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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.