TapewireFind a company

person · Reporting owner

CARLSON LEROY T JR

Disclosed activity across 1 company

Tapewire entity
38378
SEC CIK
0000901731

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
TELEPHONE & DATA SYSTEMS INC /DE/TDS · Entity 4074Director · Vice ChairSeptember 16, 2026September 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect253,170 Reported balance After 2026-09-16 transaction · row 1
1 source row

Row 1 · 2026-09-16 · Gift · Disposed 227,190 · Balance 253,170

Common SharesSEC Table I · non-derivativeIndirectBy Wife140,000 Reported balance Holding disclosure · report date 2026-09-16 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 140,000

Common SharesSEC Table I · non-derivativeIndirectBy Wife 2026 Trust78,521.322 Reported balance Holding disclosure · report date 2026-09-16 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 78,521.322

Common SharesSEC Table I · non-derivativeIndirectBy 2026 Trust500,000 Reported balance Holding disclosure · report date 2026-09-16 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 500,000

Common SharesSEC Table I · non-derivativeIndirectBy Wife 2003 Trust85,149.928 Reported balance Holding disclosure · report date 2026-09-16 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 85,149.928

Common SharesSEC Table I · non-derivativeIndirectBy Trust211,758 Reported balance Holding disclosure · report date 2026-09-16 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 211,758

CommonSEC Table I · non-derivativeIndirectBy Trust78,943 Reported balance Holding disclosure · report date 2026-09-16 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 78,943

Common SharesSEC Table I · non-derivativeIndirectBy Voting Trust1,813,360 Reported balance Holding disclosure · report date 2026-09-16 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 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 API
Reset

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 12, 2025 Filed Aug 14, 2025 20:19 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 53,800 $29.45 $1,584,410.00
Disclosure

SEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 441,493

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
August 12, 2025 Filed Aug 14, 2025 20:19 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 18,320 $25.70 $470,824.00
Disclosure

SEC source: 0000901731-25-000006 · wk-form4_1755202749.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 387,693

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
June 11, 2025 Filed Jun 12, 2025 20:52 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionRestricted Stock Units · Derivative 45,135 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000138 · wk-form4_1749761573.xml · derivative · entry 6

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,269

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 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · derivative.exercise_date: Restricted stock units were awarded on June 11, 2024, 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · derivative.expiration_date: Restricted stock units were awarded on June 11, 2024, 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
June 11, 2025 Filed Jun 12, 2025 20:52 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 19,995 $34.17 $683,229.15
Disclosure

SEC source: 0001120437-25-000138 · wk-form4_1749761573.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 369,373

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on June 11, 2025.

Read SEC document
June 11, 2025 Filed Jun 12, 2025 20:52 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 45,135 $34.17 $1,542,262.95
Disclosure

SEC source: 0001120437-25-000138 · wk-form4_1749761573.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 389,368

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 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · price: Restricted stock units were awarded on June 11, 2024, 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 21, 2025 Filed May 22, 2025 20:24 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GrantPerformance Share Units · Derivative 5,307 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000083 · wk-form4_1747945452.xml · derivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,307

Underlying: Common Shares · 5,307 shares

Expires not disclosed

F2 · 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. One of the three performance metrics, representing 32% of the total award, is based on UScellular performance and has a 75% floor, which can be increased to 100% if the announced UScellular transaction with T-Mobile closes in 2025. Accordingly, this Form 4 reports the number of performance share units issuable under the 75% floor, which is 24% of the target award. Another Form 4 would be filed to reflect an increase in the floor to the extent the UScellular transaction with T-Mobile closes in 2025. Performance share units accumulate dividend equivalents (in the form of additional performance share units) which are forfeitable if the performance metrics are not achieved.

F2 · price: On May 21, 2025, the reporting person was granted financial-based performance share units based on the performance of three key metrics. One of the three performance metrics, representing 32% of the total award, is based on UScellular performance and has a 75% floor, which can be increased to 100% if the announced UScellular transaction with T-Mobile closes in 2025. Accordingly, this Form 4 reports the number of performance share units issuable under the 75% floor, which is 24% of the target award. Another Form 4 would be filed to reflect an increase in the floor to the extent the UScellular transaction with T-Mobile closes in 2025. Performance share units accumulate dividend equivalents (in the form of additional performance share units) which are forfeitable if the performance metrics are not achieved.

F2 · 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. One of the three performance metrics, representing 32% of the total award, is based on UScellular performance and has a 75% floor, which can be increased to 100% if the announced UScellular transaction with T-Mobile closes in 2025. Accordingly, this Form 4 reports the number of performance share units issuable under the 75% floor, which is 24% of the target award. Another Form 4 would be filed to reflect an increase in the floor to the extent the UScellular transaction with T-Mobile closes in 2025. Performance share units accumulate dividend equivalents (in the form of additional performance share units) which are forfeitable if the performance metrics are not achieved.

F2 · 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. One of the three performance metrics, representing 32% of the total award, is based on UScellular performance and has a 75% floor, which can be increased to 100% if the announced UScellular transaction with T-Mobile closes in 2025. Accordingly, this Form 4 reports the number of performance share units issuable under the 75% floor, which is 24% of the target award. Another Form 4 would be filed to reflect an increase in the floor to the extent the UScellular transaction with T-Mobile closes in 2025. Performance share units accumulate dividend equivalents (in the form of additional performance share units) which are forfeitable if the performance metrics are not achieved.

Read SEC document
May 21, 2025 Filed May 22, 2025 20:24 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GrantRestricted Stock Units · Derivative 14,883 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000083 · wk-form4_1747945452.xml · derivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,883

Underlying: Common Shares · 14,883 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units awarded 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.

F1 · price: Restricted stock units awarded 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.

F1 · derivative.exercise_date: Restricted stock units awarded 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.

F1 · derivative.expiration_date: Restricted stock units awarded 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.

Read SEC document
May 18, 2025 Filed May 20, 2025 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionRestricted Stock Units · Derivative 165,214 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000075 · wk-form4_1747773283.xml · derivative · entry 9

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 165,214 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 awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 18, 2025. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F4 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 18, 2025. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F4 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 18, 2025. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 18, 2025 Filed May 20, 2025 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 69,308 $34.93 $2,420,928.44
Disclosure

SEC source: 0001120437-25-000075 · wk-form4_1747773283.xml · nonDerivative · entry 4

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344,233

F3 · kind: The market was closed on vest date therefore the previous trading day's close, May 16, 2025, was used to value the transaction.

F5 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 18, 2025.

Read SEC document
May 18, 2025 Filed May 20, 2025 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 165,214 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000075 · wk-form4_1747773283.xml · nonDerivative · entry 3

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 413,541

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 awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 18, 2025. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F4 · price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 18, 2025. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 17, 2025 Filed May 20, 2025 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionRestricted Stock Units · Derivative 163,146 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000075 · wk-form4_1747773283.xml · derivative · entry 8

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,146

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.

F1 · 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 second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · 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 second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · 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 second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 17, 2025 Filed May 20, 2025 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 68,440 $34.93 $2,390,609.20
Disclosure

SEC source: 0001120437-25-000075 · wk-form4_1747773283.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 248,327

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2025.

F3 · kind: The market was closed on vest date therefore the previous trading day's close, May 16, 2025, was used to value the transaction.

Read SEC document
May 17, 2025 Filed May 20, 2025 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 163,146 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000075 · wk-form4_1747773283.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 316,767

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 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 second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · 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 second vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
March 12, 2025 Filed Mar 13, 2025 21:18 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GrantPerformance Share Units · Derivative 92,835 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000051 · wk-form4_1741900704.xml · derivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,835

Underlying: Common Shares · 92,835 shares

Expires not disclosed

F1 · 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 company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. 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 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 company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. 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 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 company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 2026. 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 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 company performance at December 31, 2024, the Compensation Human Resources Committee certified on March 12, 2025 one of the three metrics at 145.9%. The Performance Shares representing the one metric were certified and are now adjusted for performance and are time-based and will vest on June 11, 2027. The second of the three metrics is measured over a two year time period and will not be measured until December 31, 2025. The final metric is measured over a three year time period and will not be measured until December 31, 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
March 07, 2025 Filed Mar 10, 2025 23:20 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionOption (Right to Buy) · Derivative 236,100 Not disclosed Strike: $29.26 Not disclosed
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · derivative · entry 9

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 236,100 shares

Expires 2025-05-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

F1 · derivative.exercise_date: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

Read SEC document
March 07, 2025 Filed Mar 10, 2025 23:20 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GrantDeferred Compensation · Derivative 5,852 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · derivative · entry 8

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,380

Underlying: Common Shares · 5,852 shares

Expires not disclosed

F4 · derivative.exercise_price: Reporting person deferred a portion of his bonus into TDS Common Shares 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 54,538 are vested.

F4 · price: Reporting person deferred a portion of his bonus into TDS Common Shares 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 54,538 are vested.

F4 · derivative.exercise_date: Reporting person deferred a portion of his bonus into TDS Common Shares 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 54,538 are vested.

F4 · derivative.expiration_date: Reporting person deferred a portion of his bonus into TDS Common Shares 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 54,538 are vested.

Read SEC document
March 07, 2025 Filed Mar 10, 2025 23:20 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 213,291 $35.40 $7,550,501.40
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,621

F2 · kind: Reporting person exercised options and withheld 195,149 Common Shares to pay for the strike price and withheld 18,142 Common Shares to pay for taxes.

Read SEC document
March 07, 2025 Filed Mar 10, 2025 23:20 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 236,100 $29.26 $6,908,286.00
Disclosure

SEC source: 0001120437-25-000049 · wk-form4_1741648819.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · Vice Chair

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,912

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: Granted on May 11, 2015, under the 2011 Long Term Incentive Plan. Stock options vested on the third annual anniversary of the grant date.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:22 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 91,908 $37.96 $3,488,827.68
Disclosure

SEC source: 0001120437-25-000015 · wk-form4_1740518548.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,812

F2 · kind: Shares withheld to pay taxes

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:22 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GrantCommon Shares 212,053 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-25-000015 · wk-form4_1740518548.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 222,720

F1 · kind: On May 19, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

F1 · price: On May 19, 2022, the reporting person was granted financial-based performance share units that would be measured over a three year time period. The payout could be increased to 200% of target or reduced to 0% based on achievement of the key metrics. The performance share units have been accumulating quarterly dividend equivalents. Based on company performance over the three year period ending on December 31, 2024, the Compensation Human Resources Committee certified on February 21, 2025 that the reporting person was entitled to 85.0% of his target opportunity. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 21, 2025. Each performance share unit represents the contingent right to receive one common share.

Read SEC document
January 06, 2025 Filed Jan 7, 2025 21:22 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionDeferred Compensation · Derivative 14,602 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000004 · wk-form4_1736284921.xml · derivative · entry 7

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,528

Underlying: Common Shares · 14,602 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: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

F1 · kind: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

F1 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

F1 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

Read SEC document
January 06, 2025 Filed Jan 7, 2025 21:22 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 3,936 $33.26 $130,911.36
Disclosure

SEC source: 0001120437-25-000004 · wk-form4_1736284921.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,667

F2 · kind: Withholding of common shares as settlement for taxes due in connection with settlement of the deferred compensation payout.

Read SEC document
January 06, 2025 Filed Jan 7, 2025 21:22 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 14,603 $0.00 $0.00
Disclosure

SEC source: 0001120437-25-000004 · wk-form4_1736284921.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,603

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: Payout of deferred bonus. Reporting person deferred a portion of his 2021 bonus pursuant the TDS Long-Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing Common Shares, including dividend reinvestment. The price on January 6, 2025 was used to determine the payout for the deferred bonus shares. A total of 49,857 Common Shares are vested.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 296.91 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 18

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife's Trust

Disclosed balance after: 296.91

Underlying: Common Shares · 296.91 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 296.91 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 17

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife

Disclosed balance after: 0

Underlying: Common Shares · 296.91 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 2,088.53 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 16

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 2,088.53 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

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 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 2,088.53 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 15

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 2,088.53 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

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 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 58,426.43 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 14

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 58,426.43 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

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 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 58,426.43 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 13

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,978,228

Underlying: Common Shares · 58,426.43 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

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 756,093 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 18,104.18 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 12

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 18,104.18

Underlying: Common Shares · 18,104.18 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftSeries A Common Shares · Derivative 18,104.18 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · derivative · entry 11

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 18,104.18 shares

Expires not disclosed

F3 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F3 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

F3 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 105,521.32 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 8

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife's Trust

Disclosed balance after: 105,521.32

F1 · kind: Reporting person and his spouse each gifted to their trusts.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 105,521.32 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 7

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Wife

Disclosed balance after: 0

F1 · kind: Reporting person and his spouse each gifted to their trusts.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 178,686.15 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 6

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · 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 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 178,686.15 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 5

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · 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 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 111,940.19 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 4

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · 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 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 111,940.19 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 3

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,812,451

F1 · kind: Reporting person and his spouse each gifted to their trusts.

F2 · 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 693,549 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 472,356.53 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 472,356.53

F1 · kind: Reporting person and his spouse each gifted to their trusts.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 20:39 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GiftCommon Shares 472,356.53 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000108 · wk-form4_1723235957.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Reporting person and his spouse each gifted to their trusts.

Read SEC document
June 11, 2024 Filed Jun 13, 2024 20:20 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 GrantRestricted Stock Units · Derivative 135,404 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000095 · wk-form4_1718310037.xml · derivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,404

Underlying: Common Shares · 135,404 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units awarded 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.

F1 · price: Restricted stock units awarded 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.

F1 · derivative.exercise_date: Restricted stock units awarded 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.

F1 · derivative.expiration_date: Restricted stock units awarded 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.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionRestricted Stock Units · Derivative 136,827 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · derivative · entry 11

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 136,827 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.

F3 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 57,399 $20.80 $1,193,899.20
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 4

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 393,056

F4 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 19, 2024.

F5 · kind: The market was closed on vest date therefore the previous trading day's close, May 17, 2022, was used to value the transaction.

Read SEC document
May 19, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 136,827 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 3

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450,455

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 · kind: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F3 · price: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 19, 2024. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionRestricted Stock Units · Derivative 163,146 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · derivative · entry 10

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 326,292

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.

F1 · 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Tax withholdingCommon Shares 72,274 $20.80 $1,503,299.20
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 2

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,628

F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 17, 2024.

Read SEC document
May 17, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 Exercise / conversionCommon Shares 163,146 Not disclosed Not disclosed
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 1

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 385,902

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 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

F1 · 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 first vesting. Each restricted stock unit ("RSU") represents the right to receive one common share of the Issuer upon vesting of such RSU.

Read SEC document
April 16, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 OtherSeries A Common Shares · Derivative 53,730.2128 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · derivative · entry 13

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,977,038.2128

Underlying: Common Shares · 53,730.2128 shares

Expires not disclosed

F9 · derivative.exercise_price: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.exercise_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.expiration_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F10 · balance_after: Reporting person is one of four trustees of a trust which which separately files on Form 4 for the issuer. The Series A Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such securities. Includes 755,686 Series A Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
April 16, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 OtherSeries A Common Shares · Derivative 18,064.7053 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · derivative · entry 12

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,064.7053

Underlying: Common Shares · 18,064.7053 shares

Expires not disclosed

F9 · derivative.exercise_price: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.exercise_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

F9 · derivative.expiration_date: Series A Common Shares are convertible, on a share-for-share basis, into Common Shares.

Read SEC document
April 16, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 OtherCommon Shares 47,993.9516 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 6

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Voting Trust

Disclosed balance after: 1,811,445.9516

F6 · ownership.direct: Reporting person is one of four trustees of a trust which separately files on Form 4 for the issuer. The Common Shares reported are held by reporting person and his family members that have a pecuniary interest in such securities. Includes 693,204 Common Shares held by a family partnership of which reporting person is a general partner.

Read SEC document
April 16, 2024 Filed May 21, 2024 20:34 UTC TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 OtherCommon Shares 78,756.3674 $0.00 $0.00
Disclosure

SEC source: 0001120437-24-000054 · wk-form4_1716323674.xml · nonDerivative · entry 5

CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 471,812.3674

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.