,921 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 11,921 F4: The shares are owned beneficially by the reporting persons' child. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 766,443 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 766,443 F5: The shares are held by a charitable foundation. The reporting persons are officers of the charitable foundation and share voting and dispositive power for the foundation. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 2,350,696 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 2,350,696 F6: The shares are held by Telluray Holdings, LLC. Mr. Ergen and Mrs. Ergen are the managers of Telluray Holdings, LLC. Mrs. Ergen, as a manager of Telluray Holdings, LLC, has sole voting power over the Class A shares and Class B shares held by Telluray Holdings, LLC, and Mr. Ergen and Mrs. Ergen, as the managers of Telluray Holdings, LLC, share dispositive power over the Class A shares and Class B shares held by Telluray Holdings, LLC. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 1,551,355 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,551,355 F7: These shares are beneficially owned indirectly by Mr. Ergen through nXgen Opportunities, LLC, which controls CONX Corp. The reporting persons disclaim beneficial ownership of the shares except to the extent of their pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: By 401(K).
F2: Held by Mrs. Cantey M. Ergen, Mr. Ergen's spouse.
F3: Held by Mrs. Ergen in a 401(k) account.
F4: The shares are owned beneficially by the reporting persons' child. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
F5: The shares are held by a charitable foundation. The reporting persons are officers of the charitable foundation and share voting and dispositive power for the foundation. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
F6: The shares are held by Telluray Holdings, LLC. Mr. Ergen and Mrs. Ergen are the managers of Telluray Holdings, LLC. Mrs. Ergen, as a manager of Telluray Holdings, LLC, has sole voting power over the Class A shares and Class B shares held by Telluray Holdings, LLC, and Mr. Ergen and Mrs. Ergen, as the managers of Telluray Holdings, LLC, share dispositive power over the Class A shares and Class B shares held by Telluray Holdings, LLC. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
F7: These shares are beneficially owned indirectly by Mr. Ergen through nXgen Opportunities, LLC, which controls CONX Corp. The reporting persons disclaim beneficial ownership of the shares except to the extent of their pecuniary interest therein.
F8: The holder of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration.
F9: Pursuant to the terms of the Ergen Two-Year July 2025 SATS GRAT (the "2025 July GRAT") on July 29, 2026, the 2025 July GRAT distributed 1,502,440 Class B shares held by the 2025 July GRAT to Mr. Ergen as an annuity payment. Following this distribution, the 2025 July GRAT holds 6,497,560 Class B shares. The 2025 July GRAT is scheduled to expire in accordance with its terms on July 29, 2027. Mrs. Cantey M. Ergen serves as the trustee of the 2025 July GRAT.
F10: On May 13, 2025, Mr. Ergen established the Ergen Two-Year May 2025 SATS GRAT (the "2025 May GRAT") and contributed 26,000,000 Class B shares to the 2025 May GRAT. The 2025 May GRAT currently holds 23,097,210 Class B shares. The 2025 May GRAT is scheduled to expire in accordance with its terms on May 13, 2027. Mrs. Cantey M. Ergen serves as the trustee of the 2025 May GRAT.
F11: On June 26, 2025, Mr. Ergen established the Ergen Two-Year June 2025 SATS GRAT (the "2025 June GRAT") and contributed 16,800,000 Class B shares to the 2025 June GRAT. The 2025 June GRAT currently holds 14,483,467 Class B shares. The 2025 June GRAT is scheduled to expire in accordance with its terms on June 26, 2027. Mrs. Cantey M. Ergen serves at the trustee of the 2025 June GRAT.
F12: On June 15, 2026, Mr. Ergen established the Ergen Two-Year June 2026 SATS GRAT (the "June 2026 GRAT") and contributed 4,300,000 Class B shares to the June 2026 GRAT. The June 2026 GRAT is scheduled to expire in accordance with its terms on June 15, 2028. Mrs. Cantey M. Ergen serves as the trustee of such GRAT.
F13: On July 20, 2026, Mr. Ergen established the Ergen Two-Year July 2026 ECHO GRAT (the "July 2026 GRAT") and contributed 5,000,000 Class B shares to the July 2026 GRAT. The July 2026 GRAT is scheduled to expire in accordance with its terms on July 20, 2028. Mrs. Cantey M. Ergen serves as the trustee of such GRAT.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DISH Network CORP
Report date December 31, 2023 · Filed January 04, 2024
Jointly reported with ERGEN CHARLES W
Section 16 reporting ended · disclosed 2024-01-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-12-31 · Disposition to issuer · Disposed 10,957 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F3: Immediately prior to the Effective Time, the shares were owned beneficially by the reporting persons' child. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2023-12-31 · Disposition to issuer · Disposed 2,168,975 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F4: Immediately prior to the Effective Time, the shares were held by a charitable foundation. The reporting persons are officers of the charitable foundation and share voting and dispositive power for the foundation. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2023-12-31 · Disposition to issuer · Disposed 6,699,489 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F5: Immediately prior to the Effective Time, the shares were held by Telluray Holdings, LLC ("Telluray Holdings"). Mr. Ergen and Mrs. Ergen are the managers of Telluray Holdings, LLC. Mrs. Ergen, as a manager of Telluray Holdings, LLC, has sole voting power over the Class A shares and Class B shares held by Telluray Holdings, LLC, and Mr. Ergen and Mrs. Ergen, as the managers of Telluray Holdings, LLC, share dispositive power over the Class A shares and Class B shares held by Telluray Holdings, LLC. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2023-12-31 · Disposition to issuer · Disposed 26,000,000 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F6: Immediately prior to the Effective Time, the Ergen Two-Year May 2023 DISH GRAT held 26,000,000 Class A shares and 28,000,000 Class B shares and is scheduled to expire in accordance with its terms on May 12, 2025. Mrs. Ergen serves as the trustee of such GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-12-31 · Disposition to issuer · Disposed 63,790,699 · Balance 0 F7: The holder of the Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F5: Immediately prior to the Effective Time, the shares were held by Telluray Holdings, LLC ("Telluray Holdings"). Mr. Ergen and Mrs. Ergen are the managers of Telluray Holdings, LLC. Mrs. Ergen, as a manager of Telluray Holdings, LLC, has sole voting power over the Class A shares and Class B shares held by Telluray Holdings, LLC, and Mr. Ergen and Mrs. Ergen, as the managers of Telluray Holdings, LLC, share dispositive power over the Class A shares and Class B shares held by Telluray Holdings, LLC. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-12-31 · Disposition to issuer · Disposed 28,000,000 · Balance 0 F7: The holder of the Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F6: Immediately prior to the Effective Time, the Ergen Two-Year May 2023 DISH GRAT held 26,000,000 Class A shares and 28,000,000 Class B shares and is scheduled to expire in accordance with its terms on May 12, 2025. Mrs. Ergen serves as the trustee of such GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-12-31 · Disposition to issuer · Disposed 89,500,000 · Balance 0 F7: The holder of the Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F8: Immediately prior to the Effective Time, the Ergen Two-Year June 2023 DISH GRAT held 89,500,000 Class B shares and is scheduled to expire in accordance with its terms on June 26, 2025. Mrs. Ergen serves as the trustee of such GRAT. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectI | 0 |
Reported balance
After 2023-12-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-12-31 · Disposition to issuer · Disposed 57,000,000 · Balance 0 F7: The holder of the Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration. F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable. F9: Immediately prior to the Effective Time, the Ergen Two-Year December 2023 SATS GRAT held 57,000,000 Class B shares and is scheduled to expire in accordance with its terms on December 22, 2025. Mrs. Ergen serves as the trustee of such GRAT. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 2, 2023 ("Merger Agreement"), by and between the Issuer, EchoStar Corporation, a Nevada corporation ("EchoStar") and EAV Corp., a Nevada corporation and a wholly owned direct subsidiary of EchoStar ("Merger Sub"), on December 31, 2023, Merger Sub merged with and into the Issuer with the Issuer surviving the merger as a wholly owned subsidiary of EchoStar (the "Merger").
F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of Class A Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class A Common Stock") and Class B Common Stock, par value $0.01 per share, of the Issuer ("Issuer Class B Common Stock") held by the Reporting Person was converted into the right to receive 0.350877 shares of Class A Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class A Common Stock") or Class B Common Stock, par value $0.001 per share, of EchoStar ("EchoStar Class B Common Stock"), as applicable.
F3: Immediately prior to the Effective Time, the shares were owned beneficially by the reporting persons' child. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
F4: Immediately prior to the Effective Time, the shares were held by a charitable foundation. The reporting persons are officers of the charitable foundation and share voting and dispositive power for the foundation. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
F5: Immediately prior to the Effective Time, the shares were held by Telluray Holdings, LLC ("Telluray Holdings"). Mr. Ergen and Mrs. Ergen are the managers of Telluray Holdings, LLC. Mrs. Ergen, as a manager of Telluray Holdings, LLC, has sole voting power over the Class A shares and Class B shares held by Telluray Holdings, LLC, and Mr. Ergen and Mrs. Ergen, as the managers of Telluray Holdings, LLC, share dispositive power over the Class A shares and Class B shares held by Telluray Holdings, LLC. The reporting persons disclaim beneficial ownership of the shares, except to the extent of their pecuniary interest therein.
F6: Immediately prior to the Effective Time, the Ergen Two-Year May 2023 DISH GRAT held 26,000,000 Class A shares and 28,000,000 Class B shares and is scheduled to expire in accordance with its terms on May 12, 2025. Mrs. Ergen serves as the trustee of such GRAT.
F7: The holder of the Class B shares may elect to convert any or all of its Class B shares into an equal number of Class A shares at any time for no additional consideration.
F8: Immediately prior to the Effective Time, the Ergen Two-Year June 2023 DISH GRAT held 89,500,000 Class B shares and is scheduled to expire in accordance with its terms on June 26, 2025. Mrs. Ergen serves as the trustee of such GRAT.
F9: Immediately prior to the Effective Time, the Ergen Two-Year December 2023 SATS GRAT held 57,000,000 Class B shares and is scheduled to expire in accordance with its terms on December 22, 2025. Mrs. Ergen serves as the trustee of such GRAT.
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 |
|---|---|---|---|---|---|---|
| August 29, 2017 Filed Aug 31, 2017 20:41 UTC | DISH Network CORP DISH · Entity 95602 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $23.96 | $0.00 |
DisclosureSEC source: 0000904548-17-000011 · edgar.xml · derivative · entry 7 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 100,000 shares Expires 2018-03-31 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. F6 · derivative.exercise_date: The shares underlying the options vest at the rate of 20% per year, commencing on March 31, 2009. Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 20:41 UTC | DISH Network CORP DISH · Entity 95602 | Exercise / conversionClass A Common Stock | 100,000 | $23.96 | $2,396,000.00 |
DisclosureSEC source: 0000904548-17-000011 · edgar.xml · nonDerivative · entry 1 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,785 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 30, 2017 Filed Jun 1, 2017 21:04 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass B Common Stock · Derivative | 40,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000904548-17-000009 · edgar.xml · derivative · entry 10 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · I Disclosed balance after: 40,000,000 Underlying: Class A Common Stock · 40,000,000 shares Expires not disclosed F6 · derivative.exercise_price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F8 · kind: On May 30, 2017, Mr. Charles W. Ergen established the Ergen Three-Year 2017 DISH GRAT and contributed 40,000,000 Class B shares, resulting in the transfer of a total of 40,000,000 Class B shares. F6 · price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.exercise_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.expiration_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F8 · ownership.nature: On May 30, 2017, Mr. Charles W. Ergen established the Ergen Three-Year 2017 DISH GRAT and contributed 40,000,000 Class B shares, resulting in the transfer of a total of 40,000,000 Class B shares. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 21:04 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass B Common Stock · Derivative | 40,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000904548-17-000009 · edgar.xml · derivative · entry 9 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,593,427 Underlying: Class A Common Stock · 40,000,000 shares Expires not disclosed F6 · derivative.exercise_price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F8 · kind: On May 30, 2017, Mr. Charles W. Ergen established the Ergen Three-Year 2017 DISH GRAT and contributed 40,000,000 Class B shares, resulting in the transfer of a total of 40,000,000 Class B shares. F6 · price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.exercise_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.expiration_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 21:04 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass B Common Stock · Derivative | 17,106,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000904548-17-000009 · edgar.xml · derivative · entry 8 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,593,427 Underlying: Class A Common Stock · 17,106,320 shares Expires not disclosed F6 · derivative.exercise_price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F7 · kind: Pursuant to the terms of the Ergen Three-Year 2014 DISH GRAT, 17,106,320 Class B shares were distributed as an annuity to Mr. Ergen on May 30, 2017. Following this distribution, the Ergen Three-Year 2014 DISH GRAT expired in accordance with its terms. F6 · price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.exercise_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.expiration_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 21:04 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass B Common Stock · Derivative | 17,106,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000904548-17-000009 · edgar.xml · derivative · entry 7 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · I Disclosed balance after: 0 Underlying: Class A Common Stock · 17,106,320 shares Expires not disclosed F6 · derivative.exercise_price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F7 · kind: Pursuant to the terms of the Ergen Three-Year 2014 DISH GRAT, 17,106,320 Class B shares were distributed as an annuity to Mr. Ergen on May 30, 2017. Following this distribution, the Ergen Three-Year 2014 DISH GRAT expired in accordance with its terms. F6 · price: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.exercise_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.expiration_date: The holders of Class B shares may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F7 · ownership.nature: Pursuant to the terms of the Ergen Three-Year 2014 DISH GRAT, 17,106,320 Class B shares were distributed as an annuity to Mr. Ergen on May 30, 2017. Following this distribution, the Ergen Three-Year 2014 DISH GRAT expired in accordance with its terms. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:07 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass B Common Stock · Derivative | 9,948,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659652-16-000004 · edgar.xml · derivative · entry 8 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,487,107 Underlying: Class A Common Stock · 9,948,839 shares Expires not disclosed F6 · derivative.exercise_price: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F7 · kind: Purusant to the terms of the Ergen Three-Year 2015 DISH GRAT, 9,948,839 Class B shares were distributed as an annuity to Mr. Ergen on November 30, 2016, with the Ergen Three-Year 2015 DISH GRAT retaining 22,051,161 Class B shares. The Ergen Three-Year 2015 DISH GRAT will expire in accordance with its terms on November 30, 2018. F6 · price: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.exercise_date: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.expiration_date: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:07 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass B Common Stock · Derivative | 9,948,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001659652-16-000004 · edgar.xml · derivative · entry 7 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · I Disclosed balance after: 22,051,161 Underlying: Class A Common Stock · 9,948,839 shares Expires not disclosed F6 · derivative.exercise_price: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F7 · kind: Purusant to the terms of the Ergen Three-Year 2015 DISH GRAT, 9,948,839 Class B shares were distributed as an annuity to Mr. Ergen on November 30, 2016, with the Ergen Three-Year 2015 DISH GRAT retaining 22,051,161 Class B shares. The Ergen Three-Year 2015 DISH GRAT will expire in accordance with its terms on November 30, 2018. F6 · price: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.exercise_date: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F6 · derivative.expiration_date: The holders of the shares of Class B stock may elect to convert any or all of their Class B shares into an equal number of Class A shares at any time for no additional consideration. F7 · ownership.nature: Purusant to the terms of the Ergen Three-Year 2015 DISH GRAT, 9,948,839 Class B shares were distributed as an annuity to Mr. Ergen on November 30, 2016, with the Ergen Three-Year 2015 DISH GRAT retaining 22,051,161 Class B shares. The Ergen Three-Year 2015 DISH GRAT will expire in accordance with its terms on November 30, 2018. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:07 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass A Common Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001659652-16-000004 · edgar.xml · nonDerivative · entry 2 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · I Disclosed balance after: 8,425 F1 · ownership.nature: The shares are owned beneficially by the reporting persons' child. The reporting persons disclaim benficial ownership of the shares, except to the extent of their pecuniary interest therein. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:07 UTC | DISH Network CORP DISH · Entity 95602 | GiftClass A Common Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001659652-16-000004 · edgar.xml · nonDerivative · entry 1 ERGEN CHARLES W · CIK 0000904548 · Director · Chairman and CEO · 10% owner ERGEN CANTEY · CIK 0001138538 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,785 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.