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person · Reporting owner

ERGEN CANTEY

Disclosed activity across 2 companies

Tapewire entity
27603
SEC CIK
0001138538

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
EchoStar CORPECHO · Entity 3188Director · 10% owner · SENIOR ADVISORJuly 29, 2026July 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.

EchoStar CORP

Report date July 29, 2026 · Filed July 31, 2026

Jointly reported with ERGEN CHARLES W

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectI6,497,560 Reported balance After 2026-07-29 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI76,457,283 Reported balance Holding disclosure · report date 2026-07-29 · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI23,097,210 Reported balance Holding disclosure · report date 2026-07-29 · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI14,483,467 Reported balance Holding disclosure · report date 2026-07-29 · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI4,300,000 Reported balance Holding disclosure · report date 2026-07-29 · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI5,000,000 Reported balance Holding disclosure · report date 2026-07-29 · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect1,512,948 Reported balance After 2026-07-29 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeDirect11,140,269 Reported balance Holding disclosure · report date 2026-07-29 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 11,140,269

Class A Common StockSEC Table I · non-derivativeIndirectI11,404 Reported balance Holding disclosure · report date 2026-07-29 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 11,404

F1: By 401(K).

Class A Common StockSEC Table I · non-derivativeIndirectI2,148 Reported balance Holding disclosure · report date 2026-07-29 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 2,148

F2: Held by Mrs. Cantey M. Ergen, Mr. Ergen's spouse.

Class A Common StockSEC Table I · non-derivativeIndirectI1,313 Reported balance Holding disclosure · report date 2026-07-29 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 1,313

F3: Held by Mrs. Ergen in a 401(k) account.

Class A Common StockSEC Table I · non-derivativeIndirectI11,921 Reported balance Holding disclosure · report date 2026-07-29 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectI766,443 Reported balance Holding disclosure · report date 2026-07-29 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectI2,350,696 Reported balance Holding disclosure · report date 2026-07-29 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectI1,551,355 Reported balance Holding disclosure · report date 2026-07-29 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectI0 Reported balance After 2023-12-31 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 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-derivativeIndirectI0 Reported balance After 2023-12-31 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 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-derivativeIndirectI0 Reported balance After 2023-12-31 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 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-derivativeIndirectI0 Reported balance After 2023-12-31 transaction · row 4 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 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 securityIndirectI0 Reported balance After 2023-12-31 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI0 Reported balance After 2023-12-31 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI0 Reported balance After 2023-12-31 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectI0 Reported balance After 2023-12-31 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.