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 |
|---|---|---|---|---|---|---|
| August 17, 2017 Filed Aug 21, 2017 18:58 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 39.681 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000034 · edgar.xml · derivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,630.535 Underlying: Common stock · 39.681 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:30 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 43.226 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000018 · edgar.xml · derivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,590.854 Underlying: Common stock · 43.226 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| February 16, 2017 Filed Mar 3, 2017 22:50 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 38.993 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-17-000011 · edgar.xml · derivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,547.628 Underlying: Common stock · 38.993 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F3 · balance_after: The reporting person previously reported an acquisition on November 17, 2017 of 3,100 shares of Phantom Stock as reported on a Form 4 filed on November 18, 2016. The actual number of shares of Phantom Stock acquired on November 17, 2017 was 3,184. The correct amount of derivative securities beneficially owned currently reflects the correct amount. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 6,261 | $0.00 Strike: $15.33 | $0.00 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · derivative · entry 9 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,783 Underlying: Common Stock · 6,261 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. F5 · balance_after: The issuer issued Incentive Stock Options (right to buy) to the reporting person and Non-Qualified Stock Options (Right to Buy) to the reporting person on November 14, 2015. At the time of issuance, these stock options were properly reported on Form 4. The issuer has now exceeded alloted Incentive Stock Option amounts for the reporting person and has changed some of the Incentive Stock Options to be Non-Qualified Options. The total in Column 9 represents the total options (both Incentive Stock Options and Non-Qualified Stock Options) remaining from the grant, in the aggregate. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 15,025 | $0.00 Strike: $16.97 | $0.00 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · derivative · entry 8 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,025 shares Expires 2022-11-03 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 |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 5,009 | $0.00 Strike: $16.97 | $0.00 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · derivative · entry 7 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,009 shares Expires 2022-11-03 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 |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 28.353 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · derivative · entry 6 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,424.635 Underlying: Common stock · 28.353 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F2 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F2 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | SaleCommon Stock | 26,295 | $19.93 | $524,035.68 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · nonDerivative · entry 4 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,463 F3 · price: The shares were sold in multiple transactions at prices ranging from $19.85 to $20.00. This amount represents the weighted average sale price of such transactions. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price upon request by the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 6,261 | $15.33 | $95,981.13 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · nonDerivative · entry 3 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,758 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 |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 15,025 | $16.97 | $254,974.25 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · nonDerivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,497 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 |
| November 17, 2016 Filed Nov 21, 2016 22:45 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | Exercise / conversionCommon Stock | 5,009 | $16.97 | $85,002.73 |
DisclosureSEC source: 0001179022-16-000122 · edgar.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,472 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 |
| November 12, 2016 Filed Nov 15, 2016 17:34 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantPhantom Stock · Derivative | 3,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-16-000116 · edgar.xml · derivative · entry 2 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,396.282 Underlying: Common stock · 3,100 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of common stock or the cash value thereof. F4 · price: Upon vesting of performance shares awarded pursuant to a grant of November 2, 2013 under the ADTRAN, Inc. 2006 Employee Stock Incentive Plan, the reporting person deferred the receipt of shares of the Company's common stock and received instead shares of phantom stock pursuant to the Company's deferred compensation plan. F3 · derivative.exercise_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. F3 · derivative.expiration_date: The phantom stock becomes payable 6 months after the reporting person's separation of service with the Company. The reporting person may transfer his phantom stock account into an alternative investment at any time. Read SEC document |
| November 12, 2016 Filed Nov 15, 2016 17:34 UTC | ADTRAN Holdings, Inc. ADTN · Entity 5331 | GrantCommon Stock | 6,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001179022-16-000116 · edgar.xml · nonDerivative · entry 1 Wilson James Denson Jr · CIK 0001371377 · SVP Technology & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,463 F1 · security: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.