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 |
|---|---|---|---|---|---|---|
| March 08, 2024 Filed Mar 11, 2024 22:17 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantDeferred Compensation · Derivative | 12,468.6 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-24-000034 · wk-form4_1710195433.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: 65,561.6 Underlying: Common Shares · 12,468.6 shares Expires not disclosed F1 · derivative.exercise_price: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 62,166 are vested. F1 · price: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 62,166 are vested. F1 · derivative.exercise_date: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 62,166 are vested. F1 · derivative.expiration_date: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 62,166 are vested. Read SEC document |
| February 19, 2024 Filed Feb 22, 2024 01:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantPerformance Share Units · Derivative | 454,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-24-000016 · wk-form4_1708564129.xml · derivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,003 Underlying: Common Shares · 454,003 shares Expires not disclosed F4 · derivative.exercise_price: On May 17, 2023, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 160% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2023, the Compensation Human Resources Committee certified on February 19, 2024 two of the three metrics at 84.4%. The Performance Shares representing the two metrics were certified and are now adjusted for performance and are time-based and will vest on May 17, 2026. The final metric is measured over a three year time period and will not be measured until December 31, 2025. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F4 · derivative.exercise_date: On May 17, 2023, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 160% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2023, the Compensation Human Resources Committee certified on February 19, 2024 two of the three metrics at 84.4%. The Performance Shares representing the two metrics were certified and are now adjusted for performance and are time-based and will vest on May 17, 2026. The final metric is measured over a three year time period and will not be measured until December 31, 2025. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. F4 · derivative.expiration_date: On May 17, 2023, the reporting person was granted financial-based performance share units based on the performance of three key metrics. The payout could be increased to 160% of target or reduced to 0% on achievement of the key metrics. Based on company performance at December 31, 2023, the Compensation Human Resources Committee certified on February 19, 2024 two of the three metrics at 84.4%. The Performance Shares representing the two metrics were certified and are now adjusted for performance and are time-based and will vest on May 17, 2026. The final metric is measured over a three year time period and will not be measured until December 31, 2025. The performance share units have been accumulating quarterly dividend equivalents. Each performance share unit represents the contingent right to receive one common share. Read SEC document |
| February 19, 2024 Filed Feb 22, 2024 01:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 16,778 | $14.04 | $235,563.12 |
DisclosureSEC source: 0001120437-24-000016 · wk-form4_1708564129.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: 222,756 F2 · kind: Shares withheld to pay taxes F3 · price: The market was closed on February 19, 2024, therefore the previous trading day's close, February 16, 2024 was used to value the transaction. Read SEC document |
| February 19, 2024 Filed Feb 22, 2024 01:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantCommon Shares | 53,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-24-000016 · wk-form4_1708564129.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: 239,534 F1 · kind: On May 19, 2021, 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. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 19, 2024. Based on company performance over the three year period ending on December 31, 2023, the Compensation Human Resources Committee certified on February 19, 2024 that the reporting person was entitled to 40% of his target opportunity. Each performance share unit represents the contingent right to receive one common share. F1 · price: On May 19, 2021, 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. The Performance Shares were certified and are now adjusted for performance and vested immediately on February 19, 2024. Based on company performance over the three year period ending on December 31, 2023, the Compensation Human Resources Committee certified on February 19, 2024 that the reporting person was entitled to 40% of his target opportunity. Each performance share unit represents the contingent right to receive one common share. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 21:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 18,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-24-000004 · wk-form4_1704834294.xml · derivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,093 Underlying: Common Shares · 18,313 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 2020 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 8, 2024 was used to determine the payout for the deferred bonus shares. A total of 52,191 Common Shares are vested. F1 · kind: Payout of deferred bonus. Reporting person deferred a portion of his 2020 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 8, 2024 was used to determine the payout for the deferred bonus shares. A total of 52,191 Common Shares are vested. F1 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2020 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 8, 2024 was used to determine the payout for the deferred bonus shares. A total of 52,191 Common Shares are vested. F1 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2020 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 8, 2024 was used to determine the payout for the deferred bonus shares. A total of 52,191 Common Shares are vested. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 21:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 4,936 | $18.21 | $89,884.56 |
DisclosureSEC source: 0001120437-24-000004 · wk-form4_1704834294.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: 185,588 F2 · kind: Withholding of common shares as settlement for taxes due in connection with settlement of the deferred compensation payout. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 21:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 18,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-24-000004 · wk-form4_1704834294.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: 190,524 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 2020 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 8, 2024 was used to determine the payout for the deferred bonus shares. A total of 52,191 Common Shares are vested. Read SEC document |
| May 21, 2023 Filed May 23, 2023 19:35 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 82,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000106 · wf-form4_168487053246710.xml · derivative · entry 3 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 · 82,507 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 awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 21, 2023. F1 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 21, 2023. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 21, 2023. Read SEC document |
| May 21, 2023 Filed May 23, 2023 19:35 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 34,612 | $6.95 | $240,553.40 |
DisclosureSEC source: 0001120437-23-000106 · wf-form4_168487053246710.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: 172,211 F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 21, 2023. F3 · kind: The market was closed on vest date therefore the previous trading day's close, May 19, 2023, was used to value the transaction. Read SEC document |
| May 21, 2023 Filed May 23, 2023 19:35 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 82,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000106 · wf-form4_168487053246710.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: 206,823 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 awarded pursuant to the 2020 Long Term Incentive Plan. Restricted stock units that became vested on May 21, 2023. Read SEC document |
| May 17, 2023 Filed May 19, 2023 19:39 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 489,438 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-23-000104 · wf-form4_168452516616014.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: 489,438 Underlying: Common Shares · 489,438 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 |
| February 20, 2023 Filed Feb 22, 2023 20:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000029 · wf-form4_167709617435963.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 105,521 Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 20:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 78,935 | $13.70 | $1,081,409.50 |
DisclosureSEC source: 0001120437-23-000029 · wf-form4_167709617435963.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,316 F2 · kind: Shares withheld to pay taxes F3 · kind: The market was closed on February 20, 2023, therefore the previous trading day's close, February 17, 2023 was used to value the transaction. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 20:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 199,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000029 · wf-form4_167709617435963.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,251 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On May 21, 2020, 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 period ending on December 31, 2022, the Compensation and Human Resources Committee certified on February 20, 2023 that the reporting person was entitled to 67.9% of his target opportunity. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 20:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000029 · wf-form4_167709617435963.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,061 Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 22:16 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 13,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000019 · wf-form4_167338899746937.xml · derivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,750 Underlying: Common Shares · 13,007 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 2019 bonus pursuant to 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 9, 2023 was used to determine the payout for the deferred bonus shares. A total of 65,872 are vested. F1 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2019 bonus pursuant to 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 9, 2023 was used to determine the payout for the deferred bonus shares. A total of 65,872 are vested. F1 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2019 bonus pursuant to 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 9, 2023 was used to determine the payout for the deferred bonus shares. A total of 65,872 are vested. Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 22:16 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 3,505 | $11.53 | $40,412.65 |
DisclosureSEC source: 0001120437-23-000019 · wf-form4_167338899746937.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,501 F2 · kind: Withholding of common shares as settlement for taxes due in connection with settlement of the deferred compensation payout. Read SEC document |
| January 09, 2023 Filed Jan 10, 2023 22:16 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 13,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000019 · wf-form4_167338899746937.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,007 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 2019 bonus pursuant to 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 9, 2023 was used to determine the payout for the deferred bonus shares. A total of 65,872 are vested. Read SEC document |
| December 06, 2022 Filed Feb 2, 2023 13:14 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 103,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000027 · wf-form5_167534366198899.xml · nonDerivative · entry 8 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 110,961 Read SEC document |
| December 06, 2022 Filed Feb 2, 2023 13:14 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 103,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000027 · wf-form5_167534366198899.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Effective 12/31/22, reporting person is no longer including shares held by grown children no longer sharing his household in his ownership totals. Read SEC document |
| November 07, 2022 Filed Feb 2, 2023 13:14 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000027 · wf-form5_167534366198899.xml · nonDerivative · entry 7 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 7,932 Read SEC document |
| October 31, 2022 Filed Feb 2, 2023 13:14 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000027 · wf-form5_167534366198899.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,029 Read SEC document |
| October 16, 2022 Filed Feb 2, 2023 13:14 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000027 · wf-form5_167534366198899.xml · nonDerivative · entry 6 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 10,518 Read SEC document |
| October 16, 2022 Filed Feb 2, 2023 13:14 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-23-000027 · wf-form5_167534366198899.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,029 F1 · balance_after: Effective 12/31/22, reporting person is no longer including shares held by grown children no longer sharing his household in his ownership totals. Read SEC document |
| May 22, 2022 Filed May 23, 2022 19:58 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 60,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000080 · wf-form4_165333590794008.xml · derivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 60,630 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 awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 22, 2022. F1 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 22, 2022. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 22, 2022. Read SEC document |
| May 22, 2022 Filed May 23, 2022 19:58 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 25,435 | $17.45 | $443,840.75 |
DisclosureSEC source: 0001120437-22-000080 · wf-form4_165333590794008.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,857 F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 22, 2022. F4 · kind: The market was closed on vest date therefore the previous trading day's close, May 22, 2022, was used to value the transaction. F2 · balance_after: Includes 7,216 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 22, 2022 Filed May 23, 2022 19:58 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 60,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000080 · wf-form4_165333590794008.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,292 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 awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 22, 2022. F2 · balance_after: Includes 7,216 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 19, 2022 Filed May 20, 2022 21:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 165,214 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-22-000078 · wf-form4_165308165050015.xml · derivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,214 Underlying: Common Shares · 165,214 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock unit award pursuant to the 2022 Long Term Incentive Plan. Stock units will become vested on May 18, 2025. F1 · price: Restricted stock unit award pursuant to the 2022 Long Term Incentive Plan. Stock units will become vested on May 18, 2025. F1 · derivative.exercise_date: Restricted stock unit award pursuant to the 2022 Long Term Incentive Plan. Stock units will become vested on May 18, 2025. F1 · derivative.expiration_date: Restricted stock unit award pursuant to the 2022 Long Term Incentive Plan. Stock units will become vested on May 18, 2025. Read SEC document |
| March 04, 2022 Filed Mar 10, 2022 17:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantDeferred Compensation · Derivative | 13,259 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-22-000056 · wf-form4_164693287266331.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,866 Underlying: Common Shares · 13,259 shares Expires not disclosed F1 · derivative.exercise_price: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 71,259 are vested. F1 · price: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 71,259 are vested. F1 · derivative.exercise_date: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 71,259 are vested. F1 · derivative.expiration_date: Reporting person deferred a portion of his bonus into TDS stock pursuant to the Long Term Incentive Plan. Reporting person is 100% vested in all bonus amounts and receives an employer match that vests ratably at 33%, 33% and 34% per year over a 3 year period. A total of 71,259 are vested. Read SEC document |
| February 24, 2022 Filed May 20, 2022 21:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000078 · wf-form4_165308165050015.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,662 Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:06 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 26,360 | $20.32 | $535,635.20 |
DisclosureSEC source: 0001120437-22-000014 · wf-form4_164487272156117.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,662 F3 · kind: Shares withheld to taxes F2 · balance_after: Includes 5,242 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 21:06 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 72,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000014 · wf-form4_164487272156117.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On May 22, 2019, 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 period ending on December 31, 2021, the Compensation and Human Resources Committee certified on February 10, 2022 that the reporting person was entitled to 91.5% of his target opportunity. F2 · balance_after: Includes 5,242 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| January 26, 2022 Filed Feb 14, 2022 21:06 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 4,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000014 · wf-form4_164487272156117.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,172 Read SEC document |
| January 05, 2022 Filed Jan 6, 2022 21:57 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 9,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000002 · wf-form4_164150621698085.xml · derivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,608 Underlying: Common Shares · 9,731 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 2018 bonus pursuant to 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 5, 2022 was used to determine the payout for the deferred bonus shares. A total of 60,653 are vested. F1 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2018 bonus pursuant to 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 5, 2022 was used to determine the payout for the deferred bonus shares. A total of 60,653 are vested. F1 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2018 bonus pursuant to 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 5, 2022 was used to determine the payout for the deferred bonus shares. A total of 60,653 are vested. Read SEC document |
| January 05, 2022 Filed Jan 6, 2022 21:57 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 2,623 | $20.71 | $54,322.33 |
DisclosureSEC source: 0001120437-22-000002 · wf-form4_164150621698085.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,002 F3 · kind: Withholding of common shares as settlement for taxes due in connection with settlement of the deferred compensation payout. F2 · balance_after: Includes 5,242 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| January 05, 2022 Filed Jan 6, 2022 21:57 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 9,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000002 · wf-form4_164150621698085.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,625 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 2018 bonus pursuant to 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 5, 2022 was used to determine the payout for the deferred bonus shares. A total of 60,653 are vested. F2 · balance_after: Includes 5,242 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| December 30, 2021 Filed Jan 18, 2022 15:37 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000010 · wf-form5_164252023777426.xml · nonDerivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,894 F2 · balance_after: Includes 5242 Common Shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| December 03, 2021 Filed Jan 18, 2022 15:37 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000010 · wf-form5_164252023777426.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,493 F1 · balance_after: Includes 3768 Common Shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| September 09, 2021 Filed Jan 18, 2022 15:37 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 5,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000010 · wf-form5_164252023777426.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,346 F1 · balance_after: Includes 3768 Common Shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 29, 2021 Filed Jan 18, 2022 15:37 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000010 · wf-form5_164252023777426.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,351 F1 · balance_after: Includes 3768 Common Shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 23, 2021 Filed May 25, 2021 18:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 57,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000108 · wf-form4_162196617104537.xml · derivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 57,261 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 awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 23, 2021. F1 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 23, 2021. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 23, 2021. Read SEC document |
| May 23, 2021 Filed May 25, 2021 18:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 24,020 | $25.50 | $612,510.00 |
DisclosureSEC source: 0001120437-21-000108 · wf-form4_162196617104537.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,351 F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 23, 2021. F4 · kind: The market was closed on vest date therefore the previous trading day's close, May 21, 2021, was used to value the transaction. F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 23, 2021 Filed May 25, 2021 18:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 57,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000108 · wf-form4_162196617104537.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,371 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 awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 23, 2021. F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 22, 2021 Filed Jan 18, 2022 15:37 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-22-000010 · wf-form5_164252023777426.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,351 F1 · balance_after: Includes 3768 Common Shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 19, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 136,827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · derivative · entry 7 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,827 Underlying: Common Shares · 136,827 shares Expires not disclosed F5 · derivative.exercise_price: Restricted stock unit award pursuant to the 2020 Long Term Incentive Plan. Stock units will become vested on third anniversary. F5 · price: Restricted stock unit award pursuant to the 2020 Long Term Incentive Plan. Stock units will become vested on third anniversary. F5 · derivative.exercise_date: Restricted stock unit award pursuant to the 2020 Long Term Incentive Plan. Stock units will become vested on third anniversary. F5 · derivative.expiration_date: Restricted stock unit award pursuant to the 2020 Long Term Incentive Plan. Stock units will become vested on third anniversary. Read SEC document |
| May 19, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 104,390 | $0.00 Strike: $25.36 | $0.00 |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · derivative · entry 6 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,390 Underlying: Common Shares · 104,390 shares Expires 2031-05-19 F4 · price: Options granted pursuant to the 2020 Long-Term Incentive Plan. Options become exercisable on May 19, 2024. F4 · derivative.exercise_date: Options granted pursuant to the 2020 Long-Term Incentive Plan. Options become exercisable on May 19, 2024. Read SEC document |
| May 15, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,110 F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| April 13, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,110 F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| March 26, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 11,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,110 F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| March 20, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 3,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,610 F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. 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.