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 |
|---|---|---|---|---|---|---|
| January 07, 2019 Filed Jan 22, 2019 12:55 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 12,835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000011 · 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: 99,008 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 04, 2019 Filed Jan 4, 2019 22:25 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 16,639 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000001 · 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: 47,397 Underlying: Common Shares · 16,639 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Payout of 2 deferred bonuses. Reporting person deferred a portion of his 2005 and 2015 bonuses 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 3, 2019 was used to determine the payout for the deferred bonus shares. A total of 45,908 are vested. F4 · price: Payout of 2 deferred bonuses. Reporting person deferred a portion of his 2005 and 2015 bonuses 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 3, 2019 was used to determine the payout for the deferred bonus shares. A total of 45,908 are vested. F4 · derivative.exercise_date: Payout of 2 deferred bonuses. Reporting person deferred a portion of his 2005 and 2015 bonuses 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 3, 2019 was used to determine the payout for the deferred bonus shares. A total of 45,908 are vested. F4 · derivative.expiration_date: Payout of 2 deferred bonuses. Reporting person deferred a portion of his 2005 and 2015 bonuses 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 3, 2019 was used to determine the payout for the deferred bonus shares. A total of 45,908 are vested. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 22:25 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 4,485 | $33.16 | $148,722.60 |
DisclosureSEC source: 0001120437-19-000001 · 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: 112,684 F1 · kind: Witholding of common shares as settlement for taxes due in consideration for settlement of the deferred compensation payout. F3 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 22:25 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 16,639 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000001 · 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: 117,169 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: Payout of 2 deferred bonuses. Reporting person deferred a portion of his 2005 and 2015 bonuses 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 3, 2019 was used to determine the payout for the deferred bonus shares. A total of 45,908 are vested. F4 · price: Payout of 2 deferred bonuses. Reporting person deferred a portion of his 2005 and 2015 bonuses 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 3, 2019 was used to determine the payout for the deferred bonus shares. A total of 45,908 are vested. F3 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:25 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,860 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000001 · 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: 100,530 F2 · price: By gift F3 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| December 31, 2018 Filed Jan 11, 2019 14:15 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherDeferred Compensation · Derivative | 1,170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000006 · edgar.xml · derivative · entry 20 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,547 Underlying: Common Shares · 62,547 shares Expires not disclosed F3 · derivative.exercise_price: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 59,507 common shares units were vested at 12/31/18. F3 · price: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 59,507 common shares units were vested at 12/31/18. F3 · derivative.exercise_date: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 59,507 common shares units were vested at 12/31/18. F3 · derivative.expiration_date: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 59,507 common shares units were vested at 12/31/18. Read SEC document |
| December 10, 2018 Filed Jan 11, 2019 14:15 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000006 · 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: 101,549 F13 · price: By gift F7 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| November 21, 2018 Filed Jan 11, 2019 14:15 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-19-000006 · 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: 101,890 F13 · price: By gift F7 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionOption (Right to Buy) · Derivative | 244,000 | Not disclosed Strike: $26.95 | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · edgar.xml · derivative · entry 11 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 244,000 shares Expires 2019-05-20 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: Shares withheld to pay for exercise price (186,020) and taxes (25,685) F3 · derivative.exercise_date: Currently exercisable Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 211,705 | $35.35 | $7,483,771.75 |
DisclosureSEC source: 0001120437-18-000117 · edgar.xml · nonDerivative · entry 10 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,390 F1 · kind: Shares withheld to pay for exercise price (186,020) and taxes (25,685) F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 244,000 | $26.95 | $6,575,800.00 |
DisclosureSEC source: 0001120437-18-000117 · edgar.xml · nonDerivative · entry 9 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,095 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 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| November 02, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · edgar.xml · nonDerivative · entry 8 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,095 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| October 17, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · edgar.xml · nonDerivative · entry 7 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,095 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| October 04, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · edgar.xml · nonDerivative · entry 6 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,095 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| August 17, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · 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: 77,095 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| August 10, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · 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: 81,095 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| July 10, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 7,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · 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: 83,095 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:40 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 57,261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000074 · 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: 57,261 Underlying: Common Shares · 57,261 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 23, 2021. F2 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 23, 2021. F2 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 23, 2021. F2 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 23, 2021. Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:40 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 18,320 | Not disclosed Strike: $25.70 | Not disclosed |
DisclosureSEC source: 0001120437-18-000074 · 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: 18,320 Underlying: Common Shares · 18,320 shares Expires 2028-05-23 F1 · price: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 23, 2021. F1 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 23, 2021. Read SEC document |
| May 11, 2018 Filed May 15, 2018 19:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted Stock Units · Derivative | 51,761 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000063 · 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 · 51,761 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, 2018. F1 · price: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2018. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the Long-Term Incentive Plan. Stock units became vested on May 11, 2018. Read SEC document |
| May 11, 2018 Filed May 15, 2018 19:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 21,713 | $26.16 | $568,012.08 |
DisclosureSEC source: 0001120437-18-000063 · 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: 103,895 F2 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 11, 2018 Read SEC document |
| May 11, 2018 Filed May 15, 2018 19:09 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 51,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-18-000063 · 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: 125,608 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, 2018. Read SEC document |
| April 13, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 13,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · 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: 90,095 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| April 06, 2018 Filed Apr 6, 2018 17:46 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 6,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000057 · edgar.xml · derivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,865 Underlying: Common shares · 6,278 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. F2 · derivative.exercise_price: Payout of deferred bonus. Reporting person deferred a portion of his 2010 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 April 5, 2018 was used to determine the payout for the deferred bonus shares. A total of 59,507 are vested. F2 · price: Payout of deferred bonus. Reporting person deferred a portion of his 2010 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 April 5, 2018 was used to determine the payout for the deferred bonus shares. A total of 59,507 are vested. F2 · derivative.exercise_date: Payout of deferred bonus. Reporting person deferred a portion of his 2010 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 April 5, 2018 was used to determine the payout for the deferred bonus shares. A total of 59,507 are vested. F2 · derivative.expiration_date: Payout of deferred bonus. Reporting person deferred a portion of his 2010 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 April 5, 2018 was used to determine the payout for the deferred bonus shares. A total of 59,507 are vested. Read SEC document |
| April 06, 2018 Filed Apr 6, 2018 17:46 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 2,634 | $28.33 | $74,621.22 |
DisclosureSEC source: 0001120437-18-000057 · 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: 73,847 F1 · kind: Withholding of common shares as settlement for taxes due in consideration for settlement of the deferred compensation payout. F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| April 06, 2018 Filed Apr 6, 2018 17:46 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 6,278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000057 · 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: 76,481 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: Payout of deferred bonus. Reporting person deferred a portion of his 2010 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 April 5, 2018 was used to determine the payout for the deferred bonus shares. A total of 59,507 are vested. F2 · price: Payout of deferred bonus. Reporting person deferred a portion of his 2010 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 April 5, 2018 was used to determine the payout for the deferred bonus shares. A total of 59,507 are vested. F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| March 28, 2018 Filed Nov 13, 2018 18:03 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000117 · 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: 103,395 F2 · price: By gift F4 · balance_after: Includes 3,768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 11:47 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantDeferred Compensation · Derivative | 6,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000044 · 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: 69,143 Underlying: Common Shares · 69,143 shares Expires not disclosed F1 · derivative.exercise_price: Reporting person deferred bonuses 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 65,785 common shares are vested. F1 · price: Reporting person deferred bonuses 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 65,785 common shares are vested. F1 · derivative.exercise_date: Reporting person deferred bonuses 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 65,785 common shares are vested. F1 · derivative.expiration_date: Reporting person deferred bonuses 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 65,785 common shares are vested. F1 · balance_after: Reporting person deferred bonuses 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 65,785 common shares are vested. Read SEC document |
| March 07, 2018 Filed Apr 6, 2018 17:46 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 12,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000057 · 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: 70,203 F4 · price: By gift F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 13:33 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 7,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000007 · 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: 62,475 Underlying: Common shares · 7,034 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. F2 · derivative.exercise_price: Reporting person deferred a portion of his 2015 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,034 common shares, including dividend reinvestment. The price on January 4, 2018 was used to determine the payout for the deferred bonus shares. F2 · price: Reporting person deferred a portion of his 2015 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,034 common shares, including dividend reinvestment. The price on January 4, 2018 was used to determine the payout for the deferred bonus shares. F2 · derivative.exercise_date: Reporting person deferred a portion of his 2015 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,034 common shares, including dividend reinvestment. The price on January 4, 2018 was used to determine the payout for the deferred bonus shares. F2 · derivative.expiration_date: Reporting person deferred a portion of his 2015 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,034 common shares, including dividend reinvestment. The price on January 4, 2018 was used to determine the payout for the deferred bonus shares. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 13:33 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 2,107 | $27.77 | $58,511.39 |
DisclosureSEC source: 0001120437-18-000007 · 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: 84,359 F1 · kind: Withholding of common shares as settlement for taxes due in consideration for settlement of the deferred compensation payout. F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 13:33 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 7,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000007 · 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: 86,466 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: Reporting person deferred a portion of his 2015 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,034 common shares, including dividend reinvestment. The price on January 4, 2018 was used to determine the payout for the deferred bonus shares. F2 · price: Reporting person deferred a portion of his 2015 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,034 common shares, including dividend reinvestment. The price on January 4, 2018 was used to determine the payout for the deferred bonus shares. F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| January 04, 2018 Filed Apr 6, 2018 17:46 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 2,156 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000057 · 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: 82,203 F4 · price: By gift F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| December 31, 2017 Filed Jan 4, 2018 16:24 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherDeferred Compensation · Derivative | 1,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000005 · edgar.xml · derivative · entry 21 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,509 Underlying: Common Shares · 69,509 shares Expires not disclosed F3 · derivative.exercise_price: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 67,485 common shares units were vested at 12/31/17. F3 · price: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 67,485 common shares units were vested at 12/31/17. F3 · derivative.exercise_date: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 67,485 common shares units were vested at 12/31/17. F3 · derivative.expiration_date: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 67,485 common shares units were vested at 12/31/17. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 16:24 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 6,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000005 · 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: 79,432 F14 · price: By gift F8 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| December 12, 2017 Filed Jan 4, 2018 16:24 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 6,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-18-000005 · 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: 85,432 F14 · price: By gift F8 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 24, 2017 Filed May 25, 2017 21:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantRestricted Stock Units · Derivative | 60,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000069 · 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: 60,619 Underlying: Common Shares · 60,619 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 24, 2020. F1 · price: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 24, 2020. F1 · derivative.exercise_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 24, 2020. F1 · derivative.expiration_date: Restricted stock unit award pursuant to the Long-Term Incentive Plan. Stock units will become vested on May 24, 2020. Read SEC document |
| May 24, 2017 Filed May 25, 2017 21:28 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantOption (Right to Buy) · Derivative | 39,700 | Not disclosed Strike: $27.79 | Not disclosed |
DisclosureSEC source: 0001120437-17-000069 · 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: 39,700 Underlying: Common Shares · 39,700 shares Expires 2027-05-24 F2 · price: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 24, 2020. F2 · derivative.exercise_date: Granted under the 2011 Long-Term Incentive Plan. Options vest on May 24, 2020. Read SEC document |
| May 16, 2017 Filed May 18, 2017 17:52 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionRestricted stock units · Derivative | 47,996 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000054 · 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 · 47,996 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 16, 2017. F1 · price: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. F1 · derivative.expiration_date: Restricted stock units awarded pursuant to the long term incentive plan. Stock units became vested on May 16, 2017. Read SEC document |
| May 16, 2017 Filed May 18, 2017 17:52 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 20,806 | $26.90 | $559,681.40 |
DisclosureSEC source: 0001120437-17-000054 · 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: 90,422 F3 · kind: Shares withheld to pay taxes on restricted stock units that vested on May 16, 2017 F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| May 16, 2017 Filed May 18, 2017 17:52 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 47,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001120437-17-000054 · 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: 111,228 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 long term incentive plan. Stock units became vested on May 16, 2017. F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownership of shares owned by children. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 15:54 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GrantDeferred Compensation · Derivative | 8,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000038 · 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: 68,077 Underlying: Common Shares · 68,077 shares Expires not disclosed F1 · derivative.exercise_price: Reporting person deferred bonuses pursuant to the Long Term Incentive Plan, the employer match vests ratably at 33%, 33%, and 34% per year over a 3 year period. A total of 64,196 common shares are vested. F1 · price: Reporting person deferred bonuses pursuant to the Long Term Incentive Plan, the employer match vests ratably at 33%, 33%, and 34% per year over a 3 year period. A total of 64,196 common shares are vested. F1 · derivative.exercise_date: Reporting person deferred bonuses pursuant to the Long Term Incentive Plan, the employer match vests ratably at 33%, 33%, and 34% per year over a 3 year period. A total of 64,196 common shares are vested. F1 · derivative.expiration_date: Reporting person deferred bonuses pursuant to the Long Term Incentive Plan, the employer match vests ratably at 33%, 33%, and 34% per year over a 3 year period. A total of 64,196 common shares are vested. F1 · balance_after: Reporting person deferred bonuses pursuant to the Long Term Incentive Plan, the employer match vests ratably at 33%, 33%, and 34% per year over a 3 year period. A total of 64,196 common shares are vested. Read SEC document |
| January 09, 2017 Filed Feb 3, 2017 22:08 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 1,842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000017 · 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: 63,232 F1 · price: By gift F2 · balance_after: Includes 3768 shares owned by children. Reporting person disclaims beneficial ownerhip of shares owned by children. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 15:22 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionDeferred Compensation · Derivative | 7,448.911 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000001 · edgar.xml · derivative · entry 5 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,194.032 Underlying: Common shares · 7,448.911 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. F2 · derivative.exercise_price: Reporting person deferred a portion of his 2014 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,448.911 common shares, including dividend reinvestment. January 5, 2017 was the payout date for the deferred bonus shares. F2 · price: Reporting person deferred a portion of his 2014 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,448.911 common shares, including dividend reinvestment. January 5, 2017 was the payout date for the deferred bonus shares. F2 · derivative.exercise_date: Reporting person deferred a portion of his 2014 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,448.911 common shares, including dividend reinvestment. January 5, 2017 was the payout date for the deferred bonus shares. F2 · derivative.expiration_date: Reporting person deferred a portion of his 2014 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,448.911 common shares, including dividend reinvestment. January 5, 2017 was the payout date for the deferred bonus shares. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 15:22 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Tax withholdingCommon Shares | 2,141.56 | $30.89 | $66,152.79 |
DisclosureSEC source: 0001120437-17-000001 · 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: 63,521 F1 · kind: Withholding of common shares as settlement for taxes due in consideration for settlement of the deferred compensation payout. F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 15:22 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | Exercise / conversionCommon Shares | 7,448.911 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000001 · 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: 65,663 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: Reporting person deferred a portion of his 2014 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,448.911 common shares, including dividend reinvestment. January 5, 2017 was the payout date for the deferred bonus shares. F2 · price: Reporting person deferred a portion of his 2014 bonus pursuant to the TDS Long Term Incentive Plan. The deferred bonus has been invested in phantom stock now representing 7,448.911 common shares, including dividend reinvestment. January 5, 2017 was the payout date for the deferred bonus shares. F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| December 31, 2016 Filed Jan 17, 2017 13:31 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | OtherDeferred Compensation · Derivative | 1,264 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000008 · edgar.xml · derivative · entry 20 CARLSON LEROY T JR · CIK 0000901731 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,774 Underlying: Common Shares · 66,774 shares Expires not disclosed F3 · derivative.exercise_price: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 64,643 common shares units were vested at 12/31/16. F3 · price: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 64,643 common shares units were vested at 12/31/16. F3 · derivative.exercise_date: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 64,643 common shares units were vested at 12/31/16. F3 · derivative.expiration_date: Reporting person deferred bonuses pursuant to the TDS Long Term Incentive Plans. Employer matches vest ratably at a rate of 33%, 33%, 34% over three years. A total of 64,643 common shares units were vested at 12/31/16. Read SEC document |
| December 06, 2016 Filed Jan 6, 2017 15:22 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 26,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000001 · 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: 58,214 F4 · price: By gift F3 · balance_after: Includes 3768 shares owned by children Read SEC document |
| August 22, 2016 Filed Jan 6, 2017 15:22 UTC | TELEPHONE & DATA SYSTEMS INC /DE/ TDS · Entity 4074 | GiftCommon Shares | 5,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001120437-17-000001 · 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: 84,614 F4 · price: By gift F3 · balance_after: Includes 3768 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.