Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TELEPHONE & DATA SYSTEMS INC /DE/TDS · Entity 4074 | Director · Vice Chair | September 16, 2026 | September 17, 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.
TELEPHONE & DATA SYSTEMS INC /DE/
Report date September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 253,170 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Gift · Disposed 227,190 · Balance 253,170 |
| Common SharesSEC Table I · non-derivative | IndirectBy Wife | 140,000 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 140,000 |
| Common SharesSEC Table I · non-derivative | IndirectBy Wife 2026 Trust | 78,521.322 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 78,521.322 |
| Common SharesSEC Table I · non-derivative | IndirectBy 2026 Trust | 500,000 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 500,000 |
| Common SharesSEC Table I · non-derivative | IndirectBy Wife 2003 Trust | 85,149.928 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 85,149.928 |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 211,758 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 211,758 |
| CommonSEC Table I · non-derivative | IndirectBy Trust | 78,943 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 78,943 |
| Common SharesSEC Table I · non-derivative | IndirectBy Voting Trust | 1,813,360 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,813,360 F1: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| September 16, 2026 Filed Sep 17, 2026 21:06 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 227,190 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000019 · wk-form4_1789679178.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,170 Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionOption (Right to Buy) · Derivative | 77,100 | $0.00 Strike: $19.15 | $0.00 |
DisclosureSEC source: 0000901731-26-000017 · wk-form4_1789506574.xml · derivative · entry 10 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 77,100 shares Expires 2030-05-21 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. F4 · derivative.exercise_date: Granted under the Long-Term Incentive Plan. Stock options were vested. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | SaleCommon Shares | 77,100 | $38.45 | $2,964,811.11 |
DisclosureSEC source: 0000901731-26-000017 · wk-form4_1789506574.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480,360 F2 · price: Reporting person sold Common Shares at an average price of $37.454149 of which the Common Shares were sold in multiple transactions at prices ranging from $37.37 and $37.70. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 21:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 77,100 | $19.15 | $1,476,465.00 |
DisclosureSEC source: 0000901731-26-000017 · wk-form4_1789506574.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 557,460 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: These figures reflect an additional 227,190 shares that were previously transferred from Reporting Person's GRAT in a transaction that was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 296.914 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 19 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By 2003 Trust Disclosed balance after: 296.914 Underlying: Common Shares · 296.914 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 296.914 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 18 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife's Trust Disclosed balance after: 0 Underlying: Common Shares · 296.914 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 2,108.804 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 17 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,979,295 Underlying: Common Shares · 2,108.804 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F6 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 2,108.804 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 16 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,979,295 Underlying: Common Shares · 2,108.804 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F6 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 58,993.462 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 15 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,979,295 Underlying: Common Shares · 58,993.462 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F6 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 58,993.462 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 14 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,979,295 Underlying: Common Shares · 58,993.462 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F6 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Series A shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 756,363 Series A Shares held by a family partnership of which reporting person is a general partner, of which 28,075.6 has been accumulated in dividend reinvestment. This number also includes Series A Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 18,279.878 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 13 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife 2003 Trust Disclosed balance after: 18,279.878 Underlying: Common Shares · 18,279.878 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 18,279.878 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · derivative · entry 12 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Common Shares · 18,279.878 shares Expires not disclosed F5 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F5 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 85,149.928 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 8 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife 2003 Trust Disclosed balance after: 85,149.928 Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 85,149.928 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 7 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By 2024 Trust Disclosed balance after: 0 F1 · balance_after: Reporting person, in accordance with the provisions of a Grantor Retained Annuity Trust ("GRAT"), had shares of common stock distributed from GRAT to the reporting person as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 112,407.01 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 6 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,813,360 F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 112,407.01 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,813,360 F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 116,374.122 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,813,360 F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 116,374.122 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Voting Trust Disclosed balance after: 1,813,360 F4 · balance_after: Reporting person is a member of the Voting Trust which separately files on Forms 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such shares. Includes 693,778 Common Shares held by a family partnership of which reporting person is a general partner, of which 23,780 has been accumulated in dividend reinvestment. This number also includes Common Shares that the reporting person accumulates in the dividend reinvestment plan. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife Disclosed balance after: 140,000 F3 · balance_after: These figures reflect a transfer of 78,521.322 shares to a new GRAT. The transfer is exempt from Section 16 pursuant to Rule 16A-13 under the Exchange Act. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 144,599 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000015 · wk-form4_1788901411.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,170 F1 · balance_after: Reporting person, in accordance with the provisions of a Grantor Retained Annuity Trust ("GRAT"), had shares of common stock distributed from GRAT to the reporting person as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. F2 · balance_after: These figures reflect a transfer of 500,000 shares to a new GRAT. The transfer is exempt from Section 16 pursuant to Rule 16A-13 under the Exchange Act. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 11:10 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000013 · wk-form4_1781521845.xml · derivative · entry 9 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,134 Underlying: Common Shares · 45,135 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units were awarded on June 11, 2024, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. F1 · derivative.exercise_date: Restricted stock units were awarded on June 11, 2024, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. F1 · derivative.expiration_date: Restricted stock units were awarded on June 11, 2024, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 11:10 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 18,935 | $40.03 | $757,968.05 |
DisclosureSEC source: 0000901731-26-000013 · wk-form4_1781521845.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 897,769 F2 · kind: Shares withheld to pay taxes. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 11:10 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 45,135 | $40.03 | $1,806,754.05 |
DisclosureSEC source: 0000901731-26-000013 · wk-form4_1781521845.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 916,704 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Restricted stock units were awarded on June 11, 2024, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 4,961 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-26-000011 · wk-form4_1779826794.xml · derivative · entry 9 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,922 Underlying: Common Shares · 4,961 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units were awarded on May 21, 2025, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. F1 · price: Restricted stock units were awarded on May 21, 2025, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. F1 · derivative.exercise_date: Restricted stock units were awarded on May 21, 2025, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. F1 · derivative.expiration_date: Restricted stock units were awarded on May 21, 2025, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 2,198 | $41.20 | $90,557.60 |
DisclosureSEC source: 0000901731-26-000011 · wk-form4_1779826794.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 871,569 F2 · kind: Shares withheld to pay taxes on restricted stock units. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 4,961 | $41.20 | $204,393.20 |
DisclosureSEC source: 0000901731-26-000011 · wk-form4_1779826794.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 873,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Restricted stock units were awarded on May 21, 2025, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. F1 · price: Restricted stock units were awarded on May 21, 2025, pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share. Read SEC document |
| May 20, 2026 Filed May 21, 2026 22:40 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 12,021 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000901731-26-000009 · wk-form4_1779403198.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,021 Underlying: Common Shares · 12,021 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units awarded pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. F1 · price: Restricted stock units awarded pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. F1 · derivative.exercise_date: Restricted stock units awarded pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to TDS' Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. Read SEC document |
| May 17, 2026 Filed May 19, 2026 20:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionPerformance Share Units · Derivative | 713,344 | $40.50 | $28,890,432.00 |
DisclosureSEC source: 0000901731-26-000007 · wk-form4_1779223997.xml · derivative · entry 12 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 713,344 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On May 17, 2023, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The performance share units have been accumulating quarterly dividend equivalents. The Compensation Human Resources Committee certified the third and final metric on February 25, 2026 and performance shares became adjusted for performance and time based. Each performance share unit represents the contingent right to receive one common share. F1 · derivative.exercise_date: On May 17, 2023, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The performance share units have been accumulating quarterly dividend equivalents. The Compensation Human Resources Committee certified the third and final metric on February 25, 2026 and performance shares became adjusted for performance and time based. Each performance share unit represents the contingent right to receive one common share. F1 · derivative.expiration_date: On May 17, 2023, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The performance share units have been accumulating quarterly dividend equivalents. The Compensation Human Resources Committee certified the third and final metric on February 25, 2026 and performance shares became adjusted for performance and time based. Each performance share unit represents the contingent right to receive one common share. Read SEC document |
| May 17, 2026 Filed May 19, 2026 20:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 163,146 | $40.50 | $6,607,413.00 |
DisclosureSEC source: 0000901731-26-000007 · wk-form4_1779223997.xml · derivative · entry 11 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 163,146 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the third and final vesting. Each restricted stock unit represents the contingent right to receive one common share. F4 · derivative.exercise_date: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the third and final vesting. Each restricted stock unit represents the contingent right to receive one common share. F4 · derivative.expiration_date: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the third and final vesting. Each restricted stock unit represents the contingent right to receive one common share. Read SEC document |
| May 17, 2026 Filed May 19, 2026 20:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 66,483 | $40.50 | $2,692,561.50 |
DisclosureSEC source: 0000901731-26-000007 · wk-form4_1779223997.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 868,806 F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2026. F2 · price: The market was closed on vest date therefore the previous trading day's close, May 15, 2026, was used to value the transaction. Read SEC document |
| May 17, 2026 Filed May 19, 2026 20:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 163,146 | $40.50 | $6,607,413.00 |
DisclosureSEC source: 0000901731-26-000007 · wk-form4_1779223997.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 935,289 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. F4 · kind: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the third and final vesting. Each restricted stock unit represents the contingent right to receive one common share. F2 · price: The market was closed on vest date therefore the previous trading day's close, May 15, 2026, was used to value the transaction. F4 · price: Restricted stock units were awarded on May 17, 2023, pursuant to the 2022 Long Term Incentive Plan. One-third of the restricted stock units will vest on the first, second and third annual anniversaries of the Grant Date. This transaction represents settlement of the third and final vesting. Each restricted stock unit represents the contingent right to receive one common share. Read SEC document |
| May 17, 2026 Filed May 19, 2026 20:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 306,558 | $40.50 | $12,415,599.00 |
DisclosureSEC source: 0000901731-26-000007 · wk-form4_1779223997.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 772,143 F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2026. F2 · price: The market was closed on vest date therefore the previous trading day's close, May 15, 2026, was used to value the transaction. Read SEC document |
| May 17, 2026 Filed May 19, 2026 20:53 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 713,344 | $40.50 | $28,890,432.00 |
DisclosureSEC source: 0000901731-26-000007 · wk-form4_1779223997.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,078,701 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On May 17, 2023, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The performance share units have been accumulating quarterly dividend equivalents. The Compensation Human Resources Committee certified the third and final metric on February 25, 2026 and performance shares became adjusted for performance and time based. Each performance share unit represents the contingent right to receive one common share. F1 · price: On May 17, 2023, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The performance share units have been accumulating quarterly dividend equivalents. The Compensation Human Resources Committee certified the third and final metric on February 25, 2026 and performance shares became adjusted for performance and time based. Each performance share unit represents the contingent right to receive one common share. F2 · price: The market was closed on vest date therefore the previous trading day's close, May 15, 2026, was used to value the transaction. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 13:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantDeferred Compensation · Derivative | 3,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000901731-26-000004 · wk-form4_1773752718.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,073 Underlying: Common Shares · 3,480 shares Expires not disclosed F1 · derivative.exercise_price: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 58,745 are vested which includes 14,684 dividend equivalent units. F1 · price: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 58,745 are vested which includes 14,684 dividend equivalent units. F1 · derivative.exercise_date: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 58,745 are vested which includes 14,684 dividend equivalent units. F1 · derivative.expiration_date: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 58,745 are vested which includes 14,684 dividend equivalent units. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:07 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantPerformance Share Units · Derivative | 215,106 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000901731-26-000002 · wk-form4_1772226450.xml · derivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 669,108 Underlying: Common Shares · 215,106 shares Expires not disclosed F3 · derivative.exercise_price: On May 17, 2023, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 160% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified the third and final metric on February 25, 2026 at 200%. The Performance Shares representing the previously reported two metrics were certified on February 19, 2024, and are now adjusted for performance, time-based and will vest on May 17, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F3 · price: On May 17, 2023, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 160% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified the third and final metric on February 25, 2026 at 200%. The Performance Shares representing the previously reported two metrics were certified on February 19, 2024, and are now adjusted for performance, time-based and will vest on May 17, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F3 · derivative.exercise_date: On May 17, 2023, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 160% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified the third and final metric on February 25, 2026 at 200%. The Performance Shares representing the previously reported two metrics were certified on February 19, 2024, and are now adjusted for performance, time-based and will vest on May 17, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F3 · derivative.expiration_date: On May 17, 2023, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 160% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified the third and final metric on February 25, 2026 at 200%. The Performance Shares representing the previously reported two metrics were certified on February 19, 2024, and are now adjusted for performance, time-based and will vest on May 17, 2026. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:07 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantPerformance Share Units · Derivative | 79,599 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000901731-26-000002 · wk-form4_1772226450.xml · derivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,989 Underlying: Common Shares · 79,599 shares Expires not disclosed F2 · derivative.exercise_price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026, the second metric at 83.8%. The first metric was certified on March 12, 2025 at 145.9%. Performance Shares representing the two metrics are now certified and adjusted for performance, time-based and will vest on June 11, 2027. The final metric is measured over a three year time period ending December 31, 2026, and remains subject to approval, and any dividend equivalents pursuant to this metric are subject to forfeiture if metric does not achieve minimum performance. Performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F2 · price: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026, the second metric at 83.8%. The first metric was certified on March 12, 2025 at 145.9%. Performance Shares representing the two metrics are now certified and adjusted for performance, time-based and will vest on June 11, 2027. The final metric is measured over a three year time period ending December 31, 2026, and remains subject to approval, and any dividend equivalents pursuant to this metric are subject to forfeiture if metric does not achieve minimum performance. Performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F2 · derivative.exercise_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026, the second metric at 83.8%. The first metric was certified on March 12, 2025 at 145.9%. Performance Shares representing the two metrics are now certified and adjusted for performance, time-based and will vest on June 11, 2027. The final metric is measured over a three year time period ending December 31, 2026, and remains subject to approval, and any dividend equivalents pursuant to this metric are subject to forfeiture if metric does not achieve minimum performance. Performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F2 · derivative.expiration_date: On June 11, 2024, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 192% of target or reduced to 0% on achievement of the key metrics. Based on performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026, the second metric at 83.8%. The first metric was certified on March 12, 2025 at 145.9%. Performance Shares representing the two metrics are now certified and adjusted for performance, time-based and will vest on June 11, 2027. The final metric is measured over a three year time period ending December 31, 2026, and remains subject to approval, and any dividend equivalents pursuant to this metric are subject to forfeiture if metric does not achieve minimum performance. Performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:07 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantPerformance Share Units · Derivative | 10,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000901731-26-000002 · wk-form4_1772226450.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,803 Underlying: Common Shares · 10,496 shares Expires not disclosed F1 · derivative.exercise_price: On May 21, 2025, the reporting person was granted financial-based performance share units based on the performance of three key metrics and the payout could be increased to 168% of target or reduced to 24% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026 two of the three metrics at 71.5%. The Performance Shares representing the two metrics were certified and now adjusted for performance, time-based and will vest on December 31, 2027. The final metric is measured over a three year time period ending December 31, 2027, and remains subject to approval, and any accrued dividend equivalents pursuant to this metric are subject to forfeiture if such metric does not achieve the minimum performance attainment. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F1 · price: On May 21, 2025, the reporting person was granted financial-based performance share units based on the performance of three key metrics and the payout could be increased to 168% of target or reduced to 24% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026 two of the three metrics at 71.5%. The Performance Shares representing the two metrics were certified and now adjusted for performance, time-based and will vest on December 31, 2027. The final metric is measured over a three year time period ending December 31, 2027, and remains subject to approval, and any accrued dividend equivalents pursuant to this metric are subject to forfeiture if such metric does not achieve the minimum performance attainment. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F1 · derivative.exercise_date: On May 21, 2025, the reporting person was granted financial-based performance share units based on the performance of three key metrics and the payout could be increased to 168% of target or reduced to 24% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026 two of the three metrics at 71.5%. The Performance Shares representing the two metrics were certified and now adjusted for performance, time-based and will vest on December 31, 2027. The final metric is measured over a three year time period ending December 31, 2027, and remains subject to approval, and any accrued dividend equivalents pursuant to this metric are subject to forfeiture if such metric does not achieve the minimum performance attainment. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F1 · derivative.expiration_date: On May 21, 2025, the reporting person was granted financial-based performance share units based on the performance of three key metrics and the payout could be increased to 168% of target or reduced to 24% on achievement of the key metrics. Based on company performance at December 31, 2025, the Compensation Human Resources Committee certified on February 25, 2026 two of the three metrics at 71.5%. The Performance Shares representing the two metrics were certified and now adjusted for performance, time-based and will vest on December 31, 2027. The final metric is measured over a three year time period ending December 31, 2027, and remains subject to approval, and any accrued dividend equivalents pursuant to this metric are subject to forfeiture if such metric does not achieve the minimum performance attainment. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 21:44 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 4,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000901731-25-000010 · wk-form4_1763675065.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,357 F1 · price: By gift Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:12 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-25-000008 · wk-form4_1755893553.xml · nonDerivative · entry 6 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife Disclosed balance after: 37,543 F2 · price: By gift Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:12 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 161,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-25-000008 · wk-form4_1755893553.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,373 F2 · price: By gift Read SEC document |
| August 19, 2025 Filed Aug 22, 2025 20:12 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherCommon Shares | 64,543 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-25-000008 · wk-form4_1755893553.xml · nonDerivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife Disclosed balance after: 64,543 F3 · price: On August 19, 2025, reporting person's spouse, in accordance with the provisions of a Grantor Retained AnnuityTrust ("GRAT"), had 64,543 shares of common stock distributed from GRAT to the reporting person's spouse as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| August 19, 2025 Filed Aug 22, 2025 20:12 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherCommon Shares | 64,543 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-25-000008 · wk-form4_1755893553.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Wife's Trust Disclosed balance after: 40,978.32 F3 · price: On August 19, 2025, reporting person's spouse, in accordance with the provisions of a Grantor Retained AnnuityTrust ("GRAT"), had 64,543 shares of common stock distributed from GRAT to the reporting person's spouse as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| August 19, 2025 Filed Aug 22, 2025 20:12 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherCommon Shares | 161,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-25-000008 · wk-form4_1755893553.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531,122 F1 · price: On August 19, 2025, reporting person, in accordance with the provisions of a Grantor Retained Annuity Trust ("GRAT"), had 161,749 shares of common stock distributed from GRAT to the reporting person as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| August 19, 2025 Filed Aug 22, 2025 20:12 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherCommon Shares | 161,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000901731-25-000008 · wk-form4_1755893553.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 311,364 F1 · price: On August 19, 2025, reporting person, in accordance with the provisions of a Grantor Retained Annuity Trust ("GRAT"), had 161,749 shares of common stock distributed from GRAT to the reporting person as an annuity payment in accordance with the terms of the GRAT. The transfer is exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherCommon Shares | 23,299 | $38.81 | $904,234.19 |
DisclosureSEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · nonDerivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Disclosed balance after: 0 F2 · shares: Reporting person had an intra-plan transfer of funds between the TDS Common Stock fund and another plan fund in the TDS 401(k) plan. The number of shares held in the TDS 401(k) Common Stock funds fluctuates and was attributable to the price of the shares on 8/13/25. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionOption (Right to Buy) · Derivative | 39,700 | $27.79 Strike: $27.79 | $1,103,263.00 |
DisclosureSEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · derivative · entry 12 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 39,700 shares Expires 2027-05-24 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. F3 · derivative.exercise_date: Granted under the Long-Term Incentive Plan. Stock options were vested. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionOption (Right to Buy) · Derivative | 53,800 | $29.45 Strike: $29.45 | $1,584,410.00 |
DisclosureSEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · derivative · entry 11 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 53,800 shares Expires 2026-08-15 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. F3 · derivative.exercise_date: Granted under the Long-Term Incentive Plan. Stock options were vested. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionOption (Right to Buy) · Derivative | 18,320 | $25.70 Strike: $25.70 | $470,824.00 |
DisclosureSEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · derivative · entry 10 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 18,320 shares Expires 2028-05-22 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. F3 · derivative.exercise_date: Granted under the Long-Term Incentive Plan. Stock options were vested. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | SaleCommon Shares | 111,820 | $38.15 | $4,266,056.00 |
DisclosureSEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,373 F1 · price: Reporting person sold Common Shares at an average price of $38.1511 of which the Common Shares were sold in multiple transactions at prices ranging from $37.705 and $38.78. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:19 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 39,700 | $27.79 | $1,103,263.00 |
DisclosureSEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,193 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.