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, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 9,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · derivative · entry 8 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Voting Trust Disclosed balance after: 2,042,841 Underlying: Common Shares · 9,218 shares Expires not disclosed F6 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F6 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F6 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F7 · balance_after: Reporting person is one of four trustees which is record owner of these shares and files its holdings on forms 4. Of these Series A Common Shares, shares are held by respective reporting person and his family members. F8 · balance_after: On March 8, 2021, the reporting person's spouse individually transferred 9,218 Series A common Shares to a trust, the trustee of which is a family member. The reporting person previously reported all securities held by spouse. Accordingly, the transfer did not result in the change in the number of securities reported as beneficially owned by reporting person. Read SEC document |
| March 08, 2021 Filed May 20, 2021 20:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 251,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000076 · wf-form4_162154128174916.xml · nonDerivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Voting Trust Disclosed balance after: 1,874,514 F2 · balance_after: On March 8, 2021 the reporting person's spouse individually transferred 162,314 Common Shares and 89,679 Common Shares from her Marital Trust to a trust, the trustee of which is a family member. The reporting person previous reported all securities held by spouse and spouse's Marital Trust. Accordingly, the transfer did not result in the change in the number of securities reported as beneficially owned by reporting person. F3 · balance_after: Reporting person is one of four trustees which is record owner of these shares and files its holdings on forms 4. Of these Common shares, shares are held by respective reporting person and his family members. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 12:36 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantDeferred Compensation · Derivative | 16,202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-21-000066 · wf-form4_161529340082567.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,058 Underlying: Common Shares · 16,202 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 65,664 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 65,664 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 65,664 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 65,664 are vested. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 14:59 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 31,108 | $18.03 | $560,877.24 |
DisclosureSEC source: 0001120437-21-000024 · wf-form4_161417878616520.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,917 F3 · kind: Shares withheld to taxes F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 14:59 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 91,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000024 · wf-form4_161417878616520.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,025 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 23, 2018, 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, 2020, the Compensation Committee certified on February 22, 2021 that the reporting person was entitled to 99.7% of his target opportunity. F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| January 05, 2021 Filed Jan 5, 2021 22:42 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 7,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000006 · wf-form4_160988653259755.xml · derivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,856 Underlying: Common Shares · 7,163 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 2017 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 4, 2021 was used to determine the payout for the deferred bonus shares. A total of 52,703 are vested. F1 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2017 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 4, 2021 was used to determine the payout for the deferred bonus shares. A total of 52,703 are vested. F1 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2017 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 4, 2021 was used to determine the payout for the deferred bonus shares. A total of 52,703 are vested. Read SEC document |
| January 05, 2021 Filed Jan 5, 2021 22:42 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 1,931 | $18.74 | $36,186.94 |
DisclosureSEC source: 0001120437-21-000006 · wf-form4_160988653259755.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,699 F3 · kind: Withholding of common shares as settlement for taxes due in connection with settlement of the deferred compensation payout. F2 · balance_after: Includes 3,768 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| January 05, 2021 Filed Jan 5, 2021 22:42 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 7,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000006 · wf-form4_160988653259755.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,630 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 2017 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 4, 2021 was used to determine the payout for the deferred bonus shares. A total of 52,703 are vested. F1 · price: Payout of deferred bonus. Reporting person deferred a portion of his 2017 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 4, 2021 was used to determine the payout for the deferred bonus shares. A total of 52,703 are vested. F2 · balance_after: Includes 3,768 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| December 13, 2020 Filed Jan 5, 2021 22:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 21,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000004 · wf-form5_160988529018528.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,467 F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| August 06, 2020 Filed Jan 5, 2021 22:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 10,561.9846 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000004 · wf-form5_160988529018528.xml · derivative · entry 25 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,561.9846 Underlying: Common Shares · 10,561.9846 shares Expires not disclosed F12 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F2 · kind: Shares gifted to a trust, the trustee of which is a third party and the beneficiaries of which include the spouse and descendants of the reporting person F12 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F12 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F3 · balance_after: Voluntary report of shares held in trust, the trustee of which is a third party and beneficiaries of which include the spouse and descendants Read SEC document |
| August 06, 2020 Filed Jan 5, 2021 22:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftSeries A Common Shares · Derivative | 10,561.9846 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000004 · wf-form5_160988529018528.xml · derivative · entry 24 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,561.9846 shares Expires not disclosed F12 · derivative.exercise_price: Series A Common shares are convertible, on a share-for-share basis, into common shares. F2 · kind: Shares gifted to a trust, the trustee of which is a third party and the beneficiaries of which include the spouse and descendants of the reporting person F12 · derivative.exercise_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. F12 · derivative.expiration_date: Series A Common shares are convertible, on a share-for-share basis, into common shares. Read SEC document |
| August 06, 2020 Filed Jan 5, 2021 22:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 211,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000004 · wf-form5_160988529018528.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 211,758 F2 · kind: Shares gifted to a trust, the trustee of which is a third party and the beneficiaries of which include the spouse and descendants of the reporting person F3 · balance_after: Voluntary report of shares held in trust, the trustee of which is a third party and beneficiaries of which include the spouse and descendants Read SEC document |
| August 06, 2020 Filed Jan 5, 2021 22:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 211,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000004 · wf-form5_160988529018528.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,136 F2 · kind: Shares gifted to a trust, the trustee of which is a third party and the beneficiaries of which include the spouse and descendants of the reporting person F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| June 08, 2020 Filed Jan 5, 2021 22:21 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 4,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-21-000004 · wf-form5_160988529018528.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,894 F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 24, 2020 Filed May 26, 2020 20:18 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 60,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000085 · wf-form4_159052429646864.xml · derivative · entry 6 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 60,619 shares Expires 2020-05-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 24, 2020. F2 · derivative.exercise_date: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 24, 2020. Read SEC document |
| May 24, 2020 Filed May 26, 2020 20:18 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 25,429 | $19.64 | $499,425.56 |
DisclosureSEC source: 0001120437-20-000085 · wf-form4_159052429646864.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,422 F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 24, 2020. F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 24, 2020 Filed May 26, 2020 20:18 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 60,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000085 · wf-form4_159052429646864.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,851 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. F2 · kind: Restricted stock units awarded pursuant to the 2011 Long Term Incentive Plan. Restricted stock units that became vested on May 24, 2020. F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:18 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 82,507 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-20-000085 · wf-form4_159052429646864.xml · derivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,507 Underlying: Common Shares · 82,507 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.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 21, 2020 Filed May 26, 2020 20:18 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 77,100 | $0.00 Strike: $19.15 | $0.00 |
DisclosureSEC source: 0001120437-20-000085 · wf-form4_159052429646864.xml · derivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,100 Underlying: Common Shares · 77,100 shares Expires 2030-05-21 F4 · price: Options granted pursuant to the 2020 Long-Term Incentive Plan. Options become exercisable on May 21, 2023. F4 · derivative.exercise_date: Options granted pursuant to the 2020 Long-Term Incentive Plan. Options become exercisable on May 21, 2023. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 13:33 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 11,526 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-20-000073 · wf-form4_158376081924413.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,969 Underlying: Common Shares · 11,526 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: Reporting person deferred 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 56,011 are vested. F1 · price: Reporting person deferred 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 56,011 are vested. F1 · derivative.exercise_date: Reporting person deferred 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 56,011 are vested. F1 · derivative.expiration_date: Reporting person deferred 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 56,011 are vested. Read SEC document |
| February 25, 2020 Filed May 26, 2020 20:18 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 708 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000085 · wf-form4_159052429646864.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,232 F1 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 13:17 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 9,179 | $25.17 | $231,035.43 |
DisclosureSEC source: 0001120437-20-000028 · wf-form4_158220462834951.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,940 F3 · kind: Shares withheld to taxes F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 13:17 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 31,162 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-20-000028 · wf-form4_158220462834951.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,119 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: On May 24, 2017, 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, 2019, the Compensation Committee certified on February 18, 2020 that the reporting person was entitled to 59% of his target opportunity. F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 13:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 9,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000002 · wf-form4_157831890740840.xml · derivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,443 Underlying: Common Shares · 9,280 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 2016 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 2, 2020 was used to determine the payout for the deferred bonus shares. A total of 46,790 are vested. F1 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2016 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 2, 2020 was used to determine the payout for the deferred bonus shares. A total of 46,790 are vested. F1 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2016 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 2, 2020 was used to determine the payout for the deferred bonus shares. A total of 46,790 are vested. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 13:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000002 · wf-form4_157831890740840.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,957 F4 · price: By gift F2 · balance_after: Includes 3,768 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 13:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 2,501 | $25.28 | $63,225.28 |
DisclosureSEC source: 0001120437-20-000002 · wf-form4_157831890740840.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,357 F3 · kind: Withholding of common shares as settlement for taxes due in connection with settlement of the deferred compensation payout. F2 · balance_after: Includes 3,768 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 13:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 9,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000002 · wf-form4_157831890740840.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,858 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 2016 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 2, 2020 was used to determine the payout for the deferred bonus shares. A total of 46,790 are vested. F1 · price: Payout of deferred bonus. Reporting person deferred a portion of his 2016 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 2, 2020 was used to determine the payout for the deferred bonus shares. A total of 46,790 are vested. F2 · balance_after: Includes 3,768 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 13:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000002 · wf-form4_157831890740840.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,357 F4 · price: By gift F2 · balance_after: Includes 3,768 shares owned by children. Reporting person denies beneficial ownership of shares owned by children. Read SEC document |
| December 20, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 8 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,578 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. F3 · balance_after: Balance includes additional shares to correct for the over withholding of shares for payment of payroll taxes on 5/11/19. Read SEC document |
| December 17, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 7 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,578 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| September 30, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 6 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,809 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| July 26, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,109 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| July 12, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 3,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,509 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| July 09, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,309 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 22, 2019 Filed May 24, 2019 13:47 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 60,630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000078 · edgar.xml · derivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,630 Underlying: Common Shares · 60,630 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022. F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022. F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022. F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 22, 2022. Read SEC document |
| May 22, 2019 Filed May 24, 2019 13:47 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 33,624 | Not disclosed Strike: $30.72 | Not disclosed |
DisclosureSEC source: 0001120437-19-000078 · edgar.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,624 Underlying: Common Shares · 33,624 shares Expires 2029-05-22 F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 22, 2022. F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 22, 2022. Read SEC document |
| May 20, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,309 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 11, 2019 Filed May 14, 2019 21:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted stock units · Derivative | 76,273 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000070 · edgar.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 · 76,273 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 Long-Term Incentive Plan. Stock units became vested on May 11, 2019. F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019. Read SEC document |
| May 11, 2019 Filed May 14, 2019 21:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 33,788 | $31.70 | $1,071,079.60 |
DisclosureSEC source: 0001120437-19-000070 · edgar.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,971 F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2019. F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 11, 2019 Filed May 14, 2019 21:05 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 76,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-19-000070 · edgar.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,759 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: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2019. F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| April 18, 2019 Filed Jan 9, 2020 20:56 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-20-000014 · wf-form5_157860335996510.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,809 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 17:07 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 8,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000045 · edgar.xml · derivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,346 Underlying: Common Shares · 8,949 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: Reporting person deferred 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 53,067 are vested. F1 · price: Reporting person deferred 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 53,067 are vested. F1 · derivative.exercise_date: Reporting person deferred 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 53,067 are vested. F1 · derivative.expiration_date: Reporting person deferred 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 53,067 are vested. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 19:31 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000023 · edgar.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,940 F1 · price: By gift F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 19:31 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 22,702 | $36.59 | $830,666.18 |
DisclosureSEC source: 0001120437-19-000023 · edgar.xml · nonDerivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,486 F3 · kind: Shares withheld to taxes F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 19:31 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 51,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000023 · edgar.xml · nonDerivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,188 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 · price: On August 16, 2016, 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, 2018, the Compensation Committee certified on February 19, 2019 that the reporting person was entitled to 107% of his target opportunity. F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 07, 2019 Filed Feb 21, 2019 19:31 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000023 · edgar.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,440 F1 · price: By gift F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| February 01, 2019 Filed Feb 21, 2019 19:31 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000023 · edgar.xml · nonDerivative · entry 1 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,740 F1 · price: By gift F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 12:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionOption (Right to buy) · Derivative | 250,000 | Not disclosed Strike: $26.66 | Not disclosed |
DisclosureSEC source: 0001120437-19-000011 · edgar.xml · derivative · entry 4 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 250,000 shares Expires 2020-05-25 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 · price: Shares withheld to pay for exercise price (183,609) and taxes (27,659). F4 · derivative.exercise_date: Currently exercisable Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 12:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 211,268 | $36.30 | $7,669,028.40 |
DisclosureSEC source: 0001120437-19-000011 · edgar.xml · nonDerivative · entry 3 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,740 F3 · kind: Shares withheld to pay for exercise price (183,609) and taxes (27,659). F2 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 12:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 250,000 | $26.66 | $6,665,000.00 |
DisclosureSEC source: 0001120437-19-000011 · edgar.xml · nonDerivative · entry 2 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,000 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. F2 · balance_after: Includes 3,768 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.