Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADTRAN Holdings, Inc.ADTN · Entity 5331 | Chief Revenue Officer | May 20, 2026 | May 22, 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.
ADTRAN Holdings, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 132,808.486 |
Ending reported balance
After 2026-05-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-20 · Sale · Disposed 9,332 · Balance 143,277.486 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.69 to $14.765, inclusive. The reporting person undertakes to provide to ADTRAN Holdings, Inc. (the Issuer), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Row 2 · 2026-05-20 · Gift · Disposed 10,469 · Balance 132,808.486 F2: The reporting person transferred 10,469 shares of the Issuer's common stock to a donor-advised fund sponsored by a charitable organization under Section 501(c)(3) of the Internal Revenue Code. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 4,246.251 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,246.251 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.69 to $14.765, inclusive. The reporting person undertakes to provide to ADTRAN Holdings, Inc. (the Issuer), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4.
F2: The reporting person transferred 10,469 shares of the Issuer's common stock to a donor-advised fund sponsored by a charitable organization under Section 501(c)(3) of the Internal Revenue Code.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 20:02 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GiftCommon Stock | 10,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-236824 · ownership.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,808.486 F2 · kind: The reporting person transferred 10,469 shares of the Issuer's common stock to a donor-advised fund sponsored by a charitable organization under Section 501(c)(3) of the Internal Revenue Code. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:02 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | SaleCommon Stock | 9,332 | $14.72 | $137,367.04 |
DisclosureSEC source: 0001193125-26-236824 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,277.486 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.69 to $14.765, inclusive. The reporting person undertakes to provide to ADTRAN Holdings, Inc. (the Issuer), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 19:16 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 24,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-142016 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,609.486 F1 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 22:04 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 998 | $9.73 | $9,710.54 |
DisclosureSEC source: 0001193125-26-024827 · ownership.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,233.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 22:06 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,087 | $9.24 | $10,043.88 |
DisclosureSEC source: 0001193125-26-027417 · ownership.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,923.486 F2 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted performance stock units. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 22:06 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 3,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-027417 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,010.486 F1 · kind: These shares represent the vesting of performance stock units that were awarded pursuant to a grant on January 20, 2023 under the Amended and Restated ADTRAN Holdings, Inc. 2020 Employee Stock Incentive Plan. Read SEC document |
| January 26, 2026 Filed Jan 30, 2026 21:00 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,309 | $9.24 | $12,095.16 |
DisclosureSEC source: 0001193125-26-031745 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,701.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted performance stock units. F2 · shares: On January 28, 2026, the Reporting Person filed a Form 4 which inadvertently understated the number of shares withheld for taxes in connection with the vesting event reported therein. This amendment is being filed to correct the number of shares withheld and the total number of shares directly held by the Reporting Person following such withholding. F2 · balance_after: On January 28, 2026, the Reporting Person filed a Form 4 which inadvertently understated the number of shares withheld for taxes in connection with the vesting event reported therein. This amendment is being filed to correct the number of shares withheld and the total number of shares directly held by the Reporting Person following such withholding. Read SEC document |
| January 24, 2026 Filed Jan 27, 2026 22:04 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,227 | $9.55 | $11,717.85 |
DisclosureSEC source: 0001193125-26-024827 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,231.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:19 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 765 | $9.24 | $7,068.60 |
DisclosureSEC source: 0001193125-26-019464 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,458.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 17, 2025 Filed Nov 19, 2025 21:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 468 | $7.33 | $3,430.44 |
DisclosureSEC source: 0001193125-25-288074 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,223.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| January 26, 2025 Filed Jan 28, 2025 21:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 845 | $10.31 | $8,711.95 |
DisclosureSEC source: 0000950170-25-009894 · ownership.xml · nonDerivative · entry 4 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,691.486 F4 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 14,163 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-009894 · ownership.xml · nonDerivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,536.486 F3 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Remarks: Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 4,208 | $10.31 | $43,384.48 |
DisclosureSEC source: 0000950170-25-009894 · ownership.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,373.486 F2 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted performance stock units. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 16,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-009894 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,581.486 F1 · kind: These shares represent the vesting of performance stock units that were awarded pursuant to a grant on March 1, 2023 under the Amended and Restated ADTRAN Holdings, Inc. 2020 Employee Stock Incentive Plan. Read SEC document |
| January 20, 2025 Filed Jan 22, 2025 21:51 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 765 | $10.19 | $7,795.35 |
DisclosureSEC source: 0000950170-25-007833 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,485.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 17, 2024 Filed Nov 19, 2024 21:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 2,340 | $7.75 | $18,135.00 |
DisclosureSEC source: 0000950170-24-128542 · ownership.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,250.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 16, 2024 Filed Nov 19, 2024 21:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 794 | $7.75 | $6,153.50 |
DisclosureSEC source: 0000950170-24-128542 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,590.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 21:47 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 11,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008910 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,384.486 F1 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| January 20, 2024 Filed Jan 23, 2024 21:28 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,096 | $7.03 | $7,704.88 |
DisclosureSEC source: 0000950170-24-006533 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,868.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 21:01 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantStock Options · Derivative | 16,878 | $0.00 Strike: $5.23 | $0.00 |
DisclosureSEC source: 0000950170-23-067731 · ownership.xml · derivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,878 Underlying: Common Stock · 16,878 shares Expires 2033-12-01 F1 · derivative.exercise_date: The options granted to the reporting person vest in two equal annual installments beginning on December 1, 2024. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 21:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 707 | $5.55 | $3,923.85 |
DisclosureSEC source: 0000950170-23-065083 · ownership.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,964.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 21:00 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 5,997 | $5.37 | $32,203.89 |
DisclosureSEC source: 0000950170-23-065083 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,671.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:08 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,641 | $5.51 | $9,041.91 |
DisclosureSEC source: 0000950170-23-064814 · ownership.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,668.486 F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 21:22 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 184.511 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-048673 · doc4.xml · derivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,799.841 Underlying: Common Stock · 184.511 shares Expires not disclosed F1 · derivative.exercise_price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.exercise_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.expiration_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 21:11 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 178.361 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-035523 · doc4.xml · derivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,615.33 Underlying: Common Stock · 178.361 shares Expires not disclosed F1 · derivative.exercise_price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.exercise_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.expiration_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:58 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 97.847 | $15.95 | $1,560.66 |
DisclosureSEC source: 0001209191-23-020792 · doc4.xml · derivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,436.969 Underlying: Common Stock · 97.847 shares Expires not disclosed F1 · derivative.exercise_price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.exercise_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.expiration_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 21:59 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 8,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004642 · doc4.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,309.486 F1 · kind: Represents a grant of restricted stock units that vest in four equal and annual installments beginning on the first anniversary date of the grant. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:20 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 20,950 | $18.79 | $393,650.50 |
DisclosureSEC source: 0001209191-23-001153 · doc4.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,484.486 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 23:02 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 75.386 | $20.61 | $1,553.71 |
DisclosureSEC source: 0001209191-22-060395 · doc4.xml · derivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,339.122 Underlying: Common Stock · 75.386 shares Expires not disclosed F1 · derivative.exercise_price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.exercise_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. F1 · derivative.expiration_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's equity deferral program. The phantom shares are issued to the reporting person six months after a separation of service from the Issuer in the form of whole shares of common stock, plus cash for any fractional shares. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:22 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 707 | $20.42 | $14,436.94 |
DisclosureSEC source: 0001209191-22-058140 · doc4.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,434.486 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 21:02 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,200 | $20.41 | $24,492.00 |
DisclosureSEC source: 0001209191-22-057829 · doc4.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,141.486 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 22:32 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 8,200 | $21.54 | $176,628.00 |
DisclosureSEC source: 0001209191-22-057622 · doc4.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,341.486 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 22:05 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Tax withholdingCommon Stock | 1,019 | $18.19 | $18,535.61 |
DisclosureSEC source: 0001209191-22-056663 · doc4.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,541.486 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock units. Read SEC document |
| September 04, 2022 Filed Sep 6, 2022 22:04 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | PurchaseCommon Stock | 102.333 | $22.90 | $2,343.43 |
DisclosureSEC source: 0000926282-22-000055 · primary_doc.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,560.486 F1 · security: Reflects shares acquired through the automatic reinvestment of dividends paid on the issuer's common stock. Read SEC document |
| September 04, 2022 Filed Sep 8, 2022 12:56 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | PurchaseCommon Stock | 102.333 | $22.90 | $2,343.43 |
DisclosureSEC source: 0001209191-22-049094 · doc4a.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,560.486 F1 · security: Reflects shares acquired through the automatic reinvestment of dividends paid on the Issuer's common stock. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 22:04 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | PurchasePhantom Stock · Derivative | 67.263 | $23.01 | $1,547.72 |
DisclosureSEC source: 0000926282-22-000055 · primary_doc.xml · derivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,263.736 Underlying: Common Stock · 67.263 shares Expires not disclosed F3 · derivative.exercise_price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the issuer's deferred compensation plan. The phantom shares become payable in cash six months after the reporting person's separation of service with the issuer. F3 · derivative.exercise_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the issuer's deferred compensation plan. The phantom shares become payable in cash six months after the reporting person's separation of service with the issuer. F3 · derivative.expiration_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the issuer's deferred compensation plan. The phantom shares become payable in cash six months after the reporting person's separation of service with the issuer. Read SEC document |
| September 01, 2022 Filed Sep 8, 2022 12:56 UTC Amendment | ADTRAN Holdings, Inc. ADTN · Entity 5331 | PurchasePhantom Stock · Derivative | 67.263 | $23.01 | $1,547.72 |
DisclosureSEC source: 0001209191-22-049094 · doc4a.xml · derivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,263.736 Underlying: Common Stock · 67.263 shares Expires not disclosed F3 · derivative.exercise_price: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's deferred compensation plan. The phantom shares become payable in cash six months after the reporting person's separation of service with the Issuer. F3 · derivative.exercise_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's deferred compensation plan. The phantom shares become payable in cash six months after the reporting person's separation of service with the Issuer. F3 · derivative.expiration_date: Represents shares of phantom stock of the Issuer that have been acquired through the automatic reinvestment of dividends paid on the Issuer's common stock held in the reporting person's account under the Issuer's deferred compensation plan. The phantom shares become payable in cash six months after the reporting person's separation of service with the Issuer. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 12,522 | $0.00 Strike: $15.33 | $0.00 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · derivative · entry 14 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,522 shares Expires 2025-11-14 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_date: The options granted to the reporting person vested in four annual installments beginning on the anniversary of the date of grant and were fully vested prior to the Effective Time. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 19,772 | $0.00 Strike: $18.97 | $0.00 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · derivative · entry 13 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,772 shares Expires 2024-11-15 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_date: The options granted to the reporting person vested in four annual installments beginning on the anniversary of the date of grant and were fully vested prior to the Effective Time. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 6,260 | $0.00 Strike: $15.33 | $0.00 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · derivative · entry 12 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,260 shares Expires 2025-11-14 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_date: The options granted to the reporting person vested in four annual installments beginning on the anniversary of the date of grant and were fully vested prior to the Effective Time. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 5,271 | $0.00 Strike: $18.97 | $0.00 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · derivative · entry 11 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,271 shares Expires 2024-11-15 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_date: The options granted to the reporting person vested in four annual installments beginning on the anniversary of the date of grant and were fully vested prior to the Effective Time. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 3,797 | $24.29 | $92,229.13 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 9 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,458.153 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 12,522 | $24.18 | $302,781.96 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 8 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,255.153 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 12,522 | $15.33 | $191,962.26 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 7 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,777.153 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 19,772 | $24.18 | $478,086.96 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 6 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,255.153 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 19,772 | $18.97 | $375,074.84 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 5 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,027.153 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 6,260 | $24.17 | $151,304.20 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 4 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,255.153 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 6,260 | $15.33 | $95,965.80 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,515.153 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Disposition to issuerCommon Stock | 5,271 | $24.17 | $127,400.07 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,255.153 Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 16:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 5,271 | $18.97 | $99,990.87 |
DisclosureSEC source: 0000926282-22-000049 · primary_doc.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,526.153 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.