Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lumen Technologies, Inc.LUMN · Entity 3749 | Chief Acctg. Off. & Controller | September 23, 2026 | September 24, 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.
Lumen Technologies, Inc.
Report date September 23, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 164,019 |
Reported balance
After 2026-09-23 transaction · row 1
1 source rowRow 1 · 2026-09-23 · Tax withholding · Disposed 2,538 · Balance 164,019 F1: Shares withheld to cover the taxes due upon the vesting of equity awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to cover the taxes due upon the vesting of equity awards.
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 |
|---|---|---|---|---|---|---|
| September 23, 2026 Filed Sep 24, 2026 20:31 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | Tax withholdingCommon Stock | 2,538 | $6.13 | $15,557.94 |
DisclosureSEC source: 0002087595-26-000002 · wk-form4_1790281902.xml · nonDerivative · entry 1 Holt Donald Leroy · CIK 0002087595 · Chief Acctg. Off. & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,019 F1 · kind: Shares withheld to cover the taxes due upon the vesting of equity awards. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:52 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | Tax withholdingCommon Stock | 2,080 | $7.11 | $14,788.80 |
DisclosureSEC source: 0001628280-26-013965 · wk-form4_1772574755.xml · nonDerivative · entry 2 Holt Donald Leroy · CIK 0002087595 · Chief Acctg. Off. & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,557 F2 · kind: Shares withheld to cover the taxes due upon the vesting of equity awards. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:52 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 97,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013965 · wk-form4_1772574755.xml · nonDerivative · entry 1 Holt Donald Leroy · CIK 0002087595 · Chief Acctg. Off. & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,637 F1 · kind: Represents a grant of restricted stock (40% time-based and 60% performance-based). The time-based portion will vest in three equal annual installments beginning on March 1, 2027. Vesting of the performance-based portion is dependent upon the extent to which two three-year performance metrics are achieved, with any earned shares vesting on March 1, 2029. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:21 UTC | Lumen Technologies, Inc. LUMN · Entity 3749 | GrantCommon Stock | 26,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-042792 · wk-form4_1758831679.xml · nonDerivative · entry 1 Holt Donald Leroy · CIK 0002087595 · Chief Acctg. Off. & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,490 F1 · kind: Represents a grant of restricted stock vesting in three equal annual installments beginning on September 23, 2026. 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.